AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES (EIN 751247887) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

BRIAN H GRAFF

Phone

7035169300

Tax Period

2025-01-01 to 2025-12-31

AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES, founded in 1966, is a mid-sized nonprofit that reported $21.0M in total revenue in fiscal year 2018. Expenses of $19.6M left a modest 7% surplus.

Mission

SEE PART III, LINE 1.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $884,403

Program Service Revenue $29,909,564

Investment Income $863,221

Other Revenue $153,417

TOTAL REVENUE $31,810,605

Expense Breakdown

Grants Paid $80,473

Salaries & Benefits $17,277,559

Fundraising Expenses $0

Other Expenses $12,658,175

TOTAL EXPENSES $30,016,207

Year-over-Year Comparison

	2025	2024	Change
Revenue	$31,810,605	$29,068,695	+0.1%
Expenses	$30,016,207	$27,728,266	+0.1%
Net Income	$1,794,398	$1,340,429	+0.3%

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

150

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

$1,894,793

Total Directors

Key Employees

$425,898

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE MANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SAMUEL BRANDWEIN	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
LYNN YOUNG	TREASURER	5.00	Officer Director	$0	$0	$0
PATRICIA WENZEL	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY A ACHESON	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JJ MCKINNEY	SENATORIAL MEMBER: ASPPA	1.00	Director	$0	$0	$0
SHANNON EDWARDS	SENATORIAL MEMBER: ASPPA	1.00	Director	$0	$0	$0
KEITH GREDYS	SENATORIAL MEMBER: NAPA	1.00	Director	$0	$0	$0
LISA DRAKE	SENATORIAL MEMBER: NAPA	1.00	Director	$0	$0	$0
DAVID KUPSTAS	SENATORIAL MEMBER: ASEA	1.00	Director	$0	$0	$0
CHARLES BROWN	SENATORIAL MEMBER: ASEA	1.00	Director	$0	$0	$0
BRENT NEESE	SENATORIAL MEMBER: NTSA	1.00	Director	$0	$0	$0
MARK HEISLER	SENATORIAL MEMBER: NTSA	1.00	Director	$0	$0	$0
DIANE GARWOOD	SENATORIAL MEMBER: PSCA	1.00	Director	$0	$0	$0
BRANDON DIERSCH	SENATORIAL MEMBER: PSCA	1.00	Director	$0	$0	$0
PAUL D'AIUTOLO	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
FRANK PORTER	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
JANIA STOUT	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
BRIAN H GRAFF	CEO	50.00	Officer	$1,374,908	$106,424	$1,481,332
BRIAN P SHORT	CFO	40.00	Officer	$363,332	$50,129	$413,461
VICTORIA BACKER	COO	40.00	Key Emp	$361,555	$64,343	$425,898
ALLISON WIELOBOB	GENERAL COUNSEL	40.00	Highest	$518,358	$54,716	$573,074
WILLIAM HANSEN	CHIEF GOVERNMENT AFFAIRS OFFICER	40.00	Highest	$476,218	$54,152	$530,370
THOMAS CONNOLLY	CHIEF SALES OFFICER	40.00	Highest	$349,002	$39,522	$388,524
KELSEY MAYO	CHIEF OF RETIREMENT POLICY	40.00	Highest	$330,824	$21,327	$352,151
MATT SCANLON	CHIEF MARKETING OFFICER	40.00	Highest	$303,098	$44,310	$347,408

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	$31,810,605	$30,016,207	$40,468,951	$1,794,398
2024	$29,068,695	$27,728,266	$36,599,402	$1,340,429
2023	$26,553,588	$25,526,835	$35,139,535	$1,026,753
2022	$23,842,246	$23,001,173	$34,152,164	$841,073
2021	$23,358,827	$20,131,765	$34,260,839	$3,227,062
2020	$20,177,894	$19,765,356	$30,418,009	$412,538
2019	$21,521,611	$22,143,494	$29,068,434	$-621,883
2018	$20,967,964	$19,599,964	$19,642,121	$1,368,000

AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES