($ Expressed in Thousands) Year Ended June 30, 1999 Member dues, net of affiliated refunds $355 $3,014 Other revenues Membership list rental 116 Subscriptions 412 Advertising 157 Conventions and conferences 1,755 Publications 1,222 Rent 65 Contracts 3,075 Other products and services 168 Interest income 43 Miscellaneous 193 7,206 Total revenue 10,220 Expenses Contract, selling, general, and administrative costs 9,971 Total expenses 9,971 Excess of revenue over expenses before income taxes 249 Income tax expense 52 Excess of revenue over expenses 197
Fund balance, beginning of year (10)
Fund balance, end of year $187
Roth IRA No Estate Tax, RMD or Four-Year Spread Traditional IRA Ending IRA Ending IRA and outside Taxes Net to and outside Year
fund balance on IRA family
fund balance 1997 $750,000 $(140,000) $610,000 $750,000 1998 820,000 (154,000) 666,000 806,000 2003 1,282,499 (248,019) 1,034,481 1,034,481 2008 2,009,468 (399,436) 1,610,032 1,610,032 2013 3,153,972 (643,296) 2,510,676 2,510,676 2018 4,958,583 (1,036,035) 3,922,548 3,922,548 2023 7,808,177 (1,668,545) 6,139,632 6,139,632 2028 12,314,089 (2,687,208) 9,626,881 9,626,881 Roth IRA Taxes Net to Year on IRA family 1997 $(140,000) $610,000 1998 (140,000) 666,000 2003 0 1,034,481 2008 0 1,610,032 2013 0 2,510,676 2018 0 3,922,548 2023 0 6,139,632 2028 0 9,626,881