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TO ADVANCE THE BODY OF KNOWLEDGE OF ACTUARIAL SCIENCE APPLIED TO GENERAL INSURANCE.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$22.3M
Total Contributions
$0
Total Expenses
▼$19.2M
Total Assets
$33.5M
Total Liabilities
▼$10.2M
Net Assets
$23.4M
Officer Compensation
→$1.6M
Other Salaries
$5.6M
Investment Income
$3.1M
Fundraising
▼N/A
Tax Year 2023 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $272.9K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
OCTAGRAM LLC88-1480183 | GURNEE, IL | $50K | Cash | ACTUARIAL RESEARCH |
THE ACTUARIAL FOUNDATION36-3968441 | CHICAGO, IL | $40K | Cash | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE FOUNDATION. |
RISK & REGULATORY CONSULTING LLC45-4100320 | CHICAGO, IL | $35.1K | Cash | ACTUARIAL RESEARCH |
NETWORK OF ACTUARIAL WOMEN AND ALLIES87-0858164 | CHICAGO, IL | $35K | Cash | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION. |
| CLEVELAND, OH | $32.5K | Cash | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION. | |
ORGANIZATION OF LATINO ACTUARIES82-2323567 | CHICAGO, IL | $20K | Cash | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ORGANIZATION. |
SOA RESEARCH INSTITUTE36-2136422 | CHICAGO, IL | $10K | Cash | ACTUARIAL RESEARCH |
STEM MUSE PBC LLC93-1158395 | AUSTIN, TX | $10K | Cash | ACTUARIAL RESEARCH |
GUY CARPENTER & COMPANY LLC36-2668272 | NEW YORK, NY | $8,333 | Cash | ACTUARIAL RESEARCH |
ILLINOIS STATE UNIVERSITY37-6014070 | NORMAL, IL | $7,500 | Cash | ACTUARIAL RESEARCH |
THE UNIVERSITY OF ALABAMA63-6001138 | TUSCALOOSA, AL | $6,667 | Cash | ACTUARIAL RESEARCH |
| LA PUENTE, CA | $6,000 | Cash | TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION. | |
BENTLEY UNIVERSITY | WALTHAM, MA | $6,000 | Cash | ACTUARIAL RESEARCH |
UNIVERSITY OF TEXAS-DALLAS75-0926775 | RICHARDSON, TX | $5,833 | Cash | ACTUARIAL RESEARCH |
| Total | $272.9K | |||
GURNEE, IL
$50K
CHICAGO, IL
$40K
CHICAGO, IL
$35.1K
CHICAGO, IL
$35K
CLEVELAND, OH
$32.5K
CHICAGO, IL
$20K
CHICAGO, IL
$10K
AUSTIN, TX
$10K
NEW YORK, NY
$8,333
NORMAL, IL
$7,500
TUSCALOOSA, AL
$6,667
LA PUENTE, CA
$6,000
BENTLEY UNIVERSITY
WALTHAM, MA
$6,000
RICHARDSON, TX
$5,833
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $22.3M | $0 | $19.2M | $33.5M | $23.4M |
| 2022IRS e-File | $19M | $0 | $17.7M | $26.9M | $18.3M |
| 2021 | $15.2M | $0 | $12.4M | $25.3M | $19M |
| 2020 | $12.3M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Victor Carter-Bey | Chief Executive Officer | 40 | $541.1K | $0 | $101.5K | $642.6K |
| Todd Rogers | Chief Financial Officer | 40 | $308.4K | $0 | $122K | $430.4K |
| Frank Chang | President | 10 | $2,277 | $0 | $0 | $2,277 |
| A David Cummings | President-elect | 10 | $0 | $0 | $0 | $0 |
| Roosevelt Mosley | Board Chair | 20 | $0 | $0 | $0 | $0 |
| Katherine Antonello | Board Chair (thru 11/23) | 20 | $0 | $0 | $0 | $0 |
| Anthony Bustillo | Vp-professional Education | 5 | $0 | $0 | $0 | $0 |
| Richard Moncher | Vp-administration | 5 | $0 | $0 | $0 | $0 |
| William Wilder | Vp-admissions | 5 | $0 | $0 | $0 | $0 |
| Keith Berman | Vp-international | 5 | $0 | $0 | $0 | $0 |
| Erin Olson | Vp-marketing & Communications | 5 | $0 | $0 | $0 | $0 |
| Morgan Bugbee | Vp-research & Development | 5 | $0 | $0 | $0 | $0 |
Victor Carter-Bey
Chief Executive Officer
$642.6K
Hrs/Wk
40
Compensation
$541.1K
Related Orgs
$0
Other
$101.5K
Todd Rogers
Chief Financial Officer
$430.4K
Hrs/Wk
40
Compensation
$308.4K
Related Orgs
$0
Other
$122K
Frank Chang
President
$2,277
Hrs/Wk
10
Compensation
$2,277
Related Orgs
$0
Other
$0
A David Cummings
President-elect
$0
Hrs/Wk
10
Compensation
$0
Related Orgs
$0
Other
$0
Roosevelt Mosley
Board Chair
$0
Hrs/Wk
20
Compensation
$0
Related Orgs
$0
Other
$0
Katherine Antonello
Board Chair (thru 11/23)
$0
Hrs/Wk
20
Compensation
$0
Related Orgs
$0
Other
$0
Anthony Bustillo
Vp-professional Education
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Richard Moncher
Vp-administration
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
William Wilder
Vp-admissions
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Keith Berman
Vp-international
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Erin Olson
Vp-marketing & Communications
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Morgan Bugbee
Vp-research & Development
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| J Michael Boa | Chief Communications Officer | 40 | $287.6K | $0 | $101.6K | $389.2K |
