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ASSOCIATION FOR ADVANCED LIFE UNDERWRITING

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Tax-exempt status may be revoked

ASSOCIATION FOR ADVANCED LIFE UNDERWRITING

EIN 52-2118793

What they do

to PROMOTE, PRESERVE and PROTECT ADVANCED LIFE INSURANCE PLANNING for THE BENEFIT of OUR MEMBERS, THEIR CLIENTS, THE INDUSTRY and THE GENERAL PUBLIC.

Before you give

Should I give to this charity?

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Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

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 checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2020The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$86.68spent for every $100 of revenueRevenue covered expenses this year.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. 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 $555,482 for MARC CADIN (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.

Money

Financial picture

Tax year 2020

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

Revenue$7,824,367
Expenses$6,782,459
Annual surplus $1,041,908 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$7,824,367
Expenses$6,782,459
Grants given$10,000
Average grant$10,000
Stocks and bonds$4,400,439
Accounting fees$205,310
People

Leadership and board

Tax year 2020

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
MARC CADINCEO · 40 hrs/week $555,482Base $502,498 · Other $52,984
DAVID STERTZERSENIOR EXECUTIVE ADVISOR · 40 hrs/week $401,588Base $347,229 · Other $54,359
SUZANNE JACOBSSVP, BUSINESS DEVELOPMENT · 40 hrs/week $258,058Base $217,515 · Other $40,543
MARILYN MATICICVP, MEMBER EXPERIENCE · 40 hrs/week $254,014Base $236,717 · Other $17,297
ARMSTRONG ROBINSONVP, LEGISLATIVE AFFAIRS · 40 hrs/week $227,119Base $192,346 · Other $34,773
MATTHEW DERRICKSVP, MEMBER SERVICES · 40 hrs/week $191,676Base $167,895 · Other $23,781
CHRISTOPHER MORTONEVP, GOVT AFFAIRS & BUS. STRATEGY · 40 hrs/week $163,419Base $141,752 · Other $21,667
TRACY MAWYERCFO · 40 hrs/week $159,196Base $128,344 · Other $30,852
DAVID HOLLINGSWORTHSR. DIR. OF PUBLIC POLICY & CONTENT DEV. · 40 hrs/week $123,539Base $111,764 · Other $11,775

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 (29)

MARC CADINCEO

DAVID STERTZERSENIOR EXECUTIVE ADVISOR

SUZANNE JACOBSSVP, BUSINESS DEVELOPMENT

MARILYN MATICICVP, MEMBER EXPERIENCE

ARMSTRONG ROBINSONVP, LEGISLATIVE AFFAIRS

MATTHEW DERRICKSVP, MEMBER SERVICES

CHRISTOPHER MORTONEVP, GOVT AFFAIRS & BUS. STRATEGY

TRACY MAWYERCFO

DAVID HOLLINGSWORTHSR. DIR. OF PUBLIC POLICY & CONTENT DEV.

RICH VAN BENSCHOTENVP/SECRETARY/TREASURER

RAYMOND L BENINGPRESIDENT

MICHAEL JAMESDIRECTOR

RICHARD MAUSDIRECTOR

ROBERT EICHLERDIRECTOR

TOM LOVEDIRECTOR

MARGUERITE RANGELDIRECTOR

JULIE SCHNEIDERDIRECTOR

LUIS CHIAPPYDIRECTOR

KRISTI BARENSDIRECTOR

JERI TURLEYPRESIDENT-ELECT - AS OF 2/2020

JAMES JOYCEDIRECTOR

JAMES HEBETSDIRECTOR

DON LIPPENCOTTDIRECTOR

DAVID FRITZDIRECTOR

DAVID BYERSIMMEDIATE PAST PRESIDENT

CHIP VAN DUSENDIRECTOR

CHET SCHWARTZDIRECTOR

CARL PETERSONDIRECTOR

BERKELY ARRANTSDIRECTOR

About this charity

Location
1220 L STREET NW NO 100, WASHINGTON, DC 20005
County
District of Columbia
In care of
MARC CADIN
Primary officer
MARC CADIN, CEO

How to reach them

Filing and classification

Latest tax year
2020
Tax period began
January 1, 2020
Return type
990
Tax preparer
MARCUM LLP
Grant-giving organization
Yes
Revocation date
May 15, 2024

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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