Society of Actuaries Research Institute
The Society of Actuaries Research Institute is a 501(c)(3) nonprofit organization based in Chicago, Illinois, serving as the research arm of the Society of Actuaries. Founded in 1948, the organization operates with 194 employees and functions as a subordinate organization under the Society of Actuaries. The Institute conducts objective, data-driven research to address societal challenges and business needs through the lens of actuarial science.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$41.4M
-0.9% YoY
Annual Giving
$1.0M
-37.3% YoY
Grant Count
28
-20.0% YoY
Avg Grant Size
$37K
-21.6% YoY
Mission & Focus Areas
The Society of Actuaries Research Institute's mission is to provide objective, data-driven research that brings together tried and true practices and future-focused approaches to address societal challenges and business needs. The Institute serves an important public and societal service by contributing valuable knowledge in various areas of actuarial science.
Primary research focus areas include:
- Aging and retirement
- Actuarial innovation and technology
- Mortality and longevity
- Diversity, equity, and inclusion
- Health care cost trends
- Catastrophe and climate
Grantmaking
The Institute administers research grant opportunities and competitions. Recent grantmaking activity includes:
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Geographic Focus
Where this funder awards grants
While the Institute is based in Chicago, Illinois, its research and grantmaking activities have national scope, with documented funding activity in Illinois, Texas, and Maryland.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $41,743,339
- Total Revenues: $1,409,837
- Total Expenses: $8,464,023
- Total Liabilities: $2,810,000
- Staff: 194 employees
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $41,388,060 | $41,743,339 | $47,336,513 |
| Revenue | $3,542,693 | $1,409,837 | $-117,528 |
| Expenses | $7,122,191 | $8,464,023 | $8,244,591 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,048,539 | $-58,931 | $-508,686 |
| 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 10 recipients in 2024
Grant Size Distribution
156 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 | $761,837 |
| ROSE B FEALY | COO/CFO | 36 | $495,957 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH | 36 | $427,609 |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION | 36 | $434,227 |
| COURTNEY NASHAN | MANAGING DIRECTOR ENGAGEMENT | 36 | $363,268 |
| JOSEPH WURZBURGER | MANAGING DIRECTOR,STRATEGY | 36 | $358,324 |
| VICKI BAUE | GENERAL COUNSEL | 36 | $383,693 |
| CARLA CARRY | MANAGING DIRECTOR, MARKETING | 36 | $332,417 |
| ANDREW PETERSON | MANAGING DIRECTOR INTERNATIONAL | 36 | $302,041 |
| ALICE LOCATELLI | MANAGING DIRECTOR OF EXPERIENCE | 36 | $296,196 |
| MONIKA MCGUIRE | GENERAL COUNSEL | 36 | $289,849 |
| STUART KLUGMAN | SR. STAFF FELLOW | 36 | $301,323 |
| EMILY KESSLER | SR. STAFF FELLOW | 36 | $291,127 |
| TIFFANY STAMM | SR. DIRECTOR, FINANCE & FACILITIES | 36 | $264,185 |
| TIMOTHY MOBERLY | SENIOR DIRECTOR, ITS | 36 | $246,700 |
Recent News & Activity
Recent developments and announcements
The Society of Actuaries Research Institute has demonstrated active engagement in contemporary research priorities:
Research Grants - SOAReceived a National Science Foundation grant to implement wildfire research applications
Research Grants - SOAAnnounced the 2026 Health Care Cost Trends Request for Proposals
Health Care Cost Trends Request for Proposals - SOAPartnered with the Casualty Actuarial Society to announce the 2026 Individual Grants Competition
CAS and SOA Announce 2026 Individual Grants Competition | Casualty ActuarialMaintains an active research grants program with multiple funding opportunities
Research Grants - SOARelated Funders
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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