Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
10th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 22.1% of source-year revenue.
Asset Growth
1st percentile
Faster asset growth than 1% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
Assets
Down$0
Down $3,802,032 (-100%) from 2019
Net Assets
Down$0
Down $2,165,862 (-100%) from 2019
Liabilities
Down$0
Down $1,636,170 (-100%) from 2019
Revenue
Down$2,680,391
Down $3,157,768 (-54%) from 2019
Expenses
Down$3,227,976
Down $2,633,741 (-45%) from 2019
Net Income
Down-$547,585
Down $524,027 (-2224%) from 2019
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $2,538,572 | $0 | ▼ $2,538,572 |
| Land, Buildings, and Equipment, Net | $445,018 | $0 | ▼ $445,018 |
| Cash and Non-Interest-Bearing Accounts | $295,718 | $0 | ▼ $295,718 |
| Prepaid Expenses and Deferred Charges | $223,523 | $0 | ▼ $223,523 |
| Accounts Receivable | $92,781 | $0 | ▼ $92,781 |
| Savings and Temporary Cash Investments | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $3,802,032 | $0 | ▼ $3,802,032 |
| Other Assets Total | $206,420 | $0 | ▼ $206,420 |
| Liabilities | |||
| Deferred Revenue | $684,135 | $0 | ▼ $684,135 |
| Other Liabilities | $565,767 | $0 | ▼ $565,767 |
| Accounts Payable and Accrued Expenses | $374,469 | $0 | ▼ $374,469 |
| Escrow Account Liability | $11,799 | $0 | ▼ $11,799 |
| Total Liabilities | $1,636,170 | $0 | ▼ $1,636,170 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $2,165,862 | $0 | ▼ $2,165,862 |
| Total Net Assets Fund Balance | $2,165,862 | $0 | ▼ $2,165,862 |
| Total Liabilities and Net Assets / Fund Balance | $3,802,032 | $0 | ▼ $3,802,032 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Bonnie Godsman | Chief Executive Officer | FT | $453,213 | $140,281 | $593,494 |
| Debra Grommons | Gama Foundation CEO | FT | $114,636 | $3,574 | $118,210 |
| Phillip Reid | CFO | FT | $45,875 | $1,667 | $47,542 |
| Name | Title |
|---|---|
| Edward G Deutschlander | Gama Foundation Chair |
| J Christopher Noonan | Immediate Past President |
| Frank T Scalese | President |
| Kelly G Kidwell | President-elect |
| Richard P Dodd | Vice President |
| Aamir Chalisa | Member |
| Curtis a Benton | Member |
| David C Porter | Member |
| John R Hoffman | Member |
| Joseph a Gergely | Member |
| Kristi R Acree | Member |
| Mark Miletello | Member |
| Misty Weltzien | Member |
| Robert B Fakhimi | Member |
| Tammy Butts | Member |
| Michelle R Hubert | Secretary |
| Robert Baccigalupi | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Cliftonlarsonallen LLP | Accounting Services | 220 S 6TH ST SUITE 300, Minneapolis, MN 55402 | $170,817 |
| Velocis Moore Fairview LP | Investment Services | 300 CRESCENT COURT SUITE 850, Dallas, TX 75201 | $156,613 |
| Venable LLP | Legal Services | PO BOX 62727, Baltimore, MD 21264 | $134,336 |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,249,999 |
| Salaries, Compensation, and Employee Benefits | $977,977 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | - | - | - | $1,243,886 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $499,088 |
| Other Salaries and Wages | - | - | - | $371,659 |
| Fees for Services Accounting | - | - | - | $205,578 |
| Royalties | - | - | - | $163,176 |
| Fees for Services Legal | - | - | - | $132,974 |
| Occupancy | - | - | - | $130,160 |
| Office Expenses | - | - | - | $79,188 |
| Travel | - | - | - | $78,657 |
| Conferences and Meetings | - | - | - | $66,218 |
| Payroll Taxes | - | - | - | $63,796 |
| Depreciation Depletion | - | - | - | $49,859 |
| Pension Plan Contributions | - | - | - | $23,033 |
| Other Employee Benefits | - | - | - | $20,401 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $13,606 |
| Insurance | - | - | - | $12,663 |
| Other Expenses | - | - | - | $9,655 |
| All Other Expenses | - | - | - | $5,444 |
| Advertising | - | - | - | $862 |
| Information Technology | - | - | - | $516 |
| Interest | - | - | - | $98 |
| Total Functional Expenses | $0 | $0 | $0 | $3,227,976 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“The executive committee consists of the board's elected officers: president, president-elect, vice president, immediate past president, secretary, treasurer, 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 management, reviewing and approving the results of the audit and related reports. The committee reports and makes recommendations to the board of directors.”
“Affiliate, full membership, emeritus.”
“Full members have one vote and all board of directors are elected at lamp, the annual conference of the organization.”
“Form 990 will be prepared by an independent accounting firm and reviewed by management and filed with the irs.”
“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.”
“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.”
“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.”
“Service fees 868,521. Marketing & design 180,800. Conference services 103,577. It consulting 47,610. Other consulting fees 26,853. Training 16,525.”
“Transfer of assets in merger -1,781,434.”
“The organization has an agreement with gama aspro through december 31, 2020 to process payments on their behalf, and retain the funds in a holding account. The organization also has an agreement for a 50% revenue share with gama aspro for certain partners in management growth. The transactions are recorded as agency transactions and excluded from the organization's revenue and expense. The balance of the holding account is paid out at $8,000 per month.”
“See explanation for part iv, line 1b above.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 374469 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 0 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 92781 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE WORLD-CLASS EDUCATION AND TRAINING RESOURCES FOR THOSE IN THE FINANCIAL SERVICES INDUSTRY. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 862 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 5444 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BONNIE GODSMAN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7036419400 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1220 L STREET NW NO 100 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20005 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 295718 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 499088 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 66218 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 170817 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 156613 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 134336 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 220 S 6TH ST SUITE 300 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 300 CRESCENT COURT SUITE 850 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | PO BOX 62727 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | MINNEAPOLIS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | DALLAS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | BALTIMORE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | TX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | MD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 55402 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 75201 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 21264 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | VELOCIS MOORE FAIRVIEW LP |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | VENABLE LLP |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | ACCOUNTING SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | INVESTMENT SERVICES |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | LEGAL SERVICES |
| IRS990/ContractTerminationInd | 0 | X |
| IRS990/CreditCounselingInd | 0 | 1 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 38833 |
| IRS990/CYOtherExpensesAmt | 0 | 2249999 |
| IRS990/CYOtherRevenueAmt | 0 | 157003 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2484555 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -547585 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 977977 |
| IRS990/CYTotalExpensesAmt | 0 | 3227976 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2680391 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 684135 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 49859 |
| IRS990/Desc | 0 | LAMP CONFERENCE - LIVE PROGRAM THAT ALLOWS MEMBERS TO EXCHANGE INFORMATION AND PARTICIPATE IN PROFESSIONAL DEVELOPMENT ACTIVITIES IN A ONE-TO-ONE ENVIRONMENT. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 11799 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 205578 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 132974 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 1243886 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 13606 |
| IRS990/FinalReturnInd | 0 | X |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 26531 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 3574 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 1667 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BONNIE GODSMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DEBRA GROMMONS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PHILLIP REID |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | FRANK T SCALESE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KELLY G KIDWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | RICHARD P DODD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ROBERT BACCIGALUPI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MICHELLE R HUBERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | J CHRISTOPHER NOONAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | EDWARD G DEUTSCHLANDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KRISTI R ACREE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | CURTIS A BENTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | TAMMY BUTTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | AAMIR CHALISA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | ROBERT B FAKHIMI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | JOSEPH A GERGELY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | JOHN R HOFFMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | MARK MILETELLO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | DAVID C PORTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | MISTY WELTZIEN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 566963 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 114636 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 45875 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHIEF EXECUTIVE OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | GAMA FOUNDATION CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CFO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | PRESIDENT-ELECT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | IMMEDIATE PAST PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | GAMA FOUNDATION CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | MEMBER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1950 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | -8028 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 23917 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 18 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 914184 |
| IRS990/GrossReceiptsAmt | 0 | 3578686 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 17 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 516 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 12663 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 98 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 22944 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 22944 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2538572 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 19 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 445018 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | VA |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 8028 |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 890267 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2165862 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 15889 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 15889 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 134432 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 2165862 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 130160 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 79188 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 206420 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -1781434 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 20401 |
| IRS990/OtherExpensesGrp/Desc | 0 | AWARDS & GIFTS |
| IRS990/OtherExpensesGrp/Desc | 1 | BAD DEBT EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | DUES & SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/Desc | 3 | WRITE-OFF |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 23606 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 18798 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 15055 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 9655 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 565767 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 531120 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 2 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | SUBLEASE INCOME |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | CREDIT CARD SETTLEMENT |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 152016 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 1 | 3987 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 2 | 1000 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 152016 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 3987 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 1000 |
| IRS990/OtherRevenueTotalAmt | 0 | 157003 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 371659 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 63796 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 23033 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 223523 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | BONNIE GODSMAN |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 28725 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | SERVICE FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | AWARDS |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | PRODUCT SALES & LICENS |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | CONFERENCE REGISTRATIO |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 920650 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 780872 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 484483 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 247665 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 50885 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 920650 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 780872 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 484483 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 247665 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 50885 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | MEMBERSHIP AND AWARDS - ALLOWS INDIVIDUALS TO BE A PART OF A PROFESSIONAL DEVELOPMENT ORGANIZATION AND GAIN ACCESS TO PROFESSIONAL DEVELOPMENT MATERIALS, BOTH WEB-BASED AND WRITTEN. ALSO PROVIDES WORLD-WIDE RECOGNITION OF MEETING FINANCIAL MILESTONES WITHIN THE INDUSTRY. |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | PROFESSIONAL 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/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 20050 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 184150 |
| IRS990/PYOtherExpensesAmt | 0 | 3960832 |
| IRS990/PYOtherRevenueAmt | 0 | 165360 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 5468599 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -23558 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1900885 |
| IRS990/PYTotalExpensesAmt | 0 | 5861717 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 5838159 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -547585 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
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