FINSECA PAC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FINSECA PAC (EIN 85-2061667)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349300913
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T07:22:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852061667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINSECA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FINS | BusinessNameControlTxt |
| Phone | 7036419400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 K STREET NW 625 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC CADIN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7036419400 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MARC CADIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 K STREET NW 625 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,164,644 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.FINSECA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2020 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF FINSECA IS TO ADVOCATE FOR THE FINANCIAL SECURITY PROFESSION, DEVELOP AND GROW ITS LEADERS, AND PROMOTE THE NOBLE AND NECESSARY WORK OF ITS MEMBERS TO PROVIDE FINANCIAL AND RETIREMENT SECURITY FOR THE INDIVIDUALS, FAMILIES, AND BUSINESSES SERVED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,678,833 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,840,950 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,291,293 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,490,272 | CYProgramServiceRevenueAmt |
| PY Investment Income | $779,600 | PYInvestmentIncomeAmt |
| CY Investment Income | $651,151 | CYInvestmentIncomeAmt |
| PY Other Revenue | $122,591 | PYOtherRevenueAmt |
| CY Other Revenue | $182,271 | CYOtherRevenueAmt |
| PY Total Revenue | $18,872,317 | PYTotalRevenueAmt |
| CY Total Revenue | $20,164,644 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $600,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,590,795 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,656,001 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,737,293 | PYOtherExpensesAmt |
| CY Other Expenses | $8,643,037 | CYOtherExpensesAmt |
| PY Total Expenses | $20,328,088 | PYTotalExpensesAmt |
| CY Total Expenses | $17,899,038 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,455,771 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,265,606 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,567,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,942,880 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,193,155 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,688,349 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,625,474 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $254,531 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF FINSECA IS TO ADVOCATE FOR THE FINANCIAL SECURITY PROFESSION, DEVELOP AND GROW ITS LEADERS, AND PROMOTE THE NOBLE AND NECESSARY WORK OF ITS MEMBERS TO PROVIDE FINANCIAL AND RETIREMENT SECURITY FOR THE INDIVIDUALS, FAMILIES, AND BUSINESSES SERVED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEMBER LEARNING AND EXPERIENCE: FINSECA PROVIDES MEETINGS TO KEEP INSURANCE PROFESSIONALS ON THE LEADING EDGE OF TRENDS AND SKILLS BY PROVIDING THEM WITH AN EDUCATION AND NETWORKING FOR PARTICIPANTS. FINSECA PROVIDES A FORUM FOR MEMBERS TO EXCHANGE INFORMATION AND AN OPPORTUNITY FOR MEMBERS TO PARTICIPATE IN PROFESSIONAL DEVELOPMENT ACTIVITIES. FINSECA PROVIDES NUMEROUS PRODUCTS AND PUBLICATIONS THAT ARE CREATED SPECIFICALLY TO FURTHER THE PROFESSIONAL DEVELOPMENT OF FIELD LEADERS IN INSURANCE AND FINANCIAL SERVICES. THESE PRODUCTS INCLUDE ONLINE ASSESSMENT TOOLS, AUDIOVISUAL PRODUCTS, AND A BOOK SERIES THAT PRESENT A BROAD COLLECTION OF PROVEN PRACTICES FROM VETERAN INDUSTRY LEADERS. FINSECA PROVIDES MEMBERS WITH PRACTICAL, APPLICATION-ORIENTED ARTICLES ON TOPICS SUCH AS RECRUITING, SELECTION, LEADERSHIP AND RETENTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVOCACY: THE MISSION OF FINSECA EFFORTS IN THE LEGISLATIVE AND REGULATORY AFFAIRS ARENA IS TO PROMOTE AND ADVOCATE FOR OUR MEMBERS, THEIR CLIENTS, AND THE BROADER INSURANCE COMMUNITY ON PUBLIC POLICY ISSUES ASSOCIATED WITH THE USE OF LIFE INSURANCE TO PROVIDE LONG-TERM SAVINGS, PROTECTION, AND FINANCIAL AND RETIREMENT SECURITY, IN THE INDIVIDUAL, FAMILY AND BUSINESS CONTEXT. MEMBERSHIP-RUN ISSUES COMMITTEES IN EACH OF THESE AREAS WORK IN CONJUNCTION WITH FINSECA STAFF AND COUNSEL TO MONITOR PUBLIC POLICY DEVELOPMENTS AND RECOMMEND POSITIONS AND ACTIONS UP THROUGH GOVERNMENT AFFAIRS COMMITTEE AND TO THE FINSECA BOARD THAT ARE DESIGNED TO ACHIEVE THE MOST FAVORABLE LEGISLATIVE AND REGULATORY RESULTS.EXAMPLES OF SPECIFIC LEGISLATIVE, REGULATORY AND PUBLIC AFFAIRS ISSUES UNDERTAKEN BY FINSECA INCLUDE MATTERS AFFECTING ESTATE PLANNING, DEFERRED COMPENSATION, BUSINESS USES OF LIFE INSURANCE, QUALIFIED PLANS, TAX TREATMENT AND REGULATION OF LIFE INSURANCE PRODUCTS AND PRODUCERS AND THE UNDERSTANDING OF LIFE INSURANCE BY CONGRESS AND THE GENERAL PUBLIC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLIC AFFAIRS AND MARKETING: FINSECA'S COMMUNICATION EFFORTS HELP RAISE INDUSTRY AWARENESS OF THE ORGANIZATION'S EFFORTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| DescDesc |
|---|
| GLOBAL: CONSISTS OF MEMBERSHIP DUES, AWARDS, LICENSING FEES FOR PROGRAM SALES, AND EVENTS AND MEETINGS. PROVIDES MEMBERS WITH CUSTOMIZED BUSINESS AND LEADERSHIP SOLUTIONS THAT ARE CUTTING-EDGE AND DESIGNED TO HELP THEM, THEIR TEAM MEMBERS, AND THEIR BUSINESS TO OUTPERFORM ON A GLOBAL BASIS. |
| EVENTS: LEADERS AND MANAGERS PROGRAM (LAMP) AND ADVANCED MARKET SUMMIT. LAMP IS AN EVENT THAT FINSECA HOSTS IN THE EARLY SPRING EACH YEAR. THE EVENT ATTRACTS DOMESTIC AND GLOBAL FINANCIAL LEADERS. ATTENDEES HEAR FROM SEVERAL KEYNOTE SPEAKERS ON VARIOUS TOPICS SUCH AS LEADERSHIP MOTIVATION, AND EXPERTS IN THE FINANCIAL PROFESSION. ADVANCED MARKET SUMMIT IS AN EVENT HELD IN LATE SPRING EACH YEAR. THIS EVENT ATTRACTS TOP FINANCIAL ADVISORS WHO ATTEND THE EVENT TO HEAR FROM FELLOW HIGH PERFORMING ADVISORS, RESEARCH EXPERTS, AND SPEAKERS WHO PROVIDE EXPERT ANALYSIS ON FEDERAL AND STATE LEGISLATIVE AND REGULATORY MATTERS. IN CONJUNCTION WITH THE EVENT, FINSECA OFFERS A "DAY ON THE HILL" FOR ATTENDEES WHO WISH TO MEET WITH THEIR LEGISLATIVE REPRESENTATIVES. |
| ISSUES CAMPAIGN: FINSECA IS REQUIRED TO ELEVATE EFFORTS DUE TO SPECIFIC LEGISLATIVE AND REGULATORY THREATS AGAINST THE INDUSTRY. THESE ARE CLASSIFIED AS "ISSUES CAMPAIGN", I.E. DOL, TAX REFORM, ETC. INDIVIDUALS AND CORPORATE CONTRIBUTIONS ARE MADE TO SUPPORT CAMPAIGN MANAGEMENT, QUALITATIVE RESEARCH, POLLING, POLICY PARTNERSHIPS, EARNED MEDIA, ETC. TO MAXIMIZE THE PROFESSION'S IMPACT ON CAPITOL HILL TO ENSURE POLICY IS IN BENEFIT OF THE FINANCIAL SECURITY PROFESSIONAL. THE INDIVIDUAL AND CORPORATE PARTNERS ENGAGE IN ADVOCACY WORK, RECEIVE UNIQUE OPERATIONS INSIGHTS MONTHLY AND UNIQUE QUARTERLY PRINCIPALS CALLS, AND ARE RECOGNIZED THROUGH DIFFERENT EVENTS, WEBINARS, RESOURCES, ETC. |
| NAILBA: NAILBA IS FINSECA'S NEWEST COMMUNITY AND IS THE VOICE OF INDEPENDENT BROKERAGE DISTRIBUTION. THIS COMMUNITY PROMOTES RETIREMENT SECURITY AND CONSUMER CHOICE IN THE INSURANCE AND FINANCIAL SERVICES MARKETPLACE THROUGH THE USE OF INDEPENDENT WHOLESALE BROKERAGE DISTRIBUTION CHANNELS. NAILBA'S SERVICES AND BENEFITS INCLUDE NETWORKING, AN ANNUAL CONFERENCE, AND THE CASE MANAGER CERTIFICATION PROGRAM. |
| MEMBERSHIP AND ENGAGEMENT: THIS REPRESENTS THE COSTS OF PROVIDING BENEFITS TO PROMOTE AND RETAIN FINSECA MEMBERS. |
| CORPORATE PARTNERS: PROVIDE A CUSTOMIZED PACKAGE AND PROCESS FOR FIRMS, AGENCIES, AND CARRIERS TO REACH THE FINANCIAL SECURITY PROFESSIONALS. THERE ARE A VARIETY OF METHODS TO PROVIDE INFORMATION AND NETWORK WITH FINSECA'S VARIETY OF COMMUNITIES: EVENTS, EDUCATION PROGRAMS, ADVOCACY PROGRAMMING, DIGITAL COMMUNICATIONS, E-COMMUNICATIONS, WEBSITE, PUBLICATIONS AND WEBSITE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 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 | 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 | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | 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 | JUDITH B DURHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036419400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 K STREET NW 625 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MIKE JAMES | |||||||||
| CHAIR-ELECT - UNTIL 06/24, CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICK VAN BENSCHOTEN | |||||||||
| CHAIR - UNTIL 06/24, IMMED. PAST CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHIP VAN DUSEN | |||||||||
| SECRETARY - UNTIL 06/24, CHAIR-ELECT | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE RIVAS | |||||||||
| DIRECTOR - UNTIL 06/24, SECRETARY | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM HEBETS | |||||||||
| TREASURER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ERIC NAISON-PHILLIPS | |||||||||
| DIRECTOR - UNTIL 06/24, VICE TREASURER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDWARD G DEUTSCHLANDER | |||||||||
| IMMED. PAST CHAIR | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORRIE BALDEVIA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTI BARENS | |||||||||
| DIRECTOR - UNTIL 06/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAPHNE BOYLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD BUCHANAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MOIRA BUCKLEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB CARNEY | |||||||||
| DIRECTOR - UNTIL 06/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LUIS CHIAPPY | |||||||||
| DIRECTOR - UNTIL 06/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIE CORADO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCE D'ADDONA | |||||||||
| DIRECTOR - UNTIL 06/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB EICHLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE GERGELY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GILBERT | |||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON GROVER | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW HODSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE HUBERT | |||||||||
| DIRECTOR - UNTIL 06/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY JAMROG | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM KLUSAS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON LEA | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DON LIPPENCOTT | |||||||||
| DIRECTOR - UNTIL 06/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY MAGUIRE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MARTINI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAUN MCDUFFEE | |||||||||
| DIRECTOR - UNTIL 06/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRANDY MICKENS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHY NEIFELD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY SALO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP SARNECKI | |||||||||
| DIRECTOR - UNTIL 06/24 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE SCOVEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH WAGNER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MISTY WELTZIEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC CADIN | |||||||||
| CEO | 38.00 | 2.00 | Yes (X) | $991,460 | $52,182 | $57,276 | |||
| BONNIE GODSMAN | |||||||||
| PRESIDENT | 36.00 | 4.00 | Yes (X) | $553,697 | $61,522 | $34,930 | |||
| ARMSTRONG ROBINSON | |||||||||
| CHIEF ADVOCACY OFFICER - UNTIL 11/24 | 40.00 | 0.00 | Yes (X) | $423,918 | $0 | $39,842 | |||
| KEVIN TORUNO | |||||||||
| CFO - UNTIL 02/24 | 40.00 | 0.00 | Yes (X) | $38,070 | $0 | $4,026 | |||
| DANIEL LABERT | |||||||||
| PRES, BROKERAGE & EVP MBR EXP | 7.50 | 33.00 | $336,120 | $0 | $34,979 | Yes (X) | |||
| MARGUERITE SEIDEL | |||||||||
| EVP, EXT. AFFAIRS AND CHIEF OF STAFF | 40.00 | 0.00 | $333,773 | $0 | $33,291 | Yes (X) | |||
| MELISSA BOVA | |||||||||
| SVP, STATE AND PUBLIC AFFAIRS | 40.00 | 0.00 | $228,631 | $0 | $19,087 | Yes (X) | |||
| ALEX KIM | |||||||||
| VP, POLICY | 40.00 | 0.00 | $211,871 | $0 | $22,991 | Yes (X) | |||
| JENNIFER FOX | |||||||||
| VP, FEDERAL AFFAIRS | 40.00 | 0.00 | $230,629 | $0 | $12,894 | Yes (X) | |||
| DAVID STERTZER | |||||||||
| FORMER SENIOR EXECUTIVE ADVISOR | 0.00 | 0.00 | $500,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,848,169 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $113,704 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $259,316 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| GAYLORD ROCKIES & CONVENTION CTR | |||||
| 6700 N GAYLORD ROCKIES BLVD | AURORA | CO | 80019 | MEETING SERVICES | $640,844 |
| DIPLOMAT BEACH RESORT | |||||
| 3555 S OCEAN DRIVE | HOLLYWOOD | FL | 33019 | MEETING SERVICES | $300,976 |
| FAEGRE DRINKER BIDDLE & REATH LLP | |||||
| 1500 K STREET NW 1100 | WASHINGTON | DC | 20005 | GOVERNMENT/ REGULATORY AFFAIRS | $259,551 |
| DUPONT VENTURES | |||||
| 1405 S FERN STREET 94420 | ARLINGTON | VA | 22202 | DATABASE CONSULTANT | $255,836 |
| FEDERAL POLICY GROUP | |||||
| 101 CONSTITUTION AVE NW STE 701E | WASHINGTON | DC | 20001 | LOBBYING | $240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,840,950 | AllOtherContributionsAmt |
| Total Contributions | $5,840,950 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $6,629,817 | $6,629,817 |
| SPONSORSHIPS | 900099 | $3,191,908 | $3,191,908 |
| CONFERENCE REGISTRATIONS | 900099 | $1,998,457 | $1,998,457 |
| AWARDS REVENUE | 900099 | $907,255 | $907,255 |
| PRODUCT SALES & LICENSING | 900099 | $363,444 | $363,444 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $399,391 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $399,391 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,490,272 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,809 | TotalRevenueColumnAmt |
| Exclusion | $101,809 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $300 | TotalRevenueColumnAmt |
| Exclusion | $300 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $181,961 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $181,961 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,961 | TotalRevenueColumnAmt |
| Exclusion | $181,961 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $549,342 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $549,342 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $549,342 | TotalRevenueColumnAmt |
| Exclusion | $549,342 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10 | TotalRevenueColumnAmt |
| Exclusion | $10 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,164,644 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,490,272 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $833,422 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,136,861 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,319,977 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,910 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,094 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,159 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,539 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,046 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,289 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,966 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,757,891 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,182 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,629 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,144 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933,352 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,037 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,897 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,035 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,108 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,713 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,290 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES & SUBSCRIPTIONS | $96,688 |
| OTHER EXPENSES | $22,967 |
| TAXES & FEES | $11,484 |
| FIXED ASSETS DISPOSAL | $6,780 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,899,038 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,454 | BOYAmt |
| EOY | $378,455 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,301,513 | BOYAmt |
