Civic Intelligence

Assured Life Association Formerly Woodmen of the World

990 • Fiscal year 2015 • EIN 84-0356870

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 26, 2016

6030 Greenwood Plaza Blvd Ste 100Greenwood Village, CO 80111

(303) 792-9777

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.78x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

2.31x

Higher debt load relative to revenue than 82% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

36th percentile

0.6%

Higher net margin than 36% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

37th percentile

$208,537

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

31st percentile

-1.4%

Faster asset growth than 31% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Down

$57,886,892

Down $819,694 (-1.4%) from 2014

Net Assets

Up

$12,804,775

Up $365,507 (+2.9%) from 2014

Liabilities

Down

$45,082,117

Down $1,185,201 (-2.6%) from 2014

Revenue

Down

$19,507,087

Down $2,290,183 (-11%) from 2014

Expenses

Down

$19,393,101

Down $2,842,861 (-13%) from 2014

Net Income

Up

$113,986

Up $552,678 (+126%) from 2014

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $56,483,875Liabilities 2010: $44,724,713Net Assets 2010: $11,759,1622010Assets 2011: $58,700,026Liabilities 2011: $46,681,152Net Assets 2011: $12,018,8742011Assets 2012: $59,766,168Liabilities 2012: $47,077,120Net Assets 2012: $12,689,0482012Assets 2013: $59,345,918Liabilities 2013: $46,396,102Net Assets 2013: $12,949,8162013Assets 2014: $58,706,586Liabilities 2014: $46,267,318Net Assets 2014: $12,439,2682014Assets 2015: $57,886,892Liabilities 2015: $45,082,117Net Assets 2015: $12,804,7752015Assets 2016: $58,565,916Liabilities 2016: $45,813,376Net Assets 2016: $12,752,5402016Assets 2017: $58,707,927Liabilities 2017: $45,661,470Net Assets 2017: $13,046,4572017Assets 2018: $58,383,598Liabilities 2018: $45,047,453Net Assets 2018: $13,336,1452018Assets 2019: $59,284,267Liabilities 2019: $45,225,911Net Assets 2019: $14,058,3562019Assets 2020: $60,588,572Liabilities 2020: $45,979,380Net Assets 2020: $14,609,1922020Assets 2021: $58,347,375Liabilities 2021: $45,266,341Net Assets 2021: $13,081,0342021Assets 2022: $59,414,767Liabilities 2022: $46,152,314Net Assets 2022: $13,262,4532022Assets 2023: $59,070,732Liabilities 2023: $45,542,602Net Assets 2023: $13,528,1302023Assets 2024: $59,012,118Liabilities 2024: $44,735,944Net Assets 2024: $14,276,1742024

Highlighted filing

2015

Assets$57,886,892
Liabilities$45,082,117
Net Assets$12,804,775

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $23,621,2512010Expenses 2011: $28,820,5002011Expenses 2012: $28,397,6082012Revenue 2013: $26,596,703Expenses 2013: $26,213,286Net Income 2013: $383,4172013Revenue 2014: $21,797,270Expenses 2014: $22,235,962Net Income 2014: -$438,6922014Revenue 2015: $19,507,087Expenses 2015: $19,393,101Net Income 2015: $113,9862015Revenue 2016: $17,149,874Expenses 2016: $16,874,791Net Income 2016: $275,0832016Revenue 2017: $14,933,502Expenses 2017: $14,783,026Net Income 2017: $150,4762017Revenue 2018: $13,440,925Expenses 2018: $13,228,904Net Income 2018: $212,0212018Revenue 2019: $13,492,279Expenses 2019: $12,617,807Net Income 2019: $874,4722019Revenue 2020: $13,401,063Expenses 2020: $13,027,323Net Income 2020: $373,7402020Revenue 2021: $10,289,844Expenses 2021: $11,919,239Net Income 2021: -$1,629,3952021Revenue 2022: $10,833,866Expenses 2022: $10,393,488Net Income 2022: $440,3782022Revenue 2023: $9,109,480Expenses 2023: $8,987,732Net Income 2023: $121,7482023Revenue 2024: $8,843,290Expenses 2024: $7,920,840Net Income 2024: $922,4502024

Highlighted filing

2015

Revenue$19,507,087
Expenses$19,393,101
Net Income$113,986
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 26, 2016
Return Version
2015v2.1
Gross Receipts
$20,007,707
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$29,527,918$24,764,464▼ $4,763,454
Investments in Publicly Traded Securities$13,486,683$16,991,015▲ $3,504,332
Rtn Earn Endowment Incm Other Fnds$12,439,268$12,804,775▲ $365,507
Savings and Temporary Cash Investments$5,864,668$5,528,791▼ $335,877
Land, Buildings, and Equipment, Net$4,875,697$4,004,011▼ $871,686
Cash and Non-Interest-Bearing Accounts$164,685$1,844,967▲ $1,680,282
Investments Other Securities$196,359$240,259▲ $43,900
Accounts Receivable$201,954$175,500▼ $26,454
Total Assets$58,706,586$57,886,892▼ $819,694
Other Assets Total$4,388,622$4,337,885▼ $50,737
Liabilities
Other Liabilities$45,648,457$44,568,123▼ $1,080,334
Accounts Payable and Accrued Expenses$618,861$513,994▼ $104,867
Total Liabilities$46,267,318$45,082,117▼ $1,185,201
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,439,268$12,804,775▲ $365,507
Total Liabilities and Net Assets / Fund Balance$58,706,586$57,886,892▼ $819,694

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,901,873-$565,948
Land$102,138-$102,138
Other Assets Org$4,337,885--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary R WheelerPres/treas/vFT$177,484$31,053$208,537
Gary R WheelerPres/treas/VP Fin-$170,256$38,281$208,537
Diane L MullerCorp Sec/VPFT$116,647$22,799$139,446
Jerome L ChristensenVP Frat AffaFT$109,187$19,339$128,526
Douglas H OuryChair-$14,918-$14,918
Tanya S UnreinDirector-$9,180-$9,180
Christopher a YorkDirector-$7,230-$7,230
Lance C ForemanDirector-$7,230-$7,230
Paul D JorgensenDirector-$7,230-$7,230
Rodney D KellenbergerDirector-$7,230-$7,230

Board Members and Trustees

NameTitle
Charles R CloudDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Allen Bailey & Associates INCActuary8310-1 CAPITAL OF TEXAS HWY N 370, Austin, TX 78731$180,361
Lewis Roca Rothgerberchristie LLPLegal1200 17TH STR 3000, Denver, CO 80202$149,280
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,526,988
Investment Income
$2,234,657
Other Revenue
$745,442
Change in Net Assets
$113,986

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,507,087
Revenue Not Reported on Form 990
$-108,564
Total Revenue per Audited Statements
$19,398,523
Total Revenue per Form 990
$19,507,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,942,664
Salaries, Compensation, and Employee Benefits$897,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$6,751,158
Benefits to Members---$6,553,304
Current Officers, Directors, Trustees, and Key Employees---$529,529
Other Salaries and Wages---$278,874
Occupancy---$100,484
Office Expenses---$81,191
Depreciation Depletion---$77,347
Other Expenses---$75,096
Travel---$50,281
Payroll Taxes---$46,218
Fees for Services Legal---$42,723
Other Employee Benefits---$27,630
Insurance---$17,818
Pension Plan Contributions---$14,882
Conferences and Meetings---$9,275
All Other Expenses---$7,125
Total Functional Expenses$0$0$0$19,393,101

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,393,101
Total Expenses per Form 990$19,393,101
Total Expenses per Audited Statements$19,284,537
Expenses Not Reported on Form 990$-108,564
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Future Certificate Ben.$41,756,170
Other Liabilites$1,692,902
Asset Valuation Reserve$507,273
Reinsurance Payable$407,484
Interest Maintenance Reserve$204,294
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

The articles and bylaws were amended in 2015 due to the name change. The name change was effective immediately upon approval of the domicile state governing entities, and was therefore reported and shown on the prior year 990.

Form 990, Page 6, Part VI, Line 6

The organization has benefit members, associate members, junior members, and social members.

