CASUALTY ACTUARIAL SOCIETY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CASUALTY ACTUARIAL SOCIETY (EIN 13-6113674)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-07-25
- IRS object ID
- 202222069349301307
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-25T13:56:13-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136113674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASUALTY ACTUARIAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASU | BusinessNameControlTxt |
| Phone | 7032763100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 N FAIRFAX DRIVE NO 250 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTOR R CARTER-BEY | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7032763100 | PhoneNum |
| Signature | 2022-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VICTOR | PersonFirstNm |
| Person Last | CARTER-BEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ANDREW SMITH | PreparerPersonNm |
| PTIN | P00635175 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2022-06-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICTOR R CARTER-BEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 N FAIRFAX DRIVE NO 250 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,804,664 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CASACT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE BODY OF KNOWLEDGE OF ACTUARIAL SCIENCE APPLIED TO GENERAL INSURANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 2953 | TotalVolunteersCnt |
| Total Gross UBI | $135,436 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $14,458 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,839,191 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,403,345 | CYProgramServiceRevenueAmt |
| PY Investment Income | $407,469 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,808,580 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,279 | PYOtherRevenueAmt |
| CY Other Revenue | $11,343 | CYOtherRevenueAmt |
| PY Total Revenue | $12,259,939 | PYTotalRevenueAmt |
| CY Total Revenue | $15,223,268 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $531,225 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $649,661 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,494,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,478,995 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,964,921 | PYOtherExpensesAmt |
| CY Other Expenses | $5,262,822 | CYOtherExpensesAmt |
| PY Total Expenses | $12,990,571 | PYTotalExpensesAmt |
| CY Total Expenses | $12,391,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$730,632 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,831,790 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,062,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,275,845 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,618,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,252,517 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,444,028 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,023,328 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O.THE PURPOSES OF THE CASUALTY ACTUARIAL SOCIETY ARE TO ADVANCE THE BODY OF KNOWLEDGE OF ACTUARIAL SCIENCE APPLIED TO GENERAL INSURANCE, INCLUDING PROPERTY, CASUALTY AND SIMILAR RISK EXPOSURES; TO EXPAND THE APPLICATION OF ACTUARIAL SCIENCE TO ENTERPRISE RISK AND SYSTEMIC RISKS; TO ESTABLISH AND MAINTAIN STANDARDS OF QUALIFICATION FOR MEMBERSHIP; TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT AND COMPETENCE; TO INCREASE AWARENESS OF ACTUARIAL SCIENCE; AND, TO CONTRIBUTE TO THE WELL BEING OF SOCIETY AS A WHOLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EXAMS:SPONSORED 8385 EXAMS IN FY 21 TO EDUCATE STUDENTS ON PROPERTY CASUALTY APPLICATIONS. ONCE THEY HAVE PASSED THE EXAMS, THEY QUALIFY FOR MEMBERSHIP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEETINGS AND SEMINARS:SPONSORED 2 MEETINGS, 9 SEMINARS, 24 WEBINARS, AND 7 COURSES ON PROFESSIONALISM TO ADVANCE THE BODY OF ACTUARIAL KNOWLEDGE AND INCREASE THE AWARENESS OF ACTUARIAL SCIENCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICATIONS AND REFERENCE MATERIALS:PRODUCED 6 ISSUES OF ACTUARIAL REVIEW, 2 VARIANCE JOURNALS, SEVERAL WHITE PAPERS, RESEARCH PAPERS, AND MONOGRAPHS TO FURTHER THE KNOWLEDGE AND UNDERSTANDING OF PROPERTY CASUALTY ACTUARIAL PROFESSSIONALS AND EXAM APPLICANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD P ROGERS | PersonNm |
| Phone | 7032763100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 N FAIRFAX DRIVE SUITE 250 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| VICTOR CARTER-BEY | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 2.00 | Yes (X) | $495,000 | $0 | $44,890 | ||
| TODD ROGERS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 2.00 | Yes (X) | $271,430 | $0 | $87,199 | ||
| J MICHAEL BOA | ||||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | 2.00 | $253,961 | $0 | $79,544 | Yes (X) | ||
| KENDALL WILLIAMS | ||||||||
| STAFF ACTUARY | 40.00 | 2.00 | $217,412 | $0 | $35,621 | Yes (X) | ||
| KATHLEEN DEAN | ||||||||
