2025-11-11T04:17:04-06:00 2024-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2024-01-01 061555321 NATIONAL ALLIANCE OF NONPROFITS FOR INSURANCE INC NATI 8314590980 PO BOX 8507 SANTA CRUZ CA 950618507 CARLOS BALLESTEROS CFO & TREASURER 8314590980 2025-10-30 1 1 J CALVIN MARKS P01226973 9197196400 2024 2025-03-06 01:10:19Z PAMELA DAVIS 300 PANETTA AVE SANTA CRUZ CA 95060 21548004 0 X INSURANCEFORNONPROFITS.ORG X 1999 VT QUALIFIED CHARITABLE RISK POOL FOR NONPROFIT ORGANIZATIONS. 9 8 0 11 0 0 0 0 14717155 16701714 612163 902627 0 0 15329318 17604341 0 0 0 0 0 0 0 0 0 16708243 16524793 16708243 16524793 -1378925 1079548 35554454 38781803 17319358 19264527 18235096 19517276 X NATIONAL ALLIANCE OF NONPROFITS FOR INSURANCE ("NANI") IS A CHARITABLE RISK POOL WHOSE PURPOSE IS TO PROVIDE REINSURANCE SUPPORT FOR THE MEMBERS OF ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP (ANI-RRG) AND NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA (NIAC) TO ENABLE THEM TO FULFILL THEIR MISSIONS 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. 0 0 16433314 16701714 OPERATION OF LIABILITY POOL - PROVIDES A STABLE SOURCE OF REASONABLE AND STABLY PRICED LIABILITY COVERAGE TO IRS 501(C)(3) ORGANIZATIONS. 16433314 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X CARLOS BALLESTEROS CFO TREASURER 8314590980 300 PANETTA AVE SANTA CRUZ CA 95060 PAMELA DAVIS PRESIDENT 1.00 39.00 X X 0 498564 25928 TAMMY WILSON CHAIR 1.00 2.00 X X 0 0 0 ANN MARIE GOTHARD VICE CHAIR 1.00 2.00 X X 0 0 0 AVNISH GUPTA SECRETARY (TO FEB '24) 1.00 1.00 X X 0 0 0 SHAUN POWERS SECRETARY (FROM FEB '24) 1.00 2.00 X X 0 0 0 JEFFREY KENNESON ASSISTANT SECRETARY (TO APR '24) 1.00 1.00 X X 0 0 0 DAVE TATLOCK ASSISTANT SECRETARY (FROM APR '24) 1.00 1.00 X X 0 0 0 S ORLENE GRANT DIRECTOR (FROM FEB '24) 1.00 2.00 X 0 0 0 EDWARD HAIK DIRECTOR 1.00 2.00 X 0 0 0 MARTHA MARCON DIRECTOR 1.00 3.00 X 0 0 0 SAM SCHULTZ DIRECTOR (TO FEB '24) 1.00 1.00 X 0 0 0 MICHAEL SHAVER DIRECTOR (FROM FEB '24) 1.00 2.00 X 0 0 0 KIM ADAY CFO & TREASURER (TO JUN '24) 1.00 39.00 X 0 296737 29535 CARLOS BALLESTEROS CFO & TREASURER (FROM JUN '24) 1.00 39.00 X 0 177433 6769 0 972734 62232 0 0 1 0 0 NET EARNED PREMIUMS 524298 16682064 16682064 COMMISSIONS RECEIVED 524298 19650 19650 16701714 925245 925245 3921045 3943663 -22618 -22618 -22618 17604341 16701714 0 902627 X 284000 284000 42456 42456 39077 39077 5275202 5270457 4745 131 131 3157 3157 1913 1913 NET LOSSES & LAE 11133435 11133435 PREMIUM TAX 44962 44962 LICENSE FEES 17440 17440 CHANGE IN DEFERRED ACQU -316980 -316980 16524793 16433314 91479 0 2459403 6459182 61437 407146 11817276 10288976 2933907 3232792 16208858 16518744 2073573 1874963 35554454 38781803 125761 135868 17193597 19128659 17319358 19264527 X 0 0 0 0 18235096 19517276 18235096 19517276 35554454 38781803 X 1079548 180036 22596 X 0 1 X 1 0 X 9262084 11670725 13288255 14717155 16701714 65639933 9262084 11670725 13288255 14717155 16701714 65639933 0 0 0 65639933 364840 276278 305537 697752 925245 2569652 364840 276278 305537 697752 925245 2569652 9626924 11947003 13593792 15414907 17626959 68209585 0.96230 0.96440 0.03770 0.03560 X 0 UNEARNED PREMIUM RESERVES 9232747 LOSS & LOSS ADJUSTMENT RESERVES 9025946 REINSURANCE PAYABLE 675740 DUE TO AFFILIATES 194226 19128659 X 17745300 180036 180036 17565264 39077 39077 17604341 16485716 0 16485716 39077 39077 16524793 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE COMPANY HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2024. 0 0 0 0 0 0 0 0 0 PAMELA DAVIS PRESIDENT 0 381456 0 110928 0 6180 0 13200 0 12728 0 524492 0 0 KIM ADAY CFO & TREASURER (TO JUN '24) 0 263859 0 32878 0 0 0 13200 0 16335 0 326272 0 0 CARLOS BALLESTEROS CFO & TREASURER (FROM JUN '24) 0 177433 0 0 0 0 0 0 0 6769 0 184202 0 0 FORM 990, PART VI, SECTION A, LINE 6 NANI IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBER ORGANIZATIONS OF NANI ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B A VOTE OF TWO-THIRDS OF THE MEMBERS IS REQUIRED TO MERGE OR DISSOLVE THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WILL BE MADE AVAILABLE ELECTRONICALLY TO NANI MANAGEMENT, OFFICERS, AND BOARD OF DIRECTORS FOR REVIEW AND DISCUSSION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THESE FORMS ARE REVIEWED BY THE CHAIRMAN OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 NANI GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G COMMISSIONS: PROGRAM SERVICE EXPENSES 5,198,257. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,198,257. ACTUARIAL: PROGRAM SERVICE EXPENSES 72,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,200. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,745. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,745. FORM 990, PART XI, LINE 9: CHANGE IN OTHER COMPREHENSIVE INCOME 22,596. ALLIANCE MEMBER SERVICES 300 PANETTA AVE SANTA CRUZ CA 95060 061555318 SUPPORTING ORGANIZATION VT 501(C)(3) 12-I N/A 0 ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP 300 PANETTA AVE SANTA CRUZ CA 95060 061555320 CHARITABLE RISK POOL VT 501(C)(3) 10 N/A 0 NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA 300 PANETTA AVE SANTA CRUZ CA 95060 770203935 CHARITABLE RISK POOL CA 501(C)(3) 10 N/A 0 AMS INSURANCE SERVICES PO BOX 8507 SANTA CRUZ CA 95061 770513798 INSURANCE BROKER CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1