Assured Life Association

Centennial, CO
Tax-exempt since Aug. 1940
EIN: 84-0356870

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Type of Nonprofit

Designated as a 501(c)(8) Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are tax deductible.

Revenue

$9.11M (2023)

Expenses

$8.99M (2023)

Total Assets

$59.1M (2023)

Total Liabilities

$45.5M (2023)

Source: Form 990 tax filings from 2011 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 Dec.
2023

Revenue

$9,109,480

Expenses

$8,987,732

Net Income

$121,748

Net Assets

$13,528,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,414,936	70.4%
Investment Income	$2,685,668	29.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$100,620
Net Inventory Sales	$0
Other Revenue	$109,496	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$651,328	7.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$202,517	2.3%

Assets/Debt
Total Assets	$59,070,732
Total Liabilities	$45,542,602
Net Assets	$13,528,130

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (President/Tr)	$277,466	$0	$43,221
Diane L Muller (Sec/Vp Opera)	$163,181	$0	$32,623
Jerome L Christensen Through 823 (Vice Preside)	$63,979	$0	$14,827
Tanya S Unrein (Chair)	$14,918	$0	$0
Douglas H Oury (Director)	$9,180	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Ernest T Giambra (Director)	$7,230	$0	$0
Billy B Hill Jr (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0
Charles R Cloud Thru 52023 (Director)	$3,013	$0	$0

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990

Filed on Nov. 1, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$10,833,866

Expenses

$10,393,488

Net Income

$440,378

Net Assets

$13,262,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,715,113	71.2%
Investment Income	$2,268,708	20.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$706,877	6.5%
Net Inventory Sales	$0
Other Revenue	$143,168	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$700,607	6.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$173,362	1.7%

Assets/Debt
Total Assets	$59,414,767
Total Liabilities	$46,152,314
Net Assets	$13,262,453

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (President/Tr)	$269,387	$0	$40,486
Diane L Muller (Sec/Vp Opera)	$142,498	$0	$28,338
Jerome L Christensen (Vice Preside)	$131,211	$0	$28,439
Tanya S Unrein (Chair)	$14,918	$0	$0
Douglas H Oury (Director)	$9,180	$0	$0
Charles R Cloud (Director)	$7,230	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Ernest T Giambra (Director)	$7,230	$0	$0
Billy B Hill Jr (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0

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990

Filed on Oct. 23, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$10,289,844

Expenses

$11,919,239

Net Income

-$1,629,395

Net Assets

$13,081,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,304,594	90.4%
Investment Income	$1,868,545	18.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,044,672
Net Inventory Sales	$0
Other Revenue	$161,377	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$677,067	5.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$228,458	1.9%

Assets/Debt
Total Assets	$58,347,375
Total Liabilities	$45,266,341
Net Assets	$13,081,034

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (President/Tr)	$264,048	$0	$39,455
Diane L Muller (Sec/Vp Opera)	$134,756	$0	$26,545
Jerome L Christensen (Vice Preside)	$125,197	$0	$26,818
Tanya S Unrein (Chair)	$14,918	$0	$0
Douglas H Oury (Director)	$9,180	$0	$0
Charles R Cloud (Director)	$7,230	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Ernest T Giambra (Director)	$7,230	$0	$0
Billy B Hill Jr (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0

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990

Filed on Aug. 30, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$13,401,063

Expenses

$13,027,323

Net Income

$373,740

Net Assets

$14,609,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,848,060	80.9%
Investment Income	$2,543,318	19.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$164,873
Net Inventory Sales	$0
Other Revenue	$174,558	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$651,923	5.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$260,212	2.0%

Assets/Debt
Total Assets	$60,588,572
Total Liabilities	$45,979,380
Net Assets	$14,609,192

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (President/Tr)	$259,206	$0	$38,072
Diane L Muller (Sec/Vp Opera)	$123,194	$0	$24,461
Jerome L Christensen (Vice Preside)	$121,692	$0	$25,050
Tanya S Unrein (Chair)	$14,918	$0	$0
Douglas H Oury (Director)	$9,180	$0	$0
Charles R Cloud (Director)	$7,230	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Ernest T Giambra (Director)	$7,230	$0	$0
Billy B Hill Jr (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0

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990

Filed on July 15, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$13,492,279

Expenses

$12,617,807

Net Income

$874,472

Net Assets

$14,058,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,001,286	74.1%
Investment Income	$2,751,998	20.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$535,769	4.0%
Net Inventory Sales	$0
Other Revenue	$203,226	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$630,305	5.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$231,711	1.8%

Assets/Debt
Total Assets	$59,284,267
Total Liabilities	$45,225,911
Net Assets	$14,058,356

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (President/Tr)	$251,055	$0	$37,418
Diane L Muller (Sec/Vp Opera)	$118,925	$0	$23,409
Jerome L Christensen (Vice Preside)	$118,129	$0	$24,133
Tanya S Unrein (Chair)	$14,918	$0	$0
Douglas H Oury (Director)	$9,180	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Paul D Jorgensen (Director)	$7,230	$0	$0
Billy B Hill Jr (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0
Charles R Cloud (Director)	$4,218	$0	$0

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990

Filed on Oct. 15, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$13,440,925

Expenses

$13,228,904

Net Income

$212,021

Net Assets

$13,336,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,466,730	77.9%
Investment Income	$2,559,394	19.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$149,939	1.1%
Net Inventory Sales	$0
Other Revenue	$264,862	2.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$648,346	4.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$214,586	1.6%

Assets/Debt
Total Assets	$58,383,598
Total Liabilities	$45,047,453
Net Assets	$13,336,145

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (President/Tr)	$251,223	$0	$52,010
Diane L Muller (Sec/Vp Opera)	$116,258	$0	$39,368
Jerome L Christensen (Vice Preside)	$107,835	$0	$29,236
Tanya S Unrein (Chair)	$14,918	$0	$0
Douglas H Oury (Director)	$9,180	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Paul D Jorgensen (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0
Billy B Hill Jr (Director)	$6,628	$0	$0
Charles R Cloud (Director)	$0	$0	$0

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990

Filed on Oct. 21, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$14,933,502

Expenses

$14,783,026

Net Income

$150,476

Net Assets

$13,046,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,738,856	78.6%
Investment Income	$2,828,902	18.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$110,062	0.7%
Net Inventory Sales	$0
Other Revenue	$255,682	1.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$589,751	4.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$229,466	1.6%

Assets/Debt
Total Assets	$58,707,927
Total Liabilities	$45,661,470
Net Assets	$13,046,457

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (President/Tr)	$223,151	$0	$33,819
Diane L Muller (Sec/Vp Opera)	$122,737	$0	$21,652
Jerome L Christensen (Vice Preside)	$114,453	$0	$20,920
Tanya S Unrein (Chair)	$13,484	$0	$0
Douglas H Oury (Director)	$10,615	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Paul D Jorgensen (Director)	$7,230	$0	$0
Rodney D Kellenberger (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0
Charles R Cloud (Director)	$0	$0	$0

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990

Filed on Nov. 13, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$17,149,874

Expenses

$16,874,791

Net Income

$275,083

Net Assets

$12,752,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$14,029,851	81.8%
Investment Income	$2,583,221	15.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$212,039	1.2%
Net Inventory Sales	$0
Other Revenue	$324,763	1.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$543,646	3.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$269,939	1.6%

Assets/Debt
Total Assets	$58,565,916
Total Liabilities	$45,813,376
Net Assets	$12,752,540

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (President/Tr)	$199,347	$0	$32,064
Diane L Muller (Sec/Vp Opera)	$111,001	$0	$20,361
Jerome L Christensen (Vice Preside)	$108,614	$0	$19,241
Douglas H Oury (Chair)	$14,918	$0	$0
Tanya S Unrein (Director)	$9,180	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Paul D Jorgensen (Director)	$7,230	$0	$0
Rodney D Kellenberger (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0
Charles R Cloud (Director)	$0	$0	$0

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990

Filed on July 13, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$19,507,087

Expenses

$19,393,101

Net Income

$113,986

Net Assets

$12,804,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$16,526,988	84.7%
Investment Income	$2,735,277	14.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$500,620
Net Inventory Sales	$0
Other Revenue	$745,442	3.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$529,529	2.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$278,874	1.4%

Assets/Debt
Total Assets	$57,886,892
Total Liabilities	$45,082,117
Net Assets	$12,804,775

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (Pres/Treas/V)	$177,484	$0	$31,053
Diane L Muller (Corp Sec/Vp)	$116,647	$0	$22,799
Jerome L Christensen (Vp Frat Affa)	$109,187	$0	$19,339
Douglas H Oury (Chair)	$14,918	$0	$0
Tanya S Unrein (Director)	$9,180	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Paul D Jorgensen (Director)	$7,230	$0	$0
Rodney D Kellenberger (Director)	$7,230	$0	$0
Christopher A York (Director)	$7,230	$0	$0
Charles R Cloud (Director)	$0	$0	$0

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990

Filed on July 26, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$21,797,270

Expenses

$22,235,962

Net Income

-$438,692

Net Assets

$12,439,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$18,840,636	86.4%
Investment Income	$2,480,359	11.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$110,512	0.5%
Net Inventory Sales	$0
Other Revenue	$365,763	1.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$505,947	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$304,760	1.4%

Assets/Debt
Total Assets	$58,706,586
Total Liabilities	$46,267,318
Net Assets	$12,439,268

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (Pres/Treas/V)	$175,671	$0	$28,128
Diane L Muller (Corp Sec/Vp)	$111,283	$0	$18,196
Jerome L Christensen (Vp Frat Affa)	$106,536	$0	$16,730
Douglas H Oury (Chair)	$14,918	$0	$0
Tanya S Unrein (Director)	$9,180	$0	$0
Lance C Foreman (Director)	$7,230	$0	$0
Paul D Jorgensen (Director)	$7,230	$0	$0
Rodney D Kellenberger (Director)	$7,230	$0	$0
Christopher A York (Director)	$3,615	$0	$0
Charles R Cloud (Director)	$0	$0	$0

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990

Filed on Aug. 12, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$26,596,703

Expenses

$26,213,286

Net Income

$383,417

Net Assets

$12,949,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$23,587,163	88.7%
Investment Income	$2,350,441	8.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$125,785	0.5%
Net Inventory Sales	$0
Other Revenue	$533,314	2.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$478,326	1.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$255,226	1.0%

Assets/Debt
Total Assets	$59,345,918
Total Liabilities	$46,396,102
Net Assets	$12,949,816

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Gary R Wheeler (Pres/Treas/V)	$160,671	$0	$21,995
Diane L Muller (Corp Sec/Vp)	$109,911	$0	$18,449
Jerome L Christensen (Vp Frat Affa)	$104,739	$0	$16,610
Douglas H Oury (Chair)	$14,918	$0	$0
Tanya S Unrein (Director)	$9,180	$0	$0
Lance C Foreman (Vice Chair)	$7,393	$0	$0
Paul D Jorgensen (Director)	$7,230	$0	$0
Rodney D Kellenberger (Director)	$7,230	$0	$0
Charles R Cloud (Director)	$0	$0	$0
Timothy O North (Director)	$0	$0	$0

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990

Filed on Aug. 1, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$29,128,552

Expenses

$28,397,608

Net Income

$730,944

Net Assets

$12,689,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$25,972,844	89.2%
Investment Income	$2,748,241	9.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$119,552
Net Inventory Sales	$0
Other Revenue	$527,019	1.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$472,542	1.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$263,064	0.9%

Assets/Debt
Total Assets	$59,766,168
Total Liabilities	$47,077,120
Net Assets	$12,689,048

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$28,775,382

Expenses

$28,820,500

Net Income

-$45,118

Net Assets

$12,018,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$25,887,879	90.0%
Investment Income	$2,491,445	8.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$28,026
Net Inventory Sales	$0
Other Revenue	$424,084	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$466,996	1.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$266,486	0.9%

Assets/Debt
Total Assets	$58,700,026
Total Liabilities	$46,681,152
Net Assets	$12,018,874

990

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

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

990

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

PDF

Fiscal Year Ending Dec.
2004

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

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.

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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.

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Updated December 20, 2024

Assured Life Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $9.11M (2023)

Expenses $8.99M (2023)

Total Assets $59.1M (2023)

Total Liabilities $45.5M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$9.11M (2023)

Expenses

$8.99M (2023)

Total Assets

$59.1M (2023)

Total Liabilities

$45.5M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004