AMERICAN ACADEMY OF ACTUARIES (EIN 366142798) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

WILLIAM MICHALISIN

Phone

2022238196

Tax Period

2023-01-01 to 2023-12-31

AMERICAN ACADEMY OF ACTUARIES, founded in 1966, is a mid-sized nonprofit that reported $15.4M in total revenue in fiscal year 2023. Expenses of $14.5M left a modest 6% surplus.

Mission

The Academys mission is to serve the public and the United States actuarial profession.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $14,145,811

Investment Income $1,054,099

Other Revenue $219,338

TOTAL REVENUE $15,419,248

Expense Breakdown

Grants Paid $130,000

Salaries & Benefits $7,993,758

Fundraising Expenses $0

Program Expenses $0

Other Expenses $6,392,366

TOTAL EXPENSES $14,516,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,419,248	$14,614,904	+0.1%
Expenses	$14,516,124	$13,556,184	+0.1%
Net Income	$903,124	$1,058,720	-0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

900

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

$997,314

Total Directors

Key Employees

$1,339,713

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Slotznick	President	1.00	Officer Director	$0	$0	$0
Darrell Knapp	President - Elect	1.00	Officer Director	$0	$0	$0
Ken Kent	Immediate Past President	1.00	Director	$0	$0	$0
Maryellen Coggins	Penultimate Past President	1.00	Director	$0	$0	$0
Benjamin Slutsker	Secretary - Treasurer	1.00	Director	$0	$0	$0
Tim Geddes	VP Professionalism and Education	1.00	Director	$0	$0	$0
Amy Angell	VP Casualty	1.00	Director	$0	$0	$0
Jason Kehrberg	VP LIfe	1.00	Director	$0	$0	$0
Barbara Klever	VP Health	1.00	Director	$0	$0	$0
Jason Russell	VP Pension	1.00	Director	$0	$0	$0
Steve Malerich	VP Risk Management Financial Reporting	1.00	Director	$0	$0	$0
Cathy Murphy Barron	Director	1.00	Director	$0	$0	$0
Dorothy Andrews	Director	1.00	Director	$0	$0	$0
Steve Malerich	Vp Risk Mgt Financial Reporting	1.00	Director	$0	$0	$0
Lena Black	Director	1.00	Director	$0	$0	$0
Joyce Bohl	Director	1.00	Director	$0	$0	$0
Chris Carlson	Director	1.00	Director	$0	$0	$0
Derek Freihaut	Director	1.00	Director	$0	$0	$0
Annette James	Director	1.00	Director	$0	$0	$0
Julia Lerch	Director	1.00	Director	$0	$0	$0
Maambo Mujala	Director	1.00	Director	$0	$0	$0
Sherry Chan to Nov 14 2023	VP Pension	1.00	Director	$0	$0	$0
Seong min Eom to Nov 14 2023	VP Risk Managment Financial Reporting	1.00	Director	$0	$0	$0
Margaret Berger to Nov 14 2023	Director	1.00	Director	$0	$0	$0
Pete Weber to Nov 14 2023	Director	1.00	Director	$0	$0	$0
William Michalisin	Executive Director	50.00	Officer	$623,891	$47,097	$670,988
Thomas Hopkins	CFO Sr Director Admininstration	50.00	Officer	$289,878	$36,448	$326,326
Brian Jackson	General Counsel Sr Dir Professionalism	50.00	Key Emp	$296,429	$44,061	$340,490
David Nolan	Sr Director of Communications	50.00	Key Emp	$263,238	$77,076	$340,314
Lori Feinman	Sr Dir Education and Events	50.00	Key Emp	$249,500	$42,804	$292,304
Kasha Shelton	Sr Director of Membership	50.00	Key Emp	$181,144	$44,188	$225,332
Geralyn Trujullo	Sr Dir of Public Policy	50.00	Key Emp	$137,155	$4,118	$141,273
Christopher Cassidy	Asst Director of IT	35.00	Highest	$184,151	$64,352	$248,503
Erica Kennedy	Director of Professionalism and ASB	35.00	Highest	$164,196	$41,243	$205,439
Ed Lee	Assoc Director Professionalism ABCD	35.00	Highest	$170,236	$24,178	$194,414
Steven Jackson	Director Research	35.00	Highest	$182,350	$21,995	$204,345
Jen Adach	Director Marketing	35.00	Highest	$155,365	$35,639	$191,004
Craig Hanna to Feb 23 2023	Director Public Policy	50.00		$129,822	$2,764	$132,586

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
2024	No data	No data	No data	No data
2023	$15,419,248	$14,516,124	$35,313,722	$903,124
2022	$14,614,904	$13,556,184	$33,918,112	$1,058,720
2021	$16,009,839	$12,554,013	$30,964,480	$3,455,826
2020	$14,011,165	$12,767,297	$27,192,112	$1,243,868

AMERICAN ACADEMY OF ACTUARIES