CASUALTY ACTUARIAL SOCIETY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CASUALTY ACTUARIAL SOCIETY (EIN 13-6113674)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-05
- IRS object ID
- 202502179349301635
- Schema version
- 2023v6.0
- 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 | 2025-08-05T14:26:54-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | 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 | 950 NORTH GLEBE ROAD SUITE 1200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | 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 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 | 2025-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2025-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 250 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,853,916 | 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 | VA | 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 | 65 | TotalEmployeeCnt |
| Total Volunteers | 3112 | TotalVolunteersCnt |
| Total Gross UBI | $131,097 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $9,035 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,354,162 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,144,088 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,597,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,117,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,737 | PYOtherRevenueAmt |
| CY Other Revenue | $19,927 | CYOtherRevenueAmt |
| PY Total Revenue | $18,966,025 | PYTotalRevenueAmt |
| CY Total Revenue | $22,281,459 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $440,677 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $631,302 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,165,016 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,792,229 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,066,670 | PYOtherExpensesAmt |
| CY Other Expenses | $9,822,239 | CYOtherExpensesAmt |
| PY Total Expenses | $17,672,363 | PYTotalExpensesAmt |
| CY Total Expenses | $19,245,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,293,662 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,035,689 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,860,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,508,796 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,593,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,151,879 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,267,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,356,917 | 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 |
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MEETINGS AND SEMINARS:SPONSORED 2 MEETINGS, 10 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 Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EXAMS:SPONSORED ACTUARIAL 8,082 EXAMS IN FY2024 TO EDUCATE STUDENTS ON PROPERTY CASUALTY APPLICATIONS. ONCE THEY HAVE PASSED THE EXAMS, THEY QUALIFY FOR MEMBERSHIP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| 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 PROFESSIONALS 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | 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 | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD ROGERS | PersonNm |
| Phone | 7032763100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 N FAIRFAX DRIVE STE 250 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| FRANK CHANG | |||||||||
| PRESIDENT | 10.00 | 2.00 | Yes (X) | Yes (X) | $2,277 | $0 | $0 | ||
| A DAVID CUMMINGS | |||||||||
| PRESIDENT-ELECT | 10.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROOSEVELT MOSLEY | |||||||||
| BOARD CHAIR | 20.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE ANTONELLO | |||||||||
| BOARD CHAIR (THRU 11/23) | 20.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE BELDEN | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN BRENDEN | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WANCHIN CHOU | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS DEFRAIN | |||||||||
| DIRECTOR (THRU 11/23) | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN DUPPERREAULT | |||||||||
| DIRECTOR (THRU 11/23) | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE ESPY | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER HAHN | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE LEDERER | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LEN LLAGUNO | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDY LOWE | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE MILICIA | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEJANDRA NOLIBOS | |||||||||
| DIRECTOR (THRU 11/23) | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY OLCESE | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN ORES WALSH | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| YVONNE PALM | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMBER ROHDE | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON RUSS | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIKA SCHURR | |||||||||
