Nonprofit · EIN 06-1555318
ALLIANCE MEMBER SERVICES INC
Also known as NIAC
Tax-exempt · SANTA CRUZ, CA 95060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $38,486,764 | $37,778,229 | $708,535 | $250,802,939 | $250,094,404 | $708,535 |
| December 31, 2023 | 990 | $32,774,787 | $32,774,787 | $0 | $225,476,156 | $225,476,156 | $0 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $37,240,628
- Investment income
- $534,871
- Other revenue
- $711,265
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,129,658
- Other salaries and wages
- $20,012,729
- Salaries, compensation and benefits (total)
- $28,222,127
- Professional fundraising fees
- $0
- Legal fees
- $30,427
- Accounting fees
- $41,754
- Occupancy
- $694,286
- Travel
- $49,444
- Depreciation
- $1,548,115
- Program services (functional)
- $36,919,806
- Management and general (functional)
- $858,423
Balance sheet and other
- Total assets, start of year
- $225,476,156
- Total assets, end of year
- $250,802,939
- Total liabilities, end of year
- $250,094,404
- Net assets, end of year
- $708,535
- Land, buildings and equipment
- $45,604,532
- Gross receipts
- $38,486,764
- Employees
- 228
- Volunteers
- 9
- 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 | Other / benefits |
|---|---|---|---|---|
| PAMELA DAVIS | CEO, PRESIDENT Trustee or director, Officer | 5 | $498,564 | $25,928 |
| CHRIS REED | CHIEF RISK OFFICER & GENERAL COUNSEL Key employee | 40 | $372,259 | $28,902 |
| DAVID GIBSON | CHIEF CLAIMS OFFICER Key employee | 40 | $370,114 | $15,448 |
| DUSTI MCKEOWN | CHIEF UNDERWRITING OFFICER Key employee | 40 | $336,846 | $29,170 |
| JEAN-FRANCOIS ROY | CHIEF INFORMATION OFFICER Key employee | 40 | $308,251 | $18,041 |
| KIM ADAY | CFO & TREASURER (TO JUN '24) Officer | 5 | $296,737 | $29,535 |
| STARR THOMPSON | CHIEF PEOPLE & ADMINISTRATIVE OFFICER Key employee | 40 | $281,545 | $28,403 |
| MELISSA DALSKE | CHIEF EXPERIENCE OFFICER Key employee | 40 | $293,989 | $11,724 |
| KEVIN HUTH | VP OF IT Highest-paid employee | 40 | $238,680 | $23,584 |
| MELISSA YARNELL | SENIOR MANAGER, DATA AND ANALYTICS Highest-paid employee | 40 | $235,569 | $11,318 |
| KERI PETERSON | VP OF CLAIMS Highest-paid employee | 40 | $215,890 | $23,387 |
| BRIDGET NATHAN | VP OF CLAIMS Highest-paid employee | 40 | $215,228 | $22,433 |
| LINDA BROBECK | CHIEF ACTUARY Highest-paid employee | 40 | $226,749 | $9,696 |
| CARLOS BALLESTEROS | CFO & TREASURER (FROM JUN '24) Officer | 5 | $177,433 | $6,769 |
| TAMMY WILSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN MARIE GOTHARD | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| AVNISH GUPTA | SECRETARY (TO FEB '24) Trustee or director, Officer | 1 | $0 |
| SHAUN POWERS | SECRETARY (FROM FEB '24) Trustee or director, Officer | 1 | $0 |
| S ORLENE GRANT | DIRECTOR (FROM FEB '24) Trustee or director | 1 | $0 |
| EDWARD HAIK | DIRECTOR Trustee or director | 1 | $0 |
| MARTHA MARCON | DIRECTOR Trustee or director | 1 | $0 |
| SAM SCHULTZ | DIRECTOR (TO FEB '24) Trustee or director | 1 | $0 |
| MICHAEL SHAVER | DIRECTOR (FROM FEB '24) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAMELA DAVIS | CEO, PRESIDENT Trustee or director, Officer | 5 | $504,030 | $29,149 |
| KIM ADAY | CFO & TREASURER Officer | 5 | $392,846 | $32,992 |
| DAVID GIBSON | CHIEF CLAIMS OFFICER Key employee | 40 | $370,279 | $20,087 |
| CHRISTOPHER REED | CHIEF RISK OFFICER Key employee | 40 | $345,850 | $30,986 |
| DUSTI MCKEOWN | CHIEF UNDERWRITING OFFICER Key employee | 40 | $311,628 | $30,201 |
| STARR THOMPSON | CHIEF PEOPLE OFFICER Key employee | 40 | $291,708 | $30,147 |
| MELISSA DALSKE | CHIEF EXPERIENCE OFFICER Key employee | 40 | $257,464 | $13,895 |
| MELISSA YARNELL | SENIOR MANAGER, BUSINESS SYSTEMS Highest-paid employee | 40 | $229,801 | $14,864 |
