ACTUARIAL FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ACTUARIAL FOUNDATION (EIN 36-3968441)
Tax period: 2024-06-01 to 2025-05-31
Filed: 2026-03-31
IRS object ID: 202600909349300530
Schema version: 2024v5.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-03-31T11:55:00-05:00	ReturnTs
Tax Period End	2025-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2021 SPRING ROAD SUITE 200	AddressLine1Txt
City	OAK BROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60523	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363968441	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ACTUARIAL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ACTU	BusinessNameControlTxt
Phone	8477063535	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	869 E SCHAUMBURG RD 321	AddressLine1Txt
City	SCHAUMBURG	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60194	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	VALERIE THOMPSON	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	8477063535	PhoneNum
Signature	2026-03-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MELISSA STRUCK	PreparerPersonNm
PTIN	P01310867	PTIN
Phone	6305738600	PhoneNum
Preparation	2026-03-27	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	VALERIE THOMPSON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	869 E SCHAUMBURG RD 321	AddressLine1Txt
City	SCHAUMBURG	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60194	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$9,204,756	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ACTUARIALFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1994	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	CHANGING LIVES THROUGH MATH EDUCATION (SEE SCHEDULE O FOR THE ORGANIZATION'S FULL MISSION STATEMENT)	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	30	TotalEmployeeCnt
Total Volunteers	473	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,956,533	PYContributionsGrantsAmt
CY Contributions Grants	$3,059,860	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,082,379	PYInvestmentIncomeAmt
CY Investment Income	$130,913	CYInvestmentIncomeAmt
PY Other Revenue	-$42,114	PYOtherRevenueAmt
CY Other Revenue	$42,150	CYOtherRevenueAmt
PY Total Revenue	$3,996,798	PYTotalRevenueAmt
CY Total Revenue	$3,232,923	CYTotalRevenueAmt
PY Grants And Similar Paid	$847,069	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,233,880	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,689,842	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,015,776	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$763,005	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,763,257	PYOtherExpensesAmt
CY Other Expenses	$1,301,757	CYOtherExpensesAmt
PY Total Expenses	$5,300,168	PYTotalExpensesAmt
CY Total Expenses	$4,551,413	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,303,370	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,318,490	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,284,021	TotalAssetsBOYAmt
Total Assets EOY	$3,814,321	TotalAssetsEOYAmt
Total Liabilities BOY	$686,080	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$332,191	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,597,941	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,482,130	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE ACTUARIAL FOUNDATION, A 501(C)(3) ORGANIZATION, IS A PHILANTHROPIC PARTNER OF THE ACTUARIAL PROFESSIONIN THE UNITED STATES. SINCE 1994, THE FOUNDATION HAS LED THE WAY TO CREATE QUALITY MATH EDUCATION INITIATIVES FOR STUDENTS, TEACHERS, AND FAMILIES. OUR MISSION IS TO UNLEASH THE POWER OF MATH EDUCATION AND TRANSFORM FUTURES BY LEVERAGING THE TALENTS AND RESOURCES OF THE ACTUARIAL COMMUNITY. OUR VISION IS A FUTURE WHERE EVERYONE EXPERIENCES CONFIDENCE AND OPPORTUNITIES AVAILABLE THROUGH MATH PROFICIENCY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,642,789	ExpenseAmt
Grant	$101,367	GrantAmt
