SOCIETY OF ACTUARIES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF ACTUARIES (EIN 36-2136422)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201342279349302974
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-15T13:34:52-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362136422 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Society of Actuaries | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 8477063500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N Martingale Road No 600 | AddressLine1 |
| City | Schaumburg | City |
| State | IL | State |
| ZIP Code | 601732252 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Greg Heidrich | Name |
| Title | Executive Director | Title |
| Phone | 8477063500 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wayne Harder | Name |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Greg Heidrich | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N Martingale Road No 600 | AddressLine1 |
| City | Schaumburg | City |
| State | IL | State |
| ZIP Code | 601732252 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 57799767 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.soa.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | The SOA, through research and education, advances actuarial knowledge and improves decision making to benefit society. We enhance the ability of actuaries to be trusted financial and business advisors on problems involving uncertain future events. We provide and ensure the integrity and relevance of our credentials. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 127 | TotalNbrEmployees |
| Total Nbr Volunteers | 3249 | TotalNbrVolunteers |
| Total Gross UBI | 132533 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 78839 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 41166758 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 44836997 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1552745 | InvestmentIncomePriorYear |
| Investment Income Current Year | 424149 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 176504 | OtherRevenuePriorYear |
| Other Revenue Current Year | 168984 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42896007 | TotalRevenuePriorYear |
| Total Revenue Current Year | 45430130 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1230885 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1998527 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13116087 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14226056 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11456 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24738594 | OtherExpensePriorYear |
| Other Expenses Current Year | 27051968 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 39085566 | TotalExpensesPriorYear |
| Total Expenses Current Year | 43276551 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3810441 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2153579 | RevenuesLessExpensesCY |
| Total Assets BOY | 46123560 | TotalAssetsBOY |
| Total Assets EOY | 53082871 | TotalAssetsEOY |
| Total Liabilities BOY | 12444199 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15848519 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 33679361 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 37234352 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The SOA, through research and education, advances actuarial knowledge and improves decision making to benefit society. We enhance the ability of actuaries to be trusted financial and business advisors on problems involving uncertain future events. We provide and ensure the integrity and relevance of our credentials. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10415197 | Expense |
| Grants | 1998527 | Grants |
| Revenue | 12258320 | Revenue |
| Description | The SOA is a membership organization with more than 24,000 members worldwide, making it the largest professional association of actuaries in the world. As part of its mission, the SOA provides rigorous and comprehensive education and testing to its members as part of the process of earning their credentials. As SOA credentialed members, they are equipped to provide important and valuable expertise and advice on a variety of risk management and financial security issues, including developing pension plans for businesses and public entities, consulting on building secure health and life insurance systems and providing risk management advice on an enterprise-wide level to many types of commercial organizations. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16096101 | Expense |
| Revenue | 25565005 | Revenue |
