2014-05-29T08:00:04-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2013-01-01 362138427 MILLION DOLLAR ROUND TABLE MILL 8476926378 325 WEST TOUHY AVENUE PARK RIDGE IL 60068 STEPHEN P STAHR CEO 8476926378 2014-05-21 1 GREGORY S ADAMS P00095597 6305738600 2013 2015-11-30 17:44:51Z STEPHEN P STAHR 325 WEST TOUHY AVENUE PARK RIDGE IL 60068 42523199 0 X WWW.MDRT.ORG X 1969 IL THE MISSION OF THE MILLION DOLLAR ROUND TABLE IS TO BE A VALUED MEMBER-DRIVEN INTERNATIONAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY. 5 5 92 1300 0 0 0 0 30565813 31081420 871046 1683892 206007 105975 31642866 32871287 961937 757353 0 0 7697168 8579600 0 0 0 16803087 18887250 25462192 28224203 6180674 4647084 43736091 51416529 9420523 8313605 34315568 43102924 X THE MISSION OF THE MILLION DOLLAR ROUND TABLE IS TO BE A VALUED MEMBER-DRIVEN INTERNATIONAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY. 0 0 MILLION DOLLAR ROUND TABLE ANNUAL MEETING - MEMBERS ATTEND A FOUR DAY MEETING OF EDUCATIONAL AND MOTIVATIONAL PROGRAMMING TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICE PROFESSIONALS. MILLION DOLLAR ROUND TABLE - MDRT EXPERIENCE MEETING - MEMBERS ATTEND A THREE DAY MEETING OF EDUCATIONAL AND MOTIVATIONAL PROGRAMMING TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICE PROFESSIONALS. MILLION DOLLAR ROUND TABLE TOP OF THE TABLE MEETING - MEMBERS ATTEND A THREE DAY MEETING OF EDUCATIONAL AND MOTIVATIONAL PROGRAMMING TO BENEFIT THE CAREERS OF INSURANCE AND FINANCIAL SERVICE PROFESSIONALS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 124 0 1 92 1 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LAURA MCGRADY 8476926378 325 WEST TOUHY AVENUE PARK RIDGE IL 60068 JENNIFER A BORISLOW PAST PRESIDENT 5.00 X 37078 0 0 D SCOTT BRENNAN PAST PRESIDENT 10.00 X 68722 0 0 MICHELLE L HOESLY PRESIDENT 10.00 X 98457 0 0 CAROLINE A BANKS VICE PRESIDENT 5.00 X 43760 0 0 BRIAN HECKERT VICE PRESIDENT 5.00 X 59034 0 0 MARK HANNA SECRETARY 5.00 X 16084 0 0 STEPHEN P STAHR CEO 50.00 X 344629 0 66120 RAYMOND J KOPCINSKI SENIOR DIRECTOR 50.00 X 304680 0 24495 PAMELA K BROWN DIRECTOR OF MARKETING AND COMMUNICATION 50.00 X 167484 0 8834 JAMES UNANDER DIRECTOR OF INFORMATION TECHNOLOGY 50.00 X 146913 0 7450 LAURA GOOD DIRECTOR OF HR/ADMIN SERVICES 50.00 X 142379 0 4749 THOMAS ENSIGN DIRECTOR OF MEMBER SERVICES 50.00 X 132785 0 24064 JOHN PRAST FORMER CEO 0.00 X 141680 0 0 1703685 0 135712 14 1 1 0 MCI LLC DURFORD MILL PETERSFIELD LONDON UK MEMBER SERVICES 2234554 WILLIAMS GERARD PRODUCTIONS INC 420 NORTH WABASH CHICAGO IL 60611 MEETING PRODUCTION 1463643 FREEMAN PO BOX 650036 DALLAS TX 75265 MEETING SET-UP AND DECORATING 1358152 CONFERENCE SYSTEMS INC 12910 CLOVERLEAF CENTER DR STE 100 GERMANTOWN MD 20874 INTERPRETATION SERVICES 597953 ADAGE TECHNOLOGIES 10 SOUTH RIVERSIDE PLAZA CHICAGO IL 60606 INFORMATION TECHNOLOGY SUPPORT 534938 33 MEMBERSHIP INCOME 611430 23138315 23138315 MEETINGS INCOME 611430 7943105 7943105 31081420 488644 488644 10847160 9651912 1195248 1195248 1195248 MANAGEMENT FEES 561000 100000 100000 OTHER REVENUE 900099 5975 5975 105975 32871287 31187395 0 1683892 752353 5000 1114124 4803253 808941 1384691 468591 76894 41291 200705 982602 926762 1646181 497687 931818 11188346 308733 118054 ALL OTHER EXPENSES 649645 PUBLICATION 477237 BANK FEES 425829 PLAQUES AND INSIGNIAS 415466 28224203 10716321 10377693 223588 24231 1274586 1808596 7085576 5316597 1994832 1768979 27067200 34823440 2459564 2613590 43736091 51416529 1057848 1215484 250000 1322677 2486912 6789998 4611209 9420523 8313605 X 34315568 43102924 34315568 43102924 43736091 51416529 X 4647084 1998653 2141619 X X 0 1 X 1 0 1 1 0 265000 265000 4479581 2988959 1490622 2340995 2327638 13357 1768979 CASH SURRENDER VALUE - LIFE INSURANCE 2613590 2613590 PENSION LIABILITY 3492540 DEFERRED COMPENSATION 1118669 4611209 X 37011559 1998653 2141619 4140272 32871287 0 32871287 28224203 0 28224203 0 28224203 PART X, LINE 2: MDRT IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MDRT FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. MDRT HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2013. MDRT FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ONE STATE. THE RETURNS FOR MDRT FOR 2010, 2011 AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION OBLIGATION 2,141,619. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES MDRT EXPERIENCE MEETING 1763314 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 1 PROGRAM SERVICES SEMINARS, NEWSLETTERS 23723 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 1 PROGRAM SERVICES SEMINARS, NEWSLETTERS 107469 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 1 PROGRAM SERVICES SEMINARS, NEWSLETTERS 940440 EAST ASIA AND THE PACIFIC 0 0 GRANT TO RECIPIENT LOCATED IN THE REGION GRANT TO RECIPIENT LOCATED IN THE REGION 5000 3 3 0 0 3 3 2839946 0 2839946 EAST ASIA AND THE PACIFIC SPONSORSHIP 5000 CASH DISBURSEMENT 0 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES POTENTIAL GRANTEES TO PROVIDE FINANCIAL STATEMENTS AND BUDGETS. UPON RECEIVING A GRANT, ORGANIZAITONS ARE REQUESTED TO PROVIDE A REPORT AS TO HOW GRANT FUNDS WERE USED RELATIVE TO THE PROJECT FOR WHICH FUNDING WAS AWARDED. PART I, LINE 3: MDRT EXPERIENCE IS MORE FULLY DESCRIBED ON FORM 990, PART III, LINE 4B. 1 MDRT FOUNDATION 325 WEST TOUHY AVENUE PARK RIDGE IL 60068 366080766 501(C)(3) 329411 GRANTS TO OTHER CHARITABLE ORGANIZATIONS ASSOCIATION FOR ADVANCED LIFE UNDERWRITING 11921 FREEDOM DRIVE SUITE 1100 RESTON VA 20190 522118793 501(C)(6) 200000 SPONSORSHIP GENERAL OPERATIONS NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2901 TELESTAR COURT FALLS CHURCH VA 22042 530232489 501(C)(6) 219082 SPONSORSHIP 1 2 PART I, LINE 2: THE ORGANIZATION REQUIRES POTENTIAL GRANTEES TO PROVIDE FINANCIAL STATEMENTS AND BUDGETS. UPON RECEIVING A GRANT, ORGANIZATIONS ARE REQUESTED TO PROVIDE A REPORT AS TO HOW GRANT FUNDS WERE USED RELATIVE TO THE PROJECT FOR WHICH FUNDING WAS AWARDED. X X X X 1 1 X X X 0 1 0 STEPHEN P STAHR CEO 339440 0 0 0 5189 0 45781 0 20339 0 410749 0 0 0 RAYMOND J KOPCINSKI SENIOR DIRECTOR 289732 0 0 0 14948 0 18716 0 5779 0 329175 0 0 0 PAMELA K BROWN DIRECTOR OF MARKETING AND COMMUNICAT 163655 0 0 0 3829 0 8834 0 0 0 176318 0 0 0 JAMES UNANDER DIRECTOR OF INFORMATION TECHNOLOGY 146607 0 0 0 306 0 1671 0 5779 0 154363 0 0 0 THOMAS ENSIGN DIRECTOR OF MEMBER SERVICES 132785 0 0 0 0 0 3725 0 20339 0 156849 0 0 0 JOHN PRAST FORMER CEO 0 0 0 0 141680 0 0 0 0 0 141680 0 0 0 PART I, LINE 1A EXECUTIVE COMMITTEE MEMBERS AND THE CEO CAN CHOOSE TO TRAVEL FIRST CLASS ON FLIGHTS WITH DURATIONS OF THREE HOURS OR LONGER. SPOUSES CAN ACCOMPANY THE EXECUTIVE COMMITTEE MEMBERS ON THEIR TRAVELS. EACH EXECUTIVE COMMITTEE MEMBER RECEIVES A GROSS UP PAYMENT RELATED TO THEIR SPOUSAL TRAVEL AND ADMINISTRATIVE EXPENSES. EACH MEMBER OF THE EXECUTIVE COMMITTEE IS PROVIDED WITH A DISCRETIONARY SPENDING ACCOUNT. THE AMOUNTS BUDGETED FOR THESE ACCOUNTS ARE INCLUDED IN THE ORGANIZATION'S BUDGET. THE BUDGET IS APPROVED BY THE FINANCE COMMITTEE ON AN ANNUAL BASIS. PART I, LINE 4B THE FOLLOWING PERSONS RECEIVE BENEFITS FROM OR OTHERWISE PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: JOHN PRAST STEPHEN STAHR AMOUNTS PAID DURING THE YEAR TOTAL $141,680. AMOUNTS EARNED TOTAL $39,996. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP PAYS DUES ON AN ANNUAL BASIS THAT CORRESPONDS WITH THE CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR A NOMINATING COMMITTEE OF CURRENT MEMBERS IS ASSEMBLED TO ELECT A NEW NOMINEE TO THE ORGANIZATION'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM AND DISTRIBUTED TO MANAGEMENT AND THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY TUESDAY, THE CEO AND DIRECTOR OF FINANCE MEET TO REVIEW AND APPROVE ALL PURCHASE ORDERS. EVERY WEDNESDAY, THE CEO, DIRECTOR OF FINANCE, AND TWO ADDITIONAL DIRECTORS AUTHORIZED TO SIGN CHECKS MEET TO REVIEW AND DISCUSS INVOICES. FORM 990, PART VI, SECTION B, LINE 15 ASAE'S BLUE CHIP AND ASSOCIATION FORM SURVEYS ARE PARTICIPATED IN AND EVALUATED EACH YEAR. OCCUPATION SPECIFIC SURVEYS SUCH AS SHRM, NFRE, AND NMA ARE REVIEWED FOR MOST RECENT COMPENSATION DOCUMENTATION. COMPENSATION FOR ALL EXECUTIVE POSITIONS WAS REVIEWED AND DOCUMENTED FOR 2013. ADDITIONALLY THE ORGANIZATION'S JOB DESCRIPTION AND SALARIES ARE REVIEWED BY AN EXTERNAL THIRD PARTY TO ASSESS WHETHER THE ORGANIZATION'S COMPENSATION IS COMPARABLE TO LIKE POSITIONS IN SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 2,141,619. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MILLION DOLLAR ROUNDTABLE FOUNDATION 325 W TOUHY AVENUE PARK RIDGE IL 60068 366080766 GRANT MAKING TO OTHER CHARITABLE ORGANIZATIONS IL 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 MILLION DOLLAR ROUNDTABLE FOUNDATION B 329411 CASH PROVIDED MILLION DOLLAR ROUNDTABLE FOUNDATION M 100000 CASH RECEIVED MILLION DOLLAR ROUNDTABLE FOUNDATION O 910082 FAIR VALUE OF SERVICES PROVIDED