2011-11-09T13:42:27-06:00 2010-12-31 JOHNSON LAMBERT & CO LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2010-01-01 770203935 NONPROFITS' INSURANCE ALLIANCE OF CALIFORNIA INC NONP 8314590980 PO BOX 8507 SANTA CRUZ CA 95061 KIM ADAY 8314590980 2011-11-09 1 9197196400 2010 2016-02-24 21:20:13Z PAMELA DAVIS 333 FRONT STREET SUITE 200 SANTA CRUZ CA 95060 67800851 0 X WWW.INSURANCEFORNONPROFITS.ORG X 1988 CA CHARITABLE RISK POOL FOR CALIFORNIA NONPROFIT ORGANIZATIONS. 13 12 0 0 0 0 0 0 30891035 32196746 5788832 6829933 824389 397380 37504256 39424059 0 0 0 0 0 0 0 0 0 22856401 27920661 22856401 27920661 14647855 11503398 184000396 203652499 84353863 93714111 99646533 109938388 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 25973217 31968165 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. 557855 228581 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. 26531072 1 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 1 273 0 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 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 VP FINANCE TREASUR 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 419739 23891 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 JOHNETTE PAGAN 1.00 X 0 0 0 KIM ADAY 20.00 X 0 211416 18807 0 631155 42698 0 0 1 0 STANDISH MELLON ASSET MANAGEMENT BOX 1029 DEPT 81029 WOBURN MA 01813 INVESTMENT MANAGEMENT 179648 1 NET EARNED PREMIUMS 524126 31968165 31968165 PROGRAM SERVICE FEES 524298 228581 228581 32196746 5646025 5646025 397380 397380 397380 397380 29560700 28376792 1183908 1183908 1183908 39424059 32196746 0 7227313 4239454 4130719 108735 28471 28471 77247 77247 238343 238343 4741481 4682576 58905 340 340 92768 13716 79052 56726 56726 27512 8122 19390 20924 20924 14717 14717 119482 119482 25479 25479 LOSS & LOSS ADJUSTMENT 17919422 17935924 -16502 TAXES & LICENSES 370432 370432 MISCELLANEOUS 99024 170 98854 MEMBER SERVICES 75383 75318 65 DEFERRED ACQUISITION CO -345178 -345178 118634 29705 88929 27920661 26531072 1389589 0 13751958 9976085 10626440 11955961 2472831 2818781 5904799 1058364 4923049 4846435 125647709 143709907 764679 1138239 25813730 29207091 184000396 203652499 457529 366059 2940000 2720000 80956334 90628052 84353863 93714111 X 0 0 900507 900507 98746026 109037881 99646533 109938388 184000396 203652499 X 11503398 -1211543 X 0 1 1 X 0 X 32307408 31548759 31699100 31122856 32196746 158874869 32307408 31548759 31699100 31122856 32196746 158874869 0 600949 636226 1237175 600949 636226 1237175 157637694 4156993 5390500 5616640 5731114 6043405 26938652 4156993 5390500 5616640 5731114 6043405 26938652 320954 320954 36464401 36939259 37315740 37174924 38240151 186134475 0.84690 0.84840 0.14470 0.12980 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: PROGRAM SERVICE FEES MISCELLANEOUS 1481423 1481423 4390244 1038610 3351634 33132 19754 13378 4846435 RECEIVABLE FROM AFFILIATE 147106 REINSURANCE RECOVERABLE 23387204 INTEREST RECEIVABLE 1182536 PREPAID REINSURANCE PREMIUM 4490245 29207091 LOSS & LOSS ADJUSTMENT RESERVES 69689692 UNEARNED PREMIUM RESERVE 20096970 PAYABLE TO AFFILIATE 839 REINSURANCE PAYABLE 840551 90628052 39424059 27920661 11503398 -1211543 -1211543 10291855 39185716 0 39185716 238343 238343 39424059 27682318 0 27682318 238343 238343 27920661 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. 0 0 0 0 0 0 0 0 0 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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 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. 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