| Description | SOA's examinations include core topics common to all actuarial disciplines to ensure that all SOA members have broad knowledge of risk management and financial security issues that face businesses and individuals. Candidates for SOA membership also take exams that are specifically focused on a particular area of practice to ensure that they have the detailed knowledge to provide to the organizations and public the highest level of expertise in their chosen practice. This comprehensive and rigorous educational system develops actuaries who are able to deliver expertise with the high standards that meet the needs of individuals, commercial and public organizations and the public at large, relieving public or governmental organizations from having to provide such educational oversight. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5610549 | Expense |
| Revenue | 5750214 | Revenue |
| Description | The SOA conducts various events and professional development opportunities to ensure continued professional growth and excellence for its actuaries. SOA members are required to meet a defined level of continuing education annually in order to maintain their credential. This requirement assures that all SOA members, even those who initially earned their credential years earlier, stay current on the latest actuarial practices, knowledge and research - and the ever-evolving societal issues that require actuarial expertise. This lifelong learning supports actuaries as they provide expert advice and relevant solutions for financial, business and societal problems. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6320716 | Expense |
| Revenue | 1265033 | Revenue |
| Description | SOA research serves an important public and societal service by providing a valuable contribution to the body of knowledge in the various areas of actuarial science. This includes (but is not limited to) leading-edge research on retirement risks for individuals, the cost of healthcare and leading emerging risks for businesses. The SOA is also the leading provider of experience studies, which are widely used by actuaries to develop financially secure insurance systems. Many outputs of SOA research are also referenced by policymakers for valuable background and insight as they develop legislation to meet public needs in relevant areas. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6320716 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1265033 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 38442563 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 150 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 127 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stacy DR Lin | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8477063500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N Martingale Drive Suite 600 | AddressLine1 |
| City | Schaumburg | City |
| State | IL | State |
| ZIP Code | 601732252 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Joan Barrett | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey Beckley | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Sue Blanck | ||||||||
| board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jeremy Brown | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Daniel Cassidy | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Ian Duncan | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| William Falk | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Andy Ferris | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Mark Freedman | ||||||||
| President-Elect | 1.00 | X | 0 | 0 | 0 | X | ||
| C Ian Genno | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Gaetano Geretto | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jennifer Gillespie | ||||||||
| Secretary/Treasurer | 1.00 | X | 0 | 0 | 0 | X | ||
| Jeremy Gold | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Abraham Gootzeit | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Peggy Hauser | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| R Evan Inglis | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Tonya Manning | ||||||||
| President | 1.00 | X | 0 | 0 | 0 | X | ||
| S Michael McLaughlin | ||||||||
| Penultimate President | 1.00 | X | 0 | 0 | 0 | X | ||
| Kory Olsen | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Valerie Paganelli | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Susan Pantely | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Ronald Poon-Affat | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Craig Reynolds | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Marcus Robertson | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Francis Sabatini | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Susan Sames | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Donald Segal | ||||||||
| Past President | 1.00 | X | 0 | 0 | 0 | X | ||
| Sudha Shenoy | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Bradley Smith | ||||||||
| President | 1.00 | X | 0 | 0 | 0 | X | ||
| Martine Sohier | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Thomas Terry | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jim Toole | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Darryl Wagner | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Donna Weninger | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Larry Bruning | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Greg Heidrich | ||||||||
