American Academy of Actuaries


American Academy of Actuaries

AAA’s mission is to serve the public and the actuarial profession. Academy members include consultants, corporate executives and staff, regulators, government officials, academicians, and retired actuaries. Membership: $675 (Regular); $340 (Government); $135 (Partial Dues Waiver); $0 (Full Dues Waiver).

Organization Type:
National Trade or Professional Association
Acronym:
AAA
Tax Exempt Status:
501(c)(6)
Industry:
Engineering/Mathematics, Insurance Industry, Actuaries, Mathematics, Statistics
Year Founded:
1965
Address:
1850 M St. NW
Suite 300 Washington, DC 20036-5805
Telephone:
Fax:
Website:
Staff:
53
Members:
19,500 individuals


Financial Snapshot

 

Total revenues: $13,551,717


Year - 2017
1st-yr growth
10.32%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Sales of non-inventory assets
 
Investment income
 
Other

Total expenses: $14,002,491


Year - 2017
1st-yr growth
14.84%
 
 
 
 
 
Year by Year
Expenses
 
Compensation for non-officers/directors
 
Other expenses
 
Compensation of current officers, directors, etc
 
Other

Total assets: $20,993,813


Year - 2017
1st-yr growth
3.78%
 
 
 
 
 
Year by Year
Assets
 
Investments in publicly traded securities
 
Savings and temporary cash investments
 
Cash -- non-interest bearing
 
Other

Total Liabilities: $8,582,601


Year - 2017
1st-yr growth
16.54%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses
 
Other liabilities

   Revenue:

Revenue: Amount ($)
Program service revenue 11,589,910
Sales of non-inventory assets 795,299
Investment income 740,435
Miscellaneous revenue 453,077
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Royalties 0
Total contributions 0
Income from sales of inventory 0
Net rental income -27,004
Total Revenue:

$13,551,717

1-yr growth
10.32%
Program service revenue
Sales of non-inventory assets
Investment income
Miscellaneous revenue

   Expenses:

Expenses: Amount ($)
Compensation for non-officers/directors 3,571,555
Other expenses 2,662,846
Compensation of current officers, directors, etc 1,807,114
Other fees 1,250,351
Occupancy 915,871
Conferences, conventions, meetings 907,739
Travel 482,461
Legal fees 448,698
Pension plan contributions 398,157
Payroll taxes 324,178
Other employee benefits 321,107
Depreciation, depletion, amortization 256,201
Office expenses 205,085
Information technology 186,028
Grants to governments/orgs in the US 109,224
Insurance 56,537
Accounting fees 53,516
Lobbying fees 45,823
Professional fundraising fees 0
Investment management fees 0
Management fees 0
Royalties 0
Advertising and promotion 0
Travel/entertainment expenses to public officials 0
Interest expense 0
Payments to affiliates 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Compensation of disqualified persons 0
Total Expenses:

$14,002,491

1-yr growth
14.84%
Compensation for non-officers/directors
Other expenses
Compensation of current officers, directors, etc
Other fees
Occupancy
Conferences, conventions, meetings
Travel
Legal fees
Pension plan contributions
Payroll taxes
Others

   Assets:

Assets: Amount ($)
Investments in publicly traded securities 15,223,749
Savings and temporary cash investments 3,162,106
Cash -- non-interest bearing 1,425,762
Land, buildings, & equipment (net) 421,621
Accounts receivable 420,596
Prepaid expenses or deferred charges 235,023
Investments in other securities 73,100
Other assets 31,856
Pledges and grants receivable 0
Inventories for sale or use 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Total Assets:

$20,993,813

1-yr growth
3.78%
Investments in publicly traded securities
Savings and temporary cash investments
Cash -- non-interest bearing
Land, buildings, & equipment (net)
Accounts receivable
Prepaid expenses or deferred charges
Others

   Liabilities:

Liabilities: Amount ($)
Deferred revenue 6,740,231
Accounts payable and accrued expenses 1,310,917
Other liabilities 531,453
Grants payable 0
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Total Liabilities:

$8,582,601

1-yr growth
16.54%
Deferred revenue
Accounts payable and accrued expenses
Other liabilities

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 12,411,212
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$12,411,212

1-yr growth
-3.66%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Aaron Helmbrecht Specialist, Digital Communications Communications/Public Relations ...X
Andrey Halvorson Vice President, Health Board Member ...X
Art Panighetti Vice President, Professionalism Board Member, Education ...X
Brian Jackson General Counsel and Director, Professionalism Education, Legal ...X
Christine O'Brien Coordinator, Outreach and Communications Communications/Public Relations, Marketing ...X
Christopher Cassidy Assistant Director, Technology Computer/Information Technology ...X
Claire Mickelson Senior Policy Analyst Government Relations, Issue Management/Policy Planning ...X
Cori E. Uccello Senior Health Fellow Administration, Government Relations, Lobby Day Contact, Senior Executive ...X
Craig Hanna Director, Public Policy Director of Government Relations, Government Relations, Issue Management/Policy Planning, Lobby Day Contact, Senior Executive ...X
David J. Nolan Director, Communications Communications/Public Relations, Marketing ...X
David Linn Senior Policy Analyst, Health Government Relations, Issue Management/Policy Planning ...X
David Mendes Assistant Director, Communications - Public Affairs Communications/Public Relations, Director of Government Relations, Government Relations, Public Affairs/Corporate Affairs ...X
David Neve Vice President, Life Board Member ...X
Denise Winston Assistant, Membership Services Conference Committee Chair, Conventions/Meetings, Membership ...X
Devin Boerm Deputy Director, Public Policy Government Relations, Issue Management/Policy Planning ...X
Doreen Hoyle Administrative Assistant and Editorial Administration, Publications ...X
Doreen Moaning Editorial and Administrative Assistant Administration, Publications ...X
Emmy Mendizabal Coordinator, Membership Services Membership ...X
Eric Harding Assistant Director, Publications and Senior Editor, Contingencies Publications ...X
Erin Hendry Generalist, Human Resources Human Resources ...X
Gail Ingram Assistant Director, Human Resources and Office Operations Administration, Human Resources, Operations ...X
Heidi Guerra Executive Assistant Administration ...X
Ian Trepanier Life Policy Analyst Government Relations, Issue Management/Policy Planning ...X
Jen Adach Assistant Director, Marketing Marketing ...X
Jim MacGinnitie Senior Casualty Fellow Government Relations, Senior Executive ...X
Joeff D. Williams President Elect Board Member ...X
Josh Shapiro Vice President, Pension Board Member ...X
Karen Benya Senior Life Fellow Senior Executive ...X
Kasha Shelton Assistant Director, Membership Relations and Administration Administration, Membership ...X
Kathleen Bland Senior Staff Accountant Finance ...X
Kristina Jackson Senior Administrative Assistant, Public Policy Government Relations, Issue Management/Policy Planning ...X
Kyla Ruiz Administrative Assistant Administration ...X
Laurel Kastrup Vice President, Risk Management and Financial Reporting Board Member, Finance ...X
Laurie Young Manager, Publications and Marketing Production Marketing, Publications ...X
Lisa Slotznick Vice President, Casualty Board Member ...X
Marc Rosenberg Senior Casualty Policy Analyst Government Relations, Issue Management/Policy Planning ...X
Mary E. Downs Executive Director Executive Director ...X
Mary McCracken Database Administrator - Membership Membership ...X
Michael Malloy Managing Editor, Member Content Publications ...X
Monica Konate Pension Policy Analyst Government Relations, Issue Management/Policy Planning ...X
Nancy Bennett Senior Life Fellow Senior Executive ...X
Rich Gibson Senior Casualty Fellow Senior Executive ...X
Scot Davies Policy Analyst Government Relations, Issue Management/Policy Planning ...X
Shannon Ells Receptionist Administration ...X
Shaobang Sun Manager, Web Operations Computer/Information Technology, Operations ...X
Shawna Ackerman President Board Member, Senior Executive ...X
Shirley Conroy Accounting Coordinator Finance ...X
Stephanie Connolly Analyst, Legislative and Regulatory Government Relations, Regulatory Affairs ...X
Stephen Alpert Immediate Past President Board Member ...X
Steven Jackson Assistant Director, Research Education, Research ...X
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Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
20192019 Annual Meeting Washington , DC , United States Capital Hilton Hotel November 5 November 6   Ski, Cruise, Golf, Casino, Convention Center...X
20162016 Annual Meeting and Public Policy Forum Washington , DC , United States The Capital Hilton, Washington, DC November 3 November 4    ...X
2015Annual Meeting and Public Policy Forum Washington , DC , United States Washington Marriot Wardman Park November 12 November 13   Golf...X
20142014 CCA Annual Meeting Rancho Mirage , CA , United States The Westin Mission Hills October 19 October 22   Golf...X

Publications

Name 
Frequency 
Advertising 
Academy AlertsonlineNo...X
Actuarial UpdatemonthlyNo...X
ASB BoxscorequarterlyNo...X
Contingenciesbi-monthlyYes...X
Enrolled Actuaries ReportquarterlyNo...X
HealthCheckmonthlyNo...X
Inside the AcademymonthlyNo...X
Life and Health Valuation Law ManualannuallyNo...X
Media UpdateonlineNo...X
PBA PerspectivesquarterlyNo...X
Property/Casualty Loss Reserve ManualannuallyNo...X
RecordannuallyNo...X
Retirement AccountquarterlyNo...X
This WeekweeklyNo...X
YearbookannuallyNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $40,000
2018 Q1: $20,000
2017: $108,000


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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