American Society of Pension logo

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 · View filing

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

About American Society of Pension

Based on IRS filings

American Society of Pension is a nonprofit organization, based in ARLINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $36.6M in total assets. In 2024, it awarded 4 grants totaling $35K. Net investment income was $1.2M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AlexandriaArlingtonBooneColumbusLouisvilleNashvilleOrlandoPortlandSchaumburgWashington

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

Among its reported 2024 grants, the largest include Congressional Coalition on Adoption Institute ($10,000), Wo Smithnashville Community Music School ($10,000), Employee Benefit Research Institute ($8,500).

RecipientPurposeAmount
ACTUARIAL FOUNDATION SCHAUMBURG, ILPROGRAM SUPPORT$6,000
CONGRESSIONAL COALITION ON ADOPTION INSTITUTE WASHINGTON, DCPROGRAM SUPPORT$10,000
WO SMITHNASHVILLE COMMUNITY MUSIC SCHOOL NASHVILLE, TNPROGRAM SUPPORT$10,000
EMPLOYEE BENEFIT RESEARCH INSTITUTE WASHINGTON, DCPROGRAM SUPPORT$8,500

Leadership & 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

Frequently Asked Questions

How large is American Society of Pension?

As of 2024, American Society of Pension holds $36.6M in total assets with $29.1M in annual revenue. It awarded 4 grants totaling $35K in 2024.

Where does American Society of Pension operate?

American Society of Pension has awarded grants in District of Columbia, Florida, Illinois, Kentucky, North Carolina, Ohio, Oregon, Tennessee, Virginia.

What size grants does American Society of Pension award?

In 2024, American Society of Pension awarded 4 grants totaling $35K — an average of about $9K per grant, based on its IRS Form 990 filings.

What is American Society of Pension's EIN?

American Society of Pension's EIN (Employer Identification Number) is 75-1247887. IRS Form 990 filing data is available on this page for 2020–2024.

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

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