CHICAGO, IL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SOCIETY OF ACTUARIES RESEARCH INSTITUTE, founded in 1948, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Expenses of $8.5M exceeded revenue, resulting in a 500% operating deficit.
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.
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. THIS INCLUDES (BUT IS NOT LIMITED TO)...
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. THIS INCLUDES (BUT IS NOT LIMITED TO) LEADING-EDGE RESEARCH ON AGING AND RETIREMENT, ACTUARIAL INNOVATION AND TECHNOLOGY, MORTALITY AND LONGEVITY, DIVERSITY, EQUITY AND INCLUSION, HEALTH CARE COST TRENDS, AND CATASTROPHE AND CLIMATE. SOA RI ALSO IS THE LEADING PROVIDER OF EXPERIENCE STUDIES, WHICH ARE WIDELY USED BY ACTUARIES TO DEVELOP FINANCIALLY SECURE INSURANCE SYSTEMS. MANY OUTPUTS OF SOA RI RESEARCH ARE ALSO REFERENCED BY POLICYMAKERS FOR VALUABLE BACKGROUND AND INSIGHT AS THEY DEVELOP LEGISLATION TO MEET PUBLIC NEEDS IN RELEVANT AREAS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare SOCIETY OF ACTUARIES RESEARCH INSTITUTE with other nonprofits in Illinois and across the country.