Civic Intelligence

General Agents and Managers Conference

990 • Fiscal year 2019 • EIN 52-1727202

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 13, 2020

Organization Profilegamafoundation.org
101 Constitution Ave NW No 703 EWashington, DC 20001

(571) 499-4308

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.16x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$190,158

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

31%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$4,649,675

Up $34,335 (+0.7%) from 2018

Net Assets

Up

$4,430,889

Up $86,885 (+2.0%) from 2018

Liabilities

Down

$218,786

Down $52,550 (-19%) from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin66th percentile

Revenue

Up

$1,365,282

Up $321,792 (+31%) from 2018

Expenses

Up

$1,221,055

Up $271,833 (+29%) from 2018

Net Income

Up

$144,227

Up $49,959 (+53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,035,495Liabilities 2011: $12,860Net Assets 2011: $4,022,6352011Assets 2012: $3,911,927Liabilities 2012: $15,203Net Assets 2012: $3,896,7242012Assets 2013: $4,411,087Liabilities 2013: $284,401Net Assets 2013: $4,126,6862013Assets 2014: $4,483,216Liabilities 2014: $286,040Net Assets 2014: $4,197,1762014Assets 2015: $4,460,578Liabilities 2015: $297,487Net Assets 2015: $4,163,0912015Assets 2016: $4,315,693Liabilities 2016: $293,036Net Assets 2016: $4,022,6572016Assets 2017: $4,522,847Liabilities 2017: $391,535Net Assets 2017: $4,131,3122017Assets 2018: $4,615,340Liabilities 2018: $271,336Net Assets 2018: $4,344,0042018Assets 2019: $4,649,675Liabilities 2019: $218,786Net Assets 2019: $4,430,8892019Assets 2020: $3,126,215Liabilities 2020: $559,580Net Assets 2020: $2,566,6352020Assets 2021: $3,647,363Liabilities 2021: $601,463Net Assets 2021: $3,045,9002021Assets 2022: $2,907,709Liabilities 2022: $279,690Net Assets 2022: $2,628,0192022Assets 2023: $3,243,065Liabilities 2023: $252,868Net Assets 2023: $2,990,1972023Assets 2024: $3,519,945Liabilities 2024: $368,379Net Assets 2024: $3,151,5662024

Highlighted filing

2019

Assets$4,649,675
Liabilities$218,786
Net Assets$4,430,889
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $926,0292011Expenses 2012: $822,4102012Revenue 2013: $1,013,153Expenses 2013: $755,420Net Income 2013: $257,7332013Revenue 2014: $797,817Expenses 2014: $954,906Net Income 2014: -$157,0892014Revenue 2015: $1,045,922Expenses 2015: $797,429Net Income 2015: $248,4932015Revenue 2016: $1,069,854Expenses 2016: $1,262,913Net Income 2016: -$193,0592016Revenue 2017: $1,143,315Expenses 2017: $1,195,885Net Income 2017: -$52,5702017Revenue 2018: $1,043,490Expenses 2018: $949,222Net Income 2018: $94,2682018Revenue 2019: $1,365,282Expenses 2019: $1,221,055Net Income 2019: $144,2272019Revenue 2020: $567,869Expenses 2020: $2,547,155Net Income 2020: -$1,979,2862020Revenue 2021: $2,011,061Expenses 2021: $1,168,232Net Income 2021: $842,8292021Revenue 2022: $681,465Expenses 2022: $733,480Net Income 2022: -$52,0152022Revenue 2023: $691,640Expenses 2023: $624,507Net Income 2023: $67,1332023Revenue 2024: $1,191,460Expenses 2024: $1,087,060Net Income 2024: $104,4002024

Highlighted filing

2019

Revenue$1,365,282
Expenses$1,221,055
Net Income$144,227
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 13, 2020
Return Version
2019v5.1
Gross Receipts
$1,446,938
Mission and Program Overview

Mission

To provide research and education materials to those involved in the life insurance and related financial services field.

