SOCIETY OF ACTUARIES: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF ACTUARIES (EIN 36-2136422)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349304817
- Schema version
- 2010v3.4
- 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 | 2011-11-15T12:00:09-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM McGladrey Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S Wacker Drive Suite 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 | 2010-01-01 | 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 | Stacy DR Lin | Name |
| Title | Deputy Executive Director/CFO | Title |
| Phone | 8477063500 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wayne Harder | Name |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 38937221 | 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 Society's mission is to advance actuarial knowledge and to enhance the ability of actuaries to provide expert advice and relevant solutons for financial, business, and societal problems involving uncertain future events. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 125 | TotalNbrEmployees |
| Total Nbr Volunteers | 3091 | TotalNbrVolunteers |
| Total Gross UBI | 119722 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 90435 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10737378 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11056771 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25116478 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27419433 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 360385 | InvestmentIncomePriorYear |
| Investment Income Current Year | 290833 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 193495 | OtherRevenuePriorYear |
| Other Revenue Current Year | 170184 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36407736 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38937221 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 936736 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1028427 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11644383 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12792655 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10852 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22405662 | OtherExpensePriorYear |
| Other Expenses Current Year | 21240689 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34986781 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35061771 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1420955 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3875450 | RevenuesLessExpensesCY |
| Total Assets BOY | 37638543 | TotalAssetsBOY |
| Total Assets EOY | 43424870 | TotalAssetsEOY |
| Total Liabilities BOY | 11076835 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12181432 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 26561708 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31243438 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Society's mission is to advance actuarial knowledge and to enhance the ability of actuaries to provide expert advice and relevant solutions for financial, business, and societal problems involving uncertain future events. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7881376 | Expense |
| Grants | 1028427 | Grants |
| Revenue | 348654 | Revenue |
| Description | Member dues of $11,056,771 are a principal revenue source for the SOA. Annual payment of membership dues are principally used to fund the SOA's daily organizational operations and the costs of providing services to members. SOA publications provide various forums for the dissemination of actuarial thought leadership to the association's more than 22,800 members, its candidates and the general public, who benefit from the insights of the actuarial profession. Publications include, but are not limited to, The Actuary, The North American Actuarial Journal, SOA News Today, specialty newsletters and educational books. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12986565 | Expense |
| Grants | 0 | Grants |
| Revenue | 20125425 | Revenue |
| Description | Examinations - Conduct actuarial examinations which enable the actuary to carry out his/her responsibility in a competent, professional and ethical manner. Serves approximately 35,000 members/candidates. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5356204 | Expense |
| Grants | 0 | Grants |
| Revenue | 5919268 | Revenue |
| Description | Continuing education - educational meetings to advance knowledge of actuarial science and to promote the maintenance of high standards of competence and professionalism among the actuaries who serve key constituents, including the general public. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4829019 | Expense |
| Grants | 0 | Grants |
| Revenue | 1076548 | Revenue |
| Description | Research-Conduct research activities in actuarial science, publish results to promote and maintain high standards of competence in the actuarial profession and advance actuarial knowledge. Serves approximately 22,000 members and the general public. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4829019 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1076548 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 31053164 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 127 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 125 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 0 | InvestmentInJointVenture |
| 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 (40 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 |
|---|---|---|---|---|---|---|---|---|