| EOY | $1,652,723 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,075 | BOYAmt |
| EOY | $35,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,677 | BOYAmt |
| EOY | $265,963 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,377 | BOYAmt |
| EOY | $372,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $280,513 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $280,070 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,936 | BOYAmt |
| EOY | $443 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,406,357 | BOYAmt |
| EOY | $2,219,652 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,492,292 | BOYAmt |
| EOY | $1,017,321 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,567,681 | BOYAmt |
| EOY | $5,942,880 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,420,048 | BOYAmt |
| EOY | $2,687,430 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,459,501 | BOYAmt |
| EOY | $1,500,200 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,604 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,710,002 | BOYAmt |
| EOY | $1,500,719 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,193,155 | BOYAmt |
| EOY | $5,688,349 | 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 | -$1,799,969 | BOYAmt |
| EOY | $219,031 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,495 | BOYAmt |
| EOY | $35,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,625,474 | BOYAmt |
| EOY | $254,531 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,567,681 | BOYAmt |
| EOY | $5,942,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,265,606 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$385,601 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| 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 B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $6,629,817 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $2,770,000 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$5,723,569 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$2,953,569 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,657,454 | AggregateReportedDuesNtcAmt |
| Carried Over | -$4,611,023 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $280,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $280,070 | DepreciationAmt |
| Book Value | $443 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $443 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $621,217 |
| INTERCOMPANY RECEIVABLE | $359,041 |
| DEPOSITS | $37,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,017,321 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $915,828 |
| REFUNDABLE ADVANCES | $450,000 |
| INTERCOMPANY PAYABLE | $120,031 |
| SECURITY DEPOSIT | $14,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,500,719 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | SUPPORT INTERNATIONAL PRESENCE IN THE REGION TO GROW PROFESSIONAL FINANCIAL SERVICES INDUSTRY | $101,060 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SUPPORT INTERNATIONAL PRESENCE IN THE REGION TO GROW PROFESSIONAL FINANCIAL SERVICES INDUSTRY | $1,028,062 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | SUPPORT INTERNATIONAL PRESENCE IN THE REGION TO GROW PROFESSIONAL FINANCIAL SERVICES INDUSTRY | $36,153 |
| 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 | $1,165,275 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,165,275 | TotalSpentAmt |
| 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COUNCIL OF LIFE INSURERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CONSTITUTION AVENUE NW SUITE | AddressLine1Txt |
| Address Line2 | 700 | AddressLine2Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521044350 | RecipientEIN |
| IRC Section | 501(C)(6) | IRCSectionDesc |
| Cash Grant | $600,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | CONTRIBUTION TO COMBAT DOL LEGISLATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC CADIN | ||||||||||||||
| CEO | $775,887 | $40,836 | $214,786 | $11,305 | $787 | $41 | $16,387 | $863 | $38,025 | $2,001 | $1,045,872 | $55,046 | $0 | $0 |
