AMERICAN COUNCIL OF LIFE INSURERS INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COUNCIL OF LIFE INSURERS INC (EIN 52-1044350)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-01
- IRS object ID
- 202343059349302149
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-01T15:29:44-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521044350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCIL OF LIFE INSURERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2026242000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CONSTITUTION AVENUE NW 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200012133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD L WALKER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2026242000 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | WALKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN NEELY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CONSTITUTION AVENUE NW 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200012133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,774,961 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ACLI.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES A UNIFIED MEMBERSHIP ASSOCIATION TO ADVANCE THE COMMON INTERESTS OF THE LIFE INSURANCE INDUSTRY. THE ACLI IS A UNIFIED VOICE ON ISSUES FROM RETIREMENT SECURITY TO TAX POLICY TO INTERNATIONAL TRADE. WE ARE BACKED BY AN INDUSTRY WITH MORE THAN 200 YEARS OF EXPERIENCE PROTECTING AMERICAN FAMILIES AND BUSINESSES. THE ACLI SHAPES PUBLIC DEBATE, STAYS AHEAD OF TRENDS, AND HELPS ITS MEMBERS COMPETE IN CHANGING TIMES. THE ACLI EXPANDS AWARENESS OF HOW THE PRODUCTS OFFERED BY LIFE INSURERS-LIFE INSURANCE, ANNUITIES, DISABILITY INCOME AND LONG-TERM CARE INSURANCE, PENSION, 401(K), 403(B), 457 PLANS, AND IRAS - HELP AMERICANS PLAN FOR AND ACHIEVE FINANCIAL AND RETIREMENT SECURITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 132 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,808,046 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,427,864 | CYProgramServiceRevenueAmt |
| PY Investment Income | $357,659 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,192,159 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,682,715 | PYOtherRevenueAmt |
| CY Other Revenue | -$343,661 | CYOtherRevenueAmt |
| PY Total Revenue | $48,848,420 | PYTotalRevenueAmt |
| CY Total Revenue | $44,892,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $257,892 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $348,875 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,819,480 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,500,108 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,701,032 | PYOtherExpensesAmt |
| CY Other Expenses | $16,181,044 | CYOtherExpensesAmt |
| PY Total Expenses | $47,778,404 | PYTotalExpensesAmt |
| CY Total Expenses | $49,030,027 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,070,016 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,137,983 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,566,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,935,282 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,306,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,073,401 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,260,542 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,861,881 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN COUNCIL OF LIFE INSURERS, INC. (ACLI), A NON-PROFIT ORGANIZATION INCORPORATED IN DELAWARE, PROVIDES A UNIFIED MEMBERSHIP ASSOCIATION TO ADVANCE THE COMMON INTERESTS OF THE LIFE INSURANCE INDUSTRY. THE ACLI IS A UNIFIED VOICE ON ISSUES FROM RETIREMENT SECURITY TO TAX POLICY TO INTERNATIONAL TRADE. WE ARE BACKED BY AN INDUSTRY WITH MORE THAN 200 YEARS OF EXPERIENCE PROTECTING AMERICAN FAMILIES AND BUSINESSES. THE ACLI SHAPES PUBLIC DEBATE, STAYS AHEAD OF TRENDS, AND HELPS ITS MEMBERS COMPETE IN CHANGING