NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA (EIN 77-0203935)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-05
IRS object ID: 201913099349301991
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule C
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-05T19:47:27-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521446779	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JOHNSON LAMBERT LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4242 SIX FORKS ROAD SUITE 1500	AddressLine1Txt
City	RALEIGH	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27609	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770203935	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NONPROFITS INSURANCE ALLIANCE OF	BusinessNameLine1Txt
Business Name Line2	CALIFORNIA INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	NONP	BusinessNameControlTxt
Phone	8314590980	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 8507	AddressLine1Txt
City	SANTA CRUZ	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	950618507	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KIM ADAY	PersonNm
Person Title	CFO, TREASURER	PersonTitleTxt
Phone	8314590980	PhoneNum
Signature	2019-11-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	J CALVIN MARKS	PreparerPersonNm
PTIN	P01226973	PTIN
Phone	9197196400	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	34.206.232.202	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-05	IPDt
IP Tm	19:47:23	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9C238F1B6484ABD2E08FB3ED1A4A2692AD2A909B	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PAMELA DAVIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 FRONT STREET SUITE 200	AddressLine1Txt
City	SANTA CRUZ	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95060	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$113,997,456	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.INSURANCEFORNONPROFITS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1988	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	CHARITABLE RISK POOL FOR CALIFORNIA NONPROFIT ORGANIZATIONS.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$60,326,010	PYProgramServiceRevenueAmt
CY Program Service Revenue	$63,512,648	CYProgramServiceRevenueAmt
PY Investment Income	$7,260,218	PYInvestmentIncomeAmt
CY Investment Income	$9,268,416	CYInvestmentIncomeAmt
PY Other Revenue	$283,975	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$67,870,203	PYTotalRevenueAmt
CY Total Revenue	$72,781,064	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$59,541,836	PYOtherExpensesAmt
CY Other Expenses	$64,198,650	CYOtherExpensesAmt
PY Total Expenses	$59,541,836	PYTotalExpensesAmt
CY Total Expenses	$64,198,650	CYTotalExpensesAmt
PY Revenues Less Expenses	$8,328,367	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$8,582,414	CYRevenuesLessExpensesAmt
Total Assets BOY	$311,201,602	TotalAssetsBOYAmt
Total Assets EOY	$349,074,591	TotalAssetsEOYAmt
Total Liabilities BOY	$159,035,884	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$195,354,374	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$152,165,718	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$153,720,217	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA (NIAC) IS A CHARITABLE RISK POOL WHOSE PURPOSE IS TO PROVIDE AFFORDABLE, APPROPRIATE, STABLE, AND SPECIALIZED INSURANCE COVERAGES TO OTHER 501(C)(3) NONPROFIT ORGANIZATIONS IN CALIFORNIA AND TO DEVELOP AND DELIVER TRAINING AND PRODUCTS TO ASSIST THESE ORGANIZATIONS TO PROVIDE THEIR SERVICES EFFECTIVELY AND EFFICIENTLY WHILE MINIMIZING THE FREQUENCY AND SEVERITY OF ACCIDENTS AND INJURY TO OTHERS DURING THE DELIVERY OF THEIR SERVICES TO OUR COMMUNITIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$63,056,136	ExpenseAmt
Revenue	$59,872,081	RevenueAmt
Desc	PROVIDED 9,933 501(C)(3) ORGANIZATIONS WITH A STABLE SOURCE OF REASONABLY PRICED LIABILITY INSURANCE TAILORED TO THE SPECIALIZED NEEDS OF THE NONPROFIT SECTOR.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$276,972	ExpenseAmt
Revenue	$453,931	RevenueAmt
Desc	ASSISTED NONPROFIT ORGANIZATIONS WITH DEVELOPMENT AND IMPLEMENTATION OF SUCCESSFUL LOSS CONTROL AND RISK MANAGEMENT PROGRAMS BY PROVIDING LOSS CONTROL PUBLICATIONS, EMPLOYEE HANDBOOK REVIEWS, PRE-TERMINATION LEGAL CONSULTATIONS,DEFENSIVE DRIVER TRAINING, CHILD SEXUAL ABUSE PREVENTION TRAINING, AND ACCESS TO EMPLOYMENT BACKGROUND CHECK SERVICES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$63,333,108	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	550	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	KIMBERLY ADAY CFO TREASURER	PersonNm
Phone	8314590980	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 FRONT STREET SUITE 200	AddressLine1Txt
City	SANTA CRUZ	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95060	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
PAMELA DAVIS
PRESIDENT & CEO	20.00	20.00	Yes (X)	Yes (X)	$0	$457,268	$27,122
TOM WANDER
CHAIRMAN	1.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
TAMMY WILSON
VICE CHAIRMAN	1.00	2.00	Yes (X)	Yes (X)	$0	$0	$0
J JEFF FLY
SECRETARY	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
KRISTIN BRADBURY
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
NORRIS CLARK
DIRECTOR	1.00	1.00	Yes (X)		$0	$0	$0
EDWARD DURKEE
DIRECTOR (FROM FEB '18)	1.00	0.00	Yes (X)		$0	$0	$0
DANILO GARCIA
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
DONALD KLEINFELDER
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
MARTHA MARCON
DIRECTOR	1.00	3.00	Yes (X)		$0	$0	$0
DEBRA MARSTELLER
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
CHERYL PADDACK
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
GUITA SHARIFI
DIRECTOR (FROM FEB '18)	1.00	0.00	Yes (X)		$0	$0	$0
KIM ADAY
CFO, TREASURER	20.00	20.00		Yes (X)	$0	$303,339	$29,807