| DIRECTOR (THRU 11/23) | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICIA SPEIGHT | |||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFF WERNER | |||||||||
| DIRECTOR (THRU 11/23) | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTOR CARTER-BEY | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 2.00 | Yes (X) | $541,108 | $0 | $101,542 | |||
| TODD ROGERS | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 2.00 | Yes (X) | $308,416 | $0 | $121,980 | |||
| ANTHONY BUSTILLO | |||||||||
| VP-PROFESSIONAL EDUCATION | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD MONCHER | |||||||||
| VP-ADMINISTRATION | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM WILDER | |||||||||
| VP-ADMISSIONS | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH BERMAN | |||||||||
| VP-INTERNATIONAL | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN OLSON | |||||||||
| VP-MARKETING & COMMUNICATIONS | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MORGAN BUGBEE | |||||||||
| VP-RESEARCH & DEVELOPMENT | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN DEAN | |||||||||
| DIRECTOR, MEETING SERVICES | 40.00 | 2.00 | $176,770 | $0 | $72,885 | Yes (X) | |||
| ALICIA BURKE | |||||||||
| ICAS DIRECTOR OF PORTFOLIO & PRODUCT DEVELOPMENT | 40.00 | 2.00 | $173,554 | $0 | $22,907 | Yes (X) | |||
| J MICHAEL BOA | |||||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | 2.00 | $287,561 | $0 | $101,641 | Yes (X) | |||
| KENDALL WILLIAMS | |||||||||
| STAFF ACTUARY | 40.00 | 2.00 | $256,350 | $0 | $47,728 | Yes (X) | |||
| JOHN KLEINE | |||||||||
| CHIEF GROWTH AND PRODUCT OFFICER | 40.00 | 2.00 | $241,400 | $0 | $45,509 | Yes (X) | |||
| JOYCE NEVEROV | |||||||||
| CHIEF BUSINESS OFFICER | 40.00 | 2.00 | $243,734 | $0 | $23,030 | Yes (X) | |||
| CARRIE CROSS | |||||||||
| STRATEGY AND LEARNING PARTNER | 40.00 | 2.00 | $155,072 | $0 | $33,204 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,386,242 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $570,426 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | 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 | $892,896 |
| MOUNT ROYAL PRINTING | |||||
| 6310 BLAIR HILL LANE | BALTIMORE | MD | 21209 | PUBLISHING, PRINTING SERVICES | $214,353 |
| NTIVA INC | |||||
| 7550 WISCONSIN AVE B1 | BETHESDA | MD | 20814 | IT CONSULTING, DATABASE ADMINISTRATION | $199,746 |
| WHITEFORD TAYLOR & PRESTON LLP | |||||
| 7 SAINT PAUL STREET | BALTIMORE | MD | 21202 | CONSULTING, LEGAL SERVICES | $158,592 |
| AMERICAN ACADEMY OF ACTUARIES | |||||
| 1850 M STREET NW | WASHINGTON | DC | 20036 | ABCD DUES | $156,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EXAM INCOME | 900099 | $6,587,501 | $6,587,501 | |
| DUES INCOME | 900099 | $6,520,538 | $6,520,538 | |
| MEETINGS REVENUE | 900099 | $5,901,566 | $5,901,566 | |
| ACTUARIAL REVIEW ADVERTISING | 541800 | $98,827 | $98,827 | |
| WEBSITE ADVERTISING | 900099 | $32,270 | $32,270 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,386 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,144,088 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $933,225 | TotalRevenueColumnAmt |
| Exclusion | $933,225 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,756,676 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,572,457 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,184,219 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,184,219 | TotalRevenueColumnAmt |
| Exclusion | $2,184,219 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,927 | TotalRevenueColumnAmt |
| Exclusion | $19,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,927 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,281,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,012,991 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $131,097 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,137,371 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,934 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,833 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,535 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,913 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,621,388 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,425 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,928 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,575 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,700 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,002 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,283,993 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,174 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,267,845 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,357 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,747 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,168,987 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497,777 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,069 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,672 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,844 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEALS AND ENTERTAINMENT | $2,124,671 |
| ACCRUED RESEARCH GRANTS | $432,049 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,352 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,245,770 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,826 | BOYAmt |
| EOY | $1,860,378 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,258 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,213 | BOYAmt |
| EOY | $223,580 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,267 | BOYAmt |
| EOY | $5,870 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,881 | BOYAmt |
| EOY | $754,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,866,819 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $895,983 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,268 | BOYAmt |
| EOY | $970,836 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,286,751 | BOYAmt |
| EOY | $28,986,934 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,730 | BOYAmt |
| EOY | $706,504 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,860,194 | BOYAmt |
| EOY | $33,508,796 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256,566 | BOYAmt |
| EOY | $2,855,747 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,402,389 | BOYAmt |
| EOY | $5,643,024 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,934,207 | BOYAmt |
| EOY | $1,653,108 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,593,162 | BOYAmt |
| EOY | $10,151,879 | 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 | $18,267,032 | BOYAmt |
| EOY | $23,356,917 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,267,032 | BOYAmt |
| EOY | $23,356,917 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,860,194 | BOYAmt |
| EOY | $33,508,796 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,035,689 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,268,464 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$214,268 | 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 | $426,609 | DepreciationAmt |
| Book Value | $88,541 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $530,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $469,374 | DepreciationAmt |
| Book Value | $61,213 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $821,082 | OtherCostOrOtherBasisAmt |
| Book Value | $821,082 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $970,836 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION OBLIGATION | $713,860 |
| RIGHT OF USE LIABILITY | $939,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,653,108 | 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 TRUST IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ICAS IS A SINGLE-MEMBER LIMITED LIABILITY COMPANY AND, AS SUCH, IS TREATED AS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. ACCORDINGLY, ICAS' FINANCIAL ACTIVITY IS REPORTED IN CONJUNCTION WITH THE FEDERAL INCOME TAX FILINGS OF THE SOCIETY. 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 | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $45,334 | |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $10,300 | |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $232,230 | |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $20,207 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS AND PROGRAM SERVICES | $20,000 | |
| EAST ASIA AND THE PACIFIC | 0 | 2 | PROGRAM SERVICES | $282,406 | PAYROLL ASSOCIATED WITH TWO STAFF MEMBERS IN THE AREA HIRED THROUGH THE GLOBAL PAYROLL COMPANY. |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS IN THE REGION | $9,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $619,941 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $619,941 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | RESEARCH | $37,616 | WIRE | $0 | N/A | N/A |
| EAST ASIA AND THE PACIFIC | RESEARCH | $7,718 | WIRE | $0 | N/A | N/A |
| EUROPE | RESEARCH | $12,707 | WIRE | $0 | N/A | N/A |
| EUROPE | RESEARCH | $7,500 | WIRE | $0 | N/A | N/A |
| NORTH AMERICA | RESEARCH | $162,230 | WIRE | $0 | N/A | N/A |
| SOUTH AMERICA | RESEARCH | $9,464 | WIRE | $0 | N/A | N/A |
| SOUTH ASIA | RESEARCH | $10,300 | WIRE | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| RESEARCH | SUB-SAHARAN AFRICA | 1 | $20,000 | WIRE TRANSFER | N/A | N/A |
| RESEARCH | NORTH AMERICA | 4 | $70,000 | WIRE TRANSFER | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESEARCH GRANTS ARE ACTIVELY MONITORED PER MILESTONES/DELIVERABLES IN THE RFP. FOR OTHER GRANTS WE ACTIVELY MANAGE DAY-TO-DAY ACTIVITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OCTAGRAM LLC | |||||||||||
| 5257 BEECHWOOD AVE | GURNEE | IL | 60031 | 881480183 | $50,000 | $0 | N/A | N/A | ACTUARIAL RESEARCH | ||
| THE ACTUARIAL FOUNDATION | |||||||||||
| PO BOX 736557 | CHICAGO | IL | 606736557 | 363968441 | $40,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE FOUNDATION. | 501(C)(3) | |
