THE ACTUARIAL FOUNDATION (EIN 363968441) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

VALERIE THOMPSON

Phone

8477063535

Tax Period

2024-06-01 to 2025-05-31

THE ACTUARIAL FOUNDATION, founded in 1994, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $4.6M exceeded revenue, resulting in a 41% operating deficit.

Mission

CHANGING LIVES THROUGH MATH EDUCATION (SEE SCHEDULE O FOR THE ORGANIZATION'S FULL MISSION STATEMENT)

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,059,860

Program Service Revenue $0

Investment Income $130,913

Other Revenue $42,150

TOTAL REVENUE $3,232,923

Expense Breakdown

Grants Paid $1,233,880

Salaries & Benefits $2,015,776

Fundraising Expenses $763,005

Program Expenses $2,994,641

Other Expenses $1,301,757

TOTAL EXPENSES $4,551,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,232,923	$3,996,798	-0.2%
Expenses	$4,551,413	$5,300,168	-0.1%
Net Income	$-1,318,490	$-1,303,370	+0.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

473

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$255,702

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON ROBINSON	CHAIR	1.00	Officer Director	$0	$0	$0
KELLY CUSICK	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
ANAND KHARE	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
ANDY FERRIS	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
STEVEN A ESENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY ENGDAHL-JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
EMILY GINGRICH	TRUSTEE	1.00	Director	$0	$0	$0
LELA PATRIK	TRUSTEE	1.00	Director	$0	$0	$0
STEVE ROMINSKE	TRUSTEE	1.00	Director	$0	$0	$0
STEWART ASHKENAZY	TRUSTEE	1.00	Director	$0	$0	$0
NORA BENANTI	TRUSTEE	1.00	Director	$0	$0	$0
ERIC CLAPPROOD	TRUSTEE	1.00	Director	$0	$0	$0
ALEXANDER D DEWITT	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA EDWALDS	TRUSTEE	1.00	Director	$0	$0	$0
OLGA T JACOBS	TRUSTEE	1.00	Director	$0	$0	$0
BARRY JACOBSEN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD JONES	TRUSTEE	1.00	Director	$0	$0	$0
TRAVIS LAPPE	TRUSTEE	1.00	Director	$0	$0	$0
TED A LYLE	TRUSTEE	1.00	Director	$0	$0	$0
KASSIE MARONEY	TRUSTEE	1.00	Director	$0	$0	$0
JERRY MINGIONE	TRUSTEE	1.00	Director	$0	$0	$0
ALEJANDRA NOLIBOS	TRUSTEE	1.00	Director	$0	$0	$0
FELIX OKWANING	TRUSTEE	1.00	Director	$0	$0	$0
CANDE OLSEN	TRUSTEE	1.00	Director	$0	$0	$0
NADINE ORLOFF	TRUSTEE	1.00	Director	$0	$0	$0
ERIC C SHERMAN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD VEYS	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WHITE	TRUSTEE	1.00	Director	$0	$0	$0
CHAD WISCHMEYER	TRUSTEE	1.00	Director	$0	$0	$0
VALERIE THOMPSON	EXECUTIVE DIRECTOR	40.00	Officer	$240,250	$15,452	$255,702
MICHAEL MARION	DIRECTOR OF DEVELOPMENT	40.00	Highest	$117,685	$7,330	$125,015

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,232,923	$4,551,413	$3,814,321	$-1,318,490
2024	$3,996,798	$5,300,168	$5,284,021	$-1,303,370
2023	$3,853,775	$5,262,124	$7,379,506	$-1,408,349
2022	$3,775,493	$4,248,343	$9,127,147	$-472,850
2021	$2,780,506	$2,705,605	$10,250,816	$74,901
2019	$4,259,729	$2,509,316	$9,108,248	$1,750,413
2018	$1,729,691	$1,736,584	$6,554,646	$-6,893

THE ACTUARIAL FOUNDATION