ALLIANCE MEMBER SERVICES INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

PAMELA DAVIS

Phone

8314590980

Tax Period

2024-01-01 to 2024-12-31

ALLIANCE MEMBER SERVICES INC, founded in 1999, is a mid-sized nonprofit in the Community Improvement sector that reported $38.5M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

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.

Program Service Accomplishments

Program 1

Expenses: $36,919,806 Revenue: $37,240,628

PROVIDED MANAGEMENT AND OPERATIONAL SERVICES TO AFFILIATES INCLUDING POLICY SERVICES, CLAIMS MANAGEMENT, MEMBER SERVICES, REINSURANCE NEGOTIATIONS, MARKETING, ACCOUNTING AND FINANCIAL MANAGEMENT, AND...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $37,240,628

Investment Income $534,871

Other Revenue $711,265

TOTAL REVENUE $38,486,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,222,127

Fundraising Expenses $0

Program Expenses $36,919,806

Other Expenses $9,556,102

TOTAL EXPENSES $37,778,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,486,764	$32,774,787	+0.2%
Expenses	$37,778,229	$32,774,787	+0.2%
Net Income	$708,535	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

228

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,034,966

Total Directors

$524,492

Key Employees

$2,094,692

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA DAVIS	CEO, PRESIDENT	5.00	Officer Director	$498,564	$25,928	$524,492
TAMMY WILSON	CHAIR	1.00	Officer Director	$0	$0	$0
ANN MARIE GOTHARD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
AVNISH GUPTA	SECRETARY (TO FEB '24)	1.00	Officer Director	$0	$0	$0
SHAUN POWERS	SECRETARY (FROM FEB '24)	1.00	Officer Director	$0	$0	$0
S ORLENE GRANT	DIRECTOR (FROM FEB '24)	1.00	Director	$0	$0	$0
EDWARD HAIK	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA MARCON	DIRECTOR	1.00	Director	$0	$0	$0
SAM SCHULTZ	DIRECTOR (TO FEB '24)	1.00	Director	$0	$0	$0
MICHAEL SHAVER	DIRECTOR (FROM FEB '24)	1.00	Director	$0	$0	$0
KIM ADAY	CFO & TREASURER (TO JUN '24)	5.00	Officer	$296,737	$29,535	$326,272
CARLOS BALLESTEROS	CFO & TREASURER (FROM JUN '24)	5.00	Officer	$177,433	$6,769	$184,202
CHRIS REED	CHIEF RISK OFFICER & GENERAL COUNSEL	40.00	Key Emp	$372,259	$28,902	$401,161
DAVID GIBSON	CHIEF CLAIMS OFFICER	40.00	Key Emp	$370,114	$15,448	$385,562
DUSTI MCKEOWN	CHIEF UNDERWRITING OFFICER	40.00	Key Emp	$336,846	$29,170	$366,016
JEAN-FRANCOIS ROY	CHIEF INFORMATION OFFICER	40.00	Key Emp	$308,251	$18,041	$326,292
MELISSA DALSKE	CHIEF EXPERIENCE OFFICER	40.00	Key Emp	$293,989	$11,724	$305,713
STARR THOMPSON	CHIEF PEOPLE & ADMINISTRATIVE OFFICER	40.00	Key Emp	$281,545	$28,403	$309,948
KEVIN HUTH	VP OF IT	40.00	Highest	$238,680	$23,584	$262,264
MELISSA YARNELL	SENIOR MANAGER, DATA AND ANALYTICS	40.00	Highest	$235,569	$11,318	$246,887
LINDA BROBECK	CHIEF ACTUARY	40.00	Highest	$226,749	$9,696	$236,445
KERI PETERSON	VP OF CLAIMS	40.00	Highest	$215,890	$23,387	$239,277
BRIDGET NATHAN	VP OF CLAIMS	40.00	Highest	$215,228	$22,433	$237,661

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$38,486,764	$37,778,229	$250,802,939	$708,535
2023	$32,774,787	$32,774,787	$225,476,156	No data
2022	$28,298,931	$28,298,931	$181,240,220	No data
2021	$23,122,864	$23,122,864	$146,353,326	No data
2020	$19,742,893	$19,742,893	$127,727,627	No data
2019	$17,561,953	$17,561,953	$109,510,190	No data
2018	$16,384,337	$16,384,337	$96,943,608	No data