TIMES. THE ACLI EXPANDS AWARENESS OF HOW THE PRODUCTS OFFERED BY LIFE INSURERS- LIFE INSURANCE, ANNUITIES, DISABILITY INCOME AND LONG-TERM CARE INSURANCE, PENSION, 401(K), 403(B), 457 PLANS, AND IRAS-HELP AMERICANS PLAN FOR AND ACHIEVE FINANCIAL AND RETIREMENT SECURITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | STATE AFFAIRS:REPRESENTS THE INDUSTRY IN STATE AND LOCAL LEGISLATIVE MATTERS, RESEARCHES AND COMPILES STATISTICS FOR THE LIFE INSURANCE INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLIC AFFAIRS:CLEARINGHOUSE FOR EXCHANGE OF INDUSTRY IDEAS, STUDIES POSSIBLE SERVICE ENHANCEMENTS, PROMOTES INDUSTRY UNDERSTANDING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL AFFAIRS:REPRESENTS THE INDUSTRY IN FEDERAL LEGISLATIVE MATTERS, RESEARCHES AND COMPILES STATISTICS FOR THE LIFE INSURANCE INDUSTRY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 124 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 132 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD WALKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026242000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CONSTITUTION AVENUE NW 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200012133 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW SULLIVAN | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAUL QUARANTO JR | |||||||||
| CHAIRMAN-ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BIELEN | |||||||||
| CHAIRMAN-ELECT DESIGNATE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| J SCOTT DAVISON | |||||||||
| IMMEDIATE PAST CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| THEODORE A MATHAS | |||||||||
| IMMEDIATE PAST CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRANDON CARTER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN CARTER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL FOSBURY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILL FULLER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM LESTER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD MCKENNEY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEAN FRANCOIS POULIN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN SCHLIFSKE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAMY TADROS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY BHOJWANI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER CRANDALL | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ESFAND DINSHAW | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN HOGAN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW MCMAHON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH MONK | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NEIL SPRACKLING | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS SWANK | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM WHEELER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARRYL BUTTON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN COOPER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG DESANTO | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC-ANDRE GIGUERE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIANNE HARRISON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL HOUSTON | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JASMINE JIRELE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALLAN LEVINE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC STEIGERWALT | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS CHITTENDEN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS GLASS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES HOHMANN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET MEISTER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA PRIESKORN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA RASMUSSEN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER SCHAEFER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA TURNER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN WOERNER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN NEELY | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $3,900,818 | $0 | $1,296,479 | 2.00 | |||
| DAVID C TURNER | |||||||||
| COO & CORPORATE SECRETARY | 40.00 | Yes (X) | $853,599 | $0 | $147,313 | 2.00 | |||
| DONALD L WALKER | |||||||||
| SVP, ADMINISTRATION & CFO | 40.00 | Yes (X) | $625,067 | $0 | $125,130 | ||||
| JOYCE Y MEYER | |||||||||
| EVP, GOVERNMENT RELATIONS | 40.00 | $981,621 | $0 | $72,387 | Yes (X) | ||||
| PAUL S GRAHAM | |||||||||
| SVP, POLICY DEVELOPMENT | 40.00 | $636,657 | $0 | $114,042 | Yes (X) | ||||
| JILL A KOZENY | |||||||||
| EVP, COMMUNICTNS & PUBLIC AFFAIRS | 40.00 | $539,103 | $0 | $38,557 | Yes (X) | ||||
| LEAH J WALTERS | |||||||||
| SVP, STATE RELATIONS | 40.00 | $434,106 | $0 | $86,019 | Yes (X) | ||||
| JULIE A SPIEZIO | |||||||||
| SVP & GENERAL COUNSEL | 40.00 | $350,515 | $0 | $28,528 | Yes (X) | ||||
| MARIANA E GOMEZ | |||||||||
| SVP, POLICY DEVELOPMENT | 40.00 | $316,614 | $0 | $80,161 | Yes (X) | ||||
| REGINA Y ROSE | |||||||||
| SVP, TAXES & RETIREMENT SE | 40.00 | $513,690 | $0 | $70,634 | Yes (X) | ||||
| KIMBERLY W ROSS | |||||||||
| SVP, FEDERAL RELATIONS | 40.00 | $498,091 | $0 | $33,750 | Yes (X) | ||||
| J BRUCE FERGUSON | |||||||||
| SVP, ECONOMIC EMPOWERMENT | 40.00 | $497,952 | $0 | $101,366 | Yes (X) | ||||
| PATRICK C REEDER | |||||||||
| VP & DEPUTY GENERAL COUNSE | 40.00 | $402,062 | $0 | $66,987 | Yes (X) | ||||
| CYNTHIA L GOFF | |||||||||
| VP, SUPP PRODUCTS & GROUP INSURAN | 40.00 | $369,956 | $0 | $38,111 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,919,851 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,299,464 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 73 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PLUS COMMUNICATIONS LLC | |||||
| 3001 WASHINGTON BLVD | ARLINGTON | VA | 22201 | STRATEGIC COMMUNICATIONS CONSULTING | $853,150 |
| GMMB INC | |||||
| 3050 K STREET NW | WASHINGTON | DC | 20007 | STRATEGIC COMMUNICATIONS CONSULTING | $761,643 |
| INVARIANT LLC | |||||
| 901 7TH STREET NW | WASHINGTON | DC | 20001 | ADVOCACY LOBBYING | $372,681 |
| AKIN GUMP STRAUSS HAUER | |||||
| 1333 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20036 | ADVOCACY LOBBYING | $324,000 |
| MGM RESORTS INT'L (ARIA RESORT & CASINO) | |||||
| 3730 LAS VEGA BLVD S | LAS VEGAS | NV | 89158 | HOTEL AND CONFERENCE FACILITIES | $246,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DUES | 900099 | $46,556,982 | $46,556,982 |
| REGISTRATION FEES | 900099 | $2,111,943 | $2,111,943 |
| AFFILIATE PROGRAM | 900099 | $1,564,110 | $1,564,110 |
| INTERNATIONAL PROGRAM | 900099 | $104,959 | $104,959 |
| PUBLICATION SALES | 900099 | $89,870 | $89,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,427,864 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,592 | TotalRevenueColumnAmt |
| Exclusion | $70,592 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,707,824 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,636,216 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$928,392 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$928,392 | TotalRevenueColumnAmt |
| Exclusion | -$928,392 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,732,430 | SecuritiesAmt |
| Other | $251,520 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,044,829 | SecuritiesAmt |
| Other | $9,201,872 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,687,601 | SecuritiesAmt |
| Other | -$8,950,352 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,262,751 | TotalRevenueColumnAmt |
| Exclusion | -$5,262,751 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPECIAL PROJECT | 900099 | $461,980 | $461,980 |
| RETIREE BENEFIT | 900099 | $110,527 | $110,527 |
