Civic Intelligence

Gama International

990 • Fiscal year 2014 • EIN 01-0792334

Jun 01, 2013 to May 31, 2014 • Filed on Oct 06, 2014

Organization ProfileWWW.GAMAWEB.COM

View Organization Page

2901 Telestar Court No 140Washington, DC 22042

(571) 499-4300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.40x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.30x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Net Margin

71st percentile

9.7%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$371,452

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2014

Asset Growth

93rd percentile

32%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

22%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$5,098,381

Up $1,228,395 (+32%) from 2013

Net Assets

Up

$3,053,728

Up $662,612 (+28%) from 2013

Liabilities

Up

$2,044,653

Up $565,783 (+38%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin71st percentile

Revenue

Up

$6,837,224

Up $1,221,505 (+22%) from 2013

Expenses

Up

$6,174,612

Up $1,338,540 (+28%) from 2013

Net Income

Down

$662,612

Down $117,035 (-15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $2,666,148Liabilities 2012: $1,054,679Net Assets 2012: $1,611,4692012Assets 2013: $3,869,986Liabilities 2013: $1,478,870Net Assets 2013: $2,391,1162013Assets 2014: $5,098,381Liabilities 2014: $2,044,653Net Assets 2014: $3,053,7282014Assets 2015: $5,676,266Liabilities 2015: $2,113,448Net Assets 2015: $3,562,8182015Assets 2016: $5,151,363Liabilities 2016: $2,007,703Net Assets 2016: $3,143,6602016Assets 2017: $4,258,739Liabilities 2017: $2,132,638Net Assets 2017: $2,126,1012017Assets 2018: $3,950,714Liabilities 2018: $2,007,953Net Assets 2018: $1,942,7612018Assets 2019: $3,802,032Liabilities 2019: $1,636,170Net Assets 2019: $2,165,8622019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$5,098,381
Liabilities$2,044,653
Net Assets$3,053,728
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $4,723,4752012Revenue 2013: $5,615,719Expenses 2013: $4,836,072Net Income 2013: $779,6472013Revenue 2014: $6,837,224Expenses 2014: $6,174,612Net Income 2014: $662,6122014Revenue 2015: $6,404,307Expenses 2015: $5,898,907Net Income 2015: $505,4002015Revenue 2016: $6,985,397Expenses 2016: $7,080,717Net Income 2016: -$95,3202016Revenue 2017: $5,188,810Expenses 2017: $5,269,776Net Income 2017: -$80,9662017Revenue 2018: $5,877,725Expenses 2018: $5,796,593Net Income 2018: $81,1322018Revenue 2019: $5,838,159Expenses 2019: $5,861,717Net Income 2019: -$23,5582019Revenue 2020: $2,680,391Expenses 2020: $3,227,976Net Income 2020: -$547,5852020

Highlighted filing

2014

Revenue$6,837,224
Expenses$6,174,612
Net Income$662,612
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 6, 2014
Return Version
2013v3.0
Gross Receipts
$6,837,224
Mission and Program Overview

Mission

To provide world-class education and training resources for individuals, companies and organizations involved with the recruitment and development of field managers, representatives and staff in the life insurance and financial services industry; and to be advocates of the value-added role of field management and representatives in the ethical distribution of life insurance and financial products and services.

To provide world-class education and training resources for those in the financial services industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,715,966$3,012,369▲ $296,403
Savings and Temporary Cash Investments$780,012$1,280,090▲ $500,078
Prepaid Expenses and Deferred Charges$109,703$463,234▲ $353,531
Accounts Receivable$75,035$222,163▲ $147,128
Land, Buildings, and Equipment, Net$168,723$89,978▼ $78,745
Total Assets$3,869,986$5,098,381▲ $1,228,395
Other Assets Total$20,547$30,547▲ $10,000
Liabilities
Deferred Revenue$1,141,642$1,707,383▲ $565,741
Accounts Payable and Accrued Expenses$279,858$302,117▲ $22,259
Other Liabilities$57,370$35,153▼ $22,217
Total Liabilities$1,478,870$2,044,653▲ $565,783
Net Assets / Fund Balance
Unrestricted Net Assets$2,391,116$3,053,728▲ $662,612
Total Net Assets Fund Balance$2,391,116$3,053,728▲ $662,612
Total Liabilities and Net Assets / Fund Balance$3,869,986$5,098,381▲ $1,228,395

