Compliance And Ethics Forum For Life Insurers
Organization summary
Type of Nonprofit
Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.
Category: Community Improvement, Capacity Building / Business and Industry (NTEE)
Donations to this organization are not tax deductible.
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.
Fiscal Year Ending Dec.
2024
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,899,212 |
96.5%
|
| Investment Income | $68,526 |
3.5%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $996,876 |
54.5%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $85,551 |
4.7%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,731,155 | |
| Total Liabilities | $824,281 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $403,386 | $0 | $69,013 |
| Carla Strauch (Svp - Compliance & Ethics) | $238,871 | $0 | $57,787 |
| Deidre Keimach (Vp - Compliance & Ethics) | $176,195 | $0 | $40,147 |
Document Links
990
Filed on Nov. 5, 2025Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2023
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,842,074 |
98.9%
|
| Investment Income | $20,982 |
1.1%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $498,078 |
25.9%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $485,213 |
25.2%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,464,743 | |
| Total Liabilities | $661,213 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $392,984 | $0 | $101,896 |
| Carla Strauch (Svp - Compliance & Ethics) | $231,032 | $0 | $92,991 |
| Deidre Keimach (Vp - Compliance & Ethics) | $125,616 | $0 | $49,234 |
Document Links
990
Filed on Oct. 31, 2024Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2022
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,455,408 |
100.0%
|
| Investment Income | $268 |
0.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $526,545 |
32.7%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $292,115 |
18.1%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,566,383 | |
| Total Liabilities | $700,323 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $369,528 | $0 | $88,578 |
| Carla Strauch (Vice President) | $219,294 | $0 | $54,415 |
| Nancy Sweet (Chair) | $0 | $0 | $0 |
Document Links
990
Filed on Oct. 30, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2021
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,370,700 |
99.7%
|
| Investment Income | $211 |
0.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $3,326 |
0.2%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $514,019 |
41.3%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $287,862 |
23.1%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,844,022 | |
| Total Liabilities | $822,246 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $356,459 | $0 | $88,145 |
| Carla Strauch (Vice President) | $209,435 | $0 | $53,683 |
| Nancy Sweet (Chair) | $0 | $0 | $0 |
Document Links
990
Filed on Nov. 11, 2022Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2020
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,370,596 |
99.6%
|
| Investment Income | $959 |
0.1%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $4,366 |
0.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $452,047 |
36.4%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $364,844 |
29.4%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,615,635 | |
| Total Liabilities | $724,144 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $361,035 | $0 | $22,752 |
| Carla Strauch (Vice President) | $160,547 | $0 | $12,260 |
| James Odland (Chairman) | $0 | $0 | $0 |
Document Links
990
Filed on Oct. 26, 2021Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2019
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,420,941 |
99.3%
|
| Investment Income | $4,363 |
0.3%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $6,270 |
0.4%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $440,064 |
30.6%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $346,759 |
24.1%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,163,128 | |
| Total Liabilities | $405,341 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $348,577 | $0 | $86,439 |
| Kelly Ireland (Vice President) | $251,805 | $0 | $12,079 |
| James Odland (Chairman) | $0 | $0 | $0 |
Document Links
990
Filed on July 10, 2020Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2018
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,396,252 |
99.8%
|
| Investment Income | $1,939 |
0.1%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $1,500 |
0.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $603,773 |
43.0%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $147,217 |
10.5%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,234,872 | |
| Total Liabilities | $470,176 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $350,112 | $0 | $84,758 |
| Kelly Ireland (Vice President) | $219,149 | $0 | $49,325 |
| James Odland (Chairman) | $0 | $0 | $0 |
Document Links
990
Filed on Aug. 29, 2019Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2017
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,394,008 |
99.8%
|
| Investment Income | $2,693 |
0.2%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $778,953 |
61.5%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,064,354 | |
| Total Liabilities | $294,596 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $324,125 | $0 | $90,972 |
| Kelly Ireland (Vice President) | $206,231 | $0 | $47,995 |
| Steve Callaway (Chairman) | $0 | $0 | $0 |
Document Links
990
Filed on Oct. 19, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2016
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,328,409 |
99.9%
|
| Investment Income | $21 |
0.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $819 |
0.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $527,314 |
41.8%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $209,710 |
16.6%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $890,036 | |
| Total Liabilities | $250,056 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President & Ceo) | $305,442 | $0 | $72,564 |
| Kelly Ireland (Vice President) | $188,471 | $0 | $39,163 |
| Steve Callaway (Chair) | $0 | $0 | $0 |
Document Links
990
Filed on May 11, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2015
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,446,498 |
100.0%
|
| Investment Income | $21 |
0.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $10 |
0.0%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $491,630 |
39.1%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $275,951 |
21.9%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $937,142 | |
| Total Liabilities | $364,886 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President And Ceo) | $292,404 | $0 | $67,412 |
| Kelly Ireland (Vice President) | $132,396 | $0 | $8,579 |
| John Travagline (Chief Comp/ops Officer) | $35,989 | $0 | $0 |
Document Links
990
Filed on April 27, 2016Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2014
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,280,030 |
99.7%
|
| Investment Income | $21 |
0.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $4,211 |
0.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $463,125 |
40.4%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $288,710 |
25.2%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $791,148 | |
| Total Liabilities | $411,441 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President And Ceo) | $248,887 | $0 | $4,049 |
| John Travagline (Chief Compliance And Opera) | $178,602 | $0 | $23,439 |
| John G Apostle Ii (Chair) | $0 | $0 | $0 |
Document Links
990
Filed on Nov. 11, 2015Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2013
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $1,170,167 |
99.8%
|
| Investment Income | $21 |
0.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $1,939 |
0.2%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $451,137 |
41.6%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $230,551 |
21.3%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $617,814 | |
| Total Liabilities | $383,894 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Donald Walters (President And Ceo) | $246,207 | $0 | $7,644 |
| John Travagline (Chief Compliance And Operations Officer) | $173,215 | $0 | $24,071 |
| Steve Koslow (Chair) | $0 | $0 | $0 |
Document Links
990
Filed on Sept. 11, 2014Primary tax return for a nonprofit’s activities, finances, and governance
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