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Association For Advanced Life Underwritting

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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 / Promotion of Business (NTEE)

Details

According to its Dec. 2020 tax filing, this nonprofit:

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.

Summary charts: organization finances over time

Revenue
$7.82M (2020)

Expenses
$6.78M (2020)

Total Assets
$0 (2020)

Total Liabilities
$0 (2020)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2020

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,824,367
Expenses
$6,782,459
Net Income
$1,041,908
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,689,719
98.3%
Investment Income $90,326
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$94,935
Net Inventory Sales $0
Other Revenue $139,257
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,374,324
20.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,355,585
20.0%
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Marc Cadin (Ceo) $502,498 $0 $52,984
David Stertzer (Senior Executive Advisor) $347,229 $0 $54,359
Marilyn Maticic (Vp, Member Experience) $236,717 $0 $17,297
Suzanne Jacobs (Svp, Business Development) $217,515 $0 $40,543
Armstrong Robinson (Vp, Legislative Affairs) $192,346 $0 $34,773
Matthew Derrick (Svp, Member Services) $167,895 $0 $23,781
Christopher Morton (Evp, Gov't Affairs & Bus. Strategy) $141,752 $0 $21,667
Tracy Mawyer (Cfo) $128,344 $0 $30,852
David Hollingsworth (Sr. Dir. Of Public Policy & Content Dev.) $111,764 $0 $11,775
Raymond L Bening (President) $0 $0 $0
Jeri Turley (President Elect As Of 2/2020) $0 $0 $0
David Byers (Immediate Past President) $0 $0 $0
Rich Van Benschoten (Vp/Secretary/Treasurer) $0 $0 $0
Berkely Arrants (Director) $0 $0 $0
Kristi Barens (Director) $0 $0 $0
Luis Chiappy (Director) $0 $0 $0
Robert Eichler (Director) $0 $0 $0
David Fritz (Director) $0 $0 $0
James Hebets (Director) $0 $0 $0
Michael James (Director) $0 $0 $0
James Joyce (Director) $0 $0 $0
Don Lippencott (Director) $0 $0 $0
Tom Love (Director) $0 $0 $0
Richard Maus (Director) $0 $0 $0
Carl Peterson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,600,623
Expenses
$3,692,436
Net Income
-$2,091,813
Net Assets
$1,261,933
Notable Sources of Revenue Percent of Total Revenue
Contributions $275,000
17.2%
Program Services $1,266,347
79.1%
Investment Income $57,496
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,780
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,034,872
28.0%
Professional Fundraising Fees $0
Other Salaries and Wages $727,514
19.7%
Assets/Debt
Total Assets $6,366,332
Total Liabilities $5,104,399
Net Assets $1,261,933

