NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA

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Cite this

Plain text NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/nonprofits-insurance-alliance-of-california-770203935. Retrieved 2026-11-06.

APA furp.org. (n.d.). NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 6, 2026, from https://furp.org/org/nonprofits-insurance-alliance-of-california-770203935

MLA “NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA.” furp.org, tax years 2010–2024, https://furp.org/org/nonprofits-insurance-alliance-of-california-770203935. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $134.2M · expenses $171.8M · assets $535.7M

Also known as
CALIFORNIA INC
EIN
77-0203935
Address
PO BOX 8507, SANTA CRUZ, CA 95061-8507
Website
WWW.INSURANCEFORNONPROFITS.ORG
NTEE code
Y20 Insurance Providers (Mutual and Membership Benefit) published (IRS Business Master File, as Y200)
FURP topic
abuse: child · abuse: sexual (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
May 1997 (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

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Pamela Davis PRESIDENT & CEO2010-2024 $524,492$6,338,705 4
Kim Aday CFO & TREASURER (TO JUN '24)2010-2024 $326,272$4,222,029 4
Carlos Ballesteros CFO & TREASURER (FROM JUN '24)2024 $184,202$184,202 4

Officers and directors, no compensation reported

37 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Tammy Wilson CHAIRMAN2013-2024 1 $0 reported 3
Martha Marcon DIRECTOR2010-2024 1 $0 reported 4
Danilo Garcia VICE CHAIRMAN2017-2024 1 $0 reported 1
Rachel Katz SECRETARY2020-2024 1 $0 reported 1
Kristin Bradbury DIRECTOR2017-2024 1 $0 reported 1
Norris Clark DIRECTOR2010-2024 1 $0 reported 2
Debra Gore DIRECTOR2023-2024 1 $0 reported 1
Joseph Harrington DIRECTOR2022-2024 1 $0 reported 1
Daniel Maydeck DIRECTOR2021-2024 1 $0 reported 1
Meghan Mcgowan DIRECTOR (TO FEB '24)2021-2024 1 $0 reported 1
Sarah Newkirk DIRECTOR2023-2024 1 $0 reported 1
Gregory Scott DIRECTOR2020-2024 1 $0 reported 1
Christine Westbrook DIRECTOR (FROM FEB '24)2024 1 $0 reported 1
Charmain Hauck (former) DIRECTOR (TO FEB '23)2021-2023 1 $0 reported 1
Rhonda Gillenwaters (former) DIRECTOR (TO FEB '22)2020-2022 1 $0 reported 3
J Jeff Fly (former) SECRETARY (TO FEB '21)2012-2021 1 $0 reported 1
Edward Durkee (former) DIRECTOR (TO FEB '21)2018-2021 1 $0 reported 1
Debra Marsteller (former) DIRECTOR (TO FEB '21)2017-2021 1 $0 reported 1
Guita Sharifi (former) DIRECTOR (TO FEB '21)2018-2021 1 $0 reported 1
Cecil Wilson (former) DIRECTOR (FROM FEB '21)2021 1 $0 reported 1
Donald Kleinfelder (former) DIRECTOR (TO FEB '20)2015-2020 1 $0 reported 1
Cheryl Paddack (former) DIRECTOR (TO FEB '20)2010-2020 1 $0 reported 1
Tom Wander (former) CHAIRMAN2017-2019 1 $0 reported 4
Mary Stroube (former) DIRECTOR2010-2017 1 $0 reported 3
Suzanne Cross (former) DIRECTOR2010-2015 1 $0 reported 3
R Lawrence Bacon (former) CHAIRMAN2010-2015 1 $0 reported 4
Thomas Wander (former) VICE CHAIRMAN2013-2015 1 $0 reported 1
Jeanne Bell (former) DIRECTOR2010-2015 1 $0 reported 1
Jennifer Weiss (former) DIRECTOR2015 1 $0 reported 1
Roger W Gilbert (former) DIRECTOR (TO FEB '13)2010-2013 1 $0 reported 4
John Christensen (former) SECRETARY2010-2013 1 $0 reported 1
Kathleen Adamson (former) DIRECTOR2011-2013 1 $0 reported 1
Bill Walters (former) DIRECTOR (TO FEB '13)2010-2013 1 $0 reported 1
Martha Macron (former) DIRECTOR2012 1 $0 reported 1
Mary Stoube (former) DIRECTOR2012 1 $0 reported 3
Lisa Dobey (former) DIRECTOR (TO MAR '11)2010-2011 1 $0 reported 3
Johnette Pagan (former) DIRECTOR2010 1 $0 reported 1

People by year

2024 · 16 people listed · 3 paid, $1.0M · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO17 $0$498,564$25,928 $524,4924
KIM ADAY CFO & TREASURER (TO JUN '24)17 $0$296,737$29,535 $326,2724
CARLOS BALLESTEROS CFO & TREASURER (FROM JUN '24)17 $0$177,433$6,769 $184,2024
TAMMY WILSON CHAIRMAN1 $0$0$0 $03
DANILO GARCIA VICE CHAIRMAN1 $0$0$0 $01
RACHEL KATZ SECRETARY1 $0$0$0 $01
KRISTIN BRADBURY DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
DEBRA GORE DIRECTOR1 $0$0$0 $01
JOSEPH HARRINGTON DIRECTOR1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
DANIEL MAYDECK DIRECTOR1 $0$0$0 $01
MEGHAN MCGOWAN DIRECTOR (TO FEB '24)1 $0$0$0 $01
SARAH NEWKIRK DIRECTOR1 $0$0$0 $01
GREGORY SCOTT DIRECTOR1 $0$0$0 $01
CHRISTINE WESTBROOK DIRECTOR (FROM FEB '24)1 $0$0$0 $01
2023 · 15 people listed · 2 paid, $959K · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$504,030$29,149 $533,1794
KIM ADAY CFO, TREASURER20 $0$392,846$32,992 $425,8384
TAMMY WILSON CHAIRMAN1 $0$0$0 $03
DANILO GARCIA VICE CHAIRMAN1 $0$0$0 $01
RACHEL KATZ SECRETARY1 $0$0$0 $01
KRISTIN BRADBURY DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
DEBRA GORE DIRECTOR (FROM FEB'23)1 $0$0$0 $01
JOSEPH HARRINGTON DIRECTOR1 $0$0$0 $01
CHARMAIN HAUCK DIRECTOR (TO FEB '23)1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
DANIEL MAYDECK DIRECTOR1 $0$0$0 $01
MEGHAN MCGOWAN DIRECTOR1 $0$0$0 $01
SARAH NEWKIRK DIRECTOR (FROM FEB'23)1 $0$0$0 $01
GREGORY SCOTT DIRECTOR1 $0$0$0 $01
2022 · 14 people listed · 2 paid, $922K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$504,278$27,360 $531,6384
KIM ADAY CFO, TREASURER20 $0$358,962$31,363 $390,3254
TAMMY WILSON CHAIRMAN1 $0$0$0 $03
DANILO GARCIA VICE CHAIRMAN1 $0$0$0 $01
RACHEL KATZ SECRETARY1 $0$0$0 $01
KRISTIN BRADBURY DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
RHONDA GILLENWATERS DIRECTOR (TO FEB '22)1 $0$0$0 $03
JOSEPH HARRINGTON DIRECTOR (FROM FEB '22)1 $0$0$0 $01
CHARMAIN HAUCK DIRECTOR1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
DANIEL MAYDECK DIRECTOR1 $0$0$0 $01
MEGHAN MCGOWAN DIRECTOR1 $0$0$0 $01
GREGORY SCOTT DIRECTOR1 $0$0$0 $01
2021 · 18 people listed · 2 paid, $853K · 0 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$474,341$30,579 $504,9204
KIM ADAY CFO, TREASURER20 $0$316,064$31,592 $347,6564
TAMMY WILSON CHAIRMAN1 $0$0$0 $03
DANILO GARCIA VICE CHAIRMAN1 $0$0$0 $01
J JEFF FLY SECRETARY (TO FEB '21)1 $0$0$0 $01
RACHEL KATZ SECRETARY (FROM FEB '21)1 $0$0$0 $01
KRISTIN BRADBURY DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
EDWARD DURKEE DIRECTOR (TO FEB '21)1 $0$0$0 $01
RHONDA GILLENWATERS DIRECTOR1 $0$0$0 $03
CHARMAIN HAUCK DIRECTOR (FROM FEB '21)1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
DEBRA MARSTELLER DIRECTOR (TO FEB '21)1 $0$0$0 $01
DANIEL MAYDECK DIRECTOR (FROM FEB '21)1 $0$0$0 $01
MEGHAN MCGOWAN DIRECTOR (FROM FEB '21)1 $0$0$0 $01
GREGORY SCOTT DIRECTOR1 $0$0$0 $01
GUITA SHARIFI DIRECTOR (TO FEB '21)1 $0$0$0 $01
CECIL WILSON DIRECTOR (FROM FEB '21)1 $0$0$0 $01
2020 · 16 people listed · 2 paid, $864K · 0 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$472,503$29,119 $501,6224
KIM ADAY CFO, TREASURER20 $0$332,191$30,202 $362,3934
TAMMY WILSON CHAIRMAN1 $0$0$0 $03
DANILO GARCIA VICE CHAIRMAN1 $0$0$0 $01
J JEFF FLY SECRETARY1 $0$0$0 $01
KRISTIN BRADBURY DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
EDWARD DURKEE DIRECTOR1 $0$0$0 $01
RHONDA GILLENWATERS DIRECTOR (FROM FEB '20)1 $0$0$0 $03
RACHEL KATZ DIRECTOR (FROM FEB '20)1 $0$0$0 $01
DONALD KLEINFELDER DIRECTOR (TO FEB '20)1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
DEBRA MARSTELLER DIRECTOR1 $0$0$0 $01
CHERYL PADDACK DIRECTOR (TO FEB '20)1 $0$0$0 $01
GREGORY SCOTT DIRECTOR (FROM FEB '20)1 $0$0$0 $01
GUITA SHARIFI DIRECTOR1 $0$0$0 $01
2019 · 14 people listed · 2 paid, $846K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$462,220$30,572 $492,7924
KIM ADAY CFO, TREASURER20 $0$323,086$30,463 $353,5494
TOM WANDER CHAIRMAN1 $0$0$0 $04
TAMMY WILSON VICE CHAIRMAN1 $0$0$0 $03
J JEFF FLY SECRETARY1 $0$0$0 $01
KRISTIN BRADBURY DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
EDWARD DURKEE DIRECTOR1 $0$0$0 $01
DANILO GARCIA DIRECTOR1 $0$0$0 $01
DONALD KLEINFELDER DIRECTOR1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
DEBRA MARSTELLER DIRECTOR1 $0$0$0 $01
CHERYL PADDACK DIRECTOR1 $0$0$0 $01
GUITA SHARIFI DIRECTOR1 $0$0$0 $01
2018 · 14 people listed · 2 paid, $818K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$457,268$27,122 $484,3904
KIM ADAY CFO, TREASURER20 $0$303,339$29,807 $333,1464
TOM WANDER CHAIRMAN1 $0$0$0 $04
TAMMY WILSON VICE CHAIRMAN1 $0$0$0 $03
J JEFF FLY SECRETARY1 $0$0$0 $01
KRISTIN BRADBURY DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
EDWARD DURKEE DIRECTOR (FROM FEB '18)1 $0$0$0 $01
DANILO GARCIA DIRECTOR1 $0$0$0 $01
DONALD KLEINFELDER DIRECTOR1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
DEBRA MARSTELLER DIRECTOR1 $0$0$0 $01
CHERYL PADDACK DIRECTOR1 $0$0$0 $01
GUITA SHARIFI DIRECTOR (FROM FEB '18)1 $0$0$0 $01
2017 · 13 people listed · 2 paid, $816K · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$461,201$26,373 $487,5744
KIM ADAY CFO, TREASURER20 $0$299,472$29,054 $328,5264
TOM WANDER CHAIRMAN1 $0$0$0 $04
TAMMY WILSON VICE CHAIRMAN1 $0$0$0 $03
J JEFF FLY SECRETARY1 $0$0$0 $01
KRISTIN BRADBURY DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
DANILO GARCIA DIRECTOR1 $0$0$0 $01
DONALD KLEINFELDER DIRECTOR1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
DEBRA MARSTELLER DIRECTOR (FROM MAR '17)1 $0$0$0 $01
CHERYL PADDACK DIRECTOR1 $0$0$0 $01
MARY STROUBE DIRECTOR1 $0$0$0 $03
2015 · 14 people listed · 2 paid, $810K · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$455,351$26,552 $481,9034
KIM ADAY CFO, TREASURER20 $0$301,812$26,484 $328,2964
R LAWRENCE BACON CHAIRMAN1 $0$0$0 $04
THOMAS WANDER VICE CHAIRMAN1 $0$0$0 $01
J JEFF FLY SECRETARY1 $0$0$0 $01
JEANNE BELL DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
SUZANNE CROSS DIRECTOR1 $0$0$0 $03
DONALD KLEINFELDER DIRECTOR1 $0$0$0 $01
MARTHA MARCON DIRECTOR1 $0$0$0 $04
CHERYL PADDACK DIRECTOR1 $0$0$0 $01
MARY STROUBE DIRECTOR1 $0$0$0 $03
JENNIFER WEISS DIRECTOR1 $0$0$0 $01
TAMMY WILSON DIRECTOR1 $0$0$0 $03
2013 · 16 people listed · 2 paid, $770K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$442,449$25,124 $467,5734
KIM ADAY CFO, TREASURER20 $0$278,363$23,611 $301,9744
R LAWRENCE BACON CHAIRMAN1 $0$0$0 $04
JOHN CHRISTENSEN SECRETARY1 $0$0$0 $01
KATHLEEN ADAMSON DIRECTOR1 $0$0$0 $01
JEANNE BELL DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
SUZANNE CROSS DIRECTOR1 $0$0$0 $03
J JEFF FLY DIRECTOR1 $0$0$0 $01
ROGER W GILBERT DIRECTOR (TO FEB '13)1 $0$0$0 $04
MARTHA MARCON DIRECTOR1 $0$0$0 $04
CHERYL PADDACK DIRECTOR1 $0$0$0 $01
MARY STROUBE DIRECTOR1 $0$0$0 $03
BILL WALTERS DIRECTOR (TO FEB '13)1 $0$0$0 $01
THOMAS WANDER DIRECTOR (FROM AUG '13)1 $0$0$0 $01
TAMMY WILSON DIRECTOR (FROM FEB '13)1 $0$0$0 $03
2012 · 14 people listed · 2 paid, $736K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$430,324$25,001 $455,3254
KIM ADAY CFO, TREASURER20 $0$256,961$23,414 $280,3754
R LAWRENCE BACON CHAIRMAN1 $0$0$0 $04
JOHN CHRISTENSEN DIRECTOR1 $0$0$0 $01
KATHLEEN ADAMSON DIRECTOR1 $0$0$0 $01
JEANNE BELL DIRECTOR1 $0$0$0 $01
NORRIS CLARK DIRECTOR1 $0$0$0 $02
SUZANNE CROSS DIRECTOR1 $0$0$0 $03
J JEFF FLY DIRECTOR1 $0$0$0 $01
ROGER W GILBERT DIRECTOR1 $0$0$0 $04
MARTHA MACRON DIRECTOR1 $0$0$0 $01
CHERYL PADDACK DIRECTOR1 $0$0$0 $01
MARY STOUBE DIRECTOR1 $0$0$0 $03
BILL WALTERS DIRECTOR1 $0$0$0 $01
2011 · 14 people listed · 2 paid, $643K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$405,128$24,539 $429,6674
KIM ADAY CFO, TREASURER20 $0$193,964$19,492 $213,4564
R LAWRENCE BACON CHAIRMAN1 $0$0$0 $04
ROGER W GILBERT DIRECTOR1 $0$0$0 $04
MARTHA E MARCON DIRECTOR1 $0$0$0 $04
JOHN CHRISTENSEN SECRETARY1 $0$0$0 $01
MARY STROUBE DIRECTOR1 $0$0$0 $03
JEANNE BELL DIRECTOR1 $0$0$0 $01
BILL WALTERS DIRECTOR1 $0$0$0 $01
LISA DOBEY DIRECTOR (TO MAR '11)1 $0$0$0 $03
NORRIS CLARK DIRECTOR1 $0$0$0 $02
SUZANNE CROSS DIRECTOR1 $0$0$0 $03
CHERYL PADDACK DIRECTOR1 $0$0$0 $01
KATHLEEN ADAMSON DIRECTOR (FROM FEB '11)1 $0$0$0 $01
2010 · 14 people listed · 2 paid, $674K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAMELA DAVIS PRESIDENT & CEO20 $0$419,739$23,891 $443,6304
KIM ADAY VP FINANCE, TREASURER20 $0$211,416$18,807 $230,2234
R LAWRENCE BACON CHAIRMAN1 $0$0$0 $04
ROGER W GILBERT DIRECTOR1 $0$0$0 $04
MARTHA E MARCON DIRECTOR1 $0$0$0 $04
JOHN CHRISTENSEN SECRETARY1 $0$0$0 $01
MARY STROUBE DIRECTOR1 $0$0$0 $03
JEANNE BELL DIRECTOR1 $0$0$0 $01
BILL WALTERS DIRECTOR1 $0$0$0 $01
LISA DOBEY DIRECTOR1 $0$0$0 $03
NORRIS CLARK DIRECTOR1 $0$0$0 $02
SUZANNE CROSS DIRECTOR1 $0$0$0 $03
CHERYL PADDACK DIRECTOR1 $0$0$0 $01
JOHNETTE PAGAN DIRECTOR1 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $8.5M
NameLocationServicePaid
MESSNER REEVES LLPDENVER, COMEMBER DEFENSE EXPENSES$2,124,130
BERGER KAHN A LAW CORPORATIONIRVINE, CAMEMBER DEFENSE EXPENSES$1,998,131
CLOUSESPANIAC ATTORNEYSRANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$1,880,696
FRIEDENTHAL HEFFERNAN & BROWN LLPPASADENA, CAMEMBER DEFENSE EXPENSES$1,278,210
VOGL MEREDITH BURKE LLPSAN FRANCISCO, CAMEMBER DEFENSE EXPENSES$1,186,089
