Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
990 • Fiscal year 2012 • EIN 52-2118793
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
8th percentile
Faster asset growth than 8% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Down$7,895,657
Down $1,054,062 (-12%) from 2011
Net Assets
Down$5,104,416
Down $878,115 (-15%) from 2011
Liabilities
Down$2,791,241
Down $175,947 (-5.9%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$11,110,374
Up $640,802 (+6.1%) from 2011
Net Income
-
No earlier filing loaded for comparison.
To promote, preserve and protect advanced life insurance planning for the benefit of our members, their clients, the industry and the general public.
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 780293 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 464282 |
| IRS990/AccountsReceivable/BOY | 0 | 50204 |
| IRS990/AccountsReceivable/EOY | 0 | 61231 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/Activity2/Description | 0 | CAMPAIGN PROGRAMS: THE LEGISLATIVE CIRCLE PROGRAM (LCP) - ALLOWS MEMBERS TO SUPPORT THE RE-ELECTION EFFORTS OF SELECTED LAWMAKERS CALLED ENDORSED CANDIDATES, WHO ARE ON TAXWRITING COMMITTEES, IN LEADERSHIP, AND OTHER KEY MEMBERS OF CONGRESS. THROUGH THEIR CONTRIBUTIONS, AALU MEMBERS ARE ELIGIBLE FOR THE LEGISLATIVE CIRCLE DESIGNATION, INCLUDING CONTRIBUTING A MINIMUM OF $1,200 THROUGH THE PROGRAM TO A COMBINATION OF ENDORSED CANDIDATES AND ASSOCIATION FOR ADVANCED LIFE UNDERWRITING POLITICAL ACTION COMMITTEE (AALU PAC). |
| IRS990/Activity3/Description | 0 | COMMUNICATIONS: SERVES TO KEEP AALU MEMBERS UP TO DATE ON LEGISLATIVE AND REGULATORY ISSUES AFFECTING ADVANCED LIFE UNDERWRITING; TO PROVIDE OPPORTUNITIES FOR MEMBER RECOGNITION AND IDEA SHARING; AND, TO KEEP MEMBERS ABREAST OF THE LATEST PROGRAMS AND SERVICES PROVIDED BY AALU. FURTHERMORE, AALU'S COMMUNICATIONS EFFORTS HELP RAISE INDUSTRY AWARENESS OF AALU'S ACTIVITIES AND HELP BRAND THE ORGANIZATION. AALU'S COMMUNICATIONS PROGRAMS INCLUDE: THE WASHINGTON REPORT, THE WASHINGTON REPORT ACCESS PROGRAM (WRAP), AALU'S WEB SITE (WWW.AALU.ORG), PRESIDENT'S MESSAGES, AALU QUARTERLY MAGAZINE, E-BRIEF E-NEWSLETTER AALU'S EDUCATIONAL WEBINAR SERIES. |
| IRS990/ActivityOrMissionDescription | 0 | SEE PART III, LINE 1. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 11921 FREEDOM DRIVE NO 1100 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | RESTON |
| IRS990/AddressPrincipalOfficerUS/State | 0 | VA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 201905634 |
| IRS990/Advertising/Total | 0 | 10595 |
| IRS990/AllOtherContributions | 0 | 5232500 |
| IRS990/AllOtherExpenses/Total | 0 | 121975 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 0 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 0 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CashNonInterestBearing/BOY | 0 | 971319 |
| IRS990/CashNonInterestBearing/EOY | 0 | 743111 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 1615271 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 1 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConferencesMeetings/Total | 0 | 763633 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 1700 K STREET NW |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | 1301 PENNSYLVANIA AVE NW |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | 22982 NETWORK PLACE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 3 | PO BOX 37116 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 4 | PO BOX 7247-8001 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | WASHINGTON |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | WASHINGTON |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 2 | CHICAGO |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 3 | BALTIMORE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 4 | PHILADELPHIA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | DC |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | DC |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 2 | IL |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 3 | MD |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 4 | PA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 20006 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 20004 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 2 | 60673 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 3 | 21297 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 4 | 19170 |
| IRS990/ContractorCompensation/Compensation | 0 | 420000 |
| IRS990/ContractorCompensation/Compensation | 1 | 360000 |
| IRS990/ContractorCompensation/Compensation | 2 | 360000 |
| IRS990/ContractorCompensation/Compensation | 3 | 300000 |
| IRS990/ContractorCompensation/Compensation | 4 | 240000 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | LEGAL COUNSEL |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | LEGISLATIVE/LOBBYING COUNSEL |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | LEGISLATIVE/LOBBYING COUNSEL |