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,794,120
Expenses
$11,079,297
Net Income
-$285,177
Net Assets
$3,315,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,406,650
50.1%
Program Services $5,326,222
49.3%
Investment Income $160,990
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$106,996
Net Inventory Sales $0
Other Revenue $7,254
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,217,779
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,445,918
22.1%
Assets/Debt
Total Assets $6,084,182
Total Liabilities $2,768,585
Net Assets $3,315,597
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Marc Cadin (Ceo) $614,307 $0 $43,882
David Stertzer (Senior Executive Advisor) $515,384 $0 $39,896
Christopher Morton (Evp, Gov't Affairs & Bus. Strategy) $383,486 $0 $45,726
Armstrong Robinson (Vp, Legislative Affairs) $274,285 $0 $40,902
Suzy Jacobs (Svp, Business Development) $264,998 $0 $41,760
Tracy Mawyer (Cfo) $196,091 $0 $34,502
Marilyn Maticic (Vp, Member Experience) $143,923 $0 $21,259
David Hollingsworth (Senior Director Public Policy) $138,310 $0 $21,284
Emily Ward (Avp Corp Services) $131,176 $0 $24,193
Josh Caron (Avp Political Affairs) $130,368 $0 $20,498
David Byers (President) $0 $0 $0
Richard Devita (Immediate Past President) $0 $0 $0
Raymond Bening (President Elect) $0 $0 $0
Jeri Turley (Vp, Treasurer & Secretary) $0 $0 $0
Jim Waggoner (Director) $0 $0 $0
Russell Vandevelde (Director) $0 $0 $0
Richard Maus (Director) $0 $0 $0
Chet Schwartz (Director) $0 $0 $0
Carl Peterson (Director) $0 $0 $0
Richard Van Benschoten (Director) $0 $0 $0
Julie Schneider (Director) $0 $0 $0
Ron Rubin (Director) $0 $0 $0
Chip Van Dusen (Director) $0 $0 $0
Berkley Arrants (Director) $0 $0 $0
Robert Eichler (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,940,041
Expenses
$12,591,416
Net Income
-$651,375
Net Assets
$3,466,324
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,115,650
51.2%
Program Services $5,616,729
47.0%
Investment Income $190,090
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,572
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,293,817
18.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,531,206
20.1%
Assets/Debt
Total Assets $7,955,522
Total Liabilities $4,489,198
Net Assets $3,466,324
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
David Stertzer (Ceo) $735,025 $0 $45,378
Marc Cadin (Coo) $553,942 $0 $49,788
Chris Morton (Svp Leg Affairs) $333,560 $0 $39,684
Suzy Jacobs (Svp Business Development) $251,232 $0 $18,912
Tracy Mawyer (Cfo & Vp Hr) $193,446 $0 $30,973
Eric Lundberg (Vp Political Affairs (Until 3/18)) $161,077 $0 $12,908
Armstrong Robinson (Vp Legal Affairs) $154,847 $0 $13,258
Marilyn Maticic (Vp Member Experience) $142,142 $0 $19,932
William Swain (Asst. Vp Client Exp. (Until 5/18)) $137,621 $0 $19,840
David Hollingsworth (Sr. Dir. Of Public Policy) $129,735 $0 $19,281
Larry Foster (Immediate Past President) $0 $0 $0
Richard Devita (President) $0 $0 $0
David Byers (President Elect) $0 $0 $0
Raymond L Bening (Secretary/Treasurer) $0 $0 $0
John C Watson (Director) $0 $0 $0
Jason O'dell (Director) $0 $0 $0
Jeri L Turley (Director) $0 $0 $0
Jim Waggoner (Director) $0 $0 $0
Russell Vandevelde (Director) $0 $0 $0
Julie Schneider (Director) $0 $0 $0
Carl Peterson (Director) $0 $0 $0
Chet Schwartz (Director) $0 $0 $0
Richard Maus (Director) $0 $0 $0
Rick Van Benschoten (Director) $0 $0 $0
Ron Rubin (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,667,136
Expenses
$12,231,467
Net Income
$435,669
Net Assets
$4,216,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,734,102
53.2%
Program Services $5,988,763
47.3%
Investment Income $186,901
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$242,632
Net Inventory Sales $0
Other Revenue $2
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,986,220
16.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,812,205
23.0%
Assets/Debt
Total Assets $7,332,210
Total Liabilities $3,116,034
Net Assets $4,216,176
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
David Stertzer (Ceo) $792,463 $0 $53,028
Marc Cadin (Coo) $531,971 $0 $46,644
Chris Morton (Sr Vp Gov't Affairs) $335,938 $0 $37,911
Karla Kirk Wall (Vp Corp & Political Finance) $225,126 $0 $31,848
Justin Brown (Vp Leg Affairs) $200,227 $0 $33,017
Tracy Mawyer (Cfo & Vp Hr) $180,278 $0 $30,717
Kevin Tangney (Director Corp Partnerships) $159,272 $0 $22,341
Marilyn Maticic (Vp Member Experience) $145,213 $0 $21,507
William Swaim (Assistant Vp Client Experience) $132,029 $0 $18,896
Mark Murphy (Immediate Past President) $0 $0 $0
Larry Foster (President) $0 $0 $0
Richard Devita (President Elect) $0 $0 $0
David Byers (Secretary/Treasurer) $0 $0 $0
John C Watson (Director) $0 $0 $0
Raymond L Bening (Director) $0 $0 $0
Jason O'dell (Director) $0 $0 $0
Jeri L Turley (Director) $0 $0 $0
David Morris (Director) $0 $0 $0
Kay Dempsey (Director) $0 $0 $0
Jim Waggoner (Director) $0 $0 $0
Russell Vandevelde (Director) $0 $0 $0
Julie Schneider (Director) $0 $0 $0
Carl Peterson (Director) $0 $0 $0
Chet Schwartz (Director) $0 $0 $0
Richard Maus (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,098,512
Expenses
$12,254,429
Net Income
-$155,917
Net Assets
$3,457,954
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,772,750
47.7%
Program Services $6,149,331
50.8%
Investment Income $179,591
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,313
Net Inventory Sales $0
Other Revenue $3,153
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,919,064
15.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,736,567
22.3%
Assets/Debt
Total Assets $7,174,443
Total Liabilities $3,716,489
Net Assets $3,457,954
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
David Stertzer (Ceo) $734,290 $0 $40,180
Marc Cadin (Coo) $509,756 $0 $37,224
Chris Morton (Svp Gov't Affairs) $312,481 $0 $39,985
Tom Korb (Vp Of Public Policy) $219,590 $0 $9,990
Karla Kirk (Vp Of Partner Development) $218,082 $0 $31,783
Justin Brown (Vp Of Leg Affairs) $189,407 $0 $29,636
Tracy Mawyer (Cfo) $172,296 $0 $27,674
Kevin Tangney (Director Of Corporate Partnerships) $164,126 $0 $22,377
Carlie Gliha (Vp Of Membership) $160,035 $0 $14,858
Anthony J Domino Jr (Past President) $0 $0 $0
Mark B Murphy (President) $0 $0 $0
Larry G Foster (Treasurer) $0 $0 $0
Richard A Devita (Secretary) $0 $0 $0
Ellen S Singer (Director) $0 $0 $0
Jeri L Turley (Director) $0 $0 $0
Raymond L Bening (Director) $0 $0 $0
Steven W Broadbent (Director) $0 $0 $0
Jerry L Harnik (Director) $0 $0 $0
Terence L Horan (Director) $0 $0 $0
Michael A Mingolelli Jr (Director) $0 $0 $0
Jason O'dell (Director) $0 $0 $0
John C Watson Iii (Director) $0 $0 $0
David Morris (Director) $0 $0 $0
Russell Vandevelde Iv (Director) $0 $0 $0
Kay Dempsey (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,343,438
Expenses
$11,456,948
Net Income
-$113,510
Net Assets
$3,598,112
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,721,200
50.4%
Program Services $5,399,000
47.6%
Investment Income $203,457
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,375
0.1%
Net Inventory Sales $0
Other Revenue $4,406
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,775,340
15.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,758,221
24.1%
Assets/Debt
Total Assets $7,180,258
Total Liabilities $3,582,146
Net Assets $3,598,112
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
David Stertzer (Ceo) $703,705 $0 $48,008
Marc Cadin (Senior Vp Of Gov't Affairs) $488,178 $0 $42,489
Christopher Morton (Vp Of Legal Affairs) $279,115 $0 $36,726
James Lee (Vp Of Member Services) $270,678 $0 $24,258
Karla Kirk (Vp Of Corporate & Political Finance) $214,064 $0 $28,750
Thomas Korb (Vp Of Policy & Public Affairs) $205,849 $0 $21,620
Justin Brown (Vp Of Legislative Affairs) $176,173 $0 $28,643
Ansley Colby (Vp Of Professional Development) $165,988 $0 $25,088
Tracy Mawyer (Cfo & Vp Of Human Resource) $153,610 $0 $26,736
Marilyn Maticic (Vp Of Membership) $142,342 $0 $20,245
Anthony Domino Jr (President) $0 $0 $0
Thomas Von Riesen (Immediate Past President) $0 $0 $0
Mark Murphy (President Elect) $0 $0 $0
Larry Foster (Treasurer) $0 $0 $0
Richard Devita (Secretary) $0 $0 $0
Robert Burke (Director) $0 $0 $0
Kenneth Samuelson Jr (Director) $0 $0 $0
Marc Schwartz (Director) $0 $0 $0
Steven Broadbent (Director) $0 $0 $0
Terence Horan (Director) $0 $0 $0
John Watson Iii (Director) $0 $0 $0
Raymond Bening (Director) $0 $0 $0
Jerry Harnik (Director) $0 $0 $0
Michael Mingolelli Jr (Director) $0 $0 $0
Jason O'dell (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,236,987
Expenses
$11,652,421
Net Income
-$415,434
Net Assets
$4,347,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,688,950
50.6%
Program Services $5,389,917
48.0%
Investment Income $148,345
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,775
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,699,118
14.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,691,675
23.1%
Assets/Debt
Total Assets $7,383,184
Total Liabilities $3,035,263
Net Assets $4,347,921

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,945,878
Expenses
$11,365,280
Net Income
-$419,402
Net Assets
$4,598,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,386,150
49.2%
Program Services $5,367,836
49.0%
Investment Income $191,892
1.8%
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 $1,617,362
14.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,612,031
23.0%
Assets/Debt
Total Assets $7,604,605
Total Liabilities $3,005,875
Net Assets $4,598,730

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,897,554
Expenses
$11,110,374
Net Income
-$212,820
Net Assets
$5,104,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,232,500
48.0%
Program Services $5,393,269
49.5%
Investment Income $144,235
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $127,550
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,615,271
14.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,279,621
20.5%
Assets/Debt
Total Assets $7,895,657
Total Liabilities $2,791,241
Net Assets $5,104,416

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,411,474
Expenses
$10,469,572
Net Income
-$58,098
Net Assets
$5,982,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,035,249
48.4%
Program Services $5,197,271
49.9%
Investment Income $190,255
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$33,744
Net Inventory Sales $0
Other Revenue $22,443
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,315,644
12.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,119,618
20.2%
Assets/Debt
Total Assets $8,949,719
Total Liabilities $2,967,188
Net Assets $5,982,531

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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