2025-11-10T14:13:50-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 522316124 THE LIFE FUND LIFE 7037708100 1000 WILSON BOULEVARD 1890 ARLINGTON VA 22209 ERNI DAVIS CPA/CFO 7037708100 2025-11-10 1 1 FOX AARON P01365820 2022274000 2024 2025-03-06 01:10:19Z KEVIN M MAYEUX 1000 WILSON BOULEVARD 1890 ARLINGTON VA 22209 339543 0 X WWW.LIFEHAPPENS.ORG X 2001 DC TO EDUCATE THE PUBLIC ABOUT THE INSURANCE PRODUCTS AND THE VALUE OF SEEKING PROFESSIONAL ADVICE. 5 5 0 5 0 0 80695 339543 0 0 0 0 173 0 80868 339543 158467 226250 0 0 0 0 0 0 0 716 83300 159183 309550 -78315 29993 91662 124652 3 3000 91659 121652 X EDUCATE THE GENERAL PUBLIC, AND POLICY OWNERS, BENEFICIARIES AND OTHER APPROPRIATE CONSTITUENCIES OF THE VALUE OF THE SERVICES OF PROFESSIONAL INSURANCE PROFESSIONALS; AND TO EDUCATE THE PUBLIC OF THE SIGNIFICANT AND ESSENTIAL ROLE THAT THE LIFE AND HEALTH INSURANCE INDUSTRY AND ITS PRODUCTS PLAY IN A SOUND SOCIAL AND ECONOMIC SYSTEM. 0 0 309550 226250 LIFE LESSONS - QUALIFIED ENTRANTS WHO SUBMITTED ESSAYS OR VIDEOS ABOUT HOW THE DEATH OF A PARENT OR GUARDIAN IMPACTED THEIR LIVES WLL BE ELIGIBLE FOR THE SCHOLARSHIP MONEY. 309550 1 1 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 VA X ERNI DAVIS 7037701800 1000 WILSON BOULEVARD 1890 ARLINGTON VA 22209 BARB PIETRANGELO DIRECTOR 1.00 2.50 X 0 0 0 MARK HANNA CLU CHFC AIF DIRECTOR 1.00 2.50 X 0 0 0 MICHAEL WEINTRAUB TREASURER 1.00 2.50 X 0 0 0 R JAN PINNEY DIRECTOR 1.00 2.50 X 0 0 0 PAUL DOUGHERTY DIRECTOR 1.00 2.50 X 0 0 0 BRIAN STEINER EXECUTIVE DIRECTOR 10.00 35.00 X 0 238906 9611 ERNI DAVIS CFO 10.00 35.00 X 0 225375 27954 KEVIN M MAYEUX CEO 10.00 35.00 X 0 613741 28774 TOM COTHRON PRESIDENT-ELECT 10.00 35.00 X 0 1451 0 0 1079473 66339 0 0 1 0 0 339543 339543 339543 0 0 0 226250 226250 60000 60000 6500 6500 14363 14363 BANK FEES 2437 2437 309550 309550 0 0 19255 107968 72407 16684 91662 124652 3 3000 3 3000 X -24659 -102974 116318 224626 91659 121652 91662 124652 29993 0 X X 0 1 X 1 0 X X 1 LIFE AND HEALTH INSURANCE FOUNDATION 521904610 10 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: LIFE HAPPENS IS A NONPROFIT ORGANIZATION DEDICATED TO HELPING CONSUMERS TAKE PERSONAL FINANCIAL RESPONSIBILITY THROUGH THE OWNERSHIP OF LIFE INSURANCE AND RELATED PRODUCTS. THE ORGANIZATION DOES NOT ENDORSE ANY PRODUCT, COMPANY OR INSURANCE ADVISOR. LIFE HAPPENS IS SUPPORTED BY MORE THAN 140 OF THE NATION'S LEADING INSURANCE COMPANY AND FINANCIAL SERVICES ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE FUND EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 UNIVERSITY OF CALIFORNIA IRVINE 102 ALDRICH HALL IRVINE CA 92697 952226406 501(C)(3) 15000 0 CHECKS LIFE LESSONS PAINE COLLEGE 1235 15TH ST AUGUSTA GA 30901 237434499 501(C)(3) 15000 0 CHECKS LIFE LESSONS TENNESSEE STATE UNIVERSITY 3500 JOHN A MERRITT BLVD NASHVILLE TN 37209 620786119 501(C)(3) 15000 0 CHECKS LIFE LESSONS UNIVERSITY OF CALIFORNIA LOS ANGELES A 129 MURPHY HALL LOS ANGELES CA 90095 956006143 501(C)(3) 15000 0 CHECKS LIFE LESSONS UNIVERSITY OF NEBRASKA AT OMAHA 6001 DODGE ST OMAHA NE 68182 470049123 501(C)(3) 15000 0 CHECKS LIFE LESSONS MISSOURI STATE UNIVERSITY 901 S NATIONAL AVENUE SPRINGFIELD MO 65897 431234200 501(C)(3) 12500 0 CHECKS LIFE LESSONS WESTERN KENTUCKY UNIVERSITY 1906 COLLEGE HEIGHTS BLVD 11018 BOWLING GREEN KY 42101 616055628 501(C)(3) 10000 0 CHECKS LIFE LESSONS GALEN COLLEGE OF NURSING 1100 DR MARTIN L KING JR BLVD NASHVILLE TN 37203 611140524 501(C)(3) 10000 0 CHECKS LIFE LESSONS UNIVERSITY OF PITTSBURGH 139 UNIVESITY PLACE PITTSBURGH PA 15260 250965591 501(C)(3) 10000 0 CHECKS LIFE LESSONS WEST CHESTER UNIVERSITY 700 S HIGH ST WEST CHESTER PA 19383 