Return of Organization Exempt From Income Tax

Transcription

1 Crc c*^ Form ' O Deprtment of the Tre! Internl Revenue Servic Return of Orgniztion Exempt From Income Tx Under section 501(c ), 527, or 4947(Xl) of the Internl Revenue Code (except blck lung benefit trust or privte foundtion) The orgniztion my hve to use copy of this return to stisfy stte reporting requirements A For the 2007 clendr yer, or tx yer be g innin g 7 / 01, 2007, nd endin g 6/30, 2008 B Check if pplicble C D Employer Identifiction Number Plee Address chnge IRSlbele ALABAMA ASSOCIATION OF INSURANCE & or print Nme chnge or FINANCIAL ADVISORS type E Telephone number See 2820 FAIRLANE DRIVE A-1 Initil return IstN<< MONTGOMERY, AL Termintion tions. Amended return F metho tmg method Other ( specify) Csh 11 Accrul Appliction pending Section 501(cx3) orgniztions nd 4947 (Xl ) nonexempt H nds re not pplicble to section 527 orgniztions chritble trusts must ttch completed Schedule A H () Is this group return for ffilites? D Yes (Form 990 or EZ). H (b ) if 'Yes.' enter number of ffilites G Web site: 0- N / A H (c) Are ll ffilites included' LYes (If ',' ttch list See instructions J Orgniztion type (check onl y one X 501(c) 6 ( insert no ) 4947( )(1) or 527 H (d) Is this seprte return filed by n K Check here If the orgniztion is not 509()(3) supporting orgniztion nd its orgnizt ion covered by group ruling? Yes X gross receipts re normlly not more thn $25,000 A return is not required, but if the I Grou Exem ption Number orgniztion chooses to file return, be sure to file complete return M Check X If the orgniztion is not required L Gross recei p ts- Add lines 6b, 8b, 9b, nd 10b to line , 067. to ttch Schedule B (Form 990, 990-EZ, or 990-PF) Prt I Revenue. Exuenses. nd Chnces in Net Assets or Fu ces (See the instructions ) 1 Contributions, gifts, grnts, nd similr mounts received. Contributions to donor dvised funds 1 b Direct public support (not included on line I ) 1 b c Indirect public support (not included on line l) 1 c d Government contributions (grnts) (not included on line 1 ) 1 d e Totl (dd lines 1 through Id) (csh $ noncsh $ 1 e 0. 2 Progrm service revenue including government fees nd contrcts (from Prt VII, line 93) 2 60, Membership dues nd ssessments 3 51, Interest on svings nd temporry csh investments 4 15, Dividends nd interest from securities 5 8, Gross rents b Less rentl expenses 6b c Net rentl income or (loss) Subtrct line 6b from line 6 6c R 7 Other investment income (describe 7 E (A) Securities (B) Other V 8 Gross mount from sles of ssets other N thn inventory 8 u b Less cost or other bsis nd sles expenses 8b c Gin or (loss) (ttch schedule) 8c d Net gin or (loss) Combine line 8c, columns (A) nd (B) 8d 4 q 9 Soecil events nd ctivities (ttch schedule) If ny mount is from gming, check here Gross revenue (not including $ of contributions reported on line lb) 9 b Less direct expenses other thn fundrising expenses 9b L c Net income or (loss) from specil events Subtrct line 9b from line 9 9c e 10 Gross sles of inventory, less returns nd llownces 10 14,182. b Less: cost of goods sold 10b 10, 38^. c Gross profit or (loss) from sles of inventory (ttch schedule) Subtrct line 10b from lin RE t[ c 3, Other revenue (from Prt VII, line 103) Totl revenue. Add lines 1 e, 2, 3, 4, 5, 6c, 7, 8d, 9c, l Oc, nd 11, , Progrm services (from line 44, column (B)) ed t 13 x 14 Mngement nd generl (from line 44, column (C)) 14 E N 15 Fundrising (from line 44, column (D)) UT 6 OGDEN r E 16 Pyments to ffilites (ttch schedule) 16 S 17 Totl ex penses. Add lines 16 nd 44, column (A ) ,891. A 18 Excess or (deficit) for the yer Subtrct line 17 from line , 788. N 5 19 Net ssets or fund blnces t beginning of yer (from line 73, column (A)) ,120. T T 20 Other chnges in net ssets or fund blnces (ttch explntion) 20 S 21 Net ssets or fund blnces t end of yer Combine lines 18, 19, nd ,908. BAA For Privcy Act nd Pperwork Reduction Act tice, see the seprte instructions. TEEA0109L 12127/07 Form 990 (2007) 15 OMB Open to Public Inspection

2 Form 990 (2007 ALABAMA ASSOCIATION OF INSURANCE & P ge 2 Prt II Sttement of Functionl Expenses All orgniztions must complete column (A) Columns (B), (C) nd (D) re required for, section 501 (c)(3) nd (4) orgniztions nd section 4947()(1) nonexempt chritble trusts but optionl for others (See instruct) Do'not include mounts reported on line (A) Totl (B) Progrm (C) Mngement (D) Fundrising 6b, 8b, 9b, 10b, or 16 of Prt I services nd g enerl 22 Grnts pid from donor dvised funds (ttch sch) (csh $ non-csh $ If this mount includes foreign grnts, check here 22 b Other grnts nd lloctions (tt sch) (csh $ non-csh $ If this mount includes foreign grnts, check here 22 22b 23 Specific ssistnce to individuls (ttch schedule) Benefits pid to or for members (ttch schedule) Compenstion of current officers, directors, key employees, etc listed in Prt V-A 25 6, 000. b Compenstion of former officers, directors, key employees, etc listed in Prt V-B 25b 0. c Compenstion nd other distributions, not included bove, to disqulified persons (s defined under section 4958(f)(1)) nd persons described in section 4958(c)(3)(B) 25c Slries nd wges of employees not included on lines 25, b, nd c 26 14, Pension pln contributions not included on lines 25, b, nd c Employee benefits not included on lines Pyroll txes 29 1, Professionl fundrising fees Accounting fees Legl fees Supplies 33 1, Telephone 34 4, Postge nd shipping Occupncy 36 14, Equipment rentl nd mintennce 37 3, Printing nd publictions 38 11, Trvel 39 6, Conferences, conventions, nd meetings 40 49, Interest Deprecition, depletion, etc (ttch schedule) Other expenses not covered bove (itemize) BOARD & COMMITTEE MEETIN 43 1, b CONTINUING EDUCATION- 43b c INDUSTRY RELATIONS 43c d INSURANCE 43d 602. e MISCELLANEOUS 43e 454. f 43f Totl functionl expenses Add lines 22 through 43g (Orgniztions completing columns B D cr ry th ese to t l s to l ines ) , 891. Joint Costs. Check 1-u if you re following SOP 98-2 Are ny joint costs from combined eductionl cmpign nd fundrising solicittion reported in (B) Progrm services? N/A Yes F1 If 'Yes,' enter ( i) the ggregte mount of these joint costs $, ( ii) the mount llocted to Progrm services $, (iii) the mount llocted to Mngement nd generl $ nd (iv) the mount llocted to Fundrising $ BAA TEEA0102L 08/02 / 07 Form 990 (2007)

3 Form ALABAMA ASSOCIATION OF INSURANCE & Pge 3 Prt III Sttement of Progrm Service Accomplishments (See the Instructions.) N/A Form 990 is vilble for public inspection nd, for some people, serves s the primry or sole source of informtion bout prticulr orgniztion How the public perceives n orgniztion in such cses my be determined by the informtion presented on its return Therefore, plese mke sure the return is complete nd ccurte nd fully describes, in Prt III, the orgniztion's progrms nd ccomplishments Wht is the orgniztion's primry exempt purpose? I Progrm Service Expenses All orgniztions must describe their exempt purpose chievements in cler nd concise mnner Stte the number of Re4) orgniztions nd nd clients served, publictions issued, etc Discuss chievements tht re not mesurble (Section 501(c)(3) nd (4) orgn- ^947()(1) trusts, but iztions nd 4947 ()( 1 ) nonexem p t chritble trusts must lso enter the mount of g rnts nd lloctions to others opt i onl for others ) Grnts nd lloctions $ If this mount includes forei g n rnts, check here b Grnts nd lloctions $ If this mount includes forei g n g rnts, check here 111, Ff C d Grnts nd lloctions $ If this mount includes forei g n rnts, check here Grnts nd lloctions $ If this mount includes forei g n rnts, check here e Other progrm services (Grnts nd lloctions $ If this mount includes fore ig n g rnts, check here f Totl of Progrm Service Expenses (should equl line 44, column (B), Progrm services) 0. BAA Form 990 (2007) TEEA0103L