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$760,607	TotReportableCompRltdOrgAmt
Total Other Compensation	$56,929	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CLOUSESPANIAC ATTORNEYS
8038 HAVEN AVE STE E	RANCHO CUCAMONGA	CA	91730	MEMBER DEFENSE EXPENSES	$902,578
VOGL MEREDITH BURKE LLP
456 MONTGOMERY ST 20TH FL	SAN FRANCISCO	CA	94104	MEMBER DEFENSE EXPENSES	$873,602
MANNING & KASS ELLROD RAMIREZ TESTER
801 S FIGUEROA ST 15TH FLOOR	LOS ANGELES	CA	90017	MEMBER DEFENSE EXPENSES	$756,870
MATHENY SEARS LINKERT & JAIME LLP
3638 AMERICAN RIVER DR	SACRAMENTO	CA	95864	MEMBER DEFENSE EXPENSES	$550,780
MEYERS FOZI LLP
1808 ASTON AVE STE 100	CARLSBAD	CA	92008	MEMBER DEFENSE EXPENSES	$550,058

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	22	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET EARNED PREMIUMS	524126	$63,019,049	$63,019,049
PROGRAM SERVICE FEES	524298	$493,599	$493,599

Field	Value	IRS element (for citing)
Total Program Service Revenue	$63,512,648	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,772,394	TotalRevenueColumnAmt
Related Or Exempt Func Income	$36,340	RelatedOrExemptFuncIncomeAmt
Exclusion	$7,736,054	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$39,124,766	SecuritiesAmt
Other	$3,587,648	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$38,728,280	SecuritiesAmt
Other	$2,488,112	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$396,486	SecuritiesAmt
Other	$1,099,536	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,496,022	TotalRevenueColumnAmt
Exclusion	$1,496,022	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$72,781,064	TotalRevenueColumnAmt
Related Or Exempt Func Income	$63,548,988	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,232,076	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$8,791,353	TotalAmt
Program Services	$8,372,560	ProgramServicesAmt
Management And General	$418,793	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$98,767	TotalAmt
Management And General	$98,767	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$84,797	TotalAmt
Management And General	$84,797	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$85,711	TotalAmt
Program Services	$85,711	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$388,126	TotalAmt
Management And General	$388,126	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$9,132,794	TotalAmt
Program Services	$9,132,094	ProgramServicesAmt
Management And General	$700	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$75,001	TotalAmt
Program Services	$17,275	ProgramServicesAmt
Management And General	$57,726	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$22,270	TotalAmt
Management And General	$22,270	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$26,430	TotalAmt
Program Services	$1,014	ProgramServicesAmt
Management And General	$25,416	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,250	TotalAmt
Management And General	$5,250	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,486	TotalAmt
Management And General	$5,486	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,820	TotalAmt
Management And General	$3,820	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$58,961	TotalAmt
Management And General	$58,961	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
LOSS & LOSS ADJUSTMENT	$42,491,403	$42,748,232	-$256,829
POLICYHOLDER DIVIDEND	$2,923,337	$2,923,337
MEMBER SERVICES	$34,896	$34,896
DEFERRED ACQUISITION CO	-$96,424		-$96,424

