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
Personnel at SOA
| Name | Title | Compensation | Date of data |
|---|
| Gregory Heidrich | Chief Executive Officer | $719,591 | 2023-11-06 |
| Stacy Lin | Deputy Chief Executive Officer and Chief Financial Officer / Deputy Executive Director and Chief Financial Officer / Deputy Ed and Chief Financial Officer | $160,909 | 2022-12-31 |
| Tiffany Berger | Senior Director , Finance and Facilities / Director of Finance and Facilities | $228,869 | 2022-12-31 |
| Anna Clarke | Senior Director , Marketing | $165,882 | 2022-12-31 |
| Timothy Moberly | Senior Director , Its / Senior Director of Information Technology | $241,438 | 2022-12-31 |
| ...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
June 14, 2024
Used new vendors
Identified 1 new vendor, including
December 31, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 31, 2023
Updated personnel
Identified 8 new personnel
December 25, 2023
Used new vendors
Identified 1 new vendor, including
December 25, 2023
Received grants
Identified 1 new grant, including a grant for $288,975 from Society of Actuaries Nonprofit Types
Grantmaking organizationsMutual assistance organizationsProfessional associationsBusiness and community development organizationsChapter / child organizationsCharities
Issues
Community improvementBusiness and industry
Characteristics
Operates internationallyCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
- Address
- 475 N Martingale Rd 600
- Schaumburg, IL 60173
- Metro area
- Chicago-Naperville-Elgin, IL-IN-WI
- County
- Cook County, IL
- 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
California AB-488 details
- AB 488 status
- May Operate or Solicit for Charitable Purposes
- Charity Registration status
- Current - In Process
- FTB status revoked
- Not revoked
- AG Registration Number
- CT0287049
- FTB Entity ID
- None yet
- AB 488 data last updated ("as-of") date
- 2024-11-06
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