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Nonprofiteer
← ACTUARIAL FOUNDATION

Form 990 for tax year 2024

Filed by ACTUARIAL FOUNDATION.

Totals

Total revenue
$3,232,923
Total expenses
$4,551,413
Contributions and grants received
$3,059,860
Grants paid
$1,233,880
Program service revenue
$0
Investment income
$130,913
Other revenue
$42,150
Total assets, end of year
$3,814,321
Total liabilities, end of year
$332,191
Net assets or fund balances, end of year
$3,482,130
Program services expenses (Part IX)
$2,994,641
Management and general expenses
$793,767
Fundraising expenses
$763,005
Program service expenses (Part III)
$2,994,641

Program services were 65.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SHARON ROBINSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KELLY CUSICK

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • ANAND KHARE

    SECRETARY TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANDY FERRIS

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN A ESENSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEREMY ENGDAHL-JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EMILY GINGRICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LELA PATRIK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVE ROMINSKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEWART ASHKENAZY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NORA BENANTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC CLAPPROOD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEXANDER D DEWITT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA EDWALDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • OLGA T JACOBS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARRY JACOBSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TRAVIS LAPPE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TED A LYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KASSIE MARONEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JERRY MINGIONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEJANDRA NOLIBOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FELIX OKWANING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CANDE OLSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NADINE ORLOFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC C SHERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD VEYS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVE WHITE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHAD WISCHMEYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VALERIE THOMPSON

    EXECUTIVE DIRECTOR

    Total calculated
    $255,702
    From this org
    $240,250
    From related orgs
    $0
    Other
    $15,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,000
    Bonus
    $45,250
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,452
    Filer's total
    $255,702

  • MICHAEL MARION

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $125,015
    From this org
    $117,685
    From related orgs
    $0
    Other
    $7,330
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE BOARD, OR ITS DESIGNEE(S), WILL ANUALLY EVALUATE AND ASSESS THE EXECUTIVE DIRECTOR'S PERFORMANCE ON AN ANNUAL BASIS AND DETERMINE ANY INCREASE IN THE EXECUTIVE DIRECTOR'S BASE SALARY AND BONUS, IF ANY, FOR THE PRIOR YEAR OF SERVICE IN ACCORDANCE WITH THE FOUNDATION'S POLICIES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
30 March 2026
IRS schema version
2024v5.5
Source object
202600909349300530

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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