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
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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
Among its reported 2024 grants, the largest include Society of Actuaries Research Institute ($417,436), The Actuarial Foundation ($320,000), Morgan State University Foundation ($17,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SOCIETY OF ACTUARIES RESEARCH INSTITUTE SCHAUMBURG, IL | RESEARCH GRANT & GENERAL SUPPORT | $417,436 |
| MORGAN STATE UNIVERSITY FOUNDATION BALTIMORE, MD | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $17,000 |
| UNIVERSITY OF TEXAS EL PASO EL PASO, TX | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $7,000 |
| HOWARD UNIVERSITY WASHINGTON, DC | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $8,000 |
| THE ACTUARIAL FOUNDATION SCHAUMBURG, IL | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $320,000 |
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
Frequently Asked Questions
What is Society of Actuaries?
Society of Actuaries is a nonprofit organization focused on Community Improvement & Capacity Building, based in CHICAGO, IL. It holds $88.9M in total assets as of 2024.
How large is Society of Actuaries?
As of 2024, Society of Actuaries holds $88.9M in total assets with $68.3M in annual revenue. It awarded 5 grants totaling $769K in 2024.
Where does Society of Actuaries operate?
Society of Actuaries has awarded grants in Connecticut, District of Columbia, Illinois, Maryland, Michigan, Texas, Virginia.
What size grants does Society of Actuaries award?
In 2024, Society of Actuaries awarded 5 grants totaling $769K — an average of about $154K per grant, based on its IRS Form 990 filings.
What is Society of Actuaries's EIN?
Society of Actuaries's EIN (Employer Identification Number) is 83-4526499. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Society of Actuaries's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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