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Nonprofit · EIN 35-1873400

NATIONAL ALLIANCE OF LIFE COMPANIES

Tax-exempt · SARASOTA, FL 34238

Financials

$431K$421K2023$417K$421K2024$441K$380K2025
Revenue Expenses · by fiscal year end
Financials of NATIONAL ALLIANCE OF LIFE COMPANIES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$440,580$380,483$60,097$1,207,874$53,876$1,153,998
December 31, 2024990$416,708$420,937-$4,229$1,075,733$63,620$1,012,113
December 31, 2023990$431,407$421,310$10,097$1,069,112$66,972$1,002,140
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$350,050
Investment income
$51,417
Other revenue
$39,113

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$80,915
Salaries, compensation and benefits (total)
$123,010
Professional fundraising fees
$0
Accounting fees
$16,315
Occupancy
$12,930
Travel
$18,646
Depreciation
$231
Program services (functional)
$317,860
Management and general (functional)
$62,623

Balance sheet and other

Total assets, start of year
$1,075,733
Total assets, end of year
$1,207,874
Total liabilities, end of year
$53,876
Net assets, end of year
$1,153,998
Land, buildings and equipment
$291
Publicly traded securities
$1,009,048
Net assets without donor restrictions
$1,153,998
Gross receipts
$440,580
Employees
1

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
SUZANNE LOOMISPRESIDENT
Trustee or director, Officer
5$0
TRACY WHITAKERVICE PRESIDE
Trustee or director, Officer
5$0
BRIAN LINDQUISTTREASURER
Trustee or director, Officer
5$0
ALIE CAUSEYSECRETARY
Trustee or director, Officer
5$0
JESSICA SEVERDIRECTOR
Trustee or director
2$0
ROB HARDYDIRECTOR
Trustee or director
2$0
BILL FRITTSDIRECTOR
Trustee or director
2$0
GREG REDMONDDIRECTOR
Trustee or director
2$0
ADAM QUISTDIRECTOR
Trustee or director
2$0
MARKHAM LEVENTHALDIRECTOR
Trustee or director
2$0
BEN MOSSDIRECTOR
Trustee or director
2$0
GREGG ZAHNDIRECTOR
Trustee or director
2$0
MARK WARRENDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2024: 13 people
NameTitleHours / weekCompensation
SUZANNE LOOMISPRESIDENT
Trustee or director, Officer
5$0
TRACY WHITAKERVICE PRESIDE
Trustee or director, Officer
5$0
BRIAN LINDQUISTTREASURER
Trustee or director, Officer
5$0
ALIE CAUSEYSECRETARY
Trustee or director, Officer
5$0
JESSICA SEVERDIRECTOR
Trustee or director
2$0
MONICA SOLEDIRECTOR
Trustee or director
2$0
ROB HARDYDIRECTOR
Trustee or director
2$0
BILL FRITTSDIRECTOR
Trustee or director
2$0
MARK NEIDINGERDIRECTOR
Trustee or director
2$0
PEGGY CAMERINODIRECTOR
Trustee or director
2$0
GREG REDMONDDIRECTOR
Trustee or director
2$0
MARK WARRENDIRECTOR
Trustee or director
2$0
ADAM QUISTDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
JESSICA SEVERPRESIDENT
Trustee or director, Officer
5$0
SUZANNE LOOMISVICE PRESIDE
Trustee or director, Officer
5$0
MONICA SOLETREASURER
Trustee or director, Officer
5$0
TRACY WHITAKERSECRETARY
Trustee or director, Officer
5$0
ROB HARDYDIRECTOR
Trustee or director
2$0
ALIE CAUSEYDIRECTOR
Trustee or director
2$0
BILL FRITTSDIRECTOR
Trustee or director
2$0
MARK NEIDINGERDIRECTOR
Trustee or director
2$0
ANDREW QUISTDIRECTOR
Trustee or director
2$0
PEGGY CAMERINODIRECTOR
Trustee or director
2$0
BRIAN LINDQUISTDIRECTOR
Trustee or director
2$0
GREG REDMONDDIRECTOR
Trustee or director
2$0
MARK WARRENDIRECTOR
Trustee or director
2$0
FRED KARLINSKYDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
8701 BELLUSSI DR, SARASOTA, FL 34238-3211
Principal officer (990 for 2025)
SUZANNE LOOMIS, PO BOX 50053, SARASOTA, FL 34232
Signed the 990
SUZANNE LOOMIS, PRESIDENT
Phone
(941) 330-2221
Return prepared by
ERIC J FERNANDEZ & CO

Mission

THE ORGANIZATION, THROUGH THE CEO, MONITORS THE ACTIVITIES OF THE NALC AND THE VARIOUS STATE REGULATORY AUTHORITIES. THIS INFORMATION IS THEN DISSEMINATED THROUGH NEWSLETTERS, CONFERENCES AND MEETINGS TO ITS MEMBERS TO PROMOTE NECESSARY RESPONSES TO THE CONCERNS OF SMALL AND MID-SIZE LIFE COMPANIES.

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROMOTE NECESSARY RESPONSES TO THE CONCERNS OF SMALL AND MID-SIZE LIFE COMPANIES.
    Expenses $317,860

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
35-1873400
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,207,874
Income (IRS master file)
$440,580

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$440,580$380,483$1,207,874XML
990December 2024$416,708$420,937$1,075,733IRS
990December 2023$431,407$421,310$1,069,112XML
990December 2022$415,855$393,178$983,972IRS
990December 2021–––IRS
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 35-1873400).

Questions about NATIONAL ALLIANCE OF LIFE COMPANIES

What is the EIN of NATIONAL ALLIANCE OF LIFE COMPANIES?
The employer identification number (EIN) of NATIONAL ALLIANCE OF LIFE COMPANIES is 35-1873400.
Is NATIONAL ALLIANCE OF LIFE COMPANIES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1993.
Are donations to NATIONAL ALLIANCE OF LIFE COMPANIES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL ALLIANCE OF LIFE COMPANIES 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 NATIONAL ALLIANCE OF LIFE COMPANIES 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 NATIONAL ALLIANCE OF LIFE COMPANIES 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 NATIONAL ALLIANCE OF LIFE COMPANIES?
The 990 for the year ended December 31, 2025 names SUZANNE LOOMIS.
Who are the officers and directors of NATIONAL ALLIANCE OF LIFE COMPANIES?
The 990 for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does NATIONAL ALLIANCE OF LIFE COMPANIES have?
On its 990 for the year ended December 31, 2025 it reported revenue of $440,580, expenses of $380,483 and total assets of $1,207,874 at year end.

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