Civic Intelligence

The Actuarial Foundation

990 • Fiscal year 2017 • EIN 36-3968441

Jan 01, 2017 to Dec 31, 2017 • Filed on May 17, 2018

Organization ProfileWWW.ACTUARIALFOUNDATION.ORG
475 N Martingale Rd Suite 600Schaumburg, IL 60173

(847) 706-3557

Siviq Scores

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

Liabilities / Assets

36th percentile

0.07x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.39x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

11th percentile

-21%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

0.8%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$6,982,766

Up $656,055 (+10%) from 2016

Net Assets

Up

$6,502,604

Up $431,188 (+7.1%) from 2016

Liabilities

Up

$480,162

Up $224,867 (+88%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin11th percentile

Revenue

Up

$1,246,712

Up $10,369 (+0.8%) from 2016

Expenses

Up

$1,511,507

Up $474,597 (+46%) from 2016

Net Income

Down

-$264,795

Down $464,228 (-233%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2012: $4,793,253Liabilities 2012: $132,392Net Assets 2012: $4,660,8612012Assets 2014: $5,907,010Liabilities 2014: $183,004Net Assets 2014: $5,724,0062014Assets 2015: $5,766,629Liabilities 2015: $198,553Net Assets 2015: $5,568,0762015Assets 2016: $6,326,711Liabilities 2016: $255,295Net Assets 2016: $6,071,4162016Assets 2017: $6,982,766Liabilities 2017: $480,162Net Assets 2017: $6,502,6042017Assets 2018: $6,554,646Liabilities 2018: $447,270Net Assets 2018: $6,107,3762018Assets 2019: $9,108,248Liabilities 2019: $274,365Net Assets 2019: $8,833,8832019Assets 2021: $10,250,816Liabilities 2021: $396,420Net Assets 2021: $9,854,3962021Assets 2022: $9,127,147Liabilities 2022: $727,009Net Assets 2022: $8,400,1382022Assets 2023: $7,379,506Liabilities 2023: $1,009,150Net Assets 2023: $6,370,3562023Assets 2024: $5,284,021Liabilities 2024: $686,080Net Assets 2024: $4,597,9412024

Highlighted filing

2017

Assets$6,982,766
Liabilities$480,162
Net Assets$6,502,604
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $1,052,4752012Revenue 2014: $1,809,874Expenses 2014: $1,166,184Net Income 2014: $643,6902014Revenue 2015: $922,453Expenses 2015: $1,088,521Net Income 2015: -$166,0682015Revenue 2016: $1,236,343Expenses 2016: $1,036,910Net Income 2016: $199,4332016Revenue 2017: $1,246,712Expenses 2017: $1,511,507Net Income 2017: -$264,7952017Revenue 2018: $1,729,691Expenses 2018: $1,736,584Net Income 2018: -$6,8932018Revenue 2019: $4,259,729Expenses 2019: $2,509,316Net Income 2019: $1,750,4132019Revenue 2021: $2,780,506Expenses 2021: $2,705,605Net Income 2021: $74,9012021Revenue 2022: $3,775,493Expenses 2022: $4,248,343Net Income 2022: -$472,8502022Revenue 2023: $3,853,775Expenses 2023: $5,262,124Net Income 2023: -$1,408,3492023Revenue 2024: $3,996,798Expenses 2024: $5,300,168Net Income 2024: -$1,303,3702024

Highlighted filing

2017

Revenue$1,246,712
Expenses$1,511,507
Net Income-$264,795
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 17, 2018
Return Version
2017v2.2
Gross Receipts
$1,253,530
Mission and Program Overview

Mission

The actuarial foundation, a 501(c)(3) organization, is a philanthropic partner of the actuarial professionin the united states. Since 1994, the foundation has led the way to create quality math education initiatives for students, teachers, and families. Our mission is to unleash the power of math education and transform futures by leveraging the talents and resources of the actuarial community. Our vision is a future where everyone experiences confidence and opportunities available through math proficiency.

Changing lives through math education - imagine a future where (see schedule o)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,670,443$6,442,548▲ $772,105
Savings and Temporary Cash Investments$268,319$186,674▼ $81,645
Pledges and Grants Receivable$292,406$167,349▼ $125,057
Cash and Non-Interest-Bearing Accounts$88,496$139,298▲ $50,802
Prepaid Expenses and Deferred Charges$7,047$23,908▲ $16,861
Land, Buildings, and Equipment, Net$0$22,989▲ $22,989
Total Assets$6,326,711$6,982,766▲ $656,055
Liabilities
Accounts Payable and Accrued Expenses$255,295$480,162▲ $224,867
Total Liabilities$255,295$480,162▲ $224,867
Net Assets / Fund Balance
Unrestricted Net Assets$3,659,958$4,126,575▲ $466,617
Temporarily Rstr Net Assets$2,411,458$2,376,029▼ $35,429
Total Net Assets Fund Balance$6,071,416$6,502,604▲ $431,188
Total Liabilities and Net Assets / Fund Balance$6,326,711$6,982,766▲ $656,055

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,989$3,405$26,394
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
John W EhrhardtChair
Joseph a NicholsChair-elect
A Greig WoodringTrustee
Amanda E YoungTrustee
Barry JacobsonTrustee
Brian DonlanTrustee
Carol R SearsTrustee
Clark SlipherTrustee
David J FishbaumTrustee
Dewayne UllspergerTrustee
Helen GaltTrustee
Jacques Goulet JrTrustee
Jane L HamrickTrustee
Jeffrey JohnsonTrustee
John J SchubertTrustee
Kathy OdomirokTrustee
Kevin ThompsonTrustee
Lisa M PawlowskiTrustee
Margaret MilkintTrustee
Michael SmithTrustee
Michael WacekTrustee
Pamela ConeTrustee
Patricia RotelloTrustee
Richard De HaanTrustee
Roy GoldmanTrustee
S Michael Mclaughlin JrTrustee
Susan WitcraftTrustee
Tonya ManningTrustee
Sarah J HamidSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,098,833
Program Service Revenue
$0
Investment Income
$147,021
Other Revenue
$858
All Other Contributions
$1,098,833
Change in Net Assets
$-264,795

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$30,321Fair Market Value (FMV)
Total Noncash Contributions1$30,321-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,234,112
Revenue Not Reported on Financial Statements
$12,600
Revenue Not Reported on Form 990
$1,074,499
Total Revenue per Audited Statements
$2,308,611
Total Revenue per Form 990
$1,246,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,026,602
Grants and Similar Amounts Paid$484,905
Total Fundraising Expense$21,253
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$451,870--$451,870
Office Expenses$243,300$21,833$19,754$284,887
Advertising-$112,045-$112,045
Conferences and Meetings-$40,757-$40,757
Fees for Services Legal-$28,247-$28,247
Foreign Grants$27,058--$27,058
Fees for Services Accounting-$23,351-$23,351
Travel$9,436$11,275-$20,711
Information Technology-$15,830-$15,830
Fees for Service Investment Mgmnt Fees-$12,601-$12,601
Insurance-$10,377-$10,377
Other Expenses$349$5,349$1,499$7,197
Grants to Domestic Individuals$5,977--$5,977
Depreciation Depletion-$3,407-$3,407
All Other Expenses-$50-$50
Total Functional Expenses$885,378$604,876$21,253$1,511,507

