NonprofitsSociety Of Actuaries Professional Association

Community Improvement & Capacity Building

Society Of Actuaries Professional Association

CHICAGO, IL

Total revenue

$68.3M

Total expenses

$57.8M

Net assets

$51.5M

Grants received

$20K

2 grants

EIN

834526499

Tax year

2024

Mission

Through education and research, the soa advances actuaries as leaders in measuring (see schedule o) and managing risk to improve financial outcomes for individuals, organizations, and the public.

Programs

2 programs

Preliminary education: soa's examinations include core topics common to all actuarial disciplines to ensure that all soa members have broad knowledge of risk management and financial security issues that face businesses and individuals. Candidates for soa membership also take exams that are specifically focused on a particular area of practice to ensure that they have the detailed knowledge to provide to the organizations and public the highest level of expertise in their chosen practice. This comprehensive and rigorous educational system develops actuaries who are able to deliver expertise with the high standards that meet the needs of individuals, commercial and public organizations and the public at large, relieving public or governmental organizations from having to provide such educational oversight.

Continuing education: the soa conducts various events and professional development opportunities to ensure continued professional growth and excellence for its members. Soa members are required to meet a defined level of continuing education annually in order to maintain their credential. This requirement assures that all soa members, even those who initially earned their credential years earlier, stay current on the latest actuarial practices, knowledge and research - and the ever-evolving societal issues that require actuarial expertise. This lifelong learning supports actuaries as they provide expert advice and relevant solutions for financial, business and societal problems.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$66.3M
Investment income$1.9M
Other revenue$21K
Total revenue$68.3M

Expenses

Grants paid$1.1M
Salaries & benefits$22.6M
Fundraising
Other expenses$34.1M
Total expenses$57.8M
Total assets$88.9M
Net assets$51.5M

People

38 listed

NameRoleCompensation

DAVID DILLON

PRESIDENT-ELECT

Board

1 hrs/wk

AMANDA HUG

PRESIDENT

Board

1 hrs/wk

JOHN ROBINSON

PRESIDENT

Board

1 hrs/wk

TIM ROZAR

PAST PRESIDENT

Board

1 hrs/wk

YING ZHAO

SECRETARY/TREASURER

Board

1 hrs/wk

KAREN ANWAY

BOARD MEMBER

Board

1 hrs/wk

DAVID BOETTCHER

BOARD MEMBER

Board

1 hrs/wk

KAREN BURNETT

BOARD MEMBER

Board

1 hrs/wk

SHERRY CHAN

BOARD MEMBER

Board

1 hrs/wk

GABRIELA DIEGUEZ

BOARD MEMBER

Board

1 hrs/wk

IAN DUNCAN

BOARD MEMBER

Board

1 hrs/wk

SARA GOLDBERG

BOARD MEMBER

Board

1 hrs/wk

DAVID INGRAM

BOARD MEMBER

Board

1 hrs/wk

LISA KUKLINSKI

BOARD MEMBER

Board

1 hrs/wk

JACKIE LEE

BOARD MEMBER

Board

1 hrs/wk

MELODY PRANGLEY

BOARD MEMBER

Board

1 hrs/wk

DANIEL PRIBE

BOARD MEMBER

Board

1 hrs/wk

KELLY RABIN

BOARD MEMBER

Board

1 hrs/wk

MARY BETH RAMSAY

BOARD MEMBER

Board

1 hrs/wk

HANS WAGNER

BOARD MEMBER

Board

1 hrs/wk

JON WU

BOARD MEMBER

Board

1 hrs/wk

SI XIE

BOARD MEMBER

Board

1 hrs/wk

MERCY YAN

BOARD MEMBER

Board

1 hrs/wk

GREG HEIDRICH

CEO

Board

36 hrs/wk

ROSE B FEALY

COO/CFO

Board

36 hrs/wk

R DALE HALL

MANAGING DIRECTOR RESEARCH

Staff

36 hrs/wk

KEN GUTHRIE

MANAGING DIRECTOR EDUCATION

Staff

36 hrs/wk

COURTNEY NASHAN

MANAGING DIRECTOR ENGAGEMENT

Staff

36 hrs/wk

JOSEPH WURZBURGER

MANAGING DIRECTOR,STRATEGY

Staff

36 hrs/wk

VICKI BAUE

GENERAL COUNSEL

Staff

36 hrs/wk

CARLA CARRY

MANAGING DIRECTOR, MARKETING

Staff

36 hrs/wk

ANDREW PETERSON

MANAGING DIRECTOR INTERNATIONAL

Staff

36 hrs/wk

ALICE LOCATELLI

MANAGING DIRECTOR OF EXPERIENCE

Staff

36 hrs/wk

MONIKA MCGUIRE

GENERAL COUNSEL

Staff

36 hrs/wk

STUART KLUGMAN

SR. STAFF FELLOW

Staff

36 hrs/wk

EMILY KESSLER

SR. STAFF FELLOW

Staff

36 hrs/wk

TIFFANY STAMM

SR. DIRECTOR, FINANCE & FACILITIES

Staff

36 hrs/wk

TIMOTHY MOBERLY

SENIOR DIRECTOR, ITS

Staff

36 hrs/wk

Independent contractors

PROMETRIC INC

TEST CENTERS

$6.9M

MAYO SEITZ MEDIA INC

MEDIA STRATEGY SERVICES

$1.8M

GLOBEBYTE

IT SERVICES

$873K

CLOUD FOR GOOD LLC

IT SERVICES

$786K

G&S BUSINESS COMMUNICATIONS

MEDIA STRATEGY SERVICES

$450K

Grants received

Showing 2 of 2

FromAmountPurposeYear
$10K
Sponsorship of the Living to 100 event
2023
$10K
Sponsorship of the Living to 100 Symposium
2019

Funded by

$20K from 1 funder · 2 grants · 2019–2023

Aarp

$20K · 2 grants · 2019–2023

Details

EIN834526499
NTEE codeS41
Subsection06
Ruling date2019-06
Formed2020
Employees0
Volunteers4947
SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION — Mission, Financials & Grants Received | Grantivo