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$58,581$458,759$517,340
Leasehold Improvements$20,334$80,514$100,848
Buildings$0$96,613$96,613
Other Land Buildings$11,063$52,720$63,783
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey HughesChief Executive OfficerFT$282,783$88,669$371,452
Bonnie GodsmanVice Presiden Business DevFT$143,137$87,261$230,398
Debra GrommonsSr. Director for Professional DevelopmentFT$145,468$23,674$169,142
Debra GrommonsSr. Director for Professional Develo-$131,968$37,174$169,142
Stacey PerrySr Director Meetings and OperationsFT$120,121$8,034$128,155
Betty PattisonSr. Director of FinancePT$110,395$11,000$121,395
Conkling BuckleyFormer MemberPT$44,750-$44,750

Board Members and Trustees

NameTitle
Luis G ChiappyImmediate Past President
Howard J EliasPast President
Daralee S BarberaPresident
Robert FashanoPresident Elect
David E AyresMember
Keith RyniakMember
Larry ReelitzMember
Lily FongMember
Mark BonnettMember
Michael D BeckerMember
Richard T ClearyMember
Timothy P MurrayMember
Wanda WitherspoonMember
William David KeltnerMember
Timothy P SchmidtSecretary
William PollakovTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Directions INCAudio Visual Services-$580,305
Gaylord OprylandHotel & Convention Services-$562,352
ErgProfessional Development Support-$134,593
MciSupport International Presence In Asia T-$123,034
YgsPrinting Services-$111,264
Revenue and Support

Revenue Composition

Contributions and Grants
$395,096
Program Service Revenue
$6,063,831
Investment Income
$874
Other Revenue
$377,423
All Other Contributions
$395,096
Change in Net Assets
$662,612

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,837,224
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,837,224
Total Revenue per Form 990
$6,837,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,780,479
Salaries, Compensation, and Employee Benefits$2,394,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$1,546,411
Other Salaries and Wages---$1,260,639
Current Officers, Directors, Trustees, and Key Employees---$823,095
Travel---$456,684
Office Expenses---$452,855
Fees for Services Other---$277,445
Royalties---$211,025
Occupancy---$150,271
Advertising---$142,835
Payroll Taxes---$142,259
Fees for Services Management---$123,034
Other Employee Benefits---$115,377
Depreciation Depletion---$99,255
Pension Plan Contributions---$52,763
Information Technology---$33,683
Insurance---$28,206
Fees for Services Legal---$24,075
Fees for Services Accounting---$23,687
All Other Expenses---$20,384
Other Expenses---$3,650
Interest---$772
Total Functional Expenses$0$0$0$6,174,612

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,174,612
Total Expenses per Audited Statements$6,174,612
Total Expenses per Form 990$6,174,612
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$123,034

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia & the PacificSupport International Presence in Asia to Grow Professional Financial Services Industry Leaders-00$123,034
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Conkling BuckleyFormer Board MemberConsulting Fee Related to Professional DevelopmentNo$44,750
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$23,363
Capital Lease$11,790
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee consists of the board's elected officers: president, president-elect, vice president, immediate past president, secretary, treasurer, and chair-elect of gama foundation and chief executive officer. The executive committee has the authority of the full board between meetings. Finance committee consists of members of the governing body and is responsible for reviewing management's proposed operating budget for the upcoming fiscal year as well as the review of fiscal policies and procedures. The finance committee is also responsible for reviewing the external audit with the auditor and management, reviewing and approving the results of the audit and related reports. The committee reports and makes recommendations to the board of directors.”

Form 990, Part VI, Section A, Line 6

“Affiliate, full membership, emeritis”

Form 990, Part VI, Section A, Line 7A

“Full members have one vote and all board directors are elected at lamp, the annual meeting of the organization.”

Form 990, Part VI, Section B, Line 11

“Form 990 will be prepared by an independent accounting firm and reviewed by management and filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Annually each board member is required to sign a conflict of interest statement. Prior to each board meeting an announcement is made regarding conflicts of interest. If an actual conflict of interest situation comes up the executive committee of the board of directors would take any required action.”

Form 990, Part VI, Section B, Line 15

“The ceo's performance is reviewed annually by the board of directors' treasurer, president and past-president and any adjustments to compensation is done after the review. The entire executive committee is also asked to complete a written review of the ceo annually. Compensation surveys are reviewed for comparability of data. The ceo determines compensation of other officers or key employees of the organization. This process was last completed in 2013.”

Form 990, Part VI, Section C, Line 19

“Financial statements are made available to the public upon request. The organization's governing documents and conflict of interest policy are not made available to the public.”

Filing and Contact Details

Filer

EIN
01-0792334
Phone
5714994300

Signing Officer

Name
Jeffrey Hughes
Title
Chief Executive Officer
Phone
5714994300
Signed
2014-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie Godsman
Formed
1950
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
16
Employees
24
Volunteers
80

Preparer

Preparer
David Trimner
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“Expanded international conference activity.”

Financial Statement Notes

PART X, LINE 2:

“The organization's income tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The tax returns for the fiscal years ended 2011 through 2013 are open to examination by federal and state authorities.”

