Civic Intelligence

Alliance of Transylvanian Saxons

EIN 34-0138510 • 501(c)8 • Cleveland, OH

View Organization Page

Profile

To unite persons of Transylvanian and German descent and others who agree to support and promote the preservation of the Saxon culture and traditions in an organization that provides financial security to it's members through the sale of life insurance and annuities.

5323 Pearl RoadCleveland, OH 44129

www.atsaxons.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.85x

Higher debt load relative to assets than 89% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

11.97x

Higher debt load relative to revenue than 95% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

27th percentile

-1.5%

Higher net margin than 27% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$95,818

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

27th percentile

0.0%

Faster asset growth than 27% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-12%

Faster revenue growth than 15% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$97,488,071

Up $14,307 (+0.0%) from 2023

Liabilities

Down

$82,569,294

Down $173,850 (-0.2%) from 2023

Net Assets

Up

$14,918,777

Up $188,157 (+1.3%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin27th percentile

Revenue

Down

$6,900,336

Down $937,170 (-12%) from 2023

Expenses

Down

$7,003,144

Down $617,999 (-8.1%) from 2023

Net Income

Down

-$102,808

Down $319,171 (-148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $72,184,230Liabilities 2010: $66,738,036Net Assets 2010: $5,446,1942010Assets 2011: $74,887,825Liabilities 2011: $68,954,932Net Assets 2011: $5,932,8932011Assets 2012: $77,909,529Liabilities 2012: $71,643,149Net Assets 2012: $6,266,3802012Assets 2013: $80,390,146Liabilities 2013: $73,029,085Net Assets 2013: $7,361,0612013Assets 2014: $82,538,302Liabilities 2014: $74,448,571Net Assets 2014: $8,089,7312014Assets 2015: $85,547,627Liabilities 2015: $76,887,924Net Assets 2015: $8,659,7032015Assets 2016: $87,313,180Liabilities 2016: $77,793,755Net Assets 2016: $9,519,4252016Assets 2017: $89,313,861Liabilities 2017: $79,082,996Net Assets 2017: $10,230,8652017Assets 2018: $93,210,585Liabilities 2018: $81,831,835Net Assets 2018: $11,378,7502018Assets 2019: $94,283,949Liabilities 2019: $81,839,682Net Assets 2019: $12,444,2672019Assets 2020: $98,107,283Liabilities 2020: $85,142,188Net Assets 2020: $12,965,0952020Assets 2021: $101,451,991Liabilities 2021: $87,739,563Net Assets 2021: $13,712,4282021Assets 2022: $101,858,342Liabilities 2022: $87,464,719Net Assets 2022: $14,393,6232022Assets 2023: $97,473,764Liabilities 2023: $82,743,144Net Assets 2023: $14,730,6202023Assets 2024: $97,488,071Liabilities 2024: $82,569,294Net Assets 2024: $14,918,7772024

Highlighted filing

2024

Assets$97,488,071
Liabilities$82,569,294
Net Assets$14,918,777
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $6,412,6422010Expenses 2011: $5,995,2152011Expenses 2012: $6,622,0882012Revenue 2013: $6,839,664Expenses 2013: $6,161,511Net Income 2013: $678,1532013Revenue 2014: $6,490,883Expenses 2014: $5,731,146Net Income 2014: $759,7372014Revenue 2015: $7,273,251Expenses 2015: $6,647,839Net Income 2015: $625,4122015Revenue 2016: $7,134,985Expenses 2016: $6,436,446Net Income 2016: $698,5392016Revenue 2017: $7,190,999Expenses 2017: $6,527,576Net Income 2017: $663,4232017Revenue 2018: $8,348,876Expenses 2018: $7,295,878Net Income 2018: $1,052,9982018Revenue 2019: $6,742,357Expenses 2019: $5,756,435Net Income 2019: $985,9222019Revenue 2020: $9,163,595Expenses 2020: $8,567,995Net Income 2020: $595,6002020Revenue 2021: $9,280,239Expenses 2021: $8,553,082Net Income 2021: $727,1572021Revenue 2022: $7,891,278Expenses 2022: $7,096,447Net Income 2022: $794,8312022Revenue 2023: $7,837,506Expenses 2023: $7,621,143Net Income 2023: $216,3632023Revenue 2024: $6,900,336Expenses 2024: $7,003,144Net Income 2024: -$102,8082024

