Nonprofit · EIN 13-6113674
CASUALTY ACTUARIAL SOCIETY
Tax-exempt · ARLINGTON, VA 22203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $23,998,429 | $22,327,723 | $1,670,706 | $36,285,988 | $9,600,647 | $26,685,341 |
| September 30, 2024 | 990 | $22,281,459 | $19,245,770 | $3,035,689 | $33,508,796 | $10,151,879 | $23,356,917 |
| September 30, 2023 | 990 | $18,966,025 | $17,672,363 | $1,293,662 | $26,860,194 | $8,593,162 | $18,267,032 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $22,410,318
- Investment income
- $1,542,745
- Net gain from sales of assets
- $675,024
- Other revenue
- $45,366
Expenses
- Grants and similar amounts paid
- $664,189
- Compensation of officers, directors and key employees
- $1,662,207
- Other salaries and wages
- $6,248,955
- Salaries, compensation and benefits (total)
- $9,691,997
- Professional fundraising fees
- $0
- Legal fees
- $91,303
- Accounting fees
- $64,004
- Occupancy
- $421,467
- Travel
- $443,396
- Depreciation
- $138,702
Balance sheet and other
- Total assets, start of year
- $33,508,796
- Total assets, end of year
- $36,285,988
- Total liabilities, end of year
- $9,600,647
- Net assets, end of year
- $26,685,341
- Land, buildings and equipment
- $1,050,181
- Publicly traded securities
- $32,316,161
- Net assets without donor restrictions
- $26,685,341
- Gross unrelated business income
- $108,789
- Gross receipts
- $34,680,148
- Employees
- 68
- Volunteers
- 2,487
- Year formed
- 1969
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VICTOR CARTER-BEY | CHIEF EXECUTIVE OFFICER Officer | 40 | $586,953 | $157,747 |
| TODD ROGERS | CHIEF FINANCIAL OFFICER Officer | 40 | $327,020 | $141,452 |
| J MICHAEL BOA | CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 40 | $301,163 | $110,990 |
| KENDALL WILLIAMS | STAFF ACTUARY Highest-paid employee | 40 | $266,591 | $57,165 |
| JOHN KLEINE | CHIEF GROWTH AND PRODUCT OFFICER Highest-paid employee | 40 | $256,656 | $56,284 |
| JOYCE NEVEROV | CHIEF BUSINESS OFFICER Highest-paid employee | 40 | $260,618 | $25,062 |
| KATHLEEN DEAN | DIRECTOR, MEETING SERVICES Key employee | 40 | $184,687 | $80,669 |
| ALICIA BURKE | ICAS DIRECTOR OF PORTFOLIO & PRODUCT DEVELOPMENT Key employee | 40 | $183,565 | $27,581 |
| CARRIE CROSS | STRATEGY AND LEARNING PARTNER Highest-paid employee | 40 | $160,846 | $44,841 |
| A DAVID CUMMINGS | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| BARRY FRANKLIN | PRESIDENT-ELECT Trustee or director, Officer | 10 | $0 | $0 |
| ROOSEVELT MOSLEY | BOARD CHAIR (UNTIL 11/24) Trustee or director, Officer | 20 | $0 | $0 |
| FRANK CHANG | BOARD CHAIR Trustee or director, Officer | 20 | $0 | $0 |
| STEVE BELDEN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| WANCHIN CHOU | DIRECTOR Trustee or director | 5 | $0 | $0 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE ESPY | DIRECTOR Trustee or director | 5 | $0 |
| DAVID FOLEY | DIRECTOR Trustee or director | 5 | $0 |
| PETER HAHN | DIRECTOR Trustee or director | 5 | $0 |
| ANAND KHARE | DIRECTOR Trustee or director | 5 | $0 |
| JULIE LEDERER | DIRECTOR Trustee or director | 5 | $0 |
| LEN LLAGUNO | DIRECTOR Trustee or director | 5 | $0 |
| SANDY LOWE | DIRECTOR Trustee or director | 5 | $0 |
| JASON MACHTINGER | DIRECTOR Trustee or director | 5 | $0 |
| JOE MILICIA | DIRECTOR Trustee or director | 5 | $0 |
| AMBER ROHDE | DIRECTOR Trustee or director | 5 | $0 |
| SIMONE WALKER | DIRECTOR Trustee or director | 5 | $0 |
| KATHLEEN ORES WALSH | DIRECTOR Trustee or director | 5 | $0 |
| JUSTIN BRENDEN | DIRECTOR (UNTIL 11/24) Trustee or director | 5 | $0 |
| YVONNE PALM | DIRECTOR (UNTIL 11/24) Trustee or director | 5 | $0 |
| KATHY OLCESE | DIRECTOR (UNTIL 11/24) Trustee or director | 5 | $0 |
| ALICIA SPEIGHT | DIRECTOR (UNTIL 11/24) Trustee or director | 5 | $0 |
| JASON RUSS | DIRECTOR (UNTIL 11/24), VP-ADMISSIONS Trustee or director, Officer | 5 | $0 |
| ANTHONY BUSTILLO | VP-PROFESSIONAL EDUCATION Officer | 5 | $0 |
| RICHARD MONCHER | VP-ADMINISTRATION Officer | 5 | $0 |
| WILLIAM WILDER | VP-ADMISSIONS Officer | 5 | $0 |
| KEITH BERMAN | VP-INTERNATIONAL Officer | 5 | $0 |
| ERIN OLSON | VP-MARKETING & COMMUNICATIONS Officer | 5 | $0 |
| MORGAN BUGBEE | VP-RESEARCH & DEVELOPMENT Officer | 5 | $0 |
990 for the year ended September 30, 2024: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VICTOR CARTER-BEY | CHIEF EXECUTIVE OFFICER Officer | 40 | $541,108 | $101,542 |
| TODD ROGERS | CHIEF FINANCIAL OFFICER Officer | 40 | $308,416 | $121,980 |
| J MICHAEL BOA | CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 40 | $287,561 | $101,641 |
| KENDALL WILLIAMS | STAFF ACTUARY Highest-paid employee | 40 | $256,350 | $47,728 |
| JOHN KLEINE | CHIEF GROWTH AND PRODUCT OFFICER Highest-paid employee | 40 | $241,400 | $45,509 |
| JOYCE NEVEROV | CHIEF BUSINESS OFFICER Highest-paid employee | 40 | $243,734 | $23,030 |
| KATHLEEN DEAN | DIRECTOR, MEETING SERVICES Key employee | 40 | $176,770 | $72,885 |
| ALICIA BURKE | ICAS DIRECTOR OF PORTFOLIO & PRODUCT DEVELOPMENT Key employee | 40 | $173,554 | $22,907 |
| CARRIE CROSS | STRATEGY AND LEARNING PARTNER Highest-paid employee | 40 | $155,072 | $33,204 |
| FRANK CHANG | PRESIDENT Trustee or director, Officer | 10 | $2,277 | $0 |
| A DAVID CUMMINGS | PRESIDENT-ELECT Trustee or director, Officer | 10 | $0 | $0 |
| ROOSEVELT MOSLEY | BOARD CHAIR Trustee or director, Officer | 20 | $0 | $0 |
| KATHERINE ANTONELLO | BOARD CHAIR (THRU 11/23) Trustee or director, Officer | 20 | $0 | $0 |
| STEVE BELDEN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JUSTIN BRENDEN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| WANCHIN CHOU | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KRIS DEFRAIN | DIRECTOR (THRU 11/23) Trustee or director | 5 | $0 | $0 |
| BRIAN DUPPERREAULT | DIRECTOR (THRU 11/23) Trustee or director | 5 | $0 | $0 |
| STEPHANIE ESPY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| PETER HAHN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JULIE LEDERER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LEN LLAGUNO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| SANDY LOWE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JOE MILICIA | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ALEJANDRA NOLIBOS | DIRECTOR (THRU 11/23) Trustee or director | 5 | $0 | $0 |
| KATHY OLCESE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KATHLEEN ORES WALSH | DIRECTOR Trustee or director | 5 | $0 | $0 |
| YVONNE PALM | DIRECTOR Trustee or director | 5 | $0 | $0 |
| AMBER ROHDE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JASON RUSS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ERIKA SCHURR | DIRECTOR (THRU 11/23) Trustee or director | 5 | $0 | $0 |
| ALICIA SPEIGHT | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GEOFF WERNER | DIRECTOR (THRU 11/23) Trustee or director | 5 | $0 | $0 |
| ANTHONY BUSTILLO | VP-PROFESSIONAL EDUCATION Officer | 5 | $0 | $0 |
| RICHARD MONCHER | VP-ADMINISTRATION Officer | 5 | $0 | $0 |
| WILLIAM WILDER | VP-ADMISSIONS Officer | 5 | $0 | $0 |
| KEITH BERMAN | VP-INTERNATIONAL Officer | 5 | $0 | $0 |
| ERIN OLSON | VP-MARKETING & COMMUNICATIONS Officer | 5 | $0 | $0 |
| MORGAN BUGBEE | VP-RESEARCH & DEVELOPMENT Officer | 5 | $0 | $0 |
990 for the year ended September 30, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VICTOR CARTER-BEY | CHIEF EXECUTIVE OFFICER Officer | 40 | $483,750 | $95,413 |
| TODD ROGERS | CHIEF FINANCIAL OFFICER Officer | 40 | $293,968 | $90,590 |
| J MICHAEL BOA | CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 40 | $274,661 | $61,190 |
| KENDALL WILLIAMS | STAFF ACTUARY Highest-paid employee | 40 | $243,487 | $43,156 |
| JOHN KLEINE | CHIEF GROWTH AND PRODUCT OFFICER Highest-paid employee | 40 | $226,351 | $40,175 |
| KATHLEEN DEAN | DIRECTOR, MEETING SERVICES Highest-paid employee | 40 | $169,269 | $55,516 |
| BRIAN FANNIN | RESEARCH ACTUARY Highest-paid employee | 40 | $186,482 | $33,702 |
| JOYCE NEVEROV | CHIEF BUSINESS OFFICER Key employee | 40 | $169,000 | $21,110 |
| ALICIA BURKE | ICAS DIR. OF PORTFOLIO & PRODUCT DEV. Key employee | 40 | $152,208 | $22,305 |
| ROOSEVELT MOSLEY | PRESIDENT Trustee or director, Officer | 10 | $8,667 | $0 |
| KATHERINE ANTONELLO | BOARD CHAIR Trustee or director, Officer | 20 | $0 | $0 |
| FRANK CHANG | PRESIDENT-ELECT Trustee or director, Officer | 10 | $0 | $0 |
| STEVE BELDEN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JUSTIN BRENDEN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KRIS DEFRAIN | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRIAN DUPPERREAULT | DIRECTOR Trustee or director | 5 | $0 | $0 |
| STEPHANIE ESPY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JULIE LEDERER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| LEN LLAGUNO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ALEJANDRA NOLIBOS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KATHY OLCESE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| YVONNE PALM | DIRECTOR Trustee or director | 5 | $0 | $0 |
| AMBER ROHDE | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JASON RUSS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ERIKA SCHURR | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ALICIA SPEIGHT | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GEOFF WERNER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| ANTHONY BUSTILLO | VP-PROFESSIONAL EDUCATION Trustee or director | 5 | $0 | $0 |
| KENDRA FELISKY | VP-INTERNATIONAL Trustee or director | 5 | $0 | $0 |
| MARY HOSFORD | VP-ADMINISTRATION Trustee or director | 5 | $0 | $0 |
| KIM GUERRIERO | VP-MARKETING & COMMUNICATIONS Trustee or director | 5 | $0 | $0 |
| JIM WEISS | VP-RESEARCH & DEVELOPMENT Trustee or director | 5 | $0 | $0 |
| WILLIAM WILDER | VP-ADMISSIONS Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4350 FAIRFAX DR STE 250, ARLINGTON, VA 22203-1620
- Principal officer (990 for 2024)
- VICTOR R CARTER-BEY, 4350 N FAIRFAX DRIVE 250, ARLINGTON, VA 22203
- Signed the 990
- VICTOR R CARTER-BEY, CHIEF EXECUTIVE OFFICER
- Phone
- (703) 276-3100
- Website
- WWW.CASACT.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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.
Program accomplishments
- 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.0
- 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.0
- 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.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 13-6113674
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $36,285,988
- Income (IRS master file)
- $34,680,148
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $23,998,429 | $22,327,723 | $36,285,988 | XML |
| 990 | September 2024 | $22,281,459 | $19,245,770 | $33,508,796 | XML |
| 990 | September 2023 | $18,966,025 | $17,672,363 | $26,860,194 | XML |
| 990 | September 2022 | $16,083,017 | $15,614,431 | $23,622,669 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6113674).
Questions about CASUALTY ACTUARIAL SOCIETY
- What is the EIN of CASUALTY ACTUARIAL SOCIETY?
- The employer identification number (EIN) of CASUALTY ACTUARIAL SOCIETY is 13-6113674.
- Is CASUALTY ACTUARIAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1963.
- Are donations to CASUALTY ACTUARIAL SOCIETY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CASUALTY ACTUARIAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASUALTY ACTUARIAL SOCIETY due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASUALTY ACTUARIAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CASUALTY ACTUARIAL SOCIETY?
- The 990 for the year ended September 30, 2025 names VICTOR R CARTER-BEY.
- Who are the officers and directors of CASUALTY ACTUARIAL SOCIETY?
- The 990 for the year ended September 30, 2025 lists 38 people; 9 received compensation from the organization, the highest $586,953 (VICTOR CARTER-BEY, CHIEF EXECUTIVE OFFICER).
- How much revenue does CASUALTY ACTUARIAL SOCIETY have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $23,998,429, expenses of $22,327,723 and total assets of $36,285,988 at year end.
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