2026-09-09T09:43:49-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 522316124 THE LIFE FUND LIFE 7038884440 1000 WILSON BLVD STE 1890 ARLINGTON VA 22209 KEVIN MAYEUX CEO 7038884440 2026-09-04 1 FOX AARON P01365820 2022274000 2025 KEVIN MAYEUX 1000 WILSON BLVD STE 1890 ARLINGTON VA 22209 431525 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 6 0 0 339543 431311 0 0 0 214 0 0 339543 431525 226250 392240 0 0 0 0 0 0 0 83300 62004 309550 454244 29993 -22719 124652 103309 3000 4376 121652 98933 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 392240 392240 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. 392240 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 1 0 0 0 VA X ERNI DAVIS 7037701800 1000 WILSON BLVD STE 1890 ARLINGTON VA 22209 CHRISTOPHER GANDY PRESIDENT-ELECT 2.50 15.00 X X 0 0 0 JOHN WHEELER SECRETARY 10.00 10.00 X X 0 0 0 PAUL DOUGHERTY TREASURER 2.50 10.00 X 0 0 0 DOUGLAS MASSEY PRESIDENT 10.00 10.00 X X 0 0 0 TOM COTHRON IMMEDIATE PAST PRESIDENT 2.50 10.00 X 0 0 0 KEVIN MAYEUX CEO 10.00 35.00 X 0 513593 32929 ERNI DAVIS CFO 10.00 35.00 X 0 208593 28731 MICHAEL GERBER COO 10.00 35.00 X 0 309296 35578 BRIAN STEINER EXECUTIVE DIRECTOR 10.00 35.00 X 0 250861 8254 MAGGIE LEYES CHIEF CREATIVE OFFICER 35.00 10.00 X 0 200065 32468 0 1482408 137960 0 0 1 0 0 431311 431311 214 214 431525 0 0 214 392240 392240 60000 60000 1809 1809 195 195 454244 392240 62004 0 107968 12096 16684 0 0 91213 124652 103309 3000 4376 3000 4376 X -102974 98933 224626 0 121652 98933 124652 103309 -22719 0 X X 0 1 X 1 0 X X 1 NAIFA 530232489 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: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS ("NAIFA") IS THE SOLE MEMBER OF THE LIFE FUND AND HAS THE AUTHORITY TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. THROUGH THESE MEMBERSHIP RIGHTS, NAIFA HAS THE POWER TO REGULARLY APPOINT DIRECTORS OF THE LIFE FUND AND MAINTAIN OVERSIGHT OF THE ORGANIZATION'S ACTIVITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE FUND EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR 2025, 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 SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 501(C)(3) 30000 0 CHECKS LIFE LESSONS LOUISIANA STATE UNIVERSITY 1146 PLEASANT HALL BATON ROUGE LA 70803 726000848 501(C)(3) 17500 0 CHECKS LIFE LESSONS PENSACOLA CHRISTIOAN COLLEGE 250 BRENT LANE PENSACOLA FL 32503 590940532 501(C)(3) 15000 0 CHECKS LIFE LESSONS WEATHERFORD COLLEGE 225 COLLEGE PARK DRIVE WEATHERFORD TX 76086 751593084 501(C)(3) 15000 0 CHECKS LIFE LESSONS UNIVERSITY OF CALIFORNIA BERKELEY PO BOX 744988 LOS ANGELES CA 90074 943067788 501(C)(3) 15000 0 CHECKS LIFE LESSONS UNIVERSITY OF NEBRASKA AT KEARNEY 905 W 25TH STREET KEARNEY NE 68849 470049123 501(C)(3) 15000 0 CHECKS LIFE LESSONS CENTRAL COMMUNITY COLLEGE 3134 W HWY 34 GRAND ISLAND NE 68801 477228813 501(C)(3) 15000 0 CHECKS LIFE LESSONS HAMPDEN-SYDNEY COLLEGE 1 COLLEGE RD FARMVILLE VA 23943 540505906 501(C)(3) 10550 0 CHECKS LIFE LESSONS UNIVERSITY OF NORTH ALABAMA UNA BOX 5045 FLORENCE AL 35632 630814888 501(C)(3) 10000 0 CHECKS LIFE LESSONS THE COLLEGE OF CHARLESTON 66 GEORGE STREET CHARLESTON SC 29424 237069236 501(C)(3) 10000 0 CHECKS LIFE LESSONS THE COLLEGE OF WOOSTER 1189 BEALL AVE WOOSTER OH 44691 340714654 501(C)(3) 10000 0 CHECKS LIFE LESSONS UNIVERSITY OF KANSAS 1502 IOWA STREET LAWRENCE KS 66045 481124839 501(C)(3) 10000 0 CHECKS LIFE LESSONS JOHN CARROLL UNIVERSITY 1 JOHN CARROLL BLVD