THE COMPLIANCE AND ETHICS FORUM FOR LIFE INSURERS
EIN 27-3782503 · Business & Industry (S40)
What they do
to PROVIDE A FORUM to SERVE THE NEEDS of THE LIFE INSURANCE INDUSTRYS COMPLIANCE and ETHICS PROFESSIONALS.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders25 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Pay context: The highest compensation shown in this filing is $472,399 for DONALD WALTERS (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (25)
DONALD WALTERSPRESIDENT & CEO
CARLA STRAUCHSVP - COMPLIANCE & ETHICS
DEIDRE KEIMACHVP - COMPLIANCE & ETHICS
NANCY PEREZEXEC ASST/OFFICE MGR
WAYNE SMILEYBOARD OF DIRECTOR
BRADLEY LUCIDOBOARD OF DIRECTOR (THRU 9/23/24)
VICKIE BULGERBOARD OF DIRECTOR
TIMOTHY ODRISCROLLBOARD OF DIRECTOR
TIMOTHY BOLDENCHAIR (THRU 9/23/24)
STEVE KOSLOWBOARD OF DIRECTOR
SHARON PACHECOBOARD OF DIRECTOR
SCOTT CREUTZMANNBOARD OF DIRECTOR
PETE ROCKBOARD OF DIRECTOR
NANCY SWEETBOARD OF DIRECTOR
MEGAN CLAYPOOLCHAIR-ELECT
MAUREEN HENDERSONBOARD OF DIRECTOR
MARLA LACEYBOARD OF DIRECTOR
KYLE JENNINGSBOARD OF DIRECTOR
JIM GOLEMBIEWSKIBOARD OF DIRECTOR (THRU 9/23/24)
JAMES ODLANDBOARD OF DIRECTOR (THRU 9/23/24)
GEORGE HANLEYBOARD OF DIRECTOR (THRU 9/23/24)
ERICH AXMACHERBOARD OF DIRECTOR
CYNDI HALLBOARD OF DIRECTOR
CRAIG FRIEDMANBOARD OF DIRECTOR
CHAD ESLINGERBOARD OF DIRECTOR
About this charity
- Recognized since
- January 2014
- Location
- PO BOX 30940, BETHESDA, MD 20824-0940
- County
- Montgomery
- In care of
- DONALD J WALTERS
- Primary officer
- DONALD J WALTERS, PRESIDENT AND CEO
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990
- Tax preparer
- RSM US LLP
- NTEE classification
- Business & Industry (S40)
- IRS tax category
- Business & Industry