2026-08-19T13:31:32-05:00 2025-12-31 221655803 DORFMAN ABRAMS MUSIC LLC 250 PEHLE AVE SUITE 702 SADDLE BROOK NJ 07663 990 2025-01-01 581420617 SPENCER EDUCATIONAL FOUNDATION INC SPEN 2126556208 PO BOX 23613 NEW YORK NY 100873613 MICHAEL VANACKER TREASURER 2126556208 2026-08-12 1 PATRICIA DIAZ CPA P01362006 2014039750 2025 2025-03-06 01:10:19Z MEGAN MILLER PO BOX 23613 NEW YORK NY 100873613 8354885 0 X WWW.SPENCERED.ORG X 1979 GA TO FACILITATE THE FUNDING OF TOMORROW'S RISK MANAGEMENT AND INSURANCE LEADERS THROUGH SCHOLARSHIPS, GRANTS, INTERNSHIP OPPORTUNITIES, ON AND OFF CAMPUS EXPERIENTIAL LEARNING, AND SUPPORT OF RISK MANAGEMENT CURRICULA. 25 25 0 75 0 0 3076775 3693435 0 0 469737 539121 8547 24300 3555059 4256856 1867354 2942586 0 0 923997 1113217 0 0 353442 292207 659540 3083558 4715343 471501 -458487 10061035 9880646 389254 504118 9671781 9376528 X TO FACILITATE THE FUNDING OF TOMORROW'S RISK MANAGEMENT AND INSURANCE LEADERS THROUGH SCHOLARSHIPS, GRANTS, INTERNSHIP OPPORTUNITIES, ON AND OFF CAMPUS EXPERIENTIAL LEARNING, AND SUPPORT OF RISK MANAGEMENT CURRICULA. 0 0 872500 872500 SCHOLARSHIPS - RISK MANAGEMENT AND INSURANCE STUDENTS ARE AT THE HEART OF EVERYTHING SPENCER DOES. SPENCER AWARDS UNDERGRADUATE, GRADUATE, PH.D. AND PRE-INSTRUCTOR OF PRACTICE SCHOLARSHIPS TO STUDENTS STUDYING AT INSTITUTIONS IN THE UNITED STATES AND CANADA, AS WELL AS PART-TIME GRADUATE SCHOLARSHIPS TO RISK AND INSURANCE PROFESSIONALS CONTINUING THEIR EDUCATION.DURING 2025, SPENCER AWARDED 105 SCHOLARSHIPS 1197582 1197582 GENERAL GRANTS - SPENCER'S GRANTS PROGRAM SUPPORTS INITIATIVES THAT ALIGN WITH THE FOUNDATION'S MISSION TO FUND THE EDUCATION OF TOMORROW'S RISK MANAGEMENT AND INSURANCE LEADERS. SPENCER CONSIDERS GRANT PROPOSALS THAT FALL IN THE FOLLOWING TWO CRITICAL BRANCHES: 1. PROVIDE EXPERIENTIAL LEARNING OPPORTUNITIES FOR RISK MANAGEMENT AND INSURANCE STUDENTS, AND 2. ATTRACT NEW TALENT TO THE INDUSTRY.DURING 2025, SPENCER AWARDED 90 GENERAL GRANTS 262500 262500 INTERNSHIPS - THROUGH OUR INTERNSHIP GRANT PROGRAM, SPENCER AIMS TO SUPPORT TOMORROW'S RISK MANAGEMENT AND INSURANCE LEADERS THROUGH EXPERIENTIAL LEARNING OPPORTUNITIES. SPENCER PROVIDES INTERNSHIP GRANTS OF UP TO $7,500 TO RISK MANAGERS TO HIRE INTERNS IN THE RISK MANAGEMENT FUNCTION OF THEIR ORGANIZATIONS. EMPLOYERS APPLY FOR THE GRANTS FROM SPENCER, AND STUDENTS THEN APPLY DIRECTLY WITH THE COMPANIES FOR THE INTERNSHIP OPPORTUNITIES.DURING 2025, SPENCER AWARDED 33 INTERSHIP GRANTS 1847875 610004 COURSE DEVELOPMENT - SPENCER'S COURSE DEVELOPMENT GRANT PROGRAM SUPPORTS INTRODUCTORY RISK MANAGEMENT AND INSURANCE COURSE DEVELOPMENT - FOR UNIVERSITIES THAT HAVE