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$66,672	TotalAmt
Program Services	$17,989	ProgramServicesAmt
Management And General	$48,683	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$64,198,650	TotalAmt
Program Services	$63,333,108	ProgramServicesAmt
Management And General	$865,542	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$13,486,585	BOYAmt
EOY	$11,358,255	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$24,503,411	BOYAmt
EOY	$25,663,582	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$699,060	BOYAmt
EOY	$905,531	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,317,357	BOYAmt
EOY	$5,402,044	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,919,206	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$32,012	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$483,448	BOYAmt
EOY	$5,887,194	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$235,841,162	BOYAmt
EOY	$239,125,569	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$30,870,579	BOYAmt
EOY	$60,732,416	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$311,201,602	BOYAmt
EOY	$349,074,591	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$627,607	BOYAmt
EOY	$682,440	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,760,533	BOYAmt
EOY	$660,999	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$935,000	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$155,712,744	BOYAmt
EOY	$194,010,935	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$159,035,884	BOYAmt
EOY	$195,354,374	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$900,507	BOYAmt
EOY	$900,507	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$151,265,211	BOYAmt
EOY	$152,819,710	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$152,165,718	BOYAmt
EOY	$153,720,217	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$311,201,602	BOYAmt
EOY	$349,074,591	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$8,582,414	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$7,021,147	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$6,768	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$46,113,745	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$50,429,926	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$54,184,072	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$60,326,010	CurrentTaxYearMinus1YearAmt
Current Tax Year	$63,512,648	CurrentTaxYearAmt
Total	$274,566,401	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$46,113,745	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$50,429,926	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$54,184,072	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$60,326,010	CurrentTaxYearMinus1YearAmt
Current Tax Year	$63,512,648	CurrentTaxYearAmt
Total	$274,566,401	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$610,775	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$679,487	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$381,637	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$429,027	CurrentTaxYearMinus1YearAmt
Current Tax Year	$365,618	CurrentTaxYearAmt
Total	$2,466,544	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$610,775	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$679,487	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$381,637	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$429,027	CurrentTaxYearMinus1YearAmt
Current Tax Year	$365,618	CurrentTaxYearAmt
Total	$2,466,544	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$272,099,857	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,042,733	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,629,525	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,290,425	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,981,341	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,772,394	CurrentTaxYearAmt
Total	$32,716,418	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,042,733	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,629,525	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,290,425	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,981,341	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,772,394	CurrentTaxYearAmt
Total	$32,716,418	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$52,156,478	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$56,059,451	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$60,474,497	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$67,307,351	CurrentTaxYearMinus1YearAmt
Current Tax Year	$71,285,042	CurrentTaxYearAmt
Total	$307,282,819	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.88550	PublicSupportCY509Pct
Public Support PY509	0.88220	PublicSupportPY509Pct
Investment Income CY	0.10650	InvestmentIncomeCYPct
Investment Income PY	0.10730	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$85,711	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$85,711	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	NIAC SUPPORTED THE LOBBYING EFFORTS OF THE ALLIANCE OF NONPROFITS FOR INSURANCE (ANI). ANI'S BOARD HAS CONCLUDED THAT TO BE ABLE TO PROVIDE ITS MEMBERS WITH THE STAND ALONE PROPERTY PRODUCTS THEY CANNOT FIND IN THE COMMERCIAL MARKET, ANI NEEDS TO HAVE THE AUTHORITY TO PROVIDE THESE COVERAGES TO ITS MEMBERS, IN ADDITION TO THE LIABILITY INSURANCE IT ALREADY PROVIDES. THAT REQUIRES AN AMENDMENT TO THE LIABILITY RISK RETENTION ACT, A FEDERAL LAW. TO HELP WITH THIS EFFORT, WE HAVE ENGAGED TWO CONSULTANTS IN DC AND ANI'S CEO HAS BEEN MEETING WITH MEMBERS OF CONGRESS AND THEIR STAFF TO EDUCATE ABOUT THE NEED FOR AND ENCOURAGE SUPPORT OF THE NONPROFIT PROPERTY PROTECTION ACT WHICH WAS INTRODUCED IN THE 116TH CONGRESS AS H.R. 4523.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,338,112	OtherCostOrOtherBasisAmt
Book Value	$2,338,112	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,538,808	OtherCostOrOtherBasisAmt
Book Value	$3,538,808	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$42,286	OtherCostOrOtherBasisAmt
Depreciation	$32,012	DepreciationAmt
Book Value	$10,274	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,887,194	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
REINSURANCE RECOVERABLE	$49,196,330
PREPAID REINSURANCE PREMIUM	$10,207,675
INTEREST RECEIVABLE	$1,328,411

