NORTH CAROLINA INSURANCE GUARANTY ASSOCI

EIN: 237355707

RALEIGH, NC

Total Revenue
$15,993,250
Total Expenses
$24,259,876
Total Assets
$123,336,163
Net Assets
$123,336,163
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
NC
Principal Officer
EDITH DAVIS
Phone
9197839790
Tax Period
2024-01-01 to 2024-12-31

NORTH CAROLINA INSURANCE GUARANTY ASSOCI, founded in 1971, is a mid-sized nonprofit that reported $16.0M in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $24.3M exceeded revenue, resulting in a 52% operating deficit.

Mission

THE PURPOSE OF THE NORTH CAROLINA INSURANCE GUARANTY ASSOCIATION IS TO PROVIDE A MECHANISM FOR THE PAYMENT OF COVERED CLAIMS UNDER CERTAIN INSURANCE POLICIES, TO AVOID EXCESSIVE DELAY IN PAYMENT, AND TO AVOID FINANCIAL LOSS TO CLAIMANTS OF POLICYHOLDERS BECAUSE OF THE INSOLVENCY OF AN INSURER, TO ASSIST IN THE DETECTION AND PREVENTION OF INSURER INSOLVENCIES, AND TO PROVIDE AN ASSOCIATION TO ASSESS THE LOSS OF SUCH PROTECTION AMONG INSURERS.

Program Service Accomplishments

Program 1

PER NORTH CAROLINA GENERAL STATUTES OF CHAPTER 58, ARTICLE 36, ONE OF THE NORTH CAROLINA INSURANCE GUARANTY ASSOCIATION'S RESPONSIBILITIES IS TO PROVIDE A "MECHANISM FOR THE PAYMENT OF COVERED CLAIMS...

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PER NORTH CAROLINA GENERAL STATUTES OF CHAPTER 58, ARTICLE 36, ONE OF THE NORTH CAROLINA INSURANCE GUARANTY ASSOCIATION'S RESPONSIBILITIES IS TO PROVIDE A "MECHANISM FOR THE PAYMENT OF COVERED CLAIMS UNDER CERTAIN INSURANCE POLICIES". FUNDS FOR THE PAYMENT OF COVERED CLAIMS ARE RECEIVED FROM THE FOLLOWING SOURCES:1) THE NORTH CAROLINA DEPARTMENT OF INSURANCE NOTIFIES THE GUARANTY ASSOCIATION WHEN A COURT OF COMPETENT JURISDICTION DECLARES AN INSURANCE COMPANY INSOLVENT. AFTER THE NOTIFICATION, THE GUARANTY MANAGEMENT STAFF MAKES A FORMAL REQUEST FOR THE INSOLVENT INSURANCE COMPANY'S SECURITY DEPOSIT (ALL LICENSED INSURANCE COMPANIES IN NORTH CAROLINA ARE REQUIRED TO MAKE A SECURITY DEPOSIT PAYMENT TO THE DEPARTMENT OF INSURANCE). THIS SECURITY DEPOSIT WILL BE USED TO PAY THE INSOLVENT COMPANY'S UNPAID CLAIMS AND UNEARNED PREMIUMS.2) THE GUARANTY ASSOCIATION MAY ALSO RECEIVE PROCEEDS FROM THE INSOLVENT COMPANY'S LIQUIDATOR. THE GUARANTY ASSOCIATION DOES NOT HAVE ADVANCE NOTICE OF WHEN LIQUIDATOR FUNDS WILL BE REMITTED. THE LIQUIDATOR PROCEEDS ARE ALSO USED TO MAKE UNPAID CLAIM AND UNEARNED PREMIUM PAYMENTS. THE LIQUIDATORS ALSO TRANSFER CLAIM DATA TO THE GUARANTY ASSOCIATION.THE GUARANTY ASSOCIATION'S CLAIMS STAFF IS RESPONSIBLE FOR REVIEWING CLAIM DETAIL AND ENSURING IT MEETS REQUIREMENTS TO BE PROCESSED. ONCE THE CLAIMS ADJUSTERS DETERMINE THE REQUIREMENTS HAVE BEEN MET, THE CLAIMS ADJUSTERS WILL ACTIVATE THE CLAIM FILE AND BEGIN TO PROCESS CLAIM UNPAID CLAIMS AND UNEARNED PREMIUMS PAYMENTS. AS OF THE END OF CALENDAR YEAR 2024, THERE WERE 44 INSOLVENCIES WITH A TOTAL OF 249 OPEN CLAIMS. A TOTAL OF 8,225 CLAIMS HAVE BEEN CLOSED. TOTAL CLAIMS EXPENSE AND PREMIUM REFUND EXPENSES TOTALED $5,975,951 AND $9,528, RESPECTIVELY.

Program 2

ASSESS MEMBER COMPANIES FOR AMOUNTS NECESSARY TO PAY EXPENSES OF HANDLING COVERED CLAIMS; REFUND MEMBER COMPANIES EXCESS AMOUNTS PREVIOUSLY ASSESSED.PER NORTH CAROLINA GENERAL STATUTES OF CHAPTER 58...

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ASSESS MEMBER COMPANIES FOR AMOUNTS NECESSARY TO PAY EXPENSES OF HANDLING COVERED CLAIMS; REFUND MEMBER COMPANIES EXCESS AMOUNTS PREVIOUSLY ASSESSED.PER NORTH CAROLINA GENERAL STATUTES OF CHAPTER 58, ARTICLE 36, ONE OF THE NORTH CAROLINA INSURANCE GUARANTY ASSOCIATION'S RESPONSIBILITIES IS TO PROVIDE A "AN ASSOCIATION TO ASSESS THE LOSS OF (INSURER INSOLVENCIES) AMONG INSURERS". TO ACCOMPLISH THIS, THE GOVERNING BOARD WILL REVIEW OPERATING EXPENSES AND COVERED CLAIMS COSTS TO DETERMINE IF A NEW ASSESSMENT IS NECESSARY TO COVER EXPENSES, OR IF A REFUND OF A PRIOR ASSESSMENT IS PERMISSIBLE. ANY ASSESSMENTS ARE BORNE BY THE GUARANTY ASSOCIATION'S MEMBER INSURANCE COMPANIES IN PROPORTION TO NET DIRECT WRITTEN PREMIUMS.DURING CALENDAR YEAR 2024, THE GUARANTY ASSOCIATION'S BOARD OF DIRECTORS ASSESSED MEMBER INSURERS $9,800,000 AND APPROVED REFUNDS OF $13,237,716.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $13,319,738
Investment Income $2,673,512
Other Revenue $0
TOTAL REVENUE $15,993,250

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,635,903
Fundraising Expenses $0
Other Expenses $20,623,973
TOTAL EXPENSES $24,259,876

Year-over-Year Comparison

2024 2023 Change
Revenue $15,993,250 $31,484,715 -0.5%
Expenses $24,259,876 $16,499,358 +0.5%
Net Income $-8,266,626 $14,985,357 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
11
Volunteers
7

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
2
$758,700
Total Directors
0
$0
Key Employees
1
$321,134
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOANNA BILIOURIS GENERAL MANAGER 7.50
Officer
$0 $36,409 $384,443
EDITH DAVIS CHIEF FINANCIAL OFFICER 12.38
Officer
$0 $101,600 $374,257
DONNA KALLIANOS CHIEF OPERATING OFFICER 36.00
Key Emp
$230,997 $90,137 $321,134
TAMMY CHOBOY TECHNICAL & ADMINISTRATIVE MANAGER 37.50
Highest
$138,969 $42,927 $181,896
KIM POWELL CLAIMS MANAGER 37.50
Highest
$135,283 $65,753 $201,036
KATHLYN GORMAN LITIGATION MANAGER 37.50
Highest
$115,573 $21,500 $137,073
ROBIN WOODARD MULTI-LINE CLAIMS COORDINATOR 37.50
Highest
$112,217 $16,211 $128,428
N/A BOARD CHAIRMAN 1.00
$0 $0 $0
N/A VICE CHAIRMAN 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR (INCOMING 2024) 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
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 $15,993,250 $24,259,876 $123,336,163 $-8,266,626
2023 $31,484,715 $16,499,358 $131,600,660 $14,985,357
2022 $25,291,670 $29,171,088 $116,615,303 $-3,879,418
2021 $22,094,183 $12,411,907 $120,494,721 $9,682,276
2020 $27,957,673 $19,370,315 $110,812,445 $8,587,358
2019 $18,890,891 $21,331,434 $102,225,087 $-2,440,543
2018 $45,498,675 $16,710,283 $104,665,630 $28,788,392
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