| Al Klein | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Alice Rosenblatt | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Anne Button | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Bruce Schobel | ||||||||
| Penulltimate President | 1.00 | X | 0 | 0 | 0 | X | ||
| C Ian Genno | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Cecil Bykerk | ||||||||
| Past President | 1.00 | X | 0 | 0 | 0 | X | ||
| Christopher Fievoli | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Donald Segal | ||||||||
| President Elect | 1.00 | X | 0 | 0 | 0 | X | ||
| Errol Cramer | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| James Glickman | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey Beckley | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey G Allen | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jennifer Gillespie | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Jim Toole | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| John O Nigh | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Mark Freedman | ||||||||
| Secretary/Treasury | 1.00 | X | 0 | 0 | 0 | X | ||
| Martine Sohier | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Phillip Gold | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| R Dale Hall | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Ronald Poon-Affat | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| S Michael McLaughlin | ||||||||
| President | 1.00 | X | 0 | 0 | 0 | X | ||
| Sim Segal | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Steven Easson | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Thomas S Terry | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Thomas Bakos | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Tonya Manning | ||||||||
| Vice-President | 1.00 | X | 0 | 0 | 0 | |||
| Valerie Paganelli | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| William Falk | ||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |||
| Greg Heidrich | ||||||||
| Executive Director | 40.00 | 339082 | 0 | 45006 | X | |||
| Stacy Lin | ||||||||
| Deputy ED/CFO | 40.00 | 323249 | 0 | 44687 | X | |||
| Richard Veys | ||||||||
| General Counsel | 40.00 | 220283 | 0 | 18776 | X | |||
| Kenneth Guthrie | ||||||||
| MD of Education | 40.00 | 206572 | 0 | 38017 | X | |||
| Margaret Ann Jordan | ||||||||
| MD of Strategy | 40.00 | 204254 | 0 | 32336 | X | |||
| Emily Kessler | ||||||||
| Staff Actuary | 40.00 | 206013 | 0 | 28422 | X | |||
| Michael Boot | ||||||||
| MD of AMS | 40.00 | 202816 | 0 | 36205 | X | |||
| Robert Wolf | ||||||||
| Staff Actuary | 40.00 | 193397 | 0 | 39364 | X | |||
| Bruce Iverson | ||||||||
| MD of Research | 40.00 | 185528 | 0 | 38671 | X | |||
| Stuart Klugman | ||||||||
| Staff Actuary | 40.00 | 187436 | 0 | 17917 | X | |||
| Steve Siegel | ||||||||
| Staff Actuary | 40.00 | 177152 | 0 | 37814 | X | |||
| Sara Teppema | ||||||||
| Staff Actuary | 40.00 | 178101 | 0 | 28535 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2623883 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 405750 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | 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 | 2968471 |
| Golin Harris | |||||
| 111 East Wacker Drive | Chicago | IL | 60601 | Consulting | 1048177 |
| TMA Resources | |||||
| 1919 Gallows Road | Vienna | VA | 22182 | Computer Consultant | 636542 |
| Audio Visual One Ltd | |||||
| 9611 W Foster Ave | Schiller Park | IL | 60176 | AV Services | 403685 |
| MIB | |||||
| 160 University Avenue | Westwood | MA | 02284 | Experience Studies | 399228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 32 | NumberOfContractorsGT100K |
| Membership Dues | 11056771 | MembershipDues |
| Total Contributions | 11056771 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Examination Fees | 611710 | 20125425 | 20125425 | |
| Meeting Registration | 611710 | 5919268 | 5919268 | |
| Research Income | 541900 | 1076548 | 1076548 | |
| Sponsorships | 541800 | 283740 | 283740 | |
| Publications | 511190 | 14452 | 14097 | 355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27419433 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 290833 | TotalRevenueColumn |
| Exclusion | $290,833 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Website-Joblink | 541800 | 119367 | 119367 | |
| Mailing Labels | 541800 | 22345 | 22345 | |
| Centers of Excellence | 541800 | 13500 | 13500 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14972 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14972 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 170184 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38937221 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27469895 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 119722 | UnrelatedBusinessRevenue |
| Exclusion | $290,833 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 678614 | Total |
| Program Services | 678614 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235098 | Total |
| Program Services | 235098 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114715 | Total |
| Program Services | 114715 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3080588 | Total |
| Program Services | 2495276 | ProgramServices |
| Management And General | 585312 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7026471 | Total |
| Program Services | 5935313 | ProgramServices |
| Management And General | 1082584 | ManagementAndGeneral |
| Fundraising | 8574 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 890543 | Total |
| Program Services | 744439 | ProgramServices |
| Management And General | 145349 | ManagementAndGeneral |
| Fundraising | 755 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1084981 | Total |
| Program Services | 906977 | ProgramServices |
| Management And General | 177084 | ManagementAndGeneral |
| Fundraising | 920 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710072 | Total |
| Program Services | 593576 | ProgramServices |
| Management And General | 115893 | ManagementAndGeneral |
| Fundraising | 603 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328516 | Total |
| Program Services | 223392 | ProgramServices |
| Management And General | 105124 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78706 | Total |
| Management And General | 78706 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1243142 | Total |
| Program Services | 1206157 | ProgramServices |
| Management And General | 36985 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3670927 | Total |
| Program Services | 3495676 | ProgramServices |
| Management And General | 175251 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 998871 | Total |
| Program Services | 854035 | ProgramServices |
| Management And General | 144836 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2885447 | Total |
| Program Services | 2584113 | ProgramServices |
| Management And General | 301334 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3442239 | Total |
| Program Services | 3239366 | ProgramServices |
| Management And General | 202873 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1645614 | Total |
| Program Services | 1555865 | ProgramServices |
| Management And General | 89749 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257014 | Total |
| Program Services | 216510 | ProgramServices |
| Management And General | 40504 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Host for test centers | 2959903 | 2959903 | |
| Equipment maintenance | 978913 | 795350 | 183563 |
| Experience studies | 650934 | 650934 | |
| International relations | 311075 | 311075 | |
| Honoraria | 251873 | 251724 | 149 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1537515 | Total |
| Program Services | 1005056 | ProgramServices |
| Management And General | 532459 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35061771 | Total |
| Program Services | 31053164 | ProgramServices |
| Management And General | 3997755 | ManagementAndGeneral |
| Fundraising | 10852 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385873 | BOY |
| EOY | 488499 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17407394 | BOY |
| EOY | 25949321 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1280168 | BOY |
| EOY | 1097400 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241512 | BOY |
| EOY | 208572 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 630873 | BOY |
| EOY | 441530 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11754935 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8035007 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3768874 | BOY |
| EOY | 3719928 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13810168 | BOY |
| EOY | 11405565 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113681 | BOY |
| EOY | 114055 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37638543 | BOY |
| EOY | 43424870 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5428553 | BOY |
| EOY | 6247241 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5648282 | BOY |
| EOY | 5934191 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11076835 | BOY |
| EOY | 12181432 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26561708 | BOY |
| EOY | 31243438 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26561708 | BOY |
| EOY | 31243438 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37638543 | BOY |
| EOY | 43424870 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3875450 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 806280 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9226046 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9829696 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10410663 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10737378 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11056771 | CurrentTaxYear |
| Total | 51260554 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25230274 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24768816 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26288328 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24601439 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27419078 | CurrentTaxYear |
| Total | 128307935 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34456320 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34598512 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36698991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35338817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38475849 | CurrentTaxYear |
| Total | 179568489 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24870 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15640 | CurrentTaxYear |
| Total | 100910 | 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 | 24870 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15640 | CurrentTaxYear |
| Total | 100910 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 179467579 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1072424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1075890 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765963 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 360385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 290833 | CurrentTaxYear |
| Total | 3565495 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1072424 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1075890 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765963 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 360385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 290833 | CurrentTaxYear |
| Total | 3565495 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 145600 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 125594 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38042 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 123786 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90435 | CurrentTaxYear |
| Total | 523457 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 193495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50817 | CurrentTaxYear |
| Total | 244312 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35674344 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35799996 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37502996 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36016483 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38907934 | CurrentTaxYear |
| Total | 183901753 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97590 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97290 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01940 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02240 | 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 Description: Website 2009: 134,107 2010: 0 Description: Centers of Excellenance 2009: 22,500 2010: 13,500 Description: Miscellaneous 2009: 21,527 2010: 14,972 | GeneralExplanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 375449 | OtherCostOrOtherBasis |
| Depreciation | 165206 | Depreciation |
| Book Value | 210243 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5218851 | OtherCostOrOtherBasis |
| Depreciation | 4106007 | Depreciation |
| Book Value | 1112844 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6160635 | OtherCostOrOtherBasis |
| Depreciation | 3763794 | Depreciation |
| Book Value | 2396841 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3719928 | TotalOfBookValueLandBuildings |
| Total Revenue | 38937221 | TotalRevenue |
| Total Expenses | 35061771 | TotalExpenses |
| Excess Or Deficit For Year | 3875450 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 806280 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 806280 | TotalAdjustments |
| Excess Or Deficit Per FS | 4681730 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 39743501 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 806280 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 806280 | RevenueNotRptdF990 |
| Revenue Subtotal | 38937221 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38937221 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35061771 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35061771 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35061771 | TotalExpensesPerForm990 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| North America | 0 | 129 | Grants to recipients | Educational or research | 96548 |
| Europe | 0 | 0 | Grants to recipients | Educational or research | 13667 |
| East Asia and Pacific | 1 | 1 | Program Services | Education | 280489 |
| North America | 0 | 0 | Program Services | Education | 445900 |
| Europe | 0 | 0 | Program Services | Education | 121000 |
| Sub-Sahara Africa | 0 | 0 | Program Services | Education | 121850 |
| North America | 0 | 0 | Program Services | Education | 33000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 130 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 130 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1112454 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1112454 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| EUROPE | Research Grant | 10000 | Check | 0 | n/a | n/a |
| North America | Research Grant | 20000 | Check | 0 | n/a | n/a |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 4 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| Research Grants | Europe (Including Iceland & Greenland) | 2 | 2667 | Check | 0 | n/a | n/a |
| Research Grants | EAST ASIA & PACIFIC | 2 | 1500 | Check | 0 | 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 | Return ReferenceReturnReference |
|---|---|---|
| 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. The review, selection, and monitoring of research grants is conducted by a project oversight group (POG) and progress is tracked. | |
| Other Information | Part II, Line 1: All grants are recorded based on the accrual method of accounting. | Schedule F, Part V |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (23 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|---|---|
| Behaviroal Research Assoc | ||||||||||
| 1740 Ridge Ave Suite 216 | Evanston | IL | 60201 | 205408964 | 11800 | 0 | n/a | n/a | Research Grant | |
| Board of Regents U of W | ||||||||||
| Office of Research and Sponsorship | Milwaukee | WI | 53278 | 396006492 | 22420 | 0 | n/a | n/a | Research Grant | 115 |
| Deloitte Consulting LLP | ||||||||||
| PO Box 7247-6447 | Philadelphia | PA | 19070 | 061454513 | 40000 | 0 | n/a | n/a | Research Grants | |
| Duke University | ||||||||||
| 2200 W Main St | Durham | NC | 22705 | 560532129 | 15000 | 0 | n/a | n/a | Research Grant | 115 |
| FLG Enterprises LLC | ||||||||||
| 2020 Pennsylvania Ave NW | Washington | DC | 20006 | 270354362 | 12800 | 0 | n/a | n/a | Research Grants | |
| Gilbralter Analytical | ||||||||||
| 315 Washington Ave South | Hopkins | MN | 55343 | 261890278 | 25000 | 0 | n/a | n/a | Research Grant | |
| Howard University | ||||||||||
| 2600 6th Street NW | Washington | DC | 20059 | 530204707 | 24000 | 0 | n/a | n/a | Educational Grant | 115 |
| Illinois State University | ||||||||||
| Actuarial Science Math Department | Normal | IL | 61790 | 376014070 | 8000 | 0 | n/a | n/a | Educational Grant | 115 |
| Limra International | ||||||||||
| PO Box 405575 | Atlanta | GA | 30384 | 261339203 | 5875 | 0 | n/a | n/a | Research Grant | |
| Matthew Greenwald & Associates | ||||||||||
| 4201 Connecticut Ave | Washington | DC | 20008 | 521400743 | 36000 | 0 | n/a | n/a | Research Grant | |
| MBA Actuaries | ||||||||||
| 1400 Old Mill Circle | Winston Salem | NC | 27103 | 222217495 | 10000 | 0 | n/a | n/a | Research Grant | |
| MIB Inc | ||||||||||
| PO Box 845442 | Boston | MA | 02284 | 043482764 | 20500 | 0 | n/a | n/a | Research Grants | |
| Milliman Inc | ||||||||||
| 1099 18th Street | Denver | CO | 80202 | 910675641 | 95530 | 0 | n/a | n/a | Research Grants | |
| Morgan State University | ||||||||||
| Mathematics Department | Baltimore | MD | 21251 | 526002033 | 10000 | 0 | n/a | n/a | Educational Grant | 115 |
| North Carolina State Foundation | ||||||||||
| Campus Box 8113 | Raleigh | NC | 27695 | 566049503 | 18756 | 0 | n/a | n/a | Research Grant | |
| PricewaterhouseCoopers LLC | ||||||||||
| PO Box 75647 | Chicago | IL | 60675 | 134008324 | 20000 | 0 | n/a | n/a | Research Grants | |
| RGA Insurance | ||||||||||
| 1370 Timberlake Manor Pkwy | Chesterfield | MO | 63017 | 431723342 | 15000 | 0 | n/a | n/a | Research Grant | |
| Rudolph Financial Consulting LLC | ||||||||||
| 5002 S 237 Circle | Elkhorn | WI | 68022 | 205431956 | 40830 | 0 | n/a | n/a | Research Grant | |
| Towers Watson | ||||||||||
| PO Box 8500 | Philadelphia | PA | 19178 | 231159360 | 85000 | 0 | n/a | n/a | Research Grant | |
| Towers Watson Risk Consul | ||||||||||
| PO Box 277665 | Atlanta | GA | 30384 | 043585292 | 10000 | 0 | n/a | n/a | Research Grant | |
| University of Wisconsin | ||||||||||
| Office of Research Sponsorships | Milwaukee | WI | 53278 | 396006492 | 101590 | 0 | n/a | n/a | Educational Grant | 115 |
| University of Wisconsin | ||||||||||
| 21 N Park Street Suite 64 | Madison | WI | 53715 | 396006492 | 13200 | 0 | n/a | n/a | Research Grant | 115 |
| Wakley Consulting Group I | ||||||||||
| 9777 Pyramid Court | Englewood | CO | 80112 | 593554482 | 8000 | 0 | n/a | n/a | Research Grant | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 13 | 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 |
|---|---|---|
| Research Grants | 25 | 125098 |
| Educational Grants | 6 | 110000 |
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 research grants are monitored by a project oversight group 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 | 0 | 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)
| 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 | |||||||||||||
| 314082 | 0 | 25000 | 0 | 0 | 0 | 24500 | 0 | 20506 | 0 | 384088 | 0 | 0 | 0 |
| Stacy Lin | |||||||||||||
| 239010 | 0 | 18489 | 0 | 65750 | 0 | 24500 | 0 | 20187 | 0 | 367936 | 0 | 0 | 0 |
| Richard Veys | |||||||||||||
| 215016 | 0 | 5267 | 0 | 0 | 0 | 12549 | 0 | 6227 | 0 | 239059 | 0 | 0 | 0 |
| Kenneth Guthrie | |||||||||||||
| 188469 | 0 | 18103 | 0 | 0 | 0 | 21220 | 0 | 16797 | 0 | 244589 | 0 | 0 | 0 |
| Margaret Ann Jordan | |||||||||||||
| 184909 | 0 | 19345 | 0 | 0 | 0 | 20911 | 0 | 11425 | 0 | 236590 | 0 | 0 | 0 |
| Emily Kessler | |||||||||||||
| 188468 | 0 | 17545 | 0 | 0 | 0 | 20742 | 0 | 7680 | 0 | 234435 | 0 | 0 | 0 |
| Michael Boot | |||||||||||||
| 187241 | 0 | 15575 | 0 | 0 | 0 | 20656 | 0 | 15549 | 0 | 239021 | 0 | 0 | 0 |
| Robert Wolf | |||||||||||||
| 180517 | 0 | 12880 | 0 | 0 | 0 | 19833 | 0 | 19531 | 0 | 232761 | 0 | 0 | 0 |
| Bruce Iverson | |||||||||||||
| 185528 | 0 | 0 | 0 | 0 | 0 | 18911 | 0 | 19760 | 0 | 224199 | 0 | 0 | 0 |
| Stuart Klugman | |||||||||||||
| 178861 | 0 | 8575 | 0 | 0 | 0 | 10302 | 0 | 7615 | 0 | 205353 | 0 | 0 | 0 |
| Steve Siegel | |||||||||||||
| 163494 | 0 | 13658 | 0 | 0 | 0 | 18276 | 0 | 19538 | 0 | 214966 | 0 | 0 | 0 |
| Sara Teppema | |||||||||||||
| 162240 | 0 | 15861 | 0 | 0 | 0 | 17564 | 0 | 10971 | 0 | 206636 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | The lesser of first class or business class travel is allowed on flights longer than 7 hours and outside the US and Canada. Spousal travel is allowed for the President and President-Elect. In order to promote a healthy lifestyle, health club dues are provided up to $120 per calendar year. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | The organization has over 22,800 members who pay dues annually. | |
| Form 990, Part VI, Section A, line 7a | The organization has an annual election in which all 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. | |
| 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. If a conflict were to exist it would be reviewed by counsel and/or the Leadership Team. | Form 990, Part VI, Section B, line 12c | |
| A compensation study is performed every few years 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 Leadership Team with input from the Board is responsible for determining compensation and benefits for the Executive Director after reviewing comparable data from several independent sources. Additionally, the Leadership Team reviews management's recommendation for annual compensation adjustments for key employees. | Form 990, Part VI, Section B, line 15 | |
| Governing documents are available on the website, soa.org. Financial statements may be requested from management. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 806,280. | Form 990, Part XI, line 5: |