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
Expenses
People
38 listed
DAVID DILLON
PRESIDENT-ELECT
—
1 hrs/wk
AMANDA HUG
PRESIDENT
—
1 hrs/wk
JOHN ROBINSON
PRESIDENT
—
1 hrs/wk
TIM ROZAR
PAST PRESIDENT
—
1 hrs/wk
YING ZHAO
SECRETARY/TREASURER
—
1 hrs/wk
KAREN ANWAY
BOARD MEMBER
—
1 hrs/wk
DAVID BOETTCHER
BOARD MEMBER
—
1 hrs/wk
KAREN BURNETT
BOARD MEMBER
—
1 hrs/wk
SHERRY CHAN
BOARD MEMBER
—
1 hrs/wk
GABRIELA DIEGUEZ
BOARD MEMBER
—
1 hrs/wk
IAN DUNCAN
BOARD MEMBER
—
1 hrs/wk
SARA GOLDBERG
BOARD MEMBER
—
1 hrs/wk
DAVID INGRAM
BOARD MEMBER
—
1 hrs/wk
LISA KUKLINSKI
BOARD MEMBER
—
1 hrs/wk
JACKIE LEE
BOARD MEMBER
—
1 hrs/wk
MELODY PRANGLEY
BOARD MEMBER
—
1 hrs/wk
DANIEL PRIBE
BOARD MEMBER
—
1 hrs/wk
KELLY RABIN
BOARD MEMBER
—
1 hrs/wk
MARY BETH RAMSAY
BOARD MEMBER
—
1 hrs/wk
HANS WAGNER
BOARD MEMBER
—
1 hrs/wk
JON WU
BOARD MEMBER
—
1 hrs/wk
SI XIE
BOARD MEMBER
—
1 hrs/wk
MERCY YAN
BOARD MEMBER
—
1 hrs/wk
GREG HEIDRICH
CEO
—
36 hrs/wk
ROSE B FEALY
COO/CFO
—
36 hrs/wk
R DALE HALL
MANAGING DIRECTOR RESEARCH
—
36 hrs/wk
KEN GUTHRIE
MANAGING DIRECTOR EDUCATION
—
36 hrs/wk
COURTNEY NASHAN
MANAGING DIRECTOR ENGAGEMENT
—
36 hrs/wk
JOSEPH WURZBURGER
MANAGING DIRECTOR,STRATEGY
—
36 hrs/wk
VICKI BAUE
GENERAL COUNSEL
—
36 hrs/wk
CARLA CARRY
MANAGING DIRECTOR, MARKETING
—
36 hrs/wk
ANDREW PETERSON
MANAGING DIRECTOR INTERNATIONAL
—
36 hrs/wk
ALICE LOCATELLI
MANAGING DIRECTOR OF EXPERIENCE
—
36 hrs/wk
MONIKA MCGUIRE
GENERAL COUNSEL
—
36 hrs/wk
STUART KLUGMAN
SR. STAFF FELLOW
—
36 hrs/wk
EMILY KESSLER
SR. STAFF FELLOW
—
36 hrs/wk
TIFFANY STAMM
SR. DIRECTOR, FINANCE & FACILITIES
—
36 hrs/wk
TIMOTHY MOBERLY
SENIOR DIRECTOR, ITS
—
36 hrs/wk
Independent contractors
PROMETRIC INC
TEST CENTERS
MAYO SEITZ MEDIA INC
MEDIA STRATEGY SERVICES
GLOBEBYTE
IT SERVICES
CLOUD FOR GOOD LLC
IT SERVICES
G&S BUSINESS COMMUNICATIONS
MEDIA STRATEGY SERVICES
Grants received
Showing 2 of 2
Funded by
$20K from 1 funder · 2 grants · 2019–2023
$20K · 2 grants · 2019–2023