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Nonprofit · EIN 34-0138510

ALLIANCE OF TRANSYLVANIA SAXONS OF US

Tax-exempt · CLEVELAND, OH 44129

Financials

$7.8M$7.6M2023$6.9M$7M2024$6.7M$6.6M2025
Revenue Expenses · by fiscal year end
Financials of ALLIANCE OF TRANSYLVANIA SAXONS OF US by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$6,703,458$6,590,197$113,261$98,450,415$83,095,626$15,354,789
December 31, 2024990$6,900,336$7,003,144-$102,808$97,488,071$82,569,294$14,918,777
December 31, 2023990$7,837,506$7,621,143$216,363$97,473,764$82,743,144$14,730,620
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,257,771
Investment income
$4,481,926
Other revenue
-$36,239

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,313,811
Compensation of officers, directors and key employees
$199,957
Other salaries and wages
$99,661
Salaries, compensation and benefits (total)
$415,972
Professional fundraising fees
$0
Accounting fees
$184,874
Occupancy
$12,000
Depreciation
$4,454

Balance sheet and other

Total assets, start of year
$97,488,071
Total assets, end of year
$98,450,415
Total liabilities, end of year
$83,095,626
Net assets, end of year
$15,354,789
Land, buildings and equipment
$405,876
Publicly traded securities
$90,616,591
Gross receipts
$6,703,458
Employees
5
Year formed
1902
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Denise A CrawfordPresident
Officer, Key employee
40$95,092
Lisa DeatonOffice Manager
Officer, Key employee
40$70,000
Randall B Floyd2nd VP
Officer
2$8,067
Margarete I ZieglerTrustee
Officer
2$4,148
Ingrid E Weihs-FergusonTrustee
Officer
2$3,647
Barbara A SpackTrustee
Officer
2$3,603
Michael Teutsch JrTreasurer
Officer
2$3,354
Debbie K FergusonTrustee
Officer
2$3,125
Michael Backinger3rd VP
Officer
2$2,817
Christine D OehlmanSecretary
Officer
2$2,598
Monica M Weber1st VP
Officer
2$2,126
Jacob F SporTrustee
Officer
2$1,380
990 for the year ended December 31, 2024: 13 people
NameTitleHours / weekCompensation
Denise A CrawfordPresident
Officer, Key employee
40$95,818
Lisa DeatonOffice Manager
Officer, Key employee
40$68,500
Monica F GillesPast Secretary
Officer, Key employee, Former
40$31,810
Randall B Floyd2nd VP
Officer
2$6,933
Michael Teutsch JrTreasurer
Officer
2$3,901
Margarete I ZieglerTrustee
Officer
2$3,803
Ingrid E Weihs-FergusonTrustee
Officer
2$3,543
Barbara A SpackTrustee
Officer
2$3,438
Michael Bachinger3rd VP
Officer
2$3,181
Monica M Weber1st VP
Officer
2$2,978
Debbie K FergusonTrustee
Officer
2$1,613
Jacob F SporTrustee
Officer
2$1,221
Christine D OehlmanSecretary
Officer
2$579
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
Denise A CrawfordPresident
Officer, Key employee
40$89,094
Monica F GillesSecretary
Officer, Key employee
40$71,565
Lisa DeatonOffice Manager
Officer, Key employee
40$64,000
Robert B Cunningham1st Vice President
Officer, Key employee, Former
20$16,885
Randall Floyd3rd Vice President
Officer
2$5,795
Michael Teutsch JrTreasurer
Officer
2$3,701
Michael BachingerTrustee
Officer
2$3,544
Ingrid E Weihs-FergusonTrustee
Officer
2$3,330
Barbara A SpackTrustee
Officer
2$3,152
Margarete I ZieglerTrustee
Officer
2$2,837
Monica M Weber2nd Vice President
Officer
2$1,700
Joan A Miller-MaluePast President
Officer, Former
2$996
Jacob F SporTrustee
Officer
2$863

Address and contacts

Address (IRS master file)
5323 PEARL RD, CLEVELAND, OH 44129-1503
In care of
% ALLIANCE OF TRANSYLVANIAN SAXONS
Principal officer (990 for 2025)
Denise Crawford, 5323 Pearl Road, Cleveland, OH 44129
Signed the 990
Denise Crawford, President
Phone
(440) 842-8442
Return prepared by
Zupka & Associates

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • Providing insurance and annuities to members of the Organization.
    Expenses $6,590,197 · revenue $2,257,771

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-0138510
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Donations deductible (Pub 78)
Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes
Exempt since
1959
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
0958 (19 member organizations)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$6,703,458$6,590,197$98,450,415XML
990December 2024$6,900,336$7,003,144$97,488,071XML
990December 2023$7,837,506$7,621,143$97,473,764XML
990December 2022$7,891,278$7,096,447$101,858,342IRS
990December 2021$9,280,239$8,553,082$101,451,991IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0138510).

Questions about ALLIANCE OF TRANSYLVANIA SAXONS OF US

What is the EIN of ALLIANCE OF TRANSYLVANIA SAXONS OF US?
The employer identification number (EIN) of ALLIANCE OF TRANSYLVANIA SAXONS OF US is 34-0138510.
Is ALLIANCE OF TRANSYLVANIA SAXONS OF US tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1959.
Are donations to ALLIANCE OF TRANSYLVANIA SAXONS OF US tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes).
Which annual return does ALLIANCE OF TRANSYLVANIA SAXONS OF US file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALLIANCE OF TRANSYLVANIA SAXONS OF US due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLIANCE OF TRANSYLVANIA SAXONS OF US last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ALLIANCE OF TRANSYLVANIA SAXONS OF US?
The 990 for the year ended December 31, 2025 names Denise Crawford.
Who are the officers and directors of ALLIANCE OF TRANSYLVANIA SAXONS OF US?
The 990 for the year ended December 31, 2025 lists 12 people; 12 received compensation from the organization, the highest $95,092 (Denise A Crawford, President).
How much revenue does ALLIANCE OF TRANSYLVANIA SAXONS OF US have?
On its 990 for the year ended December 31, 2025 it reported revenue of $6,703,458, expenses of $6,590,197 and total assets of $98,450,415 at year end.

Organizations in its group exemption (19)

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