| OTHER REVENUE | 900099 | $12,224 | $12,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $584,731 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,892,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,012,595 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$6,120,551 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,875 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,230,130 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,268,523 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,937,930 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716,966 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,559 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,316 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,173 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,077,093 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,461 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,942,370 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,762 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,335 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,026 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,261,697 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,069 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,972,068 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,072 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,092 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEDERAL & DC TAXES | $4,293 |
| GRASSROOTS ADVOCACY | $742,518 |
| ISSUE MANAGEMENT | $687,338 |
| EXCISE TAX | $637,590 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,771 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,030,027 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800 | BOYAmt |
| EOY | $452 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,947,221 | BOYAmt |
| EOY | $16,280,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,463 | BOYAmt |
| EOY | $472,509 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,349 | BOYAmt |
| EOY | $813,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,932,709 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,226,869 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,396 | BOYAmt |
| EOY | $705,840 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,521,498 | BOYAmt |
| EOY | $32,112,321 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $325,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,112 | BOYAmt |
| EOY | $11,224,616 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,566,839 | BOYAmt |
| EOY | $61,935,282 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,421,691 | BOYAmt |
| EOY | $7,354,578 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,278 | BOYAmt |
| EOY | $916,946 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,641,328 | BOYAmt |
| EOY | $21,801,877 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,306,297 | BOYAmt |
| EOY | $30,073,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,934,780 | BOYAmt |
| EOY | $31,538,767 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,762 | BOYAmt |
| EOY | $323,114 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,260,542 | BOYAmt |
| EOY | $31,861,881 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,566,839 | BOYAmt |
| EOY | $61,935,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,137,983 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,226,584 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,860,613 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $826,519 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $14,750 | PoliticalExpendituresAmt |
| Expended527 Activities | $14,750 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $14,750 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| MARK MULLET FOR SENATE | |||||
| 3129 NE HARRISON STREET | ISSAQUAH | WA | 98029 | 454091046 | $1,000 |
| FRIENDS TO ELECT KRISTINE REEVES | |||||
| 1815 SW CAMPUS DRIVE 26332 | FEDERAL WAY | WA | 98093 | 812277473 | $1,000 |