| Executive Director | 40.00 | 381334 | 0 | 44163 | X | |||
| Stacy Lin | ||||||||
| Deputy ED/CFO | 40.00 | 273951 | 0 | 43869 | X | |||
| Richard Veys | ||||||||
| General Counsel | 40.00 | 231527 | 0 | 30576 | X | |||
| Kenneth Guthrie | ||||||||
| MD of Education | 40.00 | 229837 | 0 | 40555 | X | |||
| Michael Boot | ||||||||
| MD of SPA | 40.00 | 220458 | 0 | 37543 | X | |||
| Margaret Ann Jordan | ||||||||
| MD of Strategy & International | 40.00 | 218081 | 0 | 32979 | X | |||
| Stuart Klugman | ||||||||
| Sr Staff Actuary | 40.00 | 210250 | 0 | 28162 | X | |||
| Emily Kessler | ||||||||
| Sr Staff Actuary | 40.00 | 209675 | 0 | 28628 | X | |||
| Bruce Iverson | ||||||||
| MD of Research | 40.00 | 195839 | 0 | 31150 | X | |||
| Sara Teppema | ||||||||
| Sr Staff Actuary | 40.00 | 193175 | 0 | 36754 | X | |||
| Cynthia MacDonald | ||||||||
| Sr Experience Studies Actuary | 40.00 | 178474 | 0 | 34601 | X | |||
| Andrew Peterson | ||||||||
| Staff Actuary | 40.00 | 173809 | 0 | 34281 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2716410 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 423261 | TotalOtherCompensation |
| Number Individuals GT100 K | 32 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Prometric | |||||
| PO Box 223608 | Pittsburgh | PA | 15251 | Host Test Centers | 4545365 |
| Burson-Marsteller | |||||
| 222 Merchandise Mart Plaza | Chicago | IL | 60654 | Marketing Consultant | 991156 |
| MIB | |||||
| 160 University Avenue | Westwood | MA | 02284 | Experience Studies | 716636 |
| Slack and Company | |||||
| 233 N Michigan Ave | Chicago | IL | 60601 | Marketing Consultant | 581477 |
| TMA Resources | |||||
| 1919 Gallows Road | Vienna | VA | 22182 | IT System Support | 471043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Examination Fees | 611710 | 25565005 | 25565005 |
| Membership Dues | 611710 | 11868916 | 11868916 |
| Meeting Registrations | 611710 | 5750214 | 5750214 |
| Research Income | 541900 | 1299909 | 1299909 |
| Sponsorships | 541800 | 341450 | 341450 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11503 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11503 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 44836997 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 591046 | TotalRevenueColumn |
| Exclusion | $591,046 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34876 | TotalRevenueColumn |
| Exclusion | $34,876 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12202740 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12369637 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -166897 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -166897 | TotalRevenueColumn |
| Exclusion | -$166,897 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Website-Joblink | 541800 | 120646 | 120646 | |
| Mailing Labels | 541800 | 11887 | 11887 | |
| Centers of Excellence | 541800 | 1575 | 1575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 134108 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45430130 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44838572 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 132533 | UnrelatedBusinessRevenue |
| Exclusion | $459,025 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1303449 | Total |
| Program Services | 1303449 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321403 | Total |
| Program Services | 321403 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373675 | Total |
| Program Services | 373675 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3139669 | Total |
| Program Services | 2543132 | ProgramServices |
| Management And General | 596537 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8200399 | Total |
| Program Services | 6642323 | ProgramServices |
| Management And General | 1548944 | ManagementAndGeneral |
| Fundraising | 9132 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956994 | Total |
| Program Services | 796489 | ProgramServices |
| Management And General | 159734 | ManagementAndGeneral |
| Fundraising | 771 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1165939 | Total |
| Program Services | 970391 | ProgramServices |
| Management And General | 194609 | ManagementAndGeneral |
| Fundraising | 939 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 763055 | Total |
| Program Services | 635078 | ProgramServices |
| Management And General | 127363 | ManagementAndGeneral |
| Fundraising | 614 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294778 | Total |
| Program Services | 222987 | ProgramServices |
| Management And General | 71791 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82825 | Total |
| Management And General | 82825 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7261194 | Total |
| Program Services | 7166825 | ProgramServices |
| Management And General | 94369 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4658099 | Total |
| Program Services | 4429850 | ProgramServices |
| Management And General | 228249 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 983271 | Total |
