Totals
- Total revenue
- $301,251
- Total expenses
- $433,722
- Contributions and grants received
- $140,209
- Grants paid
- $11,000
- Program service revenue
- $147,754
- Investment income
- $13,288
- Other revenue
- $0
- Total assets, end of year
- $299,184
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $299,184
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$140,209
-
2a · Program service revenue: CONFERENCE SPONSORSHIP
total $119,000
-
2b · Program service revenue: ANNUAL CONFERENCE
total $28,754
-
3 · Investment income
total $13,288
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $11,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $102,450
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,495
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $1,353
-
13 · Office expenses
total $720
-
14 · Information technology
total $6,134
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $300,718
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,750
-
24a · Other expenses: Bank/CC fees
total $7,646
-
24b · Other expenses: Corp filing fees
total $210
-
24c · Other expenses: Process improvement
total $247
-
24d · Other expenses: Rounding
total -$1
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $179,660 · end of year $86,603
-
2 · Savings and temporary cash investments
beginning of year $254,811 · end of year $212,581
-
31 · Retained earnings, endowment or other funds
beginning of year $434,471 · end of year $299,184
Mission and programs · 2024
Mission
LIDMAS CONFERENCES AND MEETINGS SERVE AS AN EDUCATIONAL FORUM WHEREBY DISTRIBUTION, MANUFACTURING, TECHNOLOGY AND SERVICE PROVIDERS IN THE LIFE INSURANCE DIRECT MARKETING INDUSTRY LEARN ABOUT NEW DEVELOPMENTS, LEGISLATION AND EMERGING INDUSTRY ISSUES TO DEVELOP SOLUTIONS TO BETTER SERVE CONSUMERS.
Activities or mission (Part I)
LIDMA IS THE FORUM WHEREBY DISTRIBUTION, MANUFACTURING, TECHNOLOGY, AND SERVICE PROVIDERS IN THE LIFE INSURANCE DIRECT MARKETING INDUSTRY DEVELOP SOLUTIONS TO BETTER SERVE CONSUMERS
-
LIDMA HOLDS AN ANNUAL CONFERENCE TO PROVIDE A FORUM FOR LEARNING ABOUT CURRENT TRENDS AND ENHANCING PROCESSES IN THE LIFE INSURNACE DIRECT MARKETING INDUSTRY
As filed on the 2024 return.
Listed in Part VII
-
Brian Barnes
President Elect
- Total calculated
- $0
- Hours/week
- 1
-
Brian Bland
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Bowerman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nicole Buckenmeyer
President
- Total calculated
- $0
- Hours/week
- 2
-
Chris Campbell
Director
- Total calculated
- $0
- Hours/week
- 1
-
Denis Clifford
Committee
- Total calculated
- $0
- Hours/week
- 1
-
Maryann Crossan
Committee
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Doerman
Committee
- Total calculated
- $0
- Hours/week
- 1
-
Shervin Eftekhari
Founder
- Total calculated
- $0
- Hours/week
- 1
-
Mark Holweger
Director
- Total calculated
- $0
- Hours/week
- 1
-
Pete Kalasountas
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joe Klein IV
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey McCauley
Treasure
- Total calculated
- $0
- Hours/week
- 1
-
Nicole Myers
Committee
- Total calculated
- $0
- Hours/week
- 1
-
Travis Phillips
Committee
- Total calculated
- $0
- Hours/week
- 1
-
Ryan Pinney
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Reynolds
Director
- Total calculated
- $0
- Hours/week
- 1
-
Keli Seder
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tim Shaheen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Pat Wedeking
Past Pres
- Total calculated
- $0
- Hours/week
- 1
-
Jeffifer Youngs
Committee
- Total calculated
- $0
- Hours/week
- 1
-
Gina Grantham Non-Voting
Exec Dir
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$11,000
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523049349302012
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.