| HOUSE REPUBLICAN ORGANIZATIONAL COMMITTEE | |||||
| PO BOX 7222 | OLYMPIA | WA | 98507 | 916177625 | $1,000 |
| HOUSE DEMOCRATIC CAMPAIGN COMMITTEE | |||||
| 4103 1ST AVENUE SOUT SUITE D | SEATTLE | WA | 98134 | 916178946 | $1,000 |
| SENATE REPUBLICAN CAMPAIGN COMMITTEE | |||||
| PO BOX 11025 | OLYMPIA | WA | 98508 | 910987396 | $1,000 |
| WASHINGTON SENATE DEMOCRATIC CAMPAIGN | |||||
| 5628 AIRPORT WAY SOUTH SUITE 108 | SEATTLE | WA | 98134 | 462614068 | $1,000 |
| JOHN BRAUN FOR STATE SENATE | |||||
| PO BOX 234 | CHEHALIS | WA | 98532 | 455101339 | $1,000 |
| AMY WALEN FOR STATE HOUSE | |||||
| PO BOX 853 | REDMOND | WA | 98073 | 824989832 | $500 |
| FRIENDS OF CHRIS CORRY | |||||
| PO BOX 1051 | YAKIMA | WA | 98907 | 825239321 | $500 |
| FRIENDS OF CINDY RYU | |||||
| PO BOX 33548 | SEATTLE | WA | 98133 | 202771557 | $500 |
| COMMITTEE TO ELECT JOHN LOVICK | |||||
| 2403 157TH PLACE SE | MILL CREEK | WA | 98012 | 900040477 | $500 |
| COMMITTEE TO ELECT JT WILCOX | |||||
| PO BOX 747 | MCKENNA | WA | 98558 | 811755579 | $500 |
| LEADING MICHIGAN FORWARD FUND | |||||
| 620 NORTH KANE ROAD | WEBBERVILLE | MI | 48892 | 473449374 | $2,000 |
| ELIOT BOSTAR FOR LEGISLATURE | |||||
| 3800 SOUTH 42ND STREET | LINCOLN | NE | 68506 | 841882988 | $750 |
| HARDIN FOR LEGISLATURE | |||||
| 2770 CLUBHOUSE DRIVE | GERING | NE | 69341 | 873979883 | $250 |
| MATT WILLIAMS FOR REGENT | |||||
| 900 LAKE AVENUE PO BOX 81 | GOTHENBURG | NE | 69138 | 463974501 | $250 |
| DEMOCRATIC ASSEMBLY CAMPAIGN COMMITTEE (HOUSEKEEPING ACCOUNT) | |||||
| 107 WASHINGTON AVENUE SUITE 1 LL | ALBANY | NY | 12210 | 133041656 | $1,000 |
| NYS DEMOCRATIC SENATE CAMPAIGN COMMITTEE (HOUSEKEEPING ACCOUNT) | |||||
| 111 WASHINGTON AVENUE SUITE 409 | ALBANY | NY | 12210 | 112924245 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $46,556,982 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $7,893,749 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $7,893,749 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $7,893,749 | AggregateReportedDuesNtcAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,718,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,181,088 | DepreciationAmt |
| Book Value | $537,475 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $520,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $396,245 | DepreciationAmt |
| Book Value | $124,176 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $693,725 | OtherCostOrOtherBasisAmt |
| Depreciation | $649,536 | DepreciationAmt |
| Book Value | $44,189 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $705,840 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $32,112,321 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $32,112,321 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RENT RECEIVABLE | $523,354 |
| ROU ASSET | $10,701,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,224,616 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED SERP | $757,655 |
| ACCRUED POST-RETIREMENT BENEFIT COSTS | $3,568,782 |
| DEFERRED COMPENSATION LIABILITY | $1,234,838 |
| TENANT RENT DEPOSITS | $126,797 |
| EXCISE TAXES | $906,613 |
| LEASE LIABILITY | $15,207,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,801,877 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,852,134 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,226,584 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,565,443 | OtherRevenueAmt |
