Nonprofit · EIN 94-1591595
CALIFORNIA WORKERS COMPENSATION INSTITUTE
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,840,332 | $4,865,541 | -$25,209 | $12,856,573 | $6,393,440 | $6,463,133 |
| December 31, 2023 | 990 | $4,771,931 | $4,267,955 | $503,976 | $13,113,372 | $6,746,820 | $6,366,552 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,540,730
- Investment income
- $267,885
- Net income from sales of inventory
- $31,717
- Other revenue
- $31,717
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,621,378
- Other salaries and wages
- $1,795,409
- Salaries, compensation and benefits (total)
- $4,048,902
- Professional fundraising fees
- $0
- Legal fees
- $2,253
- Accounting fees
- $60,900
- Occupancy
- $345,758
- Travel
- $69,862
- Depreciation
- $34,091
Balance sheet and other
- Total assets, start of year
- $13,113,372
- Total assets, end of year
- $12,856,573
- Total liabilities, end of year
- $6,393,440
- Net assets, end of year
- $6,463,133
- Land, buildings and equipment
- $45,960
- Net assets without donor restrictions
- $6,463,133
- Gross receipts
- $4,899,796
- Employees
- 20
- Volunteers
- 33
- Year formed
- 1964
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEX SWEDLOW | PRESIDENT Officer | 40 | $561,195 | $79,096 |
| RENA DAVID | SVP RESEARCH & OPS/CFO/CORP TREASURER Officer | 40 | $316,952 | $84,017 |
| SARA WIDENER-BRIGHTWELL | SVP CLAIMS/GENERAL COUNSEL/CORP SECRETARY Officer | 40 | $261,280 | $43,616 |
| GIDEON BAUM | CHIEF OPERATING OFFICER Officer | 40 | $251,343 | $23,880 |
| STEPHEN HAYES | SENIOR RESEARCH DIRECTOR Highest-paid employee | 40 | $230,381 | $34,808 |
| ROBERT YOUNG | COMMUNICATIONS DIRECTOR Highest-paid employee | 40 | $193,447 | $34,948 |
| ROBERT BULLIS | DIRECTOR OF DATA SERVICES Highest-paid employee | 40 | $177,587 | $50,585 |
| CHINNARAJU SELVAN | LEAD DATABASE ADMIN Highest-paid employee | 40 | $143,549 | $51,261 |
| RAWINTARA ADEL | TECHNICAL OPERATIONS CONSULTANT Highest-paid employee | 25 | $149,968 | $22,948 |
| ERIC HANSEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC BELK | DIRECTOR (THRU 5/5/24) Trustee or director | 1 | $0 | $0 |
| MARTIN BRADY | DIRECTOR (THRU 3/18/24) Trustee or director | 1 | $0 | $0 |
| MARY CAPELLI-SCHELLPFEFFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS CHAMPLIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL CUNNINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
27 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEIL DEBLOCK | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL GILL | DIRECTOR (THRU 5/22/24) Trustee or director | 1 | $0 |
| AMANDA GRANGER | DIRECTOR Trustee or director | 1 | $0 |
| MICHELE HALSTENRUD | DIRECTOR Trustee or director | 1 | $0 |
| JIM HURLEY | DIRECTOR (THRU 6/5/24) Trustee or director | 1 | $0 |
| SCOTT LANGE | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW LINKHART | DIRECTOR Trustee or director | 1 | $0 |
| KRIS MATHIS | DIRECTOR Trustee or director | 1 | $0 |
| DAVE MCGOWAN | DIRECTOR Trustee or director | 1 | $0 |
| JOANNE MOYNIHAN | DIRECTOR Trustee or director | 1 | $0 |
| RICARDO NAN | DIRECTOR Trustee or director | 1 | $0 |
| NICOLAS NARDINI | DIRECTOR (THRU 3/18/24) Trustee or director | 1 | $0 |
| ADNAN PATHAN | DIRECTOR (THRU 12/11/24) Trustee or director | 1 | $0 |
| MARY BETH PITTINGER | DIRECTOR Trustee or director | 1 | $0 |
| BROOKS RICE | DIRECTOR Trustee or director | 1 | $0 |
| JULIE RIDDLE | DIRECTOR Trustee or director | 1 | $0 |
| TIM ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| JEFF RUSH | DIRECTOR Trustee or director | 1 | $0 |
| CARMEN SHARP | DIRECTOR Trustee or director | 1 | $0 |
| GENE SIMPSON | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN SMITH | DIRECTOR Trustee or director | 1 | $0 |
