2011-09-29T16:05:45-05:00 2011-05-31 LARSONALLEN LLP 2900 SOUTH QUINCY ST SUITE 150 ARLINGTON VA 22206 990 2010-06-01 010792334 GAMA INTERNATIONAL GAMA 7037708184 2901 TELSTAR COURT NO 140 FALLS CHURCH VA 22042 PHILLIP REID 7037708184 2011-09-29 1 7039985100 2010 2016-03-07 17:11:31Z JEFF HUGHES 2901 TELSTAR COURT NO 140 FALLS CHURCH VA 22042 4475574 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. 16 16 25 80 127650 -68634 20000 20000 4424679 4143759 5266 530 279973 311285 4729918 4475574 0 0 0 0 2006947 2012569 0 0 0 2622242 2890080 4629189 4902649 100729 -427075 2632026 2095989 1000994 892032 1631032 1203957 X BUILDING THE LEADERS WHO BUILD THE INSURANCE, INVESTMENT AND FINANCIAL SERVICES INDUSTRY BY OFFERING THOSE INDIVIDUALS WORLD-CLASS PROFESSIONAL DEVELOPMENT OPPORTUNITIES VIA LIVE PROGRAMS, WEB-BASED PROGRAMS AND AUDIO-VISUAL MATERIALS AND WRITTEN MATERIALS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 25 1 1 1 0 0 0 1 1 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X X PHILLIP REID 7034994330 2901 TELESTAR COURT SUITE 140 FALLS CHURCH VA 22042 KENNETH G GALLACHER 3.00 X X 0 0 0 LUIS G CHIAPPY 3.00 X X 0 0 0 HOWARD J ELIAS 3.00 X X 0 0 0 DARALEE S BARBERA 3.00 X X 0 0 0 QUINCY M CRAWFORD 3.00 X X 0 0 0 RICHARD T CLEARY 1.00 X X 0 0 0 JOHN T BAIER 1.00 X X 0 0 0 DAVID AYRES 1.00 X 0 0 0 JIM L COOK JR 1.00 X 0 0 0 MARK BONNETT 1.00 X 0 0 0 DAVID HOGUE 1.00 X 0 0 0 WILLIAM DAVID KELNR 1.00 X 0 0 0 DENNIS M TENDER 1.00 X 0 0 0 LEO C TUCKER 1.00 X 0 0 0 JOHN E NATOLI 1.00 X 0 0 0 LARRY REELITZ 1.00 X 0 0 0 JEFF HUGHES 40.00 X 294037 0 31026 PHILLIP REID 40.00 X 125594 0 27153 DEBRA GROMMONS 40.00 X 111021 0 8687 LAUREEN ROWLAND 40.00 X 106727 0 15917 CONKLING BUCKLEY 15.00 X 67395 0 0 704774 0 82783 4 1 1 0 GAYLORD NATIONAL HOTELS 201 WATERFRONT STREET NATIONAL HARBOR MD 20745 HOTEL AND CONVENTION SERVICES 528484 DIRECTIONS INC 145 E COMMERCE DRIVE SCHAUMBURG IL 60173 AUDIO VISUAL SERVICES 434428 INTUITIVE BUSINESS CONCEPTS 8460 GUILFORD ROAD COLUMBIA MD 21046 INSTALLATION OF MEMBER DATABASE (IMIS) 214917 NATIONAL ASSOCIATION FOR INUSRANCE AND F 2901 TELSTART COURT FALLS CHURCH VA 22042 IT, TELECOMMUNICATION, MAIL SERVICES 151110 YGS 3650 WEST MARKET STREET YORK PA 17404 PRINTING SERVICES 101892 5 20000 20000 LAMP 900099 1945803 1945803 MEMBERSHIP DUES 900099 1626239 1626239 PROFESSIONAL DEVELOPME 900099 280080 280080 PRODUCT SALES 900099 158245 158245 PUBLICATION 541800 133392 5742 127650 4143759 530 530 REIMBURSEMENT FEES 900099 303853 303853 MISCELLANEOUS 900099 7432 7432 311285 4475574 2374159 127650 1953765 443419 1241846 50406 155472 121426 2438 18544 319147 70670 448084 27847 46894 142520 399867 1159427 1342 105457 22129 PUBLICATIONS 99870 OTHER EXPENSE 22441 TAXES 3403 4902649 992905 532319 989241 989621 182911 106176 135758 94992 702345 343545 240629 358800 90582 14081 2632026 2095989 303480 100402 616808 720559 80706 71071 1000994 892032 X 1631032 1203957 1631032 1203957 2632026 2095989 -427075 0 X X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96613 96613 0 100848 31712 69136 458101 188599 269502 46783 26621 20162 358800 DEFERRED RENT 58437 CAPITAL LEASE 12634 71071 4475574 4902649 -427075 0 -427075 4475574 0 4475574 0 4475574 4902649 0 4902649 0 4902649 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 2007 THROUGH 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X 0 0 X X X 0 0 0 JEFF HUGHES 245995 0 40271 0 7771 0 9762 0 21264 0 325063 0 0 0 PHILLIP REID 110716 0 14878 0 0 0 7931 0 19222 0 152747 0 0 0 CONKLING BUCKLEY 67395 0 0 0 0 0 0 0 0 0 67395 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. 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 MANAGEMENTS 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 THE ORGANIZATION HAS FULL MEMBERS AND AFFILIATE MEMBERS. 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 BOARD 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 2011. 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. RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS: FORM 990, PART XI, LINE 2C THE PROCESS DID NOT CHANGE FROM PRIOR YEAR