- Revenue 2024
- $23,998,429
- Expenses 2024
- $22,327,723
As filed
- Subsection
- 06
- Classification
- 2000
- Street
- 4350 FAIRFAX DR STE 250
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
This address is a suite or unit (STE 250). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
CASUALTY ACTUARIAL SOCIETY TRUST
EIN 13-2967185
Mission and programs · 2024
Mission
SEE SCHEDULE O.THE PURPOSES OF THE CASUALTY ACTUARIAL SOCIETY ARE TO ADVANCE THE BODY OF KNOWLEDGE OF ACTUARIAL SCIENCE APPLIED TO GENERAL INSURANCE, INCLUDING PROPERTY, CASUALTY AND SIMILAR RISK EXPOSURES; TO EXPAND THE APPLICATION OF ACTUARIAL SCIENCE TO ENTERPRISE RISK AND SYSTEMIC RISKS; TO ESTABLISH AND MAINTAIN STANDARDS OF QUALIFICATION FOR MEMBERSHIP; TO PROMOTE AND MAINTAIN HIGH STANDARDS OF CONDUCT AND COMPETENCE; TO INCREASE AWARENESS OF ACTUARIAL SCIENCE; AND, TO CONTRIBUTE TO THE WELL BEING OF SOCIETY AS A WHOLE.
Activities or mission (Part I)
TO ADVANCE THE BODY OF KNOWLEDGE OF ACTUARIAL SCIENCE APPLIED TO GENERAL INSURANCE.
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MEETINGS AND SEMINARS:SPONSORED 2 MEETINGS, 14 SEMINARS, 26 WEBINARS, AND 11 COURSES ON PROFESSIONALISM TO ADVANCE THE BODY OF ACTUARIAL KNOWLEDGE AND INCREASE THE AWARENESS OF ACTUARIAL SCIENCE.
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EXAMS:SPONSORED ACTUARIAL 9,645 EXAMS IN FY2025 TO EDUCATE STUDENTS ON PROPERTY CASUALTY APPLICATIONS. ONCE THEY HAVE PASSED THE EXAMS, THEY QUALIFY FOR MEMBERSHIP.
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PUBLICATIONS AND REFERENCE MATERIALS:PRODUCED 6 ISSUES OF ACTUARIAL REVIEW, 2 VARIANCE JOURNALS, SEVERAL WHITE PAPERS, RESEARCH PAPERS, AND MONOGRAPHS TO FURTHER THE KNOWLEDGE AND UNDERSTANDING OF PROPERTY CASUALTY ACTUARIAL PROFESSIONALS AND EXAM APPLICANTS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
A David CummingsA DAVID CUMMINGS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 10 + 2 related
-
Barry FranklinBARRY FRANKLIN
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 10 + 2 related
-
Roosevelt MosleyROOSEVELT MOSLEY
BOARD CHAIR (UNTIL 11/24)
- Total calculated
- $0
- Hours/week
- 20 + 2 related
-
Frank ChangFRANK CHANG
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 20 + 2 related
-
Steve BeldenSTEVE BELDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Wanchin ChouWANCHIN CHOU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Stephanie EspySTEPHANIE ESPY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
David FoleyDAVID FOLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Peter HahnPETER HAHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Anand KhareANAND KHARE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Julie LedererJULIE LEDERER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Len LlagunoLEN LLAGUNO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Sandy LoweSANDY LOWE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Jason MachtingerJASON MACHTINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Joe MiliciaJOE MILICIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Amber RohdeAMBER ROHDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Simone WalkerSIMONE WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Kathleen Ores WalshKATHLEEN ORES WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Justin BrendenJUSTIN BRENDEN
DIRECTOR (UNTIL 11/24)
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Yvonne PalmYVONNE PALM