| RISK & REGULATORY CONSULTING LLC | |||||||||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | 454100320 | $35,100 | $0 | N/A | N/A | ACTUARIAL RESEARCH | ||
| NETWORK OF ACTUARIAL WOMEN AND ALLIES | |||||||||||
| 2724 W ARMITAGE AVENUE APT 2W | CHICAGO | IL | 60611 | 870858164 | $35,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION. | 501(C)(3) | |
| INTERNATIONAL ASSOCIATION OF BLACK ACTUARIES | |||||||||||
| PO BOX 24245 | CLEVELAND | OH | 44124 | 364305164 | $32,500 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION. | 501(C)(3) | |
| ORGANIZATION OF LATINO ACTUARIES | |||||||||||
| 200 EAST RANDOLPH STREET STE 5100 | CHICAGO | IL | 60601 | 822323567 | $20,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ORGANIZATION. | 501(C)(3) | |
| STEM MUSE PBC LLC | |||||||||||
| 5900 BALCONES DRIVE SUITE 100 | AUSTIN | TX | 78731 | 931158395 | $10,000 | $0 | N/A | N/A | ACTUARIAL RESEARCH | ||
| SOA RESEARCH INSTITUTE | |||||||||||
| 8770 W BRYN MAWR AVE SUITE 1000 | CHICAGO | IL | 606313516 | 362136422 | $10,000 | $0 | N/A | N/A | ACTUARIAL RESEARCH | 501(C)(3) | |
| GUY CARPENTER & COMPANY LLC | |||||||||||
| 1166 AVENUE OF THE AMERICAS 36TH | NEW YORK | NY | 100362708 | 362668272 | $8,333 | $0 | N/A | N/A | ACTUARIAL RESEARCH | FLOOR | |
| ILLINOIS STATE UNIVERSITY | |||||||||||
| CAMPUS BOX 2320 | NORMAL | IL | 61761 | 376014070 | $7,500 | $0 | N/A | N/A | ACTUARIAL RESEARCH | GOV'T | |
| THE UNIVERSITY OF ALABAMA | |||||||||||
| BOX 870135 | TUSCALOOSA | AL | 354870135 | 636001138 | $6,667 | $0 | N/A | N/A | ACTUARIAL RESEARCH | GOV'T | |
| SOCIETY OF HISPANIC PROFESSIONAL ENGINEERS | |||||||||||
| 13181 CROSSROADS PKWY N STE 220 | LA PUENTE | CA | 91746 | 721549994 | $6,000 | $0 | N/A | N/A | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION. | 501(C)(3) | |
| BENTLEY UNIVERSITY | |||||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | 041081650 | $6,000 | $0 | N/A | N/A | ACTUARIAL RESEARCH | 501(C)(3) | |
| UNIVERSITY OF TEXAS-DALLAS | |||||||||||
| 800 W CAMPBELL ROAD SP227 | RICHARDSON | TX | 75080 | 750926775 | $5,833 | $0 | N/A | N/A | ACTUARIAL RESEARCH | GOV'T | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH GRANT | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $10,833 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESEARCH GRANTS ARE ISSUED BASED ON CONTRACTS WITH CAS THAT SPECIFY MILESTONES AND DELIVERABLES. A SAMPLE AGREEMENT MAY STATE INITIAL PAYOUT UPON THE SIGNING OF CONTRACT, FOLLOWING PAYOUTS WILL BE CONDITIONED ON THE RECEIPT OF PAPER OR PAPER BEING PEER REVIEWED, FINAL PAYOUT WILL BE CONDITIONED ON THE RECEIPT OF FINAL PAPER, OR PAPER BEING PUBLISHED IN VARIANCE JOURNAL. | 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 (9 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 | $451,108 | $0 | $90,000 | $0 | $0 | $0 | $77,233 | $0 | $24,309 | $0 | $642,650 | $0 | $0 | $0 |
| TODD ROGERS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $282,016 | $0 | $26,400 | $0 | $0 | $0 | $93,784 | $0 | $28,196 | $0 | $430,396 | $0 | $0 | $0 |
| J MICHAEL BOA | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $264,161 | $0 | $23,400 | $0 | $0 | $0 | $84,249 | $0 | $17,392 | $0 | $389,202 | $0 | $0 | $0 |
| KENDALL WILLIAMS | ||||||||||||||
| STAFF ACTUARY | $235,450 | $0 | $20,900 | $0 | $0 | $0 | $23,211 | $0 | $24,517 | $0 | $304,078 | $0 | $0 | $0 |
| JOHN KLEINE | ||||||||||||||
| CHIEF GROWTH AND PRODUCT OFFICER | $220,300 | $0 | $21,100 | $0 | $0 | $0 | $21,941 | $0 | $23,568 | $0 | $286,909 | $0 | $0 | $0 |
| JOYCE NEVEROV | ||||||||||||||
| CHIEF BUSINESS OFFICER | $222,434 | $0 | $21,300 | $0 | $0 | $0 | $21,721 | $0 | $1,309 | $0 | $266,764 | $0 | $0 | $0 |
| KATHLEEN DEAN | ||||||||||||||
| DIRECTOR, MEETING SERVICES | $166,170 | $0 | $10,600 | $0 | $0 | $0 | $43,808 | $0 | $29,077 | $0 | $249,655 | $0 | $0 | $0 |
| ALICIA BURKE | ||||||||||||||
| ICAS DIRECTOR OF PORTFOLIO & PRODUCT | $161,754 | $0 | $11,800 | $0 | $0 | $0 | $15,094 | $0 | $7,813 | $0 | $196,461 | $0 | $0 | $0 |
| CARRIE CROSS | ||||||||||||||
| STRATEGY AND LEARNING PARTNER | $144,372 | $0 | $10,700 | $0 | $0 | $0 | $13,571 | $0 | $19,633 | $0 | $188,276 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT AND PRESIDENT-ELECT GET TO BRING A SPOUSE TO THE MEETINGS, WHICH HAS BEEN CUSTOMARY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | 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 BOARD DELEGATES THE REVIEW AND APPROVAL OF 990 FORMS TO AUDIT COMMITTEE. THE BOARD REVIEWS THE FORM AFTER IT IS FILED. |
| 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 15 | 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2021. IN 2024 CAS ESTABLISHED A HUMAN CAPITAL AND COMPENSATION COMMITTEE THAT PROVIDES INPUT ON CEO AND C-SUITE COMPENSATION PACKAGE." |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS 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 XI, LINE 9: | CHANGE IN PENSION LIABILITY -214,268. |
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) |
|---|---|---|
| EIN | 132967185 | EIN |
| 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 |