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TO FOSTER AND MAINTAIN HIGH STANDARDS OF PERFORMANCE AND CONDUCT AMONG PROFESSIONAL INSURANCE AND FINANCIAL ADVISORS AND TO PROMOTE UNDERSTANDING OF THE BUSINESS OF LIFE INSURANCE AND APPLIED PRODUCTS THROUGH EDUCATION AND RESEARCH.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$89.4K
Program Spending
45%
of total expenses go to program services
Total Contributions
$26.8K
Total Expenses
▼$37.3K
Total Assets
$510.3K
Total Liabilities
▼$20.5K
Net Assets
$489.7K
Officer Compensation
→N/A
Other Salaries
N/A
Investment Income
$37.2K
Fundraising
▼$39.7K
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
990-N (e-Postcard) Filing History
This organization files simplified Form 990-N (annual gross receipts ≤ $50,000).
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $89.4K | $26.8K | $37.3K | $510.3K | $489.7K |
| 2023 | $53.9K | $27.1K | $26.4K | $420.3K | $420K |
| 2022 | $60.7K | — | $34.1K | $356.8K | — |
| 2021 | $88.5K | — | $42.7K |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990-EZ | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Rock Brockman | Past President | 2 | $0 | $0 | $0 | $0 |
| Jeff Hamblen | Vice President | 2 | $0 | $0 | $0 | $0 |
| Kevin Jones | Secretary | 2 | $0 | $0 | $0 | $0 |
| Matt Weider | Treasurer | 2 | $0 | $0 | $0 | $0 |
| Dilip Jhaveri | President | 2 | $0 | $0 | $0 | $0 |
Rock Brockman
Past President
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jeff Hamblen
Vice President
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kevin Jones
Secretary
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Matt Weider
Treasurer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Dilip Jhaveri
President
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Brock Jolly | Director | 1 | $0 | $0 | $0 | $0 |
| Charles Lewis | Director | 1 | $0 | $0 | $0 | $0 |
| Christopher Pirtle | Director | 1 | $0 | $0 | $0 | $0 |
| Connie Golleher | Director | 1 | $0 | $0 | $0 | $0 |
| Dan Altmire | Director | 1 | $0 | $0 | $0 | $0 |
| Joseph Davis | Director |
Brock Jolly
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Charles Lewis
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Christopher Pirtle
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $389.4K |
| — |
| 2020 | $71.2K | — | $62.6K | $337.5K | — |
| 2018 | $46.6K | — | $34.8K | $242.5K | — |
| 2017 | $32.3K | — | $21.4K | $234.4K | — |
| 2016 | $32.7K | — | $21.7K | $196.7K | — |
| 2015 | $38.6K | — | $24.4K | $189.8K | — |
| 2014 | $44.5K | — | $24.1K | $178.9K | — |
| 2013 | $43.5K | — | $22.1K | $141.6K | — |
| 2012 | $35.5K | — | $45.2K | $113.3K | — |
| 2021 | 990-EZ | Data | PDF not yet published by IRS |
| 2020 | 990-EZ | Data |
| 2018 | 990-EZ | Data |
| 2017 | 990-EZ | Data |
| 2016 | 990-EZ | Data |
| 2015 | 990-EZ | Data |
| 2014 | 990-EZ | Data |
| 2013 | 990-EZ | Data |
| 2012 | 990-EZ | Data |
| 2011 | 990 | — |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990-EZ | — |
| 2002 | 990-EZ | — |
| 2001 | 990-EZ | — |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Kevin Conley | Director | 1 | $0 | $0 | $0 | $0 |
| Matt Grace | Director | 1 | $0 | $0 | $0 | $0 |
| Peter Glassman | Director | 1 | $0 | $0 | $0 | $0 |
| Ryan Buck | Director | 1 | $0 | $0 | $0 | $0 |
Connie Golleher
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dan Altmire
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Joseph Davis
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kevin Conley
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Matt Grace
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Peter Glassman
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ryan Buck
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0