Civic Intelligence

Mdrt Global Services

EIN 84-2903878 • 501(c)6 • Park Ridge, IL

Profile

To provide a means for influencers of insurance and financial services professionals to engage in very specific ways with mdrt as members of an affiliated membership organization.

325 W Touhy AvePark Ridge, IL 60068

www.mdrt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

0.94x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.08x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

71%

Higher net margin than 98% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$306,651

Down $167,611 (-35%) from 2023

Liabilities

Down

$287,210

Down $2,649,701 (-90%) from 2023

Net Assets

Up

$19,441

Up $2,482,090 (+101%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin98th percentile

Revenue

Up

$3,473,278

Up $3,297,150 (+1872%) from 2023

Expenses

Down

$991,188

Down $293,016 (-23%) from 2023

Net Income

Up

$2,482,090

Up $3,590,166 (+324%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2023: $474,262Liabilities 2023: $2,936,911Net Assets 2023: -$2,462,6492023Assets 2024: $306,651Liabilities 2024: $287,210Net Assets 2024: $19,4412024

Highlighted filing

2024

Assets$306,651
Liabilities$287,210
Net Assets$19,441
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2023: $176,128Expenses 2023: $1,284,204Net Income 2023: -$1,108,0762023Revenue 2024: $3,473,278Expenses 2024: $991,188Net Income 2024: $2,482,0902024

Highlighted filing

2024

Revenue$3,473,278
Expenses$991,188
Net Income$2,482,090
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,651
Liabilities
$287,210
Net assets
$19,441
Revenue
$3,473,278
Expenses
$991,188
Net income
$2,482,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.29$0.02$3.47$0.99$2.48
2023Detailed filing. Detailed filing data is available for this year.$0.47$2.94$2.46$0.18$1.28$1.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.1
Gross Receipts
$3,473,278
Mission and Program Overview

Mission

To provide a means for influencers of insurance and financial services professionals to engage in very specific ways with mdrt as members of an affiliated membership organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$407,259$266,651▼ $140,608
Accounts Receivable$67,003--
Prepaid Expenses and Deferred Charges-$40,000-
Total Assets$474,262$306,651▼ $167,611
Liabilities
Other Liabilities$2,850,116$235,661▼ $2,614,455
Accounts Payable and Accrued Expenses$67,595$39,549▼ $28,046
Deferred Revenue$19,200$12,000▼ $7,200
Total Liabilities$2,936,911$287,210▼ $2,649,701
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-2,462,649$19,441▲ $2,482,090
Total Net Assets Fund Balance$-2,462,649$19,441▲ $2,482,090
Total Liabilities and Net Assets / Fund Balance$474,262$306,651▼ $167,611
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Carol KhengPresident$112,308$112,308
Greg GagnePast President$88,788$88,788
Peggy TsaiFormer Past President$61,041$61,041
Clay Gillespie2nd Vice President$58,924$58,924
John Nichols1st Vice President$48,914$48,914
Aurora TancockSecretary$35,206$35,206

Board Members and Trustees

NameTitle
Stephen StahrCEO

Highest Paid Contractors

ContractorServicesLocationCompensation
Harvard Business School Publishing CorpoOnline Leadership Training Services20 GUEST STREET SUITE 700, Bringhton, MA 02135$160,000
Revenue and Support

Revenue Composition

Contributions and Grants
$3,198,678
Program Service Revenue
$274,600
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,198,678
Change in Net Assets
$2,482,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$991,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$550,330
Information Technology---$267,279
Conferences and Meetings---$123,640
Travel---$20,739
Office Expenses---$11,507
Other Expenses---$7,210
Fees for Services Accounting---$6,630
Fees for Services Other---$2,391
Fees for Services Legal---$1,462
Total Functional Expenses$0$0$0$991,188
International Activity

