AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES

Address
4245 NORTH FAIRFAX DRIVE NO 750
ARLINGTON, VA 22203
Contact
Website: http://www.usaretirement.org
Phone: +1 (703) 516-9300
Nonprofit
NTEE: B03 - Professional Societies, Associations
EIN: 75-1247887

Mission

TO EDUCATE PENSION ACTUARIES, CONSULTANTS, ADMINISTRATORS AND OTHER BENEFITS PROFESSIONALS AND TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS PART OF THE DEVELOPMENT OF A COHERENT NATIONAL RETIREMENT INCOME POLICY.
 20162015201420132012
Basic features of the organization
Doing business as nameAMERICAN RETIREMENT ASSOCIATION
Year of formation1966
Subsection code06
PF filing required0    
Metropolitan statistical area8872
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$1,441,285.00$1,647,813.00$1,339,427.00$1,299,532.00$1,095,909.00
Sum of reportable (W2/1099) compensation$2,420,801.00$2,488,828.00$2,380,019.00$2,438,294.00$2,129,742.00
Number of employees6666726160
Number of people compensated >$100k1310121013
Number of volunteers15015020200200
Number of highly compensated contractors5853 
Personnel
Adams, Nevin
TitleCHIEF OF MARKETING & COMMUNICATIONSCHIEF OF MARKETING   
Name of key/compensated personNEVIN ADAMSNEVIN ADAMS   
Position of compensated person
Highest compensated employees (>$100k)TrueTrue   
Average hours per week working for org40.0040.00   
Reportable compensation from org$289,391.00$263,923.00   
Breakdown of reportable comp
Base reportable compensation from org$267,479.00$254,974.00   
Bonus and incentive reportable compensation$20,000.00$7,500.00   
Other reportable compensation from org$1,912.00$1,449.00   
Retirement and other deferred compensation$32,360.00$10,400.00   
Nontaxable benefits from org$26,139.00$33,996.00   
Compensation from org previously reported as deferred$0.00$0.00   
Other comp, non-reportable, from org and related orgs$58,499.00$44,396.00   
Sum of all compensation from org$347,890.00$308,319.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs 0.00   
Allen, Lisa
TitleCHIEF OF BUSINESS DVLPT. & RETENTION    
Name of key/compensated personLISA ALLEN    
Position of compensated person
Highest compensated employees (>$100k)True    
Average hours per week working for org40.00    
Reportable compensation from org$235,130.00    
Breakdown of reportable comp
Base reportable compensation from org$214,950.00    
Bonus and incentive reportable compensation$20,000.00    
Other reportable compensation from org$180.00    
Retirement and other deferred compensation$28,528.00    
Nontaxable benefits from org$9,659.00    
Compensation from org previously reported as deferred$0.00    
Other comp, non-reportable, from org and related orgs$38,187.00    
Sum of all compensation from org$273,317.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Barnhurst, Kevin
TitleCFOCFOCFO (BEG. 09/14)  
Name of key/compensated personKEVIN BARNHURSTKEVIN BARNHURSTKEVIN BARNHURST  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$224,687.00$199,058.00$51,157.00  
Breakdown of reportable comp
Base reportable compensation from org$205,275.00$197,333.00   
Bonus and incentive reportable compensation$17,500.00$0.00   
Other reportable compensation from org$1,912.00$1,725.00   
Retirement and other deferred compensation$26,622.00$8,137.00   
Nontaxable benefits from org$13,950.00$19,495.00   
Compensation from org previously reported as deferred$0.00$0.00   
Other comp, non-reportable, from org and related orgs$40,572.00$27,632.00$3,271.00  
Sum of all compensation from org$265,259.00$226,690.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs 0.00   
Brandwein, Samuel
TitleDIRECTORDIRECTOR   
Name of key/compensated personSAMUEL BRANDWEINSAMUEL BRANDWEIN   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs 0.00   
Brewster, Donna
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  DONNA BREWSTERDONNA BREWSTERDONNA BREWSTER
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Coffey, Kristine