| IRS990/ContractorCompensation/DescriptionOfServices | 3 | LEGISLATIVE/LOBBYING COUNSEL |
| IRS990/ContractorCompensation/DescriptionOfServices | 4 | LEGISLATIVE/LOBBYING COUNSEL |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | BUCHANAN & INGERSOL |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | RICCHETTI |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 2 | CLARK & WAMBERG |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 3 | ARNOLD & PORTER |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 4 | PRICEWATERHOUSECOOPERS |
| IRS990/ContributionsGrantsCurrentYear | 0 | 5232500 |
| IRS990/ContributionsGrantsPriorYear | 0 | 5035249 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 1 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DeferredRevenue/BOY | 0 | 1398973 |
| IRS990/DeferredRevenue/EOY | 0 | 1564759 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DepreciationDepletion/Total | 0 | 262725 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | LEGISLATIVE AND REGULATORY AFFAIRS: THE PURPOSE OF AALU'S EFFORTS IN THE LEGISLATIVE AND REGULATORY AFFAIRS AREA IS TO PROTECT THE INTERESTS OF ITS MEMBERS, THEIR CLIENTS, THE INDUSTRY, AND THE GENERAL PUBLIC IN THE AREAS ASSOCIATED WITH ADVANCED USES OF LIFE INSURANCE FOR BUSINESS INSURANCE AND ESTATE PLANNING, NONQUALIFIED AND QUALIFIED RETIREMENT PLANNING. COMMITTEES IN EACH OF THESE AREAS WORK IN CONJUNCTION WITH AALU STAFF AND COUNSEL TO MONITOR DEVELOPMENTS AND RECOMMEND POLICIES AND ACTIONS TO THE AALU BOARD THAT ARE DESIGNED TO ACHIEVE THE MOST FAVORABLE LEGISLATIVE AND REGULATORY RESULTS. EXAMPLES OF SPECIFIC LEGISLATIVE, REGULATORY AND PUBLIC AFFAIRS ISSUES UNDERTAKEN BY AALU INCLUDE MATTERS AFFECTING ESTATE PLANNING, DEFERRED COMPENSATION, CORPORATE OWNED LIFE INSURANCE, LIFE INSURANCE ACCOUNTING, STRANGER ORIGINATED LIFE INSURANCE, SPLIT DOLLAR, QUALIFIED PLANS, THREATS TO THE TAX TREATMENT OF LIFE INSURANCE PRODUCTS, AND THE PERCEPTION OF LIFE INSURANCE BY CONGRESS AND THE GENERAL PUBLIC. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/ElectionOfBoardMembers | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiled | 0 | 1 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Total | 0 | 48327 |
| IRS990/FeesForServicesLegal/Total | 0 | 420000 |
| IRS990/FeesForServicesLobbying/Total | 0 | 1260000 |
| IRS990/FeesForServicesOther/Total | 0 | 152884 |
| IRS990/FinancialStatementSeparate | 0 | X |
| IRS990/FollowSFAS117 | 0 | X |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 20.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 10.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 10.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 10.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 10.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 9 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 10 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 11 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 12 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 13 | 5.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 14 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 15 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 16 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 17 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 18 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 19 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 20 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 21 | 40.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 22 | 40.00 |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 0 | X |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 1 | X |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 2 | X |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 3 | X |
| IRS990/Form990PartVIISectionA/HighestCompensatedEmployee | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 9 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 10 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 11 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 12 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 13 | X |
| IRS990/Form990PartVIISectionA/KeyEmployee | 0 | X |
| IRS990/Form990PartVIISectionA/KeyEmployee | 1 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | FORREST G SURLES |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | NATHAN M PERLMUTTER |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | DAVID A CULLEY |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | THOMAS J VON RIESEN |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | ANTHONY J DOMINO JR |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | DANIEL B BARRY |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | RICHARD A DEVITA |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | WILLIAM H DAMORA |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | LARRY G FOSTER |
| IRS990/Form990PartVIISectionA/NamePerson | 9 | PHILLIP E HARRIMAN |
| IRS990/Form990PartVIISectionA/NamePerson | 10 | MIKE G GOLDSTEIN |
| IRS990/Form990PartVIISectionA/NamePerson | 11 | WILLIAM E MAHONEY JR |
| IRS990/Form990PartVIISectionA/NamePerson | 12 | TIM P MALARKEY |
| IRS990/Form990PartVIISectionA/NamePerson | 13 | MARK B MURPHY |
| IRS990/Form990PartVIISectionA/NamePerson | 14 | DAVID J STERTZER |
| IRS990/Form990PartVIISectionA/NamePerson | 15 | TRACY MAWYER |
| IRS990/Form990PartVIISectionA/NamePerson | 16 | MARC CADIN |
| IRS990/Form990PartVIISectionA/NamePerson | 17 | JAMES LEE |
| IRS990/Form990PartVIISectionA/NamePerson | 18 | TOM KORB |
| IRS990/Form990PartVIISectionA/NamePerson | 19 | KARLA KIRK |
| IRS990/Form990PartVIISectionA/NamePerson | 20 | CHRISTOPHER MORTON |
| IRS990/Form990PartVIISectionA/NamePerson | 21 | MARILYN MATICIC |
| IRS990/Form990PartVIISectionA/NamePerson | 22 | JUSTIN BROWN |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/Officer | 2 | X |
| IRS990/Form990PartVIISectionA/Officer | 3 | X |
| IRS990/Form990PartVIISectionA/Officer | 4 | X |
| IRS990/Form990PartVIISectionA/Officer | 5 | X |
| IRS990/Form990PartVIISectionA/Officer | 6 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 9 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 10 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 11 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 12 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 13 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 14 | 36346 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 15 | 29479 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 16 | 42446 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 17 | 18001 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 18 | 26798 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 19 | 33403 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 20 | 38763 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 21 | 18404 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 22 | 26270 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 11 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 12 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 13 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 14 | 619735 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 15 | 139285 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 16 | 409480 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 17 | 239885 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 18 | 191786 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 19 | 189494 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 20 | 242806 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 21 | 128344 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 22 | 117885 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 9 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 10 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 11 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 12 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 13 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 14 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 15 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 16 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 17 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 18 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 19 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 20 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 21 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 22 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionA/Title | 1 | IMMEDIATE PAST PRESIDENT |
| IRS990/Form990PartVIISectionA/Title | 2 | PRESIDENT ELECT |
| IRS990/Form990PartVIISectionA/Title | 3 | VICE PRESIDENT/TREASURER |
| IRS990/Form990PartVIISectionA/Title | 4 | SECRETARY |
| IRS990/Form990PartVIISectionA/Title | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 14 | CEO |
| IRS990/Form990PartVIISectionA/Title | 15 | CFO & VP OF HUMAN RESOURCE |
| IRS990/Form990PartVIISectionA/Title | 16 | SR. VP OF LEG AFFAIRS |
| IRS990/Form990PartVIISectionA/Title | 17 | VP OF MEMBER SERVICES |
| IRS990/Form990PartVIISectionA/Title | 18 | VP OF POLICY & PUBLIC AFFAIRS |
| IRS990/Form990PartVIISectionA/Title | 19 | VP OF CORP FINANCE |
| IRS990/Form990PartVIISectionA/Title | 20 | VP OF LEGISLATIVE AFFAIRS |
| IRS990/Form990PartVIISectionA/Title | 21 | VP OF MEMBERSHIP |
| IRS990/Form990PartVIISectionA/Title | 22 | ASSISTANT VP-LEG AFFAIRS |
| IRS990/Form990ProvidedToGoverningBody | 0 | 0 |
| IRS990/Form990-TFiled | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 100000 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 100000 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 100000 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 1 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossReceipts | 0 | 10897554 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartIII | 0 | X |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 55741 |