2023 · 5 contractors · $7.5M
NameLocationServicePaid
MESSNER REEVES LLPDENVER, COMEMBER DEFENSE EXPENSES$1,709,304
BERGER KAHN A LAW CORPORATIONIRVINE, CAMEMBER DEFENSE EXPENSES$1,503,474
CLOUSESPANIAC ATTORNEYSRANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$1,485,376
FRIEDENTHAL HEFFERNAN & BROWN LLPPASADENA, CAMEMBER DEFENSE EXPENSES$1,420,527
SIMS LAWRENCE & BROGHAMMERROSEVILLE, CAMEMBER DEFENSE EXPENSES$1,400,361
2022 · 5 contractors · $5.3M
NameLocationServicePaid
SIMS LAWRENCE & BROGHAMMERROSEVILLE, CAMEMBER DEFENSE EXPENSES$1,500,999
MESSNER REEVES LLPDENVER, COMEMBER DEFENSE EXPENSES$1,041,307
VOGL MEREDITH BURKE LLPSAN FRANCISCO, CAMEMBER DEFENSE EXPENSES$1,031,073
CLOUSESPANIAC ATTORNEYSRANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$967,973
MANNING & KASS ELLROD RAMIREZ TRESTERLOS ANGELES, CAMEMBER DEFENSE EXPENSES$777,517
2021 · 5 contractors · $5.1M
NameLocationServicePaid
SIMS LAWRENCE &ARRUTIROSEVILLE, CAMEMBER DEFENSE EXPENSES$1,514,382
CLOUSESPANIAC ATTORNEYSRANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$1,087,439
MANNING & KASS ELLROD RAMIREZ TRESTERLOS ANGELES, CAMEMBER DEFENSE EXPENSES$1,031,279
VOGL MEREDITH BURKE LLPSAN FRANCISCO, CAMEMBER DEFENSE EXPENSES$850,857
BEACH LAW GROUP LLPOXNARD, CAMEMBER DEFENSE EXPENSES$636,034
2020 · 5 contractors · $3.9M
NameLocationServicePaid
SIMS LAWRENCE &ARRUTIROSEVILLE, CAMEMBER DEFENSE EXPENSES$949,967
CLOUSESPANIAC ATTORNEYSRANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$927,448
MANNING & KASS ELLROD RAMIREZ TRESTERPASADENA, CAMEMBER DEFENSE EXPENSES$858,300
BEACH LAW GROUP LLPOXNARD, CAMEMBER DEFENSE EXPENSES$579,706
MEYERS FOZI LLPCARLSBAD, CAMEMBER DEFENSE EXPENSES$565,276
2019 · 5 contractors · $4.6M
NameLocationServicePaid
CLOUSESPANIAC ATTORNEYSRANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$1,447,432
DAVIS WANG A PROF LAW CORPSAN FRANCISCO, CAMEMBER DEFENSE EXPENSES$982,207
BEACH COWDREY JENKINS LLPOXNARD, CAMEMBER DEFENSE EXPENSES$832,766
BRADLEY CURLEY BARRABEE & KOWALSKI APLARKSPUR, CAMEMBER DEFENSE EXPENSES$722,418
MEYERS FOZI LLPCARLSBAD, CAMEMBER DEFENSE EXPENSES$619,693
2018 · 5 contractors · $3.6M
NameLocationServicePaid
CLOUSESPANIAC ATTORNEYSRANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$902,578
VOGL MEREDITH BURKE LLPSAN FRANCISCO, CAMEMBER DEFENSE EXPENSES$873,602
MANNING & KASS ELLROD RAMIREZ TESTERLOS ANGELES, CAMEMBER DEFENSE EXPENSES$756,870
MATHENY SEARS LINKERT & JAIME LLPSACRAMENTO, CAMEMBER DEFENSE EXPENSES$550,780
MEYERS FOZI LLPCARLSBAD, CAMEMBER DEFENSE EXPENSES$550,058
2017 · 5 contractors · $3.5M
NameLocationServicePaid
CLOUSESPANIAC ATTORNEYSRANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$1,129,202
VOGL MEREDITH BURKE LLPSAN FRANCISCO, CAMEMBER DEFENSE EXPENSES$830,064
ALLEN GLAESSNER HAZELWOOD & WERTH LLPSAN FRANCISCO, CAMEMBER DEFENSE EXPENSES$518,927
SOLTMAN LEVITT FLAHERTY & WATTLES LLPTHOUSAND OAKS, CAMEMBER DEFENSE EXPENSES$518,373
MATHENY SEARS LINKERT & JAIME LLPSACRAMENTO, CAMEMBER DEFENSE EXPENSES$498,767
2015 · 5 contractors · $3.1M
NameLocationServicePaid
CIHIGOYENETCHE GROSSBERG & CLOUSERANCHO CUCAMONGA, CAMEMBER DEFENSE EXPENSES$1,055,488
ERICKSEN ARBUTHNOTSAN JOSE, CAMEMBER DEFENSE EXPENSES$610,458
MATHENY SEARS LINKERT & JAIME LLPSACRAMENTO, CAMEMBER DEFENSE EXPENSES$573,733
VOGL MEREDITH BURKE LLPSAN FRANCISCO, CAMEMBER DEFENSE EXPENSES$492,183
KESSEL & ASSOCIATESLOS ANGELES, CAMEMBER DEFENSE EXPENSES$397,290
2013 · 5 contractors · $4.5M
NameLocationServicePaid
KESSEL & ASSOCIATESCLAIMS LEGAL FEES$1,587,436
VOGL MEREDITH BURKE LLPCLAIMS LEGAL FEES$885,066
CIHIGOYENETCHE GROSSBERT & CLOUSECLAIMS LEGAL FEES$816,802
MATHENY SEARS LINKERT & JAMIE LLPCLAIMS LEGAL FEES$723,341
BRACK & MASONCLAIMS LEGAL FEES$446,598
2012 · 5 contractors · $3.4M
NameLocationServicePaid
KESSEL & ASSOCIATESLOS ANGELES, CACLAIMS LEGAL FEES$978,936
VOGL MEREDITH BURKE LLPSAN FRANCISCO, CACLAIMS LEGAL FEES$810,860
MATHENY SEARS LINKERT & JAMIE LLPSACRAMENTO, CACLAIMS LEGAL FEES$673,489
LOW BALL & LYNCHMONTEREY, CACLAIMS LEGAL FEES$463,607
CIHIGOYENETCHE GROSSBERT & CLOUSERANCHO CUCAMONGA, CACLAIMS LEGAL FEES$423,886
2011 · 5 contractors · $3.6M
NameLocationServicePaid
BIRENKATZMAN TRIAL LAWYERSLOS ANGELES, CALEGAL SERVICES$1,300,000
VOGL MEREDITH BURKE LLPSAN FRANCISCO, CALEGAL SERVICES$914,542
METHENY SEARS LINKERT & JAMIE LLPSACRAMENTO, CALEGAL SERVICES$510,003
WOOD SMITH HENNING & BERMAN LLPLOS ANGELES, CALEGAL SERVICES$430,301
BRACK & MASONSAN DIEGO, CALEGAL SERVICES$419,568
2010 · 1 contractor · $180K
NameLocationServicePaid
STANDISH MELLON ASSET MANAGEMENTWOBURN, MAINVESTMENT MANAGEMENT$179,648