Title  DIRECTORDIRECTOR 
Name of key/compensated person  KRISTINE J COFFEYKRISTINE J COFFEY 
Position of compensated person
Average hours per week working for org  1.001.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Copp, Michael
Title COOCOOCOOCHIEF OPERATING OFFICER
Name of key/compensated person MICHAEL COPPMICHAEL COPPMICHAEL COPPMICHAEL COPP
Position of compensated person
Average hours per week working for org 40.0040.0040.0040.00
Reportable compensation from org $206,936.00$221,280.00$228,952.00$142,756.00
Breakdown of reportable comp
Base reportable compensation from org $125,562.00$196,280.00$208,676.00$142,500.00
Bonus and incentive reportable compensation $15,000.00$25,000.00$20,000.00$0.00
Other reportable compensation from org $66,374.00$0.00$276.00$256.00
Retirement and other deferred compensation $24,208.00$23,051.00$22,551.00$10,780.00
Nontaxable benefits from org $773.00$1,097.00$2,139.00$2,845.00
Compensation from org previously reported as deferred $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $24,981.00$24,148.00$24,690.00$13,625.00
Sum of all compensation from org $231,917.00$245,428.00$253,642.00$156,381.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Davis, Mark
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  MARK A DAVISMARK A DAVISMARK A DAVIS
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Degrassi, Christopher
TitleEXECUTIVE DIRECTOR, NTSAEXECUTIVE DIRECTOR, NTSAEXECUTIVE DIRECTOR, NTSAEXECUTIVE DIRECTOR NTSSAEXECTIVE DIRECTOR - NTSAA
Name of key/compensated personCHRISTOPHER DEGRASSICHRISTOPHER DEGRASSICHRISTOPHER DEGRASSICHRISTOPHER DEGRASSICHRISTOPHER DEGRASSI
Position of compensated person
Highest compensated employees (>$100k)TrueTrueTrueTrueTrue
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$247,225.00$235,213.00$223,685.00$229,871.00$224,541.00
Breakdown of reportable comp
Base reportable compensation from org$245,985.00$234,160.00$217,435.00$184,084.00$174,421.00
Bonus and incentive reportable compensation$0.00$0.00$6,250.00$45,667.00$50,000.00
Other reportable compensation from org$1,240.00$1,053.00$0.00$120.00$120.00
Retirement and other deferred compensation$31,441.00$29,605.00$26,359.00$26,973.00$23,940.00
Nontaxable benefits from org$15,425.00$21,375.00$4,515.00$22,231.00$24,087.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$46,866.00$50,980.00$30,874.00$49,204.00$48,027.00
Sum of all compensation from org$294,091.00$286,193.00$254,559.00$279,075.00$272,568.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Denoyior, Joseph
TitleDIRECTORDIRECTOR   
Name of key/compensated personJOSEPH F DENOYIORJOSEPH F DENOYIOR   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs 0.00   
Diehl, Susan
TitleDIRECTORDIRECTOR   
Name of key/compensated personSUSAN D DIEHLSUSAN D DIEHL   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs 0.00   
Dimitriou, Steven
TitleSECRETARYDIRECTOR   
Name of key/compensated personSTEVEN DIMITRIOUSTEVEN DIMITRIOU   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs 0.00   
Dornan, James
Title  POLITICAL DIRECTORPOLITICAL DIRECTOR 
Name of key/compensated person  JAMES DORNANJAMES DORNAN 
Position of compensated person
Highest compensated employees (>$100k)  TrueTrue 
Average hours per week working for org  40.0040.00 
Reportable compensation from org  $172,292.00$191,071.00 
Breakdown of reportable comp
Base reportable compensation from org  $164,792.00$180,795.00 
Bonus and incentive reportable compensation  $7,500.00$10,000.00 
Other reportable compensation from org  $0.00$276.00 
Retirement and other deferred compensation  $16,601.00$18,140.00 
Nontaxable benefits from org  $6,445.00$7,108.00 
Compensation from org previously reported as deferred  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $23,046.00$25,248.00 
Sum of all compensation from org  $195,338.00$216,319.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Dunbar, Mark
Title    DIRECTOR
Name of key/compensated person    MARK K DUNBAR