Form 990, Page 6, Part VI, Line 7A

The benefit members have the right to vote in the corporate and business matters of the society, but are entitled to only one vote. The benefit members of the society inforce at the time of election shall, by referendum, elect seven persons, in staggered, four-year terms, to serve as directors.

Form 990, Page 6, Part VI, Line 7B

1) where the society is not the surviving entity of a consolidation or merger. 2) to dissolve the society or distribute assets of the society, except for a merger or consolidation as approved in the bylaws. 3) repeal or amend the bylaws or articles. (see section 5.d. Of the bylaws.)

Form 990, Page 6, Part VI, Line 11B

The tax return will not be reviewed by the board of directors before it is filed.

Form 990, Page 6, Part VI, Line 12C

The policy is distributed annually for review and acknowledgement/disclosure.

Form 990, Page 6, Part VI, Line 15A

The board determines the compensation of the president using compensation data.

Form 990, Page 6, Part VI, Line 15B

The president determines the compensation of all other employees using compensation data.

Form 990, Page 6, Part VI, Line 19

The governing documents are available on the website; all other documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Assured Life Association
EIN
84-0356870
Phone
3037929777
Address
6030 GREENWOOD PLAZA BLVD STE 100, GREENWOOD VILLAGE, CO 80111

Signing Officer

Name
Gary R Wheeler
Title
Pres/treas/VP Fin
Phone
3037929777
Signed
2016-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary R Wheeler
Formed
1890
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
11
Volunteers
1,262

Preparer

Firm
Jds Professional Group
Address
10303 E DRY CREEK RD STE 400, ENGLEWOOD, CO 80112
Preparer
Lori B Bauer CPA
Phone
3037710123
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Commissions 6,494,650 0 0 other professional fees 256,508 0 0

Form 990, Part XI, Line 9

Change in non-admitted assets -29,816 change in asset valuation reserve (avr) 281,337 total 251,521

Financial Statement Notes

Schedule D, Page 3, Part X

Deferred income taxes are calculated in accordance with statement of statutory accounting principles no. 10, income tax (ssap no. 10r), for statutory reporting rather than financial accounting standards board accounting standards codification (fasb asc) 740-10-05, accounting for income taxes, as would be required by gaap. While both statements require accounting recognition of timing differences between income and expenses recognized for income tax purposes and those recognized for financial reporting, ssap no. 10r requires that only timing differences which are expected to reverse within one year may be considered in the calculation. In addition, ssap no. 10r defines timing differences to include non- admitted assets and limits the amount of any deferred tax asset that may be recognized in the financial statements to ten percent of statutory surplus. Finally, ssap n0. 10r requires insurers to report change in net deferred tax assets or liabilities as a separate component of the change in statutory surplus rather than through operating results.

