Nonprofit · EIN 23-0968120
PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS
Tax-exempt · HARRISBURG, PA 17112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $30,318 | $38,390 | -$8,072 | $0 | $0 | $0 |
| December 31, 2023 | 990 | $34,416 | $37,497 | -$3,081 | $97,323 | $0 | $97,323 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $28,480
- Membership dues
- $28,480
- Program service revenue
- $1,838
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $500
- Depreciation
- $26
- Program services (functional)
- $9,660
- Management and general (functional)
- $28,730
Balance sheet and other
- Total assets, start of year
- $97,323
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $30,318
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1887
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Knipe | President Officer | 3 | $0 |
| Robert Fink | Treasurer Officer | 1 | $0 |
| Lyla McCurdy | Immediate Past President Officer | 1 | $0 |
| James Boyd | Secretary Officer | 1 | $0 |
| Harris Kivitz | National Committeeman Officer | 1 | $0 |
| Michael Berardi | Board of Directors Trustee or director | 1 | $0 |
| Andrew Junikiewicz | Board of Directors Trustee or director | 1 | $0 |
| David Barrist | Board of Directors Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lyla McCurdy | President Officer | 3 | $0 |
| Michael Knipe | President Elect Officer | 1 | $0 |
| Robert Fink | Treasurer Officer | 1 | $0 |
| Christy Neill | Immediate Past President Officer | 1 | $0 |
| James Boyd | Secretary Officer | 1 | $0 |
| Harris Kivitz | National Committeeman Trustee or director | 1 | $0 |
| Michael Berardi | Board of Directors Trustee or director | 1 | $0 |
| Andrew Junikiewicz | Board of Directors Trustee or director | 1 | $0 |
| Gerard Sena | Vice President Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6059 ALLENTOWN BLVD, HARRISBURG, PA 17112-2672
- Principal officer (990 for 2024)
- Jan Hartman, 6059 Allentown Blvd, Harrisburg, PA 17109
- Signed the 990
- Jan Hartman, Executive Director
- Phone
- (717) 599-1003
- Website
- www.naifa-gp.org
- Return prepared by
- Major & Mastro LLC
Mission
To provide Educational and Professional Development services to insurance and financial advisors
Program accomplishments
- National and local educational conferences, periodic meetings(2-3 per year) with recognized speakers, etc.Expenses $9,660
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-0968120
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1940
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Income (IRS master file)
- $30,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $30,318 | $38,390 | $0 | XML |
| 990 | December 2023 | $34,416 | $37,497 | $97,323 | XML |
| 990 | December 2022 | $34,530 | $36,433 | $100,404 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990 | June 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-0968120).
Questions about PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS
- What is the EIN of PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS?
- The employer identification number (EIN) of PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS is 23-0968120.
- Is PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1940.
- Are donations to PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS?
- The 990 for the year ended December 31, 2024 names Jan Hartman.
- Who are the officers and directors of PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does PHILADELPHIA ASSOCIATION OF LIFE UNDERWRITERS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $30,318, expenses of $38,390 and total assets of $0 at year end.
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