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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 59-3178990

GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC

Tax-exempt · BIRMINGHAM, AL 35238

Financials

$179K$208K2023$163K$112K2024
Revenue Expenses · by fiscal year end
Financials of GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$162,753$112,176$50,577$429,623$0$429,623
December 31, 2023990$178,590$207,964-$29,374$379,046$0$379,046
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$150,931
Investment income
$11,822
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$436
Accounting fees
$2,076

Balance sheet and other

Total assets, start of year
$379,046
Total assets, end of year
$429,623
Total liabilities, end of year
$0
Net assets, end of year
$429,623
Net assets without donor restrictions
$429,623
Gross receipts
$162,753
Employees
0
Volunteers
0
Year formed
1975
State of legal domicile
FL

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
NATHAN SCHWARTZPRESIDENT
Trustee or director, Officer
1$0
MATT CLARKPAST PRESIDENT
Trustee or director
1$0
CHRISTOPHER HOWLEYVICE PRESIDENT
Trustee or director, Officer
1$0
MIRIAM KAUFMANTREASURER
Trustee or director, Officer
1$0
CHELSEA WILDASSISTANT TREASURER
Trustee or director
1$0
LAURA CARREAUSECRETARY
Trustee or director, Officer
1$0
MIKE ANDERSONCOMMUNICATIONS DIRECTOR
Trustee or director
1$0
GWEN STOVEKENCO-PROGRAMMING CHAIR
Trustee or director
1$0
JUDY BUCZEKCO-PROGRAMMING CHAIR
Trustee or director
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
JOE IANNETTIPAST PRESIDENT
Trustee or director
1$0
MATT CLARKPRESIDENT
Trustee or director, Officer
1$0
MIRIAM KAUFMANASSISTANT TREASURER
Trustee or director
1$0
LAURA CARREAUCO-PROGRAMMING DIRECTOR
Trustee or director
1$0
NATHAN SCHWARTZVICE PRESIDENT
Trustee or director, Officer
1$0
CHRISTOPHER HOWLEYTREASURER
Trustee or director, Officer
1$0
MIKE ANDERSONCOMMUNICATIONS AND WEBMAST
Trustee or director
1$0
JUDY BUCZEKCO-PROGRAMMING DIRECTOR
Trustee or director
1$0
GWEN STOVEKENSECRETARY
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 380084, BIRMINGHAM, AL 35238-0084
In care of
% STEVE GINSBURG
Principal officer (990 for 2024)
MIRIAM KAUFMAN, 820 FISKE STREET, WOODMERE, NY 11598
Signed the 990
MIRIAM KAUFMAN, TREASURER
Phone
(312) 636-0089
Return prepared by
CRI ADVISORS LLC

Mission

THE ASSOCIATION IS ORGANIZED AND OPERATED FOR THE PURPOSE OFPROMOTING THE COMMON BUSINESS INTERESTS AND IMPROVING THE BUSINESSCONDITIONS OF PERSONS ENGAGED IN THE BUSINESS OF UNDERWRITING GROUPLIFE AND HEALTH BENEFIT PLANS.

990 for the year ended December 31, 2024

Program accomplishments

  • (A) TO PROMOTE THE STUDY, ANALYSIS AND DISCUSSION OF ALL MATTERSOF MUTUAL INTEREST RELATING TO UNDERWRITING OF GROUP LIFE AND HEALTHBENEFIT PLANS. THIS IS ACCOMPLISHED BY CONDUCTING WORKSHOPS ANDLECTURES DETAILING TOPICS OF INTEREST TO THIS FIELD. THE ORGANIZATIONCONDUCTS A MINIMUM OF THREE SUCH MEETINGS A YEAR. WORKSHOPS ARE CONDUCTED BY MEMBERS FOR MEMBERS. GUEST SPEAKERS AND INDUSTRY EXPERTS PARTICIPATE IN PANEL DISCUSSIONS AND LECTURES. THE ORGANIZATION PROVIDES SUPPLEMENTAL INFORMATION BETWEEN MEETINGS THROUGH ITS QUARTERLY NEWSLETTER. (B) TO FOSTER AMONG THE MEMBERS A CLOSER ACQUAINTANCE, A FRIENDLYSPIRIT OF COOPERATION AND A BETTER UNDERSTANDING OF UNDERWRITING. THEORGANIZATION CREATES AN ENVIRONMENT FOR FREE EXCHANGE OF IDEAS INWORKSHOPS AND MEETINGS. SPECIALTY COMMITTEES OF ESTABLISHEDMEMBERSHIP CONDUCT WORKSHOPS AND OPEN FORMAT DISCUSSIONS. (C) TO ENCOURAGE A HIGH STANDARD OF ETHICS AND PROFESSIONALISM INTHE UNDERWRITING PROFESSION. THROUGH MEETINGS, WORKSHOPS ANDNEWSLETTERS, IT IS BELIEVED THAT SUCH ASSOCIATION AND COMMUNICATIONWITH PERSONS IN THE SAME FIELD DOING SIMILAR WORK ENHANCES THE QUALITYAND STANDARDS. (D) TO FURTHER PUBLIC UNDERSTANDING AND APPRECIATION OF THE NEEDFOR AND SERVICES RENDERED BY UNDERWRITERS. THROUGH NEWSLETTERSDISTRIBUTED TO MEMBERS, INFORMATION RELEVANT TO GROUP UNDERWRITING ISDISTRIBUTED AMONG OFFICES, EMPLOYEES, AGENTS AND CLIENTS.
    Expenses $112,176 · revenue $150,931

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2025 990-EZ for GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
59-3178990
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$429,623
Income (IRS master file)
$162,753

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$162,753$112,176$429,623XML
990December 2023$178,590$207,964$379,046XML
990December 2022$143,907$133,057$408,420IRS
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 59-3178990).

Questions about GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC

What is the EIN of GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC?
The employer identification number (EIN) of GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC is 59-3178990.
Is GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1994.
Are donations to GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC 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 GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC?
The 990 for the year ended December 31, 2024 names MIRIAM KAUFMAN.
Who are the officers and directors of GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does GROUP UNDERWRITERS ASSOCIATION OF AMERICA INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $162,753, expenses of $112,176 and total assets of $429,623 at year end.

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