| IRS990/Insurance/Total | 0 | 10828 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 144235 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 144235 |
| IRS990/InvestmentIncomePriorYear | 0 | 156511 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 144235 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 441195 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 4290633 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 4316100 |
| IRS990/LandBldgEquipmentAccumDeprec | 0 | 831284 |
| IRS990/LandBuildingsEquipmentBasis | 0 | 1548194 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 900829 |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 716910 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 1 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 1 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | TO PROMOTE, PRESERVE AND PROTECT ADVANCED LIFE INSURANCE PLANNING FOR THE BENEFIT OF OUR MEMBERS, THEIR CLIENTS, THE INDUSTRY AND THE GENERAL PUBLIC. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | DAVID J STERTZER |
| IRS990/NbrIndependentVotingMembers | 0 | 14 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 14 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 14 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 5982531 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 5104416 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 31414 |
| IRS990/NonDeductibleContributions | 0 | 1 |
| IRS990/NonDeductibleDisclosure | 0 | 1 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 23 |
| IRS990/NumberIndependentVotingMembers | 0 | 14 |
| IRS990/NumberIndividualsGT100K | 0 | 11 |
| IRS990/NumberOfContractorsGT100K | 0 | 5 |
| IRS990/NumberOfEmployees | 0 | 30 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Total | 0 | 535652 |
| IRS990/OfficeExpenses/Total | 0 | 456108 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 1292854 |
| IRS990/OtherAssetsTotal/EOY | 0 | 448532 |
| IRS990/OtherEmployeeBenefits/Total | 0 | 286125 |
| IRS990/OtherExpensePriorYear | 0 | 6280770 |
| IRS990/OtherExpensesCurrentYear | 0 | 6475758 |
| IRS990/OtherExpenses/Description | 0 | EQUIPMENT |
| IRS990/OtherExpenses/Description | 1 | REPAIRS/MAINTENANCE |
| IRS990/OtherExpenses/Description | 2 | STRATEGIC PLANNING |
| IRS990/OtherExpenses/Description | 3 | EVENTS |
| IRS990/OtherExpenses/Total | 0 | 354492 |
| IRS990/OtherExpenses/Total | 1 | 102372 |
| IRS990/OtherExpenses/Total | 2 | 96657 |
| IRS990/OtherExpenses/Total | 3 | 51860 |
| IRS990/OtherLiabilities/BOY | 0 | 787922 |
| IRS990/OtherLiabilities/EOY | 0 | 762200 |
| IRS990/OtherRevenueCurrentYear | 0 | 127550 |
| IRS990/OtherRevenueMisc/BusinessCode | 0 | 900099 |
| IRS990/OtherRevenueMisc/Description | 0 | MISCELLANEOUS |
| IRS990/OtherRevenueMisc/ExclusionAmount | 0 | 127550 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 0 | 127550 |
| IRS990/OtherRevenuePriorYear | 0 | 22443 |
| IRS990/OtherSalariesAndWages/Total | 0 | 2279621 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 191969 |
| IRS990/PensionPlanContributions/Total | 0 | 161630 |
| IRS990/PledgesAndGrantsReceivable/BOY | 0 | 825000 |
| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 650000 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 196948 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 339042 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 900099 |
| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 541800 |
| IRS990/ProgramServiceRevenueCY | 0 | 5393269 |
| IRS990/ProgramServiceRevenue/Description | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenue/Description | 1 | CONFERENCE & MEETINGS |
| IRS990/ProgramServiceRevenue/Description | 2 | ADVERTISING |
| IRS990/ProgramServiceRevenue/ExclusionAmount | 0 | 369600 |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 5197271 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 3737788 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 1116111 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 3737788 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 1485711 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 169770 |
| IRS990/ProgramServiceRevenue/UnrelatedBusinessRevenue | 0 | 169770 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | -665295 |
| IRS990/ReconcilationRevenueExpenses | 0 | -212820 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 0 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 1 |
| IRS990/ReportLandBldgEquip | 0 | 1 |
| IRS990/ReportOtherAssets | 0 | 1 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RevenuesLessExpensesCY | 0 | -212820 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | -58098 |
| IRS990/SalariesEtcCurrentYear | 0 | 4534616 |
| IRS990/SalariesEtcPriorYear | 0 | 4088802 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 421932 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 179536 |
| IRS990ScheduleB/ContributorInfo/AggregateContributions | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.