Compliance and Ethics Forum for Life Insurers
Public records raise at least one point you should look into before giving.
What it says it does
TO SERVE THE NEEDS OF THE LIFE INSURANCE INDUSTRY'S COMPLIANCE AND ETHICS PROFESSIONALS
- Income
- $2.0 million
- Spending
- $1.8 million
- Employees
- 5
- Volunteers
- 21
- Highest pay
- $472,399, president & ceo
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- ANNUAL CONFERENCE - CEFLI'S ANNUAL CONFERENCE IS DESIGNED TO BRING COMPLIANCE AND ETHICS PROFESSIONALS, INDUSTRY EXPERTS AND KEY STATE AND FEDERAL REGULATORS TOGETHER TO SHARE THEIR EXPERTISE, DEVELOP SOLUTIONS AND SHARE POTENTIAL LEADING PRACTICES ON THE ISSUES THEIR PEERS HAVE IDENTIFIED AS THE TOP COMPLIANCE AND ETHICS ISSUES FACING THE INDUSTRY.
- EDUCATION AND TRAINING - CEFLI CONDUCTS THE COMPLIANCE FUNDAMENTALS TRAINING PROGRAM TO PROVIDE EDUCATION AND TRAINING FOR COMPLIANCE PROFESSIONALS THAT MAY BE NEW TO THE LIFE INSURANCE INDUSTRY IN WHO MAY SEEK TO EXPAND THEIR PORTFOLIO OF COMPLIANCE SKILLS. CEFLI CONDUCTS AN ADVANCED COMPLIANCE FORUM FOR MORE EXPERIENCED COMPLIANCE PROFESSIONALS TO PROVIDE AN OPPORTUNITY TO EXPLORE SPECIFIC COMPLIANCE SUBJECT MATTERS IN A MORE IN-DEPTH MANNER USING A WORKSHOP FORMAT FOR FORUM ATTENDEES. CEFLI ALSO CONDUCTS A COMPLIANCE LEADERSHIP FORUM DESIGNED EXCLUSIVELY FOR COMPLIANCE PROFESSIONALS THAT ASPIRE TO BECOME COMPLIANCE LEADERS WITH A LIFE INSURANCE COMPANY. DURING THE TRAINING SESSION CURRENT CHIEF COMPLIANCE OFFICERS OF LIFE INSURANCE COMPANIES WILL REVIEW THE ISSUES AND SKILL SETS NECESSARY TO PERFORM EFFECTIVELY AS A COMPLIANCE LEADER WITH A LIFE INSURANCE COMPANY.
- CCO FORUM - IS AN ANNUAL EVENT FOR CHIEF COMPLIANCE OFFICERS (CCOS) OF MEMBER COMPANIES OF THE COMPLIANCE & ETHICS FORUM FOR LIFE INSURERS. THE FORUM ALLOWS CCOS TO CONNECT WITH THEIR PEERS TO DISCUSS CURRENT COMPLIANCE CHALLENGES AND BEST PRACTICES IN THE LIFE INSURANCE INDUSTRY.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Worth knowing.
Status was revoked on May 15, 2013 for not filing returns for three years, and reinstated on May 15, 2013.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 2014.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.