NOT PREVIOUSLY OFFERED ANY SUCH INSTRUCTION - AS WELL AS PROPOSALS FOR ADDITIONAL COURSE CURRICULUM DEVELOPMENT AND PROGRAM DEVELOPMENT - FOR UNIVERSITIES LOOKING TO DEVELOP A RMI PROGRAM AND/OR EXPAND EXISTING RMI COURSE OFFERINGS, WITH AN EMPHASIS ON NEW AND EMERGING AREAS IN THE INDUSTRY.DURING 2025, SPENCER AWARDED 17 COURSE DEVELOPMENT GRANTS. RISK MANAGER ON CAMPUS GRANTS - FOR 25 YEARS, SPENCER'S RISK MANAGER ON CAMPUS (RMOC) PROGRAM HAS BEEN PRAISED BY BOTH UNIVERSITIES AND RISK MANAGERS AS A REWARDING EDUCATIONAL EXPERIENCE FOR STUDENTS AND A CHANCE TO GIVE BACK TO THE PROFESSION. THE PROGRAM BRINGS A PRACTICING RISK MANAGER TO THE UNIVERSITY TO PRESENT AND ENGAGE WITH STUDENTS ABOUT THE RISK MANAGEMENT PROFESSION AND INSURANCE INDUSTRY.DURING 2025, SPENCER AWARDED 70 RISK MANAGER ON CAMPUS GRANT STUDENT RISK MANAGEMENT CHALLENGE - THE SPENCER-RIMS STUDENT RISK CHALLENGE IS AN INTERNATIONAL STUDENT COMPETITION IN WHICH STUDENTS SHOWCASE THEIR RESEARCH SKILLS AND APPLY THEIR RISK MANAGEMENT KNOWLEDGE TO REAL-LIFE SCENARIO. THE COMPETITION REQUIRES UNIVERSITY/COLLEGE TEAMS COMPRISING OF FOUR STUDENTS TO DEVELOP AND PRESENT A COMPREHENSIVE RISK MANAGEMENT REPORT BASED ON A CASE STUDY. A JUDGING COMMITTEE EVALUATES THE TEAMS' SOLUTIONS, AND THE TOP EIGHT TEAMS ARE INVITED TO PRESENT THEIR STRATEGIES AT THE ANNUAL RIMS RISKWORLD CONFERENCE. 1847875 610004 4180457 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X MEGAN MILLER 2672071759 PO BOX 23613 NEW YORK NY 10087 X STEPHEN ACUNTO JR DIRECTOR 1.00 X 0 0 0 JOSEPH CELLURA DIRECTOR 1.00 X 0 0 0 LYNDSEY CHRISTOFER DIRECTOR (JOINED 1/1/25) 1.00 X 0 0 0 DR CASSANDRA COLE DIRECTOR 1.00 X 0 0 0 JOHN DIAZ DIRECTOR (JOINED 5/1/25) 1.00 X 0 0 0 ANDREA M DUDEK DIRECTOR 1.00 X 0 0 0 DUNCAN ELLIS DIRECTOR 1.00 X 0 0 0 ELIZABETH GEARY DIRECTOR (RETIRED 6/18/25) 1.00 X 0 0 0 JULIE GIBSON DIRECTOR 1.00 X 0 0 0 AMY GROSS DIRECTOR (JOINED 9/1/25) 1.00 X 0 0 0 STEPHEN HACKENBURG DIRECTOR (JOINED 1/1/25) 1.00 X 0 0 0 ALBAN LALOUM DIRECTOR (RETIRED 9/5/25) 1.00 X 0 0 0 JOSEPH V LAROCCO JR DIRECTOR 1.00 X 0 0 0 DR WEILI LU DIRECTOR 1.00 X 0 0 0 MICHELLE MCLANE DIRECTOR 1.00 X 0 0 0 MANUEL PADILLA DIRECTOR (RETIRED 12/31/25) 1.00 X 0 0 0 LINTON B PUCKETT DIRECTOR 1.00 X 0 0 0 ELIZABETH RICCIARDELLI DIRECTOR (RETIRED 12/31/25) 1.00 X 0 0 0 ROBIN ROEDER DIRECTOR 1.00 X 0 0 0 MICHELE J SANSONE DIRECTOR 1.00 X 0 0 0 JARROD SCHLESINGER DIRECTOR (JOINED 7/1/25) 1.00 X 0 0 0 BEN SLOOP DIRECTOR (RETIRED 12/31/25) 1.00 X 0 0 0 KRISTYN SMALLCOMBE DIRECTOR (JOINED 5/1/25) 1.00 X 0 0 0 SUE SRINIVASAN DIRECTOR 1.00 X 0 0 0 CRISTINA VIGILANTE DIRECTOR (JOINED 5/1/25) 1.00 X 0 0 0 JOHNELL HOLLY CHAIR 5.00 X X 0 0 0 JEFFREY COHEN PRESIDENT 3.00 X X 0 0 0 BOB THOMAS VICE PRESIDENT 3.00 X X 0 0 0 JACQUELYN BOLIG SECRETARY 3.00 X X 0 0 0 MICHAEL VANACKER TREASURER 3.00 X X 0 0 0 MEGAN MILLER CEO 40.00 X 386769 0 53537 TANDEKA NOMVETE EXTERNAL ENGAGEMENT DIRECT 40.00 X 103788 0 19181 KENNETH GOLDSTEIN UNIVERSITY PARTNERSHIPS DI 40.00 X 170261 0 40676 660818 0 113394 3 0 1 0 0 1763857 1929578 3693435 274651 274651 3966836 3702366 264470 264470 264470 395663 1763857 395663 0 MISCELLANEOUS INCOME 900099 24300 24300 24300 4256856 0 0 563421 1985145 1985145 860000 860000 97441 97441 440306 330230 22015 88061 532094 425770 44930 61394 21753 20482 1137 134 56082 50621 2906 2555 62982 49539 4082 9361 49995 49995 93172 93067 105 2731 2731 48664 17064 18331 13269 7229 4822 2027 380 257744 207553 26121 24070 3892 3892 12000 2100 9900 FUNDRAISING EXPENSE 154113 154113 BAD DEBT EXPENSE 30000 30000 4715343 4180457 181444 353442 522900 136888 49641 457 1485804 1806163 105986 231250 116039 93196 10215 0 10215 10215 7754975 7602477 15475 0 10061035 9880646 170846 318396 153408 165722 65000 20000 389254 504118 X 6822869 6206904 2848912 3169624 9671781 9376528 10061035 9880646 -458487 182641 -19407 0 X X 0 1 X 1 0 X 1681826 2529929 2177419 3076775 3693435 13159384 1681826 2529929 2177419 3076775 3693435 13159384 1175288 11984096 106485 173504 296985 302699 274651 1154324 2774 8579 9883 8547 24300 54083 14367791 1599622 0.83410 0.85420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 414052 1227 415279 406627 7425 414052 371700 34927 406627 386019 -14319 371700 375000 11019 386019 0.90300 0.09700 0 0 10215 10215 10215 REFUNDABLE ADVANCES 20000 20000 X 4608565 182641 188475 371116 4237449 19407 19407 4256856 4903818 188475 188475 4715343 0 4715343 PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 NORTH AMERICA 0 0 GRANTMAKING 92441 SOUTH ASIA 0 0 GRANTMAKING 5000 0 0 0 0 0 0 97441 0 97441 NORTH AMERICA GENERAL GRANTINTERNSHIPRMOC GRANT 54941 WIRE 0 AWARDS SOUTH ASIA 4 5000 WIRE SCHOLARSHIPS NORTH AMERICA 4 37500 WIRE 0 0 0 0 0 0 PART I, LINE 2: THE FOUNDATION DISTRIBUTES FUNDS THROUGH EIGHT PROGRAMS: SCHOLARSHIPS, INTERNSHIP GRANTS, RISK MANAGER IN RESIDENCE PROGRAM GRANTS, COURSE DEVELOPMENT, RISK MANAGEMENT CHALLENGE, GENERAL GRANTS, ICON UNIVERSITY PROGRAM AND SPENCER SUCCESS STIPENDS. EACH PROGRAM HAS A UNIQUE APPLICATION, WHICH IS REVIEWED AND EVALUATED BY A COMMITTEE. THE CRITERIA FOR EACH PROGRAM CAN BE FOUND ON THE FOUNDATION'S WEBSITE (WWW.SPENCERED.ORG). 