2025-06-18T10:22:25-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 842903878 MDRT GLOBAL SERVICES MDRT 8476926378 325 W TOUHY AVE PARK RIDGE IL 60068 STEPHEN P STAHR CEO 8476926378 2025-06-17 1 1 MELISSA STRUCK P01325376 6305738600 2025-06-16 2024 2025-03-06 01:10:19Z STEPHEN P STAHR 325 W TOUHY AVE PARK RIDGE IL 60068 3473278 0 X WWW.MDRT.ORG X 2019 IL TO PROVIDE A MEANS FOR INFLUENCERS OF INSURANCE AND FINANCIAL SERVICES PROFESSIONALS TO ENGAGE IN VERY SPECIFIC WAYS WITH MDRT AS MEMBERS OF AN AFFILIATED MEMBERSHIP ORGANIZATION. 5 5 0 41 0 0 0 3198678 176128 274600 0 0 0 0 176128 3473278 0 0 0 0 0 0 0 0 0 0 991188 0 991188 176128 2482090 474262 306651 2936911 287210 -2462649 19441 TO PROVIDE A MEANS FOR INFLUENCERS OF INSURANCE AND FINANCIAL SERVICES PROFESSIONALS TO ENGAGE IN VERY SPECIFIC WAYS WITH MDRT AS MEMBERS OF AN AFFILIATED MEMBERSHIP ORGANIZATION. 0 0 TO PROVIDE A MEANS FOR INFLUENCERS OF INSURANCE AND FINANCIAL SERVICES PROFESSIONALS TO ENGAGE IN VERY SPECIFIC WAYS WITH MDRT AS MEMBERS OF AN AFFILIATED MEMBERSHIP ORGANIZATION. 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DAVID DICKHUDT SENIOR DIRECTOR FINANCE 8476926378 325 W TOUHY AVE PARK RIDGE IL 60068 PEGGY TSAI FORMER PAST PRESIDENT 1.00 5.00 X X 0 61041 0 AURORA TANCOCK SECRETARY 1.00 5.00 X X 0 35206 0 GREG GAGNE PAST PRESIDENT 1.00 10.00 X X 0 88788 0 CAROL KHENG PRESIDENT 1.00 5.00 X X 0 112308 0 JOHN NICHOLS 1ST VICE PRESIDENT 1.00 5.00 X X 0 48914 0 CLAY GILLESPIE 2ND VICE PRESIDENT 1.00 5.00 X X 0 58924 0 STEPHEN STAHR CEO 1.00 39.00 X 0 994021 150058 0 1399202 150058 0 0 1 0 HARVARD BUSINESS SCHOOL PUBLISHING CORPO 20 GUEST STREET SUITE 700 BRINGHTON MA 02135 ONLINE LEADERSHIP TRAINING SERVICES 160000 1 3198678 3198678 MEMBERSHIP INCOME 611430 274600 274600 274600 3473278 274600 0 0 1462 6630 2391 550330 11507 267279 20739 123640 MISCELLANEOUS 7210 991188 407259 266651 67003 40000 474262 306651 67595 39549 19200 12000 2850116 235661 2936911 287210 X -2462649 19441 -2462649 19441 474262 306651 2482090 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 GLOBAL SERVICES INTERCOMPANY 202056 ACCRUED LIABILITIES 33605 235661 X PART X, LINE 2: MDRT GLOBAL SERVICES 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, 2024 AND 2023. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT 17968 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT 175532 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT 48375 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT 2764 NORTH AMERICA 0 0 PROGRAM SERVICES SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT 124393 SOUTH ASIA 0 0 PROGRAM SERVICES SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT 140978 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SEMINARS, NEWSLETTERS, MEMBERSHIP SUPPORT 6911 0 0 0 0 0 0 516921 0 516921 0 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES OUTSIDE OF THE UNITED STATES. X X X X 1 1 0 1 0 STEPHEN STAHR CEO 0 838455 0 155566 0 0 0 115022 0 35036 0 1144079 0 0 PART I, LINE 1A EXECUTIVE MEMBERS AND THE CEO CAN CHOOSE TO TRAVEL FIRST CLASS ON FLIGHTS WITH DURATIONS OF THREE HOURS OR LONGER (NONTAXABLE BENEFIT). SPOUSES CAN ACCOMPANY THE EXECUTIVE COMMITTEE MEMBERS ON THEIR TRAVELS (TAXABLE BENEFIT). EACH EXECUTIVE COMMITTEE MEMBER RECEIVES A GROSS UP PAYMENT RELATED TO THEIR SPOUSAL TRAVEL. EXECUTIVE COMMITTEE MEMBERS RECEIVE AN ADMINISTRATIVE ALLOWANCE TAXABLE TO THE INDIVIDUAL TO DEFRAY THE COST OF STAFF SUPPORT EXPENSES THEY MAY INCUR IN THE PERFORMANCE OF THEIR EXECUTIVE COMMITTEE DUTIES AND ORGANIZATION WORK. NO MEMBER OF THE ORGANIZATION OR OF THE EXECUTIVE COMMITTEE, OR OF ANY OTHER COMMITTEE, RECEIVES COMPENSATION FOR SERVICES RENDERED. THE AMOUNTS BUDGETED FOR THE MATTERS ABOVE ARE INCLUDED IN THE ORGANIZATION'S BUDGET. THE BUDGET IS APPROVED BY THE FINANCE COMMITTEE ON AN ANNUAL BASIS. PART I, LINE 1B THE ORGANIZATION'S AFFILIATE, MDRT, MAINTAINS AND FOLLOWS WRITTEN POLICIES REGARDING FIRST CLASS TRAVEL, SPOUSE TRAVEL, GROSS-UP PAYMENTS, AND DISCRETIONARY SPENDING ACCOUNTS. PART I, LINE 3 EXPENSE REPORTS MUST BE SUBMITTED IN ORDER TO RECEIVE REIMBURSEMENT FROM THE ORGANIZATION'S AFFILIATE, MDRT. RECEIPTS ARE REQUIRED FOR ITEMS $25 OR GREATER. RECEIPTS ARE REQUIRED FOR ALL PURCHASES MADE WITH THE ORGANIZATION'S CREDIT CARD. PART I, LINE 4B THE FOLLOWING PERSON RECEIVED BENEFITS FROM OR OTHERWISE PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: STEPHEN STAHR - BENEFITS DO NOT VEST UNTIL RETIREMENT DATE IS REACHED. FORM 990, PART VI, SECTION A, LINE 1A THE MDRT GLOBAL SERVICES IS GOVERNED AND MANAGED BY THE MILLION DOLLAR ROUND TABLE EXECUTIVE COMMITTEE WHICH FUNCTIONS AS THE BOARD OF GOVERNANCE. THE COMMITTEE HAS FIVE VOTING OFFICERS AND INCLUDES THE CHIEF EXECUTIVE OFFICER AS EX-OFFICIO, NON-VOTING MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP: QUALIFYING. THIS CLASS OF MEMBERSHIP SHALL BE A PRIVILEGE WHICH MAY BE GRANTED OR WITHHELD EACH YEAR BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION SUPPLIED BY MANAGEMENT. A DRAFT OF THE RETURN IS REVIEWED BY MANAGEMENT WITH ANY APPROPRIATE CHANGES BEING INCORPORATED INTO THE DOCUMENT BEFORE BEING PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH EXECUTIVE COMMITTEE MEMBER IS REQUIRED TO AGREE TO THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGES THIS BY SIGNING THE CONFLICT OF INTEREST POLICY STATEMENT ON AN ANNUAL BASIS. COMPLIANCE IS MONITORED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS. THE POLICY REQUIRES FULL AND PROMPT DISCLOSURE TO THE EXECUTIVE COMMITTEE OF ALL RELEVANT FACTS REGARDING ANY POSSIBLE CONFLICTS OF INTEREST. EACH EXECUTIVE COMMITTEE MEMBER AGREES TO INFORM IN WRITING AN OFFICER OF MDRT NOT AFFECTED BY THE CONFLICT. THEY MUST THEN REFRAIN FROM EXECUTIVE COMMITTEE DISCUSSION WITH RESPECT TO THE MATTER AND REFRAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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 ROUND TABLE 325 W TOUHY AVENUE PARK RIDGE IL 60068 362138427 INSURANCE AND INVESTMENT PROFESSIONALS NETWORK IL 501(C)(6) 0 THE MDRT ACADEMY 325 W TOUHY AVENUE PARK RIDGE IL 60068 814966111 APPLICATION TO SUPPORT PROFESSIONAL COMMUNITY IL 501(C)(6) MILLION DOLLAR ROUND TABLE 1 MILLION DOLLAR ROUND TABLE FOUNDATION 325 W TOUHY AVENUE PARK RIDGE IL 60068 366080766 GRANT MAKING TO OTHER CHARITABLE ORGANIZATIONS IL 501(C)(3) 0 MDRT BUSINESS SERVICES INC 325 W TOUHY AVE PARK RIDGE IL 60068 842883648 CREATE AND SELL PRODUCTS AND SERVICES IL MILLION DOLLAR ROUND TABLE C 1.00000 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0