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$134,210,177$171,758,446 $535,730,681$104,455,418 $0$121,691,142 $0013
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$111,635,462$130,224,520 $464,492,768$142,695,076 $0$102,490,230 $0013
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$95,011,038$98,903,704 $405,463,318$149,997,855 $0$87,995,233 $0012
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$88,356,752$83,555,743 $422,311,251$194,241,152 $0$77,825,887 $0014
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$86,694,272$71,709,862 $398,976,620$196,093,032 $0$69,997,326 $0014
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$75,332,492$66,613,945 $370,320,195$176,871,862 $0$65,493,694 $0012
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$72,781,064$64,198,650 $349,074,591$153,720,217 $0$63,512,648 $0012
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$67,870,203$59,541,836 $311,201,602$152,165,718 $0$60,326,010 $0011
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$56,792,394$49,488,696 $277,824,176$132,994,268 $0$50,429,926 $0012
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$48,572,397$46,700,221 $245,319,770$124,784,185 $0$41,248,059 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$44,904,841$37,887,540 $234,767,085$126,655,315 $0$37,108,121 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$42,181,437$37,355,403 $216,271,560$117,086,027 $0$34,457,979 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$39,424,059$27,920,661 $203,652,499$109,938,388 $0$32,196,746 $000

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.

Funders of this organization

1 grantor reported grants to this organization, $50,000 in all, tax years 2013 to 2013. 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

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
SILICON VALLEY COMMUNITY FOUNDATION $50,0001 $50,0002013 2013 DAF sponsor Exact
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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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INCCAY20 $117,699,226$127,561,636 PRESIDENT$524,492 Same NTEE code Y20, revenue within 2x, same state, similar mission
UNITED CHURCH INSURANCE ASSOCIATIONOHY20 $87,827,463$80,050,957 PRESIDENT/ CEO$605,688 Same NTEE code Y20, revenue within 2x
SOUTHERN MUTUAL CHURCH INSURANCE COMPANYSCY20 $71,997,103$70,635,579 PRESIDENT/CE$447,782 Same NTEE code Y20, revenue within 2x
BERKS COUNTY SCHOOL DISTRICTS HEALTH TRPAY20 $116,794,948$122,697,511 EXECUTIVE DIRECTOR THROUGH JUNE 2025$38,000 Same NTEE code Y20, revenue within 2x
AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERSPAY20 $102,923,855$85,968,787 PRESIDENT/CEO$3,209,292 Same NTEE code Y20, revenue within 2x
NYSA ILA VACATION & HOLIDAY FUNDNJY20 $78,049,065$78,049,065 DIRECTOR$342,314 Same NTEE code Y20, revenue within 2x
DELAWARE COUNTY PUBLIC SCHOOLS HEALTHCARE TRUSTPAY20 $265,768,053$274,063,919 TRUSTEE, CHAIR$0 Same NTEE code Y20, revenue within 2x
SUTTER INSURANCE SERVICES CORPORATIONHIY20 $119,794,155$55,819,861 PRESIDENT & CEO SH/Chair SISCO$11,904,420 Same NTEE code Y20, revenue within 2x
PAISBOA HEALTH BENEFIT TRPAY20 $135,504,118$144,859,973 EXECUTIVE DIRECTOR$282,171 Same NTEE code Y20, revenue within 2x
SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUSTCAY20 $63,271,711$14,332,681 SECRETARY$367,712 Same NTEE code Y20, revenue within 5x, same state
RVC INSURANCE COMPANY INCNYY20 $38,643,811$41,272,308 DIRECTOR$4,755,111 Same NTEE code Y20, revenue within 5x
HILLS INSURANCE COMPANY INCINY20 $36,784,851$23,229,689 DIRECTOR/PRESIDENT/CHAIR$3,036,555 Same NTEE code Y20, revenue within 5x
ASCENSION HEALTH PROFESSIONAL AND GENERAL LIABILITY SELF-INSURANCEMOY20 $286,007,626$336,983,846 TRUSTEE$83,896 Same NTEE code Y20, revenue within 5x
UNIVERSITY OF CHICAGO SELF INSURANCE TRUSTILY20 $44,175,679$80,187,937 INSTITUTIONAL TRUSTEE$0 Same NTEE code Y20, revenue within 5x
AMERICAN UNITED LIFE INSURANCE COMPANY WELFARE BENEFITS TRUSTINY20 $39,046,486$37,897,382 TRUSTEE$0 Same NTEE code Y20, revenue within 5x
COLLEGE INSURANCE COMPANYVTY20 $36,291,433$34,894,035 PRESIDENT/CHAIR$788,506 Same NTEE code Y20, revenue within 5x
UNITED CHURCH INSURANCE COMPANY INCOHY20 $41,429,752$35,480,387 PRESIDENT/ CEO$605,688 Same NTEE code Y20, revenue within 5x
MOUNT SINAI HOSPITAL INSURANCE TRUST NO 1FLY20 $47,019,813$46,995,922 PRESIDENT/CEO$2,535,492 Same NTEE code Y20, revenue within 5x
MASSACHUSETTS LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATIONMAY20 $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 CITYNYY20 $294,359,296$282,727,285 CHIEF EXEC OFFICER$2,463,302 Same NTEE code Y20, revenue within 5x
NEW HAMPSHIRE INDIVIDUAL HEALTH PLAN BENEFIT ASSOCIATIONNHY20 $65,745,175$65,745,175 Chair$0 Same NTEE code Y20, revenue within 5x
CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TRVAY20 $46,048,013$41,537,571 Chair$0 Same NTEE code Y20, revenue within 5x
MONTANA HEALTH COOPERATIVEMTY20 $453,432,307$501,285,329 CEO$470,196 Same NTEE code Y20, revenue within 5x
METHODIST HOSPITAL SELF INSURANCE TRUSTTXY20 $47,812,082$28,172,482 TRUSTEE$527,828 Same NTEE code Y20, revenue within 5x
MAINE COMMUNITY HEALTH OPTIONSMEY20 $303,837,975$337,142,473 CHIEF EXECUTIVE OFFICER$456,656 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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
THE GRIFFITH INSURANCE EDUCATION FOUNDATION $2,853,8641 1DAF sponsor2020–2020 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
THE LOUIS L BORICK FOUNDATION $690,00011 1Private foundation2015–2025 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
CHARITIES AID FOUNDATION AMERICA $600,0003 1DAF sponsor2020–2022 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
LOUIS L BORICK FOUNDATION $200,0001 1Private foundation2014–2014 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $125,0002 2DAF sponsor2016–2023 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS; INSURANCE SOCIETY OF PHILADELPHIA
OAK TREE CHARITABLE FOUNDATION $87,5002 1Private foundation2023–2024 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
WESTFIELD INSURANCE FOUNDATION $30,0002 1Private foundation2023–2024 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
MAGUIRE FOUNDATION $11,0002 1Private foundation2022–2023 INSURANCE SOCIETY OF PHILADELPHIA
CHARLES AND MARY HEIDER FAMILY FOUNDATION $10,0001 1Private foundation2022–2022 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
HYLANT FAMILY FOUNDATION $6,5002 2Private foundation2014–2019 INSURANCE SOCIETY OF PHILADELPHIA; AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST $5,0001 1Private foundation2023–2023 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
LEO NIESSEN JR CHARITABLE FOUNDATION $3,0001 1Private foundation2024–2024 INSURANCE SOCIETY OF PHILADELPHIA
JULIA & ISADORE KLEIN FAMILY FOUNDATION INC $2,0001 1Private foundation2017–2017 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
LEVINE FAMILY CHARITABLE FOUNDATION $1,0001 1Private foundation2022–2022 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
EMC INSURANCE FOUNDATION $5001 1Private foundation2021–2021 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS

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 · $171,758,446 spent · pay $0 · grants $0 · events $10,918
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $136,959,021$137,278,446-$319,425- 79.7%
Fees: other services $18,834,154$18,833,337$817- 11.0%
Fees: management $14,449,131$14,449,131-- 8.4%
Depreciation and depletion $760,780-$760,780- 0.4%
Fees: investment management $531,921-$531,921- 0.3%
Other (as described)MEMBER SERVICES $428,672$428,672-- 0.2%
Occupancy $423,880-$423,880- 0.2%
Fees: lobbying $173,035$173,035-- 0.1%
Fees: accounting $133,391-$133,391- 0.1%
All other expenses $101,341$85,957$15,384- 0.1%
Other (as described)INSPECTION FEE $98,370-$98,370- 0.1%
Insurance $92,455-$92,455- 0.1%
Fees: legal $69,816-$69,816- 0.0%
Office expenses $46,200-$46,200- 0.0%
Conferences, conventions and meetings $10,918-$10,918- 0.0%
Information technology $4,057-$4,057- 0.0%
Travel $3,549-$3,549- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$1,362,245--$1,362,245- -0.8%
Total$171,758,446100%

View the filing

2023 · Form 990 · $130,224,520 spent · pay $0 · grants $0 · events $11,356
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $100,364,108$100,592,647-$228,539- 77.1%
Fees: other services $15,951,567$15,951,567-- 12.2%
Fees: management $13,011,803$13,011,803-- 10.0%
Depreciation and depletion $737,888$635,359$102,529- 0.6%
Fees: investment management $442,684-$442,684- 0.3%
Other (as described)MEMBER SERVICES $404,399$404,399-- 0.3%
Occupancy $290,015-$290,015- 0.2%
Fees: accounting $99,203-$99,203- 0.1%
Fees: lobbying $97,208$97,208-- 0.1%
Insurance $81,579-$81,579- 0.1%
Other (as described)INSPECTION FEE $76,010-$76,010- 0.1%
All other expenses $65,972$32,370$33,602- 0.1%
Office expenses $35,447-$35,447- 0.0%
Conferences, conventions and meetings $11,356-$11,356- 0.0%
Information technology $3,002-$3,002- 0.0%
Travel $2,568-$2,568- 0.0%
Fees: legal $1,723-$1,723- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$1,452,012--$1,452,012- -1.1%
Total$130,224,520100%

View the filing

2022 · Form 990 · $98,903,704 spent · pay $0 · grants $0 · events $3,340
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $72,484,960$72,632,565-$147,605- 73.3%
Fees: other services $13,089,106$13,089,106-- 13.2%
Fees: management $12,386,999$12,048,339$338,660- 12.5%
Depreciation and depletion $727,065$624,398$102,667- 0.7%
Fees: investment management $446,971-$446,971- 0.5%
Occupancy $263,511-$263,511- 0.3%
Other (as described)MEMBER SERVICES $182,614$182,614-- 0.2%
Fees: lobbying $156,722$156,722-- 0.2%
Other (as described)POLICYHOLDER DIVIDEND $111,265$111,265-- 0.1%
All other expenses $106,038$24,800$81,238- 0.1%
Fees: accounting $89,797-$89,797- 0.1%
Insurance $86,795-$86,795- 0.1%
Office expenses $9,781-$9,781- 0.0%
Conferences, conventions and meetings $3,340-$3,340- 0.0%
Travel $2,122-$2,122- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$1,243,382--$1,243,382- -1.3%
Total$98,903,704100%

View the filing

2021 · Form 990 · $83,555,743 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $57,195,607$57,555,611-$360,004- 68.5%
Fees: other services $11,609,173$11,609,173-- 13.9%
Fees: management $10,846,399$10,468,513$377,886- 13.0%
Other (as described)POLICYHOLDER DIVIDEND $2,903,829$2,903,829-- 3.5%
Depreciation and depletion $731,502$628,858$102,644- 0.9%
Fees: investment management $479,263-$479,263- 0.6%
Occupancy $232,281-$232,281- 0.3%
Fees: lobbying $159,300$159,300-- 0.2%
Fees: accounting $95,072-$95,072- 0.1%
Insurance $84,586-$84,586- 0.1%
All other expenses $73,163$23,484$49,679- 0.1%
Other (as described)MEMBER SERVICES $31,650$31,650-- 0.0%
Office expenses $12,219-$12,219- 0.0%
Travel $2,558-$2,558- 0.0%
Fees: legal $98$98-- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$900,957--$900,957- -1.1%
Total$83,555,743100%

View the filing

2020 · Form 990 · $71,709,862 spent · pay $0 · grants $298,485 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $48,060,288$48,326,814-$266,526- 67.0%
Fees: other services $10,072,819$10,072,819-- 14.0%
Fees: management $9,388,683$9,024,822$363,861- 13.1%
Other (as described)POLICYHOLDER DIVIDEND $2,914,157$2,914,157-- 4.1%
Depreciation and depletion $548,030$471,684$76,346- 0.8%
Fees: investment management $402,726-$402,726- 0.6%
Grants to US organizations and governments $298,485$298,485-- 0.4%
Fees: lobbying $131,842$131,842-- 0.2%
Occupancy $122,527-$122,527- 0.2%
Fees: accounting $84,797-$84,797- 0.1%
Office expenses $64,776-$64,776- 0.1%
Insurance $58,826-$58,826- 0.1%
All other expenses $34,236$21,300$12,936- 0.0%
Other (as described)MEMBER SERVICES $31,276$31,276-- 0.0%
Travel $7,446-$7,446- 0.0%
Fees: legal $3,575-$3,575- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$514,627--$514,627- -0.7%
Total$71,709,862100%

View the filing

2019 · Form 990 · $66,613,945 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $44,478,495$44,747,308-$268,813- 66.8%
Fees: other services $9,580,724$9,578,523$2,201- 14.4%
Fees: management $9,255,495$8,858,327$397,168- 13.9%
Other (as described)POLICYHOLDER DIVIDEND $2,886,559$2,886,559-- 4.3%
Fees: investment management $410,489-$410,489- 0.6%
Fees: lobbying $107,406$107,406-- 0.2%
Office expenses $99,009$34,597$64,412- 0.1%
Fees: accounting $95,097-$95,097- 0.1%
Insurance $37,969-$37,969- 0.1%
Other (as described)TAXES AND FEES $19,913$19,445$468- 0.0%
Travel $15,791-$15,791- 0.0%
Fees: legal $4,270-$4,270- 0.0%
Information technology $2,695-$2,695- 0.0%
Depreciation and depletion $979-$979- 0.0%
All other expenses -$380,946$94-$381,040- -0.6%
Total$66,613,945100%

View the filing

2018 · Form 990 · $64,198,650 spent · pay $0 · grants $0 · events $5,250
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $42,491,403$42,748,232-$256,829- 66.2%
Fees: other services $9,132,794$9,132,094$700- 14.2%
Fees: management $8,791,353$8,372,560$418,793- 13.7%
Other (as described)POLICYHOLDER DIVIDEND $2,923,337$2,923,337-- 4.6%
Fees: investment management $388,126-$388,126- 0.6%
Fees: legal $98,767-$98,767- 0.2%
Fees: lobbying $85,711$85,711-- 0.1%
Fees: accounting $84,797-$84,797- 0.1%
Office expenses $75,001$17,275$57,726- 0.1%
All other expenses $66,672$17,989$48,683- 0.1%
Insurance $58,961-$58,961- 0.1%
Other (as described)MEMBER SERVICES $34,896$34,896-- 0.1%
Travel $26,430$1,014$25,416- 0.0%
Occupancy $22,270-$22,270- 0.0%
Interest $5,486-$5,486- 0.0%
Conferences, conventions and meetings $5,250-$5,250- 0.0%
Depreciation and depletion $3,820-$3,820- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$96,424--$96,424- -0.2%
Total$64,198,650100%

View the filing

2017 · Form 990 · $59,541,836 spent · pay $0 · grants $0 · events $6,420
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $40,199,715$40,199,715-- 67.5%
Fees: other services $8,892,789$8,704,109$188,680- 14.9%
Fees: management $8,047,998$7,660,172$387,826- 13.5%
Other (as described)POLICYHOLDER DIVIDEND $1,895,210$1,895,210-- 3.2%
Fees: investment management $369,675-$369,675- 0.6%
Depreciation and depletion $164,104-$164,104- 0.3%
All other expenses $100,306$805$99,501- 0.2%
Fees: accounting $84,797-$84,797- 0.1%
Fees: lobbying $78,155$78,155-- 0.1%
Occupancy $74,832-$74,832- 0.1%
Other (as described)MEMBER SERVICES $69,682$69,682-- 0.1%
Office expenses $64,021$703$63,318- 0.1%
Insurance $52,751-$52,751- 0.1%
Travel $38,085$415$37,670- 0.1%
Advertising and promotion $19,068-$19,068- 0.0%
Interest $13,489$957$12,532- 0.0%
Fees: legal $9,337-$9,337- 0.0%
Conferences, conventions and meetings $6,420-$6,420- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$638,598--$638,598- -1.1%
Total$59,541,836100%

View the filing

2015 · Form 990 · $49,488,696 spent · pay $0 · grants $0 · events $1,201
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $34,862,758$34,862,758-- 70.4%
Fees: other services $7,681,558$7,184,336$497,222- 15.5%
Fees: management $5,157,056$4,962,998$194,058- 10.4%
Other (as described)POLICYHOLDER DIVIDEND $930,108$930,108-- 1.9%
Fees: investment management $331,137-$331,137- 0.7%
Depreciation and depletion $162,567-$162,567- 0.3%
All other expenses $144,427$26,436$117,991- 0.3%
Office expenses $121,875$10,646$111,229- 0.2%
Fees: legal $87,643-$87,643- 0.2%
Other (as described)MEMBER SERVICES $65,574$65,574-- 0.1%
Fees: lobbying $55,438-$55,438- 0.1%
Insurance $54,165-$54,165- 0.1%
Occupancy $50,941-$50,941- 0.1%
Fees: accounting $50,840-$50,840- 0.1%
Travel $24,383$1,394$22,989- 0.0%
Interest $5,430-$5,430- 0.0%
Advertising and promotion $2,395-$2,395- 0.0%
Conferences, conventions and meetings $1,201-$1,201- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$300,800-$300,800-- -0.6%
Total$49,488,696100%

