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Nonprofiteer
← AMERICAN ACADEMY OF ACTUARIES

Form 990 for tax year 2024

Filed by AMERICAN ACADEMY OF ACTUARIES.

Totals

Total revenue
$16,165,925
Total expenses
$15,250,268
Contributions and grants received
$0
Grants paid
$130,000
Program service revenue
$14,373,126
Investment income
$1,600,616
Other revenue
$192,183
Total assets, end of year
$36,594,922
Total liabilities, end of year
$14,246,928
Net assets or fund balances, end of year
$22,347,994
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Darrell Knapp

    President

    Total calculated
    $0
    Hours/week
    1

  • Tricia Matson

    President - Elect

    Total calculated
    $0
    Hours/week
    1

  • Lisa Slotznick

    Immediate Past President

    Total calculated
    $0
    Hours/week
    1

  • Ken Kent

    Penultimate Past President

    Total calculated
    $0
    Hours/week
    1

  • Banjamin Slutsker

    Secretary - Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Nancy Behrens

    VP Professionalism and Education

    Total calculated
    $0
    Hours/week
    1

  • Susan Kent

    VP Casualty

    Total calculated
    $0
    Hours/week
    1

  • Jason Kehrberg

    VP LIfe

    Total calculated
    $0
    Hours/week
    1

  • Annette James

    VP Health

    Total calculated
    $0
    Hours/week
    1

  • Jason Russell

    VP Pension

    Total calculated
    $0
    Hours/week
    1

  • Steve Malerich

    VP Risk Management Financial Reporting

    Total calculated
    $0
    Hours/week
    1

  • Cathy Murphy Barron

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dorothy Andrews

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steve Armstrong

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lena Black

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joyce Bohl

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eric Keener

    Director

    Total calculated
    $0
    Hours/week
    1

  • Derek Freihaut

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donna Megregian

    Director

    Total calculated
    $0
    Hours/week
    1

  • Julia Lerch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Maambo Mujala

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tim Geddes to Nov 14 2024

    VP Professionalism and Education

    Total calculated
    $0
    Hours/week
    1

  • Amy Angell to Nov 13 2024

    VP Casualty

    Total calculated
    $0
    Hours/week
    1

  • Barbara Klever to Nov 14 2024

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dorothy Andrews to Nov 14 2024

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Carlson to Nov 14 2024

    Director

    Total calculated
    $0
    Hours/week
    1

  • William Michalisin

    Executive Director CEO

    Total calculated
    $834,807
    From this org
    $763,230
    From related orgs
    $0
    Other
    $71,577
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $616,870
    Bonus
    $146,000
    Other
    $360
    Deferred
    $43,202
    Nontaxable benefits
    $28,375
    Filer's total
    $834,807

  • Thomas Hopkins

    Chief Financial Officer

    Total calculated
    $381,034
    From this org
    $303,441
    From related orgs
    $0
    Other
    $77,593
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $268,658
    Bonus
    $33,200
    Other
    $1,584
    Deferred
    $38,407
    Nontaxable benefits
    $39,186
    Filer's total
    $381,035

  • Brian Jackson

    General Counsel

    Total calculated
    $351,186
    From this org
    $307,584
    From related orgs
    $0
    Other
    $43,602
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $278,200
    Bonus
    $27,800
    Other
    $1,584
    Deferred
    $41,353
    Nontaxable benefits
    $2,250
    Filer's total
    $351,187

  • David Nolan

    Sr Dir Communications

    Total calculated
    $338,999
    From this org
    $265,874
    From related orgs
    $0
    Other
    $73,125
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $244,242
    Bonus
    $20,600
    Other
    $1,032
    Deferred
    $34,406
    Nontaxable benefits
    $38,719
    Filer's total
    $338,999

  • Lori Feinman

    Sr Dir Education and Events

    Total calculated
    $250,490
    From this org
    $193,336
    From related orgs
    $0
    Other
    $57,154
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $177,304
    Bonus
    $15,000
    Other
    $1,032
    Deferred
    $24,206
    Nontaxable benefits
    $32,948
    Filer's total
    $250,490

  • Kasha Shelton

    Sr Director of Membership

    Total calculated
    $226,776
    From this org
    $190,272
    From related orgs
    $0
    Other
    $36,504
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,220
    Bonus
    $14,500
    Other
    $552
    Deferred
    $25,134
    Nontaxable benefits
    $11,370
    Filer's total
    $226,776

  • Geralyn Trujullo

    Sr Dir of Public Policy

    Total calculated
    $346,863
    From this org
    $304,047
    From related orgs
    $0
    Other
    $42,816
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $275,687
    Bonus
    $28,000
    Other
    $360
    Deferred
    $32,810
    Nontaxable benefits
    $10,006
    Filer's total
    $346,863

  • Christopher Cassidy

    Asst Director of IT

    Total calculated
    $247,104
    From this org
    $185,589
    From related orgs
    $0
    Other
    $61,515
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $182,541
    Bonus
    $0
    Other
    $3,048
    Deferred
    $30,073
    Nontaxable benefits
    $31,443
    Filer's total
    $247,105

  • Erica Kennedy

    Director of Professionalism and ASB

    Total calculated
    $204,178
    From this org
    $170,372
    From related orgs
    $0
    Other
    $33,806
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $156,920
    Bonus
    $12,900
    Other
    $552
    Deferred
    $22,479
    Nontaxable benefits
    $11,327
    Filer's total
    $204,178

  • Ed Lee

    Assoc Director Professionalism ABCD

    Total calculated
    $196,735
    From this org
    $174,232
    From related orgs
    $0
    Other
    $22,503
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $160,300
    Bonus
    $12,900
    Other
    $1,032
    Deferred
    $20,784
    Nontaxable benefits
    $1,719
    Filer's total
    $196,735

  • Steven Jackson

    Director Research

    Total calculated
    $204,302
    From this org
    $181,744
    From related orgs
    $0
    Other
    $22,558
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $166,600
    Bonus
    $10,200
    Other
    $4,944
    Deferred
    $21,104
    Nontaxable benefits
    $1,454
    Filer's total
    $204,302

  • Eric Harding

    Director Marketing

    Total calculated
    $192,723
    From this org
    $159,555
    From related orgs
    $0
    Other
    $33,168
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $159,195
    Bonus
    $0
    Other
    $360
    Deferred
    $2,232
    Nontaxable benefits
    $30,935
    Filer's total
    $192,722

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 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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

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
14 November 2025
IRS schema version
2024v5.1
Source object
202523189349314537

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