Civic Intelligence

The Actuarial Foundation

990 • Fiscal year 2019 • EIN 36-3968441

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

475 N Martingale Rd No 600Schaumburg, IL 60173

(847) 706-3535

Siviq Scores

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

Liabilities / Assets

27th percentile

0.03x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.06x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

91st percentile

39%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

146%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$9,108,248

Up $2,553,602 (+39%) from 2018

Net Assets

Up

$8,833,883

Up $2,726,507 (+45%) from 2018

Liabilities

Down

$274,365

Down $172,905 (-39%) from 2018

Revenue

Up

$4,259,729

Up $2,530,038 (+146%) from 2018

Expenses

Up

$2,509,316

Up $772,732 (+44%) from 2018

Net Income

Up

$1,750,413

Up $1,757,306 (+25494%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$9,108,248
Liabilities$274,365
Net Assets$8,833,883

Operations Trend

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

2019

Revenue$4,259,729
Expenses$2,509,316
Net Income$1,750,413
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$5,863,571
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 (see schedule o for the organization's full mission statement)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,636,752$6,305,843▲ $669,091
Pledges and Grants Receivable$396,451$1,712,434▲ $1,315,983
Savings and Temporary Cash Investments$345,173$960,143▲ $614,970
Cash and Non-Interest-Bearing Accounts$152,242$112,782▼ $39,460
Land, Buildings, and Equipment, Net$16,033$8,710▼ $7,323
Prepaid Expenses and Deferred Charges$7,995$8,336▲ $341
Total Assets$6,554,646$9,108,248▲ $2,553,602
Liabilities
Accounts Payable and Accrued Expenses$447,270$274,365▼ $172,905
Total Liabilities$447,270$274,365▼ $172,905
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,464,126$5,749,020▲ $2,284,894
Net Assets With Donor Restrictions$2,643,250$3,084,863▲ $441,613
Total Net Assets Fund Balance$6,107,376$8,833,883▲ $2,726,507
Total Liabilities and Net Assets / Fund Balance$6,554,646$9,108,248▲ $2,553,602

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,710$17,684$26,394
Compensation and Service Providers

Highest Paid Contractors

ContractorServicesLocationCompensation
Steier GroupCampaign Fundraising10844 OLD MILL ROAD, Omaha, NE 68154$278,050
Institute Of Competition SciencesCompentition Design And Operations5105 EAST FM 219, Hico, TX 76457$135,022
GlcAssociation Content Marketing9855 WOODS DRIVE, Skokie, IL 60077$105,444
Revenue and Support

Revenue Composition

Contributions and Grants
$4,085,371
Program Service Revenue
$0
Investment Income
$159,509
Other Revenue
$14,849
All Other Contributions
$4,085,371
Change in Net Assets
$1,750,413

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 Traded3$162,389Fair Market Value
Total Noncash Contributions3$162,389-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,241,342
Revenue Not Reported on Financial Statements
$18,387
Revenue Not Reported on Form 990
$1,386,094
Other Revenue Adjustments
$6,250
Total Revenue per Audited Statements
$5,627,436
Total Revenue per Form 990
$4,259,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,589,762
Grants and Similar Amounts Paid$628,010
Total Fundraising Expense$446,553
Professional Fundraising Fees$291,544
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$355,295$107,100$13,699$476,094
Grants to Domestic Individuals$334,310--$334,310
Fees for Services Professional Fundraising--$291,544$291,544
Grants to Domestic Orgs$282,700--$282,700
Travel$137,714$63,936$291$201,941
Fees for Services Other$6,164$68,248-$74,412
Information Technology$10,325$31,943$17,414$59,682
Fees for Services Legal-$18,634-$18,634
Fees for Service Investment Mgmnt Fees-$12,137-$12,137
Foreign Grants$11,000--$11,000
Insurance-$10,377-$10,377
Depreciation Depletion-$7,323-$7,323
Other Expenses$1,374$3,939$801$6,114
All Other Expenses$1,000--$1,000
Total Functional Expenses$1,690,953$371,810$446,553$2,509,316

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,900,929
Total Expenses per Form 990$2,509,316
Expenses per Audited Statements$2,497,179
Expenses Not Reported on Form 990$403,750
Expenses Not Reported on Financial Statements$12,137
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholastic IncJefferson City, MO-GRANT TO SUPPORT "ADVANCING STUDENT ACHIEVEMENT" PROJECT$266,000
Fidelity InvestmentsColumbus, OH-Expect the Unexpected Hardest Math Problem Prize$15,000

International Summary

Offices
0
Employees
0
Spending
$11,000

International Compliance

Foreign grant records maintained
Yes
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

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,ScholarshipsScholarships00$6,000
North America - Canada and Mexico, But Not the United StatesResearch GrantResearch Grant00$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$291,544
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
Business relationship with 35% controlled entity
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

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 $483,806.