| DIRECTOR, MEETING SERVICES | 40.00 | 2.00 | $156,581 | $0 | $49,177 | Yes (X) | ||
| BRIAN FANNIN | ||||||||
| RESEARCH ACTUARY | 40.00 | 2.00 | $169,378 | $0 | $30,950 | Yes (X) | ||
| DAVID CORE | ||||||||
| DIRECTOR, PROFESSIONAL EDUCATION AND RESEARCH | 40.00 | 2.00 | $137,797 | $0 | $43,774 | Yes (X) | ||
| JESSICA LEONG | ||||||||
| PRESIDENT | 20.00 | 2.00 | Yes (X) | $495 | $0 | $0 | Yes (X) | |
| KATHERINE ANTONELLO | ||||||||
| PRESIDENT-ELECT | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVEN ARMSTRONG | ||||||||
| BOARD CHAIR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM WILDER | ||||||||
| VP-ADMISSIONS | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY HOSFORD | ||||||||
| VP-ADMINISTRATION | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AMY JUKENLIS | ||||||||
| VP-PROFESSIONAL EDUCATION | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JIM WEISS | ||||||||
| VP-RESEARCH | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KIM GUERRIERO | ||||||||
| VP-MARKETING AND COMMUNICATIONS | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KENDRA FELISKY | ||||||||
| VP-INTERNATIONAL | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GEOFF WERNER | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ERICA SCHURR | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KUDA CHIBANDA | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID CUMMINGS | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| TODD LEHMANN | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ALEJANDRA NOLIBOS | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY FRANCES MILLER | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN MILDENHALL | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SEAN KEVELIGHAN | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KATHY ODOMIROK | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JODIE SLAUGHTER | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JULIA STENBERG | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MELISSA TOMITA | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KRIS DEFRAIN | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| TALITHIA WILLIAMS | ||||||||
| DIRECTOR | 5.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,702,054 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $371,155 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NCS PEARSON INC | |||||
| 13036 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | EXAM TESTING ADMINISTRATION | $417,365 |
| INTRADO DIGIAL MEDIA LLC | |||||
| PO BOX 74007143 | CHICAGO | IL | 60674 | VIRTUAL EVENT PLATFORM AND FACILITATION | $225,750 |
| GRAVITATE SOLUTIONS LLC | |||||
| 9620 EXACUTIVE CENTER DRIVE NOTH S | ST PETERSBURG | FL | 33702 | WEB SERVICES | $177,069 |
| AMERICAN ACADEMY OF ACTUARIES | |||||
| 1850 M STREET NW STE 300 | WASHINGTON | DC | 20036 | ABCD FEES | $171,821 |
| NETLOGICDC LLC | |||||
| 7550 WISCONSIN AVE B1 | BETHESDA | MD | 20814 | IT CONSULTING, DATABASE ADMINISTRATION | $139,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 511190 | $5,444,268 | $5,444,268 | |
| EXAM INCOME | 900099 | $5,341,313 | $5,341,313 | |
| MEETINGS REVENUE | 900099 | $2,478,620 | $2,478,620 | |
| ACTUARIAL REVIEW ADVERTISING | 541800 | $97,676 | $97,676 | |
| WEBSITE ADVERTISING | 900004 | $37,760 | $37,760 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,708 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,403,345 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $366,036 | TotalRevenueColumnAmt |
| Exclusion | $366,036 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,023,940 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,581,396 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,442,544 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,442,544 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,442,544 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,343 | TotalRevenueColumnAmt |
| Exclusion | $11,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,343 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,223,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,710,453 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $135,436 | UnrelatedBusinessRevenueAmt |
| Exclusion | $377,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,667 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,994 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,124 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,285,094 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,803 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,440 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,534 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,670 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,691 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,565,046 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,622 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,436,504 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,134 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,169 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,206 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,744 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,900 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH FUND | Desc |
