Nonprofit · EIN 06-1555320
ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC
Tax-exempt · SANTA CRUZ, CA 95061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $117,699,226 | $127,561,636 | -$9,862,410 | $445,634,448 | $393,181,754 | $52,452,694 |
| December 31, 2023 | 990 | $101,585,397 | $92,546,605 | $9,038,792 | $374,154,517 | $309,111,215 | $65,043,302 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $110,765,690
- Investment income
- $6,933,536
- Net gain from sales of assets
- -$205,244
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $271,455
- Accounting fees
- $61,632
- Travel
- $26,403
- Program services (functional)
- $125,878,626
- Management and general (functional)
- $1,683,010
Balance sheet and other
- Total assets, start of year
- $374,154,517
- Total assets, end of year
- $445,634,448
- Total liabilities, end of year
- $393,181,754
- Net assets, end of year
- $52,452,694
- Publicly traded securities
- $188,569,859
- Gross receipts
- $140,767,025
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1999
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT Trustee or director, Officer | 17 | $0 | $498,564 | $25,928 |
| KIM ADAY | CFO & TREASURER (TO JUN '24) Officer | 17 | $0 | $296,737 | $29,535 |
| CARLOS BALLESTEROS | CFO & TREASURER (FROM JUN '24) Officer | 17 | $0 | $177,433 | $6,769 |
| ANN MARIE GOTHARD | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL SHAVER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHAUN POWERS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY KENNESON | ASSISTANT SECRETARY (TO APR '24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE TATLOCK | ASSISTANT SECRETARY (FROM APR '24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AHNDREA BLUE | DIRECTOR (FROM FEB '24) Trustee or director | 1 | $0 | $0 | $0 |
| KRISTEN BRADBURY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NORRIS CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN DAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| S ORLENE GRANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD HAIK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA MARCON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUDY SOUCOUP | DIRECTOR (FROM FEB '24) Trustee or director | 1 | $0 |
| STEPHEN SUMNER | DIRECTOR (TO FEB '24) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAMELA DAVIS | PRESIDENT Trustee or director, Officer | 14 | $0 | $504,030 | $29,149 |
| KIM ADAY | CFO, TREASURER Officer | 14 | $0 | $392,846 | $32,992 |
| ANN MARIE GOTHARD | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL SHAVER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DALENA MCGREW | SECRETARY (TO FEB '23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHAUN POWERS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY KENNESON | ASSISTANT SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTEN BRADBURY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK BROWN | DIRECTOR (TO MAR '23) Trustee or director | 1 | $0 | $0 | $0 |
| NORRIS CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN DAY | DIRECTOR (FROM FEB '23) Trustee or director | 1 | $0 | $0 | $0 |
| S ORLENE GRANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD HAIK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA MARCON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN SUMNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8507, SANTA CRUZ, CA 95061-8507
- In care of
- % PAMELA E DAVIS
- Principal officer (990 for 2024)
- PAMELA DAVIS, 300 PANETTA AVE, SANTA CRUZ, CA 95060
- Signed the 990
- CARLOS BALLESTEROS, CFO & TREASURER
- Phone
- (831) 459-0980
- Return prepared by
- JOHNSON LAMBERT LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 06-1555320 or by the name ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- PROVIDED 14,818 501(C)(3) ORGANIZATIONS WITH A STABLE SOURCE OF REASONABLY PRICED LIABILITY INSURANCE TAILORED TO THE SPECIALIZED NEEDS OF THE NONPROFIT SECTOR.Expenses $124,529,280 · revenue $110,765,690
- ASSISTED NONPROFIT ORGANIZATIONS WITH DEVELOPMENT AND IMPLEMENTATION OF SUCCESSFUL LOSS CONTROL AND RISK MANAGEMENT PROGRAMS BY PROVIDING LOSS CONTROL PUBLICATIONS, EMPLOYEE HANDBOOK REVIEWS, PRE-TERMINATION LEGAL CONSULTATIONS, DEFENSIVE DRIVER TRAINING, CHILD SEXUAL ABUSE PREVENTION TRAINING, AND ACCESS TO EMPLOYMENT BACKGROUND CHECK SERVICES.Expenses $1,349,346
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1555320
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $445,634,448
- Income (IRS master file)
- $140,767,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $117,699,226 | $127,561,636 | $445,634,448 | XML |
| 990 | December 2023 | $101,585,397 | $92,546,605 | $374,154,517 | XML |
| 990 | December 2022 | $86,466,315 | $79,950,826 | $304,018,973 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1555320).
Questions about ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC
- What is the EIN of ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC?
- The employer identification number (EIN) of ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC is 06-1555320.
- Is ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC?
- The 990 for the year ended December 31, 2024 names PAMELA DAVIS.
- Who are the officers and directors of ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $117,699,226, expenses of $127,561,636 and total assets of $445,634,448 at year end.
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