LL GLOBAL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LL GLOBAL INC (EIN 26-1339203)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349309552
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T15:27:36+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Las Olas Blvd Suite 1100 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333014230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261339203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LL Global Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LLGL | BusinessNameControlTxt |
| Phone | 8602857741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 DAY HILL ROAD | AddressLine1Txt |
| City | WINDSOR | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06095 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANINE EPRIGHT | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brittney Kocaj | PreparerPersonNm |
| PTIN | P01320603 | PTIN |
| Phone | 9542028600 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID LEVENSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 DAY HILL ROAD | AddressLine1Txt |
| City | WINDSOR | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $87,421,251 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.LIMRA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE BENEFITS TO THE INSURANCE INDUSTRY AS A WHOLE THROUGH RESEARCH AND EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 352 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,331,619 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $55,569,873 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,614,009 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,066,913 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,094,216 | CYOtherRevenueAmt |
| PY Total Revenue | $54,963,128 | PYTotalRevenueAmt |
| CY Total Revenue | $59,741,002 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,627,622 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,435,097 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,643,127 | PYOtherExpensesAmt |
| CY Other Expenses | $13,811,825 | CYOtherExpensesAmt |
| PY Total Expenses | $52,270,749 | PYTotalExpensesAmt |
| CY Total Expenses | $49,246,922 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,692,379 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,494,080 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,669,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,078,851 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,288,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,386,486 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,381,664 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,692,365 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE BENEFITS TO THE INSURANCE INDUSTRY AS A WHOLE THROUGH RESEARCH AND EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | LL GLOBAL, INC IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY AS A PROFESSIONAL AND TRADE ASSOCIATION THROUGH WHICH LIFE INSURANCE, HEALTH INSURANCE, AND OTHER COMPANIES AND PERSONS INVOLVED IN THE FINANCIAL SERVICES OR RETIREMENT SERVICES INDUSTRIES, MAY ENGAGE IN COOPERATIVE ACTIVITIES, HAVING AS THEIR AIM THE IMPROVEMENT OF SUCH COMPANIES AND THEIR OPERATION. THE PURPOSE OF THE CORPORATION SHALL INCLUDE, BUT IS NOT LIMITED TO, THE EXCHANGE OF IDEAS PERTAINING TO COMPANY OPERATIONS, MARKETING, DISTRIBUTION, COOPERATIVE RESEARCH PROJECTS AND EDUCATIONAL PROGRAMS RELATED TO SUCH COMPANIES AND THEIR OPERATIONS. IN FURTHERANCE OF ANY OR ALL THE FOREGOING ACTIVITIES AND PURPOSE, BUT SUBJECT TO THE RESTRICTIONS OF THE CERTIFICATE OF INCORPORATION, THE CORPORATION MAY ENGAGE IN ANY LAWFUL ACT OR ACTIVITY FOR WHICH CORPORATIONS MAY BE INFORMED UNDER THE NONSTOCK ACT. | Desc |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 352 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANINE EPRIGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8602857741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 DAY HILL ROAD | AddressLine1Txt |
| City | WINDSOR | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06095 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Adrian Griggs | |||||||||
| Chair | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Caroline Feeney | |||||||||
| Vice Chair | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Levenson | |||||||||
| President | 33.0 | 17.0 | Yes (X) | Yes (X) | $3,156,106 | $0 | $47,341 | ||
| Aaron Ball | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Friedrich | |||||||||
| Director (Until Nov 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bill White | |||||||||