232417773 501(C)(3) 10000 0 CHECKS LIFE LESSONS MESA COMMUNITY COLLEGE 1833 W SOUTHERN AVENUE MESA AZ 85202 860185552 501(C)(3) 10000 0 CHECKS LIFE LESSONS MARYMOUNT COLLEGE 2807 N GLEBE RD ARLINGTON VA 22207 540573801 501(C)(3) 10000 0 CHECKS LIFE LESSONS UNIVERSITY OF SOUTHERN CALIFORNIA 700 CHILDS WAY JHH 325 LOS ANGELES CA 90089 951642394 501(C)(3) 10000 0 CHECKS LIFE LESSONS UTAH VALLEY UNIVERSITY 800 W UNIVERSITY PARKWAY OREM UT 84058 870280648 501(C)(3) 17500 0 CHECKS LIFE LESSONS TIDEWATER COMMUNITY COLLEGE 121 COLLEGE PLACE NORFOLK VA 23510 521217056 501(C)(3) 6250 0 CHECKS LIFE LESSONS UNIVERSITY OF GEORGIA 104 CALDWELL HALL ATHENS GA 30602 586001998 501(C)(3) 10000 0 CHECKS LIFE LESSONS UNIVERSITY OF NEBRASKA-LINCOLN 102 CANSFIELD ADMINSTRATION BLDG LINCOLN NE 68588 470049123 501(C)(3) 10000 0 CHECKS LIFE LESSONS 17 0 PART I, LINE 2: THE FUND'S CONSUMER EDUCATION MANAGER AND CMO REVIEW AND MONITOR USE OF SCHOLARSHIP FUNDS. SCHOLARSHIP CHECKS ARE MAILED DIRECTLY TO THE RECIPIENT'S SCHOOLS WITH A DOCUMENT THAT STATES THAT THE USAGE OF THE FUNDS CAN ONLY BE FOR SCHOOL EXPENSES AND/OR TUITION. 0 0 0 0 0 0 0 0 0 KEVIN M MAYEUX CEO 0 511419 0 100000 0 2322 0 10350 0 18424 0 642515 0 0 ERNI DAVIS CFO 0 208053 0 15000 0 2322 0 6252 0 21702 0 253329 0 0 BRIAN STEINER EXECUTIVE DIRECTOR 0 238385 0 0 0 521 0 6613 0 2998 0 248517 0 0 PART I, LINE 3 THE FUND DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS, A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). COMPARABLES FOR LOCATION AND TITLES ARE RESEARCHED THROUGH THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT AND THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. THE PRESIDENT AND CEO SALARIES ARE REVIEWED BY THE ENTIRE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S GOVERNING BODY HAS DELEGATED ALL DAY-TO-DAY MANAGEMENT AND OPERATIONAL DUTIES TO ITS PARENT ORGANIZATION, NAIFA. THE PARENT ORGANIZATION IS RESPONSIBLE FOR GENERAL OVERSIGHT OF PROGRAMS. A MANAGEMENT FEE IS PAID ANNUALLY TO LIFE HAPPENS, A RELATED ENTITY, TO COVER THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6 NAIFA IS THE SOLE MEMBER OF THE LIFE FUND. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER OF THE FUND, NAIFA HAS THE AUTHORITY TO ELECT THE FUND'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE FOUNDATION'S MEMBERS BY A MAJORITY VOTE OF ITS MEMBERS MAY AMEND THE BYLAWS AT ANY REGULAR OR SPECIAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS FIRST REVIEWED BY THE CEO, COO AND CFO. IT IS THEN SENT TO THE FINANCE COMMITTEE AND THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE PROVIDED WITH A CONFLICT POLICY THE FIRST YEAR THEY ARE ON THE BOARD OF DIRECTORS. THE POLICY IS REVISITED EVERY YEAR AT THE SPRING BOARD MEETING. AS FOR EMPLOYEES, THE POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK. THE CONFLICT OF INTEREST DISCLOSURE IS MONITORED ON AN ANNUAL BASIS. THE PRESIDENT AND CEO IS RESPONSIBLE FOR REVIEWING ANY CONFLICTS OR POTENTIAL CONFLICTS-OF-INTEREST. ONCE REVIEWED, THE MATTER IS BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE WHO MAKES THE FINAL DECISION. IF A CONFLICT DOES EXIST, LIMITS MAY INCLUDE RECUSE FROM VOTING AND PROHIBITING THE MEMBER FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE DOCUMENTS ARE MAILED TO THE RECIPIENT AS SOON AS THE REQUEST IS RECEIVED. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION 1000 WILSON BLVD 1890 ARLINGTON VA 22209 521904610 MEMBERSHIP DC 501(C)(6) NAIFA 0 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 1000 WILSON BLVD 1890 ARLINGTON VA 22209 530232489 MEMBERSHIP DC 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION P 60000 COST