Desc	EDUCATION - THE FOUNDATION ENCOURAGES NEW GENERATIONS OF MATHEMATICAL THINKERS BY CREATING AND DISTRIBUTING EDUCATIONAL MATERIALS TO TEACHERS AND STUDENTS IN GRADES 4-12. THESE FREE RESOURCES INCLUDE HANDS-ON PROJECTS, LESSON PLANS, AND ONLINE ACTIVITIES THAT COVER A VARIETY OF MATHEMATICAL TOPICS AND FINANCIAL LITERACY THEMES. MODELING THE FUTURE CHALLENGE (MTF) IS A CRITICAL THINKING, HANDS-ON MATHEMATICS CHALLENGE FOR HIGH SCHOOL STUDENTS FOR THE CHANCE TO EARN ONE OF THREE COLLEGE SCHOLARSHIPS TOTALING $55,000. STUDENTS WILL LEARN HOW MATHEMATICS APPLIES TO CUTTING-EDGE INDUSTRIES AND TECHNOLOGY, AS WELL AS HIGHLY SOUGHT-AFTER CAREERS AS ACTUARIES AND OTHER MATH-RELATED PROFESSIONS. THE AWARD-WINNING FINANCIAL LITERACY CURRICULUM RESOURCE, BUILDING YOUR FUTURE, HAS BEEN PROVIDED FOR FREE TO MORE THAN 60,000 HIGH SCHOOL TEACHERS AND 500,000 STUDENTS NATIONWIDE. THE FOUNDATION IS PROUD TO HELP TO CLOSE THE OPPORTUNITY GAP THROUGH A VOLUNTEER-DRIVEN S.A.T. AND MATH TUTORING PROGRAM THAT PAIRS LOW-INCOME URBAN HIGH SCHOOL STUDENTS WITH PROFESSIONAL ACTUARIES AND COLLEGE STUDENTS MAJORING IN ACTUARIAL SCIENCE, MATHEMATICS, OR EDUCATION.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,152,044	ExpenseAmt
Grant	$1,094,357	GrantAmt
Desc	THE ACTUARIAL FOUNDATION SUPPORTS AND INSPIRES THE NEXT GENERATION OF ACTUARIAL PROFESSIONALS THROUGH THE STEM STARS ACTUARIAL SCHOLARS PROGRAM. STEM STARS GOES BEYOND SCHOLARSHIPS BY CREATING A GUIDED PATHWAY INTO THE ACTUARIAL PROFESSION OFFERING MENTORSHIP, NETWORKING OPPORTUNITIES, AND EXPOSURE TO REAL-WORLD APPLICATIONS OF ACTUARIAL WORK. THROUGH THIS HOLISTIC SUPPORT SYSTEM, STEM STARS EQUIPS SCHOLARS WITH THE SKILLS, CONNECTIONS, AND CONFIDENCE NEEDED TO SUCCESSFULLY ENTER AND THRIVE IN THE ACTUARIAL FIELD.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$194,776	ExpenseAmt
Grant	$38,155	GrantAmt
Desc	AWARDS & PRIZES - THE ACTUARIAL FOUNDATION CONFERS AWARDS AND PRIZES THROUGH SEVERAL PROGRAMS THAT RECOGNIZE EXCELLENCE IN EDUCATION, STUDENT ACHIEVEMENT, AND PUBLIC ENGAGEMENT. THE HELEN GALT EDUCATOR AWARD HONORS TEACHERS WHO SUPPORT AND INSPIRE STUDENT PARTICIPATION IN THE MODELING THE FUTURE CHALLENGE, ENCOURAGING BROADER ENGAGEMENT IN THE COMPETITION. THROUGH THE HARDEST MATH PROBLEM STUDENT CONTEST, STUDENTS RECEIVE PRIZES INCLUDING LAPTOPS AND 529 COLLEGE SAVINGS CONTRIBUTIONS. THESE PRIZES HELP BUILD CONFIDENCE IN MATHEMATICS, INCENTIVIZE STUDENTS TO PARTICIPATE, AND INSPIRE INTEREST IN STEM AND ACTUARIAL CAREERS. THE CLIMATE RESILIENCE AWARD, PART OF THE MODELING THE FUTURE CHALLENGE, PROVIDES STIPENDS TO STUDENT WINNERS TO SUPPORT A 10-WEEK, PART-TIME SUMMER INTERNSHIP ENABLING THEM TO TRANSLATE THEIR MATHEMATICAL MODELS INTO PRACTICAL, COMMUNITY-BASED SOLUTIONS. THE WYNN KENT PUBLIC COMMUNICATION AWARD RECOGNIZES ACTUARIES WHO ENHANCE PUBLIC AWARENESS OF THE PROFESSION AND ITS ROLE IN PROMOTING FINANCIAL SECURITY ACROSS LIFE, HEALTH, CASUALTY, PENSION, AND RELATED FIELDS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$5,032	ExpenseAmt
Desc	GENERAL PROGRAM EXPENSES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,032	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$2,994,641	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	11	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	30	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	VALERIE THOMPSON	PersonNm
Phone	8477063535	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	869 E SCHAUMBURG RD 321	AddressLine1Txt
City	SCHAUMBURG	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60194	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
SHARON ROBINSON
CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
KELLY CUSICK
CHAIR-ELECT	1.00	Yes (X)	Yes (X)	$0	$0	$0
ANAND KHARE
SECRETARY TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
ANDY FERRIS
IMMEDIATE PAST CHAIR	1.00	Yes (X)		$0	$0	$0
STEVEN A ESENSTEIN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JEREMY ENGDAHL-JOHNSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
EMILY GINGRICH
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LELA PATRIK
TRUSTEE	1.00	Yes (X)		$0	$0	$0
STEVE ROMINSKE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
STEWART ASHKENAZY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
NORA BENANTI
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ERIC CLAPPROOD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ALEXANDER D DEWITT
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CYNTHIA EDWALDS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