| BONNIE GODSMAN | ||||||||||||||
| PRESIDENT | $464,561 | $51,618 | $88,650 | $9,850 | $486 | $54 | $11,092 | $1,233 | $20,344 | $2,261 | $585,133 | $65,016 | $0 | $0 |
| DAVID STERTZER | ||||||||||||||
| FORMER SENIOR EXECUTIVE ADVISOR | $0 | $0 | $0 | $0 | $500,000 | $0 | $0 | $0 | $0 | $0 | $500,000 | $0 | $0 | $0 |
| ARMSTRONG ROBINSON | ||||||||||||||
| CHIEF ADVOCACY OFFICER - UNTIL 11/24 | $312,878 | $0 | $85,500 | $0 | $25,540 | $0 | $13,530 | $0 | $26,312 | $0 | $463,760 | $0 | $0 | $0 |
| DANIEL LABERT | ||||||||||||||
| PRES, BROKERAGE & EVP MBR EXP | $304,080 | $0 | $31,500 | $0 | $540 | $0 | $8,867 | $0 | $26,112 | $0 | $371,099 | $0 | $0 | $0 |
| MARGUERITE SEIDEL | ||||||||||||||
| EVP, EXT. AFFAIRS AND CHIEF OF STAFF | $313,449 | $0 | $20,000 | $0 | $324 | $0 | $8,105 | $0 | $25,186 | $0 | $367,064 | $0 | $0 | $0 |
| MELISSA BOVA | ||||||||||||||
| SVP, STATE AND PUBLIC AFFAIRS | $200,671 | $0 | $27,600 | $0 | $360 | $0 | $9,554 | $0 | $9,533 | $0 | $247,718 | $0 | $0 | $0 |
| JENNIFER FOX | ||||||||||||||
| VP, FEDERAL AFFAIRS | $192,741 | $0 | $37,600 | $0 | $288 | $0 | $10,910 | $0 | $1,984 | $0 | $243,523 | $0 | $0 | $0 |
| ALEX KIM | ||||||||||||||
| VP, POLICY | $203,943 | $0 | $7,100 | $0 | $828 | $0 | $9,455 | $0 | $13,536 | $0 | $234,862 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FINSECA PROVIDES LIMITED FIRST-CLASS TRAVEL FOR BUSINESS PURPOSES WHICH IS NOT INCLUDED IN TAXABLE COMPENSATION. FINSECA PAYS $60/MONTH NON-TAXABLE BENEFIT FOR ALL EMPLOYEES TO PUT TOWARDS GYM/HEALTH CLUB DUES. MR. CADIN, CEO, DID NOT SUBMIT FOR REIMBURSEMENT BUT IS ELIGIBLE TO DO SO SHOULD HE WISH. |
| PART I, LINE 4A | DURING THE YEAR ENDING DECEMBER 31, 2024, SEVERANCE PAYMENTS WERE MADE TO THE FOLLOWING INDIVIDUALS: DAVID STERTZER, FORMER SENIOR EXECUTIVE ADVISOR: $500,000 ARMSTRONG ROBINSON, CHIEF ADVOCACY OFFICER: $25,000 KEVIN TORUNO, CFO: $8,182 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL HAVE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERSHIP VOTES TO ELECT BOARD MEMBERS AND TO APPROVE THE AMENDMENT TO GOVERNING DOCUMENTS WHEN AMENDED. |
| FORM 990, PART VI, SECTION A, LINE 7B | IN EXCHANGE FOR THEIR MEMBERSHIP DUES, VOTING MEMBER ARE PROVIDED WITH CERTAIN RIGHTS, INCLUDING BUT NOT LIMITED TO: THE RIGHTS TO ATTEND MEETINGS, VOTE ON CERTAIN ORGANIZATIONAL DECISIONS AND CHANGES TO GOVERNING DOCUMENTS, AND RECEIVE CERTAIN PUBLICATIONS PRODUCED BY FINSECA. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND REVIEWED BY THE ORGANIZATION'S CEO AND CFO PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. PRIOR TO EACH BOARD MEETING, AN ANNOUNCEMENT IS MADE REGARDING CONFLICTS OF INTEREST. IF AN ACTUAL CONFLICT OF INTEREST SITUATION COMES UP, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WOULD TAKE ANY REQUIRED ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S SALARY ANNUALLY. AS DEEMED NECESSARY BY THE EXECUTIVE COMMITTEE, COMPENSATION STUDIES MAY BE PERFORMED TO DETERMINE APPROPRIATE COMPENSATION. THE DELIBERATION AND DECISION OF THE REVIEW ARE DOCUMENTED IN THE COMMITTEE MINUTES. THE CEO DETERMINES COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| FINSECA FOUNDATION | ||||||||||
| 1400 K STREET NW SUITE 625 | WASHINGTON | DC | 20005 | 521727202 | PROVIDE RESEARCH & EDUCATION MATERIALS TO THOSE IN LIFE INSURANCE SERVICES. | DC | 501(C)(3) | LINE 7 | FINSECA | Yes (1) |
| NATIONAL ASSOCIATION OF INDEPENDENT LIFE BROKERAGE AGENCIES | ||||||||||
| 1400 K STREET NW SUITE 625 | WASHINGTON | DC | 20005 | 363209661 | PROMOTE BUSINESS INTEREST OF INDEPENDENT LIFE BROKERAGE AGENCIES | IL | 501(C)(6) | FINSECA | Yes (1) | |
| NAILBA CHARITABLE FOUNDATION | ||||||||||
| 1400 K STREET NW SUITE 625 | WASHINGTON | DC | 20005 | 562448850 | PROVIDE GRANTS, FUNDS TO ORGANIZATIONS | VA | 501(C)(3) | LINE 7 | NAILBA | Yes (1) |
| 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 | Yes (1) | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FINSECA FOUNDATION | ||
| L | $85,380 | FMV |
| FINSECA FOUNDATION | ||
| O | $590,913 | FMV |
| FINSECA FOUNDATION | ||
| Q | $618,793 | FMV |