Nonprofit · EIN 75-1247887
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC
Also known as AMERICAN RETIREMENT ASSOCIATION
Tax-exempt · ARLINGTON, VA 22203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $31,810,605 | $30,016,207 | $1,794,398 | $40,468,951 | $19,765,842 | $20,703,109 |
| December 31, 2024 | 990 | $29,068,695 | $27,728,266 | $1,340,429 | $36,599,402 | $18,977,884 | $17,621,518 |
| December 31, 2023 | 990 | $26,553,588 | $25,526,835 | $1,026,753 | $35,139,535 | $22,177,883 | $12,961,652 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $884,403
- of which government grants
- $884,403
- Program service revenue
- $29,909,564
- Investment income
- $863,221
- Royalties
- $10,022
- Net gain from sales of assets
- $36,119
- Other revenue
- $153,417
Expenses
- Grants and similar amounts paid
- $80,473
- Compensation of officers, directors and key employees
- $2,320,690
- Other salaries and wages
- $11,339,309
- Salaries, compensation and benefits (total)
- $17,277,559
- Professional fundraising fees
- $0
- Legal fees
- $145,310
- Accounting fees
- $78,281
- Occupancy
- $700,836
- Travel
- $1,003,745
- Depreciation
- $893,682
Balance sheet and other
- Total assets, start of year
- $36,599,402
- Total assets, end of year
- $40,468,951
- Total liabilities, end of year
- $19,765,842
- Net assets, end of year
- $20,703,109
- Land, buildings and equipment
- $3,362,707
- Publicly traded securities
- $10,907,641
- Net assets without donor restrictions
- $20,703,109
- Gross unrelated business income
- $1,958,170
- Gross receipts
- $33,046,030
- Employees
- 93
- Volunteers
- 150
- Year formed
- 1966
- State of legal domicile
- TX
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN H GRAFF | CEO Officer | 50 | $1,374,908 | $106,424 |
| ALLISON WIELOBOB | GENERAL COUNSEL Highest-paid employee | 40 | $518,358 | $54,716 |
| WILLIAM HANSEN | CHIEF GOVERNMENT AFFAIRS OFFICER Highest-paid employee | 40 | $476,218 | $54,152 |
| VICTORIA BACKER | COO Key employee | 40 | $361,555 | $64,343 |
| BRIAN P SHORT | CFO Officer | 40 | $363,332 | $50,129 |
| THOMAS CONNOLLY | CHIEF SALES OFFICER Highest-paid employee | 40 | $349,002 | $39,522 |
| KELSEY MAYO | CHIEF OF RETIREMENT POLICY Highest-paid employee | 40 | $330,824 | $21,327 |
| MATT SCANLON | CHIEF MARKETING OFFICER Highest-paid employee | 40 | $303,098 | $44,310 |
| MARJORIE MANN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SAMUEL BRANDWEIN | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| LYNN YOUNG | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| PATRICIA WENZEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY A ACHESON | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JJ MCKINNEY | SENATORIAL MEMBER: ASPPA Trustee or director | 1 | $0 | $0 |
| SHANNON EDWARDS | SENATORIAL MEMBER: ASPPA Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH GREDYS | SENATORIAL MEMBER: NAPA Trustee or director | 1 | $0 |
| LISA DRAKE | SENATORIAL MEMBER: NAPA Trustee or director | 1 | $0 |
| DAVID KUPSTAS | SENATORIAL MEMBER: ASEA Trustee or director | 1 | $0 |
| CHARLES BROWN | SENATORIAL MEMBER: ASEA Trustee or director | 1 | $0 |
| BRENT NEESE | SENATORIAL MEMBER: NTSA Trustee or director | 1 | $0 |
| MARK HEISLER | SENATORIAL MEMBER: NTSA Trustee or director | 1 | $0 |
| DIANE GARWOOD | SENATORIAL MEMBER: PSCA Trustee or director | 1 | $0 |
| BRANDON DIERSCH | SENATORIAL MEMBER: PSCA Trustee or director | 1 | $0 |
| PAUL D'AIUTOLO | AT-LARGE MEMBER Trustee or director | 1 | $0 |
