ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC
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Cite this
Plain text ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/alliance-of-nonprofits-for-insurance-risk-retention-group-inc-061555320. Retrieved 2026-11-03.
APA furp.org. (n.d.). ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 3, 2026, from https://furp.org/org/alliance-of-nonprofits-for-insurance-risk-retention-group-inc-061555320
MLA “ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC.” furp.org, tax years 2010–2024, https://furp.org/org/alliance-of-nonprofits-for-insurance-risk-retention-group-inc-061555320. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $117.7M · expenses $127.6M · assets $445.6M
- Also known as
- RISK RETENTION GROUP INC
- EIN
- 06-1555320
- Address
- PO BOX 8507, SANTA CRUZ, CA 95061-8507
- Website
- WWW.INSURANCEFORNONPROFITS.ORG
- NTEE code
- Y20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- December 2000 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity, 509(a)(2)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
ALLIANCE OF NONPROFITS FOR INSURANCE, RISK RETENTION GROUP, INC. (ANI) IS A CHARITABLE RISK POOL WHOSE PURPOSE IS TO PROVIDE AFFORDABLE, APPROPRIATE, STABLE, AND SPECIALIZED INSURANCE COVERAGES TO OTHER 501(C)(3) NONPROFIT ORGANIZATIONS 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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Pamela Davis | PRESIDENT | 2010-2024 | $524,492 | $7,303,577 | 4 |
| Kim Aday | CFO & TREASURER (TO JUN '24) | 2011-2024 | $326,272 | $4,643,951 | 4 |
| Carlos Ballesteros | CFO & TREASURER (FROM JUN '24) | 2024 | $184,202 | $184,202 | 4 |
| Kimberly Aday (former) | VP FINANCE, TREASURER | 2010 | $230,223 | $230,223 | 2 |
Officers and directors, no compensation reported
40 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Ann Marie Gothard | CHAIRMAN | 2021-2024 | 1 | $0 reported | 3 |
| Shaun Powers | SECRETARY | 2020-2024 | 1 | $0 reported | 3 |
| Jeffrey Kenneson | ASSISTANT SECRETARY (TO APR '24) | 2020-2024 | 1 | $0 reported | 2 |
| Dave Tatlock | ASSISTANT SECRETARY (FROM APR '24) | 2024 | 1 | $0 reported | 2 |
| S Orlene Grant | DIRECTOR | 2022-2024 | 1 | $0 reported | 3 |
| Edward Haik | DIRECTOR | 2017-2024 | 1 | $0 reported | 3 |
| Martha Marcon | DIRECTOR | 2010-2024 | 1 | $0 reported | 4 |
| Michael Shaver | VICE CHAIR | 2020-2024 | 1 | $0 reported | 3 |
| Norris Clark | DIRECTOR | 2013-2024 | 1 | $0 reported | 2 |
| Ahndrea Blue | DIRECTOR (FROM FEB '24) | 2024 | 1 | $0 reported | 1 |
| Kristen Bradbury | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| Carolyn Day | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Trudy Soucoup | DIRECTOR (FROM FEB '24) | 2024 | 1 | $0 reported | 1 |
| Stephen Sumner | DIRECTOR (TO FEB '24) | 2013-2024 | 1 | $0 reported | 3 |
| Dalena Mcgrew (former) | SECRETARY (TO FEB '23) | 2020-2023 | 1 | $0 reported | 1 |
| Jack Brown (former) | DIRECTOR (TO MAR '23) | 2021-2023 | 1 | $0 reported | 1 |
| Nikki Pope (former) | SECRETARY (TO FEB '22) | 2019-2022 | 1 | $0 reported | 1 |
| Dane Spurill (former) | DIRECTOR (TO AUG '22) | 2020-2022 | 1 | $0 reported | 1 |
| Pam Alvarez (former) | VICE CHAIR (TO FEB '21) | 2018-2021 | 1 | $0 reported | 3 |
| Annamaria Rapakko (former) | DIRECTOR (TO FEB '21) | 2018-2021 | 1 | $0 reported | 1 |
| Avnish Gupta (former) | SECRETARY (TO FEB '20) | 2017-2020 | 1 | $0 reported | 3 |
| Cindy Lyford (former) | ASSITANT SECRETARY (TO APR '20) | 2018-2020 | 1 | $0 reported | 2 |
| Ronald Carleton (former) | DIRECTOR (TO FEB '20) | 2017-2020 | 1 | $0 reported | 1 |
| Glen Casel (former) | DIRECTOR (TO FEB '20) | 2014-2020 | 1 | $0 reported | 1 |
| Tom Wander (former) | DIRECTOR | 2016-2019 | 1 | $0 reported | 4 |
| Wilson Jones (former) | CHAIRMAN | 2010-2017 | 1 | $0 reported | 3 |
| Andrew Sargeant (former) | ASSISTANT SECRETARY | 2010-2017 | 1 | $0 reported | 2 |
| Pamela Alvarez (former) | SECRETARY | 2015-2017 | 1 | $0 reported | 1 |
| Michelle Uchiyama (former) | DIRECTOR (TO APR '17) | 2013-2017 | 1 | $0 reported | 1 |
| R Lawrence Bacon (former) | DIRECTOR (TO MAR '16) | 2010-2016 | 1 | $0 reported | 4 |
| Robert Huven (former) | DIRECTOR | 2015-2016 | 1 | $0 reported | 1 |
| Bernadette Maddox (former) | DIRECTOR | 2014-2016 | 1 | $0 reported | 1 |
| Ted Van Name (former) | DIRECTOR | 2010-2016 | 1 | $0 reported | 1 |
| Steven Richard (former) | SECRETARY (TO AUG '14) | 2010-2014 | 1 | $0 reported | 3 |
| David Altman (former) | DIRECTOR (TO FEB '14) | 2010-2014 | 1 | $0 reported | 1 |
| Roger W Gilbert (former) | DIRECTOR (TO FEB '13) | 2010-2013 | 1 | $0 reported | 4 |
| Andrew Sargent (former) | ASSISTANT SECRETARY | 2011-2012 | 1 | $0 reported | 2 |
| Robert Emrich (former) | DIRECTOR (TO DEC '12) | 2010-2012 | 1 | $0 reported | 1 |
| Steven Sumner (former) | DIRECTOR | 2011-2012 | 1 | $0 reported | 1 |
| Robert Blumenfeld (former) | DIRECTOR (TO OCT '10) | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 17 people listed · 3 paid, $1.0M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 17 | $0 | $498,564 | $25,928 | $524,492 | 4 |
| KIM ADAY | CFO & TREASURER (TO JUN '24) | 17 | $0 | $296,737 | $29,535 | $326,272 | 4 |
| CARLOS BALLESTEROS | CFO & TREASURER (FROM JUN '24) | 17 | $0 | $177,433 | $6,769 | $184,202 | 4 |
| ANN MARIE GOTHARD | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL SHAVER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| SHAUN POWERS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFFREY KENNESON | ASSISTANT SECRETARY (TO APR '24) | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVE TATLOCK | ASSISTANT SECRETARY (FROM APR '24) | 1 | $0 | $0 | $0 | $0 | 2 |
| AHNDREA BLUE | DIRECTOR (FROM FEB '24) | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTEN BRADBURY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CAROLYN DAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| S ORLENE GRANT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| EDWARD HAIK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TRUDY SOUCOUP | DIRECTOR (FROM FEB '24) | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN SUMNER | DIRECTOR (TO FEB '24) | 1 | $0 | $0 | $0 | $0 | 3 |
