2016-03-24T17:05:10-05:00 2015-05-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990 2014-06-01 010792334 GAMA International GAMA 5714994300 1751 Pinnacle Drive No 1125 McLean VA 22102 Bonnie Godsman Chief Executive Officer 5714994311 2016-03-22 1 Stephen G Travis CPA P00158766 7036422700 2016-03-22 2014 2016-08-17 19:52:53Z X Bonnie Godsman 1751 Pinnacle Drive Suite 1125 McLean VA 22102 6404307 0 X www.gamaweb.com X 1950 VA To provide world-class education and training resources for those in the financial services industry. 16 15 29 80 187185 -74891 395096 20000 6063831 6061835 874 5300 377423 317172 6837224 6404307 0 0 0 0 2394133 2513654 0 0 0 3780479 3385253 6174612 5898907 662612 505400 5098381 5676266 2044653 2113448 3053728 3562818 X To provide world-class education and training resources for individuals, companies and organizations involved with the recruitment and development of field managers, representatives and staff in the life insurance and financial services industry; and to be advocates of the value-added role of field management and representatives in the ethical distribution of life insurance and financial products and services. 0 0 LAMP Conference - Live program that allows members to exchange information and participate in professional development activities in a one-to-one environment. Membership and Awards - Allows individuals to be a part of a professional development organization and gain access to professional development materials, both web-based and written. Also provides world-wide recognition of meeting financial milestones within the industry. Professional Development Services - Makes available numerous products and publications that are created specifically to further the professional development of field leaders in the insurance, investment, and financial services industries. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 28 0 29 1 1 1 0 0 0 0 0 X 16 15 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X Bonnie Godsman 5714994311 1751 Pinnacle Drive Suite 1125 McLean VA 22102 Michael D Becker Member 1.00 X 0 0 0 Lily Fong Member 1.00 X 0 0 0 Maurice B Springer Member 1.00 X 0 0 0 Chris Noonan Member 1.00 X 0 0 0 Daniel Lawrence Member 1.00 X 0 0 0 Timothy P Murray Member 1.00 X 0 0 0 Keith Ryniak Member 1.00 X 0 0 0 Wanda Witherspoon Member 1.00 X 0 0 0 Richard T Cleary GAMA Foundation Chair 3.00 X X 0 0 0 Mark Bonnett Secretary 3.00 X X 0 0 0 Timothy P Schmidt Vice President 3.00 X X 0 0 0 Howard J Elias Immediate Past President 3.00 X X 0 0 0 Robert Fashano President Elect 3.00 X X 0 0 0 William Pollakov Treasurer 3.00 X X 0 0 0 Daralee S Barbera President 3.00 X X 0 0 0 Bonnie Godsman Chief Executive Officer 40.00 X X 291301 0 21122 Debra Grommons Chief of Staff 40.00 X 165250 0 8465 Stacey Perry Sr. Director Meetings and 40.00 X 123589 0 12030 Kathryn Kellam CEO, GAMA Foundation 40.00 X 157833 0 8280 Betty Pattison Sr. Director of Finance 40.00 X 126089 0 5248 864062 0 55145 5 0 1 0 Marriott Orlando World Center 8701 World Center Drive Orlando FL 32821 Conference hotel/meeting space 475318 Directions Inc 145 E Commerce Drive Schaumburg IL 60173 Audio visual services 233542 Bernstein Management Corp 5301 Wisconsin Ave NW Suite 600 Washington DC 20015 Property management 169183 YGS 3650 W Market Street York PA 17404 Printing services 100995 Brede Exposition Services 6801 Mid-Cities Avenue Beltsville MD 20705 Tradeshow management 100357 5 20000 20000 Membership dues 900099 2974070 2974070 LAMP 900099 2273424 2273424 Professional developme 900099 627156 627156 Publication 541800 187185 187185 6061835 5300 5300 Reimbursement fees 900099 315443 315443 Miscellaneous 900099 1729 1729 317172 6404307 6190093 187185 7029 491500 1680329 78731 113840 149254 241315 28951 60827 304587 168308 287472 28702 180337 187149 340991 1247238 350 72278 27968 Publications 98127 Bank fees 78881 Taxes 17333 Other 14439 5898907 3012369 2846163 1280090 222163 164467 463234 399133 843618 760884 89978 82734 2001500 30547 182269 5098381 5676266 302117 787122 1707383 1314377 35153 11949 2044653 2113448 X 3053728 3562818 3053728 3562818 5098381 5676266 505400 3690 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96613 96613 0 100848 96781 4067 582374 510228 72146 63783 57262 6521 82734 Deferred rent 4847 Capital lease obligation 7102 11949 X 6407997 3690 3690 6404307 0 6404307 5898907 0 5898907 0 5898907 Part X, Line 2: The organization's income tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The tax returns for the fiscal years ended 2012 through 2014 are open to examination by federal and state authorities. East Asia & the Pacific 0 0 Support international presence in Asia to grow professional financial services industry leaders. 176559 0 0 0 0 0 0 176559 0 176559 0 0 0 0 0 0 X 1 1 X X X 1 0 0 Bonnie Godsman Chief Executive Officer 248801 0 42500 0 0 0 12673 0 8449 0 312423 0 0 0 Debra Grommons Chief of Staff 151750 0 13500 0 0 0 6500 0 1965 0 173715 0 0 0 Stacey Perry Sr. Director Meetings and 105089 0 18500 0 0 0 4248 0 7782 0 135619 0 0 0 Kathryn Kellam CEO, GAMA Foundation 157833 0 0 0 0 0 6281 0 1999 0 166113 0 0 0 Betty Pattison Sr. Director of Finance 106089 0 20000 0 0 0 5248 0 0 0 131337 0 0 0 Part I, Line 1a Travel for spouse, if paid on the employee's credit card, is reimbursed by the employee to the organization. Part I, Line 4a Stacey Perry - severance wages were paid totaling $24,923.04 through 5/31/15. Conkling Buckley Former board member 24000 Consulting 0 Debra Grommons Chief of Staff for GAMA International 172500 Compensation 0 Bonnie Godsman Board member of GAMA Foundation 319000 Compensation 0 Kathryn Kellam CEO of GAMA Foundation 162500 Compensation 0 Form 990, Part VI, Section A, line 1 The Executive Committee consists of the board's elected officers: President, President-Elect, Vice President, Immediate Past President, Secretary, Treasurer, and Chair-Elect of GAMA Foundation and Chief Executive Officer. The Executive Committee has the authority of the full board between meetings. Finance Committee consists of members of the governing body and is responsible for reviewing management's proposed operating budget for the upcoming fiscal year as well as the review of fiscal policies and procedures. The Finance Committee is also responsible for reviewing the external audit with management, reviewing and approving the results of the audit and related reports. The committee reports and makes recommendations to the Board of Directors. Form 990, Part VI, Section A, line 6 Affiliate, full membership, emeritis. Form 990, Part VI, Section A, line 7a Full members have one vote and all Board of Directors are elected at LAMP, the annual conference of the organization. Form 990, Part VI, Section B, line 11 Form 990 will be prepared by an independent accounting firm and reviewed by management and filed with the IRS. Form 990, Part VI, Section B, line 12c Annually, each board member is required to sign a conflict of interest statement. Prior to each board meeting, an announcement is made regarding conflicts of interest. If an actual conflict of interest situation comes up, the Executive Committee of the Board of Directors would take any required action. Form 990, Part VI, Section B, line 15 The CEO's performance is reviewed annually by the Board of Directors, Treasurer, President and Past-President, and any adjustments to compensation is done after the review. The entire Executive Committee is also asked to complete a written review of the CEO annually. Compensation surveys are reviewed for comparability of data. The CEO determines compensation of other officers or key employees of the organization. This process was last completed in 2014. Form 990, Part VI, Section C, line 19 Financial statements are made available to the public upon request. The organization's governing documents and conflict of interest policy are not made available to the public. Form 990, Part XII, Line 2c: The organization's oversight process of the audit and selection process for an independent accountant did not change during the year. The Board of Directors oversees both of these processes annually.