OLGA T JACOBS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BARRY JACOBSEN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
RICHARD JONES
TRUSTEE	1.00	Yes (X)		$0	$0	$0
TRAVIS LAPPE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
TED A LYLE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KASSIE MARONEY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JERRY MINGIONE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ALEJANDRA NOLIBOS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
FELIX OKWANING
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CANDE OLSEN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
NADINE ORLOFF
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ERIC C SHERMAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
RICHARD VEYS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
STEVE WHITE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CHAD WISCHMEYER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
VALERIE THOMPSON
EXECUTIVE DIRECTOR	40.00		Yes (X)	$240,250	$0	$15,452
MICHAEL MARION
DIRECTOR OF DEVELOPMENT	40.00			$117,685	$0	$7,330	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$357,935	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$22,782	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
INSTITUTE OF COMPETITION SCIENCES
583 OAK PARK DRIVE	SAN FRANCISCO	CA	94131	MTFC AND SCHOLASTIC PROGRAM ACTIVITIES	$484,850
THE DRINK AGENCY INC
64 REID AVE	PORT WASHINGTON	NY	11050	ADVERTISING CONSULTANTS	$122,594

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$3,059,860	AllOtherContributionsAmt
Total Contributions	$3,059,860	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$130,639	TotalRevenueColumnAmt
Exclusion	$130,639	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$5,972,107	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,971,833	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$274	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$274	TotalRevenueColumnAmt
Exclusion	$274	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	BAD DEBT RECOVERY	Desc
Business	900099	BusinessCd
Total Revenue Column	$42,150	TotalRevenueColumnAmt
Related Or Exempt Func Income	$42,150	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$42,150	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,232,923	TotalRevenueColumnAmt
Related Or Exempt Func Income	$42,150	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$130,913	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$971,031	TotalAmt
Program Services	$971,031	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$258,849	TotalAmt
Program Services	$258,849	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$4,000	TotalAmt
Program Services	$4,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$272,327	TotalAmt
Program Services	$108,931	ProgramServicesAmt
Management And General	$81,698	ManagementAndGeneralAmt
Fundraising	$81,698	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,340,747	TotalAmt
Program Services	$754,494	ProgramServicesAmt
Management And General	$176,665	ManagementAndGeneralAmt
Fundraising	$409,588	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$268,441	TotalAmt
Program Services	$160,219	ProgramServicesAmt
Management And General	$57,807	ManagementAndGeneralAmt
Fundraising	$50,415	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$134,261	TotalAmt
Program Services	$94,755	ProgramServicesAmt
Management And General	$6,010	ManagementAndGeneralAmt
Fundraising	$33,496	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$30,068	TotalAmt
Program Services	$1,835	ProgramServicesAmt
Management And General	$18,580	ManagementAndGeneralAmt
Fundraising	$9,653	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$108,424	TotalAmt
Management And General	$108,424	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$583,241	TotalAmt
Program Services	$487,663	ProgramServicesAmt
Management And General	$89,378	ManagementAndGeneralAmt
Fundraising	$6,200	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$134,413	TotalAmt
Program Services	$150	ProgramServicesAmt
Management And General	$6,378	ManagementAndGeneralAmt
Fundraising	$127,885	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$36,745	TotalAmt
Program Services	$3,390	ProgramServicesAmt
Management And General	$19,253	ManagementAndGeneralAmt
Fundraising	$14,102	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$22,112	TotalAmt
Program Services	$965	ProgramServicesAmt
Management And General	$13,737	ManagementAndGeneralAmt
Fundraising	$7,410	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$14,529	TotalAmt
Program Services	$1,753	ProgramServicesAmt
Management And General	$12,776	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$88,822	TotalAmt
Program Services	$46,521	ProgramServicesAmt
Management And General	$35,845	ManagementAndGeneralAmt
Fundraising	$6,456	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$34,881	TotalAmt
Management And General	$34,881	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$38,601	TotalAmt
Management And General	$31,319	ManagementAndGeneralAmt
Fundraising	$7,282	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
STAFF DUES & SUBSCRIPTI	$79,291	$32,083	$42,808	$4,400
STUDENT AND VOLUNTEER S	$66,068	$66,068
OTHER	$64,562	$1,934	$58,208	$4,420

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,551,413	TotalAmt
Program Services	$2,994,641	ProgramServicesAmt
Management And General	$793,767	ManagementAndGeneralAmt
Fundraising	$763,005	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$186,837	BOYAmt
EOY	$136,044	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,452,672	BOYAmt
EOY	$2,886,745	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$518,721	BOYAmt
EOY	$683,908	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$70,159	BOYAmt
EOY	$89,260	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$39,825	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$21,461	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$26,329	BOYAmt
EOY	$18,364	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,993,033	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$36,270	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,284,021	BOYAmt
EOY	$3,814,321	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$648,288	BOYAmt
EOY	$332,191	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$37,792	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$686,080	BOYAmt
EOY	$332,191	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,813,352	BOYAmt
EOY	$2,215,686	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,784,589	BOYAmt
EOY	$1,266,444	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,597,941	BOYAmt
EOY	$3,482,130	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,284,021	BOYAmt
EOY	$3,814,321	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,318,490	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$202,679	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,282,578	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,271,124	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,253,542	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,956,533	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,062,519	CurrentTaxYearAmt
Total	$15,826,296	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,282,578	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,271,124	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,253,542	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,956,533	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,062,519	CurrentTaxYearAmt
Total	$15,826,296	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$3,195,227	SubstantialContributorsTotAmt
Public Support Total170	$12,631,069	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$180,048	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$187,935	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$134,257	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$146,309	CurrentTaxYearMinus1YearAmt
Current Tax Year	$130,639	CurrentTaxYearAmt
Total	$779,188	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,735	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$14,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,150	CurrentTaxYearAmt
Total	$59,885	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$16,665,369	TotalSupportAmt
Public Support CY170	0.75790	PublicSupportCY170Pct
