2013-09-20T16:22:41-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2012-01-01 362138427 MILLION DOLLAR ROUND TABLE MILL 8476926378 325 WEST TOUHY AVENUE PARK RIDGE IL 60068 STEPHEN P STAHR 8476926378 2013-08-29 1 GREGORY S ADAMS P00095597 6305738600 2012 2016-02-24 21:20:13Z STEPHEN P STAHR 325 WEST TOUHY AVENUE PARK RIDGE IL 60068 45879914 0 X WWW.MDRT.ORG X 1969 IL THE MISSION OF THE MILLION DOLLAR ROUND TABLE IS TO BE A VALUED MEMBER-DRIVEN INTERNATIONAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY. 5 5 86 1250 0 0 0 0 27848909 30565813 1001964 871046 669518 206007 29520391 31642866 807145 961937 2801321 0 6745921 7697168 0 0 0 12604191 16803087 22958578 25462192 6561813 6180674 36960905 43736091 9982034 9420523 26978871 34315568 X THE MISSION OF THE MILLION DOLLAR ROUND TABLE IS TO BE A VALUED MEMBER-DRIVEN INTERNATIONAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY. 0 0 MILLION DOLLAR ROUND TABLE ANNUAL MEETING - MEMBERS ATTEND A FOUR DAY MEETING OF EDUCATIONAL AND MOTIVATIONAL PROGRAMMING TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICE PROFESSIONALS. MILLION DOLLAR ROUND TABLE - MDRT EXPERIENCE MEETING - MEMBERS ATTEND A THREE DAY MEETING OF EDUCATIONAL AND MOTIVATIONAL PROGRAMMING TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICE PROFESSIONALS. MILLION DOLLAR ROUND TABLE TOP OF THE TABLE MEETING - MEMBERS ATTEND A THREE DAY MEETING OF EDUCATIONAL AND MOTIVATIONAL PROGRAMMING TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICE PROFESSIONALS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 92 0 1 86 1 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LAURA MCGRADY 8476926378 325 WEST TOUHY AVENUE PARK RIDGE IL 60068 JULIAN H GOOD JR 5.00 X 29541 0 0 JENNIFER A BORISLOW 10.00 X 48742 0 0 D SCOTT BRENNAN 10.00 X 52721 0 0 MICHELLE L HOESLY 5.00 X 47940 0 0 CAROLINE A BANKS 5.00 X 38994 0 0 BRIAN HECKERT 5.00 X 14706 0 0 STEPHEN P STAHR 50.00 X 316092 0 187757 RAYMOND J KOPCINSKI 50.00 X 296865 0 29307 PAMELA K BROWN 50.00 X 159930 0 14714 THOMAS ENSIGN 50.00 X 135164 0 19662 LAURA GOOD 50.00 X 130238 0 11588 JOHN PRAST 0.00 X 118067 0 0 1389000 0 263028 5 1 1 0 MCI LLC DURFORD MILL PETERSFIELD LONDON UK MEMBER SERVICES 1547654 WILLIAMS GERARD PRODUCTIONS INC 420 NORTH WABASH CHICAGO IL 60611 MEETING PRODUCTION 1483715 FREEMAN PO BOX 650036 DALLAS TX 75265 MEETING SET-UP AND DECORATING 1104865 GIBBS & SOELL INC 60 E 42ND ST NEW YORK NY 10165 PUBLIC RELATIONS 708991 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 LODGING & MEETINGS 606983 31 MEMBERSHIP INCOME 611430 22742922 22742922 MEETINGS INCOME 611430 7822891 7822891 30565813 423174 423174 14684920 14237048 447872 447872 447872 OTHER REVENUE 900099 106007 106007 MANAGEMENT FEES 561000 100000 100000 206007 31642866 30771820 0 871046 961937 666803 4500522 632955 1425379 471509 87529 51771 26213 1047925 963465 610048 404185 841445 10628847 238400 104541 ALL OTHER EXPENSES 584493 PUBLICATION 475777 BANK FEES 373130 PLAQUES AND INSIGNIAS 365318 25462192 3685744 10716321 58585 223588 1226916 1274586 7006194 5011362 1323340 1994832 28054846 27067200 2611474 2459564 36960905 43736091 2246796 1057848 250000 1898787 1322677 5836451 6789998 9982034 9420523 X 26978871 34315568 26978871 34315568 36960905 43736091 X 6180674 1210828 990503 -1045308 X X 0 1 X 1 0 1 1 0 265000 265000 4430574 2864626 1565948 2310620 2146736 163884 1994832 CASH SURRENDER VALUE - LIFE INSURANCE 2459564 2459564 PENSION LIABILITY 5634159 DEFERRED COMPENSATION 1155839 6789998 X 32853694 1210828 1210828 31642866 0 31642866 25462192 0 25462192 0 25462192 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MDRT IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MDRT FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. MDRT HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2012. MDRT FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ONE STATE. THE RETURNS FOR MDRT FOR 2009, 2010 AND 2011 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MDRT EXPERIENCE MEETING 1979206 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES SEMINARS, NEWSLETTERS 17971 SOUTH ASIA 1 1 PROGRAM SERVICES SEMINARS, NEWSLETTERS 17962 EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES SEMINARS, NEWSLETTERS 579164 3 3 0 0 3 3 2594303 0 2594303 0 0 0 0 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: MDRT EXPERIENCE IS MORE FULLY DESCRIBED ON FORM 990, PART III, LINE 4B. 1 MDRT FOUNDATION 325 WEST TOUHY AVENUE PARK RIDGE IL 60068 366080766 501(C)(3) 909058 GRANTS TO OTHER CHARITABLE ORGANIZATIONS ASSOCIATION FOR ADVANCED LIFE UNDERWRITING 11921 FREEDOM DRIVE SUITE 1100 RESTON VA 20190 522118793 501(C)(6) 50000 SPONSORSHIP 1 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REQUIRES POTENTIAL GRANTEES TO PROVIDE FINANCIAL STATEMENTS AND BUDGETS. UPON RECEIVING A GRANT, ORGANIZATIONS ARE REQUESTED TO PROVIDE A REPORT AS TO HOW GRANT FUNDS WERE USED RELATIVE TO THE PROJECT FOR WHICH FUNDING WAS AWARDED. X X X X 1 1 X X X 0 1 0 STEPHEN P STAHR 311473 0 0 0 4619 0 171462 0 16295 0 503849 0 0 0 RAYMOND J KOPCINSKI 281917 0 0 0 14948 0 17223 0 12084 0 326172 0 0 0 PAMELA K BROWN 153665 0 3000 0 3265 0 8086 0 6628 0 174644 0 0 0 THOMAS ENSIGN 132080 0 0 0 3084 0 3367 0 16295 0 154826 0 0 0 JOHN PRAST 0 0 0 0 118067 0 0 0 0 0 118067 0 0 0 PART I, LINE 1A EXECUTIVE COMMITTEE MEMBERS AND THE CEO CAN CHOOSE TO TRAVEL FIRST CLASS ON FLIGHTS WITH DURATIONS OF THREE HOURS OR LONGER. SPOUSES CAN ACCOMPANY THE EXECUTIVE COMMITTEE MEMBERS ON THEIR TRAVELS. EACH EXECUTIVE COMMITTEE MEMBER RECEIVES A GROSS UP PAYMENT RELATED TO THEIR SPOUSAL TRAVEL AND ADMINISTRATIVE EXPENSES. EACH MEMBER OF THE EXECUTIVE COMMITTEE IS PROVIDED WITH A DISCRETIONARY SPENDING ACCOUNT. THE AMOUNTS BUDGETED FOR THESE ACCOUNTS ARE INCLUDED IN THE ORGANIZATION'S BUDGET. THE BUDGET IS APPROVED BY THE FINANCE COMMITTEE ON AN ANNUAL BASIS. PART I, LINE 4B THE FOLLOWING PERSONS RECEIVE BENEFITS FROM OR OTHERWISE PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: JOHN PRAST STEPHEN STAHR AMOUNTS PAID DURING THE YEAR TOTAL $118,067. AMOUNTS EARNED TOTAL $164,315. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP PAYS DUES ON AN ANNUAL BASIS THAT CORRESPONDS WITH THE CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR A NOMINATING COMMITTEE OF CURRENT MEMBERS IS ASSEMBLED TO ELECT A NEW NOMINEE TO THE ORGANIZATION'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM AND DISTRIBUTED TO MANAGEMENT AND THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY PURCHASE OF SERVICES OR GOODS OVER $5,000 REQUIRES BIDS FROM THREE VENDORS. EVERY TUESDAY, THE CEO AND DIRECTOR OF FINANCE MEET TO REVIEW AND APPROVE ALL PURCHASE ORDERS. EVERY WEDNESDAY, THE CEO, DIRECTOR OF FINANCE, AND TWO ADDITIONAL DIRECTORS AUTHORIZED TO SIGN CHECKS MEET TO REVIEW AND DISCUSS INVOICES. FORM 990, PART VI, SECTION B, LINE 15 ASAE'S BLUE CHIP AND ASSOCIATION FORM SURVEYS ARE PARTICIPATED IN AND EVALUATED EACH YEAR. OCCUPATION SPECIFIC SURVEYS SUCH AS SHRM, NFRE, AND NMA ARE REVIEWED FOR MOST RECENT COMPENSATION DOCUMENTATION. COMPENSATION FOR ALL EXECUTIVE POSITIONS WAS REVIEWED AND DOCUMENTED FOR 2012. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY -1,045,308. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MILLION DOLLAR ROUNDTABLE FOUNDATION 325 W TOUHY AVENUE PARK RIDGE IL 60068 366080766 GRANT MAKING TO OTHER CHARITABLE ORGANIZATIONS IL 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 MILLION DOLLAR ROUNDTABLE FOUNDATION B 909058 CASH PROVIDED MILLION DOLLAR ROUNDTABLE FOUNDATION M 100000 CASH PROVIDED MILLION DOLLAR ROUNDTABLE FOUNDATION O 712598 FAIR VALUE OF SERVICES PROVIDED