Liabilities / Assets
36th percentile
Higher debt load relative to assets than 36% of similar nonprofits.
990 • Fiscal year 2018 • EIN 36-3968441
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
36th percentile
Higher debt load relative to assets than 36% of similar nonprofits.
Liabilities / Revenue
60th percentile
Higher debt load relative to revenue than 60% of similar nonprofits.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
20th percentile
Higher top officer pay than 20% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
18th percentile
Faster asset growth than 18% of similar nonprofits.
Revenue Growth
86th percentile
Faster revenue growth than 86% of similar nonprofits.
Assets
Down$6,554,646
Down $428,120 (-6.1%) from 2017
Net Assets
Down$6,107,376
Down $395,228 (-6.1%) from 2017
Liabilities
Down$447,270
Down $32,892 (-6.9%) from 2017
Revenue
Up$1,729,691
Up $482,979 (+39%) from 2017
Expenses
Up$1,736,584
Up $225,077 (+15%) from 2017
Net Income
Up-$6,893
Up $257,902 (+97%) from 2017
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 (see schedule o)
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $6,442,548 | $5,636,752 | ▼ $805,796 |
| Pledges and Grants Receivable | $167,349 | $396,451 | ▲ $229,102 |
| Savings and Temporary Cash Investments | $186,674 | $345,173 | ▲ $158,499 |
| Cash and Non-Interest-Bearing Accounts | $139,298 | $152,242 | ▲ $12,944 |
| Land, Buildings, and Equipment, Net | $22,989 | $16,033 | ▼ $6,956 |
| Prepaid Expenses and Deferred Charges | $23,908 | $7,995 | ▼ $15,913 |
| Total Assets | $6,982,766 | $6,554,646 | ▼ $428,120 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $480,162 | $447,270 | ▼ $32,892 |
| Total Liabilities | $480,162 | $447,270 | ▼ $32,892 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $4,126,575 | $3,464,126 | ▼ $662,449 |
| Temporarily Rstr Net Assets | $2,376,029 | $2,643,250 | ▲ $267,221 |
| Total Net Assets Fund Balance | $6,502,604 | $6,107,376 | ▼ $395,228 |
| Total Liabilities and Net Assets / Fund Balance | $6,982,766 | $6,554,646 | ▼ $428,120 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $16,033 | $10,361 | $26,394 |
| Name | Title |
|---|---|
| Joseph a Nichols Asa Ea Mspa Maa | Chair |
| Clark Slipher Fsa Maaa | Chair-elect |
| Jason Leppin | Executive Director |
| A Greig Woodring Fsa Maaa | Trustee |
| Andy Ferris Fsa Maaa Fca | Trustee |
| Barry Jacobson Fsa | Trustee |
| Brian Donlan Fcas Maaa | Trustee |
| David J Fishbaum Fsa Fcia Maaa | Trustee |
| Dewayne Ullsperger Asa Maaa Fsa I | Trustee |
| Jane L Hamrick Fsa Maaa | Trustee |
| Jeffrey Johnson Maaa Fsa | Trustee |
| Joanne Spalla Maaa Fcas | Trustee |
| John W Ehrhardt Fsa Ea Maaa | Trustee |
| Kathy Odomirok Fcas Maaa | Trustee |
| Kevin Thompson Fcas Maaa Iaa | Trustee |
| Margaret Milkint | Trustee |
| Mark Dunbar Ea Mspa Maaa | Trustee |
| Michael Smith Fsa Maaa Cfa | Trustee |
| Michael Wacek Fcas Cera Maaa | Trustee |
| Pamela Cone | Trustee |
| Patricia Rotello Fca Fsa Ea Iaa | Trustee |
| Richard De Haan Fsa Fiamaaa | Trustee |
| Roy Goldman Fsa Maaa Cera | Trustee |
| Susan Witcraft Fcas Cera | Trustee |
| Tonya Manning Fsa Fca Ea Maaa | Trustee |
| Sarah J Hamid Fsa Fcia Maaa | Secretary-treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Society Of Actuaries | Management Services | 475 N MARTINGALE ROAD STE 600, Schaumburg, IL 60173 | $574,801 |
| Scholastic INC | Support For "advancing Student Achieveme | PO BOX 3720 3931 EAST MCCARTY ST, Jefferson City, MO 65102 | $140,500 |
| Institute Of Competition Sciences | Compentition Design And Operations | 5105 EAST FM 219, Hico, TX 76457 | $120,106 |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 3 | $28,086 | Fair Market Value |
| Total Noncash Contributions | 3 | $28,086 | - |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,344,806 |
| Grants and Similar Amounts Paid | $391,778 |
| Total Fundraising Expense | $106,960 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Office Expenses | $335,604 | $16,227 | $44,043 | $395,874 |
| Grants to Domestic Orgs | $203,035 | - | - | $203,035 |
| Grants to Domestic Individuals | $179,743 | - | - | $179,743 |
| Advertising | - | $115,056 | - | $115,056 |
| Conferences and Meetings | $28,718 | $34,267 | - | $62,985 |
| Information Technology | $4,447 | $40,665 | $2,750 | $47,862 |
| Fees for Services Other | $6,040 | $36,006 | - | $42,046 |
| Fees for Services Legal | - | $29,342 | - | $29,342 |
| Travel | $17,521 | $8,466 | - | $25,987 |
| Fees for Services Accounting | - | $15,640 | - | $15,640 |
| Fees for Service Investment Mgmnt Fees | - | $11,995 | - | $11,995 |
| Insurance | - | $10,377 | - | $10,377 |
| Foreign Grants | $9,000 | - | - | $9,000 |
| Depreciation Depletion | - | $6,954 | - | $6,954 |
| Other Expenses | $62,727 | $3,272 | $1,733 | $5,005 |
| All Other Expenses | - | $882 | - | $882 |
| Total Functional Expenses | $1,100,262 | $529,362 | $106,960 | $1,736,584 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $2,117,741 |
| Expenses per Audited Statements | $1,736,584 |
| Total Expenses per Form 990 | $1,736,584 |
| Expenses Not Reported on Form 990 | $381,157 |
| Expenses Not Reported on Financial Statements | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Scholastic Inc | Jefferson City, MO | - | GRANT TO SUPPORT "ADVANCING STUDENT ACHIEVEMENT" PROJECT | $140,500 |
| Houston Independent School District Fdn | Houston, TX | 501(c)(3) | Rebuild Math Classrooms | $20,535 |
| Consortium of Florida Education Fdn | Gainesville, FL | 501(c)(3) | Rebuild Math Classrooms | $20,000 |