Public Support PY170	0.85970	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2020 AMOUNT: $ 735. 2023 AMOUNT: $ 14,000. 2024 AMOUNT: $ 42,150. RETURNED SCHOLARSHIPS - 2020 AMOUNT: $ 3,000.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$39,825	OtherCostOrOtherBasisAmt
Depreciation	$21,461	DepreciationAmt
Book Value	$18,364	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$18,364	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,438,261	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$202,679	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$2,659	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$205,338	RevenueNotReportedAmt
Revenue Subtotal	$3,232,923	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,232,923	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,554,072	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$2,659	DonatedServicesUseFcltsAmt
Expenses Not Reported	$2,659	ExpensesNotReportedAmt
Expenses Subtotal	$4,551,413	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,551,413	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (U.S. GAAP) REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF MAY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$0	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$0	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Region	CARRIBEAN ACTUARIAL SCHOLARSHIP	RegionTxt
Recipient	3	RecipientCnt
Cash Grant	$4,000	CashGrantAmt
Manner Of Cash Disbursement	WIRE TRANSFER	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
SCHOLARSHIP AMERICA
7900 INTERNAITONAL DR STE 500	MINNEAPOLIS	MN	55425	042296967	501(C)3	$810,200	$0	SUPPORT REIMBURSEMENTS FOR THOSE COMPLETE ACTUARIAL EXAMS
SOCIETY OF ACTUARIES RESEARCH INSTITUTE
8770 W BRYN MAWR AVE STE 1000	CHICAGO	IL	60631	834526499	501(C)3	$98,223	$0	PROVIDE INCENTIVE FOR AUTHORS TO SUBMIT RELEVANT PAPERS FOR SYMPOSIUM
AMERICAN FOUNDATION FOR UNIVERSITY OF THE WEST INDIES INC
300 EAST 42ND ST STE 519	NEW YORK CITY	NY	10017	132967185	501(C)3	$30,363	$0	SCHOLARSHIPS FOR 2ND OR 3RD YEAR ACTUARIAL STUDENTS
CASUALTY ACTUARIAL SOCIETY TRUST
4350 FAIRFAX DR STE 250	ARLINGTON	VA	22203	131947453	501(C)3	$32,245	$0	SUPPORT REIMBURSEMENTS FOR THOSE COMPLETE ACTUARIAL EXAMS

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (10 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
CURTIS E. HUNTINGTON SCHOLARSHIPS	1	$7,000
DIVERSITY SCHOLARSHIPS	27	$91,000
MODELING THE FUTURE CHALLENGE SCHOLARSHIP	15	$39,000
STUART A. ROBERTSON SCHOLARSHIPS	5	$40,000
THE ROBERT D. SHAPIRO MEMORIAL SCHOLARSHIP FUND	6	$50,000
THE HARDEST MATH PROBLEM STUDENT CONTEST	9	$18,000
ELIZABETH M. MAURO REIMBURSEMENT PROGRAM	3	$3,000
STEM STARS ACTUARIAL SCHOLARS PROGRAM	22	$4,849
KENT AWARDS	1	$1,000
HELEN GALT AWARDS	5	$5,000

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	MANAGEMENT MONITORS GRANT COMPLIANCE THROUGH REVIEW OF BUDGETARY AND ACTIVITY REPORTS PROVIDED BY THE GRANTEES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	VALERIE THOMPSON	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$195,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$45,250	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$15,452	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$255,702	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE SECRETARY/TREASURER REVIEWS THE 990 ON BEHALF OF THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19	IF REQUESTED, A COPY OF THE 990 IS SENT VIA MAIL OR EMAIL TO THE REQUESTING PARTY.
FORM 990, PART IX, LINE 11G	PROGRAM - COMPETITION DESIGN: PROGRAM SERVICE EXPENSES 484,850. MANAGEMENT AND GENERAL EXPENSES 73,384. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 563,234. EVENT SERVICES: PROGRAM SERVICE EXPENSES 1,167. MANAGEMENT AND GENERAL EXPENSES 6,635. FUNDRAISING EXPENSES 498. TOTAL EXPENSES 8,300. RECRUITING AND STAFFING: PROGRAM SERVICE EXPENSES 403. MANAGEMENT AND GENERAL EXPENSES 2,290. FUNDRAISING EXPENSES 172. TOTAL EXPENSES 2,865. OFFICE MOVING SERVICES: PROGRAM SERVICE EXPENSES 1,243. MANAGEMENT AND GENERAL EXPENSES 7,069. FUNDRAISING EXPENSES 530. TOTAL EXPENSES 8,842.
FORM 990, PART XII, LINE 2C:	THE ORGANIZATION NEITHER CHANGED THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR.