Life Fund Inc
Donations deductibleRevenue
$340k
year to 31 December 2024
Expenses
$310k
year to 31 December 2024
Total assets
$125k
$3k liabilities
Net assets
$122k
assets less liabilities
Directors and trustees
5
5.4 years on average
Staff
0
5 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
10
named in Part VII
Life Fund Inc's network
5 people1 organisationi5 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Barb Pietrangelo | Director | 2019 | 7 yrs |
| Mark Hanna CLU Chfc AIF | Director | 2023 | 3 yrs |
| Michael Weintraub (also filed as Mike Weintraub) | Treasurer | 2018 | 8 yrs |
| Paul Dougherty | Director | 2023 | 3 yrs |
| R Jan Pinney (also filed as R Jan Pinney) | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
10 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Brian Ashe | EVP | 2019 |
| Brian Steiner | Executive Director | since 2023 |
| Erni Davis | CFO | since 2023 |
| Faisa Stafford | President | since 2019 |
| Joshua L Dunham | VP of Partnerships | since 2020 |
| Kevin M Mayeux | CEO | since 2023 |
| Margaret Leyes | Chief Creative Officer | since 2020 |
| Richard Pratte | Head of Product | 2022 |
| Tom Cothron | President-Elect | 2024 |
| John Flatley | Interim CEO | 2022 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Barb Pietrangelo | Director | 1 | $0 | ||
| Mark Hanna Clu CHFC Aif | Director | 1 | $0 | ||
| Michael Weintraub | Treasurer | 1 | $0 | ||
| R Jan Pinney | Director | 1 | $0 | ||
| Paul Dougherty | Director | 1 | $0 | ||
| Brian Steiner | Executive Director | 10 | $0 | $239k | $10k |
| Erni Davis | CFO | 10 | $0 | $225k | $28k |
| Kevin M Mayeux | CEO | 10 | $0 | $614k | $29k |
| Tom Cothron | President-Elect | 10 | $0 | $1k |
About
- Legal name
- Life Fund Inc
- EIN
- 522316124
- Address
- 1000 Wilson Blvd Ste 1890, Arlington, VA, 22209-3924
- State
- Virginia
- Mission
- Educate the general public, and policy owners, beneficiaries and other appropriate constituencies of the value of the services of professional insurance professionals; and to educate the public of the significant and essential role that the life and health insurance industry and its products play in a sound social and economic system. (as filed on the Form 990)
- Activity (NTEE)
- B99 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 4 (IRS master file code)
- Formed
- 2001
- Principal officer
- Kevin M Mayeux (as named on the Form 990)
- IRS ruling date
- 1 November 2001
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedMEMBERSHIPLife and Health Insurance Foundation for EducationRelatedMEMBERSHIPNational Association of Insurance and Financial Advisors
Longest observed on the filings
≥8years on the filingsMichael Weintraub
≥7years on the filingsBarb Pietrangelo
≥4years on the filingsR Jan Pinney
≥3years on the filingsMark Hanna CLU Chfc AIF
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $125k
- Total liabilities
- $3k
- Net assets or fund balances
- $122k
- Contributions and grants received
- $340k
- Program service revenue
- $0
- Grants and similar paid out
- $226k
- Employees
- 0
- Volunteers
- 5
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $340k | $310k | $30k |
As filed on the IRS Form 990. US dollars.
Grants paid
17 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Utah Valley University | Life lessons | $18k |
| University of California Irvine | Life lessons | $15k |
| Paine College | Life lessons | $15k |
| Tennessee State University | Life lessons | $15k |
| University of California Los Angeles | Life lessons | $15k |
| University of Nebraska at Omaha | Life lessons | $15k |
| Missouri State University | Life lessons | $13k |
| Western Kentucky University | Life lessons | $10k |
| Galen College of Nursing | Life lessons | $10k |
| University of Pittsburgh | Life lessons | $10k |
| West Chester University | Life lessons | $10k |
| Mesa Community College | Life lessons | $10k |
| Marymount College | Life lessons | $10k |
| University of Southern California | Life lessons | $10k |
| University of Georgia | Life lessons | $10k |
| University of Nebraska-Lincoln | Life lessons | $10k |
| Tidewater Community College | Life lessons | $6k |