Nonprofit screen
Screen a listThe Actuarial Foundation
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$3.2Mrevenue
FY2025 · −14% in 3 yrs30staff
7 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−40.8%
Months of reserve8.0mo
Revenue growth (annualized)+12.6%
Middle half of peersMedianActuarial
Where the money goes FY2025 · $4.6M spent
Programs$3.0M66%Management and general$794k17%Fundraising$763k17%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$1.4M in FY2023, −$1.3M in FY2024 and −$1.3M in FY2025. Cash covers 8.0 months, above the peer median of 3.9.
990 Part I and balance sheetIn its favor3
Strong governance
30 of 30 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VIGrowing faster than peers
Revenue up 13% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortFunders stay
18 of the 25 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists65funders
$1.4Ma year, last 3 years
13%from its largest funder
Funder’17’18’19’20’21’22’23New York Life FoundationSince FY2018$100k$100k$200k$100k$100k$250kAmerican Academy of ActuariesSince FY2020$138k$125k$128k$130kThe Carter Chapman Shreve Family FoundationSince FY2020$25k$50k$75k$125kRga FoundationSince FY2020$25k$25k$50k$75kSociety of Actuaries Research InstituteOn and off$150kLincoln Financial Foundation IncSince FY2020$35k$35k$35k$35kDonor-advised giftsDonors not disclosed$189k$66k$135k$438k$593k$542k$905k35 other fundersUp to $50k a year each$26k$18k$45k$51k$202k$211k$191k
FundedThrough a donor-advised fund