NonprofitsLife Insurance Settlement Association

Life Insurance Settlement Association

WASHINGTON, DC

Total revenue

$1.2M

Total expenses

$910K

Net assets

$326K

Grants received

EIN

521912672

Tax year

2024

Mission

To advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$1.0M
Investment income
Other revenue$210K
Total revenue$1.2M

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$910K
Total expenses$910K
Total assets$585K
Net assets$326K

People

10 listed

NameRoleCompensation

John Dallas

CHAIR

Board

10 hrs/wk

Neal Jacobs

Vice Chair

Board

3 hrs/wk

Christopher Conway

Secretary/Treas

Board

3 hrs/wk

Sherry Duarte

Past Chair

Board

3 hrs/wk

Brian T Casey

Director

Board

3 hrs/wk

Rob Haynie

Director

Board

3 hrs/wk

Nate McCormick

Director

Board

3 hrs/wk

Steven Shapiro

Director

Board

3 hrs/wk

John Welcom

Director

Board

3 hrs/wk

Bryan Nicholson

Executive Dir.

Board

50 hrs/wk

Independent contractors

ASSOC MANAGEMENT STRATEGIES

MANAGEMENT

$465K

Katten Muchin Rosenman LLP

LEGAL

$244K

FONTAINEBLEAU FLORIDA HOTEL

Meeting

$148K

Details

EIN521912672
Subsection06
Ruling date1995-09
Formed1994
Employees0
Volunteers9
LIFE INSURANCE SETTLEMENT ASSOCIATION — Mission, Financials & Grants Received | Grantivo