UNIVERSITY HEIGHTS OH 44118 340714681 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 KENNESAW STATE UNIVERSITY 585 COBB AVE MD 0119 KENNESAW GA 30144 580965786 501(C)(3) 10000 0 CHECKS LIFE LESSONS OUACHITA BAPTIST UNIVERSITY 410 OUACHITA STREET ARKADELPHIA AR 71998 710239383 501(C)(3) 10000 0 CHECKS LIFE LESSONS UNIVERSITY OF FLORIDA PO BOX 114025 GAINSVILLE FL 32611 596002052 501(C)(3) 10000 0 CHECKS LIFE LESSONS GREENVILLE TECHNICAL COLLEGE PO BOX 5616 GREENVILLE SC 29606 570565961 501(C)(3) 7500 0 CHECKS LIFE LESSONS GEORGE WASHINGTON UNIVERSITY 44983 KNOLL SQUARE S-260 ASHBURN VA 20147 530196584 501(C)(3) 7500 0 CHECKS LIFE LESSONS UTAH VALLEY UNIVERSITY 800 W UNIVERSITY PARKWAY OREM UT 84058 870280648 501(C)(3) 7500 0 CHECKS LIFE LESSONS UNIVERSITY OF WISCONSIN-PLATTESVILLE 1 UNIVERSITY PLAZA PLATTEVILLE WI 53818 396051705 501(C)(3) 7500 0 CHECKS LIFE LESSONS TREASURER OF VIRGINIA TECH 800 WASHINGTON STREET SW S-150 BLACKSBURG VA 24061 546001805 501(C)(3) 7500 0 CHECKS LIFE LESSONS UNIVERSITY OF ARKANSAS 640 N GARLAND AVE S-108 FAYETTEVILLE AR 72701 716003252 501(C)(3) 7500 0 CHECKS LIFE LESSONS ALFRED UNIVERSITY 1 SAXON DRIVE ALFRED NY 14802 160743900 501(C)(3) 7500 0 CHECKS LIFE LESSONS UNIVERISTY OF CALIFORNIA SANTA BARBARA 2103 SAASB SANTA BARBARA CA 93106 966006145 501(C)(3) 7500 0 CHECKS LIFE LESSONS AUBURN UNIVERSITY 108 MARY MARTIN HALL AUBURN AL 36849 636000724 501(C)(3) 7500 0 CHECKS LIFE LESSONS ST JOHN'S UNIVERSITY 800 UTOPIA PKWY JAMAICA QUEENS NY 11439 111630830 501(C)(3) 7500 0 CHECKS LIFE LESSONS THE UNIVERSITY OF OKLAHOMA 1000 ASP BUCHANAN HALL RM 208 NORMAN OK 73019 731377584 501(C)(3) 7500 0 CHECKS LIFE LESSONS UNIVERSITY OF NORTH TEXAS 155 UNION CIRCLE 311370 DENTON TX 76203 756002149 501(C)(3) 7500 0 CHECKS LIFE LESSONS AUGUSTANA UNIVERSITY 2101 S SUMMIT AVE SIOUX FALLS SD 57197 450224588 501(C)(3) 7500 0 CHECKS LIFE LESSONS SOUTHEAST MISSOURI STATE UNIVERSITY ONE UNIVERSITY PLAZA MS 3740 CAPE GIRARDEAU MO 63701 431291797 501(C)(3) 7500 0 CHECKS LIFE LESSONS WESTERN GOVERNORS UNIVERSITY PO BOX 30015 SALT LAKE CITY UT 84130 841383926 501(C)(3) 7500 0 CHECKS LIFE LESSONS UNIVERITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 911156628 501(C)(3) 7500 0 CHECKS LIFE LESSONS OHIO UNIVERSITY CHUBB HALL 020 ATHENS OH 45701 316402113 501(C)(3) 7500 0 CHECKS LIFE LESSONS UNIVERSITY OF RHODE ISLAND 6 RHODY RAM WAY KINGSTON RI 02881 223011455 501(C)(3) 7500 0 CHECKS LIFE LESSONS MIDDLE TENNESSEE STATE UNIVERSITY 1301 E MAIN STREET MURFREESBORO TN 37132 620695507 501(C)(3) 7500 0 CHECKS LIFE LESSONS 42 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 MAYEUX CEO 0 511271 0 0 0 2322 0 10500 0 22429 0 546522 0 0 MICHAEL GERBER COO 0 305732 0 0 0 3564 0 9164 0 26414 0 344874 0 0 BRIAN STEINER EXECUTIVE DIRECTOR 0 250051 0 0 0 810 0 5938 0 2316 0 259115 0 0 ERNI DAVIS CFO 0 206271 0 0 0 2322 0 6302 0 22429 0 237324 0 0 MAGGIE LEYES CHIEF CREATIVE OFFICER 0 196501 0 0 0 3564 0 6205 0 26263 0 232533 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 FOUNDATION, NAIFA HAS THE AUTHORITY TO ELECT THE FOUNDATION'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. NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 1000 WILSON BLVD 1890 ARLINGTON VA 22209 530232489 MEMBERSHIP DC 501(C)(6) N/A 0 LIFE AND HEALTH INSURANCE FOUNDATION FOR EDUCATION 1000 WILSON BLVD 1890 ARLINGTON VA 22209 521904610 MEMBERSHIP DC 501(C)(6) NAIFA 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 NAIFA P 60000 COST