Public Charity

MDRT ACADEMY

MDRT ACADEMY is a Public Charity headquartered in PARK RIDGE, IL. Financial data from the 2024 filing: $9.7M revenue, $2.4M expenses, $300K total assets. 1 publicly reported grants to this organization, totaling roughly $9.6M, appear in IRS filings.

EIN: 814966111 PARK RIDGE, IL Latest filing: 2024
Total Revenue$9.7M
Total Expenses$2.4M
Total Assets$300K
Grant Records1
Funding Total$9.6M
Filing Years2022–2024

Mission

A PROFESSIONAL ASSOCIATION AND COMMUNITY FOR ADVISORS STRIVING TO ACHIEVE MDRT-LEVEL PRODUCTION THAT'S AVAILABLE IN AN ENTIRELY MOBILE WORLD.

Sample Grants Received

2024
INTERCOMPANY DEBT CANCELLATION
$9,556,327

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

SECRETARY Aurora Tancock
PRESIDENT Carol Kheng
2ND VICE PRESIDENT Clay Gillespie
PAST PRESIDENT Greg Gagne
1ST VICE PRESIDENT John Nichols
FORMER PAST PRESIDENT Peggy Tsai

Officer compensation and complete director data available with membership.

Top Grant Purposes

INTERCOMPANY DEBT CANCELLATION
$9,556,327 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $9.7M $2.4M $300K
2023 $185K $2.8M $468K
2022 $264K $2.8M $1.0M

Between 2022 and 2024, reported annual revenue grew from $264K to $9.7M (+3569%), with total assets most recently reported at $300K.

Interactive year-over-year charts and full filing details available with membership.

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