WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)ASSOCIATION FOR ADVANCED LIFE UNDERWRITING, founded in 1998, is a community nonprofit that reported $7.8M in total revenue in fiscal year 2020. Revenue surged 389% from the prior year, signaling strong growth momentum. Expenses of $6.8M left a modest 13% surplus.
TO PROMOTE, PRESERVE AND PROTECT ADVANCED LIFE INSURANCE PLANNING FOR THE BENEFIT OF OUR MEMBERS, THEIR CLIENTS, THE INDUSTRY AND THE GENERAL PUBLIC.
LEGISLATIVE AFFAIRS:THE MISSION OF AALU'S EFFORTS IN THE LEGISLATIVE AND REGULATORY AFFAIRS ARENA IS TO PROMOTE AND ADVOCATE FOR OUR MEMBERS, THEIR CLIENTS, AND THE BROADER LIFE INSURANCE COMMUNITY...
LEGISLATIVE AFFAIRS:THE MISSION OF AALU'S EFFORTS IN THE LEGISLATIVE AND REGULATORY AFFAIRS ARENA IS TO PROMOTE AND ADVOCATE FOR OUR MEMBERS, THEIR CLIENTS, AND THE BROADER LIFE INSURANCE COMMUNITY ON PUBLIC POLICY ISSUES ASSOCIATED WITH THE USE OF LIFE INSURANCE TO PROVIDE LONG-TERM SAVINGS, PROTECTION, AND FINANCIAL AND RETIREMENT SECURITY, IN THE INDIVIDUAL, FAMILY, AND BUSINESS CONTEXT.MEMBERSHIP-RUN ISSUES COMMITTEES IN EACH OF THESE AREAS WORK IN CONJUNCTION WITH AALU STAFF AND COUNSEL TO MONITOR PUBLIC POLICY DEVELOPMENTS AND RECOMMEND POSITIONS AND ACTIONS UP THROUGH THE GOVERNMENT AFFAIRS COMMITTEE AND TO THE AALU BOARD THAT ARE DESIGNED TO ACHIEVE THE MOST FAVORABLE LEGISLATIVE AND REGULATORY RESULTS. EXAMPLES OF SPECIFIC LEGISLATIVE, REGULATORY AND PUBLIC AFFAIRS ISSUES UNDERTAKEN BY AALU INCLUDE MATTERS AFFECTING ESTATE PLANNING, DEFERRED COMPENSATION, BUSINESS USES OF LIFE INSURANCE, QUALIFIED PLANS, TAX TREATMENT AND REGULATION OF LIFE INSURANCE PRODUCTS AND PRODUCERS, AND THE UNDERSTANDING OF LIFE INSURANCE BY CONGRESS AND THE GENERAL PUBLIC.
CONFERENCE AND MEETINGS:AALU PROVIDES ONE OF THE PREMIER MEETINGS IN THE INSURANCE BUSINESS. THE PURPOSE OF THE ANNUAL MEETING IS TO KEEP LIFE INSURANCE PROFESSIONALS ON THE LEADING EDGE OF TRENDS...
CONFERENCE AND MEETINGS:AALU PROVIDES ONE OF THE PREMIER MEETINGS IN THE INSURANCE BUSINESS. THE PURPOSE OF THE ANNUAL MEETING IS TO KEEP LIFE INSURANCE PROFESSIONALS ON THE LEADING EDGE OF TRENDS AND SKILLS BY PROVIDING THEM WITH AN EDUCATIONAL AND NETWORKING FORUM. IN ADDITION, AALU OFFERS LIVE AND ON-DEMAND ACCESS TO WEBINARS AND TELECONFERENCES ON EDUCATIONAL AND ADVOCACY RELATED ISSUES.
POLITICAL ENGAGEMENT PROGRAMS:ADVOCACY IS AT THE CORE OF AALU AND A POLITICALLY INVOLVED MEMBERSHIP IS KEY TO THE SUCCESS OF AALU'S MISSION. OUR POLITICAL PROGRAMS, SUCH AS THE AALU AMBASSADOR...
POLITICAL ENGAGEMENT PROGRAMS:ADVOCACY IS AT THE CORE OF AALU AND A POLITICALLY INVOLVED MEMBERSHIP IS KEY TO THE SUCCESS OF AALU'S MISSION. OUR POLITICAL PROGRAMS, SUCH AS THE AALU AMBASSADOR PROGRAM, ARE DESIGNED TO ASSIST MEMBERS TO LEARN MORE ABOUT THE WORLD OF POLITICS AND TO GET PERSONALLY INVOLVED IN THE POLITICAL PROCESS.PREDICATED ON THE CONCEPT THAT YOU CAN'T DELEGATE PERSONAL RESPONSIBILITY, AALU'S UNIQUE ADVOCACY PROGRAMS LEVERAGE THE KNOWLEDGE AND EXPERTISE OF OUR MEMBERS TO HELP EDUCATE GOVERNMENT DECISION MAKERS ABOUT THE IMPACT OF THEIR ACTIONS ON CLIENTS WHO RELY ON LIFE INSURANCE.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2020 | 2019 | Change | |
|---|---|---|---|
| Revenue | $7,824,367 | $1,600,623 | +3.9% |
| Expenses | $6,782,459 | $3,692,436 | +0.8% |
| Net Income | $1,041,908 | $-2,091,813 | -1.5% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MARC CADIN | CEO | 40.00 |
Officer
|
$502,498 | $52,984 | $555,482 |
| DAVID STERTZER | SENIOR EXECUTIVE ADVISOR | 40.00 |
Key Emp
|
$347,229 | $54,359 | $401,588 |
| SUZANNE JACOBS | SVP, BUSINESS DEVELOPMENT | 40.00 |
Key Emp
|
$217,515 | $40,543 | $258,058 |
| MARILYN MATICIC | VP, MEMBER EXPERIENCE | 40.00 |
Highest
|
$236,717 | $17,297 | $254,014 |
| ARMSTRONG ROBINSON | VP, LEGISLATIVE AFFAIRS | 40.00 |
Highest
|
$192,346 | $34,773 | $227,119 |
| MATTHEW DERRICK | SVP, MEMBER SERVICES | 40.00 |
Highest
|
$167,895 | $23,781 | $191,676 |
| CHRISTOPHER MORTON | EVP, GOV'T AFFAIRS & BUS. STRATEGY | 40.00 |
Highest
|
$141,752 | $21,667 | $163,419 |
| TRACY MAWYER | CFO | 40.00 |
Officer
|
$128,344 | $30,852 | $159,196 |
| DAVID HOLLINGSWORTH | SR. DIR. OF PUBLIC POLICY & CONTENT DEV. | 40.00 |
Highest
|
$111,764 | $11,775 | $123,539 |
| RAYMOND L BENING | PRESIDENT | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| JERI TURLEY | PRESIDENT-ELECT - AS OF 2/2020 | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| DAVID BYERS | IMMEDIATE PAST PRESIDENT | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| RICH VAN BENSCHOTEN | VP/SECRETARY/TREASURER | 3.00 |
Officer
Director
|
$0 | $0 | $0 |
| BERKELY ARRANTS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| KRISTI BARENS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LUIS CHIAPPY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT EICHLER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID FRITZ | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES HEBETS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL JAMES | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES JOYCE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DON LIPPENCOTT | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TOM LOVE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RICHARD MAUS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CARL PETERSON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MARGUERITE RANGEL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JULIE SCHNEIDER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHET SCHWARTZ | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHIP VAN DUSEN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2020 | $7,824,367 | $6,782,459 | No data | $1,041,908 |
| 2019 | $10,794,120 | $11,079,297 | $6,084,182 | $-285,177 |
| 2018 | $11,940,041 | $12,591,416 | $7,955,522 | $-651,375 |
Compare ASSOCIATION FOR ADVANCED LIFE UNDERWRITING with other nonprofits in District of Columbia and across the country.