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7500 0 INTERNSHIP ILLINOIS STATE UNIVERSITY FOUNDATION 101 ALUMNI CENTER CAMPUS BOX 8000 NORMAL IL 61790 376025713 501(C)(3) 5000 0 RMOC GRANT INDIANA STATE UNIVERSITY FOUNDATION INC 30 N 5TH ST TERRE HAUTE IN 47807 356045550 501(C)(3) 5000 0 RMOC GRANT LOUIS VUITTON MOET HENNESSY (LVMH) 19 EAST 57TH STREET 5TH FL NEW YORK NY 10022 137039406 7500 0 INTERNSHIP PANDA RESTAURANT GROUP 1683 WALNUT GROVE AVENUE ROSEMEAD CA 91770 954065005 7500 0 INTERNSHIP POSILLICO CIVIL INC 1750 NEW HIGHWAY FARMINGDALE NY 11735 111529032 7500 0 INTERNSHIP RICE UNIVERSITY 6100 MAIN STREET HOUSTON TX 77005 741109620 501(C)(3) 7500 0 INTERNSHIP ST JOHN'S UNIVERSITY NEW YORK 8000 UTOPIA PARKWAY QUEENS NY 11439 111630830 501(C)(3) 10000 0 COURSE DEVELOPMENT SUNY GENESEO ONE COLLEGE CIRCLE GENESEO NY 14454 160768260 501(C)(3) 20683 0 COURSE DEVELOPMENT MARTIN COUNTY BOARD OF COUNTY COMMISSIONERS 2401 SE MONTEREY ROAD STUART FL 34996 596000743 7500 0 INTERNSHIP SUNY OSWEGO RM 131 MARANO CAMPUS CENTER OSWEGO NY 13126 237177883 501(C)(3) 7240 0 COURSE DEVELOPMENT TARLETON STATE UNIVERSITY BOX T0950 STEPHENVILLE TX 76402 752331886 501(C)(3) 22337 0 COURSE DEVELOPMENT WESTERN NATIONAL GROUP 8 EXECUTIVE CIRCLE IRVINE CA 92614 952316285 7500 0 INTERNSHIP MASTERCARD 2000 PURCHASE STREET PURCHASE NY 10577 134172551 7500 0 INTERNSHIP METROPOLIS CAPITAL HOLDINGS LLC 200E RANDOLPH STREET CHICAGO IL 60601 990890822 7500 0 INTERNSHIP MATSON 426 N 44TH STREET STE 250 PHOENIX AZ 85008 940662400 7500 0 INTERNSHIP TROY UNIVERSITY UNIVERSITY AVENUE TROY AL 36130 636001102 501(C)(3) 7500 0 COURSE DEVELOPMENT UNIVERSITY OF TEXAS RIO GRANDE VALLEY 701 E EXPRESSWAY 83 BOX 13 MCALLEN TX 78501 465292740 501(C)(3) 10000 0 COURSE DEVELOPMENT RMOC GRANT UNIVERSITY OF WISCONSIN-MADISON FOR BENEFIT OF ACTUARIAL CLUB 105 GARFIELD AVE EAU CLAIRE WI 54701 465002135 501(C)(3) 10000 0 GENERAL GRANT UNIVERSITY OF ILLINOIS URBANA CHAMPAIGN 506 S WRIGHT STREET URBANA IL 61801 376000511 501(C)(3) 5000 0 RMOC GRANT UNIVERSITY OF ILLINOIS CHICAGO 1737 WEST POLK STREET SUITE 310 MC 672 CHICAGO IL 60612 362177139 501(C)(3) 40000 0 COURSE DEVELOPMENT UNC CHAPELL HILL 104 AIRPORT DRIVE CB1270 CHAPEL HILL NC 27599 566001393 16480 0 COURSE DEVELOPMENT UNIVERSITY AT ALBANY 1400 WASHINGTON AVENUE ALBANY NY 12222 161514621 501(C)(3) 15000 0 GENERAL GRANT UNIVERSITY AT ALBANY COLLEGE OF EMERGENCY PREPAREDNESS HOMELAND SECURITY A 1400 WASHINGTON AVENUE UAB 226 ALBANY NY 12222 364619281 501(C)(3) 5000 0 RMOC GRANT UNIVERSITY OF CENTRAL ARKANSAS 201 DONAGHEY AVENUE CONWAY AR 72035 716001828 501(C)(3) 24000 0 COURSE DEVELOPMENTRMOC GRANT UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION 201 DONAGHEY AVENUE CONWAY AR 72035 710550590 501(C)(3) 5000 0 RMOC GRANT UNIVERSITY OF WISCONSIN-MADISON 1848 UNIVERSITY AVENUE MADISON WI 53726 390743975 501(C)(3) 12500 0 RM CHALLENGE SCHOLARSHIPS 101 835000 PART I, LINE 2: THE FOUNDATION DISTRIBUTES FUNDS THROUGH EIGHT PROGRAMS: SCHOLARSHIPS, INTERNSHIP GRANTS, RISK MANAGER ON CAMPUS GRANTS, COURSE DEVELOPMENT, RISK MANAGEMENT CHALLENGE, GENERAL GRANTS, ICON UNIVERSITY PROGRAM AND SPENCER SUCCESS STIPENDS. EACH PROGRAM HAS A UNIQUE APPLICATION, WHICH IS REVIEWED AND EVALUATED BY A COMMITTEE. THE CRITERIA FOR EACH PROGRAM CAN BE FOUND ON THE FOUNDATION'S WEBSITE (WWW.SPENCERED.ORG). FOR SCHOLARSHIPS: THE AWARD CHECK IS MADE OUT JOINTLY TO THE RECIPIENT AND THE UNIVERSITY. THE FUNDS ARE TO BE APPLIED BY THE UNIVERSITY'S BURSAR FIRST TO TUITION, BOOKS, AND RISK MANAGEMENT/INSURANCE CURRICULUM-RELATED EXPENSES; SECOND, THE FUNDS ARE TO BE APPLIED TO ROOM AND BOARD EXPENSES. FOR INTERNSHIP GRANTS: THE AWARD CHECK IS MADE OUT TO THE APPLICANT'S ORGANIZATION. APPLICANTS ARE REQUIRED TO SHARE WHO THEY HIRED (RESUME AND TRANSCRIPT) AND THEY NEED TO COMPLETE A FINAL REPORT. FOR RISK MANAGER ON CAMPUS GRANT: THE AWARD CHECK IS MADE OUT TO THE APPLYING UNIVERSITY. THE APPLICANT IS REQUIRED TO COMPLETE A FINAL REPORT (INCLUDING FINAL BUDGET) AND REIMBURSE THE RISK MANAGER FOR EXPENSES. FOR GENERAL GRANTS: THE AWARD CHECK IS MADE OUT TO THE APPLICANT'S ORGANIZATION. APPLICANTS ARE REQUIRED TO COMPLETE A FINAL REPORT (INCLUDING FINAL BUDGET). X X X X 0 0 0 0 0 0 0 0 0 MEGAN MILLER CEO 293019 0 93750 0 0 0 21265 0 32272 0 440306 0 0 0 KENNETH GOLDSTEIN UNIVERSITY PARTNERSHIPS DI 140261 0 30000 0 0 0 9923 0 30753 0 210937 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND AUDIT/FINANCE COMMITTEE. AFTER REVIEW THE FORM 990 IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTOR'S MEMBERS COMPLETE A COI FORM ANNUALLY. THE FORMS ARE THEN REVIEWED BY THE BOARD COMPOSITION AND GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A A COMPARATIVE ANALYSIS OF SALARIES FOR SIMILAR EMPLOYEES AT SIMILAR ORGANIZATIONS IS CONDUCTED ANNUALLY. INDUSTRY PUBLICATIONS SUCH AS THE BRIDGESPAN COMPENSATION REPORT AND OTHER PUBLICALLY AVAILABLE REPORTS ARE ALSO USED FOR BENCHMARKING. THE ENTIRE FIVE MEMBER EXECUTIVE COMMITTEE WEIGHS IN ON AND APPROVES ANNUAL COMPENSATION CHANGES AND BONUSES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT. OTHER DOCUMENTS ARE AVAIABLE UPON REQUEST. FORM 990 PART VII, SECTION A, LINE (28) - PART VII, SECTION B: UNDER A WRITTEN MANAGEMENT AGREEMENT THE REPORTING ORGANIZATION REIMBURSED RISK AND INSURANCE MANAGEMENT SOCIETY, INC. ("RIMS") (A NON-RELATED ORGANIZATION FOR PURPOSES OF FORM 990, SCHEDULE R REPORTING) PERSONNEL COSTS.