2026-05-06T15:11:38-05:00 2025-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2025-01-01 751247887 AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES AMER 7035169300 4401 N FAIRFAX DRIVE 600 ARLINGTON VA 22203 BRIAN H GRAFF CEO 7035169300 2026-05-06 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2025 2025-03-06 01:10:19Z AMERICAN RETIREMENT ASSOCIATION BRIAN H GRAFF 4401 N FAIRFAX DRIVE 600 ARLINGTON VA 22203 33046030 0 X WWW.USARETIREMENT.ORG X 1966 TX SEE PART III, LINE 1. 18 18 93 150 1958170 474054 351984 884403 27457383 29909564 1192500 863221 66828 153417 29068695 31810605 47853 80473 0 0 15211478 17277559 0 0 0 12468935 12658175 27728266 30016207 1340429 1794398 36599402 40468951 18977884 19765842 17621518 20703109 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. 0 0 CONFERENCES AND EVENTS ARE HELD THROUGHOUT THE YEAR TO PROVIDE CONTINUING EDUCATION AND NETWORKING OPPORTUNITIES AMONG RETIREMENT PLAN PROFESSIONALS IN GOVERNMENT AND INDUSTRY. IT IS ESTIMATED THAT THESE PROGRAMS SERVE APPROXIMATELY 6,000 MEMBERS OF THE INDUSTRY. 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 35,000+ MEMBERS WITH GOVERNMENT AGENCIES IN ORDER TO PRESERVE AND ENHANCE THE PRIVATE PENSION SYSTEM AS A PART OF A COHESIVE AND COHERENT NATIONAL RETIREMENT INCOME POLICY. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 61 0 1 93 1 1 1 0 0 0 1 1 0 1 0 X 18 18 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 0 1 1 X BRIAN SHORT 7035169300 4401 N FAIRFAX DRIVE 600 ARLINGTON VA 22203 MARJORIE MANN PRESIDENT 1.00 1.00 X X 0 0 0 SAMUEL BRANDWEIN PRESIDENT-ELECT 1.00 0.00 X X 0 0 0 LYNN YOUNG TREASURER 5.00 1.00 X X 0 0 0 PATRICIA WENZEL SECRETARY 1.00 0.00 X X 0 0 0 JEFFREY A ACHESON IMMEDIATE PAST PRESIDENT 1.00 0.00 X X 0 0 0 JJ MCKINNEY SENATORIAL MEMBER: ASPPA 1.00 0.00 X 0 0 0 SHANNON EDWARDS SENATORIAL MEMBER: ASPPA 1.00 0.00 X 0 0 0 KEITH GREDYS SENATORIAL MEMBER: NAPA 1.00 0.00 X 0 0 0 LISA DRAKE SENATORIAL MEMBER: NAPA 1.00 0.00 X 0 0 0 DAVID KUPSTAS SENATORIAL MEMBER: ASEA 1.00 0.00 X 0 0 0 CHARLES BROWN SENATORIAL MEMBER: ASEA 1.00 0.00 X 0 0 0 BRENT NEESE SENATORIAL MEMBER: NTSA 1.00 0.00 X 0 0 0 MARK HEISLER SENATORIAL MEMBER: NTSA 1.00 0.00 X 0 0 0 DIANE GARWOOD SENATORIAL MEMBER: PSCA 1.00 0.00 X 0 0 0 BRANDON DIERSCH SENATORIAL MEMBER: PSCA 1.00 0.00 X 0 0 0 PAUL D'AIUTOLO AT-LARGE MEMBER 1.00 0.00 X 0 0 0 FRANK PORTER AT-LARGE MEMBER 1.00 0.00 X 0 0 0 JANIA STOUT AT-LARGE MEMBER 1.00 0.00 X 0 0 0 BRIAN H GRAFF CEO 50.00 1.00 X 1374908 0 106424 BRIAN P SHORT CFO 40.00 0.00 X 363332 0 50129 VICTORIA BACKER COO 40.00 0.00 X 361555 0 64343 ALLISON WIELOBOB GENERAL COUNSEL 40.00 0.00 X 518358 0 54716 WILLIAM HANSEN CHIEF GOVERNMENT AFFAIRS OFFICER 40.00 0.00 X 476218 0 54152 THOMAS CONNOLLY CHIEF SALES OFFICER 40.00 0.00 X 349002 0 39522 KELSEY MAYO CHIEF OF RETIREMENT POLICY 40.00 0.00 X 330824 0 21327 MATT SCANLON CHIEF MARKETING OFFICER 40.00 0.00 X 303098 0 44310 4077295 0 434923 49 0 1 0 BOWTIE HOSPITALITY 2777 S LAS VEGAS BLVD LAS VEGAS NV 89109 HOSPITALITY 1617447 FONTEVA LLC 3033 WILSON BLVD SUITE 