| Program Services | 857945 | ProgramServices |
| Management And General | 125326 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3682343 | Total |
| Program Services | 3356155 | ProgramServices |
| Management And General | 326188 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3984614 | Total |
| Program Services | 3666244 | ProgramServices |
| Management And General | 318370 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1651725 | Total |
| Program Services | 1651725 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241740 | Total |
| Program Services | 206220 | ProgramServices |
| Management And General | 35520 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Equipment Maintenance | 1723275 | 1402332 | 320943 |
| International Relations | 392824 | 392824 | |
| Honoraria | 236593 | 232893 | 3700 |
| Hong Kong Joint Office | 216499 | 216499 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1642188 | Total |
| Program Services | 1054124 | ProgramServices |
| Management And General | 588064 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43276551 | Total |
| Program Services | 38442563 | ProgramServices |
| Management And General | 4822532 | ManagementAndGeneral |
| Fundraising | 11456 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1706463 | BOY |
| EOY | 2407358 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3071702 | BOY |
| EOY | 5392072 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1114985 | BOY |
| EOY | 1229301 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208732 | BOY |
| EOY | 178279 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675108 | BOY |
| EOY | 928387 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12418093 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8899662 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3812049 | BOY |
| EOY | 3518431 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35158466 | BOY |
| EOY | 38889807 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376055 | BOY |
| EOY | 539236 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46123560 | BOY |
| EOY | 53082871 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5913235 | BOY |
| EOY | 8220825 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6530964 | BOY |
| EOY | 7627694 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12444199 | BOY |
| EOY | 15848519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33679361 | BOY |
| EOY | 37234352 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33679361 | BOY |
| EOY | 37234352 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46123560 | BOY |
| EOY | 53082871 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2153579 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1401412 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36698991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35338817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38475849 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41166758 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44836997 | CurrentTaxYear |
| Total | 196517412 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36698991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35338817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38475849 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41166758 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44836997 | CurrentTaxYear |
| Total | 196517412 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16155 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19265 | CurrentTaxYear |
| Total | 84990 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16155 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19265 | CurrentTaxYear |
| Total | 84990 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 196432422 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 765963 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 360385 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 290833 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 525140 | CurrentTaxYearMinus1Year |
| Current Tax Year | 625922 | CurrentTaxYear |
| Total | 2568243 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 765963 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 360385 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 290833 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 525140 | CurrentTaxYearMinus1Year |
| Current Tax Year | 625922 | CurrentTaxYear |
| Total | 2568243 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38042 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 90435 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109103 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87599 | CurrentTaxYear |
| Total | 448965 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 193495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50817 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27315 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1575 | CurrentTaxYear |
| Total | 273202 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37502996 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36016483 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38907934 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41828316 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45552093 | CurrentTaxYear |
| Total | 199807822 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98310 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97970 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01290 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01590 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Schedule A, Part IV, Supplemental Information: Other Income, Part III, Line 12: Description: Mailing Labels 2009: 15,361 2010: 22,345 2011: 0 2012: 0 Description: Website 2009: 134,107 2010: 0 2011: 0 2012: 0 Description: Centers of Excellence 2009: 22,500 2010: 13,500 2011: 4,500 2012: 1,575 Description: Miscellaneous 2009: 21,527 2010: 14,972 2011: 22,815 2012: 0 | GeneralExplanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1060132 | OtherCostOrOtherBasis |
| Depreciation | 222374 | Depreciation |
| Book Value | 837758 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7693521 | OtherCostOrOtherBasis |
| Depreciation | 5928921 | Depreciation |
| Book Value | 1764600 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3664440 | OtherCostOrOtherBasis |
| Depreciation | 2748367 | Depreciation |
| Book Value | 916073 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3518431 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 46831542 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1401412 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1401412 | RevenueNotRptdF990 |
| Revenue Subtotal | 45430130 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 45430130 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 43276551 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 43276551 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 43276551 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| Explanation | The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Society may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Society and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position were measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There are no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented in these financial statements. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| North America | 1 | 3 | Grants to Recipients | Educational or Research | 342925 |
| Europe | 0 | 0 | Grants to Recipients | Educational or Research | 15850 |
| East Asia and Pacific | 1 | 1 | Grants to Recipients | Educational or Research | 14900 |
| Central America | 0 | 0 | Program Service | Education | 31733 |
| North America | 1 | 3 | Program Service | Education | 391076 |
| East Asia and Pacific | 1 | 1 | Program Service | Education | 40658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 4 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 8 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 4 | TotalNumberOfOffices |
| Total Number Of Employees | 8 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 837142 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 837142 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|---|
| North America | Educational Grant | 99000 | Check | n/a | n/a | |
| North America | Research Grant | 5188 | Check | n/a | n/a | |
| North America | Research Grant | 22500 | Check | n/a | n/a | |
| North America | Research Grant | 10000 | Check | n/a | n/a | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 3 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Research Grants | East Asia and Pacific | 2 | 9500 | Check | n/a | n/a |
| Research Grants | Europe | 4 | 5950 | Check | n/a | n/a |
| Research Grants | North America | 13 | 30163 | Check | n/a | n/a |
| Educational Scholarships | North America | 9 | 130400 | Check | n/a | n/a |
| Educational Scholarships | East Asia and Pacific | 2 | 400 | Check | n/a | n/a |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Procedure for Monitoring Grants Outside the U.S.: | Schedule F, Part I, Line 2: All educational grants state that the funds are to be used for educational expenses. Each educational grant is monitored by staff for compliance with the requirements of the program. The review, selection, and monitoring of research grants is conducted by a project oversight group (POG) and recipients are required to submit progress reports. |
| Schedule F, Part II, Line 1: All grants are recorded based on the accrual method of accounting. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| Univ of Wisconsin | ||||||||||
| Office of Research Sponsorships | Milwaukee | WI | 53278 | 396006492 | 501(c)3 | 105073 | n/a | n/a | Educational Grant | |
| Georgia State University | ||||||||||
| 35 Broad Street | Atlanta | GA | 30303 | 581845423 | 501(c)3 | 52820 | n/a | n/a | Educational Grant | |
| Temple University | ||||||||||
