NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA (EIN 77-0203935)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201123139349301917
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T13:42:27-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SPRING FOREST ROAD STE 115 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770203935 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONPROFITS' INSURANCE ALLIANCE OF CALIFORNIA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NONP | NameControl |
| Phone | 8314590980 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8507 | AddressLine1 |
| City | SANTA CRUZ | City |
| State | CA | State |
| ZIP Code | 95061 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM ADAY | Name |
| Title | VP FINANCE & TREASURER | Title |
| Phone | 8314590980 | Phone |
| Date Signed | 2011-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9197196400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAMELA DAVIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 FRONT STREET SUITE 200 | AddressLine1 |
| City | SANTA CRUZ | City |
| State | CA | State |
| ZIP Code | 95060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 67800851 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INSURANCEFORNONPROFITS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | CHARITABLE RISK POOL FOR CALIFORNIA NONPROFIT ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30891035 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32196746 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5788832 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6829933 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 824389 | OtherRevenuePriorYear |
| Other Revenue Current Year | 397380 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37504256 | TotalRevenuePriorYear |
| Total Revenue Current Year | 39424059 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22856401 | OtherExpensePriorYear |
| Other Expenses Current Year | 27920661 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22856401 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27920661 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14647855 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11503398 | RevenuesLessExpensesCY |
| Total Assets BOY | 184000396 | TotalAssetsBOY |
| Total Assets EOY | 203652499 | TotalAssetsEOY |
| Total Liabilities BOY | 84353863 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 93714111 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 99646533 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 109938388 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 25973217 | Expense |
| Revenue | 31968165 | Revenue |
| Description | PROVIDED 7,092 501(C)(3) ORGANIZATIONS WITH A STABLE SOURCE OF REASONABLY PRICED LIABILITY INSURANCE TAILORED TO THE SPECIALIZED NEEDS OF THE NONPROFIT SECTOR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 557855 | Expense |
| Revenue | 228581 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 26531072 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 273 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KIMBERLY ADAY VP FINANCE TREASUR | NamePerson |
| Telephone Number | 8314590980 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 FRONT STREET SUITE 200 | AddressLine1 |
| City | SANTA CRUZ | City |
| State | CA | State |
| ZIP Code | 95060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| R LAWRENCE BACON | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| PAMELA DAVIS | ||||||
| PRESIDENT & CEO | 20.00 | X | X | 0 | 419739 | 23891 |
| ROGER W GILBERT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARTHA E MARCON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN CHRISTENSEN | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| MARY STROUBE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEANNE BELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL WALTERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LISA DOBEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NORRIS CLARK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUZANNE CROSS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHERYL PADDACK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHNETTE PAGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KIM ADAY | ||||||
| VP FINANCE, TREASURER | 20.00 | X | 0 | 211416 | 18807 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 631155 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42698 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANDISH MELLON ASSET MANAGEMENT | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 1029 DEPT 81029 | AddressLine1 |
| City | WOBURN | City |
| State | MA | State |
| ZIP Code | 01813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT | DescriptionOfServices |
| Compensation | 179648 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET EARNED PREMIUMS | 524126 | 31968165 | 31968165 |
| PROGRAM SERVICE FEES | 524298 | 228581 | 228581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32196746 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5646025 | TotalRevenueColumn |
| Exclusion | $5,646,025 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 397380 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 397380 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 397380 | TotalRevenueColumn |
| Exclusion | $397,380 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29560700 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28376792 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1183908 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1183908 | TotalRevenueColumn |
| Exclusion | $1,183,908 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39424059 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32196746 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,227,313 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4239454 | Total |
| Program Services | 4130719 | ProgramServices |
| Management And General | 108735 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28471 | Total |
| Management And General | 28471 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77247 | Total |
| Management And General | 77247 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238343 | Total |
| Management And General | 238343 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4741481 | Total |
| Program Services | 4682576 | ProgramServices |
| Management And General | 58905 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340 | Total |
| Management And General | 340 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92768 | Total |
| Program Services | 13716 | ProgramServices |
| Management And General | 79052 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56726 | Total |
| Management And General | 56726 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27512 | Total |
| Program Services | 8122 | ProgramServices |
| Management And General | 19390 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20924 | Total |
| Management And General | 20924 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14717 | Total |
| Management And General | 14717 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119482 | Total |
| Management And General | 119482 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25479 | Total |
| Management And General | 25479 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LOSS & LOSS ADJUSTMENT | 17919422 | 17935924 | -16502 |
| TAXES & LICENSES | 370432 | 370432 | |
| MISCELLANEOUS | 99024 | 170 | 98854 |
| MEMBER SERVICES | 75383 | 75318 | 65 |
