National Alliance of Nonprofits for Insurance Inc
National Alliance of Nonprofits for Insurance Inc's network
12 people7 organisationsi12 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (22) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI; we list 12 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Tammy Wilson Chair | Chair | 2018 | 8 yrs |
| Ann Marie Gothard | Vice Chair | 2022 | 4 yrs |
| Avnish Gupta | Secretary (To Feb '24) | 2018 | 8 yrs |
| Dave Tatlock | Assistant Secretary (From Apr '24) | 2024 | 2 yrs |
| Edward G Haik (also filed as Edward Haik) | Director | 2018 | 8 yrs |
| Jeffrey Kenneson | Assistant Secretary (To Apr '24) | 2020 | 6 yrs |
| Martha Marcon | Director | 2018 | 8 yrs |
| Michael Shaver | Director (From Feb '24) | 2024 | 2 yrs |
| Pamela Davis | President | 2018 | 8 yrs |
| S Orlene Grant | Director (From Feb '24) | 2024 | 2 yrs |
| Sam Schultz | Director (To Feb '24) | 2022 | 4 yrs |
| Shaun Powers | Secretary (From Feb '24) | 2024 | 2 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Carlos Ballesteros | CFO & Treasurer (From Jun '24) | 2024 |
| Kim Aday | CFO, Treasurer | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Pamela Davis | President | 1 | $0 | $499k | $26k |
| Tammy Wilson | Chair | 1 | $0 | ||
| Ann Marie Gothard | Vice Chair | 1 | $0 | ||
| Avnish Gupta | Secretary (To Feb '24) | 1 | $0 | ||
| Shaun Powers | Secretary (From Feb '24) | 1 | $0 | ||
| Jeffrey Kenneson | Assistant Secretary (To Apr '24) | 1 | $0 | ||
| Dave Tatlock | Assistant Secretary (From Apr '24) | 1 | $0 | ||
| S Orlene Grant | Director (From Feb '24) | 1 | $0 | ||
| Edward Haik | Director | 1 | $0 | ||
| Martha Marcon | Director | 1 | $0 | ||
| Sam Schultz | Director (To Feb '24) | 1 | $0 | ||
| Michael Shaver | Director (From Feb '24) | 1 | $0 | ||
| Kim Aday | CFO & Treasurer (To Jun '24) | 1 | $0 | $297k | $30k |
| Carlos Ballesteros | CFO & Treasurer (From Jun '24) | 1 | $0 | $177k | $7k |
About
- Legal name
- National Alliance of Nonprofits for Insurance Inc
- EIN
- 061555321
- Address
- Po Box 8507, Santa Cruz, CA, 95061-8507
- State
- California
- Mission
- 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... (as filed on the Form 990)
- Activity (NTEE)
- Y20 Mutual and membership benefit
- IRS classification
- 501(c)71 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 8 (IRS master file code)
- Formed
- 1999
- Principal officer
- Pamela Davis (as named on the Form 990)
- IRS ruling date
- 1 December 2000
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Related organisations (Schedule R)
RelatedSUPPORTING ORGANIZATIONAlliance Member ServicesRelatedCHARITABLE RISK POOLAlliance of Nonprofits for Insurance Risk Retention GroupRelatedCHARITABLE RISK POOLNonprofits Insurance Alliance of California
Longest observed on the filings
≥8years on the filingsTammy Wilson
≥8years on the filingsAvnish Gupta
≥8years on the filingsEdward G Haik
≥8years on the filingsMartha Marcon
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $38.8m
- Total liabilities
- $19.3m
- Net assets or fund balances
- $19.5m
- Contributions and grants received
- $0
- Program service revenue
- $16.7m
- Employees
- 0
- Volunteers
- 11
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $17.6m | $16.5m | $1.1m |
As filed on the IRS Form 990. US dollars.