Mission
TO PROVIDE A MEANS FOR INFLUENCERS OF INSURANCE AND FINANCIAL SERVICES PROFESSIONALS TO ENGAGE IN VERY SPECIFIC WAYS WITH MDRT AS MEMBERS OF AN AFFILIATED MEMBERSHIP ORGANIZATION.
Public Charity
MDRT GLOBAL SERVICES
Based in PARK RIDGE, IL, MDRT GLOBAL SERVICES operates as a Public Charity. The organization reported $3.5M in revenue, $991K in expenses, $307K in total assets for fiscal year 2024. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $3.2M.
EIN: 842903878
PARK RIDGE, IL
Latest filing: 2024
Total Revenue$3.5M
Total Expenses$991K
Total Assets$307K
Grant Records1
Funding Total$3.2M
Filing Years2023–2024
Sample Grants Received
INTERCOMPANY DEBT CANCELLATION
$3,198,678
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
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $3.5M | $991K | $307K |
| 2023 | $176K | $1.3M | $474K |
Between 2023 and 2024, reported annual revenue grew from $176K to $3.5M (+1872%), with total assets most recently reported at $307K.
Interactive year-over-year charts and full filing details available with membership.