| DEFERRED ACQUISITION CO | -345178 | -345178 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118634 | Total |
| Program Services | 29705 | ProgramServices |
| Management And General | 88929 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27920661 | Total |
| Program Services | 26531072 | ProgramServices |
| Management And General | 1389589 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13751958 | BOY |
| EOY | 9976085 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10626440 | BOY |
| EOY | 11955961 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2472831 | BOY |
| EOY | 2818781 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5904799 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1058364 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4923049 | BOY |
| EOY | 4846435 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125647709 | BOY |
| EOY | 143709907 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 764679 | BOY |
| EOY | 1138239 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25813730 | BOY |
| EOY | 29207091 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184000396 | BOY |
| EOY | 203652499 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457529 | BOY |
| EOY | 366059 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2940000 | BOY |
| EOY | 2720000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80956334 | BOY |
| EOY | 90628052 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84353863 | BOY |
| EOY | 93714111 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 900507 | BOY |
| EOY | 900507 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98746026 | BOY |
| EOY | 109037881 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99646533 | BOY |
| EOY | 109938388 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184000396 | BOY |
| EOY | 203652499 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11503398 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1211543 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32307408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31548759 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31699100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31122856 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32196746 | CurrentTaxYear |
| Total | 158874869 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32307408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31548759 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31699100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31122856 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32196746 | CurrentTaxYear |
| Total | 158874869 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 600949 | CurrentTaxYearMinus1Year |
| Current Tax Year | 636226 | CurrentTaxYear |
| Total | 1237175 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 600949 | CurrentTaxYearMinus1Year |
| Current Tax Year | 636226 | CurrentTaxYear |
| Total | 1237175 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 157637694 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4156993 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5390500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5616640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5731114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6043405 | CurrentTaxYear |
| Total | 26938652 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4156993 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5390500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5616640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5731114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6043405 | CurrentTaxYear |
| Total | 26938652 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 320954 | CurrentTaxYearMinus1Year |
| Total | 320954 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36464401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36939259 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37315740 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37174924 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38240151 | CurrentTaxYear |
| Total | 186134475 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.84690 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.84840 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.14470 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.12980 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: PROGRAM SERVICE FEES MISCELLANEOUS | GeneralExplanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1481423 | OtherCostOrOtherBasis |
| Book Value | 1481423 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4390244 | OtherCostOrOtherBasis |
| Depreciation | 1038610 | Depreciation |
| Book Value | 3351634 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33132 | OtherCostOrOtherBasis |
| Depreciation | 19754 | Depreciation |
| Book Value | 13378 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4846435 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RECEIVABLE FROM AFFILIATE | 147106 |
| REINSURANCE RECOVERABLE | 23387204 |
| INTEREST RECEIVABLE | 1182536 |
| PREPAID REINSURANCE PREMIUM | 4490245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 29207091 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LOSS & LOSS ADJUSTMENT RESERVES | $69,689,692 |
| UNEARNED PREMIUM RESERVE | $20,096,970 |
| PAYABLE TO AFFILIATE | $839 |
| REINSURANCE PAYABLE | $840,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 90628052 | TotalOfAmounts |
| Total Revenue | 39424059 | TotalRevenue |
| Total Expenses | 27920661 | TotalExpenses |
| Excess Or Deficit For Year | 11503398 | ExcessOrDeficitForYear |
| Other | -$1,211,543 | OtherAmount |
| Total Adjustments | -1211543 | TotalAdjustments |
| Excess Or Deficit Per FS | 10291855 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 39185716 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 39185716 | RevenueSubtotal |
| Investment Expenses Not Included | 238343 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 238343 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 39424059 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27682318 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27682318 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 238343 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 238343 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27920661 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2010. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN OTHER COMPREHENSIVE INCOME 3,223,846. DIVIDEND PAID TO NONPROFIT MEMBERS -4,435,389. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | |||||||||||||
| 0 | 323504 | 0 | 93093 | 0 | 3142 | 0 | 14700 | 0 | 9191 | 0 | 443630 | 0 | 0 |
| KIM ADAY | |||||||||||||
| 0 | 182800 | 0 | 26663 | 0 | 1953 | 0 | 12568 | 0 | 6239 | 0 | 230223 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 B, LINE 12C | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | CHANGE IN OTHER COMPREHENSIVE INCOME 3,223,846. DIVIDEND PAID TO NONPROFIT MEMBERS -4,435,389. TOTAL TO FORM 990, PART XI, LINE 5: -1,211,543. | FORM 990, PART XI, LINE 5: |
| 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. | FORM 990, PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMS INSURANCE SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8507 | AddressLine1 |
| City | SANTA CRUZ | City |
| State | CA | State |
| ZIP Code | 95061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770513798 | EIN |
| Primary Activity | INSURANCE BROKER | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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