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← MDRT GLOBAL SERVICES

Form 990 for tax year 2024

Filed by MDRT GLOBAL SERVICES.

Totals

Total revenue
$3,473,278
Total expenses
$991,188
Contributions and grants received
$3,198,678
Grants paid
$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

Listed in Part VII

  • PEGGY TSAI

    FORMER PAST PRESIDENT

    Total calculated
    $61,041
    From this org
    $0
    From related orgs
    $61,041
    Other
    $0
    Hours/week
    1 + 5 related

  • AURORA TANCOCK

    SECRETARY

    Total calculated
    $35,206
    From this org
    $0
    From related orgs
    $35,206
    Other
    $0
    Hours/week
    1 + 5 related

  • GREG GAGNE

    PAST PRESIDENT

    Total calculated
    $88,788
    From this org
    $0
    From related orgs
    $88,788
    Other
    $0
    Hours/week
    1 + 10 related

  • CAROL KHENG

    PRESIDENT

    Total calculated
    $112,308
    From this org
    $0
    From related orgs
    $112,308
    Other
    $0
    Hours/week
    1 + 5 related

  • JOHN NICHOLS

    1ST VICE PRESIDENT

    Total calculated
    $48,914
    From this org
    $0
    From related orgs
    $48,914
    Other
    $0
    Hours/week
    1 + 5 related

  • CLAY GILLESPIE

    2ND VICE PRESIDENT

    Total calculated
    $58,924
    From this org
    $0
    From related orgs
    $58,924
    Other
    $0
    Hours/week
    1 + 5 related

  • STEPHEN STAHR

    CEO

    Total calculated
    $1,144,079
    From this org
    $0
    From related orgs
    $994,021
    Other
    $150,058
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $838,455 related
    Bonus
    $0 + $155,566 related
    Other
    $0
    Deferred
    $0 + $115,022 related
    Nontaxable benefits
    $0 + $35,036 related
    Filer's total
    $0 + $1,144,079 related

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 — 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
EXECUTIVE MEMBERS AND THE CEO CAN CHOOSE TO TRAVEL FIRST CLASS ON FLIGHTS WITH DURATIONS OF THREE HOURS OR LONGER (NONTAXABLE BENEFIT). SPOUSES CAN ACCOMPANY THE EXECUTIVE COMMITTEE MEMBERS ON THEIR TRAVELS (TAXABLE BENEFIT). EACH EXECUTIVE COMMITTEE MEMBER RECEIVES A GROSS UP PAYMENT RELATED TO THEIR SPOUSAL TRAVEL. EXECUTIVE COMMITTEE MEMBERS RECEIVE AN ADMINISTRATIVE ALLOWANCE TAXABLE TO THE INDIVIDUAL TO DEFRAY THE COST OF STAFF SUPPORT EXPENSES THEY MAY INCUR IN THE PERFORMANCE OF THEIR EXECUTIVE COMMITTEE DUTIES AND ORGANIZATION WORK. NO MEMBER OF THE ORGANIZATION OR OF THE EXECUTIVE COMMITTEE, OR OF ANY OTHER COMMITTEE, RECEIVES COMPENSATION FOR SERVICES RENDERED. THE AMOUNTS BUDGETED FOR THE MATTERS ABOVE ARE INCLUDED IN THE ORGANIZATION'S BUDGET. THE BUDGET IS APPROVED BY THE FINANCE COMMITTEE ON AN ANNUAL BASIS.
PART I, LINE 1B
THE ORGANIZATION'S AFFILIATE, MDRT, MAINTAINS AND FOLLOWS WRITTEN POLICIES REGARDING FIRST CLASS TRAVEL, SPOUSE TRAVEL, GROSS-UP PAYMENTS, AND DISCRETIONARY SPENDING ACCOUNTS.
PART I, LINE 3
EXPENSE REPORTS MUST BE SUBMITTED IN ORDER TO RECEIVE REIMBURSEMENT FROM THE ORGANIZATION'S AFFILIATE, MDRT. RECEIPTS ARE REQUIRED FOR ITEMS $25 OR GREATER. RECEIPTS ARE REQUIRED FOR ALL PURCHASES MADE WITH THE ORGANIZATION'S CREDIT CARD.
PART I, LINE 4B
THE FOLLOWING PERSON RECEIVED BENEFITS FROM OR OTHERWISE PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: STEPHEN STAHR - BENEFITS DO NOT VEST UNTIL RETIREMENT DATE IS REACHED.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 June 2025
IRS schema version
2024v5.1
Source object
202501699349300035

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