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Atlanta Association Of Life Underwriters

  • Suwanee, GA
  • Tax-exempt since July 1942
  • EIN: 58-1109395

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Organization summary might be incomplete or out of date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.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$126k (2023)

Expenses
$147k (2023)

Total Assets
$0 (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2012 to 2023

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 June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$126,399
Expenses
$146,996
Net Income
-$20,597
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,399
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Trey Kelly (Executive Dir.) $0 $0
Peter Mackenzie (Director) $0 $0
Joe Schreck (Director) $0 $0
Jason Huggins (Director) $0 $0
Stuart Jones (President) $0 $0
Bret Gerber (Imm Past Pres) $0 $0
Steve Mcclelland (First Vp) $0 $0
Wendy Thompson (Director) $0 $0
Daniel Loventhal (Pres Elect) $0 $0
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Document Links

990-EZ
Filed on Sept. 6, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,699
Expenses
$90,918
Net Income
-$16,219
Net Assets
$43,006
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,699
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $48,006
Total Liabilities $5,000
Net Assets $43,006
Compensation
Key Employees and Officers Compensation Other
Trey Kelly (Executive Dir.) $0 $0
Peter Mackenzie (Director) $0 $0
Joe Schreck (Director) $0 $0
Jason Huggins (Director) $0 $0
Stuart Jones (President) $0 $0
Bret Gerber (Imm Past Pres) $0 $0
Steve Mcclelland (First Vp) $0 $0
Wendy Thompson (Director) $0 $0
Daniel Loventhal (Pres Elect) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 16, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,484
Expenses
$73,129
Net Income
$22,355
Net Assets
$59,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $95,484
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $64,708
Total Liabilities $5,000
Net Assets $59,708
Compensation
Key Employees and Officers Compensation Other
Trey Kelly (Executive Dir.) $0 $0
Peter Mackenzie (Director) $0 $0
Joe Schreck (Director) $0 $0
Jason Huggins (Director) $0 $0
Stuart Jones (President) $0 $0
Bret Gerber (Imm Past Pres) $0 $0
Steve Mcclelland (First Vp) $0 $0
Wendy Thompson (Director) $0 $0
Daniel Loventhal (Pres Elect) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 17, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,857
Expenses
$93,468
Net Income
-$4,611
Net Assets
$37,353
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,857
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $42,353
Total Liabilities $5,000
Net Assets $37,353
Compensation
Key Employees and Officers Compensation Other
Trey Kelly (Executive Dir.) $0 $0
Peter Mackenzie (Director) $0 $0
Joe Schreck (Director) $0 $0
Jason Huggins (Director) $0 $0
Stuart Jones (President) $0 $0
Bret Gerber (Imm Past Pres) $0 $0
Steve Mcclelland (First Vp) $0 $0
Wendy Thompson (Director) $0 $0
Daniel Loventhal (Pres Elect) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 2, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$98,980
Expenses
$100,620
Net Income
-$1,640
Net Assets
$41,964
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,980
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,964
Total Liabilities $0
Net Assets $41,964
Compensation
Key Employees and Officers Compensation Other
Trey Kelly (Executive Dir.) $0 $0
Peter Mackenzie (Director) $0 $0
Joe Schreck (Director) $0 $0
Jason Huggins (Director) $0 $0
Stuart Jones (President) $0 $0
Bret Gerber (Imm Past Pres) $0 $0
Steve Mcclelland (First Vp) $0 $0
Wendy Thompson (Director) $0 $0
Daniel Loventhal (Pres Elect) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 24, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$113,901
Expenses
$100,982
Net Income
$12,919
Net Assets
$43,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $113,901
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $43,604
Total Liabilities $0
Net Assets $43,604
Compensation
Key Employees and Officers Compensation Other
Trey Kelly (Executive Dir.) $0 $0
Peter Mackenzie (Director) $0 $0
Joe Schreck (Director) $0 $0
Jason Huggins (Director) $0 $0
Stuart Jones (President) $0 $0
Bret Gerber (Imm Past Pres) $0 $0
Steve Mcclelland (First Vp) $0 $0
Wendy Thompson (Director) $0 $0
Daniel Loventhal (Pres Elect) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 31, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$107,839
Expenses
$106,581
Net Income
$1,258
Net Assets
$30,685
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,837
100.0%
Program Services $0
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,685
Total Liabilities $0
Net Assets $30,685
Compensation
Key Employees and Officers Compensation Other
Trey Kelly (Executive Dir.) $0 $0
Ann Brooks (Imm Past Pres) $0 $0
Pl Whit Ferguson (Director) $0 $0
Jason Huggins (Director) $0 $0
Jeff Bulvin (Director) $0 $0
Stuart Jones (Pres Elect) $0 $0
Bret Gerber (President) $0 $0
Martina Jimenez (Director) $0 $0
Steve Mcclelland (Second Vp) $0 $0
Adam Kazinec (Director) $0 $0
Wendy Thompson (Director) $0 $0
Don Weitzel (Director) $0 $0
Daniel Loventhal (First Vp) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,535
Expenses
$123,475
Net Income
-$8,940
Net Assets
$29,427
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,637
9.3%
Program Services $18,030
15.7%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,600
18.0%
Assets/Debt
Total Assets $29,427
Total Liabilities $0
Net Assets $29,427

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,805
Expenses
$108,661
Net Income
$6,144
Net Assets
$38,367
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,707
8.5%
Program Services $16,610
14.5%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,500
17.9%
Assets/Debt
Total Assets $38,367
Total Liabilities $0
Net Assets $38,367
Compensation
Key Employees and Officers Compensation Other
Trey Kelly (President) $0 $0
Whit Milner (Past Preside) $0 $0
Whit Ferguson (Past Preside) $0 $0
Sarah Dozier (Director) $0 $0
Elizabeth Ann Brooks (President El) $0 $0
Carol Mucci (Director) $0 $0
Stuart Jones (Director) $0 $0
Daniel Loventhal (Director) $0 $0
Shad Reynolds (1 St Vice Pre) $0 $0
James L Cook Jr (Director) $0 $0
Bret Gerber (2 Nd Vice Pre) $0 $0
Martina Jimenez (Director) $0 $0
Steve Mcclelland (Director) $0 $0
Daniel Taylor (Director) $0 $0
Peter Weinbaum (Director) $0 $0
Scottie Biggs (Director) $0 $0
Debra Smith (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 10, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$123,152
Expenses
$125,551
Net Income
-$2,399
Net Assets
$32,223
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,726
9.5%
Program Services $18,488
15.0%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27,485
22.3%
Assets/Debt
Total Assets $32,223
Total Liabilities $0
Net Assets $32,223

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$116,214
Expenses
$124,722
Net Income
-$8,508
Net Assets
$34,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,484
12.5%
Program Services $17,453
15.0%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,035
20.7%
Assets/Debt
Total Assets $34,622
Total Liabilities $0
Net Assets $34,622

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
1999

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated