AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES INC

As filed

Subsection

06

Classification

2000

Street

4401 FAIRFAX DR STE 600

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 600). 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.

• AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC

  EIN 52-1093826

Mission and programs · 2025

• CONFERENCES AND EVENTS ARE HELD THROUGHOUT THE YEAR TO PROVIDE CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES AMONG RETIREMENT PLAN PROFESSIONALS IN GOVERNMENT AND INDUSTRY. IT IS ESTIMATED THAT THESE PROGRAMS SERVE APPROXIMATELY 6,000 MEMBERS OF THE INDUSTRY.

• EDUCATION AND EXAMINATIONS LEAD TO PROFESSIONAL CREDENTIALS AS WELL AS TOPICAL FIELDS OF STUDY AND MAY LEAD TO COLLEGE CREDITS.

• GOVERNMENT AFFAIRS ACTS AS AN ADVOCATE FOR ITS 35,000+ MEMBERS WITH GOVERNMENT AGENCIES IN ORDER TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS A PART OF A COHESIVE AND COHERENT NATIONAL RETIREMENT INCOME POLICY.

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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

• 2025

  Revenue

  $31,810,605

  Expenses

  $30,016,207

  Contributions

  $884,403

  Grants paid

  $80,473

• 2024

  Revenue

  $29,068,695

  Expenses

  $27,728,266

  Contributions

  $351,984

  Grants paid

  $47,853

• 2023

  Revenue

  $26,553,588

  Expenses

  $25,526,835

  Contributions

  $0

  Grants paid

  $54,689

• 2022

  Revenue

  $23,842,246

  Expenses

  $23,001,173

  Contributions

  $0

  Grants paid

  $186,186

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

  $23,358,827

  Expenses

  $20,131,765

  Assets (EOY)

  $34,260,839

• 2020 · 990

  Revenue

  $20,177,894

  Expenses

  $19,765,356

  Assets (EOY)

  $30,418,009

• 2019 · 990

  Revenue

  $21,521,611

  Expenses

  $22,143,494

  Assets (EOY)

  $29,068,434

• 2018 · 990

  Revenue

  $20,967,964

  Expenses

  $19,599,964

  Assets (EOY)

  $19,642,121

• 2017 · 990

  Revenue

  $21,766,940

  Expenses

  $18,556,976

  Assets (EOY)

  $17,499,216

• 2016 · 990

  Revenue

  $18,135,417

  Expenses

  $17,124,011

  Assets (EOY)

  $16,153,850

• 2015 · 990

  Revenue

  $17,444,162

  Expenses

  $16,799,395

  Assets (EOY)

  $12,148,645

• 2014 · 990

  Revenue

  $16,149,484

  Expenses

  $17,578,718

  Assets (EOY)

  $11,453,354

• 2013 · 990

  Revenue

  $15,258,616

  Expenses

  $15,742,832

  Assets (EOY)

  $10,270,441

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $15,288,665

  Assets (EOY)

  $9,183,353

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

• EMPLOYEE BENEFIT RESEARCH INSTITUTE

  $38,030

  2025 · PROGRAM SUPPORT

• EBRI-EDUCATION AND RESEARCH FUND

  $29,750

  2022 · PROGRAM SUPPORT

• NATIONAL REPUBLICAN CONGRESSIONAL COMMITTEE

  $15,000

  2022 · GENERAL SUPPORT

• DEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEE

  $15,000

  2022 · GENERAL SUPPORT

• NATIONAL REPUBLICAN SENATORIAL COMMITTEE

  $15,000

  2022 · GENERAL SUPPORT

• DEMOCRATIC SENATORIAL CAMPAIGN COMMITTEE

  $15,000

  2022 · GENERAL SUPPORT

• GEORGETOWN UNIVERSITY SPONSORED PROJECTS FINANCIAL OPERATIONS

  $15,000

  2025 · PROGRAM SUPPORT

• AMERICAN SOCIETY OF PENSION ACTUARIES EDUCATION & RESEARCH FOUNDATION INC

  $13,865

  2023 · PROGRAM SUPPORT

• ACTUARIAL FOUNDATION

  $13,675

  2023 · PROGRAM SUPPORT

• CONGRESSIONAL COALITION ON ADOPTION INSTITUTE

  $10,000

  2023 · PROGRAM SUPPORT

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• AMERICAN COUNCIL OF LIFE INSURERS INC

  $25,000

  2023 · GENERAL SUPPORT

• AARP

  $25,000

  2024 · Sponsorship of various events

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.

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.

Other IRS files