700 ARLINGTON VA 22201 SOFTWARE AND CONSULTING 999843 ADAGE TECHNOLOGIES INC 10 S RIVERSIDE PLAZA CHICAGO IL 60606 SOFTWARE AND CONSULTING 905003 MANCHESTER GRAND HYATT ONE MARKET PLACE SAN DIEGO CA 92101 HOSPITALITY 742029 LIV NIGHT CLUB 2777 S LAS VEGAS BLVD LAS VEGAS NV 89109 HOSPITALITY 363653 30 884403 884403 CONFERENCES 900099 11107550 11107550 MEMBERSHIP 900099 9240671 9240671 RETIREMENT PLAN ACADEMY 900099 7188138 7188138 PUBLICATIONS 900099 2185310 227140 1958170 ADVOCACY SPONSORSHIP 900099 114500 114500 73395 73395 29909564 827102 827102 10022 10022 1271544 1235425 36119 36119 36119 MISCELLANEOUS 900099 128520 128520 SIGNATURE AWARDS 900099 14875 14875 143395 31810605 27951394 1958170 1016638 80473 2320690 11339309 1419446 1367540 830574 145310 78281 1069980 30000 877880 76427 459080 954576 800 700836 1003745 5271729 21644 893682 142377 CREDIT CARD FEES 424498 HONORARIA 166930 DUES & SUBSCRIPTIONS 157151 TAXES 138751 44498 30016207 7670051 7979815 997478 767416 7521795 8474480 9796 10295 825254 1279998 9254890 5892183 3657968 3362707 9958102 10907641 5743 1690766 3741293 4268192 3939563 36599402 40468951 2820260 3174947 10312227 11644037 569352 322760 5276045 4624098 18977884 19765842 X 17621518 20703109 17621518 20703109 36599402 40468951 X 1794398 1110240 176953 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 9240671 1532001 238905 1770906 1663321 107585 2266616 1888546 378070 6988274 4003637 2984637 3362707 SECURITY DEPOSITS 73197 DEFERRED COMPENSATION ASSET 855039 RIGHT OF USE LEASED ASSET 2952574 ACCRUED PENSION 58753 3939563 OPERATING LEASE LIABILITY 3702817 DEFERRED COMPENSATION LIABILITY 855039 FINANCE LEASE PAYABLE 66242 4624098 32894788 1110240 3943 1114183 31780605 30000 30000 31810605 29990150 3943 3943 29986207 30000 30000 30016207 PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM ASPPA FOUNDATION, A RELATED ORGANIZATION, REPORTED AS 3,943. REVENUE ON THE CONSOLIDATED FINANCIAL STATEMENTS AND ELIMINATED FOR FORM 990 REPORTING. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM ASPPA FOUNDATION, A RELATED ORGANIZATION, REPORTED AS 3,943. EXPENSE ON THE CONSOLIDATED FINANCIAL STATEMENTS AND ELIMINATED FOR FORM 990 REPORTING. 1 ANDSON INC 5520 STEPHANIE STREET STE 200 LAS VEGAS NV 89122 271311418 501(C)(3) 10000 0 PROGRAM SUPPORT CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 200 MASSACHUSETTS AVE NW 700 WASHINGTON DC 20001 542035617 501(C)(3) 10000 0 PROGRAM SUPPORT GEORGETOWN UNIVERSITY SPONSORED PROJECTS FINANCIAL OPERATIONS PO BOX 825738 PHILADELPHIA PA 19182 530196603 501(C)(3) 15000 0 PROGRAM SUPPORT EMPLOYEE BENEFIT RESEARCH INSTITUTE 1100 13TH STREET NW SUITE 878 WASHINGTON DC 20005 521134631 501(C)(6) 38030 0 PROGRAM SUPPORT 3 1 PART I, LINE 2: GRANTEES PROVIDE A DETAILED LIST OF THE AMOUNTS SPENT, WHICH IS VERIFIED AGAINST THE ORIGINAL PROPOSAL. X X X 1 1 X X X 0 0 0 BRIAN H GRAFF CEO 1066659 0 208000 0 100249 0 41756 0 64668 0 1481332 0 0 0 ALLISON WIELOBOB GENERAL COUNSEL 485001 0 32500 0 857 0 41756 0 12960 0 573074 0 0 0 WILLIAM HANSEN CHIEF GOVERNMENT AFFAIRS OFFICER 440361 0 35000 0 857 0 41756 0 12396 0 530370 0 0 0 VICTORIA BACKER COO 326478 0 35000 0 77 0 41410 0 22933 0 425898 0 0 0 BRIAN P SHORT CFO 333255 0 30000 0 77 0 37733 0 12396 0 413461 0 0 0 THOMAS CONNOLLY CHIEF SALES OFFICER 283896 0 63744 0 1362 0 39522 0 0 0 388524 0 0 0 KELSEY MAYO CHIEF OF RETIREMENT POLICY 330157 0 0 0 667 0 12030 0 9297 0 352151 0 0 0 MATT SCANLON CHIEF MARKETING OFFICER 272241 0 30000 0 857 0 31914 0 12396 0 347408 0 0 0 PART I, LINE 1A THERE IS A TAX GROSS UP FOR DISABILITY AND LIFE INSURANCE. MONTHLY CLUB DUES ARE PAID ALONG WITH RELEVANT T&E CHARGES. THE CLUB IS PRIMARILY FOR BUSINESS ENTERTAINMENT. THE CEO IS AUTHORIZED FOR FIRST-CLASS TRAVEL. BRIAN GRAFF CEO FUND SPLIT DOLLAR LIFE INSURANCE POLICY X 7521795 8474480 0 1 1 8474480 FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN RETIREMENT ASSOCIATION IS THE PREMIER EDUCATOR AND POLICY ADVOCATE FOR OVER 35,000 CAREER PROFESSIONALS ACTIVELY ENGAGED IN THE RETIREMENT PLAN INDUSTRY. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINEES FOR THE GOVERNING BOARD ARE SELECTED BY THE NOMINATING COMMITTEE AND MEMBERS APPROVE (OR NOT) BY MAJORITY VOTE AT THE ANNUAL BUSINESS MEETING. FORM 990, PART VI, SECTION A, LINE 7B A MAJORITY OF THE CREDENTIALED MEMBERS MUST VOTE AFFIRMATIVELY FOR A CHANGE TO TAKE EFFECT WHEN THERE IS A CHANGE TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE FORM 990 WAS THEN SHARED WITH VARIOUS OFFICERS OF THE BOARD (THE PRESIDENT, PRESIDENT-ELECT, AND TREASURER) PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED BY THIS POLICY ANNUALLY DISCLOSE OR UPDATE TO THE PRESIDENT ON A FORM PROVIDED BY THE ORGANIZATION THEIR INTERESTS THAT GIVES RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE PRESIDENT, HE OR SHE DETERMINES WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. THE ORGANIZATION'S CHIEF EMPLOYED EXECUTIVE AND CHIEF EMPLOYED FINANCE EXECUTIVE MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE PRESIDENT IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD APPOINTS OFFICERS (USUALLY PRESIDENT AND PRESIDENT ELECT) TO NEGOTIATE COMPENSATION FOR THE CEO. ALL OTHER COMPENSATION IS DETERMINED BY THE MANAGEMENT COUNCIL, WHICH CONSISTS OF THE PRESIDENT, PRESIDENT ELECT AND EXECUTIVE DIRECTOR. COMPARABLE DATA IS USED AND DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE DOCUMENTED AS WELL. THE LAST COMPENSATION REVIEW TOOK PLACE IN OCTOBER 2025. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: MINIMUM DEFINED PENSION LIABILITY ADJUSTMENT 176,953. ASPPA PRACTICES LLC 4401 N FAIRFAX DRIVE STE 600 ARLINGTON VA 22203 260778592 LICENSING TMS DE 0 0 AMERICAN RETIREMENT ASSOCIATION ASPPA PENSION EDUCATION AND RESEARCH FOUNDATION INC 4401 N FAIRFAX DRIVE STE 600 ARLINGTON VA 22203 521093826 TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS OF ACTUARIAL SCIENCE VA 501(C)(3) LINE 12A, I AMERICAN RETIREMENT ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 ASPPA PENSION EDUCATION AND RESEARCH FOUNDATION INC B 3943 ACTUAL AMOUNT ASPPA PENSION EDUCATION AND RESEARCH FOUNDATION INC N 0 ACTUAL AMOUNT