2012-11-08T10:06:25-06:00 2011-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2011-01-01 770203935 NONPROFITS' INSURANCE ALLIANCE OF CALIFORNIA INC NONP 8314590980 PO BOX 8507 SANTA CRUZ CA 95061 KIM ADAY 8314590980 2012-11-07 1 9197196400 2011 2016-02-24 21:20:13Z PAMELA DAVIS 333 FRONT STREET SUITE 200 SANTA CRUZ CA 95060 68864750 0 X WWW.NIAC.ORG X 1988 CA CHARITABLE RISK POOL FOR CALIFORNIA NONPROFIT ORGANIZATIONS. 12 11 0 0 0 0 0 0 32196746 34457979 6829933 7326077 397380 397381 39424059 42181437 0 0 0 0 0 0 0 0 0 32782824 37355403 32782824 37355403 6641235 4826034 203652499 216271560 93714111 99185533 109938388 117086027 X 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. 0 0 35749344 34457979 PROVIDED 7,466 501(C)(3) ORGANIZATIONS WITH A STABLE SOURCE OF REASONABLY PRICED LIABILITY INSURANCE TAILORED TO THE SPECIALIZED NEEDS OF THE NONPROFIT SECTOR. 503561 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. 36252905 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 324 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X KIMBERLY ADAY CFO TREASURER 8314590980 333 FRONT STREET SUITE 200 SANTA CRUZ CA 95060 X R LAWRENCE BACON 1.00 X X 0 0 0 PAMELA DAVIS 20.00 X X 0 405128 24539 ROGER W GILBERT 1.00 X 0 0 0 MARTHA E MARCON 1.00 X 0 0 0 JOHN CHRISTENSEN 1.00 X 0 0 0 MARY STROUBE 1.00 X 0 0 0 JEANNE BELL 1.00 X 0 0 0 BILL WALTERS 1.00 X 0 0 0 LISA DOBEY 1.00 X 0 0 0 NORRIS CLARK 1.00 X 0 0 0 SUZANNE CROSS 1.00 X 0 0 0 CHERYL PADDACK 1.00 X 0 0 0 KATHLEEN ADAMSON 1.00 X 0 0 0 KIM ADAY 20.00 X 0 193964 19492 0 599092 44031 0 0 1 0 BIRENKATZMAN TRIAL LAWYERS 11911 SAN VINCENTE BLVD STE 140 LOS ANGELES CA 90049 LEGAL SERVICES 1300000 VOGL MEREDITH BURKE LLP 456 MONTGOMERY ST 20TH FL SAN FRANCISCO CA 94104 LEGAL SERVICES 914542 METHENY SEARS LINKERT & JAMIE LLP 3638 AMERICAN RIVER DR SACRAMENTO CA 95864 LEGAL SERVICES 510003 WOOD SMITH HENNING & BERMAN LLP 10960 WILSHIRE BLVD 18TH FL LOS ANGELES CA 90024 LEGAL SERVICES 430301 BRACK & MASON 12396 WORLD TRADE DR STE 103 SAN DIEGO CA 92128 LEGAL SERVICES 419568 16 NET EARNED PREMIUMS 524126 34208190 34208190 PROGRAM SERVICE FEES 524298 249789 249789 34457979 5777714 5777714 397381 0 397381 397381 397381 28231676 26683313 1548363 1548363 1548363 42181437 34457979 0 7723458 4577337 4465018 112319 88785 88785 258543 258543 5080165 4986974 93191 -2160 -2160 87742 12204 75538 32340 32340 25491 8295 17196 15829 15829 10990 10990 153145 153145 27473 27473 LOSS & LOSS ADJUSTMENT 21893485 21893485 POLICYHOLDER DIVIDEND 4844560 4844560 MISCELLANEOUS 145092 437 144655 TAXES & LICENSES 69309 69309 47277 41932 5345 37355403 36252905 1102498 0 9976085 6560980 11955961 11826603 2818781 2837200 6350110 1194641 4846435 5155469 143709907 155688514 1138239 2475471 29207091 31727323 203652499 216271560 366059 452675 2720000 2495000 90628052 96237858 93714111 99185533 X 0 0 900507 900507 109037881 116185520 109938388 117086027 203652499 216271560 X 4826034 2321605 X 0 1 1 X 0 X 31548759 31699100 31122856 32196746 34457979 161025440 31548759 31699100 31122856 32196746 34457979 161025440 0 600749 636226 601284 1838259 600749 636226 601284 1838259 159187181 5390500 5616640 5731114 6043405 6175095 28956754 5390500 5616640 5731114 6043405 6175095 28956754 320954 320954 36939259 37315740 37174924 38240151 40633074 190303148 0.83650 0.84690 0.15220 0.14470 X 1481423 1481423 4835555 1174124 3661431 33132 20517 12615 5155469 RECEIVABLE FROM AFFILIATE 55505 REINSURANCE RECOVERABLE 25540620 INTEREST RECEIVABLE 1031198 PREPAID REINSURANCE PREMIUM 5100000 31727323 LOSS & LOSS ADJUSTMENT RESERVES 73058589 UNEARNED PREMIUM RESERVE 21846126 PAYABLE TO AFFILIATE 469317 REINSURANCE PAYABLE 863826 96237858 42181437 37355403 4826034 2321605 2321605 7147639 41922894 0 41922894 258543 258543 42181437 37096860 0 37096860 258543 258543 37355403 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS CONCLUDED THAT THE COMPANY HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN OTHER COMPREHENSIVE INCOME 2,367,937. CHANGE IN DIVIDEND PAYABLE -46,332. TOTAL TO SCHEDULE D, PART XI, LINE 8: 2,321,605. 0 0 0 0 0 0 0 0 0 PAMELA DAVIS 0 309244 0 92722 0 3162 0 14700 0 9839 0 429667 0 0 KIM ADAY 0 163879 0 28129 0 1956 0 12225 0 7267 0 213456 0 0 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 11 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 ON ITS WEBSITE AS WELL AS UPON REQUEST. FORM 990, PART VII HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS PAMELA DAVIS 5.0 HRS PER WEEK AMS 1.0 HRS PER WEEK NANI 14.0 HRS PER WEEK ANI-RRG KIM ADAY 5.0 HRS PER WEEK AMS 1.0 HRS PER WEEK NANI 14.0 HRS PER WEEK ANI-RRG COMPENSATION PAID TO OFFICERS AND KEY EMPLOYEES IS FOR SERVICES RENDERED TO AMS AND ALL RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN OTHER COMPREHENSIVE INCOME 2,367,937. CHANGE IN DIVIDEND PAYABLE -46,332. TOTAL TO FORM 990, PART XI, LINE 5: 2,321,605. ALLIANCE MEMBER SERVICES 333 FRONT STREET STE 200 SANTA CRUZ CA 95060 061555318 SUPPORTING ORGANIZATION VT 501(C)(3) 11 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) 9 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) 9 N/A 0 AMS INSURANCE SERVICES INC PO BOX 8507 SANTA CRUZ CA 95061 770513798 INSURANCE BROKER CA N/A C 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0