| PO Box 824242 | Philadelphia | PA | 19122 | 231365971 | 501(c)3 | 99743 | n/a | n/a | Educational Grant | |
| Howard University | ||||||||||
| 2600 6th Street NW | Washington | DC | 20059 | 530204707 | 501(c)3 | 15000 | n/a | n/a | Educational Grant | |
| Risk Lighthouse LLC | ||||||||||
| 950 E Paces Ferry Road | Atlanta | GA | 30326 | 202325962 | 90000 | n/a | n/a | Research Grant | ||
| Rudolph Financial Consulting LLC | ||||||||||
| 5002 S 237 Circle | Elkhorn | WI | 68022 | 205431956 | 15000 | n/a | n/a | Research Grant | ||
| PricewaterhouseCoopers LLP | ||||||||||
| PO Box 75647 | Chicago | IL | 60675 | 134008324 | 73000 | n/a | n/a | Research Grant | ||
| Board of Regent U of WI | ||||||||||
| UW Madison | Milwaukee | WI | 53278 | 396006492 | 115 | 17200 | n/a | n/a | Research Grant | |
| AFR Consulting LLC | ||||||||||
| 5948 Annie Oakley Road | Hidden Hills | CA | 91302 | 743260657 | 16628 | n/a | n/a | Research Grant | ||
| Simergy Consulting | ||||||||||
| 405 Lexington Ave | New York | NY | 27705 | 272080906 | 39959 | n/a | n/a | Research Grant | ||
| Towers Watson | ||||||||||
| PO Box 8500 | Philadelphia | PA | 19178 | 231159360 | 60000 | n/a | n/a | Research Grant | ||
| RAASKR LLC | ||||||||||
| 2917 Country Point Court | Wildwood | MO | 63038 | 260142985 | 20000 | n/a | n/a | Research Grant | ||
| Kamakura Corp | ||||||||||
| 2222 Kalakaua Ave | Honolulu | HI | 96815 | 990354276 | 50000 | n/a | n/a | Research Grant | ||
| Deloitte Consulting LLP | ||||||||||
| PO Box 7247-6447 | Philadelphia | PA | 19170 | 061454513 | 20500 | n/a | n/a | Research Grant | ||
| Ernst & Young | ||||||||||
| 3712 Solutions Center | Chicago | IL | 60677 | 346565596 | 45000 | n/a | n/a | Research Grant | ||
| WZ Research & Consulting | ||||||||||
| 17 Black Oak Drive | West Granby | CT | 06090 | 141424435 | 43500 | n/a | n/a | Research Grant | ||
| Anna Rappaport Consulting | ||||||||||
| 17 East Division Street | Chicago | IL | 60610 | 203930649 | 12126 | n/a | n/a | Research Grant | ||
| Mathew Greenwald & Assoc | ||||||||||
| 4201 Connecticut Ave | Washington | DC | 20008 | 521407743 | 67500 | FMV | Printing Service | Research Grant | 8685 | |
| Milliman | ||||||||||
| 71 South Wacker Drive | Chicago | IL | 60606 | 910675641 | 363500 | n/a | n/a | Research Grant | ||
| Optuminsight | ||||||||||
| PO Box 86 | Minneapolis | MN | 55486 | 411858498 | 45000 | n/a | n/a | Research Grant | ||
| Jefferson School of Popul | ||||||||||
| 1015 Walnut Street | Phildelphia | PA | 19107 | 231352651 | 15000 | n/a | n/a | Research Grant | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 18 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Research Grants | 71 | 152800 | 0 | n/a | n/a |
| Educational Grants | 40 | 168603 | 0 | n/a | n/a |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: All educational grants state that the funds are to be used for educational expenses. Each educational grant is monitored by staff for compliance with the requirements of the program. The review, selection, and monitoring of research grants is conducted by a project oversight group (POG) and recipients are required to submit progress reports. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Greg Heidrich | ||||||||||||||
| Executive Director | 343929 | 0 | 37405 | 0 | 0 | 0 | 25000 | 0 | 19163 | 0 | 425497 | 0 | 0 | 0 |
| Stacy Lin | ||||||||||||||
| Deputy ED/CFO | 246656 | 0 | 27295 | 0 | 0 | 0 | 25000 | 0 | 18869 | 0 | 317820 | 0 | 0 | 0 |
| Richard Veys | ||||||||||||||
| General Counsel | 223544 | 0 | 7983 | 0 | 0 | 0 | 23177 | 0 | 7399 | 0 | 262103 | 0 | 0 | 0 |
| Kenneth Guthrie | ||||||||||||||
| MD of Education | 207837 | 0 | 22000 | 0 | 0 | 0 | 23685 | 0 | 16870 | 0 | 270392 | 0 | 0 | 0 |
| Michael Boot | ||||||||||||||
| MD of SPA | 201332 | 0 | 19126 | 0 | 0 | 0 | 22341 | 0 | 15202 | 0 | 258001 | 0 | 0 | 0 |
| Margaret Ann Jordan | ||||||||||||||
| MD of Strategy & International | 196628 | 0 | 21453 | 0 | 0 | 0 | 22189 | 0 | 10790 | 0 | 251060 | 0 | 0 | 0 |
| Stuart Klugman | ||||||||||||||
| Sr Staff Actuary | 189928 | 0 | 20322 | 0 | 0 | 0 | 21020 | 0 | 7142 | 0 | 238412 | 0 | 0 | 0 |
| Emily Kessler | ||||||||||||||
| Sr Staff Actuary | 192608 | 0 | 17067 | 0 | 0 | 0 | 21431 | 0 | 7197 | 0 | 238303 | 0 | 0 | 0 |
| Bruce Iverson | ||||||||||||||
| MD of Research | 195839 | 0 | 0 | 0 | 0 | 0 | 15445 | 0 | 15705 | 0 | 226989 | 0 | 0 | 0 |
| Sara Teppema | ||||||||||||||
| Sr Staff Actuary | 174108 | 0 | 19067 | 0 | 0 | 0 | 20487 | 0 | 16267 | 0 | 229929 | 0 | 0 | 0 |
| Cynthia MacDonald | ||||||||||||||
| Sr Experience Studies Actuary | 162243 | 0 | 16231 | 0 | 0 | 0 | 18739 | 0 | 15862 | 0 | 213075 | 0 | 0 | 0 |
| Andrew Peterson | ||||||||||||||
| Staff Actuary | 162115 | 0 | 11694 | 0 | 0 | 0 | 18035 | 0 | 16246 | 0 | 208090 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | The lesser of first class or business class travel is allowed on flights longer than 7 hours and outside of the US and Canada. It is a reimbursable business expense and therefore, not taxable compensation. Spousal travel is allowed for the President and President-Elect and is treated as taxable compensation. In order to promote a healthy lifestyle, health club dues are provided up to $120 per calendar year and are treated as taxable compensation. |
