Public Charity

SOCIETY OF ACTUARIES RESEARCH INSTITUTE

Based in CHICAGO, IL, SOCIETY OF ACTUARIES RESEARCH INSTITUTE operates as a Public Charity. The organization reported $3.5M in revenue, $7.1M in expenses, $41.4M in total assets for fiscal year 2024. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $1.5M.

EIN: 362136422 CHICAGO, IL Latest filing: 2024
Total Revenue$3.5M
Total Expenses$7.1M
Total Assets$41.4M
Grant Records8
Funding Total$1.5M
Filing Years2019–2024

Mission

SERVING AS THE RESEACH ARM OF THE SOCIETY OF ACTUARIES, THE SOA RESEARCH INSTITUTE PROVIDES OJBECTIVE, DATA-DRIVEN RESEARCH BRINGING TOGETHER TRIED AND TRUE PRACTICES AND FUTURE-FOCUSED APPROACHES TO ADDRESS SOCIETAL CHALLENGES AND BUSINESS NEEDS.

Officers & Directors

MANAGING DIRECTOR OF EXPERIENCE Alice Locatelli
PRESIDENT Amanda Hug
MANAGING DIRECTOR INTERNATIONAL Andrew Peterson
MANAGING DIRECTOR, MARKETING Carla Carry
MANAGING DIRECTOR ENGAGEMENT Courtney Nashan
BOARD MEMBER Daniel Pribe

Officer compensation and complete director data available with membership.

Top Grant Purposes

RESEARCH GRANT & GENERAL SUPPORT
$1,275,821 3 grants
RESEARCH GRANT
$127,200 1 grant
ACTUARIAL RESEARCH
$54,500 2 grants
General Support
$30,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2024 $3.5M $7.1M $41.4M
2023 $1.4M $8.5M $41.7M
2022 $-118K $8.2M $47.3M
2020 $12.1M $7.5M $75.7M
2019 $61.4M $59.4M $82.8M

Between 2019 and 2024, reported annual revenue declined from $61.4M to $3.5M (-94%), with total assets most recently reported at $41.4M.

Interactive year-over-year charts and full filing details available with membership.

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