| KEVIN HUTH | SR MANAGER, IT BUSINESS SYSTEMS Highest-paid employee | 40 | $218,771 | $25,547 |
| KERI PETERSEN | SENIOR CLAIMS EXAMINER Highest-paid employee | 40 | $213,070 | $25,639 |
| SIOBHAN KELLEY | TEAM LEAD, LABOR & EMPLY MGMT Highest-paid employee | 40 | $209,299 | $24,309 |
| TOM BAKEWELL | CHIEF INFORMATION OFFICE (TO JUN '23) Key employee | 40 | $207,566 | $24,957 |
| VIRGINIA SULLIVAN | CLAIMS COUNSEL Highest-paid employee | 40 | $212,896 | $12,487 |
| STEPHEN SUMNER | CHAIR (TO FEB '23) Trustee or director, Officer | 1 | $0 | $0 |
| TAMMY WILSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANN MARIE GOTHARD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AVNISH GUPTA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD HAIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARTHA MARCON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAM SCHULTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 PANETTA AVE, SANTA CRUZ, CA 95060-6372
- 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 06-1555318 or by the name ALLIANCE MEMBER SERVICES 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 MEMBER SERVICES, INC. ("AMS") IS A SUPPORTING ORGANIZATION FOR THE FOLLOWING CHARITABLE RISK POOLS: NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA (NIAC), ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP (ANI), AND NATIONAL ALLIANCE OF NONPROFITS FOR INSURANCE (NANI). AMS PROVIDES ALL STAFF AND MANAGES ALL OTHER BUSINESS RELATIONSHIPS TO PROVIDE EXCELLENT PRODUCTS AND SERVICES TO THE MEMBERS OF THE SUPPORTED ORGANIZATIONS AT ITS COST. SERVICES INCLUDE UNDERWRITING, POLICY ISSUANCE AND SERVICING, CLAIMS HANDLING, LOSS CONTROL SERVICES, MARKETING, ACCOUNTING, INVESTMENT MANAGEMENT, REINSURANCE PLACEMENT AND ALL OTHER ADMINISTRATIVE AND MANAGEMENT SERVICES AS REQUIRED.
Program accomplishments
- PROVIDED MANAGEMENT AND OPERATIONAL SERVICES TO AFFILIATES INCLUDING POLICY SERVICES, CLAIMS MANAGEMENT, MEMBER SERVICES, REINSURANCE NEGOTIATIONS, MARKETING, ACCOUNTING AND FINANCIAL MANAGEMENT, AND GENERAL AND ADMINISTRATIVE MANAGEMENT.Expenses $36,919,806 · revenue $37,240,628
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
- 06-1555318
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S47)
- Assets (IRS master file)
- $250,802,939
- Income (IRS master file)
- $38,486,764
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $38,486,764 | $37,778,229 | $250,802,939 | XML |
| 990 | December 2023 | $32,774,787 | $32,774,787 | $225,476,156 | XML |
| 990 | December 2022 | $28,298,931 | $28,298,931 | $181,240,220 | 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 06-1555318).
Questions about ALLIANCE MEMBER SERVICES INC
- What is the EIN of ALLIANCE MEMBER SERVICES INC?
- The employer identification number (EIN) of ALLIANCE MEMBER SERVICES INC is 06-1555318.
- Is ALLIANCE MEMBER SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ALLIANCE MEMBER SERVICES INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ALLIANCE MEMBER SERVICES 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 MEMBER SERVICES 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 MEMBER SERVICES 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 MEMBER SERVICES INC?
- The 990 for the year ended December 31, 2024 names PAMELA DAVIS.
- Who are the officers and directors of ALLIANCE MEMBER SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 23 people; 14 received compensation from the organization, the highest $498,564 (PAMELA DAVIS, CEO, PRESIDENT).
- How much revenue does ALLIANCE MEMBER SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $38,486,764, expenses of $37,778,229 and total assets of $250,802,939 at year end.
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All nonprofits in SANTA CRUZ · California · Community improvement and capacity building