ALLIANCE MEMBER SERVICES INC Charity Report

Public IRS 990 nonprofit record

ALLIANCE MEMBER SERVICES INC

EIN 06-1555318 · Real Estate Associations (S47)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $97.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

95.93%of revenue went to mission work97.7% of expenses · Program services

$98.16spent for every $100 of revenueRevenue covered expenses this year.

2.23%of revenue went to management and office costs2.3% of expenses

$6.64in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $524,492 for PAMELA DAVIS (CEO, PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$38,486,764

Mission workProgram services$36,919,80695.93% of revenue97.7% of expenses

ManagementOffice and general costs$858,4232.23% of revenue2.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$708,5351.84% of revenueShown in gray on the chart

Total expenses$37,778,22998.16% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 97.7% mission · 2.3% management · 0.0% fundraisingTotal expenses: 98.16% of revenue

2023Expense mix: 97.7% mission · 2.3% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2022Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2021Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2020Expense mix: 97.5% mission · 2.5% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2019Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2018Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

2017Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

Money in and money out

Revenue$38,486,764

Expenses$37,778,229

Annual surplus $708,535 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$36,919,806 · 97.7% of expenses

Management and office costs$858,423 · 2.3% of expenses

See all reported dollar amounts

Revenue$38,486,764

Expenses$37,778,229

Assets$250,802,939

Income$38,486,764

Mission work (program services)$36,919,806

Management and general$858,423

Executive compensation (total)$36,918,165

Accounting fees$41,754

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PAMELA DAVISCEO, PRESIDENT · 5 hrs/week $524,492Base $498,564 · Other $25,928

CHRIS REEDCHIEF RISK OFFICER & GENERAL COUNSEL · 40 hrs/week $401,161Base $372,259 · Other $28,902

DAVID GIBSONCHIEF CLAIMS OFFICER · 40 hrs/week $385,562Base $370,114 · Other $15,448

DUSTI MCKEOWNCHIEF UNDERWRITING OFFICER · 40 hrs/week $366,016Base $336,846 · Other $29,170

JEAN-FRANCOIS ROYCHIEF INFORMATION OFFICER · 40 hrs/week $326,292Base $308,251 · Other $18,041

KIM ADAYCFO & TREASURER (TO JUN 24) · 5 hrs/week $326,272Base $296,737 · Other $29,535

STARR THOMPSONCHIEF PEOPLE & ADMINISTRATIVE OFFICER · 40 hrs/week $309,948Base $281,545 · Other $28,403

MELISSA DALSKECHIEF EXPERIENCE OFFICER · 40 hrs/week $305,713Base $293,989 · Other $11,724

KEVIN HUTHVP OF IT · 40 hrs/week $262,264Base $238,680 · Other $23,584

MELISSA YARNELLSENIOR MANAGER, DATA AND ANALYTICS · 40 hrs/week $246,887Base $235,569 · Other $11,318

KERI PETERSONVP OF CLAIMS · 40 hrs/week $239,277Base $215,890 · Other $23,387

BRIDGET NATHANVP OF CLAIMS · 40 hrs/week $237,661Base $215,228 · Other $22,433

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

PAMELA DAVISCEO, PRESIDENT

CHRIS REEDCHIEF RISK OFFICER & GENERAL COUNSEL

DAVID GIBSONCHIEF CLAIMS OFFICER

DUSTI MCKEOWNCHIEF UNDERWRITING OFFICER

JEAN-FRANCOIS ROYCHIEF INFORMATION OFFICER

KIM ADAYCFO & TREASURER (TO JUN 24)

STARR THOMPSONCHIEF PEOPLE & ADMINISTRATIVE OFFICER

MELISSA DALSKECHIEF EXPERIENCE OFFICER

KEVIN HUTHVP OF IT

MELISSA YARNELLSENIOR MANAGER, DATA AND ANALYTICS

KERI PETERSONVP OF CLAIMS

BRIDGET NATHANVP OF CLAIMS

LINDA BROBECKCHIEF ACTUARY

CARLOS BALLESTEROSCFO & TREASURER (FROM JUN 24)

TAMMY WILSONCHAIR

SHAUN POWERSSECRETARY (FROM FEB 24)

SAM SCHULTZDIRECTOR (TO FEB 24)

ANN MARIE GOTHARDVICE CHAIR

S ORLENE GRANTDIRECTOR (FROM FEB 24)

MICHAEL SHAVERDIRECTOR (FROM FEB 24)

MARTHA MARCONDIRECTOR

EDWARD HAIKDIRECTOR

AVNISH GUPTASECRETARY (TO FEB 24)

About this charity

Recognized since: January 1998
Location: 300 PANETTA AVE, SANTA CRUZ, CA 95060-6372
County: Santa Cruz
In care of: CARLOS BALLESTEROS
Primary officer: CARLOS BALLESTEROS, CFO & TREASURER

How to reach them

WebsiteVisit the charity’s website Emailinfo@insurancefornonprofits.org Phone(831) 459-0980

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: JOHNSON LAMBERT LLP
NTEE classification: Real Estate Associations (S47)
IRS tax category: Real Estate Associations