4 Form ALABAMA ASSOCIATION OF INSURANCE & Pg e 4 Prt. IV Blnce Sheets (See the instructions.) te : Where required, ttched schedules nd mounts within the description (A) (B) column should be for end-of-yer mounts only Beginning of yer End of yer 45 Csh - non-interest-bering 47, , Svings nd temporry csh investments , Accounts receivble b Less llownce for doubtful ccounts 47b 47c 48 Pledges receivble b Less llownce for doubtful ccounts 48b 48c 49 Grnts receivble Receivbles from current nd former officers, directors, trustees, nd key employees (ttch schedule) b Receivbles from other disqulified persons (s defined under section 4958(1)(1)) nd persons described in section 4958(c)(3)(B) (ttch schedule) 50b A s 51 Other notes nd lons receivble (ttch schedule) 51 E s b Less- llownce for doubtful ccounts 51 b 51 c 52 Inventories for sle or use 1, Prepid expenses nd deferred chrges Investments - publicly-trded securities B Cost H FMV 54 b Investments - other securities (ttch sch) Cost FMV 54b 55 Investments - lnd, buildings, & equipment bsis 55 59,449. b Less ccumulted deprecition (ttch schedule) Sttement 2 55b , c 56 Investments - other (ttch schedule) Lnd, buildings, nd equipment bsis 57 b Less ccumulted deprecition (ttch schedule) 57b 57c 58 Other ssets, including progrm-relted investments (describe ) Totl ssets must ul line 74) Add lines 45 throu g h , , Accounts pyble nd ccrued expenses Grnts pyble 61 L 62 Deferred revenue 62 A 63 Lons from officers, directors, trustees, nd key I employees (ttch schedule) 63 I 64 Tx-exempt bond libilities (ttch schedule) 64 T E b Mortgges nd other notes pyble (ttch schedule) 64b s 65 Other libilities (describe _ ) Totl libilities. Add lines 60 throe-h Orgniztions tht follow SFAS 117, check here X^ nd complete lines 67 N T through 69 nd lines 73 nd 74. A 67 Unrestricted S 68 Temporrily restricted 68 T 69 Permnently restricted 69 oo Orgniztions tht do not follow SFAS 117, check here - nd complete lines F 70 through 74. N 70 Cpitl stock, trust principl, or current funds 70 D 71 Pid-in or cpitl surplus, or lnd, building, nd equipment fund 71 B A 72 Retined ernings, endowment, ccumulted income, or other funds 72 A N 73 Totl net ssets or fund blnces. Add lines 67 through 69 or lines 70 through E 72 (Column (A) must equl line 19 nd column (B) must equl line 21) , Totl libilities nd net ssets /fund blnces. Add lines 66 nd , 114. BAA Form 990 (2007) 50 TEEA0104L 08/02/07

5 Form ALABAMA ASSOCIATION OF INSURANCE & Pge 5 Prt IV-A Reconcilition of Revenue per Audited Finncil Sttements with Revenue per Return (See the instructions.) Totl revenue, gins, nd other support per udited finncil sttements b Amounts included on line but not on Prt I, line 12 1 Net unrelized gins on investments b1 2Donted services nd use of fcilities b2 3Recoveries of prior yer grnts b3 4Other (specify): _ b4 Add lines b1 through b4 b c Subtrct line b from line c d Amounts included on Prt I, line 12, but not on line : 1 Investment expenses not included on Prt I, line 6b d1 2Other (specify) d2 Add lines d1 nd d2 d e Totl revenue (Prt I, line 12 ). Add lines c nd d e 139, 679. Prt IV-B Reconcilition of Expenses per Audited Finncil Sttements with Exoenses Der Return Totl expenses nd losses per udited finncil sttements 118, 891. b Amounts included on line but not on Prt I, line 17 1 Donted services nd use of fcilities b1 2Prior yer djustments reported on Prt I, line 20 b2 3Losses reported on Prt I, line 20 b3 4Other (specify) b4 Add lines b1 through b4 b c Subtrct line b from line c 118,891. d Amounts included on Prt I, line 17, but not on line : 1 Investment expenses not included on Prt I, line 6b dl 2Other (specify) - _ d2 Add lines dl nd d2 e Totl ex penses (Prt I, line 17 ) Add lines c nd d e 118,891. Prt V- A Current Officers, Directors, Trustees, nd Key Employees (List ech person who ws n officer, director, trustee, or key employee t ny time during the yer even if they were not compe nsted) (See the instructions ) (A) Nme nd ddress TERRY W LEWIS DUNCANSTREET_ - _ - GADSDEN AL (B) Title nd verge hours per week devoted to position EXEC VICE PRES 0 (C) Compenstion ( if not pid, enter -0-) (D) Contributions to employee benefit plns nd deferred compenstion plns (E) Expense ccount nd other llownces 6, d BAA TEEA0105L 08/02/07 Form 990 (2007)

