Civic Intelligence

General Agents and Managers Conference

990 • Fiscal year 2016 • EIN 52-1727202

Sep 01, 2015 to Aug 31, 2016 • Filed on Mar 08, 2017

Organization Profilegamafoundation.org
3112 Fairview Park DriveFalls Church, VA 22042

(571) 499-4308

Siviq Scores

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

Liabilities / Assets

44th percentile

0.07x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.27x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$174,754

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

28th percentile

-3.2%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

2.3%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$4,315,693

Down $144,885 (-3.2%) from 2015

Net Assets

Down

$4,022,657

Down $140,434 (-3.4%) from 2015

Liabilities

Down

$293,036

Down $4,451 (-1.5%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin16th percentile

Revenue

Up

$1,069,854

Up $23,932 (+2.3%) from 2015

Expenses

Up

$1,262,913

Up $465,484 (+58%) from 2015

Net Income

Down

-$193,059

Down $441,552 (-178%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2016

Assets$4,315,693
Liabilities$293,036
Net Assets$4,022,657
Open 2016 Filing

Operations Trend

Revenue Growth49th 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

2016

Revenue$1,069,854
Expenses$1,262,913
Net Income-$193,059
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Mar 8, 2017
Return Version
2015v3.0
Gross Receipts
$1,778,219
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$2,325,620$2,236,514▼ $89,106
Pledges and Grants Receivable$1,836,162$1,741,070▼ $95,092
Cash and Non-Interest-Bearing Accounts$71,273$307,058▲ $235,785
Savings and Temporary Cash Investments$211,096$19,443▼ $191,653
Land, Buildings, and Equipment, Net$13,807$8,770▼ $5,037
Prepaid Expenses and Deferred Charges$2,620$2,838▲ $218
Total Assets$4,460,578$4,315,693▼ $144,885
Liabilities
Other Liabilities$16,466$182,005▲ $165,539
Deferred Revenue$179,051$81,266▼ $97,785
Accounts Payable and Accrued Expenses$101,970$29,765▼ $72,205
Total Liabilities$297,487$293,036▼ $4,451
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,371,634$2,625,894▲ $254,260
Unrestricted Net Assets$1,791,457$1,396,763▼ $394,694
Total Net Assets Fund Balance$4,163,091$4,022,657▼ $140,434
Total Liabilities and Net Assets / Fund Balance$4,460,578$4,315,693▼ $144,885

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,917$3,083-
Equipment$5,853$3,507-
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Mark Michael RooneyChair
Richard T ClearyImmediate Past Chair
Robert J FashanoGAMA International President
Athan P VorilasVice Chair
David B SchulmanTrustee
David SaviageTrustee
Dewane Lewis JrTrustee
Frederick WalkerTrustee
George R WorleyTrustee
Gregory R SmithTrustee
Heather DavisTrustee
James A PetersenTrustee
James CookTrustee
Jeffrey Scott GolanTrustee
John BucsekTrustee
Mark D ZagurskiTrustee
Michael F ScovelTrustee
Paul E VignoneTrustee
Richard Lee RayTrustee
Richard Paul DoddTrustee
Ryan Hans BeckTrustee
Samuel L TerrazzinoTrustee
Terry M WashburnTrustee
Thomasina E SkipperTrustee
William J CuffTrustee
Brad SeitzingerTrustee beginning 5/2016
Bruce DavisonTrustee beginning 5/2016
John NatoliTrustee beginning 5/2016
Michelle HubertTrustee beginning 5/2016
Kathryn KellamChief Executive Officer
Timothy SchmidtGAMA International Pres. 5/2016
Edward G DeutschlanderTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
GAMA InternationalManagement fees3112 Fairview Park Drive, Falls Church, VA 22042$162,653
Revenue and Support

Revenue Composition

Contributions and Grants
$916,033
Program Service Revenue
$0
Investment Income
$117,918
Other Revenue
$35,903
All Other Contributions
$902,303
Change in Net Assets
$-193,059

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 Table35$196,385Fair Market Value
Securities Publicly Traded1$2,086Fair Market Value
Total Noncash Contributions36$198,471-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,069,854
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$52,625
Total Revenue per Audited Statements
$1,122,479
Total Revenue per Form 990
$1,069,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,262,913
Total Fundraising Expense$140,178
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$308,647$99,264$71,226$479,137
Fees for Services Other$146,031$1,930$9,733$157,694
Travel$102,170$2,098$2,445$106,713
Advertising$1,280$51$26,659$27,990
Office Expenses$2,181$1,493$10,531$14,205
Fees for Service Investment Mgmnt Fees$7,617$2,344$1,758$11,719
Conferences and Meetings--$10,880$10,880
Fees for Services Accounting$5,915$1,820$1,365$9,100
Depreciation Depletion$3,274$1,007$756$5,037
Other Expenses$2,806$545$418$3,769
Fees for Services Legal$3,028$124$93$3,245
Insurance$2,402--$2,402
All Other Expenses$925$233$174$1,332
Occupancy$654$201$151$1,006
Total Functional Expenses$605,105$517,630$140,178$1,262,913

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,262,913
Total Expenses per Audited Statements$1,262,913
Total Expenses per Form 990$1,262,913
Expenses Not Reported on Financial Statements$0
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$202,431
Fundraising Gross Income$96,745
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$110,475$96,745$202,431$-105,686
Total Events$110,475$96,745$202,431$-105,686
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$182,005
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1

“The Executive Committee 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 B, line 11

“The Form 990 is prepared by an outside accounting firm and is 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
3112 Fairview Park Drive, Falls Church, VA 22042
Doing Business As
GAMA Foundation for Education and Research

Signing Officer

Name
Debra Grommons
Title
CEO
Phone
5714994308
Signed
2017-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Grommons
Formed
1990
Legal Domicile
Dc
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
164

Preparer

Firm
Kositzka Wicks and Company
Address
5270 Shawnee Road Suite 250, Alexandria, VA 22312
Preparer
Stephen G Travis CPA
Phone
7036422700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Researcher: Program service expenses 121,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 121,800. Computer consulting: Program service expenses 22,489. Management and general expenses 1,930. Fundraising expenses 4,814. Total expenses 29,233. Consulting: Program service expenses 1,742. Management and general expenses 0. Fundraising expenses 4,919. Total expenses 6,661.”

Form 990, Part XII, Line 2C:

“The Foundation's Board of Trustees determines the audit firm who is engaged to complete the audit annually. The Board also reviews the annual audited financial statements and approves them during the board meeting. This selection and review process has not changed from previous years.”

Financial Statement Notes

Part X, Line 2:

“The Foundation follows the accounting standard for contingencies in evaluating uncertain tax positions. Should its exempt status be challenged in the future, the Foundation's 2013, 2014, 2015, and 2016 tax years are open for examination by federal, state and local authorities.”

Raw XML AppendixShowing 400 of 754 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/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3110254
IRS990/Form990PartVIISectionAGrp/PersonNm0Ryan Hans Beck
IRS990/Form990PartVIISectionAGrp/PersonNm1John Bucsek
IRS990/Form990PartVIISectionAGrp/PersonNm2James Cook
IRS990/Form990PartVIISectionAGrp/PersonNm3William J Cuff
IRS990/Form990PartVIISectionAGrp/PersonNm4Heather Davis
IRS990/Form990PartVIISectionAGrp/PersonNm5Richard Paul Dodd
IRS990/Form990PartVIISectionAGrp/PersonNm6Jeffrey Scott Golan
IRS990/Form990PartVIISectionAGrp/PersonNm7Dewane Lewis Jr
IRS990/Form990PartVIISectionAGrp/PersonNm8James A Petersen
IRS990/Form990PartVIISectionAGrp/PersonNm9Richard Lee Ray
IRS990/Form990PartVIISectionAGrp/PersonNm10David Saviage
IRS990/Form990PartVIISectionAGrp/PersonNm11David B Schulman
IRS990/Form990PartVIISectionAGrp/PersonNm12Michael F Scovel
IRS990/Form990PartVIISectionAGrp/PersonNm13Thomasina E Skipper
IRS990/Form990PartVIISectionAGrp/PersonNm14Gregory R Smith
IRS990/Form990PartVIISectionAGrp/PersonNm15Samuel L Terrazzino
IRS990/Form990PartVIISectionAGrp/PersonNm16Paul E Vignone
IRS990/Form990PartVIISectionAGrp/PersonNm17Frederick Walker
IRS990/Form990PartVIISectionAGrp/PersonNm18Terry M Washburn
IRS990/Form990PartVIISectionAGrp/PersonNm19George R Worley
IRS990/Form990PartVIISectionAGrp/PersonNm20Mark D Zagurski
IRS990/Form990PartVIISectionAGrp/PersonNm21Bruce Davison
IRS990/Form990PartVIISectionAGrp/PersonNm22Michelle Hubert
IRS990/Form990PartVIISectionAGrp/PersonNm23John Natoli
IRS990/Form990PartVIISectionAGrp/PersonNm24Brad Seitzinger
IRS990/Form990PartVIISectionAGrp/PersonNm25Robert J Fashano
IRS990/Form990PartVIISectionAGrp/PersonNm26Timothy Schmidt
IRS990/Form990PartVIISectionAGrp/PersonNm27Richard T Cleary
IRS990/Form990PartVIISectionAGrp/PersonNm28Mark Michael Rooney
IRS990/Form990PartVIISectionAGrp/PersonNm29Athan P Vorilas
IRS990/Form990PartVIISectionAGrp/PersonNm30Edward G Deutschlander
IRS990/Form990PartVIISectionAGrp/PersonNm31Kathryn Kellam
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/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
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/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt31164500
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
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/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Trustee beginning 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt22Trustee beginning 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt23Trustee beginning 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt24Trustee beginning 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt25GAMA International President
IRS990/Form990PartVIISectionAGrp/TitleTxt26GAMA International Pres. 5/2016
IRS990/Form990PartVIISectionAGrp/TitleTxt27Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt28Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt29Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt30Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt31Chief Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt013730
IRS990/FundraisingDirectExpensesAmt0202431
IRS990/FundraisingGrossIncomeAmt096745
IRS990/GainOrLossGrp/SecuritiesAmt0-1104
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt031
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0504830
IRS990/GrossReceiptsAmt01778219
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt031
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02402
IRS990/InsuranceGrp/TotalAmt02402
IRS990/InvestmentIncomeGrp/ExclusionAmt0119022
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0119022
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02325620
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02236514
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06590
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013807
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08770
IRS990/LandBldgEquipCostOrOtherBssAmt015360
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0505934
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/NetAssetsOrFundBalancesBOYAmt04163091
IRS990/NetAssetsOrFundBalancesEOYAmt04022657
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1104
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1104
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-105686
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-105686
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt052625
IRS990/NoncashContributionsAmt0198471
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0151
IRS990/OccupancyGrp/ManagementAndGeneralAmt0201

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,315,693
Liabilities
$293,036
Net assets
$4,022,657
Revenue
$1,069,854
Expenses
$1,262,913
Net income
-$193,059
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2016Detailed filing. Detailed filing data is available for this year.$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