2023-11-14T10:05:58-06:00 2022-12-31 581653941 MOORE COLSON & COMPANY PC 600 GALLERIA PARKWAY SE SUITE 600 ATLANTA GA 30339 990 2022-01-01 202358729 LIDMA INC LIDM 7705160207 3227 S CHEROKEE LANE 1320 WOODSTOCK GA 30188 GINA GRANTHAM EXECUTIVE DIRECTOR 7705160207 2023-10-19 1 GINA GRANTHAM 999009999 0 J PHIL BOOTH P00010195 7709890028 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GINA GRANTHAM 3227 S CHEROKEE LANE 1320 WOODSTOCK GA 30188 401194 0 X WWW.LIDMA.ORG X 2005 NV LIDMA'S CONFERENCES AND MEETINGS SERVE AS AN EDUCATIONAL FORUM WHEREBY DISTRIBUTION, MANUFACTURING, TECHNOLOGY, AND SERVICE PROVIDERS IN THE LIFE INSURANCE DIRECT MARKETING INDUSTRY LEARN ABOUT NEW DEVELOPMENTS, LEGISLATION, AND EMERGING INDUSTRY ISSUES TO DEVELOP SOLUTIONS TO BETTER SERVE CONSUMERS. 19 19 0 0 0 0 0 0 324236 400835 18 359 -797 -1183 323457 400011 13425 10400 0 0 0 0 0 0 0 292108 309945 305533 320345 17924 79666 337723 417389 0 0 337723 417389 LIDMA IS THE FORUM WHEREBY DISTRIBUTION, MANUFACTURING, TECHNOLOGY, AND SERVICE PROVIDERS IN THE LIFE INSURANCE DIRECT MARKETING INDUSTRY DEVELOP SOLUTIONS TO BETTER SERVE CONSUMERS. 0 0 LIDMA HOLDS AN ANNUAL CONFERENCE TO PROVIDE A FORUM FOR LEARNING ABOUT CURRENT TRENDS AND ENHANCING PROCESSES IN THE LIFE INSURANCE DIRECT MARKETING INDUSTRY. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 1 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 GA X GINA GRANTHAM EXECUTIVE DIRECTOR 7705160207 3227 S CHEROKEE LANE SUITE 1320 WOODSTOCK GA 30188 R JAN PINNEY IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 NICOLE BUCKENMEYER PRESIDENT 5.00 X X 0 0 0 JEFF MCCAULEY SECRETARY/TREASURER 1.00 X X 0 0 0 BRIAN BARNES PRESIDENT ELECT 1.00 X X 0 0 0 JENNY CANAS DIRECTOR 1.00 X 0 0 0 KEVIN FUSICK DIRECTOR 1.00 X 0 0 0 CHRIS CAMPBELL DIRECTOR 1.00 X 0 0 0 JEREMY HEWETT DIRECTOR 1.00 X 0 0 0 MARK HOLWEGER DIRECTOR 1.00 X 0 0 0 PETE KALASOUNTAS DIRECTOR 1.00 X 0 0 0 JOE F KLEIN IV VICE PRESIDENT 1.00 X X 0 0 0 KELI SEDER DIRECTOR 1.00 X 0 0 0 BRIAN T CASEY LEGAL COUNSEL 1.00 X 0 0 0 ANDREW DOERMAN INNOVATION AWARD CHAIRMAN 1.00 X 0 0 0 DENIS CLIFFORD MEMBERSHIP VICE CHAIRMAN 1.00 X 0 0 0 TIM SHAHEEN DIRECTOR 1.00 X 0 0 0 ANDREW SUTTON DIRECTOR 1.00 X 0 0 0 GINA GRANTHAM NON-VOTING EXECUTIVE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 900099 208451 208451 CONFERENCE SPONSORSHIP 900099 133000 133000 ANNUAL CONFERENCE 611710 59110 59110 SERVICES 561000 274 274 400835 359 359 0 1183 -1183 -1183 400011 400835 0 -824 10400 92450 2800 3864 9877 10543 179998 1645 DUES & MEMBERSHIP 8768 320345 161036 240343 176687 177046 337723 417389 0 0 X 0 0 0 0 337723 417389 337723 417389 337723 417389 79666 0 X 0 0 0 1 THE LIFE FUND 1655 N FORT MYER DRIVE SUITE 610 ARLINGTON VA 22209 522316124 501(C)(3) 10400 0 SCHOLARSHIPS PART I, LINE 2: LIDMA FUNDS VARIOUS SCHOLARSHIPS THROUGH CHARITABLE ORGANIZATIONS. LIDMA'S BOARD OF DIRECTORS REVIEWS THE USE OF SCHOLARSHIP FUNDS AND THE MONEY IS DISBURSED DIRECTLY TO THE CHARITABLE ORGANIZATION WHICH HANDLES THE SCHOLARSHIPS. FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF DIRECTORS IS COMPOSED OF BUSINESS LEADERS WITHIN THE INDUSTRY. AS SUCH, THE DIRECTORS MAY HAVE NORMAL BUSINESS RELATIONSHIPS. GINA GRANTHAM IS A BOARD MEMBER AND ALSO THE CEO OF LIDMA. AS A RESULT, SHE IS NOT A VOTING MEMBER OF THE BOARD. THE BUSINESS RELATIONSHIP FALLS BELOW THE SCHEDULE L DISCLOSURE THRESHOLD AND THEREFORE SCHEDULE L WAS NOT REQUIRED TO BE COMPLETED. BUSINESS RELATIONSHIPS ARE CONDUCTED AT ARMS' LENGTH, PURSUANT TO NORMAL BUSINESS TERMS. FORM 990, PART VI, SECTION A, LINE 3 ACCOUNTING, MANAGEMENT, AND ADMINISTRATIVE FUNCTIONS ARE PROVIDED BY ASSOCIATION EXECUTIVE SERVICES, INC., A MANAGEMENT COMPANY THAT SPECIALIZES IN NONPROFIT ORGANIZATIONS. ACTIONS OF THE MANAGEMENT COMPANY ARE REPORTED TO THE BOARD. THERE IS AN ARM'S LENGTH BUSINESS RELATIONSHIP BETWEEN LIDMA AND THE MANAGEMENT COMPANY. ADDITIONALLY, THE MANAGEMENT COMPANY IS NOT A CONTROLLED ENTITY WITH RESPECT TO LIDMA AND VICE VERSA. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION ACCEPTS MEMBERS FROM THE LIFE INSURANCE DIRECT MARKETING INDUSTRY THROUGH AN APPLICATION PROCESS. HOWEVER, NONE OF THE MEMBERS ACTUALLY HAVE AN OWNERSHIP INTEREST IN LIDMA AND THEY CANNOT RECEIVE A SHARE OF THE ORGANIZATION'S PROFITS OR EXCESS DUES OR NET ASSETS UPON THE ORGANIZATION'S DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE ORGANIZATION IS ELECTED FROM THE MEMBERSHIP BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE VOLUNTEER TREASURER, PRESIDENT, AND MANAGEMENT COMPANY CEO WHO ARE APPOINTED BY THE BOARD OF DIRECTORS WITH RESPONSIBILITY FOR THE FORM 990. FORM 990, PART VI, SECTION C, LINE 18 THE ASSOCIATION MAKES THEIR EXEMPT STATUS DETERMINATION LETTER AND PRIOR THREE YEARS FORM 990, AND FORM 990-T IF APPLICABLE, AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING POLICIES AND DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ANTI-TRUST POLICY IS AVAILABLE ON THEIR WEBSITE FREE OF CHARGE.