ALLIANCE FOR LIFETIME INCOME: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR LIFETIME INCOME (EIN 82-3782009)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349303581
- Schema version
- 2021v4.2
- 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 | 2022-11-15T08:25:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823782009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR LIFETIME INCOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 2028713739 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 VERMONT AVE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200056344 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN STATLER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2028713739 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEAN | PersonFirstNm |
| Person Last | STATLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIANA KREUL | PreparerPersonNm |
| PTIN | P01204534 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2022-11-14 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEAN STATLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 VERMONT AVE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200056344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,897,111 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | HTTPS://WWW.PROTECTEDINCOME.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | HELP AMERICANS ADDRESS THE RISK OF OUTLIVING THEIR RETIREMENT INCOME, SO THEY CAN ENJOY THEIR RETIREMENT. CREATE AWARENESS FOR THE LOOMING RETIREMENT INCOME CRISIS IN AMERICA AND ADVANCE SOLUTIONS FOR THE 64% OF AMERICAN HOUSEHOLDS (80 MILLION) THAT ARE UNPROTECTED. EDUCATE AMERICANS ON HOW TO AVOID THE RISKS OF OUTLIVING THEIR SAVINGS, WITH PROTECTED LIFETIME INCOME FROM AN ANNUITY. SHIFT THE RETIREMENT PLANNING MINDSET FROM FOCUSING SOLELY ON ACCUMULATING SAVINGS TO ONE THAT INCLUDES PROTECTED INCOME. CREATE UNDERSTANDING FOR THE CRITICAL ROLE ANNUITIES PLAY IN A MODERN, COMPREHENSIVE RETIREMENT PORTFOLIO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | 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 | $23,136,120 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,869,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $61,300 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,111 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $23,197,420 | PYTotalRevenueAmt |
| CY Total Revenue | $19,897,111 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,791,467 | PYOtherExpensesAmt |
| CY Other Expenses | $20,192,696 | CYOtherExpensesAmt |
| PY Total Expenses | $21,791,467 | PYTotalExpensesAmt |
| CY Total Expenses | $20,192,696 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,405,953 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$295,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,754,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,619,918 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,279,459 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,440,613 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,474,890 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,179,305 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O, PART I, LINE I DESCRIPTION | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE ALLIANCE FOR LIFETIME INCOME ("THE ALLIANCE") IS A NONPROFIT 501(C)(6) ORGANIZATION FORMED AND SUPPORTED BY SOME OF THE NATION'S LEADING FINANCIAL SERVICES ORGANIZATIONS TO CREATE AWARENESS AND EDUCATE AMERICANS ABOUT THE IMPORTANCE OF PROTECTED LIFETIME INCOME. THE ALLIANCE IS FOCUSED ON HELPING TO EDUCATE AMERICANS ON THE RISK OF OUTLIVING THEIR INCOME SO THEY CAN ENJOY THEIR RETIREMENT LIVES. THE ALLIANCE PROVIDES CONSUMERS AND FINANCIAL ADVISORS WITH THE EDUCATIONAL RESOURCES, TOOLS, AND INSIGHTS THEY CAN USE TO BUILD PLANS FOR PROTECTED RETIREMENT INCOME. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028713739 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 VERMONT AVE NW 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200056344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DENNIS GLASS | ||||||
| CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROLINE FEENEY | ||||||
| CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN HOGAN | ||||||
| CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC STEIGERWALT | ||||||
| CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEAN STATLER | ||||||
| CEO | 45.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA KIVETT | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH PALMER | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 |
|---|---|---|---|---|---|
| CAMPBELL EWALD DETROIT | |||||
| 2000 BRUSH STREET STE 601 | DETROIT | MI | 48226 | ADVERTISING & MARKETING | $9,706,455 |
| DANIEL EDELMAN | |||||
| 21992 NETWORK PLACE | CHICAGO | IL | 60673 | PUBLIC RELATIONS | $1,897,763 |
| STATLER NAGLE | |||||
| 1100 VERMONT AVENUE NW STE 200 | WASHINGTON | DC | 20005 | MANAGEMENT SERVICES | $1,409,265 |
| ASSEMBLE | |||||
| 310 E 46TH STREET 4E | NEW YORK | NY | 10017 | SOCIAL MEDIA | $1,337,689 |
| MILLIMAN | |||||
| 1301 FIFTH AVE SUITE 3800 | SEATTLE | WA | 98101 | PROFESSIONAL SERVICES - RESEARCH | $607,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,869,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,869,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,869,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,111 | TotalRevenueColumnAmt |
| Exclusion | $28,111 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,897,111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,869,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,111 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,000 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,552 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,713 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,251,516 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,478 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,118,099 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,399 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SPONSORSHIP | $1,585,000 |
| SOCIAL AND DIGITAL MEDI | $1,413,983 |
| INSTITUTE PRODUCTS | $618,439 |
| FINANCE FEES | $170,046 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,471 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,192,696 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,984,871 | BOYAmt |
| EOY | $7,619,918 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,478 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,754,349 | BOYAmt |
| EOY | $7,619,918 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,459 | BOYAmt |
| EOY | $1,285,528 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,175,000 | BOYAmt |
| EOY | $5,155,085 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,279,459 | BOYAmt |
| EOY | $6,440,613 | 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 | $1,474,890 | BOYAmt |
| EOY | $1,179,305 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,474,890 | BOYAmt |
| EOY | $1,179,305 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,754,349 | BOYAmt |
| EOY | $7,619,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$295,585 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,897,111 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,897,111 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,897,111 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,192,696 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,192,696 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,192,696 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THE ALLIANCE'S TAX POSITIONS AND HAS CONCLUDED THAT THE ALLIANCE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATLER NAGLE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | PRINCIPAL PARTNER JEAN STATLER IS CEO | RelationshipDescriptionTxt |
| Transaction | $1,409,265 | TransactionAmt |
| Transaction | MANAGEMENT SERVICES & PROGRAM ACTIVITIES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | THROUGH A VERY COMPETITIVE PROCESS, THE ALI BOARD OF DIRECTORS SELECTED AND ENGAGED STATLER NAGLE LLC TO MANAGE THE ORGANIZATION AND DIRECT ITS PROGRAMS IN ORDER TO ATTAIN THE ABOVE-MENTIONED GOALS. JEAN STATLER, A PRINCIPAL MEMBER OF STATLER NAGLE LLC, IS CEO OF ALI BUT DOES NOT HAVE VOTING RIGHTS ON ITS GOVERNING BODY AND IS NOT COMPENSATED DIRECTLY BY ALI. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
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| FORM 990, PART VI | PRIOR TO FILING, THE FORM 990 IS REVIEWED BY MANAGEMENT, LEGAL COUNSEL, ITS THIRD PARTY ACCOUNTING SERVICES FIRM AND THE TREASURER. |
| FORM 990, PART VI, SECTION A, LINE 3 | A MONTHLY RETAINER OF $75,000 IN 2021 PLUS EXPENSES WAS PAID TO STATLER NAGLE. EMPLOYEES OF STATLER NAGLE WERE PAID FROM THE MONTHLY RETAINER FOR THE WORK PROVIDED TO THE ALLIANCE. THE ALLIANCE DOES NOT PAY SALARIES OR HAVE ANY EMPLOYEES. |
| FORM 990, PART VI, SECTION A, LINE 6 | SEE LINE 4.10.1 EXPLANATION BELOW |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ALLIANCE FOR LIFETIME INCOME HAS 2 MEMBERSHIP CLASSES AS OUTLINED BELOW: 1. EXECUTIVE MEMBERS - THIS CLASS OF MEMBERSHIP SHALL BE OPEN TO ANY MEMBER THAT IS A LIFE INSURANCE COMPANY AND PAYS THE DUES REQUIRED OF AN EXECUTIVE MEMBER, AS DETERMINED BY THE BOARD OF DIRECTORS, PURSUANT TO APPLICABLE SECTIONS OF THE BYLAWS. AN EXECUTIVE MEMBER SHALL BE ENTITLED TO APPOINT ONE (1) DIRECTOR, SUBJECT TO THE APPLICABLE SECTIONS OF THE BYLAWS AND ONE (1) REPRESENTATIVE TO THE OPERATING COMMITTEE. EACH EXECUTIVE MEMBER SHALL HAVE ONE (1) VOTE ON EACH MATTER REQUIRED OR PERMITTED TO BE APPROVED BY THE MEMBERS, BE COUNTED FOR QUORUM PURPOSES AT ANY MEETING OF MEMBERS, AND BE ENTITLED TO SUCH OTHER RIGHTS AND PRIVILEGES AS SET FORTH IN THE NONPROFIT CORPORATION ACT, THE BYLAWS, AND AS MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS. 2. ALLIANCE COMMITTEE MEMBERS - EACH ALLIANCE COMMITTEE MEMBER SHALL HAVE ONE (1) VOTE ON EACH MATTER REQUIRED OR PERMITTED TO BE APPROVED BY THE MEMBERS, BE COUNTED FOR QUORUM PURPOSES OF ANY MEETING OF MEMBERS, AND BE ENTITLED TO SUCH OTHER RIGHTS AND PRIVILEGES AS SET FORTH IN THE NONPROFIT CORPORATION ACT, THE BYLAWS, AND AS MAY BE ESTABLISHED BY THE BOARD OF DIRECTORS. AN ALLIANCE COMMITTEE MEMBER SHALL NOT HAVE THE RIGHT TO APPOINT A DIRECTOR TO THE BOARD OR A REPRESENTATIVE TO THE OPERATING COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS REVIEWED BY MANAGEMENT, LEGAL COUNSEL, ITS THIRD PARTY ACCOUNTING SERVICES FIRM AND THE TREASURER. |
| FORM 990, PART VI, SECTION B, LINE 12C | PURSUANT TO THE CONFLICT OF INTEREST POLICY, THE GOVERNING BOARD MUST REVIEW AND APPROVE ANY TRANSACTION BETWEEN THE ALLIANCE FOR LIFETIME INCOME AND AN ENTITY IN WHICH AN OFFICER OR DIRECTOR HAS A FINANCIAL INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS NO EMPLOYMENT POLICIES BECAUSE IT HAS NO EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |