Civic Intelligence

Million Dollar Round Table

990 • Fiscal year 2013 • EIN 36-2138427

Jan 01, 2013 to Dec 31, 2013 • Filed on May 21, 2014

325 West Touhy Avenue60068

(847) 692-6378

Siviq Scores

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

Liabilities / Assets

40th percentile

0.16x

Higher debt load relative to assets than 40% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

41st percentile

0.25x

Higher debt load relative to revenue than 41% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Source year 2013

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

75th percentile

$410,749

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2013 filings • $50M-$100M nonprofits • Source year 2013

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2013 filings • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$51,416,529

Up $7,680,438 (+18%) from 2012

Net Assets

Up

$43,102,924

Up $8,787,356 (+26%) from 2012

Liabilities

Down

$8,313,605

Down $1,106,918 (-12%) from 2012

Revenue

$32,871,287

No earlier filing loaded for comparison.

Expenses

Up

$28,224,203

Up $2,762,011 (+11%) from 2012

Net Income

$4,647,084

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $32,069,379Liabilities 2010: $5,771,739Net Assets 2010: $26,297,6402010Assets 2011: $36,960,905Liabilities 2011: $9,982,034Net Assets 2011: $26,978,8712011Assets 2012: $43,736,091Liabilities 2012: $9,420,523Net Assets 2012: $34,315,5682012Assets 2013: $51,416,529Liabilities 2013: $8,313,605Net Assets 2013: $43,102,9242013Assets 2014: $57,217,305Liabilities 2014: $10,428,627Net Assets 2014: $46,788,6782014Assets 2015: $67,064,299Liabilities 2015: $13,894,875Net Assets 2015: $53,169,4242015Assets 2016: $74,877,654Liabilities 2016: $10,758,854Net Assets 2016: $64,118,8002016Assets 2017: $100,383,910Liabilities 2017: $16,759,610Net Assets 2017: $83,624,3002017Assets 2018: $105,354,353Liabilities 2018: $14,524,025Net Assets 2018: $90,830,3282018Assets 2019: $127,838,521Liabilities 2019: $18,166,610Net Assets 2019: $109,671,9112019Assets 2020: $144,260,991Liabilities 2020: $26,037,664Net Assets 2020: $118,223,3272020Assets 2021: $156,791,326Liabilities 2021: $24,421,831Net Assets 2021: $132,369,4952021Assets 2022: $137,371,099Liabilities 2022: $17,879,652Net Assets 2022: $119,491,4472022Assets 2023: $150,827,969Liabilities 2023: $17,376,459Net Assets 2023: $133,451,5102023Assets 2024: $153,169,745Liabilities 2024: $12,961,255Net Assets 2024: $140,208,4902024

Highlighted filing

2013

Assets$51,416,529
Liabilities$8,313,605
Net Assets$43,102,924

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $20,867,2332010Expenses 2011: $22,958,5782011Expenses 2012: $25,462,1922012Revenue 2013: $32,871,287Expenses 2013: $28,224,203Net Income 2013: $4,647,0842013Revenue 2014: $38,236,027Expenses 2014: $30,604,688Net Income 2014: $7,631,3392014Revenue 2015: $34,972,248Expenses 2015: $27,785,633Net Income 2015: $7,186,6152015Revenue 2016: $44,723,147Expenses 2016: $33,796,370Net Income 2016: $10,926,7772016Revenue 2017: $52,889,010Expenses 2017: $36,621,660Net Income 2017: $16,267,3502017Revenue 2018: $58,639,188Expenses 2018: $44,628,051Net Income 2018: $14,011,1372018Revenue 2019: $63,188,418Expenses 2019: $52,618,358Net Income 2019: $10,570,0602019Revenue 2020: $46,003,696Expenses 2020: $40,541,289Net Income 2020: $5,462,4072020Revenue 2021: $77,496,799Expenses 2021: $53,477,385Net Income 2021: $24,019,4142021Revenue 2022: $61,600,919Expenses 2022: $65,994,584Net Income 2022: -$4,393,6652022Revenue 2023: $69,970,199Expenses 2023: $64,463,660Net Income 2023: $5,506,5392023Revenue 2024: $85,265,275Expenses 2024: $82,717,930Net Income 2024: $2,547,3452024

Highlighted filing

2013

Revenue$32,871,287
Expenses$28,224,203
Net Income$4,647,084
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 21, 2014
Return Version
2013v3.0
Gross Receipts
$42,523,199
Mission and Program Overview

Mission

To be a valued member-driven global network of leading insurance and investment financial service professionals who serve their clients by exemplary performance and the highest standard of ethics, knowledge, service, and productivity.

The mission of the million dollar round table is to be a valued member-driven international network of leading insurance and investment financial service professionals who serve their clients by exemplary performance and the highest standard of ethics, knowledge, service, and productivity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,067,200$34,823,440▲ $7,756,240
Cash and Non-Interest-Bearing Accounts$10,716,321$10,377,693▼ $338,628
Prepaid Expenses and Deferred Charges$1,274,586$1,808,596▲ $534,010
Land, Buildings, and Equipment, Net$1,994,832$1,768,979▼ $225,853
Accounts Receivable$223,588$24,231▼ $199,357
Total Assets$43,736,091$51,416,529▲ $7,680,438
Other Assets Total$2,459,564$2,613,590▲ $154,026
Liabilities
Other Liabilities$6,789,998$4,611,209▼ $2,178,789
Deferred Revenue$1,322,677$2,486,912▲ $1,164,235
Accounts Payable and Accrued Expenses$1,057,848$1,215,484▲ $157,636
Grants Payable$250,000--
Total Liabilities$9,420,523$8,313,605▼ $1,106,918
Net Assets / Fund Balance
Unrestricted Net Assets$34,315,568$43,102,924▲ $8,787,356
Total Net Assets Fund Balance$34,315,568$43,102,924▲ $8,787,356
Total Liabilities and Net Assets / Fund Balance$43,736,091$51,416,529▲ $7,680,438

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,490,622$2,988,959$4,479,581
Equipment$13,357$2,327,638$2,340,995
Land$265,000-$265,000
Other Assets Org$2,613,590--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen P StahrCEOFT$339,440$71,309$410,749
Raymond J KopcinskiSenior DirectorFT$289,732$39,443$329,175
Pamela K BrownDirector of Marketing and CommunicationFT$167,484$8,834$176,318
Pamela K BrownDirector of Marketing and Communicat-$163,655$12,663$176,318
Thomas EnsignDirector of Member ServicesFT$132,785$24,064$156,849
James UnanderDirector of Information TechnologyFT$146,607$7,756$154,363
Laura GoodDirector of Hr/admin ServicesFT$142,379$4,749$147,128
John PrastFormer CEO-$141,680$141,680$141,680
Michelle L HoeslyPresidentPT$98,457-$98,457
D Scott BrennanPast PresidentPT$68,722-$68,722
Brian HeckertVice PresidentPT$59,034-$59,034
Caroline a BanksVice PresidentPT$43,760-$43,760
Jennifer a BorislowPast PresidentPT$37,078-$37,078
Mark HannaSecretaryPT$16,084-$16,084

Highest Paid Contractors

ContractorServicesLocationCompensation
Mci LLCMember Services-$2,234,554
Williams Gerard Productions INCMeeting Production-$1,463,643
FreemanMeeting Set-up And Decorating-$1,358,152
Conference Systems INCInterpretation Services-$597,953
Adage TechnologiesInformation Technology Support-$534,938
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,081,420
Investment Income
$1,683,892
Other Revenue
$105,975
Change in Net Assets
$4,647,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,871,287
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,140,272
Total Revenue per Audited Statements
$37,011,559
Total Revenue per Form 990
$32,871,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,887,250
Salaries, Compensation, and Employee Benefits$8,579,600
Grants and Similar Amounts Paid$757,353
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$11,188,346
Other Salaries and Wages---$4,803,253
Information Technology---$1,646,181
Other Employee Benefits---$1,384,691
Current Officers, Directors, Trustees, and Key Employees---$1,114,124
Advertising---$982,602
Travel---$931,818
Office Expenses---$926,762
Pension Plan Contributions---$808,941
Grants to Domestic Orgs---$752,353
Occupancy---$497,687
Payroll Taxes---$468,591
Other Expenses---$415,466
Depreciation Depletion---$308,733
Fees for Services Other---$200,705
Insurance---$118,054
Fees for Services Legal---$76,894
Fees for Services Accounting---$41,291
Foreign Grants---$5,000
Total Functional Expenses$0$0$0$28,224,203

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,224,203
Total Expenses per Audited Statements$28,224,203
Total Expenses per Form 990$28,224,203
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
36-6080766-501(c)(3)Grants to Other Charitable Organizations$329,411
53-0232489-501(c)(6)General Operations$219,082
52-2118793-501(c)(6)Sponsorship$200,000

International Summary

Offices
3
Employees
3
Spending
$2,839,946

International Compliance

Foreign grant records maintained
Yes
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 and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesMdrt Experience Meeting00$1,763,314
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesSeminars, Newsletters11$940,440
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Program ServicesSeminars, Newsletters11$107,469
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesSeminars, Newsletters11$23,723
East Asia and the PacificGrant to Recipient Located in the RegionGrant to Recipient Located in the Region00$5,000
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension Liability$3,492,540
Deferred Compensation$1,118,669
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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 6

The organization's membership pays dues on an annual basis that corresponds with the calendar year.

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

Each year a nominating committee of current members is assembled to elect a new nominee to the organization's executive committee.

Form 990, Part VI, Section B, Line 11

Form 990 is prepared by the organization's independent accounting firm and distributed to management and the organization's governing body prior to filing.

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

Every tuesday, the ceo and director of finance meet to review and approve all purchase orders. Every wednesday, the ceo, director of finance, and two additional directors authorized to sign checks meet to review and discuss invoices.

Form 990, Part VI, Section B, Line 15

Asae's blue chip and association form surveys are participated in and evaluated each year. Occupation specific surveys such as shrm, nfre, and nma are reviewed for most recent compensation documentation. Compensation for all executive positions was reviewed and documented for 2013. Additionally the organization's job description and salaries are reviewed by an external third party to assess whether the organization's compensation is comparable to like positions in similar organizations.

Form 990, Part VI, Section C, Line 19

Made available upon request

Filing and Contact Details

Filer

EIN
36-2138427
Phone
8476926378

Signing Officer

Name
Stephen P Stahr
Title
CEO
Phone
8476926378
Signed
2014-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen P Stahr
Formed
1969
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
92
Volunteers
1,300

Preparer

Preparer
Gregory S Adams
Phone
6305738600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in pension liability 2,141,619.

Form 990, Part XII, Line 2C

The organization's executive committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Mdrt is a tax-exempt organization as defined by section 501(c)(6) of the internal revenue code. Mdrt follows the requirements for accounting for uncertain tax positions. Mdrt has determined that it is not required to record a liability related to uncertain tax positions as of december 31, 2013. Mdrt files tax returns in the u.s. Federal jurisdiction and one state. The returns for mdrt for 2010, 2011 and 2012 are subject to examination by the internal revenue service, generally for three years after they were filed.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in pension obligation 2,141,619.

Raw XML AppendixShowing 400 of 698 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/ReportableCompFromOrgAmt459034
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt516084
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6344629
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7304680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8167484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9146913
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10142379
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11132785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12141680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7SENIOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF MARKETING AND COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF INFORMATION TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF HR/ADMIN SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF MEMBER SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt12FORMER CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01195248
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt0250000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0752353
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010847160
IRS990/GrossReceiptsAmt042523199
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01646181
IRS990/InsuranceGrp/TotalAmt0118054
IRS990/InvestmentIncomeGrp/ExclusionAmt0488644
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0488644
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027067200
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034823440
IRS990/IRPDocumentCnt0124
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05316597
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01994832
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01768979
IRS990/LandBldgEquipCostOrOtherBssAmt07085576
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09651912
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE MILLION DOLLAR ROUND TABLE IS TO BE A VALUED MEMBER-DRIVEN INTERNATIONAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt034315568
IRS990/NetAssetsOrFundBalancesEOYAmt043102924
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01195248
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01195248
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01998653
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0497687
IRS990/OfficeExpensesGrp/TotalAmt0926762
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02459564
IRS990/OtherAssetsTotalGrp/EOYAmt02613590
IRS990/OtherChangesInNetAssetsAmt02141619
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01384691
IRS990/OtherExpensesGrp/Desc0ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1PUBLICATION
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3PLAQUES AND INSIGNIAS
IRS990/OtherExpensesGrp/TotalAmt0649645
IRS990/OtherExpensesGrp/TotalAmt1477237
IRS990/OtherExpensesGrp/TotalAmt2425829
IRS990/OtherExpensesGrp/TotalAmt3415466
IRS990/OtherLiabilitiesGrp/BOYAmt06789998
IRS990/OtherLiabilitiesGrp/EOYAmt04611209
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0100000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15975
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0100000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15975
IRS990/OtherRevenueTotalAmt0105975
IRS990/OtherSalariesAndWagesGrp/TotalAmt04803253
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0468591
IRS990/PensionPlanContributionsGrp/TotalAmt0808941
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01274586
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01808596
IRS990/PrincipalOfficerNm0STEPHEN P STAHR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP INCOME
IRS990/ProgramServiceRevenueGrp/Desc1MEETINGS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023138315
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17943105
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023138315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17943105
IRS990/ProgSrvcAccomActy2Grp/Desc0MILLION DOLLAR ROUND TABLE - MDRT EXPERIENCE MEETING - MEMBERS ATTEND A THREE DAY MEETING OF EDUCATIONAL AND MOTIVATIONAL PROGRAMMING TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICE PROFESSIONALS.
IRS990/ProgSrvcAccomActy3Grp/Desc0MILLION DOLLAR ROUND TABLE TOP OF THE TABLE MEETING - MEMBERS ATTEND A THREE DAY MEETING OF EDUCATIONAL AND MOTIVATIONAL PROGRAMMING TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICE PROFESSIONALS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0961937
IRS990/PYInvestmentIncomeAmt0871046
IRS990/PYOtherExpensesAmt016803087
IRS990/PYOtherRevenueAmt0206007
IRS990/PYProgramServiceRevenueAmt030565813
IRS990/PYRevenuesLessExpensesAmt06180674
IRS990/PYSalariesCompEmpBnftPaidAmt07697168
IRS990/PYTotalExpensesAmt025462192
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031642866
IRS990/ReconcilationRevenueExpnssAmt04647084
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01490622
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02988959
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04479581
IRS990ScheduleD/EquipmentGrp/BookValueAmt013357
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02327638
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02340995
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt028224203
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0265000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0265000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01998653
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02613590
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE - LIFE INSURANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03492540
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11118669
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION
IRS990ScheduleD/OtherRevenueAmt02141619
IRS990ScheduleD/RevenueNotReportedAmt04140272
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt032871287
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MDRT IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MDRT FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. MDRT HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2013. MDRT FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ONE STATE. THE RETURNS FOR MDRT FOR 2010, 2011 AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN PENSION OBLIGATION 2,141,619.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01768979
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02613590
IRS990ScheduleD/TotalExpensesPerForm990Amt028224203
IRS990ScheduleD/TotalLiabilityAmt04611209
IRS990ScheduleD/TotalRevenuePerForm990Amt032871287
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt037011559
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028224203
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt21
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt31
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt11
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt21
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt31
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt01763314
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt123723
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2107469
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt3940440
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt45000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4EAST ASIA AND THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0MDRT EXPERIENCE MEETING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1SEMINARS, NEWSLETTERS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2SEMINARS, NEWSLETTERS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3SEMINARS, NEWSLETTERS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt4GRANT TO RECIPIENT LOCATED IN THE REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4GRANT TO RECIPIENT LOCATED IN THE REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt05000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$153$13.0$140$85.3$82.7$2.55
2023Detailed filing. Detailed filing data is available for this year.$151$17.4$133$70.0$64.5$5.51
2022Detailed filing. Detailed filing data is available for this year.$137$17.9$119$61.6$66.0$4.39
2021Detailed filing. Detailed filing data is available for this year.$157$24.4$132$77.5$53.5$24.0
2020Detailed filing. Detailed filing data is available for this year.$144$26.0$118$46.0$40.5$5.46
2019Detailed filing. Detailed filing data is available for this year.$128$18.2$110$63.2$52.6$10.6
2018Detailed filing. Detailed filing data is available for this year.$105$14.5$90.8$58.6$44.6$14.0
2017Detailed filing. Detailed filing data is available for this year.$100$16.8$83.6$52.9$36.6$16.3
2016Detailed filing. Detailed filing data is available for this year.$74.9$10.8$64.1$44.7$33.8$10.9
2015Detailed filing. Detailed filing data is available for this year.$67.1$13.9$53.2$35.0$27.8$7.19
2014Detailed filing. Detailed filing data is available for this year.$57.2$10.4$46.8$38.2$30.6$7.63
2013Detailed filing. Detailed filing data is available for this year.$51.4$8.31$43.1$32.9$28.2$4.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.7$9.42$34.3$25.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.0$9.98$27.0$23.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$5.77$26.3$20.9