| Part I, Line 4a | Bruce Iverson received a severance payment of $44,294. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
Name Of Interested Business NameOfInterestedBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milliman Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Organization | Bradley Smith is current chairman of Milliman Inc. | RelationshipWithOrganization |
| Amount Of Grant | 363500 | AmountOfGrant |
| Type Of Assistance | Grant | TypeOfAssistance |
| Purpose Of Assistance | Research | PurposeOfAssistance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | The organization has over 24,000 members who pay dues annually. | |
| Form 990, Part VI, Section A, line 7a | The organization has an annual election in which most members have the opportunity to participate and vote on Board members. | |
| Form 990, Part VI, Section A, line 7b | The Bylaws may be altered, amended, or repealed and new Bylaws may be adopted by an affirmative vote of two-thirds of the entire Board of Directors; but provisions affecting the substantive rights of the SOA's members also require the affirmative vote of two-thirds or at least twenty-five percent of Fellows, if at a meeting, or a majority of Fellows entitled to vote, if in writing. | |
| Form 990, Part VI, Section B, line 11 | The return was prepared by the organization and was reviewed by our outside tax advisor. The Audit Committee then reviewed the return with our outside tax advisor and provided further comments before they approved it for filing with the IRS. This review conducted by the Audit Committee is consistent with their duties as outlined in their charter. | |
| Form 990, Part VI, Section B, line 12c | Any individual involved in an SOA activity or decision-making process has an obligation to disclose annually any conflicting or potentially conflicting personal, professional or business interest he or she may have, directly or indirectly, with the affected activity or decision. All forms are collected by the appropriate internal staff member. Participants remain under a continuing obligation to report conflicts as they arise. The Board may require regular reporting at the start of Board, committee, Section Council and other meetings. If it is determined that a conflict of interest exists, the matter is then brought to the Executive Director, who serves as the SOA Conflicts Administrator. The Conflicts Administrator in consultation with legal counsel and/or the Leadership Team, assesses the significance of a given interest or relationship to the SOA and determines the appropriate action. If the individual cannot otherwise resolve the conflict, the Leadership Team may require any action it deems appropriate, including recusal from voting on the matter, complete recusal from a portion of the meeting or from other consideration of the subject matter, or replacing the individual in the affected position or activity. | |
| Form 990, Part VI, Section B, line 15 | A compensation study is performed every other year to complete a market comparison study for all positions of the organization. Additionally, market data is gathered each year to determine the annual compensation adjustment for all employees. The Presidential officers and the Secretary/Treasurer, with input from the Board, are responsible for determining compensation and benefits for the Executive Director after reviewing comparable data from several independent sources. Additionally, the Presidential officers and the Secretary/Treasurer review management's recommendation for annual compensation adjustments for officers and key employees. Discussion and process are contemporaneously documented in the minutes. | |
| Form 990, Part VI, Section C, line 19 | Governing documents are available on the website, soa.org. Financial statements may be requested from management. | |
| Form 990, Part VI, Section B, Line 16B: | The organization participates in a joint venture with a state university and a for-profit company. The organization believes that the activities of the joint venture further their exempt purpose of education and research. All activities of the joint venture were evaluated at the time of formation and are periodically reevaluated for compliance with federal tax laws and federal tax exempt status. | |
| Form 990, Part IX, line 11g | Consultants : Program service expenses 1,678,341. Management and general expenses 94,369. Fundraising expenses 0. Total expenses 1,772,710. Host for Test Centers: Program service expenses 4,590,176. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,590,176. Experience Studies: Program service expenses 898,308. Management and general expenses 0. Fundraising expenses 0. Total expenses 898,308. | Other Fees |
| Form 990, Part XI | Unrealized gain on Investment, 1,401,412. |