Nonprofit · EIN 83-4526499
SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION
Tax-exempt · CHICAGO, IL 60631
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $68,295,697 | $57,784,872 | $10,510,825 | $88,936,484 | $37,388,857 | $51,547,627 |
| December 31, 2023 | 990 | $61,896,814 | $55,635,363 | $6,261,451 | $70,872,534 | $33,607,996 | $37,264,538 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $66,325,158
- Investment income
- $1,949,724
- Royalties
- $20,815
- Net gain from sales of assets
- $269,341
- Other revenue
- $20,815
Expenses
- Grants and similar amounts paid
- $1,101,587
- Compensation of officers, directors and key employees
- $4,335,916
- Other salaries and wages
- $13,770,248
- Salaries, compensation and benefits (total)
- $22,615,548
- Professional fundraising fees
- $0
- Legal fees
- $292,364
- Occupancy
- $346,933
- Travel
- $9,557,830
- Depreciation
- $1,742,309
Balance sheet and other
- Total assets, start of year
- $70,872,534
- Total assets, end of year
- $88,936,484
- Total liabilities, end of year
- $37,388,857
- Net assets, end of year
- $51,547,627
- Land, buildings and equipment
- $7,854,180
- Publicly traded securities
- $49,020,008
- Net assets without donor restrictions
- $51,547,627
- Gross unrelated business income
- $49,545
- Gross receipts
- $78,280,337
- Employees
- 0
- Volunteers
- 4,947
- Year formed
- 2020
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GREG HEIDRICH | CEO Officer | 36 | $0 | $761,837 | $90,008 |
| ROSE B FEALY | COO/CFO Officer | 36 | $0 | $495,957 | $49,268 |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION Key employee | 36 | $0 | $434,227 | $80,290 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH Key employee | 36 | $0 | $427,609 | $79,861 |
| COURTNEY NASHAN | MANAGING DIRECTOR ENGAGEMENT Key employee | 36 | $0 | $363,268 | $73,287 |
| VICKI BAUE | GENERAL COUNSEL Key employee | 36 | $0 | $383,693 | $47,896 |
| JOSEPH WURZBURGER | MANAGING DIRECTOR,STRATEGY Key employee | 36 | $0 | $358,324 | $72,975 |
| CARLA CARRY | MANAGING DIRECTOR, MARKETING Key employee | 36 | $0 | $332,417 | $69,555 |
| ANDREW PETERSON | MANAGING DIRECTOR INTERNATIONAL Key employee | 36 | $0 | $302,041 | $67,041 |
| MONIKA MCGUIRE | GENERAL COUNSEL Highest-paid employee | 36 | $0 | $289,849 | $69,258 |
| STUART KLUGMAN | SR. STAFF FELLOW Highest-paid employee | 36 | $0 | $301,323 | $44,548 |
| EMILY KESSLER | SR. STAFF FELLOW Highest-paid employee | 36 | $0 | $291,127 | $44,060 |
| ALICE LOCATELLI | MANAGING DIRECTOR OF EXPERIENCE Key employee | 36 | $0 | $296,196 | $31,934 |
| TIFFANY STAMM | SR. DIRECTOR, FINANCE & FACILITIES Highest-paid employee | 36 | $0 | $264,185 | $50,906 |
| TIMOTHY MOBERLY | SENIOR DIRECTOR, ITS Highest-paid employee | 36 | $0 | $246,700 | $61,288 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DILLON | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
| AMANDA HUG | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN ROBINSON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TIM ROZAR | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| YING ZHAO | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| KAREN ANWAY | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID BOETTCHER | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN BURNETT | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERRY CHAN | BOARD MEMBER Trustee or director | 1 | $0 |
| GABRIELA DIEGUEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| IAN DUNCAN | BOARD MEMBER Trustee or director | 1 | $0 |
| SARA GOLDBERG | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID INGRAM | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA KUKLINSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| JACKIE LEE | BOARD MEMBER Trustee or director | 1 | $0 |
| MELODY PRANGLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DANIEL PRIBE | BOARD MEMBER Trustee or director | 1 | $0 |
| KELLY RABIN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY BETH RAMSAY | BOARD MEMBER Trustee or director | 1 | $0 |
| HANS WAGNER | BOARD MEMBER Trustee or director | 1 | $0 |
| JON WU | BOARD MEMBER Trustee or director | 1 | $0 |
| SI XIE | BOARD MEMBER Trustee or director | 1 | $0 |
| MERCY YAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 36 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GREG HEIDRICH | CEO Officer | 36 | $0 | $744,985 | $88,522 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH Key employee | 36 | $0 | $411,283 | $76,925 |
| ROSE B FEALY | CAFO Officer | 36 | $0 | $428,972 | $56,424 |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION Key employee | 36 | $0 | $404,814 | $76,211 |
| JOSEPH WURZBURGER | MANAGING DIRECTOR,STRATEGY Key employee | 36 | $0 | $345,901 | $69,857 |
| CARLA CARRY | MANAGING DIRECTOR, MARKETING & COMMUNICATIONS Key employee | 36 | $0 | $343,005 | $65,089 |
| COURTNEY NASHAN | MANAGING DIRECTOR ENGAGEMENT Key employee | 36 | $0 | $340,466 | $60,399 |
| ANDREW PETERSON | MANAGING DIRECTOR INTERNATIONAL Key employee | 36 | $0 | $302,788 | $65,028 |
| MONIKA MCGUIRE | GENERAL COUNSEL Highest-paid employee | 36 | $0 | $298,223 | $68,349 |
| VICKI BAUE | GENERAL COUNSEL Key employee | 36 | $0 | $291,788 | $44,593 |
| STUART KLUGMAN | SR. STAFF FELLOW Highest-paid employee | 36 | $0 | $279,660 | $42,128 |
| EMILY KESSLER | SR. STAFF FELLOW Highest-paid employee | 36 | $0 | $274,532 | $41,971 |
| CYNTHIA MACDONALD | SR. STAFF ACTUARY Highest-paid employee | 36 | $0 | $253,658 | $60,683 |
| TIFFANY BERGER | SR. DIRECTOR, FINANCE & FACILITIES Highest-paid employee | 36 | $0 | $255,185 | $48,491 |
| JENNIFER GILLESPIE | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN ROBINSON | PRESIDENT & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIM ROZAR | PRESIDENT-ELECT & VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| YING ZHAO | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMANDA HUG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ARPITA DAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL PRIBE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAVID INGRAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GABRIELA DIEGUEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| IAN DUNCAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JACKIE LEE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOSEE DEROY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KAREN BURNETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KELLY RABIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LISA KUKLINSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARY RAMSAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MELODY PRANGLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MERCY YAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NAZIR VALANI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SARA GOLDBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHERRY CHAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SI XIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8770 W BRYN MAWR AVE STE 1000, CHICAGO, IL 60631-3516
- Principal officer (990 for 2024)
- GREGORY HEIDRICH, 8770 W BRYN MAWR AVE 1000, CHICAGO, IL 60631
- Signed the 990
- GREGORY HEIDRICH, CEO
- Phone
- (847) 706-3500
- Website
- WWW.SOA.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
THROUGH EDUCATION AND RESEARCH, THE SOA ADVANCES ACTUARIES AS LEADERS IN MEASURING AND MANAGING RISK TO IMPROVE FINANCIAL OUTCOMES FOR INDIVIDUALS, ORGANIZATIONS, AND THE PUBLIC.
Program accomplishments
- MEMBERSHIP: THE SOA IS A MEMBERSHIP ORGANIZATION WITH OVER 34,700 MEMBERS WORLDWIDE, MAKING IT THE LARGEST PROFESSIONAL ASSOCIATION OF ACTUARIES IN THE WORLD. AS PART OF ITS MISSION, THE SOA PROVIDES RIGOROUS AND COMPREHENSIVE EDUCATION AND TESTING TO ITS MEMBERS AS PART OF THE PROCESS OF EARNING THEIR CREDENTIALS. SOA-CREDENTIALED MEMBERS ARE EQUIPPED TO PROVIDE IMPORTANT AND VALUABLE EXPERTISE AND ADVICE ON A VARIETY OF RISK MANAGEMENT AND FINANCIAL SECURITY ISSUES, INCLUDING DEVELOPING PENSION PLANS FOR BUSINESSES AND PUBLIC ENTITIES, CONSULTING ON BUILDING SECURE HEALTH AND LIFE INSURANCE SYSTEMS AND PROVIDING RISK MANAGEMENT ADVICE ON AN ENTERPRISE-WIDE LEVEL TO MANY TYPES OF COMMERCIAL ORGANIZATIONS.
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-4526499
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $88,936,484
- Income (IRS master file)
- $78,280,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $68,295,697 | $57,784,872 | $88,936,484 | XML |
| 990 | December 2023 | $61,896,814 | $55,635,363 | $70,872,534 | XML |
| 990 | December 2022 | $57,871,223 | $48,085,443 | $55,669,599 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-4526499).
Questions about SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION
- What is the EIN of SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION?
- The employer identification number (EIN) of SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION is 83-4526499.
- Is SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2019.
- Are donations to SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION?
- The 990 for the year ended December 31, 2024 names GREGORY HEIDRICH.
- Who are the officers and directors of SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 38 people; 0 received compensation from the organization.
- How much revenue does SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $68,295,697, expenses of $57,784,872 and total assets of $88,936,484 at year end.
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