Civic Intelligence

General Agents and Managers Conference

990 • Fiscal year 2018 • EIN 52-1727202

Sep 01, 2017 to Aug 31, 2018 • Filed on Apr 23, 2019

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

0.06x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.26x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

9.0%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$176,656

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

2.0%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-8.7%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$4,615,340

Up $92,493 (+2.0%) from 2017

Net Assets

Up

$4,344,004

Up $212,692 (+5.1%) from 2017

Liabilities

Down

$271,336

Down $120,199 (-31%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin64th percentile

Revenue

Down

$1,043,490

Down $99,825 (-8.7%) from 2017

Expenses

Down

$949,222

Down $246,663 (-21%) from 2017

Net Income

Up

$94,268

Up $146,838 (+279%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$4,615,340
Liabilities$271,336
Net Assets$4,344,004
Open 2018 Filing

Operations Trend

Revenue Growth23rd 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

2018

Revenue$1,043,490
Expenses$949,222
Net Income$94,268
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Apr 23, 2019
Return Version
2017v2.3
Gross Receipts
$1,660,190
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$2,225,783$2,189,578▼ $36,205
Pledges and Grants Receivable$1,868,591$1,919,006▲ $50,415
Cash and Non-Interest-Bearing Accounts$369,227$445,291▲ $76,064
Prepaid Expenses and Deferred Charges$2,780$31,015▲ $28,235
Land, Buildings, and Equipment, Net$41,812$25,441▼ $16,371
Savings and Temporary Cash Investments$14,654$0▼ $14,654
Total Assets$4,522,847$4,615,340▲ $92,493
Other Assets Total$0$5,009▲ $5,009
Liabilities
Other Liabilities$246,762$229,463▼ $17,299
Deferred Revenue$88,867$25,000▼ $63,867
Accounts Payable and Accrued Expenses$55,906$16,873▼ $39,033
Total Liabilities$391,535$271,336▼ $120,199
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,625,568$2,546,980▼ $78,588
Unrestricted Net Assets$1,505,744$1,797,024▲ $291,280
Total Net Assets Fund Balance$4,131,312$4,344,004▲ $212,692
Total Liabilities and Net Assets / Fund Balance$4,522,847$4,615,340▲ $92,493

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$25,441$18,720$44,161
Equipment$0$9,360$9,360
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Carol WalshChief Operating OfficerFT$128,464$128,464

Board Members and Trustees

NameTitle
Athan P VorilasChair
John NatoliChair
Mark Michael RooneyImmediate Past Chair
Chris NoonanGAMA International President
Edward G DeutschlanderVice Chair
Brad SeitzingerTrustee
Bruce DavisonTrustee
Corine PorterTrustee
David BellTrustee
David SaviageTrustee
Frederick WalkerTrustee
Howard EliasTrustee
Jeffrey Scott GolanTrustee
John BucsekTrustee
Matthew DaukszaTrustee
Ryan Hans BeckTrustee
Samuel L TerrazzinoTrustee
Stephanie RivasTrustee
Debra GrommonsChief Executive Officer
Paul E VignoneTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
GAMA InternationalManagement fees3112 Fairview Park Drive, Falls Church, VA 22042$429,928
Revenue and Support

Revenue Composition

Contributions and Grants
$798,788
Program Service Revenue
$0
Investment Income
$161,374
Other Revenue
$83,328
All Other Contributions
$675,988
Change in Net Assets
$94,268

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 Table36$71,035Fair Market Value
Total Noncash Contributions36$71,035-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,032,497
Revenue Not Reported on Financial Statements
$10,993
Revenue Not Reported on Form 990
$118,424
Total Revenue per Audited Statements
$1,150,921
Total Revenue per Form 990
$1,043,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$949,222
Total Fundraising Expense$154,402
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$278,498$56,902$68,398$403,798
Travel$68,105$2,287$9,947$80,339
Advertising$3,950-$48,094$52,044
Fees for Services Other$33,103$1,539$3,735$38,377
Office Expenses$9,164$3,847$10,378$23,389
Depreciation Depletion$10,641$3,274$2,456$16,371
Fees for Service Investment Mgmnt Fees$7,145$2,199$1,649$10,993
Fees for Services Accounting$6,435$1,980$1,485$9,900
Fees for Services Legal$3,759$1,070$1,502$6,331
Other Expenses$2,070$61$677$2,808
Insurance$2,567--$2,567
All Other Expenses$1,641$370$536$2,547
Conferences and Meetings--$1,875$1,875
Information Technology$1,291$319$240$1,850
Total Functional Expenses$444,488$350,332$154,402$949,222

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$949,222
Expenses per Audited Statements$938,229
Total Expenses per Audited Statements$938,229
Expenses Not Reported on Financial Statements$10,993
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$6,007
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$122,800-$6,007-
Total Events$122,800-$6,007$-6,007
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$229,463
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
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 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
2019-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Grommons
Formed
1990
Legal Domicile
Dc
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
94

Preparer

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

Additional Explanations

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 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 years ended August 31, 2018 and 2017.”

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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/PersonNm4Samuel L Terrazzino
IRS990/Form990PartVIISectionAGrp/PersonNm5Paul E Vignone
IRS990/Form990PartVIISectionAGrp/PersonNm6Frederick Walker
IRS990/Form990PartVIISectionAGrp/PersonNm7Bruce Davison
IRS990/Form990PartVIISectionAGrp/PersonNm8John Natoli
IRS990/Form990PartVIISectionAGrp/PersonNm9Brad Seitzinger
IRS990/Form990PartVIISectionAGrp/PersonNm10Mark Michael Rooney
IRS990/Form990PartVIISectionAGrp/PersonNm11Athan P Vorilas
IRS990/Form990PartVIISectionAGrp/PersonNm12Edward G Deutschlander
IRS990/Form990PartVIISectionAGrp/PersonNm13Chris Noonan
IRS990/Form990PartVIISectionAGrp/PersonNm14David Bell
IRS990/Form990PartVIISectionAGrp/PersonNm15Matthew Dauksza
IRS990/Form990PartVIISectionAGrp/PersonNm16Howard Elias
IRS990/Form990PartVIISectionAGrp/PersonNm17Corine Porter
IRS990/Form990PartVIISectionAGrp/PersonNm18Stephanie Rivas
IRS990/Form990PartVIISectionAGrp/PersonNm19Debra Grommons
IRS990/Form990PartVIISectionAGrp/PersonNm20Carol Walsh
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/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/ReportableCompFromRltdOrgAmt19166196
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20120509
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13GAMA International President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chief Operating Officer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0122800
IRS990/FundraisingDirectExpensesAmt06007
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt060301
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0670994
IRS990/GrossReceiptsAmt01660190
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0240
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0319
IRS990/InformationTechnologyGrp/ProgramServicesAmt01291
IRS990/InformationTechnologyGrp/TotalAmt01850
IRS990/InsuranceGrp/ProgramServicesAmt02567
IRS990/InsuranceGrp/TotalAmt02567
IRS990/InvestmentIncomeGrp/ExclusionAmt0101073
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101073
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02225783
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02189578
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028080
IRS990/LandBldgEquipBasisNetGrp/BOYAmt041812
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025441
IRS990/LandBldgEquipCostOrOtherBssAmt053521
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0610693
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/NetAssetsOrFundBalancesBOYAmt04131312
IRS990/NetAssetsOrFundBalancesEOYAmt04344004
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt060301
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt060301
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6007
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6007
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0118424
IRS990/NoncashContributionsAmt071035
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt010378
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03847
IRS990/OfficeExpensesGrp/ProgramServicesAmt09164
IRS990/OfficeExpensesGrp/TotalAmt023389
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt05009
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bad debt expense
IRS990/OtherExpensesGrp/Desc1Bank and credit card fe
IRS990/OtherExpensesGrp/Desc2Training
IRS990/OtherExpensesGrp/Desc3Awards and gifts
IRS990/OtherExpensesGrp/FundraisingAmt02976
IRS990/OtherExpensesGrp/FundraisingAmt1454
IRS990/OtherExpensesGrp/FundraisingAmt2677
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0272053
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13968
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2463
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt361
IRS990/OtherExpensesGrp/ProgramServicesAmt012895
IRS990/OtherExpensesGrp/ProgramServicesAmt13224
IRS990/OtherExpensesGrp/ProgramServicesAmt22070
IRS990/OtherExpensesGrp/TotalAmt0272053
IRS990/OtherExpensesGrp/TotalAmt119839
IRS990/OtherExpensesGrp/TotalAmt24141
IRS990/OtherExpensesGrp/TotalAmt32808
IRS990/OtherLiabilitiesGrp/BOYAmt0246762
IRS990/OtherLiabilitiesGrp/EOYAmt0229463
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01868591
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01919006
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02780
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031015
IRS990/PrincipalOfficerNm0Debra Grommons
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01086080
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt088750
IRS990/PYOtherExpensesAmt01195885
IRS990/PYOtherRevenueAmt0-31515
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-52570
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01195885
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01143315
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt094268
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt089335
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt089335
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014654
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0798788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0904221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0719648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0737100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0542154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03701911
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0190408

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,615,340
Liabilities
$271,336
Net assets
$4,344,004
Revenue
$1,043,490
Expenses
$949,222
Net income
$94,268
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
2018Detailed filing. Detailed filing data is available for this year.$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