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National Alliance Of Nonprofits For Insurance Inc

  • Santa Cruz, CA
  • Tax-exempt since Dec. 2000
  • EIN: 06-1555321

Organization summary

Type of Nonprofit

Category: Mutual/Membership Benefit Organizations, Other / Insurance Providers, Services (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$13.5M (2022)

Expenses
$13.5M (2022)

Total Assets
$31.8M (2022)

Total Liabilities
$12.7M (2022)

Source: Form 990 tax filings from 2013 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,548,430
Expenses
$13,483,925
Net Income
$64,505
Net Assets
$19,092,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,288,555
98.1%
Investment Income $305,537
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$45,662
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $31,792,875
Total Liabilities $12,700,511
Net Assets $19,092,364
Compensation
Key Employees and Officers Compensation Related Other
Pamela Davis (President) $0 $504,278 $27,360
Stephen Sumner (Chair) $0 $0 $0
Tammy Wilson (Vice Chair) $0 $0 $0
Avnish Gupta (Secretary) $0 $0 $0
Jeffrey Kenneson (Assistant Secretary) $0 $0 $0
Pam Alvarez (Director (To Feb '22)) $0 $0 $0
Rhonda Gillenwaters (Director (To Feb '22)) $0 $0 $0
Ann Marie Gothard (Director (From Feb '22)) $0 $0 $0
Edward Haik (Director (From Feb '22)) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
Sam Schultz (Director) $0 $0 $0
Kim Aday (Cfo, Treasurer) $0 $358,962 $31,363
+ View more people

Document Links

990
Filed on Nov. 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,075,164
Expenses
$9,957,109
Net Income
$2,118,055
Net Assets
$20,392,954
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,670,725
96.7%
Investment Income $276,278
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $128,161
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,076,337
Total Liabilities $11,683,383
Net Assets $20,392,954
Compensation
Key Employees and Officers Compensation Related Other
Pamela Davis (President) $0 $474,341 $30,579
Kim Aday (Cfo, Treasurer) $0 $316,064 $31,592
Stephen Sumner (Chair) $0 $0 $0
Tammy Wilson (Vice Chair) $0 $0 $0
Avnish Gupta (Secretary) $0 $0 $0
Jeffrey Kenneson (Assistant Secretary) $0 $0 $0
Pam Alvarez (Director) $0 $0 $0
Rhonda Gillenwaters (Director) $0 $0 $0
Edward G Haik (Director (To Feb '21)) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
Sam Schultz (Director (From Feb '21)) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,727,291
Expenses
$7,896,629
Net Income
$1,830,662
Net Assets
$18,759,022
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,262,084
95.2%
Investment Income $364,840
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $100,367
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,497,628
Total Liabilities $10,738,606
Net Assets $18,759,022
Compensation
Key Employees and Officers Compensation Related Other
Pamela Davis (President) $0 $472,503 $29,119
Kim Aday (Cfo, Treasurer) $0 $332,191 $30,202
Stephen Sumner (Chair) $0 $0 $0
Tammy Wilson (Vice Chair) $0 $0 $0
Avnish Gupta (Secretary) $0 $0 $0
Jeffrey Kenneson (Assistant Secretary (From Apr '20)) $0 $0 $0
Cindy Lyford (Assistant Secretary (To Apr '20)) $0 $0 $0
Pam Alvarez (Director) $0 $0 $0
Rhonda Gillenwaters (Director (From Feb '20)) $0 $0 $0
Edward G Haik (Director) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 18, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,830,410
Expenses
$5,809,917
Net Income
$2,020,493
Net Assets
$16,641,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,397,268
94.5%
Investment Income $436,522
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,380
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,808,249
Total Liabilities $10,167,126
Net Assets $16,641,123
Compensation
Key Employees and Officers Compensation Related Other
Pamela Davis (President) $0 $462,220 $30,572
Kim Aday (Cfo, Treasurer) $0 $323,086 $30,463
Stephen Sumner (Chair) $0 $0 $0
Tom Wander (Vice Chair) $0 $0 $0
Avnish Gupta (Secretary) $0 $0 $0
Cindy Lyford (Assistant Secretary) $0 $0 $0
Pam Alvarez (Director) $0 $0 $0
Edward G Haik (Director) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
Tammy Wilson (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 29, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,938,030
Expenses
$5,790,588
Net Income
$1,147,442
Net Assets
$14,263,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,626,735
95.5%
Investment Income $355,212
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$43,917
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,465,994
Total Liabilities $11,202,193
Net Assets $14,263,801
Compensation
Key Employees and Officers Compensation Related Other
Pamela Davis (President) $0 $457,268 $27,122
Stephen Sumner (Chair) $0 $0 $0
Tom Wander (Vice Chair) $0 $0 $0
Avnish Gupta (Secretary (From Mar '18)) $0 $0 $0
Cindy Lyford (Assistant Secretary (From Mar '18)) $0 $0 $0
Pam Alvarez (Director) $0 $0 $0
Edward G Haik (Director (From Mar '18)) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
Tammy Wilson (Director) $0 $0 $0
Kim Aday (Cfo, Treasurer) $0 $303,339 $29,807
+ View more people

Document Links

990
Filed on Nov. 6, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,526,663
Expenses
$5,456,844
Net Income
$1,069,819
Net Assets
$13,167,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,306,301
96.6%
Investment Income $220,283
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $79
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,922,879
Total Liabilities $6,755,579
Net Assets $13,167,300
Compensation
Key Employees and Officers Compensation Related Other
Wilson Jones (Chair) $0 $0 $0
Stephen Sumner (Vice Chair) $0 $0 $0
Pamela Davis (President) $0 $461,201 $26,373
Pam Alvarez (Secretary) $0 $0 $0
Andrew Sargeant (Assistant Secretary) $0 $0 $0
Suzanne Cross (Director) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
Mary Stroube (Director) $0 $0 $0
Tom Wander (Director) $0 $0 $0
Tammy Wilson (Director (From Mar '17)) $0 $0 $0
Kim Aday (Cfo, Treasurer) $0 $299,472 $29,054
+ View more people

Document Links

990
Filed on Nov. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,566,076
Expenses
$5,693,467
Net Income
$872,609
Net Assets
$12,159,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,402,881
97.5%
Investment Income $159,725
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,470
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,076,850
Total Liabilities $5,917,826
Net Assets $12,159,024
Compensation
Key Employees and Officers Compensation Related Other
Wilson Jones (Chair) $0 $0 $0
R Lawrence Bacon (Chair (To Mar '16)) $0 $0 $0
Stephen Sumner (Vice Chair) $0 $0 $0
Pamela Davis (President) $0 $465,768 $27,455
Pam Alvarez (Secretary (From Mar '16)) $0 $0 $0
Steven Richard (Secretary (To Mar '16)) $0 $0 $0
Andrew Sargeant (Assistant Secretary) $0 $0 $0
Suzanne Cross (Director) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
Mary Stroube (Director) $0 $0 $0
Tom Wander (Director (From Mar '16)) $0 $0 $0
Kim Aday (Cfo, Treasurer) $0 $304,342 $28,392
+ View more people

Document Links

990
Filed on Nov. 9, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,696,598
Expenses
$5,457,878
Net Income
$1,238,720
Net Assets
$11,303,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,493,027
97.0%
Investment Income $179,593
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,323
0.3%
Net Inventory Sales $0
Other Revenue $655
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,872,790
Total Liabilities $6,569,218
Net Assets $11,303,572
Compensation
Key Employees and Officers Compensation Related Other
R Lawrence Bacon (Chair) $0 $0 $0
Pamela Davis (President) $0 $455,351 $26,552
Steven Richard (Secretary) $0 $0 $0
Andrew Sargeant (Assistant Secretary) $0 $0 $0
Suzanne Cross (Director) $0 $0 $0
Wilson Jones (Director) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
Mary Stroube (Director) $0 $0 $0
Stephen Sumner (Director) $0 $0 $0
Kim Aday (Cfo, Treasurer) $0 $301,812 $26,484
+ View more people

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990
Filed on Nov. 2, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,252,122
Expenses
$5,263,248
Net Income
$988,874
Net Assets
$14,129,579
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,031,990
96.5%
Investment Income $178,443
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $41,689
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,815,779
Total Liabilities $7,686,200
Net Assets $14,129,579
Compensation
Key Employees and Officers Compensation Related Other
R Lawrence Bacon (Chair) $0 $0 $0
Pamela Davis (President) $0 $443,174 $28,475
Steven Richard (Secretary) $0 $0 $0
Andrew Sargeant (Assistant Secretary) $0 $0 $0
Suzanne Cross (Director) $0 $0 $0
Wilson Jones (Director) $0 $0 $0
Martha Marcon (Director) $0 $0 $0
Mary Stroube (Director) $0 $0 $0
Stephen Sumner (Director (From Feb '14)) $0 $0 $0
Richard J Welch (Director (To Feb '14)) $0 $0 $0
Kim Aday (Cfo, Treasurer) $0 $292,419 $26,992
+ View more people

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990
Filed on Nov. 9, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,740,386
Expenses
$4,109,369
Net Income
$1,631,017
Net Assets
$13,176,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,521,648
96.2%
Investment Income $194,379
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $24,359
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,673,390
Total Liabilities $6,497,174
Net Assets $13,176,216
Compensation
Key Employees and Officers Compensation Related Other
R Lawrence Bacon (Chair) $0 $0 $0
Pamela Davis (President) $0 $442,449 $25,124
Steven Richard (Secretary) $0 $0 $0
Andrew Sargeant (Assistant Secretary) $0 $0 $0
Suzanne Cross (Director) $0 $0 $0
Roger W Gilbert (Director (To Feb '13)) $0 $0 $0
Wilson Jones (Director) $0 $0 $0
Martha Marcon (Director (From Mar '13)) $0 $0 $0
Mary Stroube (Director) $0 $0 $0
Richard J Welch (Director) $0 $0 $0
Kim Aday (Cfo, Treasurer) $0 $278,363 $23,611
+ View more people

Document Links

990
Filed on Nov. 10, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated