Totals
- Total revenue
- $903,733,186
- Total expenses
- $885,296,050
- Contributions and grants received
- $6,005
- Grants paid
- $0
- Program service revenue
- $708,736,959
- Investment income
- $194,971,248
- Other revenue
- $18,974
- Total assets, end of year
- $4,426,033,902
- Total liabilities, end of year
- $4,123,729,413
- Net assets or fund balances, end of year
- $302,304,489
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $0
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.
-
1f · All other contributions, gifts and grants
$6,005
-
2a · Program service revenue: PREMIUMS & ANNUITIES
total $708,736,959 · related or exempt $708,736,959
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $200,531,453 · excluded $200,531,453
-
6a · Gross rents
real property $544,382
-
6b · Less rental expenses
real property $525,408
-
6c · Rental income or loss
real property $18,974 · personal property $0
-
6d · Net rental income or loss
total $18,974 · excluded $18,974
-
7a · Gross sales of assets other than inventory
securities $910,407,508
-
7b · Less cost or other basis and sales expenses
securities $915,967,713
-
7c · Gain or loss
securities -$5,560,205 · other assets $0
-
7d · Net gain or loss
total -$5,560,205 · excluded -$5,560,205
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $844,892,598
-
5 · Compensation of officers, directors and key employees
total $2,716,817
-
7 · Other salaries and wages
total $8,308,965
-
8 · Pension plan contributions
total $1,099,217
-
9 · Other employee benefits
total $763,955
-
10 · Payroll taxes
total $607,096
-
11b · Fees: legal
total $133,353
-
11c · Fees: accounting
total $173,557
-
11f · Fees: investment management
total $2,173,362
-
11g · Fees: other
total $539,425
-
12 · Advertising and promotion
total $321,141
-
13 · Office expenses
total $214,152
-
14 · Information technology
total $466,864
-
16 · Occupancy
total $281,719
-
17 · Travel
total $458,636
-
19 · Conferences, conventions and meetings
total $190,423
-
22 · Depreciation, depletion and amortization
total $1,458,214
-
23 · Insurance
total $222,114
-
24a · Other expenses: COMMISSIONS
total $15,987,351
-
24b · Other expenses: REFUND TO MEMBERS
total $1,252,308
-
24c · Other expenses: FRATERAL EXPENSES
total $1,446,952
-
24d · Other expenses: MISCELLANEOUS
total $1,587,831
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,132,837 · end of year $8,909,443
-
2 · Savings and temporary cash investments
beginning of year $39,351,392 · end of year $55,687,935
-
4 · Accounts receivable
beginning of year $30,811 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$5,276,234
-
10b · Land, buildings and equipment: accumulated depreciation
$2,676,710
-
10c · Land, buildings and equipment, net
beginning of year $2,436,583 · end of year $2,599,524
-
11 · Investments: publicly traded securities
beginning of year $3,977,462,285 · end of year $4,152,657,671
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $182,353,846 · end of year $206,179,329
-
17 · Accounts payable and accrued expenses
beginning of year $1,239,031 · end of year $1,425,937
-
19 · Deferred revenue
beginning of year $114,590 · end of year $102,193
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $3,914,649,309 · end of year $4,122,201,283
-
31 · Retained earnings, endowment or other funds
beginning of year $288,764,824 · end of year $302,304,489
Mission and programs · 2023
Mission
LIFE INSURANCE, ANNUITIES, FRATERNAL ACTIVITIES AND OTHER BENEFITS TO MEMBERS OF THE SOCIETY.
-
LIFE INSURANCE, ANNUITIES, FRATERNAL ACTIVITIES AND OTHER BENEFITS TO MEMBERS OF THE SOCIETY.
As filed on the 2023 return.
Listed in Part VII
-
William W HuntWILLIAM W HUNT
CHIEF EXECUTIVE OFFICER
- Total calculated
- $874,916
- From this org
- $835,237
- From related orgs
- $0
- Other
- $39,679
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $609,907
- Bonus
- $211,868
- Other
- $13,462
- Deferred
- $13,200
- Nontaxable benefits
- $26,479
- Filer's total
- $874,916
-
Christina E MackellarCHRISTINA E MACKELLAR
NATIONAL DIRECTOR
- Total calculated
- $23,612
- From this org
- $23,612
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
David E BevinsDAVID E BEVINS
NATIONAL DIRECTOR
- Total calculated
- $46,062
- From this org
- $46,062
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
David L PringleDAVID L PRINGLE
NATIONAL DIRECTOR
- Total calculated
- $45,626
- From this org
- $45,626
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Donna L BrophyDONNA L BROPHY
NATIONAL DIRECTOR
- Total calculated
- $43,014
- From this org
- $43,014
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
John B SchmotzerJOHN B SCHMOTZER
NATIONAL DIRECTOR
- Total calculated
- $8,500
- From this org
- $8,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Joseph S BieleckiJOSEPH S BIELECKI
NATIONAL DIRECTOR
- Total calculated
- $41,000
- From this org
- $41,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
Lee Ann HaziLEE ANN HAZI
NATIONAL DIRECTOR / BOARD CHAIR
- Total calculated
- $69,955
- From this org
- $69,955
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
-
Deborah L MorganDEBORAH L MORGAN
VICE PRESIDENT OF OPERATIONS
- Total calculated
- $316,002
- From this org
- $281,805
- From related orgs
- $0
- Other
- $34,197
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,167
- Bonus
- $38,694
- Other
- $6,944
- Deferred
- $9,912
- Nontaxable benefits
- $24,285
- Filer's total
- $316,002
-
Douglas A UlrichDOUGLAS A ULRICH
CONTROLLER
- Total calculated
- $251,904
- From this org
- $233,416
- From related orgs
- $0
- Other
- $18,488
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,971
- Bonus
- $36,899
- Other
- $5,546
- Deferred
- $8,839
- Nontaxable benefits
- $9,649
- Filer's total
- $251,904
-
Lesley MannLESLEY MANN
CHIEF MARKETING OFFICER
- Total calculated
- $542,760
- From this org
- $522,483
- From related orgs
- $0
- Other
- $20,277
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $408,796
- Bonus
- $102,715
- Other
- $10,972
- Deferred
- $13,200
- Nontaxable benefits
- $7,077
- Filer's total
- $542,760
-
Mark CloutierMARK CLOUTIER
CHIEF FINANCIAL OFFICER
- Total calculated
- $453,467
- From this org
- $429,304
- From related orgs
- $0
- Other
- $24,163
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $322,206
- Bonus
- $93,209
- Other
- $13,889
- Deferred
- $0
- Nontaxable benefits
- $24,163
- Filer's total
- $453,467
-
Damien FeiklowiczDAMIEN FEIKLOWICZ
AVP - Business Intelligence
- Total calculated
- $209,618
- From this org
- $192,431
- From related orgs
- $0
- Other
- $17,187
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,254
- Bonus
- $15,147
- Other
- $11,030
- Deferred
- $7,501
- Nontaxable benefits
- $9,686
- Filer's total
- $209,618
-
Frank DileoFRANK DILEO
AVP - Investments
- Total calculated
- $219,029
- From this org
- $190,036
- From related orgs
- $0
- Other
- $28,993
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,907
- Bonus
- $16,687
- Other
- $9,442
- Deferred
- $7,122
- Nontaxable benefits
- $21,871
- Filer's total
- $219,029
-
Kirk DietrichKIRK DIETRICH
National Sales Manager
- Total calculated
- $235,801
- From this org
- $205,278
- From related orgs
- $0
- Other
- $30,523
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,486
- Bonus
- $84,115
- Other
- $5,677
- Deferred
- $6,323
- Nontaxable benefits
- $24,200
- Filer's total
- $235,801
-
Kyle FultonKYLE FULTON
AVP - IT
- Total calculated
- $230,435
- From this org
- $212,796
- From related orgs
- $0
- Other
- $17,639
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,461
- Bonus
- $16,518
- Other
- $13,817
- Deferred
- $7,922
- Nontaxable benefits
- $9,717
- Filer's total
- $230,435
-
Ricardo RodriguezRICARDO RODRIGUEZ
AVP - New Business & Underwriting
- Total calculated
- $255,811
- From this org
- $227,481
- From related orgs
- $0
- Other
- $28,330
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,578
- Bonus
- $36,486
- Other
- $5,417
- Deferred
- $7,812
- Nontaxable benefits
- $20,518
- Filer's total
- $255,811
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · SCHOLARSHIPS · PA · controlled entity
Directly controlled by GBU
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349308122
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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