Provide research and education materials to those in life insurance and related financial services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,915,715$2,332,623▲ $416,908
Pledges and Grants Receivable$1,983,591$1,974,698▼ $8,893
Cash and Non-Interest-Bearing Accounts$138,201$321,508▲ $183,307
Land, Buildings, and Equipment, Net$21,201$8,480▼ $12,721
Prepaid Expenses and Deferred Charges$7,097$8,100▲ $1,003
Total Assets$4,070,367$4,649,675▲ $579,308
Other Assets Total$4,562$4,266▼ $296
Liabilities
Other Liabilities$56,036$188,190▲ $132,154
Accounts Payable and Accrued Expenses$27,706$30,596▲ $2,890
Deferred Revenue$16,667--
Total Liabilities$100,409$218,786▲ $118,377
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,583,495$2,525,356▼ $58,139
Net Assets Without Donor Restrictions$1,386,463$1,905,533▲ $519,070
Total Net Assets Fund Balance$3,969,958$4,430,889▲ $460,931
Total Liabilities and Net Assets / Fund Balance$4,070,367$4,649,675▲ $579,308

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,480$35,681$44,161
Equipment$0$12,349$12,349
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Edward G DeutschlanderChair
Ryan Hans BeckChair Fundraising Committee
Jeffrey Scott GolanChair Marketing and Communication
David SaviageChair Research
Athan P VorilasImmediate Past Chair
John BucsekVice Chair
Brad SeitzingerTrustee
Bruce DavisonTrustee
Corine PorterTrustee
Daniel NeginTrustee
Davin BellTrustee
Frederick WalkerTrustee
Harry HoopisTrustee
Howard EliasTrustee
James J PucciTrustee
John NatoliTrustee
Nathan L MooreTrustee
Samuel L TerrazzinoTrustee
Stephanie RivasTrustee
Titus O EkeomaTrustee
Debra GrommonsChief Executive Officer
Frank ScaleseGAMA International Preside
Paul E VignoneTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
GAMA InternationalManagement fees3112 Fairview Park Drive, Falls Church, VA 22042$750,662
Revenue and Support

Revenue Composition

Contributions and Grants
$1,224,451
Program Service Revenue
$0
Investment Income
$132,264
Other Revenue
$8,567
All Other Contributions
$1,031,676
Change in Net Assets
$144,227

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table52$90,895Fair Market Value
Total Noncash Contributions52$90,895-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,352,926
Revenue Not Reported on Financial Statements
$12,356
Revenue Not Reported on Form 990
$316,704
Total Revenue per Audited Statements
$1,669,630
Total Revenue per Form 990
$1,365,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,221,055
Total Fundraising Expense$150,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$270,438$116,169$81,455$468,062
Travel$753$65,523$13,845$80,121
Fees for Services Other$42,460$1,538$1,803$45,801
Office Expenses$21,175$6,959$16,200$44,334
Advertising$7,318$4,465$24,265$36,048
Depreciation Depletion$8,268$2,544$1,908$12,720
Fees for Service Investment Mgmnt Fees-$12,356-$12,356
Fees for Services Accounting$6,630$2,040$1,530$10,200
All Other Expenses$2,960$2,962$937$6,859
Other Expenses$310$507$2,560$2,870
Information Technology$1,125$282$254$1,661
Total Functional Expenses$378,620$692,352$150,083$1,221,055

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,221,055
Expenses per Audited Statements$1,208,699
Total Expenses per Audited Statements$1,208,699
Expenses Not Reported on Financial Statements$12,356
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$23,912
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$192,775-$23,912-
Total Events$192,775-$23,912$-23,912
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliate$188,190
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 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
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 1

“The Executive Committee shall consist of the officers of the Foundation. This committee shall be chaired by the Chairman of the Foundation. This committee shall be empowered to make decisions pertinent to the normal operation of the Foundation. The Finance and Administration Committee shall be chaired by the Treasurer and will, in addition to the Treasurer, have (4) members, the Chair, Immediate Past Chair, Vice Chair and the Chair of the Committee on Fundraising. The committee shall oversee the financial assets and liabilities of the Foundation; prepare and submit annually to the Board of Trustees for consideration a proposed budget for the next fiscal year; and review the Foundation's annual audit and expense and investment policies. This committee shall be responsible to the Executive Committee of the Foundation.”

Form 990, Part VI, Section A, line 3

“The Foundation shares personnel with GAMA International, an organization exempt from income tax under Section 501(c)(6) of the Internal Revenue Code. For the purposes of Form 990 reporting, the compensation for all staff of the Foundation reported on the Form 990 was paid as part of reimbursed management fees included on Form 990, Part IX, Line 11a.”

Form 990, Part VI, Section B, line 11B

“The Form 990 reviewed by the CEO of the Foundation and the CFO and Controller of GAMA International. The draft is also reviewed by the Foundation Treasurer and the Finance Committee prior to being filed with the IRS. The final copy is presented to the Board of Trustees.”

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

“The policy and its application shall be reviewed annually for the information and guidance of trustees and officers, each of whom has a continuing responsibility to scrutinize their transactions and outside business interests and relationships for potential conflicts of interest, and make such disclosures as described in this policy. As administered by the CEO, each trustee will be asked to complete a certification of agreement with the policy and disclosure of any known conflicts of interest upon his or her election or re-election to the board and annually thereafter. All certifications shall be reviewed by the Executive Committee.”

Form 990, Part VI, Section B, line 15A

“The Foundation's Board of Trustees determines the compensation of the Foundation's CEO. The process of determining compensation is based on compensation surveys, written employment contract, and approval by the Board of Trustees or Executive Committee. The compensation of the Foundation's CEO is reviewed annually.”

Form 990, Part VI, Section C, line 18

“The Foundation does not make its governing documents available to the public. However, the financial statements are made available upon request.”

Form 990, Part VI, Section C, line 19

“The Foundation does not make its governing documents available to the public. However, the financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
General Agents and Managers Conference
EIN
52-1727202
Phone
5714994308
Address
101 Constitution Ave NW No 703 E, Washington, DC 20001
Doing Business As
GAMA Foundation for Education and Research

Signing Officer

Name
Bonnie Godsman
Title
CEO
Phone
5714994308
Signed
2020-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie Godsman
Formed
1990
Legal Domicile
Dc
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
18

Preparer

Firm
Kositzka Wicks and Company
Address
5270 Shawnee Road Suite 250, Alexandria, VA 22312
Preparer
Jennifer S Manster CPA
Phone
7036422700
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The Foundation is exempt from federal income tax as a nonprofit organization described in Section 501(c)(3) of the Internal Revenue Code and is classified as an organization other than a private foundation. The Organization did not have a liability for unrelated business income for the year ended December 31, 2019.”