| FRANK PORTER | AT-LARGE MEMBER Trustee or director | 1 | $0 |
| JANIA STOUT | AT-LARGE MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN H GRAFF | CEO Officer | 50 | $1,324,390 | $388,449 |
| ALLISON WIELOBOB | GENERAL COUNSEL Highest-paid employee | 40 | $499,205 | $51,196 |
| WILLIAM HANSEN | CHIEF GOVERNMENT AFFAIRS OFFICER Highest-paid employee | 40 | $457,980 | $50,727 |
| CHRISTOPHER DEGRASSI | CHIEF OF RETIREMENT ED (UNTIL 10/24) Highest-paid employee | 40 | $390,734 | $38,887 |
| VICTORIA BACKER | COO Key employee | 40 | $344,580 | $52,681 |
| THOMAS CONNOLLY | CHIEF SALES OFFICER Highest-paid employee | 40 | $336,152 | $39,671 |
| BRIAN P SHORT | CFO Officer | 40 | $305,928 | $40,356 |
| JOHN SULLIVAN | CHIEF CONTENT OFFICER Highest-paid employee | 40 | $283,487 | $39,299 |
| JJ MCKINNEY SEE SCH O | SENATORIAL MEMBER: ASPPA Trustee or director | 1 | $800 | $0 |
| JEFFERY A ACHESON | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| MARJORIE MANN | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| SAMUEL BRANDWEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LYNN YOUNG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MIRIAM G MATRANGOLA | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| AMANDA IVERSON | SENATORIAL MEMBER: ASPPA Trustee or director | 1 | $0 | $0 |
| KEITH GREDYS | SENATORIAL MEMBER: NAPA Trustee or director | 1 | $0 | $0 |
| RENEE SCHERZER | SENATORIAL MEMBER: NAPA Trustee or director | 1 | $0 | $0 |
| ANGIE VADNAIS | SENATORIAL MEMBER: ASEA Trustee or director | 1 | $0 | $0 |
| CHARLES BROWN | SENATORIAL MEMBER: ASEA Trustee or director | 1 | $0 | $0 |
| BRENT NEESE | SENATORIAL MEMBER: NTSA Trustee or director | 1 | $0 | $0 |
| TONI WHALEY | SENATORIAL MEMBER: NTSA Trustee or director | 1 | $0 | $0 |
| DIANE GARWOOD | SENATORIAL MEMBER: PSCA Trustee or director | 1 | $0 | $0 |
| BRANDON DIERSCH | SENATORIAL MEMBER: PSCA Trustee or director | 1 | $0 | $0 |
| PAUL D'AIUTOLO | AT-LARGE MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICIA WENZEL | AT-LARGE MEMBER Trustee or director | 1 | $0 | $0 |
| FRANK PORTER | AT-LARGE MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIAN H GRAFF | CEO Officer | 50 | $1,523,301 | $388,145 |
| ALLISON WIELOBOB | GENERAL COUNSEL Highest-paid employee | 40 | $480,106 | $47,860 |
| WILLIAM HANSEN | CHIEF GOVERNMENT AFFAIRS OFFICER Highest-paid employee | 40 | $442,887 | $47,423 |
| CHRISTOPHER DEGRASSI | CHIEF OF RETIREMENT EDUCATION Highest-paid employee | 40 | $342,557 | $37,820 |
| VICTORIA BACKER | COO Key employee | 40 | $330,760 | $49,081 |
| THOMAS CONNOLLY | CHIEF SALES OFFICER Highest-paid employee | 40 | $323,440 | $36,723 |
| JOHN SULLIVAN | CHIEF CONTENT OFFICER Highest-paid employee | 40 | $277,633 | $18,349 |
| BRIAN P SHORT | CFO Officer | 40 | $237,503 | $33,901 |
| MIRIAM G MATRANGOLA | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| JEFFERY A ACHESON | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MARJORIE MANN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SAMUEL BRANDWEIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH F DENOYIOR | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN BONESTROO | SENATORIAL MEMBER: ASPPA Trustee or director | 1 | $0 | $0 |
| AMANDA IVERSON | SENATORIAL MEMBER: ASPPA Trustee or director | 1 | $0 | $0 |
| CORBY DALL | SENATORIAL MEMBER: NAPA Trustee or director | 1 | $0 | $0 |
| RENEE SCHERZER | SENATORIAL MEMBER: NAPA Trustee or director | 1 | $0 | $0 |
| ANGIE VADNAIS | SENATORIAL MEMBER: ASEA Trustee or director | 1 | $0 | $0 |
| CLINT BLANKENSHIP | SENATORIAL MEMBER: ASEA Trustee or director | 1 | $0 | $0 |
| LISA STUBBS | SENATORIAL MEMBER: NTSA Trustee or director | 1 | $0 | $0 |
| TONI WHALEY | SENATORIAL MEMBER: NTSA Trustee or director | 1 | $0 | $0 |
| GREG BRACCILI | SENATORIAL MEMBER: PSCA Trustee or director | 1 | $0 | $0 |
| DIANE GARWOOD | SENATORIAL MEMBER: PSCA (UNTIL 5/23) Trustee or director | 1 | $0 | $0 |
| ROBIN HOPE | SENATORIAL MEMBER: PSCA (FROM 5/23) Trustee or director | 1 | $0 | $0 |
| PAUL D'AIUTOLO | AT-LARGE MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICIA WENZEL | AT-LARGE MEMBER Trustee or director | 1 | $0 | $0 |
| LYNN YOUNG | AT-LARGE MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4401 FAIRFAX DR STE 600, ARLINGTON, VA 22203-1570
- Principal officer (990 for 2025)
- BRIAN H GRAFF, 4401 N FAIRFAX DRIVE 600, ARLINGTON, VA 22203
- Signed the 990
- BRIAN H GRAFF, CEO
- Phone
- (703) 516-9300
- Website
- WWW.USARETIREMENT.ORG
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
Mission
TO EDUCATE PENSION ACTUARIES, CONSULTANTS, ADMINISTRATORS AND OTHER BENEFITS PROFESSIONALS AND TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS PART OF THE DEVELOPMENT OF A COHERENT NATIONAL RETIREMENT INCOME POLICY.
Program accomplishments
- CONFERENCES AND EVENTS ARE HELD THROUGHOUT THE YEAR TO PROVIDE CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES AMONG RETIREMENT PLAN PROFESSIONALS IN GOVERNMENT AND INDUSTRY. IT IS ESTIMATED THAT THESE PROGRAMS SERVE APPROXIMATELY 6,000 MEMBERS OF THE INDUSTRY.
- EDUCATION AND EXAMINATIONS LEAD TO PROFESSIONAL CREDENTIALS AS WELL AS TOPICAL FIELDS OF STUDY AND MAY LEAD TO COLLEGE CREDITS.
- GOVERNMENT AFFAIRS ACTS AS AN ADVOCATE FOR ITS 35,000+ MEMBERS WITH GOVERNMENT AGENCIES IN ORDER TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS A PART OF A COHESIVE AND COHERENT NATIONAL RETIREMENT INCOME POLICY.
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 | 990 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
- 75-1247887
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $40,468,951
- Income (IRS master file)
- $33,046,030
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $31,810,605 | $30,016,207 | $40,468,951 | IRS |
| 990 | December 2024 | $29,068,695 | $27,728,266 | $36,599,402 | XML |
| 990 | December 2023 | $26,553,588 | $25,526,835 | $35,139,535 | XML |
| 990 | December 2022 | $23,842,246 | $23,001,173 | $34,152,164 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 75-1247887).
Questions about AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC
- What is the EIN of AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC?
- The employer identification number (EIN) of AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC is 75-1247887.
- Is AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1968.
- Are donations to AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC 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 SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC?
- The 990 for the year ended December 31, 2025 names BRIAN H GRAFF.
- Who are the officers and directors of AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC?
- The 990 for the year ended December 31, 2025 lists 26 people; 8 received compensation from the organization, the highest $1,374,908 (BRIAN H GRAFF, CEO).
- How much revenue does AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $31,810,605, expenses of $30,016,207 and total assets of $40,468,951 at year end.
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