2025-02-11T14:43:49-06:00 2024-06-30 631128247 Jones & Kirkpatrick PC 300 Union Hill Dr Suite 100 Birmingham AL 352092059 990 2023-07-01 630476659 National Guard Association of Alabama Group Insurance Trust NATI 2058369997 6900 43rd Ave N 100 Birmingham AL 352064197 Joseph R Stone Administrator 2058369997 2025-01-23 1 1 David M Wise P01366554 2058708824 2025-01-23 2023 2025-03-06 01:10:19Z Joseph R Stone 305 Magnolia Trussville AL 35173 1626611 0 X N/A X 1963 AL To provide life insurance coverage to members of the Alabama National Guard who elect to To provide life insurance coverage to members of the Alabama National Guard who elect to become insured. 5 5 3 0 0 0 0 0 1566903 1586233 29168 40367 586 11 1596657 1626611 0 0 0 0 227158 232039 0 0 0 1384259 1462682 1611417 1694721 -14760 -68110 1596892 1514253 69404 54875 1527488 1459378 To provide life insurance coverage to members of the Alabama National Guard who elect to become insured. 0 0 Insurance coverage for members of the National Guard Guard Association of Alabama 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 12 0 3 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X Joseph R Stone 2058369997 6900 43rd Avenue North- Suite 100 Birmingham AL 352064123 Sylvester Cannon Secretary 0.50 X 0 0 0 William Mims Trustee 0.50 X 0 0 0 Mike Taylor Vice-Chairman 0.50 X 0 0 0 Larry Adams Treasurer 0.50 X 0 0 0 Robert A Rigsby Chairman 0.50 X 0 0 0 Joseph R Stone Administrator 40.00 X 75471 0 7547 75471 0 7547 0 0 0 0 0 Insurance premiums 900001 1002855 1002855 Claims reimbursed 900001 341036 341036 Experience refund 900001 216245 216245 Commission income 900001 26060 26060 Reinstatement fees 900001 25 25 12 12 1586233 40367 40367 Miscellaneous 900099 11 11 11 1626611 0 0 1626611 X 75471 121497 19697 15374 31075 3495 42726 15094 6124 Insurance premiums 772669 Claims paid 341036 Promotional 73204 Building maintenance/op 60595 116664 1694721 438820 330908 273924 242313 804054 592170 226978 211884 655970 727948 1200 1200 1596892 1514253 69404 54875 69404 54875 X 1527488 1459378 0 0 0 0 1527488 1459378 1596892 1514253 -68110 0 X X 1 X 1 X 1 0 66170 66170 633862 488148 145714 104022 104022 0 211884 Real Estate Investment Trust (REIT) 116951 C Exchange Traded & Mutual Funds 610997 C 727948 Other liabilities 4999 Premiums due 44957 Accrued Pension 4919 54875 X Part X, Line 2: The Trust believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. Form 990, Part VI, Section B, line 11b Board members receive a copy of the Form 990. Any questions are answered by management or by preparer before the return is released. Form 990, Part VI, Section B, line 15 Employee and officer compensation is approved by the Board of Trustees. Form 990, Part VI, Section C, line 19 Financial statements are not made available to the general public other than financial information provided through the tax return which is available on www.guidestar.org Form 990, Part IX, line 24e Courier service 41,700. Per diem - unit briefings 13,550. Telephone 10,694. Medical insurance 9,184. Interest payment to National Guard Association of Alabama 7,740. Administrative costs 6,433. Bank service charges 6,183. Equipment rental 4,359. Disability premiums 3,565. Per diem-trust meetings 3,100. Computer software & training 2,613. Equipment maintenance 2,243. Postage 1,673. Pension plan administration 1,250. Payroll deduction charges 1,120. Dues & subscriptions 563. Taxes & licenses 508. Agent licenses 186. Form 990 Part XI question 2a & 2b No change from prior year. National Guard Association of Alabama 6900 43rd Ave North Suite 200 Birmingham AL 352064130 636054210 Foster, promote & improve understanding & cooperation b/n Nat Grd & Armd Frc AL 501(c)(19) N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 National Guard Association of Alabama B 36200 Actual National Guard Association of Alabama N 7841 Fair value of comparable space