6 Form 990 (2007 ) ALABAMA ASSOCIATION OF INSURANCE & Pe 6 Prt V -A Current Officers, Directors, Trustees, nd Key Em ploy ees (continued) Yes 75 Enter the totl number of officers, directors, nd trustees permitted to vote on orgniztion business t bord meetings 10'1_ b Are ny officers, directors, trustees, or key employees listed in Form 990, Prt V-A, or highest compensted emplo yees listed in Schedule A, Prt I, or highest compensted professionl nd other independent contrctors listed in Schedule A, Prt II-A or II-B, relted to ech other through fmily or business reltionships? If 'Yes,' ttch sttement tht identifies the individuls nd explins the reltionship(s) 75b X c Do ny officers, directors, trustees, or key employees listed in form 990, Prt V-A, or highest compensted employees listed in Schedule A, Prt I, or highest compensted professionl nd other independent contrctors listed in Schedule A, Prt 11-A or II-B, receive compenstion from ny other or g niztions, whether tx exempt or txble, tht re relted - to the orgniztion? See the instructions for the definition of 'relted orgniztion' 75c X If 'Yes,' ttch sttement tht includes the informtion described in the instructions d Does the org niztion hve written conflict of interest policy' 75d X irrrt V-tU I Former Officers, Directors, Trustees, nd Key Employees Tht Received Compenstion or Other Benefits (If ny former officer, director, trustee, or key employee received compenstion or other benefits (described below) during the yer, list tht person below nd enter the mount of compenstion or other benefits in the pproprite column See the instructions ) (A) Nme nd ddress ne (B) Lons nd Advnces (C) Compenstion (if not pid, enter -0-) (D) Contributions to employee benefit plns nd deferred compenstion plns (E) Expense ccount nd other llownces Prt VI Other Informtion See the Instructions. Yes 76 Did the orgniztion mke chnge in its ctivities or methods of conducting ctivities? If 'Yes,' ttch detiled sttement of ech chnge 76 X 77 Were ny chnges mde in the orgnizing or governing documents but not reported to the IRS? 77 X If 'Yes,' ttch conformed copy of the chnges 78 Did the orgniztion hve unrelted business gross income of $1,000 or more during the yer covered by this return? 78 X b If 'Yes,' hs it filed tx return on Form 990-T for this yer? 78b N A 79 Ws there liquidtion, dissolution, termintion, or substntil contrction during the yer? If 'Yes,' ttch sttement - 79 X 80 Is the orgniztion relted (other thn by ssocition with sttewide or ntionwide orgniztion) through common membership, governing bodies, trustees, officers, etc, to ny other exempt or nonexempt orgniztion? 80 X b If 'Yes,' enter the nme of the orgniztion - N/A nd check whether it is exemptor nonexempt 81 Enter direct nd indirect politicl expenditures (See line 81 instructions) _ b Did the or niztion file Form 1120-POL for this er? 1 b X BAA Form 990 (2007) TEEA0106L 12/27/07

7 Form ALABAMA ASSOCIATION OF INSURANCE & ge 7 Prt VI Other Informtion (continued) Yes 82 Did the orgniztion receive donted services or the use of mterils, equipment, or fcilities t no chrge or t substntilly less thn fir rentl vlues 82 X b If 'Yes,' you my indicte the vlue of these items here Do not include this mount s revenue in Prt I or s n expense in Prt II (See instructions in Prt III.) 82b N/A 83 Did the orgniztion comply with the public inspection requirements for returns nd exemption pplictions? 83 X b Did the orgniztion comply with the disclosure requirements relting to quid pro quo contributions? 83b X 84 Did the orgniztion solicit ny contributions or gifts tht were not tx deductible? 84 X b If 'Yes,' did the orniztion include with every solicittion n express sttement tht such contributions or gifts were not tx deductible? 84b N A (c)(4), (5), or (6) Were substntilly ll dues nondeductible by members? 