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: $605 (Regular); $305 (Government); $115 (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:
52
Members:
19,000 individuals


Financial Snapshot

 

Total revenues: $12,284,415


Year - 2015
1st-yr growth
2.55%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Investment income
 
Miscellaneous revenue
 
Other

Total expenses: $12,193,512


Year - 2015
1st-yr growth
4.78%
 
 
 
 
 
Year by Year
Expenses
 
Compensation for non-officers/directors
 
Other expenses
 
Compensation of current officers, directors, etc
 
Other

Total assets: $20,229,920


Year - 2015
1st-yr growth
-1.09%
 
 
 
 
 
Year by Year
Assets
 
Investments in other securities
 
Investments in publicly traded securities
 
Savings and temporary cash investments
 
Other

Total Liabilities: $7,364,780


Year - 2015
1st-yr growth
5.55%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses
 
Other liabilities

   Revenue:

Revenue: Amount ($)
Program service revenue 11,001,875
Investment income 645,711
Miscellaneous revenue 605,510
Sales of non-inventory assets 31,319
Net rental income 0
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Royalties 0
Total contributions 0
Income from sales of inventory 0
Total Revenue:

$12,284,415

1-yr growth
2.55%
Program service revenue
Investment income
Miscellaneous revenue
Sales of non-inventory assets

   Expenses:

Expenses: Amount ($)
Compensation for non-officers/directors 3,093,585
Other expenses 2,352,034
Compensation of current officers, directors, etc 1,614,223
Occupancy 1,002,614
Other fees 904,338
Conferences, conventions, meetings 695,534
Travel 544,760
Pension plan contributions 352,857
Payroll taxes 293,447
Legal fees 284,645
Other employee benefits 245,763
Depreciation, depletion, amortization 216,480
Office expenses 205,153
Information technology 140,856
Grants to governments/orgs in the US 100,984
Insurance 52,062
Accounting fees 48,875
Lobbying fees 45,302
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:

$12,193,512

1-yr growth
4.78%
Compensation for non-officers/directors
Other expenses
Compensation of current officers, directors, etc
Occupancy
Other fees
Conferences, conventions, meetings
Travel
Pension plan contributions
Payroll taxes
Legal fees
Others

   Assets:

Assets: Amount ($)
Investments in other securities 7,333,751
Investments in publicly traded securities 6,810,496
Savings and temporary cash investments 3,410,969
Cash -- non-interest bearing 1,184,434
Land, buildings, & equipment (net) 756,934
Prepaid expenses or deferred charges 314,403
Accounts receivable 313,965
Other assets 104,968
Pledges and grants receivable 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Inventories for sale or use 0
Total Assets:

$20,229,920

1-yr growth
-1.09%
Investments in other securities
Investments in publicly traded securities
Savings and temporary cash investments
Cash -- non-interest bearing
Land, buildings, & equipment (net)
Prepaid expenses or deferred charges
Others

   Liabilities:

Liabilities: Amount ($)
Deferred revenue 5,574,787
Accounts payable and accrued expenses 1,371,075
Other liabilities 418,918
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
Grants payable 0
Total Liabilities:

$7,364,780

1-yr growth
5.55%
Deferred revenue
Accounts payable and accrued expenses
Other liabilities

   Net Assets:

Net Assets: Amount ($)
Unrestricted net assets 12,865,140
Temporarily restricted net assets 0
Permanently restricted net assets 0
Total Net Assets:

$12,865,140

1-yr growth
-4.73%
Unrestricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Aaron Helmbrecht Specialist, Digital Communications Communications/Public Relations ...X
Bill Rapp Associate Director, Public Policy Director of Government Relations, Government Relations, Lobby Day Contact ...X
Brian Jackson Staff Attorney Legal ...X
Christine O'Brien Assistant, Communications Communications/Public Relations ...X
Christopher Cassidy Assistant Director, Technology Computer/Information Technology ...X
Claire Mickelson Senior Policy Analyst Government Relations ...X
Cori E. Uccello Senior Health Fellow Administration, Government Relations, Lobby Day Contact ...X
Craig Hanna Director, Public Policy Director of Government Relations, Government Relations, Lobby Day Contact, Senior Executive ...X
David J. Nolan Director, Communications Communications/Public Relations, Marketing ...X
David Linn Senior Analyst, Policy Government Relations ...X
David Mendes Assistant Director, Communications for Public Affairs Communications/Public Relations, Director of Government Relations, Government Relations ...X
Denise Winston Assistant, Membership Services Conference Committee Chair, Conventions/Meetings, Membership ...X
Devin Boerm Deputy Director, Public Policy Government Relations ...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 Publications ...X
Erica Kennedy Assistant Director, Professionalism (Actuarial Standards) Education, Senior Executive ...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 ...X
Jen Adach Assistant Director, Marketing Marketing ...X
Jim MacGinnitie Senior Casualty Fellow Government Relations ...X
Joanne B. Anderson Director, Finance and Administration Administration, Finance ...X
Karen Benya Senior Life Fellow Senior Executive ...X
Karen Legan Legal Assistant Legal ...X
Kasha Shelton Assistant Director, Membership Relations and Administration Administration, Membership ...X
Kathleen Bland Senior Staff Accountant Finance ...X
Kevin M. Ryan Senior PandC Fellow Administration ...X
Kristina Jackson Senior Administrative Assistant, Public Policy Government Relations ...X
Kyla Ruiz Administrative Assistant Administration ...X
Laurie Young Manager, Publications and Marketing Production Marketing, Publications ...X
Marc Rosenberg Senior Casualty Policy Analyst Government Relations ...X
Mary E. Downs Executive Director Executive Director ...X
Mary McCracken Membership Database Administrator Membership ...X
Michael Malloy Managing Editor Publications ...X
Monica Konate Pension Policy Analyst Government Relations ...X
Nancy Bennett Senior Life Fellow Senior Executive ...X
Nikhail Nigam Policy Analyst Government Relations ...X
Paul Kollmer-Dorsey General Counsel and Director, Professionalism Education, Legal ...X
Scot Davies Policy Analyst Government Relations ...X
Shannon Ells Receptionist Administration ...X
Shaobang Sun Manager, Web Operations Computer/Information Technology, Operations ...X
Shirley Conroy Accounting Coordinator Finance ...X
Stephanie Connolly Assistant Director, Research Government Relations, Regulatory Affairs ...X
Stephen Alpert President Board Member ...X
Steven Jackson Assistant Director, Research Education, Research ...X
Steven Knell Chief Financial Officer Finance ...X
Ted Goldman Senior Pension Fellow Government Relations ...X
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Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
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
20132013 CCA Annual Meeting San Antonio , TX , United States J.W. Hill Country October 20 October 23   Convention Center, Golf...X
20132013 Academy Annual Meeting & Luncheon Minneapolis , MN , United States Hilton Minneapolis November 4 November 4   Convention Center...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.

2017 Q4: $21,000
2017 Q3: $26,000
2017 Q2: $61,000
2017 Q1: $0
2016: $125,000


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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