| Foundation for Puerto Rico | San Juan, PR | 501(c)(3) | Rebuild Math Classrooms | $20,000 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean | Scholarships | Scholarships | 0 | 0 | $6,500 |
| North America | Research Grant | Research Grant | 0 | 0 | $2,500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The society of actuaries (soa) is an an organization affiliated with the foundation which manages all aspects of the foundation in accordance with the organization's bylaws and policies. Operations may include but are not limited to administration, finance and accounting, education, fundraising, and information technology. Soa employees provide these services and total reimbursements paid to soa for staff salaries were $574,801.”
“The secretary/treasurer has reveiwed the 990 on behalf of the board.”
“Members of the governing body are required to sign a conflict of interest statement annually”
“If requested, a copy of the 990 is sent via mail or email to the requesting party.”
“Every american has the opportunity to be financially secure. A future where financial worries and stress 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 indiviudals 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 contriubte 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.”
“The organization neither changed the oversight process or the selection process during the tax year.”
“The foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accounting principles generally accepted in the united states of america (u.s. Gaap) require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service or other applicable taxing authorities. Management has analyzed the tax positions taken by the foundation, and has concluded that as of december 31, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”
“Returned scholarships 12,500.”
“Returned scholarships -12,500.”
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/Desc | 0 | EDUCATION - THE 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 2018 COMPETITION WAS DEVELOPED WITH SUPPORT FROM THE CURRENT MTF CHALLENGE STUDENTS ACROSS THE NATION TO CREATE THE BEST MATHEMATICAL MODELS PROJECTING HOW THE DEVELOPMENT OF NEW THERAPIES MIGHT CHANGE THE WAY DISEASES AFFECT OUR HEALTHCARE INDUSTRY, INSURANCE, GOVERNMENT, OR SOCIETY. 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 CLASSROOM RESOUCES AND SEEK A TRUSTED-PARTNER TO PROVIDE THE LATEST MATH AND FINANCIAL LITERACY EDUCATION TOOLS. THE FOUNDATION IS PROUD TO HELP TO CLOSE THE ACHIEVEMENT GAP THROUGH A VOLUNTEER-DRIVEN S.A.T. 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/Form990PartVIISectionAGrp/OtherCompensationAmt | 25 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JOSEPH A NICHOLS ASA EA MSPA MAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | SARAH J HAMID FSA FCIA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PAMELA CONE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | RICHARD DE HAAN FSA FIAMAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BRIAN DONLAN FCAS MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARK DUNBAR EA MSPA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN W EHRHARDT FSA EA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ANDY FERRIS FSA MAAA FCA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | DAVID J FISHBAUM FSA FCIA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | ROY GOLDMAN FSA MAAA CERA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JANE L HAMRICK FSA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | BARRY JACOBSON FSA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | JEFFREY JOHNSON MAAA FSA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | TONYA MANNING FSA FCA EA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | MARGARET MILKINT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | KATHY ODOMIROK FCAS MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | PATRICIA ROTELLO FCA FSA EA IAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | CLARK SLIPHER FSA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | MICHAEL SMITH FSA MAAA CFA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | JOANNE SPALLA MAAA FCAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | KEVIN THOMPSON FCAS MAAA IAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | DEWAYNE ULLSPERGER ASA MAAA FSA I |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | MICHAEL WACEK FCAS CERA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 23 | SUSAN WITCRAFT FCAS CERA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 24 | A GREIG WOODRING FSA MAAA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 25 | JASON LEPPIN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 25 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 23 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 24 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 25 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY-TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | CHAIR-ELECT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 22 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 23 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 24 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 25 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1994 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 3470 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 25 |