2023 · 15 people listed · 2 paid, $959K · 0 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $504,030 | $29,149 | $533,179 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $392,846 | $32,992 | $425,838 | 4 |
| ANN MARIE GOTHARD | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL SHAVER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| DALENA MCGREW | SECRETARY (TO FEB '23) | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAUN POWERS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFFREY KENNESON | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| KRISTEN BRADBURY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK BROWN | DIRECTOR (TO MAR '23) | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CAROLYN DAY | DIRECTOR (FROM FEB '23) | 1 | $0 | $0 | $0 | $0 | 1 |
| S ORLENE GRANT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| EDWARD HAIK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| STEPHEN SUMNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
2022 · 16 people listed · 2 paid, $922K · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $504,278 | $27,360 | $531,638 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $358,962 | $31,363 | $390,325 | 4 |
| STEPHEN SUMNER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| ANN MARIE GOTHARD | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| DALENA MCGREW | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| NIKKI POPE | SECRETARY (TO FEB '22) | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY KENNESON | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| KRISTEN BRADBURY | DIRECTOR (FROM DEC '22) | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK BROWN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| S ORLENE GRANT | DIRECTOR (FROM FEB '22) | 1 | $0 | $0 | $0 | $0 | 3 |
| EDWARD HAIK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| SHAUN POWERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL SHAVER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DANE SPURILL | DIRECTOR (TO AUG '22) | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 16 people listed · 2 paid, $853K · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $474,341 | $30,579 | $504,920 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $316,064 | $31,592 | $347,656 | 4 |
| STEPHEN SUMNER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| PAM ALVAREZ | VICE CHAIR (TO FEB '21) | 1 | $0 | $0 | $0 | $0 | 3 |
| NIKKI POPE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY KENNESON | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JACK BROWN | DIRECTOR (FROM FEB '21) | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ANN MARIE GOTHARD | DIRECTOR (FROM FEB '21) | 1 | $0 | $0 | $0 | $0 | 3 |
| EDWARD HAIK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| DALENA MCGREW | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAUN POWERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ANNAMARIA RAPAKKO | DIRECTOR (TO FEB '21) | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL SHAVER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DANE SPURILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 18 people listed · 2 paid, $864K · 0 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $472,503 | $29,119 | $501,622 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $332,191 | $30,202 | $362,393 | 4 |
| STEPHEN SUMNER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| PAM ALVAREZ | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| AVNISH GUPTA | SECRETARY (TO FEB '20) | 1 | $0 | $0 | $0 | $0 | 3 |
| NIKKI POPE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY KENNESON | ASSISTANT SECRETARY (FROM APR '20) | 1 | $0 | $0 | $0 | $0 | 2 |
| CINDY LYFORD | ASSITANT SECRETARY (TO APR '20) | 1 | $0 | $0 | $0 | $0 | 2 |
| RONALD CARLETON | DIRECTOR (TO FEB '20) | 1 | $0 | $0 | $0 | $0 | 1 |
| GLEN CASEL | DIRECTOR (TO FEB '20) | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| EDWARD HAIK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| DALENA MCGREW | DIRECTOR (FROM FEB '20) | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAUN POWERS | DIRECTOR (FROM FEB '20) | 1 | $0 | $0 | $0 | $0 | 3 |
| ANNAMARIA RAPAKKO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL SHAVER | DIRECTOR (FROM FEB '20) | 1 | $0 | $0 | $0 | $0 | 3 |
| DANE SPURILL | DIRECTOR (FROM FEB '20) | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 14 people listed · 2 paid, $846K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $462,220 | $30,572 | $492,792 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $323,086 | $30,463 | $353,549 | 4 |
| STEPHEN SUMNER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| PAM ALVAREZ | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| AVNISH GUPTA | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| CINDY LYFORD | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| RONALD CARLETON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLEN CASEL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| EDWARD HAIK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| NIKKI POPE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANNAMARIA RAPAKKO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM WANDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2018 · 13 people listed · 2 paid, $818K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $457,268 | $27,122 | $484,390 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $303,339 | $29,807 | $333,146 | 4 |
| STEPHEN SUMNER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| PAM ALVAREZ | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| AVNISH GUPTA | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| CINDY LYFORD | ASSISTANT SECRETARY (FROM FEB '18) | 1 | $0 | $0 | $0 | $0 | 2 |
| RONALD CARLETON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLEN CASEL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| EDWARD HAIK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| ANNAMARIA RAPAKKO | DIRECTOR (FROM AUG '18) | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM WANDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2017 · 14 people listed · 2 paid, $816K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $461,201 | $26,373 | $487,574 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $299,472 | $29,054 | $328,526 | 4 |
| WILSON JONES | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| STEPHEN SUMNER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| PAMELA ALVAREZ | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW SARGEANT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| RONALD CARLETON | DIRECTOR (FROM MAR '17) | 1 | $0 | $0 | $0 | $0 | 1 |
| GLEN CASEL | DIRECTOR (FROM MAR '17) | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| AVNISH GUPTA | DIRECTOR (FROM MAR '17) | 1 | $0 | $0 | $0 | $0 | 3 |
| EDWARD HAIK | DIRECTOR (FROM MAY '17) | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MICHELLE UCHIYAMA | DIRECTOR (TO APR '17) | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM WANDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
2016 · 14 people listed · 2 paid, $826K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $465,768 | $27,455 | $493,223 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $304,342 | $28,392 | $332,734 | 4 |
| WILSON JONES | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| STEPHEN SUMNER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| PAMELA ALVAREZ | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW SARGEANT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| R LAWRENCE BACON | DIRECTOR (TO MAR '16) | 1 | $0 | $0 | $0 | $0 | 4 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT HUVEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BERNADETTE MADDOX | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TED VAN NAME | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE UCHIYAMA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM WANDER | DIRECTOR (FROM MAR '16) | 1 | $0 | $0 | $0 | $0 | 4 |
2015 · 14 people listed · 2 paid, $810K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $455,351 | $26,552 | $481,903 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $301,812 | $26,484 | $328,296 | 4 |
| WILSON JONES | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| STEPHEN SUMNER | VICE CHAIR & SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREW SARGEANT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| PAMELA ALVAREZ | DIRECTOR (FROM FEB '15) | 1 | $0 | $0 | $0 | $0 | 1 |
| R LAWRENCE BACON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| GLEN CASEL | DIRECTOR (TO FEB '15) | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT HUVEN | DIRECTOR (FROM FEB '15) | 1 | $0 | $0 | $0 | $0 | 1 |
| BERNADETTE MADDOX | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TED VAN NAME | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE UCHIYAMA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 14 people listed · 2 paid, $791K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $443,174 | $28,475 | $471,649 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $292,419 | $26,992 | $319,411 | 4 |
| WILSON JONES | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| STEPHEN SUMNER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| STEVEN RICHARD | SECRETARY (TO AUG '14) | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREW SARGEANT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID ALTMAN | DIRECTOR (TO FEB '14) | 1 | $0 | $0 | $0 | $0 | 1 |
| R LAWRENCE BACON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| GLEN CASEL | DIRECTOR (FROM AUG '14) | 1 | $0 | $0 | $0 | $0 | 1 |
| NORRIS CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BERNADETTE MADDOX | DIRECTOR (FROM FEB '14) | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TED VAN NAME | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE UCHIYAMA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 13 people listed · 2 paid, $770K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $442,449 | $25,124 | $467,573 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $278,363 | $23,611 | $301,974 | 4 |
| WILSON JONES | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| STEVEN RICHARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREW SARGEANT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID ALTMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| R LAWRENCE BACON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| NORRIS CLARK | DIRECTOR (FROM MAR '13) | 1 | $0 | $0 | $0 | $0 | 2 |
| ROGER W GILBERT | DIRECTOR (TO FEB '13) | 1 | $0 | $0 | $0 | $0 | 4 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TED VAN NAME | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN SUMNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHELLE UCHIYAMA | DIRECTOR (FROM FEB '13) | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 12 people listed · 2 paid, $736K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $430,324 | $25,001 | $455,325 | 4 |
| KIM ADAY | CFO, TREASURER | 14 | $0 | $256,961 | $23,414 | $280,375 | 4 |
| WILSON M JONES | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| STEVEN RICHARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREW SARGENT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID ALTMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| R LAWRENCE BACON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT EMRICH | DIRECTOR (TO DEC '12) | 1 | $0 | $0 | $0 | $0 | 1 |
| ROGER W GILBERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TED VAN NAME | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVEN SUMNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 12 people listed · 2 paid, $643K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $405,128 | $24,539 | $429,667 | 4 |
| KIM ADAY | VP FINANCE, TREASURER | 14 | $0 | $193,964 | $19,492 | $213,456 | 4 |
| WILSON M JONES | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| STEVEN RICHARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREW SARGENT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID ALTMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| R LAWRENCE BACON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT EMRICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROGER W GILBERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TED VAN NAME | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVEN SUMNER | DIRECTOR (FROM FEB '11) | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 12 people listed · 2 paid, $674K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT | 14 | $0 | $419,739 | $23,891 | $443,630 | 4 |