| Total | $365,136 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,391,478 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,656 | BOYAmt |
| EOY | $238,910 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,672 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,912 | BOYAmt |
| EOY | $50,669 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,323 | BOYAmt |
| EOY | $7,170 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,874 | BOYAmt |
| EOY | $735,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,066,914 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $797,699 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,852 | BOYAmt |
| EOY | $269,215 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,192,154 | BOYAmt |
| EOY | $23,974,240 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,542 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,062,985 | BOYAmt |
| EOY | $25,275,845 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,316,902 | BOYAmt |
| EOY | $1,540,127 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,430,792 | BOYAmt |
| EOY | $3,119,173 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,871,263 | BOYAmt |
| EOY | $1,593,217 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,618,957 | BOYAmt |
| EOY | $6,252,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,444,028 | BOYAmt |
| EOY | $19,023,328 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,444,028 | BOYAmt |
| EOY | $19,023,328 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,062,985 | BOYAmt |
| EOY | $25,275,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,831,790 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,353,967 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $393,543 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $515,150 | OtherCostOrOtherBasisAmt |
| Depreciation | $281,723 | DepreciationAmt |
| Book Value | $233,427 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $551,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $515,976 | DepreciationAmt |
| Book Value | $35,788 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $269,215 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION OBLIGATION | $1,069,058 |
| DEFERRED RENT | $524,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,593,217 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. HOWEVER, THE SOCIETY IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ITS UNRELATED BUSINESS INCOME. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION HAS EVALUATED THEIR TAX POSITIONS AND DETERMINED THAT THEIR POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 1 | 0 | PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. | MEMBER SERVICES, EXAM ADMINISTRATION AND PROFESSIONAL EDUCATION | $247,796 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION. | INTERNATIONAL ACTUARIAL ASSOCIATION MEMBERSHIP DUES. | $129,073 |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION. | MEMBERSHIP FEE TO PARTICPATE IN THE CERA GLOBAL ASSOCAITION. | $23,905 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 1 | 0 | DACARE INTERNATIONAL - STAFFING AGENCY | WE HAVE A STAFF ACTUARY IN THIS REGION. | $151,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $551,994 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $551,994 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | FINANCIAL SUPPORT FOR JOINT HONG KONG OFFICE TO BETTER SERVE OUR CANDIDATES / MEMBERS IN THAT REGION. | $247,796 | WIRE |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | MEMBERSHIP FEE TO PARTICIPATE IN THE CERA GLOBAL ASSOCIATION | $23,905 | WIRE |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | INTERNATIONAL ACTUARIAL ASSOCIATION MEMBERSHIP DUES. | $129,073 | WIRE |
| SOUTH ASIA | DACARE INTERNATIONAL IS A STAFFING AGENCY TO WHICH WE HAVE A STAFF ACTUARY IN THAT REGION. | $151,220 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 4 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | RESEARCH GRANTS ARE ACTIVELY MONITORED PER MILESTONES/DELIVERABLES IN THE RFP. OTHER GRANTS (CERA, HONG KONG OFFICE), WE ACTIVELY MANAGE DAY-TO-DAY ACTIVITIES AND/OR HAVE A CAS REPRESENTATIVE ACTIVE ON THE ORGANIZATIONS BOARD OF DIRECTORS. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACTUARIAL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 NORTH MARTINGALE ROAD SUITE 600 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 363968441 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $97,667 | CashGrantAmt |
| Purpose Of Grant | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE FOUNDATION. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL SUPPORT PROVIDED TO THE ACTUARIAL FOUNDATION. CASUALTY ACTUARIAL SOCIETY HAS MEMBERS THAT SERVE ON THE BOARD OF THE ACTUARIAL FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTOR CARTER-BEY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $395,000 | $0 | $100,000 | $0 | $0 | $0 | $24,770 | $0 | $20,120 | $0 | $539,890 | $0 | $0 | $0 |
| TODD ROGERS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $245,930 | $0 | $25,500 | $0 | $0 | $0 | $68,236 | $0 | $18,963 | $0 | $358,629 | $0 | $0 | $0 |
| J MICHAEL BOA | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $230,461 | $0 | $23,500 | $0 | $0 | $0 | $60,720 | $0 | $18,824 | $0 | $333,505 | $0 | $0 | $0 |
| KENDALL WILLIAMS | ||||||||||||||
| STAFF ACTUARY | $205,412 | $0 | $12,000 | $0 | $0 | $0 | $18,531 | $0 | $17,090 | $0 | $253,033 | $0 | $0 | $0 |
| KATHLEEN DEAN | ||||||||||||||
| DIRECTOR, MEETING SERVICES | $145,081 | $0 | $11,500 | $0 | $0 | $0 | $31,135 | $0 | $18,042 | $0 | $205,758 | $0 | $0 | $0 |
| BRIAN FANNIN | ||||||||||||||
| RESEARCH ACTUARY | $162,378 | $0 | $7,000 | $0 | $0 | $0 | $14,245 | $0 | $16,705 | $0 | $200,328 | $0 | $0 | $0 |
| DAVID CORE | ||||||||||||||
| DIRECTOR, PROFESSIONAL EDUCATION AND | $129,297 | $0 | $8,500 | $0 | $0 | $0 | $25,883 | $0 | $17,891 | $0 | $181,571 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TRAVEL FOR COMPANIONS WAS INCLUDED IN TAXABLE COMPENSATION. JESSICA WENG KAH LEONG - $2,322 STEVEN ARMSTRONG - $6,182 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD DELEGATED THE REVIEW OF THE 990 TO THE CAS AUDIT COMMITTEE. THE AUDIT COMMITTEE REPORTS TO THE CAS BOARD OF DIRECTORS, AND HAS AT LEAST 3 BOARD MEMBERS ON IT. THE BOARD DELEGATED THE FOLLOWING BOARD DUTIES TO THE EXECUTIVE COUNCIL: PRESCRIBE ADMISSION REQUIREMENTS, ADMIT NEW MEMBERS, AUTHORIZE THE CREATION AND DISCHARGE OF COMMITTEES, CALL MEETINGS OF THE CAS AND THE CAS INSTITUTE, ACT ON APPLICATIONS TO CREATE REGIONAL AFFILIATES, ACT ON APPLICATIONS TO CREATE SPECIAL INTEREST SECTIONS, AND APPROVE THE PRESIDENT'S POSITION DESCRIPTION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS FELLOWS, ASSOCIATE AND AFFILIATE MEMBERS. FELLOWS ARE ELIGIBLE TO VOTE, HOLD OFFICE, MAKE NOMINATIONS, AND GENERALLY EXERCISE THE RIGHTS OF FULL MEMBERSHIP. ASSOCIATE MEMBERS OVER FIVE YEARS ARE ELIGIBLE TO VOTE IN ELECTIONS. ASSOCIATE MEMBERS ARE ENTITLED TO ATTEND MEETINGS AND PARTICIPATE IN SOCIETY FUNCTIONS. AFFILIATE MEMBERS SUPPORT THE MISSION AND ACTIVITIES OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | FELLOW MEMBERS CAN VOTE FOR PRESIDENT-ELECT AND DIRECTORS, AND ON BYLAWS AND CONSTITUTION CHANGES. ASSOCIATE MEMBERS THAT HAVE BEEN MEMBERS FOR OVER FIVE YEARS CAN VOTE FOR PRESIDENT-ELECT AND DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO CONSTITUTION AND BYLAWS NEED TO BE APPROVED BY VOTE FROM FELLOW MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CAS MANAGEMENT REVIEWS THE 990 WITH THE CEO SIGNING THE RETURNS EACH YEAR. THE CAS BOARD HAS DELEGATED THE REVIEW OF THE 990 TO THE CAS AUDIT COMMITTEE, A COMMITTEE REPORTING TO THE BOARD AND STAFFED BY AT LEAST 3 BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE REQUIRED OF ALL BOARD MEMBERS, EXECUTIVE COUNCIL MEMBERS, AND KEY STAFF MEMBERS. STATEMENTS ARE UPDATED ANNUALLY. GENERALLY IF THERE IS A CONFLICT OF INTEREST, THAT PERSON WILL BE RECUSED FROM DECISION MAKING/VOTING. THE BOARD CHAIR MONITORS THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS. IF A CONFLICT IS IDENTIFIED THAT BOARD MEMBER WILL RECUSE THEMSELVES FROM DISCUSSIONS AND VOTES. |
| FORM 990, PART VI, SECTION B, LINE 15A | CEO COMPENSATION IS SET BY THE PRESIDENT, PRESIDENT-ELECT AND BOARD CHAIR. MERIT INCREASES AND BONUSES ARE PERFORMANCEBASED AND DIRECTLY TIED TO ACCOMPLISHING GOALS AGREED TO AT THE BEGINNING OF THE YEAR. CEO SALARY IS VALIDATED AGAINST SIMILAR TYPE ORGANIZATIONS/POSITIONS USING SALARY SURVEYS. OTHER COMPENSATION IS VALIDATED AGAINST SIMILAR TYPE ORGANIZATIONS/POSITIONS USING SALARY SURVEYS AND INDEPENDENT COMPENSATION/BENEFIT REVIEWS ARE CONDUCTED EVERY 5 YEARS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE POSTED ON THE CASUALTY ACTUARIAL SOCIETY (CAS) WEBSITE. ANNUAL FINANCIALS ARE ALSO PUBLISHED IN CAS ANNUAL REPORT AND AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | EXAM CONSULTANTS FEES 230,465. CBT FEES 1,046,767. OTHER CONSULTING FEES 287,814. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION LIABILITY 393,543. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAS INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 NORTH FAIRFAX DRIVE SUITE 250 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PROVIDE PREMIER SPECIALTY CREDENTIALING & PROF EDU TO TECHNICAL SPECIALISTS. | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASUALTY ACTUARIAL SOCIETY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASUALTY ACTUARIAL SOCIETY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 N FAIRFAX DRIVE SUITE 250 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132967185 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASUALTY ACTUARIAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | CASUALTY ACTUARIAL SOCIETY TRUST'S PRIMARY ACTIVITY: PROVIDE FUNDS FOR SCHOLARSHIPS, RESEARCH GRANTS, AND MAINTAIN REFERENCE BOOKS AND OTHER MATERIALS PERTAINING TO ACTUARIAL SCIENCE. | ExplanationTxt |