View the filing

2013 · Form 990 · $46,700,221 spent · pay $0 · grants $0 · events $44,353
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $30,091,400$30,085,971$5,429- 64.4%
Fees: other services $6,178,264$6,102,263$76,001- 13.2%
Fees: management $4,980,739$4,794,971$185,768- 10.7%
Other (as described)POLICYHOLDER DIVIDEND $4,806,731$4,806,731-- 10.3%
Fees: investment management $281,771-$281,771- 0.6%
Depreciation and depletion $146,397-$146,397- 0.3%
Office expenses $128,568$11,027$117,541- 0.3%
Fees: accounting $81,690-$81,690- 0.2%
Insurance $68,412-$68,412- 0.1%
Other (as described)TAXES & LICENSES $55,274-$55,274- 0.1%
Occupancy $54,983-$54,983- 0.1%
Fees: legal $49,176-$49,176- 0.1%
Conferences, conventions and meetings $44,353-$44,353- 0.1%
Other (as described)BAD DEBT $27,514-$27,514- 0.1%
Travel $21,358$3,247$18,111- 0.0%
Interest $6,560-$6,560- 0.0%
Advertising and promotion $200-$200- 0.0%
All other expenses -$323,169-$355,295$32,126- -0.7%
Total$46,700,221100%

View the filing

2012 · Form 990 · $37,887,540 spent · pay $0 · grants $0 · events $32,461
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $22,969,031$22,969,031-- 60.6%
Fees: other services $5,503,602$5,396,741$106,861- 14.5%
Fees: management $4,718,165$4,636,330$81,835- 12.5%
Other (as described)POLICYHOLDER DIVIDEND $3,799,532$3,799,532-- 10.0%
Fees: investment management $275,062-$275,062- 0.7%
Office expenses $200,066$20,499$179,567- 0.5%
Depreciation and depletion $144,546-$144,546- 0.4%
Other (as described)TAXES & LICENSES $101,342-$101,342- 0.3%
Fees: accounting $81,565-$81,565- 0.2%
Other (as described)BAD DEBT $65,000-$65,000- 0.2%
Occupancy $59,970-$59,970- 0.2%
Insurance $44,470-$44,470- 0.1%
Conferences, conventions and meetings $32,461-$32,461- 0.1%
Travel $29,749$6,405$23,344- 0.1%
Fees: legal $27,191-$27,191- 0.1%
Interest $9,196-$9,196- 0.0%
Advertising and promotion $340-$340- 0.0%
All other expenses -$173,748-$201,126$27,378- -0.5%
Total$37,887,540100%

View the filing

2011 · Form 990 · $37,355,403 spent · pay $0 · grants $0 · events $15,829
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $21,893,485$21,893,485-- 58.6%
Fees: other services $5,080,165$4,986,974$93,191- 13.6%
Other (as described)POLICYHOLDER DIVIDEND $4,844,560$4,844,560-- 13.0%
Fees: management $4,577,337$4,465,018$112,319- 12.3%
Fees: investment management $258,543-$258,543- 0.7%
Depreciation and depletion $153,145-$153,145- 0.4%
Other (as described)MISCELLANEOUS $145,092$437$144,655- 0.4%
Fees: accounting $88,785-$88,785- 0.2%
Office expenses $87,742$12,204$75,538- 0.2%
Other (as described)TAXES & LICENSES $69,309-$69,309- 0.2%
All other expenses $47,277$41,932$5,345- 0.1%
Occupancy $32,340-$32,340- 0.1%
Insurance $27,473-$27,473- 0.1%
Travel $25,491$8,295$17,196- 0.1%
Conferences, conventions and meetings $15,829-$15,829- 0.0%
Interest $10,990-$10,990- 0.0%
Advertising and promotion -$2,160--$2,160- -0.0%
Total$37,355,403100%

View the filing

2010 · Form 990 · $27,920,661 spent · pay $0 · grants $0 · events $20,924
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)LOSS & LOSS ADJUSTMENT $17,919,422$17,935,924-$16,502- 64.2%
Fees: other services $4,741,481$4,682,576$58,905- 17.0%
Fees: management $4,239,454$4,130,719$108,735- 15.2%
Other (as described)TAXES & LICENSES $370,432-$370,432- 1.3%
Fees: investment management $238,343-$238,343- 0.9%
Depreciation and depletion $119,482-$119,482- 0.4%
All other expenses $118,634$29,705$88,929- 0.4%
Other (as described)MISCELLANEOUS $99,024$170$98,854- 0.4%
Office expenses $92,768$13,716$79,052- 0.3%
Fees: accounting $77,247-$77,247- 0.3%
Other (as described)MEMBER SERVICES $75,383$75,318$65- 0.3%
Occupancy $56,726-$56,726- 0.2%
Fees: legal $28,471-$28,471- 0.1%
Travel $27,512$8,122$19,390- 0.1%
Insurance $25,479-$25,479- 0.1%
Conferences, conventions and meetings $20,924-$20,924- 0.1%
Interest $14,717-$14,717- 0.1%
Advertising and promotion $340-$340- 0.0%
Other (as described)DEFERRED ACQUISITION CO -$345,178-$345,178-- -1.2%
Total$27,920,661100%

View the filing

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.

YearSpentEarnedReports
20042
20032
20023

Issues: Insurance

Firms hired: COLLIER SHANNON SCOTT, PLLC

Trademarks

1 US trademark, 0 live.

MarkSerialFiledStatusSource
NONPROFITS' INSURANCE ALLIANCE OF CALIFORNIA A HEAD FOR INSURANCE...A HEART FOR NONPROFITS853967142011-08-12Registration cancelledTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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