85 X b Did the orgniztion mke only in-house lobbying expenditures of $2,000 or less' 85b X If 'Yes' ws nswered to either 85 or 85b, do not complete 85c through 85h below unless the orgniztion received wiver for proxy tx owed for the prior yer. c Dues, ssessments, nd similr mounts from members 85c 0. d Section 162(e) lobbying nd politicl expenditures 85d 0. e Aggregte nondeductible mount of section 6033(e)(1)(A) dues notices 85e 0. f Txble mount of lobbying nd politicl expenditures (line 85d less 85e) 85f 0. g Does the orgniztion elect to py the section 6033(e) tx on the mount on line 85f' 85g N A In If section 6033(e)(1)(A) dues notices were sent, does the orgniztion gree to dd the mount on line 85f to its resonble estimte of dues llocble to nondeductible lobbying nd politicl expenditures for the following tx yer? 85h N k (c)(7) orgniztions Enter Initition fees nd cpitl contributions included on line N/A b Gross receipts, included on line 12, for public use of club fcilities 86b N/A (c)(12) orgniztions Enter Gross income from members or shreholders 87 N/A b Gross income from other sources (Do not net mounts due or pid to other sources ginst mounts due or received from them) 87b N/A 88 At ny time during the yer, did the orgniztion own 50% or greter interest in txble corportion or prtnership, or n entity disregrded s seprte from the orgniztion under Regultions sections nd If 'Yes,' complete Prt IX 88 X b At ny time during the yer, did the orgniztion, directly or indirectly, own controlled entity within the mening of section 512(b)(13)' If 'Yes,' complete Prt XI 88b X (c)(3) orgniztions Enter Amount of tx imposed on the orgniztion during the yer under, section 4911 N/A , section N/A section 4955 N/A b 501(c)(3) nd 501(c)(4) orgniztions Did the orgniztion engge in ny section 4958 excess benefit trnsction during the yer or did it become wre of n excess benefit trnsction from prior yer? If 'Yes,' ttch sttement explining ech trnsction 89b N A c Enter Amount of tx imposed on the org niztion mngers or disqulified persons during the yer under sections 4912, 4955, nd 4958 N/A d Enter Amount of tx on line 89c, bove, reimbursed by the orgniztion N/A e All orgniztions At ny time during the tx yer, ws the orgniztion prty to prohibited tx shelter trnsction' 89e X f All orgniztions Did the orgniztion cquire direct or indirect interest in ny pplicble insurnce contrct? 89f X g For supporting orgniztions nd sponsoring orgniztions mintining donor dvised funds Did the supporting orgniztion, or fund mintined by sponsoring orgniztion, hve excess business holdings t ny time during the yer' 89 gl I X 90 List the sttes with which copy of this return is filed ne b Number of employees employed in the py period tht includes Mrch 12, 2007 (See instructions 90b 2 91 The books re in cre of ALA ASSN OF INS & FIN ADVSRS Telephone number Locted t 2820 FAIRLANE_DR,_SUITE A_1_MONTGOMERY AL- - - ZIP b At ny time during the clendr yer, did the orgniztion hve n interest in or signture or other uthority over finncil ccount in foreign country (such s bnk ccount, securities ccount, or other finncil ccount)? 91 b X If 'Yes,' enter the nme of the foreign country _ - _ See the instructions for exceptions nd filing requirements for Form TD F , Report of Foreign Bnk nd Finncil Accounts BAA Form 990 (2007) TEEA0107L 09/10/07

8 Form ALABAMA ASSOCIATION OF INSURANCE & ge 8 Prt V1 Other Informtion (continued) Yes c At ny time during the clendr yer, did the orgniztion mintin n office outside of the United Sttes? I 91 c X If 'Yes,' enter the nme of the foreign country 92 Section 4947()(1) nonexempt chritble trusts filing Form 990 in lieu of Form Check here N/A nd enter the mount of tx-exempt interest received or ccrued during the tx yer 92 N/A Prt VII Anlysis of Income-Producing Activities (See the instructions. ) Unrelted business income Excluded by se ction 512, 513, or 514 te: otherv It c C e f b c d e Inter gross mounts unless se