Nonprofit · EIN 36-6142798
AMERICAN ACADEMY OF ACTUARIES
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,165,925 | $15,250,268 | $915,657 | $36,594,922 | $14,246,928 | $22,347,994 |
| December 31, 2023 | 990 | $15,419,248 | $14,516,124 | $903,124 | $35,313,722 | $15,203,497 | $20,110,225 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,373,126
- Investment income
- $1,600,616
- Other revenue
- $192,183
Expenses
- Grants and similar amounts paid
- $130,000
- Compensation of officers, directors and key employees
- $2,730,155
- Other salaries and wages
- $4,462,174
- Salaries, compensation and benefits (total)
- $8,580,185
- Professional fundraising fees
- $0
- Legal fees
- $318,335
- Accounting fees
- $39,000
- Occupancy
- $912,954
- Travel
- $750,881
- Depreciation
- $203,636
Balance sheet and other
- Total assets, start of year
- $35,313,722
- Total assets, end of year
- $36,594,922
- Total liabilities, end of year
- $14,246,928
- Net assets, end of year
- $22,347,994
- Land, buildings and equipment
- $707,418
- Publicly traded securities
- $24,401,048
- Net assets without donor restrictions
- $22,347,994
- Gross unrelated business income
- $192,183
- Gross receipts
- $16,165,925
- Employees
- 59
- Volunteers
- 700
- Year formed
- 1966
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| William Michalisin | Executive Director CEO Officer | 50 | $763,230 | $71,577 |
| Thomas Hopkins | Chief Financial Officer Officer | 50 | $303,441 | $77,593 |
| Brian Jackson | General Counsel Key employee | 50 | $307,584 | $43,602 |
| Geralyn Trujullo | Sr Dir of Public Policy Key employee | 35 | $304,047 | $42,816 |
| David Nolan | Sr Dir Communications Key employee | 50 | $265,874 | $73,125 |
| Lori Feinman | Sr Dir Education and Events Key employee | 50 | $193,336 | $57,154 |
| Christopher Cassidy | Asst Director of IT Highest-paid employee | 35 | $185,589 | $61,515 |
| Kasha Shelton | Sr Director of Membership Key employee | 50 | $190,272 | $36,504 |
| Steven Jackson | Director Research Highest-paid employee | 35 | $181,744 | $22,558 |
| Erica Kennedy | Director of Professionalism and ASB Highest-paid employee | 35 | $170,372 | $33,806 |
| Ed Lee | Assoc Director Professionalism ABCD Highest-paid employee | 35 | $174,232 | $22,503 |
| Eric Harding | Director Marketing Highest-paid employee, Former | 50 | $159,555 | $33,168 |
| Darrell Knapp | President Trustee or director, Officer | 1 | $0 | $0 |
| Tricia Matson | President - Elect Trustee or director, Officer | 1 | $0 | $0 |
| Lisa Slotznick | Immediate Past President Trustee or director | 1 | $0 | $0 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ken Kent | Penultimate Past President Trustee or director | 1 | $0 |
| Banjamin Slutsker | Secretary - Treasurer Trustee or director | 1 | $0 |
| Nancy Behrens | VP Professionalism and Education Trustee or director | 1 | $0 |
| Susan Kent | VP Casualty Trustee or director | 1 | $0 |
| Jason Kehrberg | VP LIfe Trustee or director | 1 | $0 |
| Annette James | VP Health Trustee or director | 1 | $0 |
| Jason Russell | VP Pension Trustee or director | 1 | $0 |
| Steve Malerich | VP Risk Management Financial Reporting Trustee or director | 1 | $0 |
| Cathy Murphy Barron | Director Trustee or director | 1 | $0 |
| Dorothy Andrews | Director Trustee or director | 1 | $0 |
| Steve Armstrong | Director Trustee or director | 1 | $0 |
| Lena Black | Director Trustee or director | 1 | $0 |
| Joyce Bohl | Director Trustee or director | 1 | $0 |
| Eric Keener | Director Trustee or director | 1 | $0 |
| Derek Freihaut | Director Trustee or director | 1 | $0 |
| Donna Megregian | Director Trustee or director | 1 | $0 |
| Julia Lerch | Director Trustee or director | 1 | $0 |
| Maambo Mujala | Director Trustee or director | 1 | $0 |
| Tim Geddes to Nov 14 2024 | VP Professionalism and Education Trustee or director | 1 | $0 |
| Amy Angell to Nov 13 2024 | VP Casualty Trustee or director | 1 | $0 |
| Barbara Klever to Nov 14 2024 | Director Trustee or director | 1 | $0 |
| Dorothy Andrews to Nov 14 2024 | Director Trustee or director | 1 | $0 |
| Chris Carlson to Nov 14 2024 | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| William Michalisin | Executive Director Officer | 50 | $623,891 | $47,097 |
| Brian Jackson | General Counsel Sr Dir Professionalism Key employee | 50 | $296,429 | $44,061 |
| David Nolan | Sr Director of Communications Key employee | 50 | $263,238 | $77,076 |
| Thomas Hopkins | CFO Sr Director Admininstration Officer | 50 | $289,878 | $36,448 |
| Lori Feinman | Sr Dir Education and Events Key employee | 50 | $249,500 | $42,804 |
| Christopher Cassidy | Asst Director of IT Highest-paid employee | 35 | $184,151 | $64,352 |
| Kasha Shelton | Sr Director of Membership Key employee | 50 | $181,144 | $44,188 |
| Erica Kennedy | Director of Professionalism and ASB Highest-paid employee | 35 | $164,196 | $41,243 |
| Steven Jackson | Director Research Highest-paid employee | 35 | $182,350 | $21,995 |
| Ed Lee | Assoc Director Professionalism ABCD Highest-paid employee | 35 | $170,236 | $24,178 |
| Jen Adach | Director Marketing Highest-paid employee | 35 | $155,365 | $35,639 |
| Geralyn Trujullo | Sr Dir of Public Policy Key employee | 50 | $137,155 | $4,118 |
| Craig Hanna to Feb 23 2023 | Director Public Policy Former | 50 | $129,822 | $2,764 |
| Lisa Slotznick | President Trustee or director, Officer | 1 | $0 | $0 |
| Darrell Knapp | President - Elect Trustee or director, Officer | 1 | $0 | $0 |
| Ken Kent | Immediate Past President Trustee or director | 1 | $0 | $0 |
| Maryellen Coggins | Penultimate Past President Trustee or director | 1 | $0 | $0 |
| Benjamin Slutsker | Secretary - Treasurer Trustee or director | 1 | $0 | $0 |
| Tim Geddes | VP Professionalism and Education Trustee or director | 1 | $0 | $0 |
| Amy Angell | VP Casualty Trustee or director | 1 | $0 | $0 |
| Jason Kehrberg | VP LIfe Trustee or director | 1 | $0 | $0 |
| Barbara Klever | VP Health Trustee or director | 1 | $0 | $0 |
| Jason Russell | VP Pension Trustee or director | 1 | $0 | $0 |
| Steve Malerich | VP Risk Management Financial Reporting Trustee or director | 1 | $0 | $0 |
| Cathy Murphy Barron | Director Trustee or director | 1 | $0 | $0 |
| Dorothy Andrews | Director Trustee or director | 1 | $0 | $0 |
| Steve Malerich | Vp Risk Mgt Financial Reporting Trustee or director | 1 | $0 | $0 |
| Lena Black | Director Trustee or director | 1 | $0 | $0 |
| Joyce Bohl | Director Trustee or director | 1 | $0 | $0 |
| Chris Carlson | Director Trustee or director | 1 | $0 | $0 |
| Derek Freihaut | Director Trustee or director | 1 | $0 | $0 |
| Annette James | Director Trustee or director | 1 | $0 | $0 |
| Julia Lerch | Director Trustee or director | 1 | $0 | $0 |
| Maambo Mujala | Director Trustee or director | 1 | $0 | $0 |
| Sherry Chan to Nov 14 2023 | VP Pension Trustee or director | 1 | $0 | $0 |
| Seong min Eom to Nov 14 2023 | VP Risk Managment Financial Reporting Trustee or director | 1 | $0 | $0 |
| Margaret Berger to Nov 14 2023 | Director Trustee or director | 1 | $0 | $0 |
| Pete Weber to Nov 14 2023 | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1850 M ST NW STE 300, WASHINGTON, DC 20036-5805
- In care of
- % WILLIAM MICHALISIN
- Principal officer (990 for 2024)
- Thomas Hopkins, 1850 M ST NW, STE 300, WASHINGTON, DC 20036
- Signed the 990
- Thomas Hopkins, CFO
- Phone
- (202) 223-8196
Mission
The Academys mission is to serve the public and the United States actuarial profession.
Program accomplishments
- Provided independent and objective actuarial information analysis and education for the formation of public policy; Identified and addressed issues on behalf of the public in matters where actuarial science provided an understanding; Increased the publics understanding and recognition of the value of the actuarial profession; Facilitated and coordinated issues of common interest among the U.S.-based actuarial actuarial associations; and coordinated the representation of the U.S. profession globally.0
- Established and improved standards of actuarial practice. These Actuarial Standards of Practice ASOPs identify what the actuary should consider document and disclose when performing an actuarial assignment. Set standards for appropriate practice in the United States.0
- Strengthened members adherence to the recognized standards of ethical and professional conduct. Responded to actuaries request for guidance on professional issues and considered complaints about possible violations of the actuarial Codes of Professional Conduct and conducted educational outreach efforts.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-6142798
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $36,594,922
- Income (IRS master file)
- $16,165,925
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,165,925 | $15,250,268 | $36,594,922 | XML |
| 990 | December 2023 | $15,419,248 | $14,516,124 | $35,313,722 | XML |
| 990 | December 2022 | $14,614,904 | $13,556,184 | $33,918,112 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6142798).
Questions about AMERICAN ACADEMY OF ACTUARIES
- What is the EIN of AMERICAN ACADEMY OF ACTUARIES?
- The employer identification number (EIN) of AMERICAN ACADEMY OF ACTUARIES is 36-6142798.
- Is AMERICAN ACADEMY OF ACTUARIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1966.
- Are donations to AMERICAN ACADEMY OF ACTUARIES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERICAN ACADEMY OF ACTUARIES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN ACADEMY OF ACTUARIES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN ACADEMY OF ACTUARIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AMERICAN ACADEMY OF ACTUARIES?
- The 990 for the year ended December 31, 2024 names Thomas Hopkins.
- Who are the officers and directors of AMERICAN ACADEMY OF ACTUARIES?
- The 990 for the year ended December 31, 2024 lists 38 people; 12 received compensation from the organization, the highest $763,230 (William Michalisin, Executive Director CEO).
- How much revenue does AMERICAN ACADEMY OF ACTUARIES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,165,925, expenses of $15,250,268 and total assets of $36,594,922 at year end.
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