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← ASSOCIATION OF LIFE INSURANCE COUNSEL

Form 990 for tax year 2025

Filed by ASSOCIATION OF LIFE INSURANCE COUNSEL.

Totals

Total revenue
$527,836
Total expenses
$499,737
Contributions and grants received
$104,300
Grants paid
$0
Program service revenue
$0
Investment income
$8,917
Other revenue
$414,619
Total assets, end of year
$728,031
Total liabilities, end of year
$126,160
Net assets or fund balances, end of year
$601,871
Program services expenses (Part IX)
$424,810
Management and general expenses
$74,927
Fundraising expenses
$0
Program service expenses (Part III)
$424,810

Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

    $104,300

  • 3 · Investment income

    total $8,917 · related or exempt $8,917

  • 11a · Other revenue: ANNUAL MEETING

    total $414,060 · related or exempt $414,060

  • 11b · Other revenue: OTHER REVENUE

    total $559 · related or exempt $559

  • 11e · Other revenue, total

    $414,619

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $71,897 · program services $35,949 · management and general $35,948

  • 11g · Fees: other

    total $8,651 · program services $8,651

  • 13 · Office expenses

    total $17,326 · management and general $17,326

  • 14 · Information technology

    total $4,841 · management and general $4,841

  • 19 · Conferences, conventions and meetings

    total $351,169 · program services $351,169

  • 23 · Insurance

    total $1,240 · management and general $1,240

  • 24a · Other expenses: BOARD/GOVERNANCE

    total $27,476 · program services $27,476

  • 24b · Other expenses: BANK AND MERCHANT FEES

    total $15,572 · management and general $15,572

  • 24c · Other expenses: PROGRAM EXPENSES

    total $1,565 · program services $1,565

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $332,959 · end of year $571,421

  • 9 · Prepaid expenses and deferred charges

    beginning of year $71,267 · end of year $99,110

  • 11 · Investments: publicly traded securities

    beginning of year $253,556

  • 15 · Other assets

    beginning of year $50,000 · end of year $57,500

  • 19 · Deferred revenue

    beginning of year $134,010 · end of year $126,160

  • 27 · Net assets without donor restrictions

    beginning of year $573,772 · end of year $601,871

Mission and programs · 2025

Mission

THE ASSOCIATION OF LIFE INSURANCE COUNSEL PROMOTES THE EFFECTIVENESS OF LEGAL SERVICES TO LIFE INSURANCE COMPANIES, AND FURTHERS THE EDUCATION AND PROFESSIONAL ABILITIES OF LIFE INSURANCE LAWYERS.

  • TO FURTHER THE EDUCATION OF EFFECTIVENESS OF THE LIFE INSURANCE COUNSEL THROUGH PUBLICATIONS AND EDUCATION PROGRAMS.

    Expenses $424,810

  • TO FURTHER THE EDUCATION OF EFFECTIVENESS OF THE LIFE INSURANCE COUNSEL THROUGH PUBLICATIONS AND EDUCATION PROGRAMS.

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paige Freeman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Jacqueline Veneziani

    PRESIDENT EL

    Total calculated
    $0
    Hours/week
    3
  • Jason Walters

    SECRETARY TR

    Total calculated
    $0
    Hours/week
    5
  • Paul Johnston

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    3
  • Ryan Heinemann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Kenyatta Bolden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Richard Choi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Mark Drew

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Andrew Holland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Dodie Kent

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Ayana Gordon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Christine Neighbors

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Kimberly Shaul

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jay Orlandi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jillian Froment

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Allie Lin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Michael McDonnell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Chris Zimmerman

    TRUSTEE

    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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
3 August 2026
IRS schema version
2025v4.0
Source object
202602159349300050

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