Raw XML AppendixShowing 400 of 635 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM DAVID KELTNER
IRS990/Form990PartVIISectionAGrp/PersonNm11TIMOTHY P MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm12KEITH RYNIAK
IRS990/Form990PartVIISectionAGrp/PersonNm13WANDA WITHERSPOON
IRS990/Form990PartVIISectionAGrp/PersonNm14LARRY REELITZ
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFFREY HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm16LUIS G CHIAPPY
IRS990/Form990PartVIISectionAGrp/PersonNm17BETTY PATTISON
IRS990/Form990PartVIISectionAGrp/PersonNm18BONNIE GODSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19DEBRA GROMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm20STACEY PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm21CONKLING BUCKLEY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15327950
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17110395
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18212864
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19145468
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20120121
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2144750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17SR. DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDEN BUSINESS DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt19SR. DIRECTOR FOR PROFESSIONAL DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20SR DIRECTOR MEETINGS AND OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt21FORMER MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06837224
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt033683
IRS990/InsuranceGrp/TotalAmt028206
IRS990/InterestGrp/TotalAmt0772
IRS990/InvestmentIncomeGrp/ExclusionAmt0874
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0874
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0688606
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0168723
IRS990/LandBldgEquipBasisNetGrp/EOYAmt089978
IRS990/LandBldgEquipCostOrOtherBssAmt0778584
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE WORLD-CLASS EDUCATION AND TRAINING RESOURCES FOR INDIVIDUALS, COMPANIES AND ORGANIZATIONS INVOLVED WITH THE RECRUITMENT AND DEVELOPMENT OF FIELD MANAGERS, REPRESENTATIVES AND STAFF IN THE LIFE INSURANCE AND FINANCIAL SERVICES INDUSTRY; AND TO BE ADVOCATES OF THE VALUE-ADDED ROLE OF FIELD MANAGEMENT AND REPRESENTATIVES IN THE ETHICAL DISTRIBUTION OF LIFE INSURANCE AND FINANCIAL PRODUCTS AND SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02391116
IRS990/NetAssetsOrFundBalancesEOYAmt03053728
IRS990/NetUnrelatedBusTxblIncmAmt0-20768
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt0150271
IRS990/OfficeExpensesGrp/TotalAmt0452855
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020547
IRS990/OtherAssetsTotalGrp/EOYAmt030547
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0115377
IRS990/OtherExpensesGrp/Desc0PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/TotalAmt0107417
IRS990/OtherExpensesGrp/TotalAmt178790
IRS990/OtherExpensesGrp/TotalAmt23650
IRS990/OtherLiabilitiesGrp/BOYAmt057370
IRS990/OtherLiabilitiesGrp/EOYAmt035153
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt081317
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0296106
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0296106
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt181317
IRS990/OtherRevenueTotalAmt0377423
IRS990/OtherSalariesAndWagesGrp/TotalAmt01260639
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0142259
IRS990/PensionPlanContributionsGrp/TotalAmt052763
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0109703
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0463234
IRS990/PrincipalOfficerNm0BONNIE GODSMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4541800
IRS990/ProgramServiceRevenueGrp/Desc0LAMP
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2PROFESSIONAL DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc3PRODUCT SALES
IRS990/ProgramServiceRevenueGrp/Desc4PUBLICATION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt02373807
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02315984
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1829187
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2364339
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02373807
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12315984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2829187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3364339
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4180514
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0179471
IRS990/ProgSrvcAccomActy2Grp/Desc0MEMBERSHIP AND AWARDS - ALLOWS INDIVIDUALS TO BE PART OF A PROFESSIONAL DEVELOPMENT ORGANIZATION AND GAIN ACCESS TO PD MATERIALS, BOTH WEB-BASED AND WRITTEN. ALSO PROVIDES WORLD-WIDE RECOGNITION OF MEETING FINANCIAL MILESTONES WITHIN THE INDUSTRY.
IRS990/ProgSrvcAccomActy3Grp/Desc0PROFESSIONAL DEVELOPMENT SERVICES - MAKES AVAILABLE NUMEROUS PRODUCTS AND PUBLICATIONS THAT ARE CREATED SPECIFICALLY TO FURTHER THE PROFESSIONAL DEVELOPMENT OF FIELD LEADERS IN THE INSURANCE, INVESTMENT, AND FINANCIAL SERVICES INDUSTRIES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GAMA INTERNATIONAL JOURNAL - PROVIDES MEMBERS PRACTICAL, APPLICATION-ORIENTED ARTICLES ON TOPICS SUCH AS RECRUITING, SELECTION, LEADERSHIP AND RETENTION. JOURNAL INCLUDES "HOW-TO'S" FROM INDIVIDUALS WITHIN THE INDUSTRY WILLING TO SHARE THEIR FORMULAS FOR SUCCESS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt020000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt078
IRS990/PYOtherExpensesAmt02768471
IRS990/PYOtherRevenueAmt0286233
IRS990/PYProgramServiceRevenueAmt05309408
IRS990/PYRevenuesLessExpensesAmt0779647
IRS990/PYSalariesCompEmpBnftPaidAmt02067601
IRS990/PYTotalExpensesAmt04836072
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05615719
IRS990/ReconcilationRevenueExpnssAmt0662612
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/TotalAmt0211025
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0780012
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01280090

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,098,381
Liabilities
$2,044,653
Net assets
$3,053,728
Revenue
$6,837,224
Expenses
$6,174,612
Net income
$662,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$2.68$3.23$0.55
2019Detailed filing. Detailed filing data is available for this year.$3.80$1.64$2.17$5.84$5.86$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.95$2.01$1.94$5.88$5.80$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$2.13$2.13$5.19$5.27$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.15$2.01$3.14$6.99$7.08$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.68$2.11$3.56$6.40$5.90$0.51
2014Detailed filing. Detailed filing data is available for this year.$5.10$2.04$3.05$6.84$6.17$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$1.48$2.39$5.62$4.84$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$1.05$1.61$4.72