Ll Global INC: Nonprofit Profile, Financials & Form 990 (EIN 26-1339203)

David Levenson’s $3.2M as President is at the 100th percentile of top reported officer pay among 572 $10–100M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
David Levenson	$3,156,106	$3,006,387	$2,839,902	$2,923,258	$1,922,222
Gina Birchal	—	$688,257	$666,629	—	—
Gina Birchall	$616,956	—	—	$540,733	$360,333
Janine Epright	$406,231	$439,645	$426,608	$211,121	—
John Carroll	$367,052	$395,081	$391,295	$279,337	—
Sean O'Donnell	$378,727	$394,831	$325,128	$305,515	$295,208
Alison Salka	—	$334,325	$339,681	$295,487	$310,870
Kevin McKenna	$336,058	—	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Research and educate to benefit the insurance industry.

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1 program · in their own filed words · FY2024

01

LL global, inc is organized and shall be operated exclusively as a professional and trade association through which life insurance, health insurance, and other companies and persons involved in the financial services or retirement services industries, may engage in cooperative activities, having as their aim the improvement of such…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2023

Society of Actuaries Research InstituteFY2023$278K

Total grants receivedfrom 1 funder$278K

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$59.7M

Ln 12

Fees for servicesLn 2g$55.6M

Investment incomeLn 3$3.1M

Other incomeLn 4–11$1.1M

Money outPt IX

$49.2M

Ln 25

Owns and owesPt X

$59.7M

net assets · Ln 32

Cash and savingsLn 1–2$17.5M

Total assetsLn 16$84.1M

LiabilitiesLn 26$24.4M

PeoplePt VI, VII

48

listed · VII A

PaidVII A17

Voting boardVI 1a26

IndependentVI 1b25

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$10K

Fees for servicesLn 2g$55.6M

Investment incomeLn 3$3.1M

Other incomeLn 4–11$1.1M

Gains on assetsLn 7$1.7M

Total revenueLn 12$59.7M

Assets in detailPt X, end of year

CashLn 1$7.9M

SavingsLn 2$9.7M

Cash and savings togetherLn 1–2$17.5M

InvestmentsLn 11–13$31.0M

Land, buildings, equipmentLn 10c$3.6M

Other assetsLn 15$25.7M

Total assetsLn 16$84.1M

LiabilitiesLn 26$24.4M

Net assetsLn 32$59.7M

OperationsPt I, VI

EmployeesI 5354

VolunteersI 6764

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$8.8M	$17.5M
InvestmentsLn 11–13	$40.1M	$31.0M
Land, buildings, equipmentLn 10c	$4.2M	$3.6M
Total assetsLn 16	$78.7M	$84.1M
LiabilitiesLn 26	$29.3M	$24.4M
Net assetsLn 32	$49.4M	$59.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$5.4M
Other salaries and wagesLn 7	$24.9M
Other employee benefitsLn 9	$2.9M
Payroll taxesLn 10	$2.2M
Legal feesLn 11b	$177K
Accounting feesLn 11c	$238K
Other fees for servicesLn 11g	$2.0M
Advertising and promotionLn 12	$47K
Office expensesLn 13	$3.8M
OccupancyLn 16	$680K
TravelLn 17	$764K
Conferences, conventions and meetingsLn 19	$4.3M
Depreciation, depletion and amortizationLn 22	$908K
InsuranceLn 23	$334K
Other expenses (24a–d)Ln 24	$573K
All other expensesLn 24e	$0
Total functional expensesLn 25	$49.2M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$59.7M	$49.2M	$10.5M	$59.7M	990 PDF
FY2023	$55.0M	$52.3M	$2.7M	$49.4M	990 PDF
FY2022	$52.8M	$52.6M	$223K	$45.2M	990 PDF
FY2021	$50.0M	$47.0M	$3.0M	$46.8M	990 PDF
FY2020	$47.8M	$44.0M	$3.7M	$37.8M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2024 990 (6 parts)

Part I · Summary $59,741,002 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $17,500$10,000

I-9 Program service revenuePrior year $53,331,619$55,569,873

I-10 Investment incomePrior year $1,614,009$3,066,913

I-11 Other revenuePrior year $0$1,094,216

I-12 Total revenuePrior year $54,963,128$59,741,002

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $35,627,622$35,435,097

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $16,643,127$13,811,825

I-18 Total expensesPrior year $52,270,749$49,246,922

I-19 Revenue less expensesPrior year $2,692,379$10,494,080

Part VI · Governance 25 of 26 board members independent, 2 to look at

VI-1a Voting members of the governing body26

VI-1b Independent voting members25

VI-2 Family or business relationship among officers or directorsYes

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $59,741,002 across 7 lines filed

VIII-1f All other contributions, gifts and grants$10,000

VIII-1h Total contributions, gifts and grants$10,000

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $55,569,873$55,569,873

VIII-3 Investment incomeExcluded from tax $1,399,151$1,399,151

VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,667,762$1,667,762

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,094,216$1,094,216

VIII-12 Total revenueRelated to mission $56,664,089 · Unrelated business $0 · Excluded from tax $3,066,913$59,741,002

Part IX · Statement of functional expenses $49,246,922 across 16 lines filed

IX-5 Pay of current officers, directors and key staff$5,390,734

IX-7 Other salaries and wages$24,936,510

IX-9 Other employee benefits$2,899,706

IX-10 Payroll taxes$2,208,147

IX-11b Legal fees$176,803

IX-11c Accounting fees$237,790

IX-11g Other fees for services$2,031,774

IX-12 Advertising and promotion$47,195

IX-13 Office expenses$3,777,436

IX-16 Occupancy$679,810

IX-17 Travel$764,445

IX-19 Conferences, conventions and meetings$4,281,034

IX-22 Depreciation, depletion and amortization$907,999

IX-23 Insurance$334,168

IX-24 Other expenses (24a–d)$573,371

IX-24e All other expenses$0

IX-25 Total functional expenses$49,246,922

Part X · Balance sheet $84,078,851 assets, 15 lines filed

X-1 Cash, non-interest-bearingStart of year $7,216,060$7,864,585

X-2 Savings and temporary cash investmentsStart of year $1,582,938$9,666,243

X-4 Accounts receivableStart of year $3,143,819$4,123,658

X-9 Prepaid expenses and deferred chargesStart of year $1,759,318$2,091,198

X-10c Land, buildings and equipment, netStart of year $4,217,502$3,611,682

X-11 Publicly traded securitiesStart of year $40,082,744$31,020,852

X-15 Other assetsStart of year $20,667,302$25,700,633

X-16 Total assetsStart of year $78,669,683$84,078,851

X-17 Accounts payable and accrued expensesStart of year $7,004,916$6,557,015

X-19 Deferred revenueStart of year $10,705,959$12,041,352

X-25 Other liabilitiesStart of year $11,577,144$5,788,119

X-26 Total liabilitiesStart of year $29,288,019$24,386,486

X-27 Net assets without donor restrictionsStart of year $49,381,664$59,692,365

X-32 Total net assets or fund balancesStart of year $49,381,664$59,692,365

X-33 Total liabilities and net assetsStart of year $78,669,683$84,078,851

Part XI · Reconciliation of net assets $59,692,365 net assets at year end

XI-1 Total revenue$59,741,002

XI-2 Total expenses$49,246,922

XI-3 Revenue less expenses$10,494,080

XI-4 Net assets at start of year$49,381,664

XI-5 Net unrealized gains (losses) on investments−$154,730

XI-9 Other changes in net assets−$28,649

XI-10 Net assets at end of year$59,692,365

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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