| KIMBERLY ADAY | VP FINANCE, TREASURER | 14 | $0 | $211,416 | $18,807 | $230,223 | 2 |
| WILSON M JONES | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| ROGER W GILBERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TED VAN NAME | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| R LAWRENCE BACON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| ANDREW SARGEANT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| STEVEN RICHARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT EMRICH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTHA MARCON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVID ALTMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT BLUMENFELD | DIRECTOR (TO OCT '10) | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | FORT LAUDERDALE, FL | MEMBER DEFENSE EXPENSES | $907,312 |
| PRETZEL & STOUFFER CHARTERED | CHICAGO, IL | MEMBER DEFENSE EXPENSES | $754,552 |
| BUCHANAN & BUCHANAN PA | OCALA, FL | MEMBER DEFENSE EXPENSES | $624,102 |
| MOLOD SPITZ & DESANTIS PC | NEW YORK, NY | MEMBER DEFENSE EXPENSES | $603,561 |
| VERNIS & BOWLING OF PALM BEACH PA | NORTH PALM BEACH, FL | MEMBER DEFENSE EXPENSES | $549,579 |
2023 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | FORT LAUDERDALE, FL | MEMBER DEFENSE EXPENSES | $595,344 |
| BUCHANAN & BUCHANAN PA | OCALA, FL | MEMBER DEFENSE EXPENSES | $535,487 |
| PRETZEL & STOUFFER CHARTERED | CHICAGO, IL | MEMBER DEFENSE EXPENSES | $530,527 |
| BUSH & AUGSPURGER PA | ORLANDO, FL | MEMBER DEFENSE EXPENSES | $527,121 |
| MESSNER REEVES LLP | COSTA MESA, CA | MEMBER DEFENSE EXPENSES | $507,241 |
2022 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | SCRANTON, PA | MEMBER DEFENSE EXPENSES | $485,990 |
| BUCHANAN & BUCHANAN PA | OCALA, FL | MEMBER DEFENSE EXPENSES | $375,596 |
| MOLOD SPITZ & DESANTIS PC | NEW YORK, NY | MEMBER DEFENSE EXPENSES | $338,540 |
| PRETZEL & STOUFFER CHARTERED | CHICAGO, IL | MEMBER DEFENSE EXPENSES | $335,916 |
| BUSH & AUGSPURGER PA | ORLANDO, FL | MEMBER DEFENSE EXPENSES | $333,607 |
2021 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| CANTOR WOLFF NICASTRO & HALLL LLC | BUFFALO, NY | MEMBER DEFENSE EXPENSES | $450,000 |
| KEATING JONES HUGHES PC | PORTLAND, OR | MEMBER DEFENSE EXPENSES | $406,704 |
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | SCRANTON, PA | MEMBER DEFENSE EXPENSES | $379,081 |
| MOLOD SPITZ & DESANTIS PC | NEW YORK, NY | MEMBER DEFENSE EXPENSES | $313,856 |
| BUCHANAN & BUCHANAN PA | OCALA, FL | MEMBER DEFENSE EXPENSES | $285,357 |
2020 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | CINCINNATI, OH | MEMBER DEFENSE EXPENSES | $614,719 |
| KEATING JONES HUGHES PC | PORTLAND, OR | MEMBER DEFENSE EXPENSES | $482,406 |
| MOLOD SPITZ & DESANTIS PC | NEW YORK, NY | MEMBER DEFENSE EXPENSES | $328,829 |
| SIBONI & BUCHANAN PLLC | OCALA, FL | MEMBER DEFENSE EXPENSES | $293,569 |
| BARBER LAW FIRM PLLC | LITTLE ROCK, AR | MEMBER DEFENSE EXPENSES | $215,189 |
2019 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | PHILADELPHIA, PA | MEMBER DEFENSE EXPENSES | $928,516 |
| MOLOD SPITZ & DESANTIS PC | NEW YORK, NY | MEMBER DEFENSE EXPENSES | $455,369 |
| KEATING JONES HUGHES PC | PORTLAND, OR | MEMBER DEFENSE EXPENSES | $245,920 |
| BANCROFT MCGAVIN HORVATH & JUDKINS P | FAIRFAX, VA | MEMBER DEFENSE EXPENSES | $242,899 |
| BUSH & AUGSPURGER PA | TALLAHASSEE, FL | MEMBER DEFENSE EXPENSES | $241,787 |
2018 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | PHILADELPHIA, PA | MEMBER DEFENSE EXPENSES | $925,416 |
| BUSH & AUGSPURGER PA | TALLAHASSEE, FL | MEMBER DEFENSE EXPENSES | $304,868 |
| MOLOD SPITZ & DESANTIS PC | NEW YORK, NY | MEMBER DEFENSE EXPENSES | $303,782 |
| BANCROFT MCGAVIN HORVATH & JUDKINS PC | FAIRFAX, VA | MEMBER DEFENSE EXPENSES | $281,981 |
| BARBER LAW FIRM PLLC | LITTLE ROCK, AR | MEMBER DEFENSE EXPENSES | $215,261 |
2017 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | PHILADELPHIA, PA | MEMBER DEFENSE EXPENSES | $668,294 |
| MOLOD SPITZ & DESANTIS PC | NEW YORK, NY | MEMBER DEFENSE EXPENSES | $224,808 |
| BANCROFT MCGAVIN HORVATH & JUDKINS P | FAIRFAX, VA | MEMBER DEFENSE EXPENSES | $221,434 |
| BULLARD SMITH JERNSTEDT WILSON PC | PORTLAND, OR | MEMBER DEFENSE EXPENSES | $212,545 |
| BUSH & AUGSPURGER PA | TALLAHASSEE, FL | MEMBER DEFENSE EXPENSES | $211,204 |
2016 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | PHILADELPHIA, PA | MEMBER DEFENSE EXPENSES | $398,518 |
| QUINTAIROS PRIETO WOOD & BOYER PA | ORLANDO, FL | MEMBER DEFENSE EXPENSES | $245,002 |
| MOLOD SPITZ & DESANTIS PC | NEW YORK, NY | MEMBER DEFENSE EXPENSES | $209,449 |
| BANCROFT MCGAVIN HORVATH & JUDKINS P | FAIRFAX, VA | MEMBER DEFENSE EXPENSES | $199,746 |
| ARCHER NORRIS | WALNUT CREEK, CA | MEMBER DEFENSE EXPENSES | $180,796 |
2015 · 5 contractors · $793K
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | PITTSBURGH, PA | MEMBER DEFENSE EXPENSES | $263,552 |
| ARCHER NORRIS | WALNUT CREEK, CA | MEMBER DEFENSE EXPENSES | $144,422 |
| BARBER LAW FIRM PLLC | LITTLE ROCK, AR | MEMBER DEFENSE EXPENSES | $141,306 |
| DIMURO GINSBERG PC | ALEXANDRIA, VA | MEMBER DEFENSE EXPENSES | $129,544 |
| BULLARD SMITH JERNSTEDT WILSON PC | PORTLAND, OR | MEMBER DEFENSE EXPENSES | $114,642 |
2014 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | PHILADELPHIA, PA | CLAIMS LEGAL FEES | $305,251 |
| BARBER MCCASKILL JONES & HALE PA | LITTLE ROCK, AR | CLAIMS LEGAL FEES | $304,670 |
| MARGOLIS EDELSTEIN | PHILADELPHIA, PA | CLAIMS LEGAL FEES | $201,035 |
| SCHWED KAHLE & KRESS PA | PALM BEACH GARDENS, FL | CLAIMS LEGAL FEES | $148,615 |
| THATCHER LAW FIRM LLC | GREENBELT, MD | CLAIMS LEGAL FEES | $147,672 |
2013 · 5 contractors · $907K
| Name | Location | Service | Paid |
|---|---|---|---|
| MITCHELL LANG & SMITH | CLAIMS LEGAL FEES | $227,554 | |
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | CLAIMS LEGAL FEES | $208,798 | |
| BARBER MCCASKILL JONES & HALE PA | CLAIMS LEGAL FEES | $173,875 | |
| WRIGHT CONSTABLE & SKEEN LLP | CLAIMS LEGAL FEES | $161,016 | |
| MARGOLIS EDELSTEIN | CLAIMS LEGAL FEES | $136,006 |
2012 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| MCCARTHY WILSON LLP | ROCKVILLE, MD | CLAIMS LEGAL FEES | $600,000 |