| VERNON STEINER | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER THURMAN | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN WAGENKNECHT | DIRECTOR Trustee or director | 1 | $0 |
| CARLA WOODARD | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW ZENDER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL ZIEGLER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 40 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEX SWEDLOW | PRESIDENT Officer | 40 | $530,724 | $85,255 |
| RENA DAVID | SVP RESEARCH & OPS/CFO/CORP TREASURER Officer | 40 | $295,779 | $79,093 |
| RAWINTARA ADEL | TECHNICAL OPERATIONS MANAGER Highest-paid employee | 40 | $233,212 | $36,446 |
| SARA WIDENER-BRIGHTWELL | SVP CLAIMS/GENERAL COUNSEL/CORP SECRETARY Officer | 40 | $215,380 | $36,737 |
| STEPHEN HAYES | SENIOR RESEARCH ASSOCIATE Highest-paid employee | 40 | $211,715 | $34,808 |
| ROBERT YOUNG | COMMUNICATIONS DIRECTOR Highest-paid employee | 40 | $183,993 | $33,639 |
| ROBERT BULLIS | SENIOR RESEARCH ASSOCIATE Highest-paid employee | 40 | $151,745 | $50,585 |
| CHINNARAJU SELVAN | LEAD DATABASE ADMIN Highest-paid employee | 40 | $137,177 | $50,215 |
| ERIC HANSEN | ACTING CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SHARON THALER | CHAIR (THRU 11/08/23) Trustee or director, Officer | 1 | $0 | $0 |
| ERIC BELK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARTIN BRADY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY CAPELLI-SCHELLPFEFFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE CLOSSER | DIRECTOR (THRU 03/08/23) Trustee or director | 1 | $0 | $0 |
| MICHAEL CUNNINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NEIL DEBLOCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| IRA FEUERLICHT | DIRECTOR (THRU 06/20/23) Trustee or director | 1 | $0 | $0 |
| MICHAEL GILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMANDA GRANGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE HALSTENRUD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT HUGHES | DIRECTOR (THRU 03/08/23) Trustee or director | 1 | $0 | $0 |
| JIM HURLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT LANGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW LINKHART | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRIS MATHIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE MCGOWAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICHOLAS NARDINI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADNAN PATHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY BETH PITTINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DWIGHT ROBERTSON | DIRECTOR (THRU 08/30/23) Trustee or director | 1 | $0 | $0 |
| JEFF RUSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARMEN SHARP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUSTIN SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERNON STEINER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PEGGY SUGARMAN | DIRECTOR (THRU 03/08/23) Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER THURMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH WELLS | DIRECTOR (THRU 03/08/23) Trustee or director | 1 | $0 | $0 |
| MATTHEW ZENDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL ZIEGLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1999 HARRISON ST STE 2100, OAKLAND, CA 94612-4714
- Principal officer (990 for 2024)
- ALEX SWEDLOW, 1999 HARRISON STREET 2100, OAKLAND, CA 94612
- Signed the 990
- GIDEON BAUM, PRESIDENT
- Phone
- (510) 251-9470
- Website
- WWW.CWCI.ORG
- Return prepared by
- HOOD & STRONG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1591595 or by the name CALIFORNIA WORKERS COMPENSATION INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SEE SCHEDULE O.
