American Society of Pension

ARLINGTON, VA EIN: 75-1247887 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$36.6M

+4.2% YoY

Annual Giving

$35K

-27.4% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$9K

-27.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8M$16M$24M$32M20202021202220232024
Metric202420232022
Total Assets$36,599,402$35,139,535$34,152,164
Revenue$29,068,695$26,553,588$23,842,246
Expenses$27,728,266$25,526,835$23,001,173
Qualifying Distributions
Net Investment Income$1,192,500$1,064,141$224,583
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$57K$86K$115K6 grants20205 grants20218 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

CONGRESSIONAL COALITION …$10KWO SMITHNASHVILLE COMMUN…$10KEMPLOYEE BENEFIT RESEARC…$9KACTUARIAL FOUNDATION$6K

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does American Society of Pension fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BRIAN H GRAFFCEO$1.3MALLISON WIELOBOBGENERAL COUNSEL$499KWILLIAM HANSENCHIEF GOVERNMENT AFFAIRS OFF…$458KCHRISTOPHER DEGRASSICHIEF OF RETIREMENT ED (UNTI…$391KVICTORIA BACKERCOO$345KTHOMAS CONNOLLYCHIEF SALES OFFICER$336KBRIAN P SHORTCFO$306KJOHN SULLIVANCHIEF CONTENT OFFICER$283KJJ MCKINNEY SEE SCH OSENATORIAL MEMBER: ASPPA$800

From 2024 filing

NameTitleHoursCompensation
JJ MCKINNEY SEE SCH OSENATORIAL MEMBER: ASPPA1$800
JEFFERY A ACHESONPRESIDENT5
MARJORIE MANNPRESIDENT-ELECT1
SAMUEL BRANDWEINTREASURER1
LYNN YOUNGSECRETARY1
MIRIAM G MATRANGOLAIMMEDIATE PAST PRESIDENT1
AMANDA IVERSONSENATORIAL MEMBER: ASPPA1
KEITH GREDYSSENATORIAL MEMBER: NAPA1
RENEE SCHERZERSENATORIAL MEMBER: NAPA1
ANGIE VADNAISSENATORIAL MEMBER: ASEA1
CHARLES BROWNSENATORIAL MEMBER: ASEA1
BRENT NEESESENATORIAL MEMBER: NTSA1
TONI WHALEYSENATORIAL MEMBER: NTSA1
DIANE GARWOODSENATORIAL MEMBER: PSCA1
BRANDON DIERSCHSENATORIAL MEMBER: PSCA1
PAUL D'AIUTOLOAT-LARGE MEMBER1
PATRICIA WENZELAT-LARGE MEMBER1
FRANK PORTERAT-LARGE MEMBER1
BRIAN H GRAFFCEO50$1,324,390
BRIAN P SHORTCFO40$305,928
VICTORIA BACKERCOO40$344,580
ALLISON WIELOBOBGENERAL COUNSEL40$499,205
WILLIAM HANSENCHIEF GOVERNMENT AFFAIRS OFFICER40$457,980
CHRISTOPHER DEGRASSICHIEF OF RETIREMENT ED (UNTIL 10/24)40$390,734
THOMAS CONNOLLYCHIEF SALES OFFICER40$336,152
JOHN SULLIVANCHIEF CONTENT OFFICER40$283,487

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

9states
+1 more states

Cities

AlexandriaArlingtonBooneColumbusLouisvilleNashvilleOrlandoPortlandSchaumburgWashington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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