| SENTER GOLDFARB & RICE LLC | DENVER, CO | CLAIMS LEGAL FEES | $158,968 |
| WRIGHT CONSTABLE & SKEEN LLP | BALTIMORE, MD | CLAIMS LEGAL FEES | $153,380 |
| MITCHELL LANG & SMITH | PORTLAND, OR | CLAIMS LEGAL FEES | $143,050 |
| MARSHALL DENNEHEY WARNER COLEMAN & GOGGI | PHILADELPHIA, PA | CLAIMS LEGAL FEES | $139,436 |
2011 · 3 contractors · $469K
| Name | Location | Service | Paid |
|---|---|---|---|
| STOEL RIVES LLP | PORTLAND, OR | LEGAL SERVICES | $204,111 |
| FUNK & BOLTON PA | BALTIMORE, MD | LEGAL SERVICES | $151,383 |
| YOST & TRETTA LLP | PHILADELPHIA, PA | LEGAL SERVICES | $113,997 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $117,699,226 | $127,561,636 | $445,634,448 | $52,452,694 | $0 | $110,765,690 | $0 | 0 | 14 |
| 2023 · Form 990 | ||||||||
| $101,585,397 | $92,546,605 | $374,154,517 | $65,043,302 | $0 | $97,158,562 | $0 | 0 | 13 |
| 2022 · Form 990 | ||||||||
| $86,466,315 | $79,950,826 | $304,018,973 | $51,759,676 | $0 | $83,797,647 | $0 | 0 | 14 |
| 2021 · Form 990 | ||||||||
| $70,179,499 | $62,162,569 | $261,341,148 | $60,166,835 | $0 | $67,715,179 | $0 | 0 | 14 |
| 2020 · Form 990 | ||||||||
| $54,541,093 | $48,235,334 | $220,310,661 | $55,819,892 | $0 | $50,897,738 | $0 | 0 | 16 |
| 2019 · Form 990 | ||||||||
| $42,587,185 | $38,449,890 | $177,938,148 | $46,790,226 | $0 | $39,366,401 | $0 | 0 | 11 |
| 2018 · Form 990 | ||||||||
| $36,609,731 | $34,333,039 | $155,041,179 | $38,854,594 | $0 | $34,180,878 | $0 | 0 | 11 |
| 2017 · Form 990 | ||||||||
| $32,989,223 | $30,239,858 | $146,633,544 | $38,172,978 | $0 | $30,962,219 | $0 | 0 | 12 |
| 2016 · Form 990 | ||||||||
| $31,476,837 | $29,612,909 | $128,949,092 | $35,164,213 | $0 | $29,786,977 | $0 | 0 | 12 |
| 2015 · Form 990 | ||||||||
| $29,841,224 | $27,920,924 | $116,124,740 | $33,657,009 | $0 | $28,386,178 | $0 | 0 | 11 |
| 2014 · Form 990 | ||||||||
| $25,034,413 | $24,224,114 | $102,554,077 | $28,530,638 | $0 | $23,631,985 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $20,407,006 | $19,612,642 | $86,422,567 | $27,074,978 | $0 | $19,160,099 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $16,223,321 | $14,802,894 | $78,009,982 | $27,884,918 | $0 | $14,585,336 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $14,171,549 | $12,668,692 | $69,056,887 | $25,952,875 | $0 | $12,588,223 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $13,074,051 | $10,951,519 | $63,668,604 | $23,780,786 | $0 | $11,505,825 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- NATIONAL ALLIANCE OF NONPROFITS FOR INSURANCE INC Santa Cruz, CA · 12 people in common (Ann Marie Gothard, Carlos Ballesteros, Dave Tatlock) · related organization (Schedule R)
- ALLIANCE MEMBER SERVICES INC Santa Cruz, CA · 10 people in common (Ann Marie Gothard, Carlos Ballesteros, Edward Haik) · related organization (Schedule R)
- NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA Santa Cruz, CA · 5 people in common (Carlos Ballesteros, Kim Aday, Martha Marcon) · related organization (Schedule R)
Funders of this organization
1 grantor reported grants to this organization, $45,000 in all, tax years 2025 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| SPENCER EDUCATIONAL FOUNDATION INC | Public charity | Exact | 2025 | 1 | $45,000 | 2025 | $45,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA | CA | Y20 | $134,210,177 | $171,758,446 | PRESIDENT & CEO | $524,492 | Same NTEE code Y20, revenue within 2x, same state, similar mission |
| SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST | CA | Y20 | $63,271,711 | $14,332,681 | SECRETARY | $367,712 | Same NTEE code Y20, revenue within 2x, same state |
| UNITED CHURCH INSURANCE ASSOCIATION | OH | Y20 | $87,827,463 | $80,050,957 | PRESIDENT/ CEO | $605,688 | Same NTEE code Y20, revenue within 2x |
| SOUTHERN MUTUAL CHURCH INSURANCE COMPANY | SC | Y20 | $71,997,103 | $70,635,579 | PRESIDENT/CE | $447,782 | Same NTEE code Y20, revenue within 2x |
| NEW HAMPSHIRE INDIVIDUAL HEALTH PLAN BENEFIT ASSOCIATION | NH | Y20 | $65,745,175 | $65,745,175 | Chair | $0 | Same NTEE code Y20, revenue within 2x |
| NYSA ILA VACATION & HOLIDAY FUND | NJ | Y20 | $78,049,065 | $78,049,065 | DIRECTOR | $342,314 | Same NTEE code Y20, revenue within 2x |
| AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS | PA | Y20 | $102,923,855 | $85,968,787 | PRESIDENT/CEO | $3,209,292 | Same NTEE code Y20, revenue within 2x |
| BERKS COUNTY SCHOOL DISTRICTS HEALTH TR | PA | Y20 | $116,794,948 | $122,697,511 | EXECUTIVE DIRECTOR THROUGH JUNE 2025 | $38,000 | Same NTEE code Y20, revenue within 2x |
| SUTTER INSURANCE SERVICES CORPORATION | HI | Y20 | $119,794,155 | $55,819,861 | PRESIDENT & CEO SH/Chair SISCO | $11,904,420 | Same NTEE code Y20, revenue within 2x |
| PAISBOA HEALTH BENEFIT TR | PA | Y20 | $135,504,118 | $144,859,973 | EXECUTIVE DIRECTOR | $282,171 | Same NTEE code Y20, revenue within 2x |
| LOMA LINDA UNIVERSITY ADVENTIST HEALTH SCIENCES CNTR LIABILITY TR | CA | Y20 | $25,785,086 | $11,083,490 | TRUSTEE | $38,835 | Same NTEE code Y20, revenue within 5x, same state |
| FIRST MEDICAL INSURANCE COMPANT A RISK RETENTION GROUP | VT | Y20 | $26,542,371 | $21,158,206 | SECRETARY | $513,446 | Same NTEE code Y20, revenue within 5x, similar name |
| ASCENSION HEALTH PROFESSIONAL AND GENERAL LIABILITY SELF-INSURANCE | MO | Y20 | $286,007,626 | $336,983,846 | TRUSTEE | $83,896 | Same NTEE code Y20, revenue within 5x |
| RVC INSURANCE COMPANY INC | NY | Y20 | $38,643,811 | $41,272,308 | DIRECTOR | $4,755,111 | Same NTEE code Y20, revenue within 5x |
| HILLS INSURANCE COMPANY INC | IN | Y20 | $36,784,851 | $23,229,689 | DIRECTOR/PRESIDENT/CHAIR | $3,036,555 | Same NTEE code Y20, revenue within 5x |
| UNIVERSITY OF CHICAGO SELF INSURANCE TRUST | IL | Y20 | $44,175,679 | $80,187,937 | INSTITUTIONAL TRUSTEE | $0 | Same NTEE code Y20, revenue within 5x |
| LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST INC | MO | Y20 | $24,819,466 | $24,163,996 | PRESIDENT/TRUSTEE | $0 | Same NTEE code Y20, revenue within 5x |
| UNITED CHURCH INSURANCE COMPANY INC | OH | Y20 | $41,429,752 | $35,480,387 | PRESIDENT/ CEO | $605,688 | Same NTEE code Y20, revenue within 5x |
| AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUST | IN | Y20 | $39,046,486 | $37,897,382 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 5x |
| COLLEGE INSURANCE COMPANY | VT | Y20 | $36,291,433 | $34,894,035 | PRESIDENT/CHAIR | $788,506 | Same NTEE code Y20, revenue within 5x |
| MASSACHUSETTS LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION | MA | Y20 | $40,425,091 | $990,127 | EXECUTIVE DIRECTOR | $128,500 | Same NTEE code Y20, revenue within 5x |
| NEW YORK TRADES COUNCIL & HOTEL ASSOCIATION OF NEW YORK CITY | NY | Y20 | $294,359,296 | $282,727,285 | CHIEF EXEC OFFICER | $2,463,302 | Same NTEE code Y20, revenue within 5x |
| MOUNT SINAI HOSPITAL INSURANCE TRUST NO 1 | FL | Y20 | $47,019,813 | $46,995,922 | PRESIDENT/CEO | $2,535,492 | Same NTEE code Y20, revenue within 5x |
| MONTANA HEALTH COOPERATIVE | MT | Y20 | $453,432,307 | $501,285,329 | CEO | $470,196 | Same NTEE code Y20, revenue within 5x |
| CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TR | VA | Y20 | $46,048,013 | $41,537,571 | Chair | $0 | Same NTEE code Y20, revenue within 5x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $127,561,636 spent · pay $0 · grants $0 · events $23,076
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $93,014,240 | $93,014,240 | - | - | 72.9% |
| Fees: other services | $18,347,125 | $17,812,695 | $534,430 | - | 14.4% | |
| Fees: management | $10,754,509 | $10,710,509 | $44,000 | - | 8.4% | |
| Other (as described) | PREMIUM TAXES | $4,840,927 | $4,840,927 | - | - | 3.8% |
| All other expenses | $734,847 | $567,792 | $167,055 | - | 0.6% | |
| Fees: investment management | $407,832 | - | $407,832 | - | 0.3% | |
| Fees: legal | $271,455 | - | $271,455 | - | 0.2% | |
| Fees: lobbying | $105,358 | $105,358 | - | - | 0.1% | |
| Fees: accounting | $61,632 | - | $61,632 | - | 0.0% | |
| Interest | $49,888 | - | $49,888 | - | 0.0% | |
| Office expenses | $48,247 | - | $48,247 | - | 0.0% | |
| Other (as described) | LICENSES & FEES | $40,062 | - | $40,062 | - | 0.0% |
| Travel | $26,403 | - | $26,403 | - | 0.0% | |
| Conferences, conventions and meetings | $23,076 | - | $23,076 | - | 0.0% | |
| Insurance | $8,930 | - | $8,930 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$1,172,895 | -$1,172,895 | - | - | -0.9% |
| Total | $127,561,636 | 100% |
2023 · Form 990 · $92,546,605 spent · pay $0 · grants $0 · events $15,196
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $62,705,649 | $62,705,649 | - | - | 67.8% |
| Fees: other services | $16,059,377 | $15,694,613 | $364,764 | - | 17.4% | |
| Fees: management | $9,650,648 | $9,626,648 | $24,000 | - | 10.4% | |
| Other (as described) | PREMIUM TAXES | $4,557,020 | $4,557,020 | - | - | 4.9% |
| All other expenses | $662,778 | $662,778 | - | - | 0.7% | |
| Fees: investment management | $308,070 | - | $308,070 | - | 0.3% | |
| Other (as described) | LICENSES & FEES | $181,270 | - | $181,270 | - | 0.2% |
| Fees: lobbying | $97,208 | $97,208 | - | - | 0.1% | |
| Fees: legal | $60,315 | - | $60,315 | - | 0.1% | |
| Fees: accounting | $49,800 | - | $49,800 | - | 0.1% | |
| Interest | $40,000 | - | $40,000 | - | 0.0% | |
| Office expenses | $27,120 | - | $27,120 | - | 0.0% | |
| Conferences, conventions and meetings | $15,196 | - | $15,196 | - | 0.0% | |
| Travel | $3,927 | - | $3,927 | - | 0.0% | |
| Insurance | -$59,975 | - | -$59,975 | - | -0.1% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$1,811,798 | -$1,811,798 | - | - | -2.0% |
| Total | $92,546,605 | 100% |
2022 · Form 990 · $79,950,826 spent · pay $0 · grants $0 · events $3,172
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $55,186,562 | $55,186,562 | - | - | 69.0% |
| Fees: other services | $13,492,245 | $13,385,044 | $107,201 | - | 16.9% | |
| Fees: management | $7,968,456 | $7,623,713 | $344,743 | - | 10.0% | |
| Other (as described) | PREMIUM TAXES | $4,027,001 | $4,027,001 | - | - | 5.0% |
| All other expenses | $472,718 | $462,198 | $10,520 | - | 0.6% | |
| Fees: investment management | $271,201 | - | $271,201 | - | 0.3% | |
| Other (as described) | LICENSES & FEES | $172,742 | - | $172,742 | - | 0.2% |
| Fees: lobbying | $156,722 | $156,722 | - | - | 0.2% | |
| Fees: accounting | $65,342 | - | $65,342 | - | 0.1% | |
| Interest | $40,000 | - | $40,000 | - | 0.1% | |
| Conferences, conventions and meetings | $3,172 | - | $3,172 | - | 0.0% | |
| Office expenses | $3,138 | - | $3,138 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$1,908,473 | -$1,908,473 | - | - | -2.4% |
| Total | $79,950,826 | 100% |
2021 · Form 990 · $62,162,569 spent · pay $0 · grants $0 · events $910
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $42,594,937 | $42,594,937 | - | - | 68.5% |
| Fees: other services | $11,294,822 | $11,119,360 | $175,462 | - | 18.2% | |
| Fees: management | $5,984,255 | $5,602,953 | $381,302 | - | 9.6% | |
| Other (as described) | PREMIUM TAXES | $3,076,927 | $3,076,927 | - | - | 4.9% |
| Fees: investment management | $248,175 | - | $248,175 | - | 0.4% | |
| Fees: lobbying | $159,300 | $159,300 | - | - | 0.3% | |
| Other (as described) | LICENSES & FEES | $82,039 | - | $82,039 | - | 0.1% |
| All other expenses | $78,623 | $66,941 | $11,682 | - | 0.1% | |
| Fees: accounting | $45,042 | - | $45,042 | - | 0.1% | |
| Interest | $40,000 | - | $40,000 | - | 0.1% | |
| Office expenses | $23,801 | - | $23,801 | - | 0.0% | |
| Conferences, conventions and meetings | $910 | - | $910 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$1,466,262 | -$1,466,262 | - | - | -2.4% |
| Total | $62,162,569 | 100% |
2020 · Form 990 · $48,235,334 spent · pay $0 · grants $247,970 · events $4,258
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $32,426,506 | $32,426,506 | - | - | 67.2% |
| Fees: other services | $9,065,446 | $8,957,665 | $107,781 | - | 18.8% | |
| Fees: management | $5,113,309 | $4,764,551 | $348,758 | - | 10.6% | |
| Other (as described) | PREMIUM TAXES | $2,757,743 | $2,757,743 | - | - | 5.7% |
| Grants to US organizations and governments | $247,970 | $247,970 | - | - | 0.5% | |
| Fees: investment management | $175,606 | - | $175,606 | - | 0.4% | |
| Fees: lobbying | $131,842 | $131,842 | - | - | 0.3% | |
| Fees: accounting | $85,042 | - | $85,042 | - | 0.2% | |
| Office expenses | $78,448 | - | $78,448 | - | 0.2% | |
| Other (as described) | LICENSES & FEES | $51,606 | - | $51,606 | - | 0.1% |
| All other expenses | $49,626 | $42,489 | $7,137 | - | 0.1% | |
| Interest | $40,000 | - | $40,000 | - | 0.1% | |
| Travel | $12,210 | - | $12,210 | - | 0.0% | |
| Conferences, conventions and meetings | $4,258 | - | $4,258 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$2,004,278 | -$2,004,278 | - | - | -4.2% |
| Total | $48,235,334 | 100% |
2019 · Form 990 · $38,449,890 spent · pay $0 · grants $0 · events $24,692
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $26,019,517 | $26,019,517 | - | - | 67.7% |
| Fees: other services | $6,794,336 | $6,724,807 | $69,529 | - | 17.7% | |
| Fees: management | $4,061,033 | $3,654,908 | $406,125 | - | 10.6% | |
| Other (as described) | PREMIUM TAXES | $1,768,594 | $1,768,594 | - | - | 4.6% |
| Fees: investment management | $164,656 | - | $164,656 | - | 0.4% | |
| Fees: lobbying | $107,406 | $107,406 | - | - | 0.3% | |
| All other expenses | $85,526 | $84,661 | $865 | - | 0.2% | |
| Office expenses | $68,927 | - | $68,927 | - | 0.2% | |
| Fees: accounting | $65,042 | - | $65,042 | - | 0.2% | |
| Travel | $45,556 | - | $45,556 | - | 0.1% | |
| Other (as described) | LICENSES & FEES | $43,641 | - | $43,641 | - | 0.1% |
| Interest | $40,000 | - | $40,000 | - | 0.1% | |
| Conferences, conventions and meetings | $24,692 | - | $24,692 | - | 0.1% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$839,036 | -$839,036 | - | - | -2.2% |
| Total | $38,449,890 | 100% |
2018 · Form 990 · $34,333,039 spent · pay $0 · grants $0 · events $26,256
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $22,881,327 | $22,881,327 | - | - | 66.6% |
| Fees: other services | $5,880,240 | $5,736,072 | $144,168 | - | 17.1% | |
| Fees: management | $3,840,437 | $3,453,503 | $386,934 | - | 11.2% | |
| Other (as described) | PREMIUM TAXES | $1,499,363 | $1,499,363 | - | - | 4.4% |
| Fees: investment management | $149,081 | - | $149,081 | - | 0.4% | |
| Fees: lobbying | $85,711 | $85,711 | - | - | 0.2% | |
| Fees: accounting | $65,042 | - | $65,042 | - | 0.2% | |
| Office expenses | $61,907 | - | $61,907 | - | 0.2% | |
| All other expenses | $61,484 | $44,611 | $16,873 | - | 0.2% | |
| Other (as described) | LICENSES & FEES | $55,200 | - | $55,200 | - | 0.2% |
| Travel | $48,423 | - | $48,423 | - | 0.1% | |
| Interest | $40,000 | - | $40,000 | - | 0.1% | |
| Conferences, conventions and meetings | $26,256 | - | $26,256 | - | 0.1% | |
| Fees: legal | $3,229 | - | $3,229 | - | 0.0% | |
| Advertising and promotion | $1,160 | - | $1,160 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$365,821 | -$365,821 | - | - | -1.1% |
| Total | $34,333,039 | 100% |
2017 · Form 990 · $30,239,858 spent · pay $0 · grants $0 · events $15,673
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $19,919,080 | $19,919,080 | - | - | 65.9% |
| Fees: other services | $5,172,152 | $5,021,352 | $150,800 | - | 17.1% | |
| Fees: management | $3,648,948 | $3,272,359 | $376,589 | - | 12.1% | |
| Other (as described) | PREMIUM TAXES | $1,360,405 | $1,360,405 | - | - | 4.5% |
| Fees: investment management | $137,833 | - | $137,833 | - | 0.5% | |
| Fees: lobbying | $78,155 | $78,155 | - | - | 0.3% | |
| Fees: accounting | $65,042 | - | $65,042 | - | 0.2% | |
| Other (as described) | LICENSES & FEES | $50,646 | - | $50,646 | - | 0.2% |
| Travel | $49,013 | $1,168 | $47,845 | - | 0.2% | |
| Interest | $40,000 | - | $40,000 | - | 0.1% | |
| Office expenses | $37,943 | $641 | $37,302 | - | 0.1% | |
| All other expenses | $20,882 | $13,581 | $7,301 | - | 0.1% | |
| Conferences, conventions and meetings | $15,673 | - | $15,673 | - | 0.1% | |
| Advertising and promotion | $3,307 | - | $3,307 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$359,221 | -$359,221 | - | - | -1.2% |
| Total | $30,239,858 | 100% |
2016 · Form 990 · $29,612,909 spent · pay $0 · grants $0 · events $18,660
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $19,790,264 | $19,790,264 | - | - | 66.8% |
| Fees: other services | $4,870,288 | $4,534,887 | $335,401 | - | 16.4% | |
| Fees: management | $3,300,190 | $3,049,115 | $251,075 | - | 11.1% | |
| Other (as described) | PREMIUM TAXES | $1,322,670 | $1,322,670 | - | - | 4.5% |
| Fees: investment management | $124,575 | - | $124,575 | - | 0.4% | |
| Fees: accounting | $77,042 | - | $77,042 | - | 0.3% | |
| Office expenses | $74,480 | $4,938 | $69,542 | - | 0.3% | |
| Other (as described) | LICENSES & FEES | $63,463 | - | $63,463 | - | 0.2% |
| Travel | $53,697 | - | $53,697 | - | 0.2% | |
| Interest | $40,000 | - | $40,000 | - | 0.1% | |
| All other expenses | $37,323 | $28,241 | $9,082 | - | 0.1% | |
| Conferences, conventions and meetings | $18,660 | - | $18,660 | - | 0.1% | |
| Advertising and promotion | $4,172 | - | $4,172 | - | 0.0% | |
| Fees: legal | $763 | - | $763 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$164,678 | -$164,678 | - | - | -0.6% |
| Total | $29,612,909 | 100% |
2015 · Form 990 · $27,920,924 spent · pay $0 · grants $0 · events $14,226
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $18,870,442 | $18,870,442 | - | - | 67.6% |
| Fees: other services | $4,665,474 | $4,470,669 | $194,805 | - | 16.7% | |
| Fees: management | $2,943,599 | $2,817,970 | $125,629 | - | 10.5% | |
| Other (as described) | PREMIUM TAXES | $1,221,773 | $1,221,773 | - | - | 4.4% |
| Fees: investment management | $101,744 | - | $101,744 | - | 0.4% | |
| Fees: accounting | $77,048 | - | $77,048 | - | 0.3% | |
| Fees: lobbying | $65,619 | - | $65,619 | - | 0.2% | |
| All other expenses | $60,176 | $41,270 | $18,906 | - | 0.2% | |
| Travel | $55,208 | $9,481 | $45,727 | - | 0.2% | |
| Other (as described) | LICENSES & FEES | $51,769 | $11,574 | $40,195 | - | 0.2% |
| Office expenses | $49,883 | $12 | $49,871 | - | 0.2% | |
| Interest | $40,000 | - | $40,000 | - | 0.1% | |
| Fees: legal | $16,705 | - | $16,705 | - | 0.1% | |
| Conferences, conventions and meetings | $14,226 | $1,500 | $12,726 | - | 0.1% | |
| Advertising and promotion | $4,124 | - | $4,124 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$316,866 | -$316,866 | - | - | -1.1% |
| Total | $27,920,924 | 100% |
2014 · Form 990 · $24,224,114 spent · pay $0 · grants $0 · events $13,695
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $16,668,388 | $16,668,388 | - | - | 68.8% |
| Fees: other services | $4,021,066 | $3,964,604 | $56,462 | - | 16.6% | |
| Fees: management | $2,679,698 | $2,542,149 | $137,549 | - | 11.1% | |
| Other (as described) | PREMIUM TAXES | $1,015,195 | $1,015,195 | - | - | 4.2% |
| Fees: investment management | $88,261 | - | $88,261 | - | 0.4% | |
| Fees: legal | $74,533 | - | $74,533 | - | 0.3% | |
| All other expenses | $70,533 | $36,761 | $33,772 | - | 0.3% | |
| Travel | $64,888 | $3,670 | $61,218 | - | 0.3% | |
| Office expenses | $49,745 | $1,493 | $48,252 | - | 0.2% | |
| Other (as described) | LICENSES & FEES | $42,284 | $420 | $41,864 | - | 0.2% |
| Fees: accounting | $41,061 | - | $41,061 | - | 0.2% | |
| Interest | $40,001 | - | $40,001 | - | 0.2% | |
| Fees: lobbying | $35,506 | - | $35,506 | - | 0.1% | |
| Conferences, conventions and meetings | $13,695 | - | $13,695 | - | 0.1% | |
| Advertising and promotion | $2,289 | - | $2,289 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$683,029 | -$683,029 | - | - | -2.8% |
| Total | $24,224,114 | 100% |
2013 · Form 990 · $19,612,642 spent · pay $0 · grants $0 · events $34,987
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $13,277,990 | $13,277,990 | - | - | 67.7% |
| Fees: other services | $3,246,400 | $3,200,887 | $45,513 | - | 16.6% | |
| Fees: management | $2,326,920 | $2,208,457 | $118,463 | - | 11.9% | |
| Other (as described) | PREMIUM TAXES | $790,981 | $790,981 | - | - | 4.0% |
| Fees: investment management | $77,231 | - | $77,231 | - | 0.4% | |
| Office expenses | $51,768 | - | $51,768 | - | 0.3% | |
| Fees: legal | $49,338 | - | $49,338 | - | 0.3% | |
| Fees: accounting | $41,027 | - | $41,027 | - | 0.2% | |
| Other (as described) | LICENSES & FEES | $40,131 | - | $40,131 | - | 0.2% |
| Interest | $40,001 | - | $40,001 | - | 0.2% | |
| Travel | $35,755 | - | $35,755 | - | 0.2% | |
| Conferences, conventions and meetings | $34,987 | - | $34,987 | - | 0.2% | |
| Other (as described) | MEMBER SERVICES | $28,573 | $28,132 | $441 | - | 0.1% |
| Advertising and promotion | $14,825 | - | $14,825 | - | 0.1% | |
| All other expenses | -$443,285 | -$468,285 | $25,000 | - | -2.3% | |
| Total | $19,612,642 | 100% |
2012 · Form 990 · $14,802,894 spent · pay $0 · grants $0 · events $12,713
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $9,699,064 | $9,699,064 | - | - | 65.5% |
| Fees: other services | $2,377,105 | $2,329,868 | $47,237 | - | 16.1% | |
| Fees: management | $1,922,044 | $1,835,748 | $86,296 | - | 13.0% | |
| Other (as described) | PREMIUM TAXES | $608,761 | $633,761 | -$25,000 | - | 4.1% |
| Fees: investment management | $71,760 | - | $71,760 | - | 0.5% | |
| Office expenses | $62,127 | $1,666 | $60,461 | - | 0.4% | |
| Other (as described) | LICENSES & FEES | $45,756 | - | $45,756 | - | 0.3% |
| Fees: accounting | $40,659 | - | $40,659 | - | 0.3% | |
| Interest | $40,001 | - | $40,001 | - | 0.3% | |
| Travel | $30,749 | - | $30,749 | - | 0.2% | |
| Fees: legal | $30,073 | - | $30,073 | - | 0.2% | |
| Other (as described) | MEMBER SERVICES | $27,662 | $27,429 | $233 | - | 0.2% |
| Conferences, conventions and meetings | $12,713 | - | $12,713 | - | 0.1% | |
| Advertising and promotion | $8,768 | - | $8,768 | - | 0.1% | |
| All other expenses | -$174,348 | -$184,850 | $10,502 | - | -1.2% | |
| Total | $14,802,894 | 100% |
2011 · Form 990 · $12,668,692 spent · pay $0 · grants $0 · events $10,936
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $8,054,425 | $8,054,425 | - | - | 63.6% |
| Fees: other services | $2,025,713 | $1,967,141 | $58,572 | - | 16.0% | |
| Fees: management | $1,698,323 | $1,610,312 | $88,011 | - | 13.4% | |
| Other (as described) | PREMIUM TAXES | $532,046 | $532,046 | - | - | 4.2% |
| Fees: accounting | $71,808 | - | $71,808 | - | 0.6% | |
| Fees: legal | $69,652 | - | $69,652 | - | 0.5% | |
| Office expenses | $66,981 | $1,496 | $65,485 | - | 0.5% | |
| Fees: investment management | $65,003 | - | $65,003 | - | 0.5% | |
| Interest | $40,001 | - | $40,001 | - | 0.3% | |
| Other (as described) | LICENSES & FEES | $37,028 | - | $37,028 | - | 0.3% |
| Travel | $30,165 | - | $30,165 | - | 0.2% | |
| Other (as described) | MISC | $23,426 | $21,269 | $2,157 | - | 0.2% |
| Advertising and promotion | $14,234 | - | $14,234 | - | 0.1% | |
| Conferences, conventions and meetings | $10,936 | - | $10,936 | - | 0.1% | |
| All other expenses | -$71,049 | -$84,457 | $13,408 | - | -0.6% | |
| Total | $12,668,692 | 100% |
2010 · Form 990 · $10,951,519 spent · pay $0 · grants $0 · events $9,417
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | LOSS AND LOSS ADJUSTMEN | $6,719,469 | $6,719,469 | - | - | 61.4% |
| Fees: other services | $1,822,604 | $1,777,414 | $45,190 | - | 16.6% | |
| Fees: management | $1,695,365 | $1,634,913 | $60,452 | - | 15.5% | |
| Other (as described) | PREMIUM TAXES | $419,102 | $419,102 | - | - | 3.8% |
| Fees: investment management | $61,847 | - | $61,847 | - | 0.6% | |
| Office expenses | $54,615 | $3,149 | $51,466 | - | 0.5% | |
| Interest | $40,001 | - | $40,001 | - | 0.4% | |
| Fees: accounting | $38,663 | - | $38,663 | - | 0.4% | |
| Other (as described) | BAD DEBT | $29,000 | - | $29,000 | - | 0.3% |
| Travel | $25,296 | - | $25,296 | - | 0.2% | |
| Fees: legal | $24,634 | - | $24,634 | - | 0.2% | |
| Other (as described) | LICENSES & FEES | $20,574 | - | $20,574 | - | 0.2% |
| All other expenses | $18,550 | $17,382 | $1,168 | - | 0.2% | |
| Conferences, conventions and meetings | $9,417 | - | $9,417 | - | 0.1% | |
| Advertising and promotion | $3,852 | - | $3,852 | - | 0.0% | |
| Other (as described) | DEFERRED ACQUISITION CO | -$31,470 | -$31,470 | - | - | -0.3% |
| Total | $10,951,519 | 100% |
Federal lobbying
Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.
| Year | Spent | Earned | Reports |
|---|---|---|---|
| 2022 | $80,000 | 4 | |
| 2021 | $80,000 | 4 | |
| 2020 | $60,000 | 5 |
Issues: Insurance
Firms hired: ARENTFOX SCHIFF LLP
State business registration
- ALLIANCE OF NONPROFITS FOR INSURANCE, RISK RETENTION GROUP, INC. FL, Foreign nonprofit corporation (FORNP), Active, formed 2010-12-21
The same business name in the same state, from the state’s official registry data.
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