Program accomplishments
- THE CALIFORNIA WORKERS' COMPENSATION INSTITUTE (CWCI) HAS 23 MEMBER INSURERS (APPROXIMATELY 76% OF CA WORKERS' COMPENSATION MARKET) AND 29 ASSOCIATE MEMBERS (SELF-INSUREDS). CWCI'S PRIMARY FUNCTION IS TO GENERATE RELIABLE, OBJECTIVE DATA THAT CAN BE USED TO IDENTIFY AND MONITOR SYSTEMWIDE TRENDS, AND TO ANALYZE KEY ISSUES OF INTEREST TO THE WORKERS' COMPENSATION COMMUNITY AND PUBLIC POLICYMAKERS. TOWARDS THAT END, IN 2024, CWCI'S MAJOR ACCOMPLISHMENTS INCLUDED: 1) PRODUCED AND DISTRIBUTED OVER 300 PLUS PUBLICATIONS INCLUDING BULLETINS, RESEARCH REPORTS, EXECUTIVE MEMOS, EXECUTIVE BRIEFINGS, SIGNIFICANT DECISION, REGULATORY COMMENTS, AND REGULATORY TRACKER, WHICH ARE ALL AVAILABLE TO CWCI MEMBER COMPANY EMPLOYEES BY LOGGING ON TO THE WEBSITE - WWW.CWCI.ORG WITH THEIR USERNAME AND PASSWORD; 2) CONDUCTED EDUCATIONAL PROGRAM ON THE ANNUAL WORKERS' COMPENSATION CASE LAW: 2024 UPDATE; 3) FILED AMICUS BRIEF; 4) PRESENTED (VIRTUAL) CWCI RESEARCH AT NUMEROUS MEMBER-RELATIONS MEETINGS, PUBLIC HEARINGS, INDUSTRY MEETINGS AND FORUMS; AND 5) PROCESSED AND SHIPPED 256 ORDERS OF PAMPHLETS, POSTING NOTICES, CLAIM FORMS, RESEARCH STUDIES, AND SEMINAR MANUALS. IN ADDITION, CWCI ENHANCED ITS UNIQUE SIX INTERACTIVE DATA APPLICATIONS FIVE ONLY AVAILABLE TO ITS MEMBERS, AND ONE APP TO THE PUBLIC. THE PUBLIC APPLICATION ALLOWS USERS TO EXAMINE DATA ON COVID-19 AND NON-COVID-19 CLAIMS IN THE CALIFORNIA WORKERS' COMPENSATION SYSTEM. THE MEMBER APPLICATIONS USE DATA FROM CWCI'S INDUSTRY RESEARCH INFORMATION SYSTEM (IRIS) TO PROVIDE INFORMATION ON CLAIM PAYMENT TRENDS, REGIONAL VARIATION, AND MEDICAL UTILIZATION. CWCI CONTINUES TO ASSIST ITS MEMBERS IN ASSESSING THEIR OPERATIONS COMPARED TO THE INDUSTRY AS A WHOLE. THE ORGANIZATION HAS A BOARD OF DIRECTORS, EXECUTIVE COMMITTEE, AUDIT COMMITTEE, NOMINATING COMMITTEE, AND THREE STANDING COMMITTEES (CLAIMS, MEDICAL CARE, AND LEGAL COMMITTEES), WHICH TYPICALLY MEET ON A QUARTERLY BASIS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1591595
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,856,573
- Income (IRS master file)
- $4,899,796
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,840,332 | $4,865,541 | $12,856,573 | IRS |
| 990 | December 2023 | $4,771,931 | $4,267,955 | $13,113,372 | XML |
| 990 | December 2022 | $4,515,375 | $4,257,704 | $10,428,884 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1591595).
Questions about CALIFORNIA WORKERS COMPENSATION INSTITUTE
- What is the EIN of CALIFORNIA WORKERS COMPENSATION INSTITUTE?
- The employer identification number (EIN) of CALIFORNIA WORKERS COMPENSATION INSTITUTE is 94-1591595.
- Is CALIFORNIA WORKERS COMPENSATION INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1965.
- Are donations to CALIFORNIA WORKERS COMPENSATION INSTITUTE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA WORKERS COMPENSATION INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA WORKERS COMPENSATION INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA WORKERS COMPENSATION INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CALIFORNIA WORKERS COMPENSATION INSTITUTE?
- The 990 for the year ended December 31, 2024 names ALEX SWEDLOW.
- Who are the officers and directors of CALIFORNIA WORKERS COMPENSATION INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 42 people; 9 received compensation from the organization, the highest $561,195 (ALEX SWEDLOW, PRESIDENT).
- How much revenue does CALIFORNIA WORKERS COMPENSATION INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,840,332, expenses of $4,865,541 and total assets of $12,856,573 at year end.
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