| Director (Began June 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bob Jurgensmerier | |||||||||
| Director (Began Nov 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Blunt | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Denise McCauley | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gordon Watson | |||||||||
| Director (Until Nov 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jasmine Jirele | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jerry Lyphout | |||||||||
| Director (Began Nov 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John Cai | |||||||||
| Director (Until April 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Monk | |||||||||
| Director (Until June 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kamilah Williams-Kemp | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Molloy | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marc Costantini | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marc Giguere | |||||||||
| Director (Began Nov 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Meister | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Holweger | |||||||||
| Director (Until Nov 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Matt Berman | |||||||||
| Director (Began March 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Grove | |||||||||
| Director (Until May 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike James | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul LaPiana | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rene Laflamme | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rob Arena | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ron Hermann | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Mineau | |||||||||
| Director (Began June 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tom Dempsey | |||||||||
| Director (Began March 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Virgil Miller | |||||||||
| Director (Began Nov 2024) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Wade Harrison | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Will Fuller | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gina Birchall | |||||||||
| Chief Operating Officer | 25.0 | 25.0 | Yes (X) | $616,956 | $0 | $35,207 | |||
| Janine Epright | |||||||||
| Chief Financial Officer | 25.0 | 25.0 | Yes (X) | $406,231 | $0 | $41,683 | |||
| Bernadette Nadeau | |||||||||
| Chief Op Officer, Int'l | 50.0 | 0.0 | $178,107 | $0 | $39,554 | Yes (X) | |||
| Bryan Hodgens | |||||||||
| SVP, Head of Research | 50.0 | 0.0 | $300,322 | $0 | $38,680 | Yes (X) | |||
| Carie Crane | |||||||||
| VP, Professional Dev | 50.0 | 0.0 | $273,518 | $0 | $38,284 | Yes (X) | |||
| John Carroll | |||||||||
| Senior Vice President | 50.0 | 0.0 | $367,052 | $0 | $42,495 | Yes (X) | |||
| Kartik Sakthivel | |||||||||
| Chief Information Officer | 25.0 | 25.0 | $297,212 | $0 | $45,493 | Yes (X) | |||
| Kimberly Terranella | |||||||||
| VP, Industry Solutions | 50.0 | 0.0 | $322,171 | $0 | $17,094 | Yes (X) | |||
| Michele Labouff | |||||||||
| SVP, Human Resources | 50.0 | 0.0 | $312,624 | $0 | $42,244 | Yes (X) | |||
| Sean O'Donnell | |||||||||
| Senior Vice President | 50.0 | 0.0 | $378,727 | $0 | $35,844 | Yes (X) | |||
| Tina Beckwith | |||||||||
| Chief Marketing Officer | 25.0 | 25.0 | $294,318 | $0 | $42,389 | Yes (X) | |||
| Christopher Curran | |||||||||
| CVP Global Brand & Mktg | 50.0 | 0.0 | $253,342 | $0 | $33,296 | Yes (X) | |||
| Dean Lambert | |||||||||
| Director, LIC | 50.0 | 0.0 | $257,685 | $0 | $21,801 | Yes (X) | |||
| Kathryn Reid | |||||||||
| VP, Assess Learn Dev | 50.0 | 0.0 | $245,579 | $0 | $38,445 | Yes (X) | |||
| Kevin McKenna | |||||||||
| Natl Sales Dir-Mbr Acquis | 50.0 | 0.0 | $336,058 | $0 | $10,543 | Yes (X) | |||
| Ronald Rovner | |||||||||
| Natl Sales Mgr | 50.0 | 0.0 | $287,052 | $0 | $33,989 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,283,060 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $604,382 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 153 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Gaylord Opryland Resort & Convention Center | ||||||
| 201 Waterfront Street | National Harbor | MD | 20745 | Event Service | $836,776 | |
| Gaylord National Resort | ||||||
| 201 Waterfront Street | National Harbor | MD | 20745 | Event Service | $809,183 | |
| San Antonio Marriott Rivercenter on the River Walk | ||||||
| 101 Bowie Street | San Antonio | TX | 78205 | Event Service | $397,632 | |
| Meridian Knowledge Solutions LLC | ||||||
| PO Box 92083 | Las Vegas | NV | 891932083 | Project Management | $392,060 | |
| Dynata LLC | ||||||
| 4 Research Drive | Shelton | CT | 06484 | Event Support | $264,969 | Suite 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,000 | AllOtherContributionsAmt |
| Total Contributions | $10,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 611430 | $35,124,714 | $35,124,714 |
| ENROLLMENT FEES | 611430 | $11,161,803 | $11,161,803 |
| CONFERENCE REVENUE | 611430 | $8,730,744 | $8,730,744 |
| Other Program Service Revenue | 611430 | $552,612 | $552,612 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $55,569,873 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,399,151 | TotalRevenueColumnAmt |
| Exclusion | $1,399,151 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,348,011 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,680,249 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,667,762 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,667,762 | TotalRevenueColumnAmt |
| Exclusion | $1,667,762 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance Proceeds | Desc |
| Business | 525190 | BusinessCd |
| Total Revenue Column | $1,094,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,094,216 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,094,216 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,741,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,664,089 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,066,913 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,390,734 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,936,510 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,706 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,208,147 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,803 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,790 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031,774 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,195 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,777,436 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,810 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,445 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,281,034 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $907,999 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,168 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Data Collection | Desc |
| Total | $573,371 | TotalAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,246,922 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,216,060 | BOYAmt |
| EOY | $7,864,585 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,938 | BOYAmt |
| EOY | $9,666,243 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,143,819 | BOYAmt |
| EOY | $4,123,658 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,759,318 | BOYAmt |
| EOY | $2,091,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,989,379 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,377,697 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,217,502 | BOYAmt |
| EOY | $3,611,682 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,082,744 | BOYAmt |
| EOY | $31,020,852 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,667,302 | BOYAmt |
| EOY | $25,700,633 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,669,683 | BOYAmt |
| EOY | $84,078,851 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,004,916 | BOYAmt |
| EOY | $6,557,015 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,705,959 | BOYAmt |
| EOY | $12,041,352 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,577,144 | BOYAmt |
| EOY | $5,788,119 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,288,019 | BOYAmt |
| EOY | $24,386,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,381,664 | BOYAmt |
| EOY | $59,692,365 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,381,664 | BOYAmt |
| EOY | $59,692,365 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,669,683 | BOYAmt |
| EOY | $84,078,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,494,080 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$154,730 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$28,649 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $670,000 | OtherCostOrOtherBasisAmt |
| Book Value | $670,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,866,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,818,469 | DepreciationAmt |
| Book Value | $2,048,066 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,315,159 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,226,332 | DepreciationAmt |
| Book Value | $88,827 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,137,685 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,332,896 | DepreciationAmt |
| Book Value | $804,789 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,611,682 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLE/PAYABLE | $24,456,445 |
| CASH VALUE OF LIFE INSURANCE | $775,729 |
| Right of Use asset | $325,248 |
| Deferred Expenses | $143,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,700,633 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| RETIREMENT BENEFIT OBLIGATION | $5,013,131 |
| Net Operating Lease Liability | $425,542 |
| Deferred compensation arrangements | $294,278 |
| OTHER LIABILITY | $55,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,788,119 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | LL Global is exempt from federal and state income taxes under Section 501(c)(6) of the Internal Revenue Code. However, LL Global may be subject to federal and state income tax due as a result of unrelated business income. There was no unrelated business income during the years ended December 31, 2024 and 2023. LL Global has no unrecognized tax benefits at December 31, 2024 and 2023. LL Global's and LLG Services' U.S. federal and state income tax and information returns prior to calendar year 2021 are closed and management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. If LL Global had unrelated business income taxes, it would recognize interest and penalties associated with any tax matters as part of the income tax provision and include accrued interest and penalties with the related tax liability in the consolidated statements of financial position. LL Global has no amounts accrued for interest or penalties as of December 31, 2024 and 2023. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 1 | 44 | Program Services | EDUCATION AND TRAINING, ONLINE LEARNING | $3,656,286 |
| Central America and the Caribbean | 0 | 1 | Program Services | EDUCATION AND TRAINING, ONLINE LEARNING | $132,529 |
| Middle East and North Africa | 0 | 1 | Program Services | EDUCATION AND TRAINING, ONLINE LEARNING | $98,235 |
| South America | 0 | 3 | Program Services | EDUCATION AND TRAINING, ONLINE LEARNING | $149,403 |
| North America (Canada & Mexico only) | 0 | 4 | Program Services | EDUCATION AND TRAINING, ONLINE LEARNING | $476,167 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | EDUCATION AND TRAINING, ONLINE LEARNING | $48,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 54 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Subtotal Spent | $4,561,517 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,561,517 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Levenson | ||||||||||||||
| President | $1,936,657 | $0 | $1,217,127 | $0 | $2,322 | $0 | $17,250 | $0 | $30,091 | $0 | $3,203,447 | $0 | $0 | $0 |
| Gina Birchall | ||||||||||||||
| Chief Operating Officer | $419,534 | $0 | $193,100 | $0 | $4,322 | $0 | $18,154 | $0 | $17,053 | $0 | $652,163 | $0 | $0 | $0 |
| Janine Epright | ||||||||||||||
| Chief Financial Officer | $348,988 | $0 | $52,921 | $0 | $4,322 | $0 | $17,677 | $0 | $24,006 | $0 | $447,914 | $0 | $0 | $0 |
| Sean O'Donnell | ||||||||||||||
| Senior Vice President | $241,432 | $0 | $134,973 | $0 | $2,322 | $0 | $14,599 | $0 | $21,245 | $0 | $414,571 | $0 | $0 | $0 |
| John Carroll | ||||||||||||||
| Senior Vice President | $254,765 | $0 | $108,723 | $0 | $3,564 | $0 | $14,411 | $0 | $28,084 | $0 | $409,547 | $0 | $0 | $0 |
| Michele Labouff | ||||||||||||||
| SVP, Human Resources | $246,756 | $0 | $63,546 | $0 | $2,322 | $0 | $12,350 | $0 | $29,894 | $0 | $354,868 | $0 | $0 | $0 |
| Kartik Sakthivel | ||||||||||||||
| Chief Information Officer | $231,856 | $0 | $64,546 | $0 | $810 | $0 | $15,402 | $0 | $30,091 | $0 | $342,705 | $0 | $0 | $0 |
| Kimberly Terranella | ||||||||||||||
| VP, Industry Solutions | $254,423 | $0 | $66,938 | $0 | $810 | $0 | $16,284 | $0 | $810 | $0 | $339,265 | $0 | $0 | $0 |
| Bryan Hodgens | ||||||||||||||
| SVP, Head of Research | $251,412 | $0 | $44,588 | $0 | $4,322 | $0 | $14,674 | $0 | $24,006 | $0 | $339,002 | $0 | $0 | $0 |
| Tina Beckwith | ||||||||||||||
| Chief Marketing Officer | $246,957 | $0 | $46,119 | $0 | $1,242 | $0 | $13,006 | $0 | $29,383 | $0 | $336,707 | $0 | $0 | $0 |
| Carie Crane | ||||||||||||||
| VP, Professional Dev | $215,220 | $0 | $55,056 | $0 | $3,242 | $0 | $14,278 | $0 | $24,006 | $0 | $311,802 | $0 | $0 | $0 |
| Bernadette Nadeau | ||||||||||||||
| Chief Op Officer, Int'l | $167,369 | $0 | $10,258 | $0 | $480 | $0 | $9,544 | $0 | $30,010 | $0 | $217,661 | $0 | $0 | $0 |
| Kevin McKenna | ||||||||||||||
| Natl Sales Dir-Mbr Acquis | $193,418 | $0 | $139,219 | $0 | $3,421 | $0 | $9,762 | $0 | $781 | $0 | $346,601 | $0 | $0 | $0 |
| Ronald Rovner | ||||||||||||||
| Natl Sales Mgr | $206,416 | $0 | $77,072 | $0 | $3,564 | $0 | $12,742 | $0 | $21,247 | $0 | $321,041 | $0 | $0 | $0 |
| Christopher Curran | ||||||||||||||
| CVP Global Brand & Mktg | $208,799 | $0 | $42,221 | $0 | $2,322 | $0 | $11,917 | $0 | $21,379 | $0 | $286,638 | $0 | $0 | $0 |
| Kathryn Reid | ||||||||||||||
| VP, Assess Learn Dev | $182,446 | $0 | $60,938 | $0 | $2,195 | $0 | $8,394 | $0 | $30,051 | $0 | $284,024 | $0 | $0 | $0 |
| Dean Lambert | ||||||||||||||
| Director, LIC | $190,115 | $0 | $63,125 | $0 | $4,445 | $0 | $12,894 | $0 | $8,907 | $0 | $279,486 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a COMPENSATION OF TOP MANAGEMENT OFFICIAL | EVERY THREE TO FIVE YEARS, THE CHAIR OF THE BOARD OF DIRECTORS LEADS DISCUSSION AND NEGOTIATION OF COMPENSATION OF THE CEO BASED ON INPUT FROM COMPENSATION AND BENEFIT COMMITTEE, BASED ON EMPLOYEE PERFORMANCE, COMPARATIVE DATA BENCHMARKS, AND AVAILABLE NATIONAL SURVEY DATA. THE LAST REVIEW WAS DONE IN MARCH 2023. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | David Levenson, Gina Birchall, Kartik Sakthivel, Janine Epright, and Tina Beckwith - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The corporation's classes and qualifications for section members are as follows: The LIMRA section HAS FOUR CLASSES OF MEMBERS: (1) REGULAR MEMBERSHIP IN THE CORPORATION SHALL BE LIMITED TO LEGAL RESERVE LIFE INSURANCE COMPANIES DOMICILED IN THE UNITED STATES OR CANADA. (2) INTERNATIONAL MEMBERSHIP IN THE CORPORATION SHALL BE LIMITED TO LEGAL RESERVE LIFE INSURANCE COMPANIES DOMICILED OUTSIDE THE UNITED STATES OR CANADA. (3) AFFILIATED MEMBERSHIP IN THE CORPORATION SHALL BE LIMITED TO FINANCIAL SERVICE ORGANIZATIONS THAT CREATE, MARKET, SELL AND/OR OTHERWISE DISTRIBUTE AT LEAST ONE OR MORE FINANCIAL PRODUCTS AND ARE NOT LEGAL RESERVED LIFE INSURANCE COMPANIES, REGARDLESS OF WHETHER THEY ARE OR ARE NOT RELATED TO AND/OR OWNED BY ANY CURRENT MEMBER(S) OF THE CORPORATION. (4) ASSOCIATE MEMBERSHIP IN THE CORPORATION HAS THREE LEVELS: ASSOCIATE MEMBER. ASSOCIATE (EQUITY RESEARCH). THESE MEMBERS SHALL INCLUDE ANY CORPORATION, ASSOCIATION OR SOCIETY ENGAGED IN THE BUSINESS OF CONDUCTING EQUITY RESEARCH AND PROVIDING DETAILED ANALYSIS INTO A COMPANY, ENTITY OR THE LIFE INSURANCE AND/OR FINANCIAL SERVICES INDUSTRY SECTORS FOR THE INTENDED USE BY PRIVATE EQUITY FIRMS AND INVESTMENT BANKS TO VALUE COMPANIES FOR, BUT NOT LIMITED TO, MERGERS, LEVERAGE BUY OUTS, INITIAL PUBLIC OFFERINGS. THIS QUALIFICATION IS SPECIFICALLY FOR ORGANIZATIONS THAT ARE NOT PART OF A FINANCIAL SERVICES ORGANIZATION ELIGIBLE FOR MEMBERSHIP THROUGH EITHER THE REGULAR MEMBER OR AFFILIATED MEMBER QUALIFICATIONS. ASSOCIATE (SERVICE). THESE MEMBERS SHALL INCLUDE ANY CORPORATION, ASSOCIATION OR SOCIETY WHICH IS IN GOOD STANDING, QUALIFIED TO DO BUSINESS AND WHICH BY THE NATURE OF ITS WORK, SHARES THE COMMON INTEREST OR PROVIDES PRODUCTS AND SERVICES TO THE INSURANCE OR FINANCIAL SERVICES INDUSTRY. ASSOCIATE (CONSULTING). THESE MEMBERS SHALL INCLUDE ANY CONSULTING ORGANIZATION WHICH IS IN GOOD STANDING AND PROVIDES MANAGEMENT CONSULTING SERVICES TO THE INSURANCE OR FINANCIAL SERVICES INDUSTRY. The LOMA section shall have the following classes of members: Member (U.S. and Canada). These members shall include any corporation, association or society engaged in a life insurance business which is in good standing, qualified to do business and domiciled in the United States or Canada. International Member. These members shall include any corporation, association or society engaged in an insurance business which is in good standing and qualified to do business and domiciled in a country other than the United States or Canada. Affiliate Member. These members can be one of three categories: Affiliate (Insurance). These members shall include any corporation, association or society, other than any corporation, association or society that qualifies as an International Member, engaged in an insurance business other than life. These members would also include businesses engaged in underwriting, administering, marketing or selling insurance. Affiliate (Service). These members shall include any individual, corporation, association or society which is in good standing, qualified to do business and which by the nature of its work, shares the common interest or provides products and services to the insurance or financial services industry. Affiliate (Academic). These members shall include any educational institution which is in good standing and has an interest. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | VOTING MEMBERS CAN ELECT and remove ONE OR MORE MEMBERS OF THE GOVERNING BODY and have the option to fill any vacancies on the board. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | EACH REGULAR MEMBER AND INTERNATIONAL MEMBER OF THE CORPORATION IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON MATTERS SUBMITTED TO MEMBERS FOR ACTION AND SHALL HAVE FULL RIGHTS AND PRIVILEGES OF MEMBERSHIP AND SHALL BE REFERRED TO HEREIN AS THE "VOTING MEMBERS." AFFILIATE AND ASSOCIATE MEMBERS SHALL HAVE NO VOTING RIGHTS BUT SHALL BE ENTITLED TO SUCH RIGHTS AND PRIVILEGES OF MEMBERSHIP AS THE BOARD OF DIRECTORS MAY FROM TIME TO DETERMINE AND SHALL BE REFERRED TO HEREIN AS "NON-VOTING MEMBERS." |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The form 990 is prepared by an outside accounting firm and is reviewed by management before filing. The return will be provided to the full board of directors at a regularly scheduled board meeting after the filing date. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE COMPANY HAS AN ETHICS COMMITTEE WHICH IS COMPRISED OF COMPANY OFFICIALS IN POSITIONS OF SENIOR MANAGEMENT OR WITH ACCESS TO SENIOR MANAGEMENT. IN ADDITION TO THESE INTERNAL RESOURCES FOR REPORTING AN ETHICS CONCERN, COMPANY EMPLOYEES MAY ALSO ELECT TO SUBMIT AN ETHICS CONCERN TO INTOUCH, THE COMPANY'S EXTERNAL HOTLINE PROVIDER. ALL EMPLOYEE CONCERNS REPORTED TO THE COMPANY DIRECTLY OR THROUGH THE EXTERNAL REPORTING HOTLINE SERVICE WILL BE REVIEWED AND INVESTIGATED AS APPROPRIATE. THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE INTEREST OF THE ORGANIZATION WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | REGARDING THE DETERMINATION OF COMPENSATION, THERE ARE DIFFERENT GROUPS WHO RECOMMEND, REVIEW AND APPROVE EACH AREA. THE OVERALL COMPENSATION BUDGET IS RECOMMENDED BY HR AND APPROVED BY THE CEO AND BOARD OF DIRECTORS. MERIT INCREASES ARE RECOMMENDED BY BUSINESS UNIT HEADS, CEO, AND THE IMMEDIATE SUPERVISOR/MANAGER. THE INCREASES ARE THEN REVIEWED BY HUMAN RESOURCES, BUSINESS UNIT HEADS, AND BOARD OF DIRECTORS. ONCE A FINAL DECISION IS MADE, COMPENSATION IS APPROVED BY HUMAN RESOURCES, BUSINESS UNIT HEADS, AND BOARD OF DIRECTORS. PERFORMANCE BONUSES ARE RECOMMENDED BY BUSINESS UNIT HEADS, CEO, AND THE IMMEDIATE SUPERVISOR/MANAGER THEN REVIEWED BY HUMAN RESOURCES AND THE CEO. THE CEO GETS FINAL APPROVAL. INCENTIVE COMPENSATION IS CALCULATED USING A FORMULA DRIVEN BY INCENTIVE COMPENSATION PLANS AND ANNUAL RESULTS. THE CALCULATION IS REVIEWED BY HR THEN APPROVED COMPENSATION PLAN, THE COMPENSATION AND BENEFIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS MARKET DATA AND MAKES RECOMMENDATIONS BASED ON THE LONG AND SHORT-TERM INTERESTS OF THE COMPANY AND ITS MEMBERS. THE CHAIR OF THE BOARD OF DIRECTOR'S TAKES THE LEAD ON DISCUSSING AND NEGOTIATING COMPENSATION WITH THE CEO BASED ON THE INPUT FROM THE COMPENSATION AND BENEFIT COMMITTEE. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR LEGITIMATE BUSINESS REASONS. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | OTHER ADJUSTMENT - -28649; Total - -28649; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LL GLOBAL EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Day Hill Rd | AddressLine1Txt |
| City | Windsor | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202458799 | EIN |
| Primary Activities | Promote education in THE INSUANCE INDUSTRY | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LL Global Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LL GLOBAL SERVICES INC | ||||||||||||||||
| 300 DAY HILL ROAD | WINDSOR | CT | 06095 | 061638159 | PROVIDES SERVICES TO THE INSURANCE INDUSTRY | CT | LL GLOBAL INC | C Corporation | 1 | Yes (true) | ||||||
| LL Global Services (S) PTE LTD | ||||||||||||||||
| PROVIDES SERVICES TO THE INSURANCE INDUSTRY | LL GLOBAL SERVICES INC | C Corporation | 1 | Yes (true) | 160 Robinson Road 28-10 | Singapore Business Federation Cente | SN | 068914 | SN | |||||||
| ERJI BUSINESS CONSULTING (BEIJING) CO LTD | ||||||||||||||||
| PROVIDES SERVICES TO THE INSURANCE INDUSTRY | LL GLOBAL SERVICES INC | C Corporation | 1 | Yes (true) | B115 EAST TOWER 10F NO12 JIA | CHAOYANG DISTRICT | CH | 100022 | CH | beijing | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LL Global Services Inc | ||
| O | $4,164,077 | Cost |
| LL Global Services Inc | ||
| Q | $23,989,661 | COST |
| LL Global Services (S) PTE LTD | ||
| Q | $466,784 | COST |
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