Form 990 for tax year 2022

Totals

Total revenue

$854,206

Total expenses

$1,079,250

Contributions and grants received

$123,945

Grants paid

$0

Program service revenue

$730,219

Investment income

$42

Other revenue

$0

Total assets, end of year

$0

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$0

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.

Mission and programs · 2022

• ANNUAL MEETING: FACILITATED THE EXCHANGE OF INFORMATION CONCERNING INDEPENDENT LIFE AGENCIES VIA WORKSHOP AND PRESENTATIONS BY VARIOUS SPEAKERS, ATTENDANCE-APPROXIMATELY 1,000.

• PUBLICATION: DISSEMINATED TECHNICAL AND GENERAL INFORMATION RELATED TO INDUSTRY IN NEWSLETTERS AND MAGAZINES. APPROXIMATELY 5,500 RECIPIENTS.

As filed on the 2022 return.

Listed in Part VII

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

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.

• NAILBA CHARITABLE FOUNDATION

  501(C)(3) · PROVIDE GRANTS, FUNDS TO ORGANIZATIONS · VA

  Directly controlled by NAILBA

• FINSECA

  501(C)(6) · ADVOCATE FOR THE FINANCIAL SECURITY PROFESSION · DC

• FINSECA FOUNDATION

  501(C)(3) · PROVIDE RESEARCH & EDUCATION MATERIALS TO THOSE IN LIFE INSURANCE SERVICES. · DC

  Directly controlled by FINSECA

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

• FINSECA

  $1,316,903

  Disposition · CASH AND CASH EQUIVALENT · Sep 1, 2022 · 501(C)(6)

• FINSECA

  $385,142

  Disposition · ACCOUNTS RECEIVABLE · Sep 1, 2022 · 501(C)(6)

• FINSECA

  $178,074

  Disposition · PREPAID EXPENSES · Sep 1, 2022 · 501(C)(6)

• FINSECA

  $9,721

  Disposition · SECURITY DEPOSITS · Sep 1, 2022 · 501(C)(6)

• FINSECA

  $2,596

  Disposition · PROPERTY AND EQUIPMENT · Sep 1, 2022 · 501(C)(6)

• FINSECA

  -$66,758

  Disposition · ACCOUNTS PAYABLE AND ACCRUED EXPENSES · Sep 1, 2022 · 501(C)(6)

• FINSECA

  -$1,496,978

  Disposition · DEFERRED REVENUE · Sep 1, 2022 · 501(C)(6)

• FINSECA

  -$328,700

  Disposition · NET ASSETS WITHOUT DONOR RESTRICTIONS · Sep 1, 2022 · 501(C)(6)

Provenance

Return type

form_990

Tax year

2022

Filed

15 November 2023

IRS schema version

2022v5.0

Source object

202313199349330986

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