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 10 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 Records10
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.

Where $100 goes at Society of Actuaries Research Institute

How Society of Actuaries Research Institute divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$90 Programs the work itself
$10 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $90 for programs

$90
Soa ri serves an important public and societal service by providing a valuable contribution to the body of knowledge in the various areas of actuarial science
All program spending
Share on LinkedIn Share on Facebook
Add this to your website

Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

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 & Policy
$1,477,521 8 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.

See the full picture for SOCIETY OF ACTUARIES RESEARCH INSTITUTE

Complete financials, all 10 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time