| IRS990/GrantAmt | 0 | 234756 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 179743 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 179743 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 203035 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 203035 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 920751 |
| IRS990/GrossReceiptsAmt | 0 | 2646972 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 25 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 2750 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 40665 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 4447 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 47862 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 10377 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 10377 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 145285 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 145285 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 6442548 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5636752 |
| IRS990/IRPDocumentCnt | 0 | 7 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 10361 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 22989 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 16033 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 26394 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 917281 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | WE OFFER TEACHERS FREE MATH ENHANCEMENT MATERIALS FOR THEIR CLASSROOMS. WE PROVIDE INSIGHTS FOR CONSUMERS TO EFFICIENTLY MANAGE CHANGING ECONOMIC SITUATIONS. WE PROVIDE ACTUARIES, RESEARCHERS, AND STUDENTS THE OPPORTUNITY TO BENEFIT FROM AWARDS AND SCHOLARSHIPS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 1 |
| IRS990/MoreThan5000KToOrgInd | 0 | 1 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6502604 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6107376 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 3470 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 3470 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -388335 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 28086 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 44043 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 16227 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 335604 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 395874 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | REIMBURSED EXP - WAGES |
| IRS990/OtherExpensesGrp/Desc | 1 | REIMBURSED EXP - BENEFI |
| IRS990/OtherExpensesGrp/Desc | 2 | STAFF TRAINING |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 46063 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 12371 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 1733 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 163405 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 36808 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 3272 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 253427 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 62727 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 462895 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 111906 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 5005 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER REVENUE |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | RETURNED SCHOLARSHIPS |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 18993 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 12500 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 18993 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 12500 |
| IRS990/OtherRevenueTotalAmt | 0 | 31493 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 167349 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 396451 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 23908 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 7995 |
| IRS990/PrincipalOfficerNm | 0 | JASON LEPPIN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | SCHOLARSHIPS - THE ACTUARIAL FOUNDATION ENSURES THE FUTURE OF THE ACTUARIAL PROFESSION THROUGH ITS SCHOLARSHIPS AND REIMBURSEMENT PROGRAM. RECIPIENTS OF FOUNDATION SCHOLARSHIPS ARE SELECTED BY REPRESENTATIVES OF THE ACTUARIAL PROFESSION, WHO MAY ONE DAY BE THEIR PEERS. SO, NOT ONLY ARE THESE SCHOLARSHIPS A MEANS TO OFFSET THE COST OF EDUCATION, THEY ALSO SERVE AS A PRESTIGIOUS RECOGNITION BY A HIGHLY RATED PROFESSION. ACTUARY OF TOMORROW - STUART A. ROBERTSON MEMORIAL SCHOLARSHIPS RECOGNIZE AND ENCOURAGE THE ACADEMIC ACHIEVEMENTS OF UNDERGRADUATE STUDENTS PURSUING A CAREER IN ACTUARIAL SCIENCE. THE CARIBBEAN ACTUARIAL SCHOLARSHIP IS INTENDED TO BE AN ANNUAL AWARD TO UNIVERSITY OF THE WEST INDIES (UWI) ACTUARIAL STUDENTS WHO DEMONSTRATE A STRONG RECORD OF ACCOMPLISHMENT, LEADERSHIP QUALITIES, AND COMMITMENT TO BECOMING AN ACTUARY. THE ACTUARIAL DIVERSITY SCHOLARSHIP PROMOTES DIVERSITY WITHIN THE PROFESSION THROUGH AN ANNUAL SCHOLARSHIP PROGRAM FOR BLACK/AFRICAN AMERICAN, HISPANIC, NATIVE NORTH AMERICAN, AND PACIFIC ISLANDER STUDENTS. THE CURTIS E. HUNTINGTON MEMORIAL SCHOLARSHIP APPLICANTS MUST BE A COLLEGE SENIOR WHO HAS SUCCESSFULLY COMPLETED AT LEAST ONE ACTUARIAL EXAMINATION. APPLICANT MUST RANK IN THE TOP QUARTER OF THEIR CLASS AND HAVE BEEN NOMINATED BY A PROFESSOR AT THEIR SCHOOL. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 211036 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 146322 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 12500 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | AWARDS & 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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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.