SOCIETY OF ACTUARIES RESEARCH INSTITUTE (EIN 362136422) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

GREGORY HEIDRICH

Phone

8477063500

Tax Period

2023-01-01 to 2023-12-31

SOCIETY OF ACTUARIES, founded in 1948, is a mid-sized nonprofit that reported $61.8M in total revenue in fiscal year 2018. Expenses of $57.4M left a modest 7% surplus.

Mission

EMPHASIZES THE SKILLSET AND THOUGHT LEADERSHIP OF ACTUARIES, AND HELPS PROVIDE (SEE SCHEDULE O) INSIGHTS TO MEMBERS, BUSINESSES, OTHER STAKEHOLDERS AND THE PUBLIC ON SOCIALLY RELEVANT TOPICS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,311,410

Program Service Revenue $157,358

Investment Income $-58,931

Other Revenue $0

TOTAL REVENUE $1,409,837

Expense Breakdown

Grants Paid $2,032,465

Salaries & Benefits $4,459,997

Fundraising Expenses $0

Program Expenses $7,860,520

Other Expenses $1,971,561

TOTAL EXPENSES $8,464,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,409,837	$-117,528	-13.0%
Expenses	$8,464,023	$8,244,591	+0.0%
Net Income	$-7,054,186	$-8,362,119	-0.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

194

Volunteers

1350

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,318,903

Total Directors

Key Employees

$2,898,147

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER GILLESPIE	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN ROBINSON	PRESIDENT & CHAIR	1.00	Officer Director	$0	$0	$0
TIM ROZAR	PRESIDENT-ELECT & VICE-CHAIR	1.00	Officer Director	$0	$0	$0
YING ZHAO	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
AMANDA HUG	BOARD MEMBER	1.00	Director	$0	$0	$0
ARPITA DAS	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL PRIBE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID INGRAM	BOARD MEMBER	1.00	Director	$0	$0	$0
GABRIELA DIEGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
IAN DUNCAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEE DEROY	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN BURNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY RABIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA KUKLINSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY RAMSAY	BOARD MEMBER	1.00	Director	$0	$0	$0
MELODY PRANGLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MERCY YAN	BOARD MEMBER	1.00	Director	$0	$0	$0
NAZIR VALANI	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA GOLDBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY CHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SI XIE	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG HEIDRICH	CEO	4.00	Officer	$744,985	$88,522	$833,507
ROSE B FEALY	CAFO	4.00	Officer	$428,972	$56,424	$485,396
R DALE HALL	MANAGING DIRECTOR RESEARCH	4.00	Key Emp	$411,283	$76,925	$488,208
KEN GUTHRIE	MANAGING DIRECTOR EDUCATION	4.00	Key Emp	$404,814	$76,211	$481,025
JOSEPH WURZBURGER	MANAGING DIRECTOR STRATEGY	4.00	Key Emp	$345,901	$69,857	$415,758
CARLA CARRY	MANAGING DIRECTOR MARKETING & COMMUNICATIONS	4.00	Key Emp	$343,005	$65,089	$408,094
COURTNEY NASHAN	MANAGING DIRECTOR ENGAGEMENT	4.00	Key Emp	$340,466	$60,399	$400,865
ANDREW PETERSON	MANAGING DIRECTOR INTERNATIONAL	4.00	Key Emp	$302,788	$65,028	$367,816
VICKI BAUE	GENERAL COUNSEL	4.00	Key Emp	$291,788	$44,593	$336,381
MONIKA MCGUIRE	GENERAL COUNSEL	4.00	Highest	$298,223	$68,349	$366,572
STUART KLUGMAN	SR. STAFF FELLOW	4.00	Highest	$279,660	$42,128	$321,788
EMILY KESSLER	SR. STAFF FELLOW	4.00	Highest	$274,532	$41,971	$316,503
CYNTHIA MACDONALD	SR. STAFF ACTUARY	4.00	Highest	$253,658	$60,683	$314,341
TIFFANY BERGER	SR. DIRECTOR, FINANCE & FACILITIES	4.00	Highest	$255,185	$48,491	$303,676

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,409,837	$8,464,023	$41,743,339	$-7,054,186
2022	$-117,528	$8,244,591	$47,336,513	$-8,362,119
2021	$3,256,481	$8,074,935	$66,013,531	$-4,818,454
2020	$12,145,882	$7,456,537	$75,725,864	$4,689,345
2019	$61,400,983	$59,376,074	$82,798,344	$2,024,909
2018	$61,782,168	$57,444,659	$74,200,668	$4,337,509

SOCIETY OF ACTUARIES RESEARCH INSTITUTE