Casualty Actuarial Society Trust
Nonprofit profile at a glance
- EIN
- 132967185
- IRS 990-EZ coverage
- 2010–2024
- Official website data refreshed
- Aug 2026
- Forms available
- Form 990-EZ 2024
- Location
- Arlington, VA, USA
- Phone
- 7032763100
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $52,982
- Expenses
- $27,500
- Assets
- $272,749
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- VICTOR CARTER-BEY (CHIEF EXECUTIVE OFFICER)
People named in this filing
- RICHARD MONCHER (TRUSTEE)
- ANTHONY BUSTILLO (TRUSTEE)
- VICTOR CARTER-BEY (CHIEF EXECUTIVE OFFICER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The CAS Trust supports the educational and research mission of the Casualty Actuarial Society, advancing actuarial science and promoting equitable access to the profession.
What it reported doing in 2024
Scholarships are awarded on the basis of individual merit. The cas trust scholarship program will award scholarships in the amount of $5,000 and $2,500 to deserving students annually. The scholarship's intent is to further students' interest in the property/casualty profession and encourage pursuit of the cas designation. Preference will be given to applicants who have not yet won the cas trust scholarship.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 70
- Transparency & Controls: 100
- Sustainability: 84
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 51.9%; rating input score 52
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 48.1%; rating input score 90; 90th percentile among comparable filings
- Total-asset coverage ratio: 9.92; rating input score 92; 92nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 6.3% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 4.6% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: -2.1% per year; rating input score 0; 31st percentile among comparable filings
Details
- What they do: Mission, programs, and operating context captured from the official website.
- Where the money goes: 51.9% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $28K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 52/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.