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,877,423
Total Expenses per Form 990$1,511,507
Expenses per Audited Statements$1,498,907
Expenses Not Reported on Form 990$378,516
Expenses Not Reported on Financial Statements$12,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholastic IncJefferson City, MO501(c)(3)Support Grant$240,000
Addison Middle SchoolAddison, MI501(c)(3)Support Grant$10,000
Morgan State UniversityBaltimore, MD501(c)(3)Diversity Scholarship$9,500
Pennsylvania State UniversityUniversity Park, PA501(c)(3)Stuart a Robertson Scholarship$9,000
University of ConnecticutStorrs, CT501(c)(3)Stuart a Robertson Scholarship$9,000
Drake UniversityDes Moines, IA501(c)(3)Diversity Scholarship$8,000
University of IllinoisChampaign, IL501(c)(3)Support Grant$5,000
United Way of Metropolitan ChicagoChicago, IL501(c)(3)Support Grant$4,952
Roberge Elementary SchoolRiver Vale, NJ501(c)(3)Support Grant$4,844
California State University SacramentoSacramento, CA501(c)(3)Diversity Scholarship$4,500
Columbia UniversityNew York, NY501(c)(3)Diversity Scholarship$4,500
Georgia State UniversityAtlanta, GA501(c)(3)Diversity Scholarship$4,500
Georgia State UniversityAtlanta, GA501(c)(3)Diversity Scholarship$4,500
Illinois State UniversityNormal, IL501(c)(3)Diversity Scholarship$4,500
Louisiana State UniversityBaton Rouge, LA501(c)(3)Diversity Scholarship$4,500
ST JOSEPH'S UNIVERSITYPhiladelphia, PA501(c)(3)Diversity Scholarship$4,500
San Jose State UniversitySan Jose, CA501(c)(3)Diversity Scholarship$4,500
Truman State UniversityKirksville, MO501(c)(3)Diversity Scholarship$4,500
University of Wisconsin-madisonMadison, WI501(c)(3)Diversity Scholarship$4,500
Central Connecticut State UniversityNew Britain, CT501(c)(3)Diversity Scholarship$3,500
Ferris State UniversityBig Rapids, MI501(c)(3)Diversity Scholarship$3,500
Florida State UniversityTallahassee, FL501(c)(3)Diversity Scholarship$3,500
Georgia State UniversityAtlanta, GA501(c)(3)Diversity Scholarship$3,500
Maryville UniversitySt Louis, MO501(c)(3)Diversity Scholarship$3,500
Rice UniversityHouston, TX501(c)(3)Diversity Scholarship$3,500
Temple UniversityPhiladelphia, PA501(c)(3)Diversity Scholarship$3,500
University of California-santa BarbaraSanta Barbara, CA501(c)(3)Diversity Scholarship$3,500
University of Central FloridaOrlando, FL501(c)(3)Diversity Scholarship$3,500
University of Texas at AustinAustin, TX501(c)(3)Diversity Scholarship$3,500
University of Wisconsin-madisonMadison, WI501(c)(3)Diversity Scholarship$3,500
Williams CollegeWilliamstown, MA501(c)(3)Diversity Scholarship$3,500
Achievement First Hartford Academy High SchoolHartford, CT501(c)(3)Grant for Math Tutoring$3,000
University of Michigan - Ann ArborAnn Arbor, MI501(c)(3)Stuart a Robertson Scholarship$3,000
University of Nebraska - LincolnLincoln, NE501(c)(3)Stuart a Robertson Scholarship$3,000
Harlem AcademyNew York, NY501(c)(3)Support Grant$2,750
Butler UniversityIndianapolis, IN501(c)(3)Diversity Scholarship$2,500
Central Connecticut State UniversityNew Britain, CT501(c)(3)Diversity Scholarship$2,500
Depaul UniversityChicago, IL501(c)(3)Diversity Scholarship$2,500
Fairleigh Dickinson UniversityMadison, NJ501(c)(3)Diversity Scholarship$2,500
Florida International UniversityMiami, FL501(c)(3)Diversity Scholarship$2,500
Miami Dade CollegeMiami, FL501(c)(3)Diversity Scholarship$2,500
St Thomas Aquinas CollegeSparkill, NY501(c)(3)Diversity Scholarship$2,500
University of Illinois - Urbana ChampaignChampaign, IL501(c)(3)Diversity Scholarship$2,500
Walla Walla UniversityCollege Place, WA501(c)(3)Diversity Scholarship$2,500
University of Notre DameNotre Dame, IN501(c)(3)Diversity Scholarship$2,250
Arizona State UniversityTempe, AZ501(c)(3)Huntington Memorial Scholarship$2,000
Northeastern UniversityBoston, MA501(c)(3)Huntington Memorial Scholarship$2,000
Pennsylvania State UniversityUniversity Park, PA501(c)(3)Huntington Memorial Scholarship$2,000
Rutgers UniversityNew Brunswick, NJ501(c)(3)Huntington Memorial Scholarship$2,000
ST JOHN'S UNIVERSITYNew York, NY501(c)(3)Stuart a Robertson Scholarship$2,000
St Johns UniversityNew York, NY501(c)(3)Huntington Memorial Scholarship$2,000
University of AlabamaTuscaloosa, AL501(c)(3)Huntington Memorial Scholarship$2,000
University of ConnecticutStorrs, CT501(c)(3)Huntington Memorial Scholarship$2,000
University of Michigan-ann ArborAnn Arbor, MI501(c)(3)Huntington Memorial Scholarship$2,000
University of Nebraska - LincolnLincoln, NE501(c)(3)Huntington Memorial Scholarship$2,000
University of Wisconsin-madisonMadison, WI501(c)(3)Huntington Memorial Scholarship$2,000
Cal Poly State UniversitySan Luis Obispo, CA501(c)(3)Diversity Scholarship$1,500
Fordham UniversityBronx, NY501(c)(3)Diversity Scholarship$1,500
Spelman CollegeAtlanta, GA501(c)(3)Diversity Scholarship$1,500
The Ohio State UniversityColumbus, OH501(c)(3)Diversity Scholarship$1,500
University of Maryland College ParkCollege Park, MD501(c)(3)Diversity Scholarship$1,500
University of Puerto-rico Rio PiedrasSan Juan, PR501(c)(3)Diversity Scholarship$1,500
University of St ThomasSt Paul, MN501(c)(3)Diversity Scholarship$1,500
University of Texas at AustinAustin, TX501(c)(3)Diversity Scholarship$1,500
West Chester UniversityWest Chester, PA501(c)(3)Diversity Scholarship$1,500
Cochrane-fountain City School DistrictFountain City, WI501(c)(3)Modeling the Future$500
Danville High SchoolDanville, IL501(c)(3)Modeling the Future$500
Green Valley Ranch High SchoolDenver, CO501(c)(3)Modeling the Future$500
Harrisonburg High SchoolHarrisonburg High Scho, VA501(c)(3)Modeling the Future$500
Friends of Columbia Secondary SchoolNew York, NY501(c)(3)Return of Grant - Advancing Student Achievement$-9,426

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The secretary/treasurer has reviewed the 990 on behalf of the board. Form 990, part vi, section b, line 12a: members of the governing body are required to sign a conflict of interest statement annually.”

Form 990, Part VI, Section B, Line 12C

“The compensation committee gathers information regarding the executive director's salary annually and documents performance along with any merit increase.”

Form 990, Part VI, Section C, Line 19

“If requested, a copy of the 990 is sent via mail or email to the party requesting.”

Filing and Contact Details

Filer

Filer Name
The Actuarial Foundation
EIN
36-3968441
Phone
8477063557
Address
475 N MARTINGALE RD SUITE 600, SCHAUMBURG, IL 60173

Signing Officer

Name
Jason Leppin
Title
Executive Director
Phone
8477063557
Signed
2018-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Leppin
Formed
1994
Legal Domicile
Il
Voting Board Members
29
Independent Board Members
29
Employees
0
Volunteers
29

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
205 N MICHIGAN AVE 2800, CHICAGO, IL 60601-5927
Preparer
Mark Heroux
Phone
3127298000
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1:

“Every american has the opportunity to be financially secure. A future where financial worries and stresses all but disappear. Through the unique talents of actuaries, that dream can become a reality beginning today with math education. It is now more important than ever to harness the mathematical potential of our youth. Economic development and growth is contingent on individuals receiving a quality math education to ensure continued technological and scientific progress. By making math more appealing to younger generations, we can inspire them to choose degrees and careers that will help them meaningfully contribute to their communities and secure their financial well-being. Problem-solving skills are essential in a person's work and personal life. What teaches people to think critically and solve challenges? Math. Every day, in many ways, math impacts the world. That is why the actuarial foundation strives to equip the public with the tools it needs to make informed decisions and cultivate the next generation of math-skilled thinkers.”

FORM 990, PART III, LINE 4D:

“From young to old, from undergraduates to those changing careers, from the disadvantaged to the gifted, the foundation changes lives through math education, promotes the actuarial profession and cultivates the next generation of actuaries through various scholarship programs. Fifty one percent of all scholarship recipients achieve actuarial designation. In 2016, the foundation awarded 48 diversity scholarships. In 2016, the actuary of tomorrow stuart a. Robertson memorial scholarship, the curtis e. Huntington memorial scholarship and the caribbean actuarial scholarship awarded students pursuing studies in math and actuarial science with 15 scholarships worth $44,000, while the actuary a career change: elizabeth m. Mauro reimbursement program provided 7 individuals making the transition to the actuarial profession with $7,000 in aid.”

FORM 990, PART XII, LINE 2C:

“The organization neither changed the oversight process or the selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation follows the accounting standards for contingencies in evaluating uncertain tax positions. The guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the foundation for uncertain tax positions as of december 31, 2017 and 2016. The foundation's tax returns are subject to review and examination by federal and state authorities.”

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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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IRS990/Desc0EDUCATIONTHE FOUNDATION ENCOURAGES NEW GENERATIONS OF MATHEMATICAL THINKERS BY CREATING AND DISTRIBUTING EDUCATIONAL MATERIALS TO TEACHERS AND STUDENTS IN GRADES 4-12. THESE FREE RESOURCES INCLUDE HANDS-ON PROJECTS, LESSON PLANS AND ONLINE ACTIVITIES THAT COVER A VARIETY OF MATHEMATICAL TOPICS AND FINANCIAL LITERACY THEMES.MODELING THE FUTURE CHALLENGE (MTF), IS A REVAMPED VERSION OF THE FOUNDATION'S PROJECT MATH MINDS, A CRITICAL THINKING, HANDS-ON MATHEMATICS CHALLENGE FOR HIGH SCHOOL STUDENTS FOR THE CHANCE TO EARN ONE OF THREE COLLEGE SCHOLARSHIPS TOTALING $55,000. THE 2017 COMPETITION WAS DEVELOPED WITH SUPPORT FROM THE CURRENT MTF CHALLENGES STUDENTS ACROSS THE NATION TO CREATE THE BEST MATHEMATICAL MODELS PROJECTING HOW AUTONOMOUS VEHICLES MIGHT CHANGE THE FUTURE OF TRANSPORTATION, INSURANCE AND SOCIETY AT LARGE. THEY WILL LEARN HOW MATHEMATICS APPLIES TO CUTTING-EDGE INDUSTRIES AND TECHNOLOGY, AS WELL AS HIGHLY SOUGHT-AFTER CAREERS AS ACTUARIES AND OTHER MATH-RELATED PROFESSIONS. FINALISTS WILL TRAVEL TO NEW YORK TO PRESENT THEIR PROJECT. THE AWARD-WINNING FINANCIAL LITERACY CURRICULUM RESOURCE, BUILDING YOUR FUTURE, HAS BEEN GIVEN TO MORE THAN 11,000 HIGH SCHOOL TEACHERS AND 450,000 STUDENTS NATIONWIDE. THE FREE BOOKLETS ARE DESIGNED TO HELP TEENS MASTER PERSONAL FINANCE PRINCIPLES AND PREPARE FOR A FINANCIALLY HEALTHY LIFE.EDUCATORS ARE DESPERATE FOR CLASSROOM RESOURCES AND SEEK A TRUSTED-PARTNER TO PROVIDE THE LATEST MATH AND FINANCIAL LITERACY EDUCATION TOOLS. THE FOUNDATION IS PROUD TO BE THAT PARTNER. MATH MOTIVATORS IS THE NEW TUTORING PROGRAM APPROVED FOR EXPANSION FOLLOWING A SUCCESSFUL PILOT IN CONNECTICUT. THE PROGRAM HELPS TO CLOSE THE ACHIEVEMENT GAP THROUGH A VOLUNTEER-DRIVEN SAT AND MATH TUTORING PROGRAM THAT PAIRS LOW INCOME URBAN HIGH SCHOOL STUDENTS WITH PROFESSIONAL ACTUARIES AND COLLEGE STUDENTS MAJORING IN ACTUARIAL SCIENCE, MATHEMATICS OR EDUCATION.
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IRS990/MissionDesc0WE OFFER TEACHERS FREE MATH ENHANCEMENT MATERIALS FOR THEIR CLASSROOMS. WE PROVIDE INSIGHT FOR CONSUMERS TO EFFICIENTLY MANAGE CHANGING ECONOMIC SITUATIONS. WE PROVIDE ACTUARIES, RESEARCHERS, AND STUDENTS THE OPPORTUNITY TO BENEFIT FROM AWARDS AND SCHOLARSHIPS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0AWARDS AND PRIZES: THE ACTUARIAL FOUNDATION IS PROUD TO RECOGNIZE THE EXEMPLARY WORK OF INDIVIDUALS WHOSE WORK IS ADDING TO THE KNOWLEDGE OF THE ACTUARIAL FIELD AND ADVANCING THE SKILL SET OF THE PROFESSION. THE ERM RESEARCH EXCELLENCE AWARD IN MEMORY OF HUBERT MUELLER RECOGNIZES SIGNIFICANT CONTRIBUTIONS TO THE GROWING BODY OF ERM KNOWLEDGE AND RESEARCH. THE AWARD IS GIVEN ANNUALLY TO THE BEST OVERALL PAPER AT THE ERM SYMPOSIUM. THE WYNN KENT PUBLIC COMMUNICATION AWARD IS GIVEN TO MEMBERS OF THE ACTUARIAL PROFESSION WHO HAVE CONTRIBUTED TO THE PUBLIC AWARENESS OF THE WORK OF THE PROFESSION AND THE VALUE OF ACTUARIAL SCIENCE IN MEETING THE FINANCIAL SECURITY OF SOCIETY IN THE FIELDS OF LIFE, HEALTH, CASUALTY, PENSION AND OTHER RELATED AREAS. THE INTENT OF THE AWARD IS TO ENCOURAGE ACTUARIES TO ENGAGE IN ACTIVITIES THAT HIGHLIGHT THE ACTUARIAL PROFESSION'S ROLE IN FINANCIAL SECURITY ISSUES BENEFITING THE PUBLIC.
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,982,766
Liabilities
$480,162
Net assets
$6,502,604
Revenue
$1,246,712
Expenses
$1,511,507
Net income
-$264,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.28$0.69$4.60$4.00$5.30$1.30
2023Detailed filing. Detailed filing data is available for this year.$7.38$1.01$6.37$3.85$5.26$1.41
2022Detailed filing. Detailed filing data is available for this year.$9.13$0.73$8.40$3.78$4.25$0.47
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.40$9.85$2.78$2.71$0.07
2019Detailed filing. Detailed filing data is available for this year.$9.11$0.27$8.83$4.26$2.51$1.75
2018Detailed filing. Detailed filing data is available for this year.$6.55$0.45$6.11$1.73$1.74$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.98$0.48$6.50$1.25$1.51$0.26
2016Detailed filing. Detailed filing data is available for this year.$6.33$0.26$6.07$1.24$1.04$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.77$0.20$5.57$0.92$1.09$0.17
2014Detailed filing. Detailed filing data is available for this year.$5.91$0.18$5.72$1.81$1.17$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.13$4.66$1.05