indicted. (A) Business code (B) Amount (C) Exclusion code (D ) Amount Relted(or exempt function income Progrm service revenue CONVENTION 16, 877. PUBLICATION ADVERTISI 9, 674. SCHOOLS, EDUCATION 5,086. SYMPOSIUM 29, 257. Medicre/Medicid pyments c Fees & contrcts from government gencies Membership dues nd ssessments Interest on svings & temporry csh invmnts Dividends & interest from securities Net rentl income or (loss) from rel estte- 51, , , 731. debt-finnced property not debt-finnced property Net rentl income or (loss) from pers prop Other investment income Gin or (loss) from sles of ssets other thn inventory Net income or (loss) from specil events Gross profit or (loss) from sles of inventory 3, 794. Other revenue 104 Subtotl (dd columns (B), (D), nd (E)) 139, Totl (dd line 104, columns (B), (D), nd (E)) , 679. te : Line 105 plus line le, Prt 1, should equl the mount on line 12, Prt l Prt VIII Reltionshi p of Activities to the Accom p lishment of Exem pt Pur poses (See the Instructions. Line. Explin how ech ctivity for which income is reported in column (E) of Prt VII contributed importntly to the ccomplishment v of the orgniztion's exempt purposes (other thn by providing funds for such purposes) N/A Prt IX Informtion Re g rdin g Tx ble Subsidiries nd Disre g rded Entities (See the Instructions. (A) (B) (C) (D) Nme, ddress, nd EIN of corportion, Percentge of prtnership, or disregrded entity ownership interest N/A % Nture of ctivities Totl income (E) End-of-yer ssets 0 Prt X Informtion Re g rdin g Trnsfers Associ ted with Personl Benefit Contrcts (See the instructions. Did the orgniztion, during the yer, receive ny funds, directly or indirectly, to py premiums on personl benefit contrct? b Did the orgniztion, during the yer, py premiums, directly or indirectly, on personl benefit contrct? Yes H Yes X X te : If 'Yes' to (b), file Form 8870 nd Form 4720 (see instructions) BAA TEEA0108L Form 990 (2007)

9 Form 990 (2007 ) ALABAMA ASSOCIATION OF INSURANCE & P g e 9 Prt XI Informtion Regrding Trnsfers To nd From Controlled Entities. Complete only if the orgniztion is controlling orgniztion s defined In section 512(b)(13). 106 Did the reporting orgniztion mke ny trnsfers to controlled entity s defined in section 512(b)(13) of the Code? If 'Yes,' com p lete the schedule below for ech controlled entity X (A) Nme, ddress, of ech controlled entity B Employer Identifiction Number C Description of trnsfer Yes (Dt Amount o trnsfer b c ---- Totls 107 Did the reporting orgniztion receive ny trnsfers from controlled entity s defined in section 512(b)(13) of the Code? If 'Yes,' com p lete the schedule below for ech controlled entity X (A) Nme, ddress, of ech controlled entity (B) Employer Identifiction Number (C) Description of trnsfer Yes (D) Amount of trnsfer b c Totls 108 Did the orgniztion hve binding written contrct in effect on August 17, 2006, covering the interest, rents, roylties, nd nnuities described In q uestion 107 bove? X Under penltie perlury I d Decl t I hve exmined this return, including ccompnying schedules nd sttements, nd to the best of my knowledge nd belief, it is true, correct, d co ple preprer of thn officer) is bsed on ll informtion of which preprer hs ny knowledge Plese P2 - C3. Sign i nture of o Dte Here R BERT FARRELL, Type or print nme nd title NATIONAL COMMITTEMAN Yes Use Onl y BAA Preprer's Pid Pre- prer's signture Firm's nme (or yours it selfemployed), dp dre s. nd n-pid Pre p rer TEEA01

10 F20707 Federl Sttements ALABAMA ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS Pge Sttement 1 Form 990, Prt I, Line 10 Gross Profit (Loss) From Sles Of Inventory $ 14,182. Gross Sles Less Returns & Allownces Net Sles Less Cost Of Goods Sold Gross Profit From Sles Of Inventory $ 14, $ 14, ,388. $ 3,794. Sttement 2 Form 990, Prt IV, Line 55b Investments - Lnd, Buildings, nd Equipment Accum. Book Ctegory Bsis Deprec. Vlue Mchinery nd Equipment $ 59,449. $ 0. $ 59,449. Buildings 0. 59, ,449. Totl $ 59,449. $ 59,449. $ 0.