| Revenue Not Reported | -$4,661,141 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,513,275 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $214,461 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$8,835,692 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$8,621,231 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $44,892,044 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $50,289,533 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,473,967 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,473,967 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,815,566 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $214,461 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $214,461 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $49,030,027 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITIES REVENUE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 3,565,443. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RETIREE BENEFIT REVENUE 110,531. REVERSAL OF DISPOSAL OF ASI INVESTMENT ELIMINATED IN CONSOLIDATION -8,946,223. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITIES EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS 1,584,498. RETIREE BENEFIT REVENUE -110,531. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $10,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $17,390 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | $542 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $2,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $30,300 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $30,300 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Purpose Of Grant | DEVELOPMENT OF INSURANCE EDUCATION IN CHINA | PurposeOfGrantTxt |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION MAKES CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS TO VARIOUS ORGANIZATIONS OUTSIDE THE UNITED STATES. SMALL CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS REQUIRE THE APPROVAL OF A SINGLE SENIOR STAFF MEMBER. ANY PAYMENT GREATER THAN $100,000 REQUIRES THE APPROVAL OF THE EXECUTIVE VP, CORPORATE SECRETARY, TREASURER, CEO, COO OR CHIEF OF STAFF. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MOUNT VERNON LADIES ASSOCIATION | ||||||||
| 3600 MOUNT VERNON MEMORIAL HIGHWAY | MT VERNON | VA | 22121 | 530245017 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| FORDS THEATER | ||||||||
| 514 TENTH STREET NW | WASHINGTON | DC | 20004 | 526073157 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| CONGRESSIONAL COALITION ON ADOPTION INSTITUTE | ||||||||
| 311 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 542035617 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| AMERICAN COUNCIL FOR CAPITAL FORMATION | ||||||||
| 1001 CONNECTICUT AVE | WASHINGTON | DC | 20036 | 520991278 | 501(C)(6) | $15,000 | $0 | GENERAL SUPPORT |
| JUNIOR ACHIEVEMENT USA | ||||||||
| ONE EDUCATION WAY | COLORADO SPRINGS | CO | 80906 | 841267604 | 501(C)(3) | $57,525 | $0 | GENERAL SUPPORT |
| US CAPITOL HISTORICAL SOCIETY | ||||||||
| 200 MARYLAND AVENUE NE | WASHINGTON | DC | 20002 | 520796820 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 8180 GREENSBORO DR SUITE 400 | MCLEAN | VA | 22103 | 133039601 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| GLOBAL CHILD NUTRITION FOUNDATION | ||||||||
| PO BOX 99435 | SEATTLE | WA | 98139 | 205094658 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| WOMEN'S INSTITUTE FOR A SECURE RETIREMENT | ||||||||
| 1146 19TH STREET NW | WASHINGTON | DC | 20036 | 521997317 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| CONGRESSIONAL MANAGEMENT FOUNDATION | ||||||||
| 216 7TH STREET SE 2ND FLOOR | WASHINGTON | DC | 20003 | 521076614 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| BIPARTISAN POLICY CENTER | ||||||||
| 1225 EYE STREET NW | WASHINGTON | DC | 20005 | 731628382 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| ENGAGE FOR COMMON SENSE SOLUTIONS | ||||||||
| 1111 19TH STREET NW | WASHINGTON | DC | 20005 | 832047441 | 501(C)(4) | $75,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAKES CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS TO VARIOUS ORGANIZATIONS. SMALL CONTRIBUTIONS, GRANTS AND SPONSORSHIP PAYMENTS REQUIRE THE APPROVAL OF A SINGLE SENIOR STAFF MEMBER. ANY PAYMENT GREATER THAN $100,000 REQUIRES THE APPROVAL OF THE EXECUTIVE VP, CORPORATE SECRETARY, TREASURER, CEO, COO OR CHIEF OF STAFF. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN NEELY | ||||||||||||||