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

The secretary/treasurer has reveiwed the 990 on behalf of the board.

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

Members of the governing body are required to sign a conflict of interest statement annually

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
The Actuarial Foundation
EIN
36-3968441
Phone
8477063535
Address
475 N MARTINGALE RD NO 600, SCHAUMBURG, IL 60173

Signing Officer

Name
Jason Leppin
Title
Executive Director
Phone
8477063535
Signed
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Leppin
Formed
1994
Legal Domicile
Il
Voting Board Members
26
Independent Board Members
26
Employees
0
Volunteers
26

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 WEST 22ND STREET SUITE 1100, OAK BROOK, IL 60523
Preparer
Melissa Struck
Phone
6305738600
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

The actuarial foundation, a 501(c)(3) organization, is the philanthropic organization for the actuarial industry in the united states. Since 1994, the foundation has promoted lifelong math education and financial literacy through its learning resources and scholarships. The mission of the foundation is to enhance math education and financial literacy through the talents and resources of actuaries. The foundation's vision is an educated public in pursuit of a secure financial future.

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 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 may 31, 2020 and december 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

RETURNED

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Returned scholarships 6,250.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Returned scholarships -6,250.

Raw XML AppendixShowing 400 of 812 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0447270
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0274365
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHANGING LIVES THROUGH MATH EDUCATION (SEE SCHEDULE O FOR THE ORGANIZATION'S FULL MISSION STATEMENT)
IRS990/AllOtherContributionsAmt04085371
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01000
IRS990/AllOtherExpensesGrp/TotalAmt01000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08477063535
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0475 N MARTINGALE RD NO 600
IRS990/BooksInCareOfDetail/USAddress/CityNm0SCHAUMBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060173
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0152242
IRS990/CashNonInterestBearingGrp/EOYAmt0112782
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0278050
IRS990/ContractorCompensationGrp/CompensationAmt1135022
IRS990/ContractorCompensationGrp/CompensationAmt2105444
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt010844 OLD MILL ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt15105 EAST FM 219
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt29855 WOODS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0OMAHA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1HICO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SKOKIE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd068154
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd176457
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260077
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0STEIER GROUP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1INSTITUTE OF COMPETITION SCIENCES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2GLC
IRS990/ContractorCompensationGrp/ServicesDesc0CAMPAIGN FUNDRAISING
IRS990/ContractorCompensationGrp/ServicesDesc1COMPENTITION DESIGN AND OPERATIONS
IRS990/ContractorCompensationGrp/ServicesDesc2ASSOCIATION CONTENT MARKETING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04085371
IRS990/CYGrantsAndSimilarPaidAmt0628010
IRS990/CYInvestmentIncomeAmt0159509
IRS990/CYOtherExpensesAmt01589762
IRS990/CYOtherRevenueAmt014849
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01750413
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02509316
IRS990/CYTotalFundraisingExpenseAmt0446553
IRS990/CYTotalProfFndrsngExpnsAmt0291544
IRS990/CYTotalRevenueAmt04259729
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07323
IRS990/DepreciationDepletionGrp/TotalAmt07323
IRS990/Desc0EDUCATION - 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 CRITICAL THINKING, HANDS-ON MATHEMATICS CHALLENGE FOR HIGH SCHOOL STUDENTS FOR THE CHANCE TO EARN ONE OF THREE COLLEGE SCHOLARSHIPS TOTALING $55,000. STUDENTS 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. THE AWARD-WINNING FINANCIAL LITERACY CURRICULUM RESOURCE, BUILDING YOUR FUTURE, HAS BEEN PROVIDED FOR FREE TO MORE THAN 60,000 HIGH SCHOOL TEACHERS AND 500,000 STUDENTS NATIONWIDE. THE FOUNDATION IS PROUD TO HELP TO CLOSE THE OPPORTUNITY 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02643250
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03084863
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01263760
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt018634
IRS990/FeesForServicesLegalGrp/TotalAmt018634
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt068248
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06164
IRS990/FeesForServicesOtherGrp/TotalAmt074412
IRS990/FeesForServicesProfFundraising/FundraisingAmt0291544
IRS990/FeesForServicesProfFundraising/TotalAmt0291544
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt012137
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012137
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt011000
IRS990/ForeignGrantsGrp/TotalAmt011000
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/PersonNm0CLARK SLIPHER FSA MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm1MARGARET RESCE MILKINT
