THROUGH EDUCATION AND RESEARCH, THE SOA ADVANCES ACTUARIES AS LEADERS IN MEASURING AND MANAGING RISK TO IMPROVE FINANCIAL OUTCOMES FOR INDIVIDUALS, ORGANIZATIONS, AND THE PUBLIC.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$88.9M
+25.5% YoY
Annual Giving
$769K
+25.2% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$154K
+50.3% YoY
About Society of Actuaries
Based on IRS filings
Society of Actuaries is a nonprofit organization focused on Community Improvement & Capacity Building, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $88.9M in total assets. In 2024, it awarded 5 grants totaling $769K. Net investment income was $1.9M.
Focus Areas
Ready to take the next step with Society of Actuaries?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $88,936,484 | $70,872,534 | $55,669,599 |
| Revenue | $68,295,697 | $61,896,814 | $57,871,223 |
| Expenses | $57,784,872 | $55,635,363 | $48,085,443 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,949,724 | $-218,642 | $-720,630 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID DILLON | PRESIDENT-ELECT | 1 | — |
| AMANDA HUG | PRESIDENT | 1 | — |
| JOHN ROBINSON | PRESIDENT | 1 | — |
| TIM ROZAR | PAST PRESIDENT | 1 | — |
| YING ZHAO | SECRETARY/TREASURER | 1 | — |
| KAREN ANWAY | BOARD MEMBER | 1 | — |
| DAVID BOETTCHER | BOARD MEMBER | 1 | — |
| KAREN BURNETT | BOARD MEMBER | 1 | — |
| SHERRY CHAN | BOARD MEMBER | 1 | — |
| GABRIELA DIEGUEZ | BOARD MEMBER | 1 | — |
| IAN DUNCAN | BOARD MEMBER | 1 | — |
| SARA GOLDBERG | BOARD MEMBER | 1 | — |
| DAVID INGRAM | BOARD MEMBER | 1 | — |
| LISA KUKLINSKI | BOARD MEMBER | 1 | — |
| JACKIE LEE | BOARD MEMBER | 1 | — |
| MELODY PRANGLEY | BOARD MEMBER | 1 | — |
| DANIEL PRIBE | BOARD MEMBER | 1 | — |
| KELLY RABIN | BOARD MEMBER | 1 | — |
| MARY BETH RAMSAY | BOARD MEMBER | 1 | — |
| HANS WAGNER | BOARD MEMBER | 1 | — |
| JON WU | BOARD MEMBER | 1 | — |
| SI XIE | BOARD MEMBER | 1 | — |
| MERCY YAN | BOARD MEMBER | 1 | — |
| GREG HEIDRICH | CEO | 36 | — |
| ROSE B FEALY | COO/CFO | 36 | — |
| R DALE HALL | MANAGING DIRECTOR RESEARCH | 36 | — |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION | 36 | — |
| COURTNEY NASHAN | MANAGING DIRECTOR ENGAGEMENT | 36 | — |
| JOSEPH WURZBURGER | MANAGING DIRECTOR,STRATEGY | 36 | — |
| VICKI BAUE | GENERAL COUNSEL | 36 | — |
| CARLA CARRY | MANAGING DIRECTOR, MARKETING | 36 | — |
| ANDREW PETERSON | MANAGING DIRECTOR INTERNATIONAL | 36 | — |
| ALICE LOCATELLI | MANAGING DIRECTOR OF EXPERIENCE | 36 | — |
| MONIKA MCGUIRE | GENERAL COUNSEL | 36 | — |
| STUART KLUGMAN | SR. STAFF FELLOW | 36 | — |
| EMILY KESSLER | SR. STAFF FELLOW | 36 | — |
| TIFFANY STAMM | SR. DIRECTOR, FINANCE & FACILITIES | 36 | — |
| TIMOTHY MOBERLY | SENIOR DIRECTOR, ITS | 36 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Green and Blue Foundation
CHICAGO, IL
Assets
—
Grants
3
Total Given
$51K
Above and Beyond Daycare Center
FAIRVIEW HEIGHTS, IL
Assets
—
Grants
0
Total Given
—
Primo Center for Women & Children
CHICAGO, IL
Assets
$9.7M
Grants
1
Total Given
$35K
Rose Lafferty Educational Fund Xxxxx9006
CHICAGO, IL
Assets
$3.4M
Grants
1
Total Given
$228K
The John Crerar Foundation
CHICAGO, IL
Assets
$991K
Grants
1
Total Given
$35K
Fostering Success
WAYNE, IL
Assets
$38K
Grants
1
Total Given
$2K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Society of Actuaries on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities