2013-09-23T13:42:13-05:00 2013-05-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2012-06-01 010792334 GAMA INTERNATIONAL GAMA 5714994300 2901 TELESTAR COURT NO 140 FALLS CHURCH VA 22042 JEFFREY HUGHES 5714994300 2013-08-27 1 YUNG-HEE GALLINARO P00035293 5712279500 2012 2016-02-24 21:20:13Z JEFFREY HUGHES 2901 TELESTAR COURT NO 140 FALLS CHURCH VA 22042 5615719 0 X WWW.GAMAWEB.COM X 1950 VA 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. 17 16 23 114 162601 -49064 20000 20000 4814904 5309408 82 78 296001 286233 5130987 5615719 0 0 0 0 2082557 2067601 0 0 0 2640918 2768471 4723475 4836072 407512 779647 2666148 3869986 1054679 1478870 1611469 2391116 X BUILDING THE LEADERS WHO BUILD THE FINANCIAL SERVICES INDUSTRY 0 0 LAMP CONFERENCE - LIVE PROGRAM THAT ALLOWS MEMBERS TO EXCHANGE INFORMATION AND PARTICIPATE IN PROFESSIONAL DEVELOPEMENT ACTIVITIES IN A ONE-TO-ONE ENVIRONMENT. MEMBERSHIP AND AWARDS - ALLOWS INDIVIDUALS TO BE PART OF A PROFESSIONAL DEVELOPMENT ORGANIZATION AND GAIN ACCESS TO PD 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. GAMA INTERNATIONAL JOURNAL - PROVIDES MEMBERS PRACTICAL, APPLICATION-ORIENTED ARTICLES ON TOPICS SUCH AS RECRUITING, SELECTION, LEADERSHIP AND RETENTION. JOURNAL INCLUDES "HOW-TO'S" FROM INDIVIDUALS WITHIN THE INDUSTRY WILLING TO SHARE THEIR FORMULAS FOR SUCCESS. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 18 0 23 1 1 1 0 0 0 1 1 0 X 17 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X X BETTY PATTISON 5714994328 2901 TELESTAR COURT SUITE 140 FALLS CHURCH VA 22042 TIMOTHY P SCHMIDT 3.00 X X 0 0 0 DARALEE S BARERA 3.00 X X 0 0 0 LUIS G CHIAPPY 3.00 X X 0 0 0 WILLIAM POLLAKOV 3.00 X X 0 0 0 ROBERT FASHANO 3.00 X X 0 0 0 HOWARD J ELIAS 3.00 X X 0 0 0 RICHARD T CLEARY 1.00 X X 0 0 0 DAVID E AYRES 1.00 X X 0 0 0 MICHAEL D BECKER 1.00 X 0 0 0 MARK BONNETT 1.00 X 0 0 0 LILY FONG 1.00 X 0 0 0 WILLIAM DAVID KELTNER 1.00 X 0 0 0 TIMOTHY P MURRAY 1.00 X 0 0 0 KEITH RYNIAK 1.00 X 0 0 0 WANDA WITHERSPOON 1.00 X 0 0 0 LARRY REELITZ 1.00 X 0 0 0 JEFFREY HUGHES 40.00 X 319477 0 35650 BETTY PATTINSON 40.00 X 106580 0 10554 BOONIE GODSMAN 40.00 X 154716 0 14296 DEBRA GROMMONS 40.00 X 131916 0 17324 CONKLING BUCKLEY 15.00 X 51878 0 0 764567 0 77824 4 1 1 0 MANCHESTER GRAND HYATT ONE MARKET PLACE SAN DIEGO CA 92101 HOTEL & CONVENTION SERVICES 455967 DIRECTIONS INC 145 E COMMERECE DRIVE SCHUMBURG IL 60173 AUDIO/VISUAL SERVICES 449699 YGS 3650 W MARKET STREET YORK PA 17404 PRINTING SERVICES 129854 3 20000 20000 LAMP 900099 2471606 2471606 MEMBERSHIP DUES 900099 2134400 2134400 PROFESSIONAL DEVELOPMENT 900099 336310 336310 PRODUCT SALES 900099 196591 196591 PUBLICATION 541800 170501 7900 162601 5309408 78 78 REIMBURSEMENT FEES 900099 283881 283881 MISCELLANEOUS 900099 2352 2352 286233 5615719 2959082 162601 2474036 740817 1032265 47845 128405 118269 9297 21814 191844 134050 498327 29402 98101 181377 369142 946645 1207 147932 22703 PUBLICATIONS 66672 TAXES 30261 OTHER EXPENSE 19697 4836072 1486978 2715966 779934 780012 97659 75035 50617 109703 758074 589351 238753 168723 12207 20547 2666148 3869986 185950 279858 792964 1141642 75765 57370 1054679 1478870 X 1611469 2391116 1611469 2391116 2666148 3869986 779647 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96613 96613 0 100848 64247 36601 496830 384107 112723 63783 44384 19399 168723 DEFERRED RENT 38416 CAPITAL LEASE 18954 57370 5615719 0 5615719 0 5615719 4836072 0 4836072 0 4836072 PARTX, LINE 2 FIN 48 (ASC 740) FOOTNOTE - 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 2010 THROUGH 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X 1 0 X X X 0 0 0 JEFFREY HUGHES 271273 0 39870 0 8334 0 13304 0 22346 0 355127 0 0 0 BOONIE GODSMAN 139000 0 13000 0 2716 0 7200 0 7096 0 169012 0 0 0 CONKLING BUCKLEY 51878 0 0 0 0 0 0 0 0 0 51878 0 0 0 PART I, LINE 1A THE EXPENSES RELATED TO COMPANION TRAVEL TO VAROUS INDUSTRY MEETINGS ARE INCLUDED AS ADDITIONAL COMPENSATION ON FORM W-2 AT THE END OF THE CALENDAR. CONKLING BUCKLEY FORMER BOARD MEMBER 51878 CONSULTING FEE RELATED TO PROFESSIONAL DEVELOPMENT 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 THE AUDITOR AND 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 DIRECTORS ARE ELECTED AT LAMP, THE ANNUAL MEETING 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. THIS PROCESS WAS LAST COMPLETED 2013 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.