Schedule D, Page 4, Part XI, Line 2D

Reclass between revenue & expense -108,564

Schedule D, Page 4, Part XII, Line 2D

Reclass between revenue & expense -108,564

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IRS990/OfficeExpensesGrp/TotalAmt081191
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IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04388622
IRS990/OtherAssetsTotalGrp/EOYAmt04337885
IRS990/OtherChangesInNetAssetsAmt0251521
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027630
IRS990/OtherExpensesGrp/Desc0FRATERNAL ACTIVITIES
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2OTHER RE INVESTMENT EXPS
IRS990/OtherExpensesGrp/Desc3STATE INS FEES & TAXES
IRS990/OtherExpensesGrp/TotalAmt04120982
IRS990/OtherExpensesGrp/TotalAmt1356051
IRS990/OtherExpensesGrp/TotalAmt2253133
IRS990/OtherExpensesGrp/TotalAmt375096
IRS990/OtherLiabilitiesGrp/BOYAmt045648457
IRS990/OtherLiabilitiesGrp/EOYAmt044568123
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1NET CAP GAINS TFRD TO IMR
IRS990/OtherRevenueMiscGrp/Desc2NET STATUATORY IMR ADJ
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt175609
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2-47552
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0717385
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt175609
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2-47552
IRS990/OtherRevenueTotalAmt0745442
IRS990/OtherSalariesAndWagesGrp/TotalAmt0278874
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt029527918
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt024764464
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IRS990/PayrollTaxesGrp/TotalAmt046218
IRS990/PensionPlanContributionsGrp/TotalAmt014882
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GARY R WHEELER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUMS & ANNUITY
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016526988
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IRS990/PYBenefitsPaidToMembersAmt07341197
IRS990/PYInvestmentIncomeAmt02590871
IRS990/PYOtherExpensesAmt013988863
IRS990/PYOtherRevenueAmt0365763
IRS990/PYProgramServiceRevenueAmt018840636
IRS990/PYRevenuesLessExpensesAmt0-438692
IRS990/PYSalariesCompEmpBnftPaidAmt0905902
IRS990/PYTotalExpensesAmt022235962
IRS990/PYTotalRevenueAmt021797270
IRS990/ReconcilationRevenueExpnssAmt0113986
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012439268
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012804775
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05864668
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05528791
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IRS990ScheduleD/BuildingsGrp/BookValueAmt03901873
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03335925
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0565948
IRS990ScheduleD/ExpensesNotReportedAmt0-108564
IRS990ScheduleD/ExpensesSubtotalAmt019393101
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0102138
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0102138
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04337885
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PROPERTY HELD FOR SALE
IRS990ScheduleD/OtherExpensesIncludedAmt0-108564
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041756170
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11692902
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2507273
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3407484
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4204294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUTURE CERTIFICATE BEN.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ASSET VALUATION RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3REINSURANCE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4INTEREST MAINTENANCE RESERVE
IRS990ScheduleD/OtherRevenueAmt0-108564
IRS990ScheduleD/RevenueNotReportedAmt0-108564
IRS990ScheduleD/RevenueSubtotalAmt019507087
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DEFERRED INCOME TAXES ARE CALCULATED IN ACCORDANCE WITH STATEMENT OF STATUTORY ACCOUNTING PRINCIPLES NO. 10, INCOME TAX (SSAP NO. 10R), FOR STATUTORY REPORTING RATHER THAN FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (FASB ASC) 740-10-05, ACCOUNTING FOR INCOME TAXES, AS WOULD BE REQUIRED BY GAAP. WHILE BOTH STATEMENTS REQUIRE ACCOUNTING RECOGNITION OF TIMING DIFFERENCES BETWEEN INCOME AND EXPENSES RECOGNIZED FOR INCOME TAX PURPOSES AND THOSE RECOGNIZED FOR FINANCIAL REPORTING, SSAP NO. 10R REQUIRES THAT ONLY TIMING DIFFERENCES WHICH ARE EXPECTED TO REVERSE WITHIN ONE YEAR MAY BE CONSIDERED IN THE CALCULATION. IN ADDITION, SSAP NO. 10R DEFINES TIMING DIFFERENCES TO INCLUDE NON- ADMITTED ASSETS AND LIMITS THE AMOUNT OF ANY DEFERRED TAX ASSET THAT MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS TO TEN PERCENT OF STATUTORY SURPLUS. FINALLY, SSAP N0. 10R REQUIRES INSURERS TO REPORT CHANGE IN NET DEFERRED TAX ASSETS OR LIABILITIES AS A SEPARATE COMPONENT OF THE CHANGE IN STATUTORY SURPLUS RATHER THAN THROUGH OPERATING RESULTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RECLASS BETWEEN REVENUE & EXPENSE -108,564
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RECLASS BETWEEN REVENUE & EXPENSE -108,564
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04004011
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04337885
IRS990ScheduleD/TotalExpensesPerForm990Amt019393101
IRS990ScheduleD/TotalLiabilityAmt044568123
IRS990ScheduleD/TotalRevenuePerForm990Amt019507087
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt019398523
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019284537
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016891
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt07228
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GARY R WHEELER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRES/TREAS/VP FIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0208537
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ARTICLES AND BYLAWS WERE AMENDED IN 2015 DUE TO THE NAME CHANGE. THE NAME CHANGE WAS EFFECTIVE IMMEDIATELY UPON APPROVAL OF THE DOMICILE STATE GOVERNING ENTITIES, AND WAS THEREFORE REPORTED AND SHOWN ON THE PRIOR YEAR 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS BENEFIT MEMBERS, ASSOCIATE MEMBERS, JUNIOR MEMBERS, AND SOCIAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BENEFIT MEMBERS HAVE THE RIGHT TO VOTE IN THE CORPORATE AND BUSINESS MATTERS OF THE SOCIETY, BUT ARE ENTITLED TO ONLY ONE VOTE. THE BENEFIT MEMBERS OF THE SOCIETY INFORCE AT THE TIME OF ELECTION SHALL, BY REFERENDUM, ELECT SEVEN PERSONS, IN STAGGERED, FOUR-YEAR TERMS, TO SERVE AS DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31) WHERE THE SOCIETY IS NOT THE SURVIVING ENTITY OF A CONSOLIDATION OR MERGER. 2) TO DISSOLVE THE SOCIETY OR DISTRIBUTE ASSETS OF THE SOCIETY, EXCEPT FOR A MERGER OR CONSOLIDATION AS APPROVED IN THE BYLAWS. 3) REPEAL OR AMEND THE BYLAWS OR ARTICLES. (SEE SECTION 5.D. OF THE BYLAWS.)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TAX RETURN WILL NOT BE REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE POLICY IS DISTRIBUTED ANNUALLY FOR REVIEW AND ACKNOWLEDGEMENT/DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD DETERMINES THE COMPENSATION OF THE PRESIDENT USING COMPENSATION DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PRESIDENT DETERMINES THE COMPENSATION OF ALL OTHER EMPLOYEES USING COMPENSATION DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE; ALL OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMMISSIONS 6,494,650 0 0 OTHER PROFESSIONAL FEES 256,508 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CHANGE IN NON-ADMITTED ASSETS -29,816 CHANGE IN ASSET VALUATION RESERVE (AVR) 281,337 TOTAL 251,521
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt057886892
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt045082117
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IRS990/TotalLiabilitiesGrp/EOYAmt045082117
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012439268
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012804775
IRS990/TotalOtherCompensationAmt073191
IRS990/TotalProgramServiceRevenueAmt016526988
IRS990/TotalReportableCompFromOrgAmt0456336
IRS990/TotalRevenueGrp/ExclusionAmt02234657
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017272430
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019507087
IRS990/TotalVolunteersCnt01262
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058706586
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt057886892
IRS990/TravelGrp/TotalAmt050281
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06030 GREENWOOD PLAZA BLVD STE 100
IRS990/USAddress/CityNm0GREENWOOD VILLAGE
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080111
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0ASSUREDLIFE.ORG
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY R WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS/VP FIN
ReturnHeader/BusinessOfficerGrp/PhoneNum03037929777
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSURED LIFE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0840356870
ReturnHeader/Filer/PhoneNum03037929777
ReturnHeader/Filer/USAddress/AddressLine1Txt06030 GREENWOOD PLAZA BLVD STE 100

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.0$44.7$14.3$8.84$7.92$0.92
2023Detailed filing. Detailed filing data is available for this year.$59.1$45.5$13.5$9.11$8.99$0.12
2022Detailed filing. Detailed filing data is available for this year.$59.4$46.2$13.3$10.8$10.4$0.44
2021Detailed filing. Detailed filing data is available for this year.$58.3$45.3$13.1$10.3$11.9$1.63
2020Detailed filing. Detailed filing data is available for this year.$60.6$46.0$14.6$13.4$13.0$0.37
2019Detailed filing. Detailed filing data is available for this year.$59.3$45.2$14.1$13.5$12.6$0.87
2018Detailed filing. Detailed filing data is available for this year.$58.4$45.0$13.3$13.4$13.2$0.21
2017Detailed filing. Detailed filing data is available for this year.$58.7$45.7$13.0$14.9$14.8$0.15
2016Detailed filing. Detailed filing data is available for this year.$58.6$45.8$12.8$17.1$16.9$0.28
2015Detailed filing. Detailed filing data is available for this year.$57.9$45.1$12.8$19.5$19.4$0.11
2014Detailed filing. Detailed filing data is available for this year.$58.7$46.3$12.4$21.8$22.2$0.44
2013Detailed filing. Detailed filing data is available for this year.$59.3$46.4$12.9$26.6$26.2$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.8$47.1$12.7$28.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.7$46.7$12.0$28.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.5$44.7$11.8$23.6