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$60,732,416	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
LOSS & LOSS ADJUSTMENT RESERVES	$149,129,305
UNEARNED PREMIUM RESERVE	$41,050,749
REINSURANCE PAYABLE	$2,319,885
COLLATERAL DEPOSITS	$962,307
PAYABLE TO AFFILIATE	$548,689

Field	Value	IRS element (for citing)
Total Liability	$194,010,935	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$65,371,791	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$7,021,147	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$7,021,147	RevenueNotReportedAmt
Revenue Subtotal	$72,392,938	RevenueSubtotalAmt
Investment Expenses Not Incld	$388,126	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$388,126	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$72,781,064	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$63,828,524	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$18,000	OtherExpensesIncludedAmt
Expenses Not Reported	$18,000	ExpensesNotReportedAmt
Expenses Subtotal	$63,810,524	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$388,126	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$388,126	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$64,198,650	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	MANAGEMENT CONCLUDED THAT THE COMPANY HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2018.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BAD DEBT 18,000.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PAMELA DAVIS
PRESIDENT & CEO	$0	$339,813	$0	$96,798	$0	$20,657	$0	$16,200	$0	$10,922	$0	$484,390	$0	$0
KIM ADAY
CFO, TREASURER	$0	$274,789	$0	$28,864	$0	-$314	$0	$16,200	$0	$13,607	$0	$333,146	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA MEMBERSHIP IS COMPRISED OF NONPROFIT ORGANIZATIONS INCORPORATED OR QUALIFIED TO DO BUSINESS IN CALIFORNIA WHICH ARE INSURED BY NIAC.
FORM 990, PART VI, SECTION A, LINE 7A	NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA MEMBER INSUREDS ELECT THE BOARD OF DIRECTORS ANNUALLY.
FORM 990, PART VI, SECTION A, LINE 7B	MEMBERS HAVE THE RIGHT TO VOTE ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL THE ORGANIZATION'S ASSETS, ON ANY MERGER, AND ON ANY ELECTION TO DISSOLVE THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11B	A COPY OF FORM 990 WILL BE MADE AVAILABLE ELECTRONICALLY TO THE NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA MANAGEMENT, OFFICERS, AND BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. THESE FORMS ARE REVIEWED BY THE CHAIRMAN OF THE AUDIT COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19	NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	COMMISSIONS: PROGRAM SERVICE EXPENSES 8,814,049. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,814,049. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 124,894. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,894. ACTUARIAL FEES: PROGRAM SERVICE EXPENSES 30,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,400. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 162,751. MANAGEMENT AND GENERAL EXPENSES 700. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163,451.
FORM 990, PART XI, LINE 9:	CHANGE IN OTHER COMPREHENSIVE INCOME -396,486. CHANGE IN DIVIDEND PAYABLE 407,718. BAD DEBT -18,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
ALLIANCE MEMBER SERVICES
333 FRONT STREET STE 200	SANTA CRUZ	CA	95060	061555318	SUPPORTING ORGANIZATION	VT	501(C)(3)	12-I	N/A	0
ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP
333 FRONT STREET STE 200	SANTA CRUZ	CA	95060	061555320	CHARITABLE RISK POOL	VT	501(C)(3)	10	N/A	0
NATIONAL ALLIANCE OF NONPROFITS FOR INSURANCE INC
333 FRONT STREET STE 200	SANTA CRUZ	CA	95060	061555321	CHARITABLE RISK POOL	VT	501(C)(3)	10	N/A	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	AMS INSURANCE SERVICES INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 8507	AddressLine1Txt
City	SANTA CRUZ	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95061	ZIPCd

Field	Value	IRS element (for citing)
EIN	770513798	EIN
Primary Activities	INSURANCE BROKER	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	C	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd