Public Charity

ALLIANCE MEMBER SERVICES INC

Based in SANTA CRUZ, CA, ALLIANCE MEMBER SERVICES INC operates as a Public Charity. The organization reported $38.5M in revenue, $37.8M in expenses, $250.8M in total assets for fiscal year 2024.

EIN: 061555318 SANTA CRUZ, CA Latest filing: 2024
Total Revenue$38.5M
Total Expenses$37.8M
Total Assets$250.8M
Grant Records0
Filing Years2019–2024

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.

Officers & Directors

VICE CHAIR Ann Marie Gothard
SECRETARY (TO FEB '24) Avnish Gupta
VP OF CLAIMS Bridget Nathan
CFO & TREASURER (FROM JUN '24) Carlos Ballesteros
CHIEF RISK OFFICER & GENERAL COUNSEL Chris Reed
CHIEF CLAIMS OFFICER David Gibson

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $38.5M $37.8M $250.8M
2023 $32.8M $32.8M $225.5M
2022 $28.3M $28.3M $181.2M
2020 $19.7M $19.7M $127.7M
2019 $17.6M $17.6M $109.5M

Between 2019 and 2024, reported annual revenue grew from $17.6M to $38.5M (+119%), with total assets most recently reported at $250.8M.

Interactive year-over-year charts and full filing details available with membership.

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