Position of compensated person
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Finnegan, Thomas
TitleDIRECTOR  EX-OFFICIO MEMBERIMMEDIATE PAST PRESIDENT
Name of key/compensated personTHOMAS J FINNEGAN  THOMAS J FINNEGANTHOMAS J FINNEGAN
Position of compensated person
Average hours per week working for org1.00  1.001.00
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs   1.001.00
Finnegan, Tom
Title PRESIDENT   
Name of key/compensated person TOM FINNEGAN   
Position of compensated person
Average hours per week working for org 5.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Average hours per week working for related orgs 0.00   
Graff, Brian
TitleCEOCEOCEOCEOEXECUTIVE DIRECTOR/CEO
Name of key/compensated personBRIAN H GRAFFBRIAN H GRAFFBRIAN H GRAFFBRIAN H GRAFFBRIAN H GRAFF
Position of compensated person
Average hours per week working for org50.0050.0050.0050.0050.00
Reportable compensation from org$875,477.00$810,741.00$790,113.00$743,062.00$663,846.00
Breakdown of reportable comp
Base reportable compensation from org$718,806.00$677,456.00$692,613.00$639,372.00$588,666.00
Bonus and incentive reportable compensation$100,000.00$82,500.00$97,500.00$100,000.00$75,000.00
Other reportable compensation from org$56,671.00$50,785.00$0.00$3,690.00$180.00
Retirement and other deferred compensation$364,882.00$281,720.00$30,215.00$47,115.00$26,845.00
Nontaxable benefits from org$92,399.00$96,745.00$50,730.00$7,598.00$29,652.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$457,281.00$378,465.00$80,945.00$54,713.00$56,497.00
Sum of all compensation from org$1,332,758.00$1,189,206.00$871,058.00$797,775.00$720,343.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 1.001.001.001.00
Hayes, Scott
TitleTREASURERSECRETARYDIRECTORDIRECTOREX-OFFICIO MEMBER
Name of key/compensated personSCOTT A HAYESSCOTT A HAYESSCOTT A HAYESSCOTT A HAYESSCOTT A HAYES
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Hochman, Richard
TitleDIRECTOR TREASURER/SECRETARYVICE PRESIDENTVICE PRESIDENT
Name of key/compensated personRICHARD A HOCHMAN RICHARD A HOCHMANRICHARD A HOCHMANRICHARD A HOCHMAN
Position of compensated person
Average hours per week working for org1.00 1.002.002.00
Reportable compensation from org$0.00 $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00 $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Hoffman, Craig
TitleGEN COUNSEL, ASSPA/ DIR REG AFFAIRSGENERAL COUNSEL, ARAGENERAL COUNSEL, ASPPAGENERAL COUNSELGENERAL COUNSEL
Name of key/compensated personCRAIG HOFFMANCRAIG HOFFMANCRAIG P HOFFMANCRAIG P HOFFMANCRAIG P HOFFMAN
Position of compensated person
Highest compensated employees (>$100k)TrueTrueTrueTrueTrue
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$308,077.00$294,589.00$287,246.00$303,304.00$266,850.00
Breakdown of reportable comp
Base reportable compensation from org$276,165.00$268,797.00$267,246.00$285,288.00$251,334.00
Bonus and incentive reportable compensation$30,000.00$25,000.00$20,000.00$17,500.00$15,000.00
Other reportable compensation from org$1,912.00$792.00$0.00$516.00$516.00
Retirement and other deferred compensation$32,360.00$31,720.00$30,215.00$29,615.00$26,845.00
Nontaxable benefits from org$29,006.00$35,169.00$9,025.00$9,270.00$17,595.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$61,366.00$66,889.00$39,240.00$38,885.00$44,440.00
Sum of all compensation from org$369,443.00$361,478.00$326,486.00$342,189.00$311,290.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Hopkins, Thomas
Title  CFO (THROUGH 07/14)CFOCHIEF FINANCIAL OFFICER
Name of key/compensated person  THOMAS L HOPKINSTHOMAS L HOPKINSTHOMAS L HOPKINS
Position of compensated person
Average hours per week working for org  40.0040.0040.00
Reportable compensation from org  $147,928.00$223,367.00$196,708.00
Breakdown of reportable comp
Base reportable compensation from org  $127,928.00$208,091.00$179,654.00
Bonus and incentive reportable compensation  $20,000.00$15,000.00$17,000.00
