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Nonprofiteer
← LIDMA INC

Form 990 for tax year 2022

Filed by LIDMA INC.

Totals

Total revenue
$400,011
Total expenses
$320,345
Contributions and grants received
$0
Grants paid
$10,400
Program service revenue
$400,835
Investment income
$359
Other revenue
-$1,183
Total assets, end of year
$417,389
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$417,389
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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $208,451 · related or exempt $208,451

  • 2b · Program service revenue: CONFERENCE SPONSORSHIP

    total $133,000 · related or exempt $133,000

  • 2c · Program service revenue: ANNUAL CONFERENCE

    total $59,110 · related or exempt $59,110

  • 2d · Program service revenue: SERVICES

    total $274 · related or exempt $274

  • 3 · Investment income

    total $359 · excluded $359

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $1,183

  • 8c · Net income from fundraising events

    total -$1,183 · excluded -$1,183

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,400

  • 11a · Fees: management

    total $92,450

  • 11c · Fees: accounting

    total $2,800

  • 12 · Advertising and promotion

    total $3,864

  • 13 · Office expenses

    total $9,877

  • 14 · Information technology

    total $10,543

  • 19 · Conferences, conventions and meetings

    total $179,998

  • 23 · Insurance

    total $1,645

  • 24a · Other expenses: DUES & MEMBERSHIP

    total $8,768

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $161,036 · end of year $240,343

  • 2 · Savings and temporary cash investments

    beginning of year $176,687 · end of year $177,046

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $337,723 · end of year $417,389

Mission and programs · 2022

Mission

LIDMA IS THE FORUM WHEREBY DISTRIBUTION, MANUFACTURING, TECHNOLOGY, AND SERVICE PROVIDERS IN THE LIFE INSURANCE DIRECT MARKETING INDUSTRY DEVELOP SOLUTIONS TO BETTER SERVE CONSUMERS.

Activities or mission (Part I)

LIDMA'S 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.

  • LIDMA HOLDS AN ANNUAL CONFERENCE TO PROVIDE A FORUM FOR LEARNING ABOUT CURRENT TRENDS AND ENHANCING PROCESSES IN THE LIFE INSURANCE DIRECT MARKETING INDUSTRY.

As filed on the 2022 return.

Listed in Part VII

  • R Jan Pinney

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Nicole Buckenmeyer

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Jeff McCauley

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Brian Barnes

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • Jenny Canas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Fusick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Campbell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Hewett

    DIRECTOR

    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 F Klein IV

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Keli Seder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian T Casey

    LEGAL COUNSEL

    Total calculated
    $0
    Hours/week
    1

  • Andrew Doerman

    INNOVATION AWARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Denis Clifford

    MEMBERSHIP VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Tim Shaheen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Sutton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gina Grantham Non-Voting

    EXECUTIVE DIRECTOR

    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

Provenance

Return type
form_990
Tax year
2022
Filed
19 October 2023
IRS schema version
2022v5.0
Source object
202333189349304538

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