Highlighted filing

2024

Revenue$6,900,336
Expenses$7,003,144
Net Income-$102,808
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,488,071
Liabilities
$82,569,294
Net assets
$14,918,777
Revenue
$6,900,336
Expenses
$7,003,144
Net income
-$102,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$97.5$82.6$14.9$6.90$7.00$0.10
2023Detailed filing. Detailed filing data is available for this year.$97.5$82.7$14.7$7.84$7.62$0.22
2022Detailed filing. Detailed filing data is available for this year.$102$87.5$14.4$7.89$7.10$0.79
2021Detailed filing. Detailed filing data is available for this year.$101$87.7$13.7$9.28$8.55$0.73
2020Detailed filing. Detailed filing data is available for this year.$98.1$85.1$13.0$9.16$8.57$0.60
2019Detailed filing. Detailed filing data is available for this year.$94.3$81.8$12.4$6.74$5.76$0.99
2018Detailed filing. Detailed filing data is available for this year.$93.2$81.8$11.4$8.35$7.30$1.05
2017Detailed filing. Detailed filing data is available for this year.$89.3$79.1$10.2$7.19$6.53$0.66
2016Detailed filing. Detailed filing data is available for this year.$87.3$77.8$9.52$7.13$6.44$0.70
2015Detailed filing. Detailed filing data is available for this year.$85.5$76.9$8.66$7.27$6.65$0.63
2014Detailed filing. Detailed filing data is available for this year.$82.5$74.4$8.09$6.49$5.73$0.76
2013Detailed filing. Detailed filing data is available for this year.$80.4$73.0$7.36$6.84$6.16$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.9$71.6$6.27$6.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.9$69.0$5.93$6.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.2$66.7$5.45$6.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 1, 2025
Return Version
2024v5.2
Gross Receipts
$6,900,336
Mission and Program Overview

Mission

To unite persons of Transylvanian Saxon and German descent and others who agree to support the preservation of the Saxon culture and traditions in an organization that promotes financial security and promotes the Saxon culture.

To unite persons of Transylvanian Saxon and German descent and others who agree to support and promote the preservation of the Saxon culture and traditions in an organization that provides financial security to it's members through the sale of life insurance and annuities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$90,632,916$90,057,367▼ $575,549
Rtn Earn Endowment Incm Other Fnds$14,730,620$14,918,777▲ $188,157
Investments Other Securities$3,169,990$3,169,990→ $0
Cash and Non-Interest-Bearing Accounts$1,805,939$2,407,797▲ $601,858
Land, Buildings, and Equipment, Net$425,264$420,607▼ $4,657
Other Notes and Loans Receivable, Net$234,944$220,401▼ $14,543
Total Assets$97,473,764$97,488,071▲ $14,307
Other Assets Total$1,204,711$1,211,909▲ $7,198
Liabilities
Other Liabilities$82,699,308$82,540,994▼ $158,314
Accounts Payable and Accrued Expenses$43,836$28,300▼ $15,536
Total Liabilities$82,743,144$82,569,294▼ $173,850
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,730,620$14,918,777▲ $188,157
Total Liabilities and Net Assets / Fund Balance$97,473,764$97,488,071▲ $14,307

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$308,336$35,039$343,375
Land$102,500-$102,500
Equipment$9,771$21,183$30,954
Other Land Buildings$0--
Leasehold Improvements$0--
Other Assets Org$9,409--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024----$0
2023----$0
2022----$0
2021----$0
2020----$0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise A CrawfordPresidentFT$95,818-$95,818
Lisa DeatonOffice ManagerFT$68,500-$68,500
Monica F GillesPast SecretaryFT$31,810-$31,810
Monica F Gilles Past SecretaryMonica F Gilles, Past Secretary--$31,810$31,810
Randall B Floyd2nd VP-$6,933-$6,933
Michael Teutsch JrTreasurer-$3,901-$3,901
Margarete I ZieglerTrustee-$3,803-$3,803
Ingrid E Weihs-FergusonTrustee-$3,543-$3,543
Barbara A SpackTrustee-$3,438-$3,438
Michael Bachinger3rd VP-$3,181-$3,181
Monica M Weber1st VP-$2,978-$2,978
Debbie K FergusonTrustee-$1,613-$1,613
Jacob F SporTrustee-$1,221-$1,221
Christine D OehlmanSecretary-$579-$579
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,431,545
Investment Income
$4,452,049
Other Revenue
$16,742
Change in Net Assets
$-102,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,900,336
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,900,336
Total Revenue per Form 990
$6,900,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$895,725
Salaries, Compensation, and Employee Benefits$332,113
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,775,306
Interest---$807,916
Other Expenses---$300,519
Current Officers, Directors, Trustees, and Key Employees---$227,318
Fees for Services Accounting---$160,095
Advertising---$132,214
Other Employee Benefits---$68,398
Office Expenses---$35,909
Insurance---$25,452
Payroll Taxes---$19,902
Other Salaries and Wages---$16,495
Occupancy---$12,000
Conferences and Meetings---$10,189
Depreciation Depletion---$2,702
Total Functional Expenses$0$0$0$7,003,144

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,003,144
Total Expenses per Audited Statements$7,003,144
Total Expenses per Form 990$7,003,144
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Certificate Reserves$71,716,536
Supplementary Contracts without Life Contingencies$3,718,866
Branch Fund Deposits$2,951,310
Asset Valuation Reserve$1,151,601
Dividend Accumulations or Refunds$885,642
Certificate and Contract Claims$821,380
Scholarship Memorial Funds$820,500
Premium and Contract Deposits$305,438
Interest Maintenance Reserve$113,333
Provisions for Refunds Payable$55,000
Premiums Paid in Advance$1,388
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 6

“The Organization has members at various branches. These members elect delegates that are the governing body of the organization.”

Part VI, Line 7A

“The Organization has members at various branches. These members elect delegates that are the governing body of the organization. One delegate for every 50 members in good standing.”

Part VI, Line 11

“The form 990 is reviewed by management of the home office before it's filed and reviewed by the entire Board of Directors at the first Board Meeting following the filing.”

Part VI, Line 19

“The Organization's annual report is filed with the Ohio Department of Insurance and can be reviewed on the department's website. It includes financial information and other pertinent data on the organization. All records are available to the public at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Alliance of Transylvanian Saxons
EIN
34-0138510
Phone
4408428442
Address
5323 Pearl Road, Cleveland, OH 44129

Signing Officer

Name
Denise Crawford
Title
President
Signed
2025-04-01
Discuss with paid preparer
No

Organization Details

Formed
1902
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
0

Preparer

Firm
Zupka & Associates
Address
4141 Rockside Road, Seven Hills, OH 44131
Preparer
Sarah Salnajs
Phone
2164756136
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“In 2013, the Organization adopted a charter for the organization's audit committee.”

Part XII, Line 1

“The accounting method used to prepare the 990 is presented on the basis of accounting practices prescribed or permitted by the Ohio Department of Insurance.”

Part XI, Line 9

“Change in asset valuation reserve reported in the statement of income, expenses, and changes in surplus.”

Raw XML AppendixShowing 400 of 494 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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt11st VP
IRS990/Form990PartVIISectionAGrp/TitleTxt22nd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt33rd VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Office Manager
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt031810
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Monica F Gilles Past Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Monica F Gilles, Past Secretary
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization has members at various branches. These members elect delegates that are the governing body of the organization.

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