Program areas at SOA
Soa ri serves an important public and societal service by providing a valuable contribution to the body of knowledge in the various areas of actuarial science. This includes (but is not limited to) leading-edge Research on aging and retirement, actuarial innovation and technology, mortality and longevity, diversity, equity and inclusion, health care cost trends, and catastrophe and climate. Soa ri also is the leading provider of experience studies, which are widely used by Actuaries to develop financially secure insurance systems. Many outputs of soa ri Research are also referenced by policymakers for valuable background and insight as they develop legislation to meet public needs in relevant areas.
Who funds Society of Actuaries Research Institute (SOA)
Grants from foundations and other nonprofits
| Grantmaker | Grantmaker tax period | Description | Amount |
|---|
| Society of Actuaries | 2022-12 | Research Grant & General Support | $288,975 |
Personnel at SOA
| Name | Title | Compensation | Date of data |
|---|
| Gregory Heidrich | Chief Executive Officer | $719,591 | 2022-11-15 |
| Stacy Lin | Deputy Chief Executive Officer and Chief Financial Officer / Deputy Executive Director and Chief Financial Officer / Deputy Ed and Chief Financial Officer | $420,990 | 2021-12-31 |
| Patrick Gould | Managing Director , Marketing / Managing Director of Marketing and Communications / MD of Marketing and Communications | $253,291 | 2020-12-31 |
| Anna Clarke | Senior Director , Marketing | $245,093 | 2021-12-31 |
| Timothy Moberly | Senior Director , Its / Senior Director of Information Technology | $246,894 | 2021-12-31 |
| ...and 28 more key personnel |
Financials for SOA
| Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
|---|
| Total grants, contributions, etc. | $387,508 | $410,785 | -5.7% |
| Program services | $3,650 | $0 | 999% |
| Investment income and dividends | $1,268,204 | $1,642,898 | -22.8% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $-1,776,890 | $1,202,798 | -247.7% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $-117,528 | $3,256,481 | -103.6% |
Data update history
July 29, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 17, 2023
Posted financials
Added Form 990 for fiscal year 2020
July 9, 2023
Used new vendors
Identified 3 new vendors, including , , and
July 6, 2023
Updated personnel
Identified 6 new personnel
June 4, 2023
Updated personnel
Identified 6 new personnel
Nonprofit Types
Mutual assistance organizationsProfessional associationsBusiness and community development organizationsChapter / child organizationsCharities
Issues
Community improvementBusiness and industry
Characteristics
Operates internationallyCommunity engagement / volunteeringTax deductible donations
General information
- Address
- 475 N Martingale Rd 600
- Schaumburg, IL 60173
- Metro area
- Chicago-Naperville-Elgin, IL-IN-WI
- Website URL
- soa.org/
- Phone
- (847) 706-3500
- Facebook page
- SocietyofActuaries
- Twitter profile
- @soactuaries
IRS details
- EIN
- 36-2136422
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 1948
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- Y03: Mutual and Membership Benefit Professional Societies and Associations
- NAICS code, primary
- 813920: Professional Associations
- Parent/child status
- Subordinate organization
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