11 Form 8868 (RerWl2007) Appliction for Extension of Time To File n Exempt Orgniztion Return Deprtment of the Tresury Internl Revenue Servlee File seprte pp Iiction for ech return. OMB M [, If you re filing for n Automtk 3-Month Extension, complete only Prt I nd check this box U If you re filing for n Additionl (not utomtic) 3-Month Extension, complete only Prt II (on pge 2 of this form). Do not complete Prt ll unless you hve lredy been grnted n utomtic 3 - month extension on previously filed Form Automtic 3-Month Extension of Time. Only submit originl (no copies needed). Section 501(c) corportions required to file Form 990 -T nd requesting n utomtic 6-month extension - check this box nd complete Prt 1 only q All other corportions (including C filers), prtnerships, REMICS, nd trusts must use Form 7004 to request n extension of time to file income tx returns. Electronic Filing (e-rle): Generlly, you cn electroniclly file Form 8868 if you wnt 3-month utomtic extension of time to file one of the returns noted below (6 months for section 501(c) corportions required to file Form 990-T). However, you cnnot file Form 8868 electroniclly if (1) you wnt the dditionl (not utomtic ) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or composite or consolidted Form 990-T. Insted, you must submit the fully completed nd signed pge 2 (Prt II) of Form For more detils on the electronic filing of this form, visit nd click on e-file for Chrities & nprofits. Nme of Exempt Orgniztion Employer Identifiction number Ty or ALABAMA ASSOCIATION OF INSURANCE & p FINANCIAL ADVISORS File by the Number, street, nd room or suite number. If P.O. box, see instructions. due dt for TI'"gy ur return. See 2820 FAIRLANE DRIVE A-1 instructions. City, town or post office, stte, nd ZIP code. For foreign ddress, see instructions. MONTGOMERY, AL Check type of return to be filed (file seprte ppliction for ech return): Form 990 Form 990-T (corportion) Form 4720 Form 990-BL Form 990-T (section 401() or 408() trust) Form 5227 Form 990-EZ Form 990-T (trust other thn bove) Form 6069 Form 990-PF Form 1041-A Form 8870 The books re in the cre of ALA ASSN OF INS &- FIN- ADVSRS Telephone FAX if the orgniztion does not hve n office or plce of business in the United Sttes, check this box D If this is for Group Return, enter the orgniztion ' s four digit Group Exemption Number (GEN). If this is for the whole group, check this box. J. If it is for prt of the group, check this box. r] nd ttch list with the nmes nd EINs of ll members the extension will cover. 1 I request n utomtic 3 - month (6 months for section 501 (c) corportion required to file Form 990 -T) extension of time until 2/ , _, to file the exempt orgniztion return for the orgniztion nmed bove. The extension is for the orgniztion ' s return for: clendr yer 20_ or X tx yer beginning -_- 7 /01_ _, nd ending _ 6/ If this tx yer is for less thn 12 months, check reson: 11 Initil return E] Finl return F] Chnge in ccounting period 3 If this ppliction is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tenttive tx, less ny nonrefundble credits. See instructions $ 0. b If this ppliction is for Form 990-PF or 990-T, enter ny refundble credits nd estimted tx pyments mde. Include ny prior yer overpyment llowed s credit 3b $ 0. c Blnce Due. Subtrct line 3b from line 3. Include your pyment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federl Tx Pyment System). See instructions c $ 0. Cution. If you re going to mke n electronic fund withdrwl with this Form 8868, see Form 8453-EO nd Form 8879-EO for pyment instructions. BAA For Privcy Act nd Pperwork Reduction Act tice, see instructions. Form 8868 (Rev FIFZ0501L 05/01/07