DIRECTOR (UNTIL 11/24)
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Kathy OlceseKATHY OLCESE
DIRECTOR (UNTIL 11/24)
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Alicia SpeightALICIA SPEIGHT
DIRECTOR (UNTIL 11/24)
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Jason RussJASON RUSS
DIRECTOR (UNTIL 11/24), VP-ADMISSIONS
- Total calculated
- $0
- Hours/week
- 5
-
Victor Carter-BeyVICTOR CARTER-BEY
CHIEF EXECUTIVE OFFICER
- Total calculated
- $744,700
- From this org
- $586,953
- From related orgs
- $0
- Other
- $157,747
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $469,953
- Bonus
- $117,000
- Other
- $0
- Deferred
- $124,211
- Nontaxable benefits
- $33,536
- Filer's total
- $744,700
-
Todd RogersTODD ROGERS
CHIEF FINANCIAL OFFICER
- Total calculated
- $468,472
- From this org
- $327,020
- From related orgs
- $0
- Other
- $141,452
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $295,120
- Bonus
- $31,900
- Other
- $0
- Deferred
- $108,394
- Nontaxable benefits
- $33,058
- Filer's total
- $468,472
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $23,998,429
- Expenses
- $22,327,723
- Contributions
- $0
- Grants paid
- $664,189
-
2023
- Revenue
- $22,281,459
- Expenses
- $19,245,770
- Contributions
- $0
- Grants paid
- $631,302
-
2022
- Revenue
- $18,966,025
- Expenses
- $17,672,363
- Contributions
- $0
- Grants paid
- $440,677
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $16,083,017
- Expenses
- $15,614,431
- Assets (EOY)
- $23,622,669
-
2020 · 990
- Revenue
- $15,223,268
- Expenses
- $12,391,478
- Assets (EOY)
- $25,275,845
-
2019 · 990
- Revenue
- $12,259,939
- Expenses
- $12,990,571
- Assets (EOY)
- $21,062,985
-
2018 · 990
- Revenue
- $15,727,680
- Expenses
- $15,016,581
- Assets (EOY)
- $21,480,292
-
2017 · 990
- Revenue
- $14,241,050
- Expenses
- $13,819,386
- Assets (EOY)
- $19,734,771
-
2016 · 990
- Revenue
- $12,832,890
- Expenses
- $12,382,933
- Assets (EOY)
- $18,192,299
-
2015 · 990
- Revenue
- $12,407,176
- Expenses
- $11,956,824
- Assets (EOY)
- $16,276,602
-
2014 · 990
- Revenue
- $12,848,554
- Expenses
- $12,432,013
- Assets (EOY)
- $14,023,859
-
2013 · 990
- Revenue
- $12,063,433
- Expenses
- $11,879,818
- Assets (EOY)
- $14,943,479
-
2012 · 990
- Revenue
- not reported
- Expenses
- $8,993,348
- Assets (EOY)
- $13,067,971
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$140,000
2024 TO PROVIDE FUNDING FOR ADMINISTRATION OF ORGANIZATION
-
2024 TO PROVIDE FUNDING FOR ADMINISTRATION OF ORGANIZATION
-
OCTAGRAM LLC
$50,000
2023 ACTUARIAL RESEARCH
-
$44,500
2022 ACTUARIAL RESEARCH
-
$40,000
2022 TO PROVIDE FUNDING FOR ADMINISTRATION OF THE FOUNDATION.
-
$40,000
2023 TO PROVIDE FUNDING FOR ADMINISTRATION OF THE FOUNDATION.
-
RISK & REGULATORY CONSULTING LLC
$35,100
2023 ACTUARIAL RESEARCH
-
2023 TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION.
-
2022 TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION
-
2023 TO PROVIDE FUNDING FOR ADMINISTRATION OF THE ASSOCIATION.
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
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CASUALTY ACTUARIAL SOCIETY TRUST
501(C)(3) · SEE PART VII · VA · controlled entity
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
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PROVIDE PREMIER SPECIALTY CREDENTIALING & PROF EDU TO TECHNICAL SPECIALISTS. · VA · income $0 · assets $0
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.