Other reportable compensation from org  $0.00$276.00$54.00
Retirement and other deferred compensation  $19,506.00$22,192.00$20,125.00
Nontaxable benefits from org  $1,079.00$2,556.00$2,352.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $20,585.00$24,748.00$22,477.00
Sum of all compensation from org  $168,513.00$248,115.00$219,185.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs   1.001.00
Joseph, Martella
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  MARTELLA A JOSEPHMARTELLA A JOSEPHMARTELLA A JOSEPH
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Kaplan, Robert
Title  DIRECTOR  
Name of key/compensated person  ROBERT M KAPLAN  
Position of compensated person
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Keck, Kyla
TitleDIRECTORDIRECTORPRESIDENT-ELECTSENIOR VICE PRESIDENTSECRETARY
Name of key/compensated personKYLA M KECKKYLA M KECKKYLA M KECKKYLA M KECKKYLA M KECK
Position of compensated person
Average hours per week working for org1.001.001.005.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Koumantaros, Yannis
Title  DIRECTOR  
Name of key/compensated person  YANNIS P KOUMANTAROS  
Position of compensated person
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Koumantarous, Yannis
Title   DIRECTOR 
Name of key/compensated person   YANNIS P KOUMANTAROUS 
Position of compensated person
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Levinrad, Norman
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  NORMAN LEVINRADNORMAN LEVINRADNORMAN LEVINRAD
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Levy, Barry
Title  IMMEDIATE PAST PRESIDENTPRESIDENTPRESIDENT-ELECT
Name of key/compensated person  BARRY MAX LEVYBARRY MAX LEVYBARRY MAX LEVY
Position of compensated person
Average hours per week working for org  1.0010.0010.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Lipkin, David
TitleDIRECTORDIRECTORPRESIDENTPRESIDENT-ELECTSENIOR VICE PRESIDENT
Name of key/compensated personDAVID M LIPKINDAVID M LIPKINDAVID M LIPKINDAVID M LIPKINDAVID M LIPKIN
Position of compensated person
Average hours per week working for org1.001.005.0010.005.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 1.001.001.001.00
Long, Robert
Title    TREASURER
Name of key/compensated person    ROBERT L LONG
Position of compensated person
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Miller, Judy
TitleEXECUTIVE DIRECTOR, ACOPAEXECUTIVE DIRECTOR, ACOPAEXECUTIVE DIRECTOR, ACOPAEXECUTIVE DIRECTOR ACOPAEX DIR ACOPA
Name of key/compensated personJUDY MILLERJUDY MILLERJUDY A MILLERJUDY A MILLERJUDY A MILLER
Position of compensated person
Highest compensated employees (>$100k)TrueTrueTrueTrueTrue
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$240,814.00$305,145.00$298,376.00$314,708.00$279,447.00
Breakdown of reportable comp
Base reportable compensation from org$191,564.00$277,688.00$273,376.00$288,916.00$258,655.00
Bonus and incentive reportable compensation$25,000.00$25,000.00$25,000.00$25,000.00$20,000.00
Other reportable compensation from org$24,250.00$2,457.00$0.00$792.00$792.00
Retirement and other deferred compensation$27,182.00$31,720.00$30,215.00$29,615.00$26,845.00
Nontaxable benefits from org$10,323.00$20,455.00$7,293.00$6,554.00$10,872.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$37,505.00$52,175.00$37,508.00$36,169.00$37,717.00
Sum of all compensation from org$278,319.00$357,320.00$335,884.00$350,877.00$317,164.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Moskwa, Laura
Title    DIRECTOR
Name of key/compensated person    LAURA S MOSKWA
Position of compensated person
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Nichols, Joseph
TitleDIRECTORDIRECTORSENIOR VICE PRESIDENTTREASUREREX-OFFICIO MEMBER
Name of key/compensated personJOSEPH A NICHOLSJOSEPH A NICHOLSJOSEPH A NICHOLSJOSEPH A NICHOLSJOSEPH A NICHOLS
Position of compensated person
Average hours per week working for org1.001.001.002.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Nolan, James
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  JAMES R NOLANJAMES R NOLANJAMES R NOLAN
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Paul, James
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  JAMES C PAULJAMES C PAULJAMES C PAUL
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Perry, Susan
Title  VICE PRESIDENTDIRECTORDIRECTOR
Name of key/compensated person  SUSAN H PERRYSUSAN H PERRYSUSAN H PERRY
Position of compensated person
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Phillips, John
Title  CHIEF OF MARKETING (THROUGH 07/14)CHIEF OF MARKETINGCHIEF OF MARKETING
Name of key/compensated person  JOHN M PHILLIPSJOHN M PHILLIPSJOHN M PHILLIPS
Position of compensated person
Highest compensated employees (>$100k)  TrueTrueTrue
Average hours per week working for org  40.0040.0040.00
Reportable compensation from org  $187,942.00$203,959.00$182,183.00
Breakdown of reportable comp
Base reportable compensation from org  $167,942.00$180,943.00$156,667.00
Bonus and incentive reportable compensation  $20,000.00$22,500.00$25,000.00
Other reportable compensation from org  $0.00$516.00$516.00
Retirement and other deferred compensation  $19,213.00$21,126.00$19,565.00
Nontaxable benefits from org  $4,320.00$13,102.00$20,232.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $23,533.00$34,228.00$39,797.00
Sum of all compensation from org  $211,475.00$238,187.00$221,980.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Piper, Kurt
TitleDIRECTOR    
Name of key/compensated personKURT F PIPER    
Position of compensated person
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Pozek, Adam
Title  VICE PRESIDENTSECRETARYVICE PRESIDENT
Name of key/compensated person  ADAM C POZEKADAM C POZEKADAM C POZEK
Position of compensated person
Average hours per week working for org  1.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Richer, Robert
Title TREASURER   
Name of key/compensated person ROBERT M RICHER   
Position of compensated person
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Average hours per week working for related orgs 0.00   
Richter, Robert
TitlePRESIDENT-ELECT  IMMEDIATE PAST PRESIDENTPRESIDENT
Name of key/compensated personROBERT M RICHTER  ROBERT M RICHTERROBERT M RICHTER
Position of compensated person
Average hours per week working for org1.00  1.0010.00
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Schutte, Kent
TitleDIRECTORDIRECTOR   
Name of key/compensated personKENT D SCHUTTEKENT D SCHUTTE   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs 0.00   
Smith, Karen
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personKAREN SMITHKAREN SMITHKAREN SMITHKAREN SMITHKAREN SMITH
Position of compensated person
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Smith, Sheldon
TitleDIRECTORDIRECTOR  EX-OFFICIO MEMBER
Name of key/compensated personSHELDON H SMITHSHELDON H SMITH  SHELDON H SMITH
Position of compensated person
Average hours per week working for org1.001.00  1.00
Reportable compensation from org$0.00$0.00  $0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00  $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00  $0.00
Average hours per week working for related orgs 0.00   
Supovitz, Marcy
TitlePRESIDENTPRESIDENT-ELECTVICE PRESIDENTVICE PRESIDENTDIRECTOR
Name of key/compensated personMARCY L SUPOVITZMARCY L SUPOVITZMARCY L SUPOVITZMARCY L SUPOVITZMARCY L SUPOVITZ
Position of compensated person
Average hours per week working for org5.001.001.002.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Szatkowski, Kim
Title    CHIEF OF PENSION EDUCATION
Name of key/compensated person    KIM L SZATKOWSKI
Position of compensated person
Highest compensated employees (>$100k)    True
Average hours per week working for org    40.00
Reportable compensation from org    $173,411.00
Breakdown of reportable comp
Base reportable compensation from org    $159,135.00
Bonus and incentive reportable compensation    $14,000.00
Other reportable compensation from org    $276.00
Retirement and other deferred compensation    $17,011.00
Nontaxable benefits from org    $15,612.00
Compensation from org previously reported as deferred    $0.00
Other comp, non-reportable, from org and related orgs    $32,623.00
Sum of all compensation from org    $206,034.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Ullman, Fred
Title DIRECTOR OF SALES   
Name of key/compensated person FRED ULLMAN   
Position of compensated person
Highest compensated employees (>$100k) True   
Average hours per week working for org 40.00   
Reportable compensation from org $173,223.00   
Breakdown of reportable comp
Base reportable compensation from org $72,803.00   
Bonus and incentive reportable compensation $100,393.00   
Other reportable compensation from org $27.00   
Retirement and other deferred compensation $11,376.00   
Nontaxable benefits from org $6,863.00   
Compensation from org previously reported as deferred $0.00   
Other comp, non-reportable, from org and related orgs $18,239.00   
Sum of all compensation from org $191,462.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Average hours per week working for related orgs 0.00   
Young, Lynn
Title DIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated person LYNN M YOUNGLYNN M YOUNGLYNN M YOUNGLYNN M YOUNG
Position of compensated person
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.00   
Young, Robert
TitleDIRECTORDIRECTOR   
Name of key/compensated personROBERT L YOUNGROBERT L YOUNG   
Position of compensated person
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs 0.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesSEE PART III, LINE 1.SEE PART III, LINE 1.SEE PART III, LINE 1.TO EDUCATE RETIREMENT PLAN AND BENEFITS PROFESSIONALS AND TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM.TO EDUCATE RETIREMENT PLAN AND BENEFITS PROFESSIONALS AND TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM.
Programs, including revenue & expenses
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.
Program descriptionCONFERENCES & 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.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.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.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.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.
Program descriptionEDUCATION AND EXAMINATIONS LEAD TO PROFESSIONAL CREDENTIALS AS WELL AS TOPICAL FIELDS OF STUDY AND MAY LEAD TO COLLEGE CREDITS.EDUCATION AND EXAMINATIONS LEAD TO PROFESSIONAL CREDENTIALS AS WELL AS TOPICAL FIELDS OF STUDY AND MAY LEAD TO COLLEGE CREDITS.EDUCATION AND EXAMINATIONS LEAD TO PROFESSIONAL CREDENTIALS AS WELL AS TOPICAL FIELDS OF STUDY AND MAY LEAD TO COLLEGE CREDITS.EDUCATION AND EXAMINATIONS LEAD TO PROFESSIONAL CREDENTIALS AS WELL AS TOPICAL FIELDS OF STUDY AND MAY LEAD TO COLLEGE CREDITS.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 6,500 + 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.
Program descriptionGOVERNMENT AFFAIRS ACTS AS AN ADVOCATE FOR ITS 6,500 + 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.GOVERNMENT AFFAIRS ACTS AS AN ADVOCATE FOR ITS 6,500 + MEMBERS WITH GOVERNMENT AGENCIES IN ORDER TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS A PART OF COHESIVE AND COHERENT NATIONAL RETIREMENT INCOME POLICY.GOVERNMENT AFFAIRS ACTS AS AN ADVOCATE FOR ITS 6,500 + MEMBERS WITH GOVERNMENT AGENCIES IN ORDER TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS A PART OF COHESIVE AND COHERENT NATIONAL RETIREMENT INCOME POLICY.GOVERNMENT AFFAIRS ACTS AS AN ADVOCATE FOR ITS 6,500 + MEMBERS WITH GOVERNMENT AGENCIES IN ORDER TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS A PART OF COHESIVE AND COHERENT NATIONAL RETIREMENT INCOME POLICY.GOVERNMENT AFFAIRS ACTS AS AN ADVOCATE FOR ITS 6,500 + MEMBERS WITH GOVERNMENT AGENCIES IN ORDER TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS A PART OF COHESIVE AND COHERENT NATIONAL RETIREMENT INCOME POLICY.
Financial data
Revenue
Total revenue$18,135,417.00$17,444,162.00$16,149,484.00$15,258,616.00$14,029,241.00
Revenue from contributions (total) $0.00$0.00$0.00$0.00
Investment income, current yr$159,373.00$244,739.00$145,273.00$140,850.00$162,577.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$1,127,209.00$1,258,450.00$504,521.00$675,322.00$373,764.00
Other revenue, current yr$23,771.00$194,401.00$113,448.00$967,779.00$602,849.00
Net unrelated business taxable revenue$0.00$0.00-$87,811.00-$7,259.00$0.00
Program service revenue (total)$17,952,273.00$17,005,022.00$15,890,763.00$14,149,987.00$13,263,815.00
Gross receipts$18,137,517.00$17,657,671.00$16,644,715.00$15,623,516.00$14,239,911.00
Other types of revenue
Royalties (total) $22,084.00   
Miscellaneous revenue (total)$23,771.00$172,317.00$113,448.00$967,779.00$602,849.00
Income from dividends, interest, and similar investments$161,473.00$208,248.00$140,504.00$155,750.00$162,577.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$17,124,011.00$16,799,395.00$17,578,718.00$15,742,832.00$15,288,665.00
Fees for services
Lobbying fees (total)$745,614.00$811,406.00 $462,000.00$378,355.00
Legal fees (total)$72,957.00$112,049.00$626,256.00$248,923.00$176,589.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$16,153,850.00$12,148,645.00$11,453,354.00$10,270,441.00$9,183,353.00
Total assets, beginning of year$12,148,645.00$11,453,354.00$10,270,441.00$9,183,353.00$8,567,810.00
Total liabilities$11,820,084.00$9,352,995.00$9,245,481.00$7,061,779.00$6,220,314.00
Total liabilities, beginning of year$9,352,995.00$9,245,481.00$7,061,779.00$6,220,314.00$4,857,929.00
Unrestricted net assets, end of yr$4,333,766.00$2,795,650.00$2,207,873.00$3,208,662.00$2,963,039.00
Net assets$4,333,766.00$2,795,650.00$2,207,873.00$3,208,662.00$2,963,039.00
Net assets, beginning of year$2,795,650.00$2,207,873.00$3,208,662.00$2,963,039.00$3,709,881.00
Other liabilities$1,631,739.00$1,521,675.00$938,573.00$483,362.00$245,395.00
Intangible assets$254,736.00$2,100.00$55,742.00$2,300.00$2,400.00
Other assets$1,230,159.00$1,146,841.00$740,296.00$206,812.00$20,136.00
Investments: other securities  $4,354.00$28,409.00$40,699.00
Investments: publicly traded securities$7,259,564.00$6,628,789.00$6,918,265.00$6,844,547.00$6,176,194.00
Cash: non-interest bearing$3,079,158.00$1,275,628.00$1,620,233.00$758,446.00$900,296.00
Cash: non-interest bearing, beginning of year$1,275,628.00$1,620,233.00$758,446.00$900,296.00$1,615,553.00
Investments -- program-related $149,828.00   
Inventories for sale or use$29,781.00$18,378.00$40,609.00$4,798.00$24,731.00
Other financial variables
Revenue less expenses$1,011,406.00$644,767.00-$1,429,234.00-$484,216.00-$1,259,424.00
Advertising (total)$72,743.00$147,219.00$233,462.00$178,394.00$60,355.00
Accounts receivable, net$2,462,562.00$1,036,244.00$148,737.00$203,551.00$202,648.00
Prepaid expenses & deferred charges$821,023.00$528,603.00$399,826.00$566,157.00$704,385.00
Accounts payable & accrued expenses$2,095,273.00$1,718,927.00$2,822,739.00$1,860,750.00$2,509,997.00
Deferred revenue$7,499,882.00$4,285,744.00$3,421,020.00$3,877,522.00$2,964,922.00
Unsecured notes & loans to unrelated parties   $840,145.00 
Secured mortgages and notes payable$593,190.00$1,826,649.00$2,063,149.00$0.00$500,000.00
Total net assets or fund balances$4,333,766.00$2,795,650.00$2,207,873.00$3,208,662.00$2,963,039.00
Depreciation, depletion, amortization$433,387.00$467,942.00$461,379.00$349,442.00$173,125.00
Governance and accountability
Number of voting members1716202123
Number of independent voting members1716202123
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrue  
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Has local chaptersTrueTrueTrueTrueTrue
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Org has controlled entityTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-01-052017-02-222016-01-222014-12-112014-01-15
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201703149349302420201603159349303005201523209349301452201443179349301324201303059349301085
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