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL WACEK FCAS CERA MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN W EHRHARDT FSA EA MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH A NICHOLS ASA EA MSPA MAA
IRS990/Form990PartVIISectionAGrp/PersonNm5SUSAN WITCRAFT FCAS CERA
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD DE HAAN FSA FIA MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN DONLAN FCAS MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDY FERRIS FSA MAAA FCA
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID J FISHBAUM FSA FCIA MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm10ROY GOLDMAN FSA MAAA CERA
IRS990/Form990PartVIISectionAGrp/PersonNm11SARAH J HAMID FSA FCIA MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm12JANE L HAMRICK FSA MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm13BARRY JACOBSON FSA
IRS990/Form990PartVIISectionAGrp/PersonNm14JEREMY ENGDAHL-JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFFREY JOHNSON MAAA FSA
IRS990/Form990PartVIISectionAGrp/PersonNm16TONYA MANNING FSA FCA EA MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm17KATHY ODOMIROK FCAS MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm18NADINE ORLOFF FAS EA MAAA FCA
IRS990/Form990PartVIISectionAGrp/PersonNm19LISA M PAWLOWSKI FCAS MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm20SHARON ROBINSON FCAS MAAA
IRS990/Form990PartVIISectionAGrp/PersonNm21PATRICIA ROTELLO FCA FSA EA IAA
IRS990/Form990PartVIISectionAGrp/PersonNm22MICHAEL SMITH FSA MAAA CFA
IRS990/Form990PartVIISectionAGrp/PersonNm23JOANNE SPALLA MAAA FCAS
IRS990/Form990PartVIISectionAGrp/PersonNm24KEVIN THOMPSON FCAS MAAA IAA
IRS990/Form990PartVIISectionAGrp/PersonNm25DEWAYE ULLSPERGER ASA MAAA FSA
IRS990/Form990PartVIISectionAGrp/PersonNm26JASON LEPPIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25IAA - TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-48
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt0298500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0334310
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0334310
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0282700
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0282700
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01603794
IRS990/GrossReceiptsAmt05863571
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt017414
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt031943
IRS990/InformationTechnologyGrp/ProgramServicesAmt010325
IRS990/InformationTechnologyGrp/TotalAmt059682
IRS990/InsuranceGrp/ManagementAndGeneralAmt010377
IRS990/InsuranceGrp/TotalAmt010377
IRS990/InvestmentIncomeGrp/ExclusionAmt0159557
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0159557
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05636752
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06305843
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017684
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016033
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08710
IRS990/LandBldgEquipCostOrOtherBssAmt026394
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01603842
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ACTUARIAL FOUNDATION, A 501(C)(3) ORGANIZATION, IS THE PHILANTHROPIC ORGANIZATION FOR THE ACTUARIAL INDUSTRY IN THE UNITED STATES. SINCE 1994, THE FOUNDATION HAS PROMOTED LIFELONG MATH EDUCATION AND FINANCIAL LITERACY THROUGH ITS LEARNING RESOURCES AND SCHOLARSHIPS. THE MISSION OF THE FOUNDATION IS TO ENHANCE MATH EDUCATION AND FINANCIAL LITERACY THROUGH THE TALENTS AND RESOURCES OF ACTUARIES. THE FOUNDATION'S VISION IS AN EDUCATED PUBLIC IN PURSUIT OF A SECURE FINANCIAL FUTURE.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt06107376
IRS990/NetAssetsOrFundBalancesEOYAmt08833883
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-48
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-48
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0976094
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03464126
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05749020
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0162389
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt013699
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0107100
IRS990/OfficeExpensesGrp/ProgramServicesAmt0355295
IRS990/OfficeExpensesGrp/TotalAmt0476094
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXP - WAGES
IRS990/OtherExpensesGrp/Desc1REIMBURSED EXP - BENEFI
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3STAFF TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt097373
IRS990/OtherExpensesGrp/FundraisingAmt125431
IRS990/OtherExpensesGrp/FundraisingAmt2801
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039956
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16976
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21241
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33939
IRS990/OtherExpensesGrp/ProgramServicesAmt0453326
IRS990/OtherExpensesGrp/ProgramServicesAmt191945
IRS990/OtherExpensesGrp/ProgramServicesAmt25800
IRS990/OtherExpensesGrp/ProgramServicesAmt31374
IRS990/OtherExpensesGrp/TotalAmt0590655
IRS990/OtherExpensesGrp/TotalAmt1124352
IRS990/OtherExpensesGrp/TotalAmt27041
IRS990/OtherExpensesGrp/TotalAmt36114
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1RETURNED SCHOLARSHIPS
IRS990/OtherRevenueMiscGrp/ExclusionAmt08599
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08599
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16250
IRS990/OtherRevenueTotalAmt014849
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings