Rocky Mtn Chap Of American Society Of Chartered Life Underwriters
- Assets
- $16.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Parker, CO
- Founding
- 02/1972
- Data as of
- 06/2019
- EIN
- 23-7164934
Organization Overview
Rocky Mtn Chap Of American Society Of Chartered Life Underwriters is located in Parker, CO. The organization was established in 1972. According to its NTEE Classification (Y20) the organization is classified as: Insurance Providers, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rocky Mtn Chap Of American Society Of Chartered Life Underwriters is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2019, Rocky Mtn Chap Of American Society Of Chartered Life Underwriters generated $26.9k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 9.1% each year. All expenses for the organization totaled $25.6k during the year ending 06/2019. While expenses have increased by 4.8% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2019
Describe the Organization's Program Activity:
Part 3
TO PROVIDE MONTHLY AND ANNUAL EDUCATIONAL/INFORMATION CONFERENCES TO ALL MEMBERS WITHIN THE LIFE INSURANCE AND FINANCIAL PLANNING SEGMENT. APPROX 120 MEMBERS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jonathan Souza President | 1.5 | $0 | |
Hugh Radke Treasurer | 1.5 | $0 | |
Debbie Williams Board Member | 1.5 | $0 | |
Cindy Shnaider Board Member | 1.5 | $0 | |
Julie A Gunkel Board Member | 1.5 | $0 | |
Bob Muni Board Member | 1.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $7,243 |
| Membership dues | $18,630 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $1,025 |
| Total Revenue | $26,898 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $14,117 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $88 |
| Other expenses | $11,408 |
| Total expenses | $25,613 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $16,946 |
| Other assets | $0 |
| Total assets | $16,946 |
| Total liabilities | $0 |
| Net assets or fund balances | $16,946 |