| PRESIDENT & CEO | $1,478,625 | $0 | $1,309,400 | $0 | $1,112,793 | $0 | $1,260,516 | $0 | $36,922 | $0 | $5,198,256 | $0 | $1,034,581 | $0 |
| JOYCE Y MEYER | ||||||||||||||
| EVP, GOVERNMENT RELATIONS | $720,687 | $0 | $232,800 | $0 | $28,134 | $0 | $72,074 | $0 | $1,591 | $0 | $1,055,286 | $0 | $26,892 | $0 |
| DAVID C TURNER | ||||||||||||||
| COO & CORPORATE SECRETARY | $596,148 | $0 | $193,700 | $0 | $63,751 | $0 | $104,702 | $0 | $44,249 | $0 | $1,002,550 | $0 | $60,713 | $0 |
| PAUL S GRAHAM | ||||||||||||||
| SVP, POLICY DEVELOPMENT | $439,858 | $0 | $133,600 | $0 | $63,199 | $0 | $79,138 | $0 | $36,992 | $0 | $752,787 | $0 | $38,923 | $0 |
| DONALD L WALKER | ||||||||||||||
| SVP, ADMINISTRATION & CFO | $433,098 | $0 | $130,000 | $0 | $61,969 | $0 | $78,219 | $0 | $48,699 | $0 | $751,985 | $0 | $36,490 | $0 |
| J BRUCE FERGUSON | ||||||||||||||
| SVP, ECONOMIC EMPOWERMENT | $354,581 | $0 | $111,800 | $0 | $31,571 | $0 | $62,270 | $0 | $40,161 | $0 | $600,383 | $0 | $27,072 | $0 |
| REGINA Y ROSE | ||||||||||||||
| SVP, TAXES & RETIREMENT SE | $366,644 | $0 | $109,800 | $0 | $37,246 | $0 | $53,084 | $0 | $20,538 | $0 | $587,312 | $0 | $12,244 | $0 |
| JILL A KOZENY | ||||||||||||||
| EVP, COMMUNICTNS & PUBLIC AFFAIRS | $423,096 | $0 | $107,600 | $0 | $8,407 | $0 | $36,976 | $0 | $2,859 | $0 | $578,938 | $0 | $4,577 | $0 |
| KIMBERLY W ROSS | ||||||||||||||
| SVP, FEDERAL RELATIONS | $365,908 | $0 | $108,300 | $0 | $23,883 | $0 | $29,538 | $0 | $7,200 | $0 | $534,829 | $0 | $1,441 | $0 |
| LEAH J WALTERS | ||||||||||||||
| SVP, STATE RELATIONS | $331,768 | $0 | $98,600 | $0 | $3,738 | $0 | $41,373 | $0 | $46,084 | $0 | $521,563 | $0 | $0 | $0 |
| PATRICK C REEDER | ||||||||||||||
| VP & DEPUTY GENERAL COUNSE | $335,368 | $0 | $55,200 | $0 | $11,494 | $0 | $32,681 | $0 | $37,294 | $0 | $472,037 | $0 | $2,971 | $0 |
| CYNTHIA L GOFF | ||||||||||||||
| VP, SUPP PRODUCTS & GROUP INSURAN | $306,054 | $0 | $59,400 | $0 | $4,502 | $0 | $24,461 | $0 | $14,928 | $0 | $409,345 | $0 | $0 | $0 |
| MARIANA E GOMEZ | ||||||||||||||
| SVP, POLICY DEVELOPMENT | $268,663 | $0 | $46,000 | $0 | $1,951 | $0 | $34,348 | $0 | $50,801 | $0 | $401,763 | $0 | $0 | $0 |
| JULIE A SPIEZIO | ||||||||||||||
| SVP & GENERAL COUNSEL | $176,376 | $0 | $131,900 | $0 | $42,239 | $0 | $23,657 | $0 | $5,297 | $0 | $379,469 | $0 | $37,453 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS AIR TRAVEL IS PERMITTED BASED ON SEAT AVAILABILITY. SUSAN NEELY CHOSE TO FLY FIRST CLASS ON SOME FLIGHTS DURING THE YEAR. SUSAN NEELY RECEIVED THE BENEFIT OF SOCIAL CLUB DUES IN THE AMOUNT OF $10,000. THIS AMOUNT WAS INCLUDED IN BOX 5 OF W-2. |
| PART I, LINE 4B | SUSAN NEELY PARTICIPATES IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. ACLI CONTRIBUTED $724,045 TO THE PLANS DURING THE YEAR. THE FOLLOWING EMPLOYEES RECEIVED A PAYMENT FROM NONQUALIFIED RETIREMENT PLAN: SUSAN NEELY - $1,034,381 DAVID C. TURNER - $60,713 DONALD L. WALKER - $36,490 JOYCE Y. MEYER - $26,892 PAUL S. GRAHAM - $38,923 JILL A. KOZENY - $4,577 REGINA Y. ROSE - $12,244 KIMBERLY W. ROSS - $1,441 J. BRUCE FERGUSON - $27,072 PATRICK C. REEDER - $2,971 JULIE A. SPIEZIO - $37,453 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ACLI MEMBER COMPANIES ARE THE LEADING PROVIDERS OF FINANCIAL AND RETIREMENT SECURITY PRODUCTS COVERING INDIVIDUAL AND GROUP MARKETS. THEY PROVIDE LIFE INSURANCE, LONG-TERM CARE INSURANCE, DISABILITY INCOME INSURANCE, ANNUITIES, PENSIONS SUCH AS 401(K), 403(B), AND 457 PLANS, IRAS, AND REINSURANCE. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO EACH MEMBER OF THE FINANCE COMMITTEE PRIOR TO ITS FILING WITH THE IRS. THE BOARD HAS DELEGATED TO THE FINANCE COMMITTEE THE AUTHORITY FOR RESPONSIBILITY AND OVERSIGHT OF THE AUDIT AND FILING OF THE ANNUAL TAX RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ACLI REQUIRES ALL EXEMPT STAFF TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. STAFF IS ALSO REQUIRED ANNUALLY TO SIGN A FORM INDICATING WHETHER ANY CONFLICTS EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ACLI HAS A COMPENSATION COMMITTEE MADE UP OF A CROSS-SECTION OF THE ACLI BOARD OF DIRECTORS DELEGATED TO OVERSEE POLICIES AND TAKE ACTIONS WITH RESPECT TO ACLI PERSONNEL, EMPLOYEE BENEFIT PLANS AND BUDGETS, AND COMPENSATION RELATING TO OFFICERS AT OR ABOVE THE LEVEL OF SENIOR VICE PRESIDENT FOR THE FORTHCOMING YEAR. THE COMMITTEE MUST MEET AT LEAST ONCE PER YEAR. ACLI UTILIZES THE SERVICES OF A COMPENSATION CONSULTANT SPECIALIZING IN NONPROFIT ORGANIZATIONS TO ASSIST THE COMMITTEE IN MAINTAINING A DISCIPLINED AND THOROUGH APPROACH TO MAKING COMPENSATION DECISIONS. THE COMPENSATION CONSULTANT PROCESS INVOLVES COMPARING THE CURRENT CASH COMPENSATION AND TOTAL REMUNERATION OF THE ACLI OFFICERS AND EXECUTIVE STAFF WITH DATA DERIVED FROM A SURVEY OF COMPARABLE TRADE AND FINANCIAL INDUSTRY ASSOCIATIONS. THE COMMITTEE ALSO REVIEWS THE PERFORMANCE OF THE ORGANIZATION AS AN ADDITIONAL FACTOR IN DECIDING THE LEVEL OF STAFFING COMPENSATION. NO CHANGES TO COMPENSATION CAN BE MADE WITHOUT THE APPROVAL OF THE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ACLI WILL PROVIDE A COPY OF ITS FORM 990 UPON REQUEST OR MAKE IT AVAILABLE FOR INSPECTION AT ITS OFFICES IN COMPLIANCE WITH IRC SECTION 6104(D). ACLI DOES NOT MAKE AVAILABLE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES OR AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, LINE 1A AND PART VII, COLUMN A, NUMBER OF BOARD MEMBERS: | THERE WERE FORTY-ONE BOARD MEMBERS WHO SERVED AT ANY TIME DURING THE CALENDAR YEAR. ALL BOARD MEMBERS WHO SERVED DURING THE CALENDAR YEAR ARE SHOWN IN PART VII, COLUMN A. THE NEW MEMBERS START THEIR TERMS AND FINISH THEIR TERMS IN OCTOBER EACH YEAR, BUT AT ANY GIVEN TIME ACLI, INC. HAS ONLY 31 ACTIVE BOARD MEMBERS. |
| FORM 990, PART XI, LINE 9: | POSTRETIREMENT BENEFIT RELATED CHANGES 826,519. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL PENSION FOUNDATION | ||||||||||
| 101 CONSTITUTION AVE NW SUITE 700 | WASHINGTON | DC | 20001 | 522287615 | DEVELOPMENT OF PENSION SYSTEMS IN UNDER-DEVELOPED COUNTRIES | DC | 501(C)(3) | LINE 7 | AMERICAN COUNCIL OF LIFE INSURERS | Yes (1) |
| AMERICANS TO PROTECT FAMILY SECURITY | ||||||||||
| 101 CONSTITUTION AVE NW SUITE 700 | WASHINGTON | DC | 20001 | 461362634 | EDUCATE POLICYMAKERS ABOUT THE ROLE OF LIFE INSURANCE TO AMERICANS | DC | 501(C)(4) | AMERICAN COUNCIL OF LIFE INSURERS | Yes (1) | |
| ACLI PAC | ||||||||||
| 101 CONSTITUTION AVE NW SUITE 700 | WASHINGTON | DC | 20001 | 521292287 | COLLECTING VOLUNTARY CONTRIBUTIONS FOR POLITICAL CANDIDATES AND COMMITTEES | DC | 527 | AMERICAN COUNCIL OF LIFE INSURERS | Yes (1) | |
| 360 COMMUNITY CAPITAL | ||||||||||
| 101 CONSTITUTION AVE NW SUITE 700 | WASHINGTON | DC | 20001 | 882294375 | NCREASE IMPACT INVESTMENTS INTO LOW-INCOME COMMUNITIES | DC | 501(C)(3) | LINE 7 | AMERICAN COUNCIL OF LIFE INSURERS | Yes (1) |
| ACLI POLITICAL ACTIVITY FUND | ||||||||||
| 101 CONSTITUTION AVE NW SUITE 700 | WASHINGTON | DC | 20001 | 264437423 | COLLECTING VOLUNTARY CONTRIBUTIONS FOR POLITICAL CANDIDATES AND COMMITTEES | DC | 527 | AMERICAN COUNCIL OF LIFE INSURERS | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACLI SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CONSTITUTION AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522324658 | EIN |
| Primary Activities | FACILITIES MANAGEMENT - DISSOLVED 12/31/22 | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCIL OF LIFE INSURERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $124,697 | ShareOfTotalIncomeAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ACLI SERVICES INC | ||
| Q | $91,278 | CASH |
| ACLI POLITICAL ACTIVITY FUND | ||
| R | $336,922 | CASH |
| ACLI SERVICES INC | ||
| S | $253,860 | CASH & FMV |