Civic Intelligence

Casualty Actuarial Society Trust

990EZ • Fiscal year 2017 • EIN 13-2967185

Oct 01, 2016 to Sep 30, 2017 • Filed on Jun 08, 2018

Organization ProfileWWW.CASACT.ORG/ABOUT/INDEX.CFM?FA=TRUST
4350 North Fairfax Drive No 250Arlington, VA 22203

(703) 276-3100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$314,752

Down $7,610 (-2.4%) from 2016

Net Assets

Down

$314,752

Down $7,610 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin9th percentile

Revenue

Up

$17,390

Up $2,173 (+14%) from 2016

Expenses

Up

$25,000

Up $5,000 (+25%) from 2016

Net Income

Down

-$7,610

Down $2,827 (-59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $323,187Liabilities 2011: $0Net Assets 2011: $323,1872011Assets 2012: $329,999Liabilities 2012: $0Net Assets 2012: $329,9992012Assets 2013: $337,634Liabilities 2013: $0Net Assets 2013: $337,6342013Assets 2014: $342,019Liabilities 2014: $0Net Assets 2014: $342,0192014Assets 2015: $327,145Liabilities 2015: $0Net Assets 2015: $327,1452015Assets 2016: $322,362Liabilities 2016: $0Net Assets 2016: $322,3622016Assets 2017: $314,752Liabilities 2017: $0Net Assets 2017: $314,7522017Assets 2018: $313,083Liabilities 2018: $0Net Assets 2018: $313,0832018Assets 2019: $307,035Liabilities 2019: $0Net Assets 2019: $307,0352019Assets 2020: $289,112Liabilities 2020: $0Net Assets 2020: $289,1122020Assets 2021: $259,112Liabilities 2021: $0Net Assets 2021: $259,1122021Assets 2022: $275,997Liabilities 2022: $0Net Assets 2022: $275,9972022Assets 2023: $266,486Liabilities 2023: $0Net Assets 2023: $266,4862023Assets 2024: $247,267Liabilities 2024: $0Net Assets 2024: $247,2672024

Highlighted filing

2017

Assets$314,752
Liabilities$0
Net Assets$314,752
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $45,119Expenses 2011: $4,000Net Income 2011: $41,1192011Revenue 2012: $12,812Expenses 2012: $6,000Net Income 2012: $6,8122012Revenue 2013: $13,635Expenses 2013: $6,000Net Income 2013: $7,6352013Revenue 2014: $29,385Expenses 2014: $25,000Net Income 2014: $4,3852014Revenue 2015: $5,126Expenses 2015: $20,000Net Income 2015: -$14,8742015Revenue 2016: $15,217Expenses 2016: $20,000Net Income 2016: -$4,7832016Revenue 2017: $17,390Expenses 2017: $25,000Net Income 2017: -$7,6102017Revenue 2018: $18,331Expenses 2018: $20,000Net Income 2018: -$1,6692018Revenue 2019: $16,452Expenses 2019: $22,500Net Income 2019: -$6,0482019Revenue 2020: $12,077Expenses 2020: $30,000Net Income 2020: -$17,9232020Revenue 2021: $2,500Expenses 2021: $32,500Net Income 2021: -$30,0002021Revenue 2022: $56,885Expenses 2022: $40,000Net Income 2022: $16,8852022Revenue 2023: $20,489Expenses 2023: $30,000Net Income 2023: -$9,5112023Revenue 2024: $32,812Expenses 2024: $52,031Net Income 2024: -$19,2192024

Highlighted filing

2017

Revenue$17,390
Expenses$25,000
Net Income-$7,610
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jun 8, 2018
Return Version
2016v3.0
Gross Receipts
$17,390
Mission and Program Overview

Mission

The purpose of the organization is to maintain a library of reference books, periodicals, and other materials pertaining to actuarial science. The trust will grant prizes, awards and scholarships to students and actuaries for meritorious papers and research in the field of actuarial science. In addition, the trust will publish actuarial research materials for purchase at cost.

Program Services

DescriptionGrantsExpenses
CAS TRUST SCHOLARSHIP PROGRAM: THE CAS TRUST SCHOLARSHIP PROGRAM AWARDS UP TO THREE SCHOLARSHIPS RANGING FROM $5,000 TO $10,000 TO DESERVING STUDENTS ANNUALLY. THE SCHOLARSHIP'S INTENT IS TO FURTHER STUDENTS' INTEREST IN THE PROPERTY/CASUALTY PROFESSION AND ENCOURAGE PURSUIT OF THE CAS DESIGNATION.$20,000$20,000
CAS TRUST AWARDS: THE REINSURANCE AWARD IS MADE TO THE AUTHOR(S) OF THE BEST PAPER(S) NOMINATED FOR THE PRIZE AS DETERMINED BY THE CAS COMMITTEE ON REINSURANCE RESEARCH. THE RONALD BORNHUETTER LOSS RESERVE AWARD IS MADE TO THE AUTHOR(S) OF THE BEST PAPER(S) NOMINATED FOR THE AWARD AS DETERMINED BY THE CAS COMMITTEE ON RESERVES.$5,000$5,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY BRAITHWAITEPresident-$0--
BRIAN BROWNPresident-Elect-$0--
STEPHEN LOWEChairperson-$0--
ROBERT MICCOLIS 1016-1116Chairperson-$0--
BARRY FRANKLINDirector-$0--
CAMILLE MINOGUEDirector-$0--
CLAUDINE MODLINDirector-$0--
G CHRIS NYCEDirector-$0--
HEMANT SHAHDirector-$0--
JAMES GUSZCZADirector-$0--
JOHN LUCKERDirector-$0--
KENDRA FELISKYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Casualty Actuarial Society Trust
EIN
13-2967185
Phone
7032763100
Address
4350 NORTH FAIRFAX DRIVE NO 250, ARLINGTON, VA 22203

Signing Officer

Name
Cynthia R Ziegler
Title
Executive Director
Phone
7032763100
Signed
2018-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
901 N GLEBE ROAD SUITE 200, ARLINGTON, VA 22203
Preparer
Ivy Beckham
Phone
5712279500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 6,266.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: various. Grantee relationship: none. Amount given: 25,000.”

Raw XML Appendix226 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO MAINTAIN A LIBRARY OF REFERENCE BOOKS, PERIODICALS, AND OTHER MATERIALS PERTAINING TO ACTUARIAL SCIENCE. THE TRUST WILL GRANT PRIZES, AWARDS AND SCHOLARSHIPS TO STUDENTS AND ACTUARIES FOR MERITORIOUS PAPERS AND RESEARCH IN THE FIELD OF ACTUARIAL SCIENCE. IN ADDITION, THE TRUST WILL PUBLISH ACTUARIAL RESEARCH MATERIALS FOR PURCHASE AT COST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CAS TRUST SCHOLARSHIP PROGRAM: THE CAS TRUST SCHOLARSHIP PROGRAM AWARDS UP TO THREE SCHOLARSHIPS RANGING FROM $5,000 TO $10,000 TO DESERVING STUDENTS ANNUALLY. THE SCHOLARSHIP'S INTENT IS TO FURTHER STUDENTS' INTEREST IN THE PROPERTY/CASUALTY PROFESSION AND ENCOURAGE PURSUIT OF THE CAS DESIGNATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CAS TRUST AWARDS: THE REINSURANCE AWARD IS MADE TO THE AUTHOR(S) OF THE BEST PAPER(S) NOMINATED FOR THE PRIZE AS DETERMINED BY THE CAS COMMITTEE ON REINSURANCE RESEARCH. THE RONALD BORNHUETTER LOSS RESERVE AWARD IS MADE TO THE AUTHOR(S) OF THE BEST PAPER(S) NOMINATED FOR THE AWARD AS DETERMINED BY THE CAS COMMITTEE ON RESERVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/WebsiteAddressTxt0HTTP://WWW.CASACT.ORG/ABOUT/INDEX.CFM?FA=TRUST
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST PROVIDES SCHOLARSHIPS CONSISTENT WITH THE MISSION OF THE CASUALTY ACTUARIAL SOCIETY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION IS EXEMPT UNDER SECTION 501(C)(6), SEE BELOW.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUST HAS CALCULATED THE PUBLIC SUPPORT TEST OF SECTION 509(A)(2) FOR ITS SUPPORTED ORGANIZATION, THE CASUALTY ACTUARIAL SOCIETY. THE PUBLIC SUPPORT PERCENTAGE FOR 2012-2016 IS 97.75% AND THE INVESTMENT INCOME PERCENTAGE IS 2.09%.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE TRUST MAKES NO DISTRIBUTIONS DIRECTLY TO THE SUPPORTED ORGANIZATIONS. THE TRUST AWARDS SCHOLARSHIPS AND SUPPORTS RESEARCH IN THE FIELD OF ACTUARIAL SCIENCE, CONSISTENT WITH THE MISSION OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART I, LINE 11G, COLUMN (VI):
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION A, LINE 3C:
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 6,266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/FilingSecurityInformation/IPTm014:23:40
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022203
ReturnHeader/PreparerPersonGrp/PhoneNum05712279500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IVY BECKHAM
ReturnHeader/ReturnTs02018-06-25T13:11:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$314,752
Liabilities
$0
Net assets
$314,752
Revenue
$17,390
Expenses
$25,000
Net income
-$7,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.33$0.52$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.57$0.40$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.03$0.33$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.12$0.30$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.16$0.23$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.18$0.20$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.17$0.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.15$0.20$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.05$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.29$0.25$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.00$3.38$0.14$0.06$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.30$0.13$0.06$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$0.45$0.04$0.41