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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/PersonNm8Howard Elias
IRS990/Form990PartVIISectionAGrp/PersonNm9Corine Porter
IRS990/Form990PartVIISectionAGrp/PersonNm10Stephanie Rivas
IRS990/Form990PartVIISectionAGrp/PersonNm11Titus O Ekeoma
IRS990/Form990PartVIISectionAGrp/PersonNm12Daniel Negin
IRS990/Form990PartVIISectionAGrp/PersonNm13James J Pucci
IRS990/Form990PartVIISectionAGrp/PersonNm14Nathan L Moore
IRS990/Form990PartVIISectionAGrp/PersonNm15Edward G Deutschlander
IRS990/Form990PartVIISectionAGrp/PersonNm16Paul E Vignone
IRS990/Form990PartVIISectionAGrp/PersonNm17John Bucsek
IRS990/Form990PartVIISectionAGrp/PersonNm18Ryan Hans Beck
IRS990/Form990PartVIISectionAGrp/PersonNm19Jeffrey Scott Golan
IRS990/Form990PartVIISectionAGrp/PersonNm20David Saviage
IRS990/Form990PartVIISectionAGrp/PersonNm21Athan P Vorilas
IRS990/Form990PartVIISectionAGrp/PersonNm22Debra Grommons
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22180633
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6GAMA International Preside
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chair Fundraising Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Chair Marketing and Communication
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chair Research
IRS990/Form990PartVIISectionAGrp/TitleTxt21Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt22Chief Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0192775
IRS990/FundraisingDirectExpensesAmt023912
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt03255
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060999
IRS990/GrossReceiptsAmt01446938
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0254
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0282
IRS990/InformationTechnologyGrp/ProgramServicesAmt01125
IRS990/InformationTechnologyGrp/TotalAmt01661
IRS990/InvestmentIncomeGrp/ExclusionAmt0129009
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0129009
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01915715
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02332623
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt048030
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021201
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08480
IRS990/LandBldgEquipCostOrOtherBssAmt056510
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt057744
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide research and education materials to those involved in the life insurance and related financial services field.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03969958
IRS990/NetAssetsOrFundBalancesEOYAmt04430889
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03255
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-23912
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-23912
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0316704
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01386463
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01905533
IRS990/NoncashContributionsAmt090895
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt016200
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06959
IRS990/OfficeExpensesGrp/ProgramServicesAmt021175
IRS990/OfficeExpensesGrp/TotalAmt044334
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04562
IRS990/OtherAssetsTotalGrp/EOYAmt04266
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bad debt expense
IRS990/OtherExpensesGrp/Desc1Bank and credit card fe
IRS990/OtherExpensesGrp/Desc2Training
IRS990/OtherExpensesGrp/Desc3Video
IRS990/OtherExpensesGrp/FundraisingAmt04399
IRS990/OtherExpensesGrp/FundraisingAmt1927
IRS990/OtherExpensesGrp/FundraisingAmt22560
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0472226
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14781
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2507
IRS990/OtherExpensesGrp/ProgramServicesAmt015536
IRS990/OtherExpensesGrp/ProgramServicesAmt11647
IRS990/OtherExpensesGrp/ProgramServicesAmt2310
IRS990/OtherExpensesGrp/TotalAmt0472226
IRS990/OtherExpensesGrp/TotalAmt124716
IRS990/OtherExpensesGrp/TotalAmt23081
IRS990/OtherExpensesGrp/TotalAmt32870
IRS990/OtherLiabilitiesGrp/BOYAmt056036
IRS990/OtherLiabilitiesGrp/EOYAmt0188190
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01983591
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01974698
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07097
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08100
IRS990/PrincipalOfficerNm0Bonnie Godsman
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0204079
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0111269
IRS990/PYOtherExpensesAmt0320990
IRS990/PYOtherRevenueAmt014511
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt08869
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0320990
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0329859
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0144227
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt032479
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt032479

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,649,675
Liabilities
$218,786
Net assets
$4,430,889
Revenue
$1,365,282
Expenses
$1,221,055
Net income
$144,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.37$3.15$1.19$1.09$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.25$2.99$0.69$0.62$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.28$2.63$0.68$0.73$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.60$3.05$2.01$1.17$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.56$2.57$0.57$2.55$1.98
2019Detailed filing. Detailed filing data is available for this year.$4.65$0.22$4.43$1.37$1.22$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.27$4.34$1.04$0.95$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.39$4.13$1.14$1.20$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.29$4.02$1.07$1.26$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.30$4.16$1.05$0.80$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.29$4.20$0.80$0.95$0.16
2013Summary only. Only limited summary data is available for this year.$4.41$0.28$4.13$1.01$0.76$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.02$3.90$0.82
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.01$4.02$0.93