American Society Of Pension Professionals & Actuaries Inc
- Assets
- $34.3m
- Revenue
- $23.4m
- Investments
- $0.0
- Employees
- 82
- Location
- Arlington, VA
- Founding
- 12/1968
- Data as of
- 12/2021
- EIN
- 75-1247887
Organization Overview
American Society Of Pension Professionals & Actuaries Inc, operating under the name American Retirement Association, is located in Arlington, VA. The organization was established in 1968. According to its NTEE Classification (B03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Education and related organizations. As of 12/2021, American Retirement Association employed 82 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. American Retirement Association is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2021, American Retirement Association generated $23.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.3% each year. All expenses for the organization totaled $20.1m during the year ending 12/2021. While expenses have increased by 2.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, American Retirement Association has awarded 31 individual grants totaling $515,407. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SEE PART III, LINE 1.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONFERENCES & WORKSHOPS ARE HELD THROUGHOUT THE YEAR TO PROVIDE CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES AMONG RETIREMENT PLAN PROFESSIONALS IN GOVERNMENT AND INDUSTRY. IT IS ESTIMATED THAT THIS PROGRAM SERVES APPROXIMATELY 8,000 MEMBERS OF THE INDUSTRY AND GOVERNMENT.
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 27,000 + 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brian H Graff CEO | Officer | 50 | $1,137,446 |
Allison Wielobob General Counsel | 40 | $445,871 | |
William Hansen Chief Government Affairs Officer | 40 | $405,670 | |
Nevin Adams Chief Content Officer | 40 | $336,065 | |
Christopher Degrassi Chief Of Retirement Education | 40 | $321,847 | |
Thomas Connolly Chief Sales Officer | 40 | $306,680 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Lsav Powerhouse Convention/meeting Services | 12/30/21 | $271,704 |
Mgm Resorts International Hotel & Hospitality | 12/30/21 | $773,167 |
Capitol Counsel Llc Lobbying | 12/30/21 | $240,000 |
Printcinch Printing | 12/30/21 | $260,885 |
Markluck Media Llc Marketing | 12/30/21 | $230,245 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $2,567,519 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,567,519 |
| Total Program Service Revenue | $20,206,493 |
| Investment income | $263,092 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $221,805 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $23,358,827 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $142,294 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $2,093,231 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $7,300,235 |
| Pension plan accruals and contributions | $1,167,190 |
| Other employee benefits | $502,676 |
| Payroll taxes | $523,567 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $271,072 |
| Fees for services: Accounting | $77,706 |
| Fees for services: Lobbying | $657,060 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $21,720 |
| Fees for services: Other | $965,294 |
| Advertising and promotion | $16,992 |
| Office expenses | $528,899 |
| Information technology | $355,358 |
| Royalties | $26,154 |
| Occupancy | $622,535 |
| Travel | $352,529 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,760,514 |
| Interest | $76,535 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $984,529 |
| Insurance | $81,712 |
| All other expenses | $20,987 |
| Total functional expenses | $20,131,765 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $8,598,508 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,391,704 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $24,011 |
| Prepaid expenses and deferred charges | $571,569 |
| Net Land, buildings, and equipment | $2,947,644 |
| Investments—publicly traded securities | $11,774,660 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $84,007 |
| Other assets | $7,868,736 |
| Total assets | $34,260,839 |
| Accounts payable and accrued expenses | $2,626,407 |
| Grants payable | $0 |
| Deferred revenue | $8,593,637 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $1,249,162 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $10,074,901 |
| Total liabilities | $22,544,107 |
| Net assets without donor restrictions | $11,716,732 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $34,260,839 |
Grants Awarded
Over the last fiscal year, American Society Of Pension Professionals & Actuaries Inc has awarded $77,750 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
Washington, DC PURPOSE: PROGRAM SUPPORT | $29,750 |
DEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEE PURPOSE: GENERAL SUPPORT | $15,000 |
DEMOCRATIC SENATORIAL CAMPAIGN COMMITTEE PURPOSE: GENERAL SUPPORT | $15,000 |
Washington, DC PURPOSE: PROGRAM SUPPORT | $10,000 |
WYDEN FOR SENATE PURPOSE: GENERAL SUPPORT | $8,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Entrepreneurs Organization Alexandria, VA | $61,864,158 | $33,696,911 |
American Council On Education Washington, DC | $87,315,703 | $34,913,177 |
Association For Supervision And Curriculum Development Arlington, VA | $74,879,436 | $26,629,493 |
Propane Education & Research Council Inc Washington, DC | $68,183,417 | $39,056,977 |
National Science Teaching Association Arlington, VA | $24,488,010 | $16,846,179 |
American Society Of Pension Professionals & Actuaries Inc Arlington, VA | $34,260,839 | $23,358,827 |
American Association Of Community Colleges Washington, DC | $17,692,990 | $18,107,472 |
National Board For Professional Teaching Standards Inc Arlington, VA | $7,108,000 | $15,320,880 |
National Association Of Independent Schools Inc Washington, DC | $58,850,620 | $18,662,235 |
Air Force Association Arlington, VA | $41,846,008 | $19,163,734 |
American Association Of Colleges Of Nursing Washington, DC | $32,242,011 | $15,709,388 |
National Association For The Education Of Young Children Washington, DC | $62,448,452 | $19,211,047 |