2026-08-13T15:47:01-04:00 2025-12-31 341413003 Zupka & Associates 4141 Rockside Road Seven Hills OH 44131 990 2025-01-01 340138510 Alliance of Transylvanian Saxons ALLI 4408428442 5323 Pearl Road Cleveland OH 44129 Denise Crawford President 2026-04-14 false Sarah Salnajs P02531601 2164756136 2025 2025-03-06 01:10:19Z Denise Crawford 5323 Pearl Road Cleveland OH 44129 6703458 false X www.atsaxons.com X 1902 OH To unite persons of Transylvanian Saxon and German descent and others who agree to support and promote the preservation of the Saxon culture and traditions in an organization that provides financial security to it's members through the sale of life insurance and annuities. 10 10 5 0 0 0 0 2431545 2257771 4452049 4481926 16742 -36239 6900336 6703458 0 0 5775306 5313811 332113 415972 0 0 0 895725 860414 7003144 6590197 -102808 113261 97488071 98450415 82569294 83095626 14918777 15354789 To unite persons of Transylvanian and German descent and others who agree to support and promote the preservation of the Saxon culture and traditions in an organization that provides financial security to it's members through the sale of life insurance and annuities. false false 6590197 2257771 Providing insurance and annuities to members of the Organization. 6590197 false false false false false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1353 0 true 5 true true true false false false false false false false false false false false false false false false false false false false false false false false 10 10 false false false false true true false true true false true true false true true false false false false false false false OH X Lisa Deaton 4408428442 5323 Pearl Road Cleveland OH 44129 Denise A Crawford President 40 X X 95092 0 0 Monica M Weber 1st VP 2 X 2126 0 0 Randall B Floyd 2nd VP 2 X 8067 0 0 Michael Backinger 3rd VP 2 X 2817 0 0 Christine D Oehlman Secretary 2 X 2598 0 0 Michael Teutsch Jr Treasurer 2 X 3354 0 0 Lisa Deaton Office Manager 40 X X 70000 0 0 Debbie K Ferguson Trustee 2 X 3125 0 0 Barbara A Spack Trustee 2 X 3603 0 0 Jacob F Spor Trustee 2 X 1380 0 0 Ingrid E Weihs-Ferguson Trustee 2 X 3647 0 0 Margarete I Ziegler Trustee 2 X 4148 0 0 199957 0 0 false false false 0 Annuity Life Premium 924298 2257771 2257771 2257771 4481926 4481926 0 0 0 0 0 0 0 0 0 Amortization of Interest Maintenance Reserve -43102 -43102 Miscellaneous Income 6863 6863 -36239 6703458 6703458 0 0 5313811 199957 99661 92356 23998 184874 144263 34271 12000 5662 -908229 4454 26120 Decrease in Life Reserves 927733 Dividends and Commissions 77346 Miscellaneous 351920 0 0 0 0 6590197 0 0 0 2407797 3164442 220401 212229 476829 70953 420607 405876 90057367 90616591 3169990 2611523 1211909 1439754 97488071 98450415 28300 25669 82540994 83069957 82569294 83095626 14918777 15354789 14918777 15354789 97488071 98450415 113261 439521 -116770 X true true X true false false false false false false false false 0 false 0 0 0 0 0 false false false 0 102500 102500 343375 45316 298059 0 30954 25637 5317 0 405876 0 0 Premiums Due 7993 Investment Income Due and Accrued 1181761 Mortgage Loans on Real Estate 250000 1439754 Certificate Reserves 72644270 Supplementary Contracts without Life Contingencies 3110910 Certificate and Contract Claims 988781 Dividend Accumulations or Refunds 895357 Provisions for Refunds Payable 55000 Premiums Paid in Advance 1244 Premium and Contract Deposits 253643 Interest Maintenance Reserve 95612 Branch Fund Deposits 2915880 Asset Valuation Reserve 1250067 Scholarship Memorial Funds 859193 83069957 6703458 0 6703458 0 6703458 6590197 0 6590197 0 6590197 Part VI, Line 6 The Organization has members at various branches. These members elect delegates that are the governing body of the organization. Part VI, Line 7a The Organization has members at various branches. These members elect delegates that are the governing body of the organization. One delegate for every 50 members in good standing. Part VI, Line 11 The form 990 is reviewed by management of the home office before its filed and reviewed by the entire Board of Directors at the first Board Meeting following the filing. Part VI, Line 19 The Organizations annual report is filed with the Ohio Department of Insurance and can be reviewed on the departments website. It includes financial information and other pertinent data on the organization. All records are available to the public at the organizations office. Part XII, Line 2c In 2013, the Organization adopted a charter for the organizations audit committee. Part XII, Line 1 The accounting method used to prepare the 990 is presented on the basis of accounting practices prescribed or permitted by the Ohio Department of Insurance. Part XI, Line 9 Change in nonadmitted assets, aggregate write-ins for gains and losses in surplus, and change in asset valuation reserve reported in the statement of income, expenses, and changes in surplus.