Powered by CharityEZ

Charity report ready

SOCIETY OF ACTUARIES

We found this organization. Review its mission, finances, leadership, and ways to help below.

Back to search results

This report opened in a new tab, so your results are still waiting for you.

Public IRS 990 nonprofit record

SOCIETY OF ACTUARIES

EIN 83-4526499 · Chambers of Commerce & Business Leagues (S41)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders38 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$84.61spent for every $100 of revenueRevenue covered expenses this year.
$1.54in assets for every $1 spent this yearSome assets cannot be spent right away.
0.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $90,008 for GREG HEIDRICH (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$68,295,697
Expenses$57,784,872
Annual surplus $10,510,825 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$68,295,697
Expenses$57,784,872
Assets$88,936,484
Income$78,280,337
Contributions$98,223
Grants given$2,666,883
Average grant$98,773
Stocks and bonds$49,020,008
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
GREG HEIDRICHCEO · 36 hrs/week $90,008Base · Other $90,008
KEN GUTHRIEMANAGING DIRECTOR EDUCATION · 36 hrs/week $80,290Base · Other $80,290
R DALE HALLMANAGING DIRECTOR RESEARCH · 36 hrs/week $79,861Base · Other $79,861
COURTNEY NASHANMANAGING DIRECTOR ENGAGEMENT · 36 hrs/week $73,287Base · Other $73,287
JOSEPH WURZBURGERMANAGING DIRECTOR,STRATEGY · 36 hrs/week $72,975Base · Other $72,975
CARLA CARRYMANAGING DIRECTOR, MARKETING · 36 hrs/week $69,555Base · Other $69,555
MONIKA MCGUIREGENERAL COUNSEL · 36 hrs/week $69,258Base · Other $69,258
ANDREW PETERSONMANAGING DIRECTOR INTERNATIONAL · 36 hrs/week $67,041Base · Other $67,041
TIMOTHY MOBERLYSENIOR DIRECTOR, ITS · 36 hrs/week $61,288Base · Other $61,288
TIFFANY STAMMSR. DIRECTOR, FINANCE & FACILITIES · 36 hrs/week $50,906Base · Other $50,906
ROSE B FEALYCOO/CFO · 36 hrs/week $49,268Base · Other $49,268
VICKI BAUEGENERAL COUNSEL · 36 hrs/week $47,896Base · Other $47,896

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (38)

GREG HEIDRICHCEO

KEN GUTHRIEMANAGING DIRECTOR EDUCATION

R DALE HALLMANAGING DIRECTOR RESEARCH

COURTNEY NASHANMANAGING DIRECTOR ENGAGEMENT

JOSEPH WURZBURGERMANAGING DIRECTOR,STRATEGY

CARLA CARRYMANAGING DIRECTOR, MARKETING

MONIKA MCGUIREGENERAL COUNSEL

ANDREW PETERSONMANAGING DIRECTOR INTERNATIONAL

TIMOTHY MOBERLYSENIOR DIRECTOR, ITS

TIFFANY STAMMSR. DIRECTOR, FINANCE & FACILITIES

ROSE B FEALYCOO/CFO

VICKI BAUEGENERAL COUNSEL

STUART KLUGMANSR. STAFF FELLOW

EMILY KESSLERSR. STAFF FELLOW

ALICE LOCATELLIMANAGING DIRECTOR OF EXPERIENCE

MERCY YANBOARD MEMBER

MELODY PRANGLEYBOARD MEMBER

KAREN BURNETTBOARD MEMBER

SARA GOLDBERGBOARD MEMBER

SHERRY CHANBOARD MEMBER

SI XIEBOARD MEMBER

TIM ROZARPAST PRESIDENT

YING ZHAOSECRETARY/TREASURER

MARY BETH RAMSAYBOARD MEMBER

LISA KUKLINSKIBOARD MEMBER

KELLY RABINBOARD MEMBER

KAREN ANWAYBOARD MEMBER

JON WUBOARD MEMBER

JOHN ROBINSONPRESIDENT

JACKIE LEEBOARD MEMBER

IAN DUNCANBOARD MEMBER

HANS WAGNERBOARD MEMBER

GABRIELA DIEGUEZBOARD MEMBER

DAVID INGRAMBOARD MEMBER

DAVID DILLONPRESIDENT-ELECT

DAVID BOETTCHERBOARD MEMBER

DANIEL PRIBEBOARD MEMBER

AMANDA HUGPRESIDENT

About this charity

Recognized since
January 2019
Location
8770 W BRYN MAWR AVE STE 1000, CHICAGO, IL 60631-3516
County
Cook
In care of
GREGORY HEIDRICH
Primary officer
GREGORY HEIDRICH, CEO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
PLANTE & MORAN PLLC
NTEE classification
Chambers of Commerce & Business Leagues (S41)
IRS tax category
Chambers of Commerce & Business Leagues
Grant-giving organization
Yes

Thanks for caring! Learning about a charity is a great first step toward giving back.

About this report: Information comes from public nonprofit records and may show the latest filing available.

Close & return to results
Want to go deeper?

Full charity research is waiting at CharityEZ

Explore complete charity searches, information, reports, and research tools.

For Full Charity Searches and Information — Try CharityEZ
Are you this charity?Keep your current needs updated free with CharityEZ.
Post your needs free