International Summary

Offices
0
Employees
0
Spending
$516,921

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram ServicesSeminars, Newsletters, Membership Support00$175,532
South AsiaProgram ServicesSeminars, Newsletters, Membership Support00$140,978
North AmericaProgram ServicesSeminars, Newsletters, Membership Support00$124,393
Europe (including Iceland & Greenland)Program ServicesSeminars, Newsletters, Membership Support00$48,375
Central America and the CaribbeanProgram ServicesSeminars, Newsletters, Membership Support00$17,968
Sub-saharan AfricaProgram ServicesSeminars, Newsletters, Membership Support00$6,911
Middle East and North AfricaProgram ServicesSeminars, Newsletters, Membership Support00$2,764
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Global Services Intercompany$202,056
Accrued Liabilities$33,605
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The mdrt global services is governed and managed by the million dollar round table executive committee which functions as the board of governance. The committee has five voting officers and includes the chief executive officer as ex-officio, non-voting member.”

Form 990, Part VI, Section A, Line 6

“The organization has one class of membership: qualifying. This class of membership shall be a privilege which may be granted or withheld each year by the executive committee.”

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

“The form 990 is prepared by the organization's independent accounting firm based on information supplied by management. A draft of the return is reviewed by management with any appropriate changes being incorporated into the document before being provided to the governing body prior to filing.”

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

“Each executive committee member is required to agree to the conflict of interest policy and acknowledges this by signing the conflict of interest policy statement on an annual basis. Compliance is monitored by the executive committee on an annual basis. The policy requires full and prompt disclosure to the executive committee of all relevant facts regarding any possible conflicts of interest. Each executive committee member agrees to inform in writing an officer of mdrt not affected by the conflict. They must then refrain from executive committee discussion with respect to the matter and refrain from voting on the matter.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Mdrt Global Services
EIN
84-2903878
Phone
8476926378
Address
325 W TOUHY AVE, PARK RIDGE, IL 60068

Signing Officer

Name
Stephen P Stahr
Title
CEO
Phone
8476926378
Signed
2025-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen P Stahr
Formed
2019
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
41

Preparer

Firm
Cliftonlarsonallen Llp
Address
2021 SPRING ROAD SUITE 200, OAK BROOK, IL 60523
Preparer
Melissa Struck
Phone
6305738600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization's executive committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Mdrt global services follows the requirements for accounting for uncertain tax positions. Mdrt has determined that it is not required to record a liability related to uncertain tax positions as of december 31, 2024 and 2023.”

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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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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt248375
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt32764
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt4124393
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt5140978
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt66911
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EAST ASIA AND THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3MIDDLE EAST AND NORTH AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt6SUB-SAHARAN AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt3SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt4SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt5SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt6SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt6PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0516921
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES OUTSIDE OF THE UNITED STATES.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0516921
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/DiscretionarySpendingAcctInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/FirstClassOrCharterTravelInd0X
IRS990ScheduleJ/IdemnificationGrossUpPmtsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0155566
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0838455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0115022
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt035036
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEPHEN STAHR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01144079
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE MEMBERS AND THE CEO CAN CHOOSE TO TRAVEL FIRST CLASS ON FLIGHTS WITH DURATIONS OF THREE HOURS OR LONGER (NONTAXABLE BENEFIT). SPOUSES CAN ACCOMPANY THE EXECUTIVE COMMITTEE MEMBERS ON THEIR TRAVELS (TAXABLE BENEFIT). EACH EXECUTIVE COMMITTEE MEMBER RECEIVES A GROSS UP PAYMENT RELATED TO THEIR SPOUSAL TRAVEL. EXECUTIVE COMMITTEE MEMBERS RECEIVE AN ADMINISTRATIVE ALLOWANCE TAXABLE TO THE INDIVIDUAL TO DEFRAY THE COST OF STAFF SUPPORT EXPENSES THEY MAY INCUR IN THE PERFORMANCE OF THEIR EXECUTIVE COMMITTEE DUTIES AND ORGANIZATION WORK. NO MEMBER OF THE ORGANIZATION OR OF THE EXECUTIVE COMMITTEE, OR OF ANY OTHER COMMITTEE, RECEIVES COMPENSATION FOR SERVICES RENDERED. THE AMOUNTS BUDGETED FOR THE MATTERS ABOVE ARE INCLUDED IN THE ORGANIZATION'S BUDGET. THE BUDGET IS APPROVED BY THE FINANCE COMMITTEE ON AN ANNUAL BASIS.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S AFFILIATE, MDRT, MAINTAINS AND FOLLOWS WRITTEN POLICIES REGARDING FIRST CLASS TRAVEL, SPOUSE TRAVEL, GROSS-UP PAYMENTS, AND DISCRETIONARY SPENDING ACCOUNTS.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2EXPENSE REPORTS MUST BE SUBMITTED IN ORDER TO RECEIVE REIMBURSEMENT FROM THE ORGANIZATION'S AFFILIATE, MDRT. RECEIPTS ARE REQUIRED FOR ITEMS $25 OR GREATER. RECEIPTS ARE REQUIRED FOR ALL PURCHASES MADE WITH THE ORGANIZATION'S CREDIT CARD.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt3THE FOLLOWING PERSON RECEIVED BENEFITS FROM OR OTHERWISE PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: STEPHEN STAHR - BENEFITS DO NOT VEST UNTIL RETIREMENT DATE IS REACHED.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 1B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc3PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleJ/TravelForCompanionsInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MDRT GLOBAL SERVICES IS GOVERNED AND MANAGED BY THE MILLION DOLLAR ROUND TABLE EXECUTIVE COMMITTEE WHICH FUNCTIONS AS THE BOARD OF GOVERNANCE. THE COMMITTEE HAS FIVE VOTING OFFICERS AND INCLUDES THE CHIEF EXECUTIVE OFFICER AS EX-OFFICIO, NON-VOTING MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP: QUALIFYING. THIS CLASS OF MEMBERSHIP SHALL BE A PRIVILEGE WHICH MAY BE GRANTED OR WITHHELD EACH YEAR BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION SUPPLIED BY MANAGEMENT. A DRAFT OF THE RETURN IS REVIEWED BY MANAGEMENT WITH ANY APPROPRIATE CHANGES BEING INCORPORATED INTO THE DOCUMENT BEFORE BEING PROVIDED TO THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH EXECUTIVE COMMITTEE MEMBER IS REQUIRED TO AGREE TO THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGES THIS BY SIGNING THE CONFLICT OF INTEREST POLICY STATEMENT ON AN ANNUAL BASIS. COMPLIANCE IS MONITORED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS. THE POLICY REQUIRES FULL AND PROMPT DISCLOSURE TO THE EXECUTIVE COMMITTEE OF ALL RELEVANT FACTS REGARDING ANY POSSIBLE CONFLICTS OF INTEREST. EACH EXECUTIVE COMMITTEE MEMBER AGREES TO INFORM IN WRITING AN OFFICER OF MDRT NOT AFFECTED BY THE CONFLICT. THEY MUST THEN REFRAIN FROM EXECUTIVE COMMITTEE DISCUSSION WITH RESPECT TO THE MATTER AND REFRAIN FROM VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0MILLION DOLLAR ROUND TABLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0842883648
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CREATE AND SELL PRODUCTS AND SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MDRT BUSINESS SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0325 W TOUHY AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PARK RIDGE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd060068
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0MILLION DOLLAR ROUND TABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MILLION DOLLAR ROUND TABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE MDRT ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MILLION DOLLAR ROUND TABLE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362138427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1814966111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2366080766
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0INSURANCE AND INVESTMENT PROFESSIONALS NETWORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1APPLICATION TO SUPPORT PROFESSIONAL COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2GRANT MAKING TO OTHER CHARITABLE ORGANIZATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0325 W TOUHY AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1325 W TOUHY AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2325 W TOUHY AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PARK RIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PARK RIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PARK RIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060068
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160068
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd260068
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00

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