| Kendall Williams | Staff Actuary | 40 | $256.4K | $0 | $47.7K | $304.1K |
| John Kleine | Chief Growth And Product Officer | 40 | $241.4K | $0 |
J Michael Boa
Chief Communications Officer
$389.2K
Hrs/Wk
40
Compensation
$287.6K
Related Orgs
$0
Other
$101.6K
Kendall Williams
Staff Actuary
$304.1K
Hrs/Wk
40
Compensation
$256.4K
Related Orgs
$0
Other
$47.7K
John Kleine
Chief Growth And Product Officer
$286.9K
Hrs/Wk
40
Compensation
$241.4K
Related Orgs
$0
Other
$45.5K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Alejandra Nolibos | Director (thru 11/23) | 5 | $0 | $0 | $0 | $0 |
| Alicia Speight | Director | 5 | $0 | $0 | $0 | $0 |
| Amber Rohde | Director | 5 | $0 | $0 | $0 | $0 |
| Brian Dupperreault | Director (thru 11/23) | 5 | $0 | $0 | $0 | $0 |
| Erika Schurr | Director (thru 11/23) | 5 | $0 | $0 | $0 | $0 |
| Geoff Werner | Director (thru 11/23) |
Alejandra Nolibos
Director (thru 11/23)
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Alicia Speight
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Amber Rohde
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
| $0 |
| $13M |
| $21.1M |
| $14.4M |
| 2019 | $15.7M | $0 | $15M | $21.5M | $13.9M |
| 2018 | $14.2M | $0 | $13.8M | $19.7M | $13.6M |
| 2017 | $12.8M | $0 | $12.4M | $18.2M | $12M |
| 2016 | $12.4M | $0 | $12M | $16.3M | $10M |
| 2015 | $12.8M | $0 | $12.4M | $14M | $9.5M |
| 2014 | $12.1M | $0 | $11.9M | $14.9M | $9.6M |
| 2013 | $10.3M | $0 | $9M | $13.1M | $8.9M |
| 2012 | $9.1M | $0 | $8.6M | $10.8M | $7M |
| 2011 | $8.8M | $0 | $8.3M | $8.9M | $5.9M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2005 | 990 | — |
| $45.5K |
| $286.9K |
| Joyce Neverov | Chief Business Officer | 40 | $243.7K | $0 | $23K | $266.8K |
| Kathleen Dean | Director, Meeting Services | 40 | $176.8K | $0 | $72.9K | $249.7K |
| Alicia Burke | Icas Director Of Portfolio & Product Development | 40 | $173.6K | $0 | $22.9K | $196.5K |
| Carrie Cross | Strategy And Learning Partner | 40 | $155.1K | $0 | $33.2K | $188.3K |
Joyce Neverov
Chief Business Officer
$266.8K
Hrs/Wk
40
Compensation
$243.7K
Related Orgs
$0
Other
$23K
Kathleen Dean
Director, Meeting Services
$249.7K
Hrs/Wk
40
Compensation
$176.8K
Related Orgs
$0
Other
$72.9K
Alicia Burke
Icas Director Of Portfolio & Product Development
$196.5K
Hrs/Wk
40
Compensation
$173.6K
Related Orgs
$0
Other
$22.9K
Carrie Cross
Strategy And Learning Partner
$188.3K
Hrs/Wk
40
Compensation
$155.1K
Related Orgs
$0
Other
$33.2K
| 5 |
| $0 |
| $0 |
| $0 |
| $0 |
| Jason Russ | Director | 5 | $0 | $0 | $0 | $0 |
| Joe Milicia | Director | 5 | $0 | $0 | $0 | $0 |
| Julie Lederer | Director | 5 | $0 | $0 | $0 | $0 |
| Justin Brenden | Director | 5 | $0 | $0 | $0 | $0 |
| Kathleen Ores Walsh | Director | 5 | $0 | $0 | $0 | $0 |
| Kathy Olcese | Director | 5 | $0 | $0 | $0 | $0 |
| Kris Defrain | Director (thru 11/23) | 5 | $0 | $0 | $0 | $0 |
| Len Llaguno | Director | 5 | $0 | $0 | $0 | $0 |
| Peter Hahn | Director | 5 | $0 | $0 | $0 | $0 |
| Sandy Lowe | Director | 5 | $0 | $0 | $0 | $0 |
| Stephanie Espy | Director | 5 | $0 | $0 | $0 | $0 |
| Steve Belden | Director | 5 | $0 | $0 | $0 | $0 |
| Wanchin Chou | Director | 5 | $0 | $0 | $0 | $0 |
| Yvonne Palm | Director | 5 | $0 | $0 | $0 | $0 |
Brian Dupperreault
Director (thru 11/23)
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Erika Schurr
Director (thru 11/23)
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Geoff Werner
Director (thru 11/23)
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Jason Russ
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Joe Milicia
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Julie Lederer
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Justin Brenden
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Kathleen Ores Walsh
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Kathy Olcese
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Kris Defrain
Director (thru 11/23)
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Len Llaguno
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Peter Hahn
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Sandy Lowe
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Stephanie Espy
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Steve Belden
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Wanchin Chou
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Yvonne Palm
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0