Alliance Member Services Inc
- Assets
- $146.4m
- Revenue
- $23.1m
- Investments
- $0.0
- Employees
- 164
- Location
- Santa Cruz, CA
- Founding
- 12/1998
- Data as of
- 12/2021
- EIN
- 06-1555318
Organization Overview
Alliance Member Services Inc is located in Santa Cruz, CA. The organization was established in 1998. According to its NTEE Classification (S47) the organization is classified as: Real Estate Associations, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 12/2021, Alliance Member Services Inc employed 164 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Alliance Member Services Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Alliance Member Services Inc generated $23.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.5% each year. All expenses for the organization totaled $23.1m during the year ending 12/2021. While expenses have increased by 8.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORTS THE OPERATIONS AND ACTIVITIES OF THE NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA, THE ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP AND THE NATIONAL ALLIANCE OF NONPROFITS FOR INSURANCE, AS WELL AS SUCH OTHER INSTITUTIONS THAT QUALIFY UNDER SECTION 501(C)(3) AND 501(N) OF THE INTERNAL REVENUE CODE, COLLECTIVELY "NIA GROUP." NIA GROUP SERVES 501(C)(3) TAX EXEMPT NONPROFIT ORGANIZATIONS BY PROVIDING A STABLE SOURCE OF REASONABLE PRICED LIABILITY INSURANCE TAILORED TO THE SPECIALIZED NEEDS OF THE NONPROFIT SECTOR, AND ASSISTING THESE ORGANIZATIONS TO DEVELOP AND IMPLEMENT SUCCESSFUL LOSS CONTROL AND RISK MANAGEMENT PROGRAMS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Pamela Davis Ceo, President | OfficerTrustee | 5 | $474,341 |
Kim Aday CFO & Treasurer | Officer | 5 | $316,064 |
Tom Bakewell Chief Information Officer | Officer | 40 | $310,158 |
Brian Johnson Chief Underwriting Officer | Officer | 40 | $299,258 |
David Gibson Chief Claims Officer | Officer | 40 | $298,450 |
Salar Sepehrdad Chief Risk Officer | Officer | 40 | $246,070 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Lamb Financial Group Broker Commissions | 12/30/21 | $422,966 |
Kpmg Llp Software Development Consulting Fees | 12/30/21 | $787,922 |
Acrisure Of California Llc Broker Commissions | 12/30/21 | $447,995 |
Interwest Insurance Services Llcchico Broker Commissions | 12/30/21 | $372,175 |
Deloitte Consulting Llp Software Development Consulting Fees | 12/30/21 | $1,558,115 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $23,122,864 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $23,122,864 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $2,573,673 |
| Compensation of current officers, directors, key employees. | $77,210 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $12,090,203 |
| Pension plan accruals and contributions | $764,193 |
| Other employee benefits | $1,322,801 |
| Payroll taxes | $1,064,875 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $46,723 |
| Fees for services: Accounting | $23,750 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,742,310 |
| Advertising and promotion | $73,477 |
| Office expenses | $2,512,987 |
| Information technology | $180,427 |
| Royalties | $0 |
| Occupancy | $473,513 |
| Travel | $18,976 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,820 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $316,015 |
| Insurance | $345,396 |
| All other expenses | -$1,156,650 |
| Total functional expenses | $23,122,864 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $416,031 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $59,928,576 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $358,660 |
| Net Land, buildings, and equipment | $2,781,197 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $82,868,862 |
| Total assets | $146,353,326 |
| Accounts payable and accrued expenses | $5,169,680 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $141,183,646 |
| Total liabilities | $146,353,326 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $146,353,326 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Alliance Member Services Inc Santa Cruz, CA | $146,353,326 | $23,122,864 |
550 Corporate Center Investment Group Inc El Segundo, CA | $123,957,933 | $9,348,795 |
National Associaton Of Hispanic Real Estate Professionals San Diego, CA | $3,754,334 | $9,140,386 |
Greater Las Vegas Association Of Realtors Las Vegas, NV | $41,416,661 | $13,529,639 |
Pasadena Gateway Willas Corporation Pasadena, CA | $583,745,665 | $12,743,337 |
Tmt Tapestry Naperville Inc San Francisco, CA | $84,971,977 | $6,744,374 |
Tmt Park Bridge Inc San Francisco, CA | $97,828,411 | $6,399,295 |
1541 And 1545 Wilshire Seiu 721 Holdings Llc Los Angeles, CA | $47,586,913 | $3,458,952 |
Tmt Arbors At Fair Lakes Apartments Inc San Francisco, CA | $98,381,662 | $6,062,685 |
Tmt Pointe Plaza Inc San Francisco, CA | $52,280,975 | $4,024,011 |
Marshall Square Investment Groupinc El Segundo, CA | $178,044,342 | $8,052,426 |
Fmf Realty Corp Santa Monica, CA | $13,864,181 | $3,655,320 |