CHICAGO, IL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SOCIETY OF ACTUARIES, founded in 2020, is a mid-sized nonprofit in the Community Improvement sector that reported $61.9M in total revenue in fiscal year 2023. Expenses of $55.6M left a modest 10% surplus.
THROUGH EDUCATION AND RESEARCH, THE SOA ADVANCES ACTUARIES AS LEADERS IN MEASURING AND MANAGING RISK TO IMPROVE FINANCIAL OUTCOMES FOR INDIVIDUALS, ORGANIZATIONS, AND THE PUBLIC.
MEMBERSHIP: THE SOA IS A MEMBERSHIP ORGANIZATION WITH MORE THAN 34,861 MEMBERS WORLDWIDE, MAKING IT THE LARGEST PROFESSIONAL ASSOCIATION OF ACTUARIES IN THE WORLD. AS PART OF ITS MISSION, THE SOA...
MEMBERSHIP: THE SOA IS A MEMBERSHIP ORGANIZATION WITH MORE THAN 34,861 MEMBERS WORLDWIDE, MAKING IT THE LARGEST PROFESSIONAL ASSOCIATION OF ACTUARIES IN THE WORLD. AS PART OF ITS MISSION, THE SOA PROVIDES RIGOROUS AND COMPREHENSIVE EDUCATION AND TESTING TO ITS MEMBERS AS PART OF THE PROCESS OF EARNING THEIR CREDENTIALS. SOA-CREDENTIALED MEMBERS ARE EQUIPPED TO PROVIDE IMPORTANT AND VALUABLE EXPERTISE AND ADVICE ON A VARIETY OF RISK MANAGEMENT AND FINANCIAL SECURITY ISSUES, INCLUDING DEVELOPING PENSION PLANS FOR BUSINESSES AND PUBLIC ENTITIES, CONSULTING ON BUILDING SECURE HEALTH AND LIFE INSURANCE SYSTEMS AND PROVIDING RISK MANAGEMENT ADVICE ON AN ENTERPRISE-WIDE LEVEL TO MANY TYPES OF COMMERCIAL ORGANIZATIONS.
PRELIMINARY EDUCATION: SOA'S EXAMINATIONS INCLUDE CORE TOPICS COMMON TO ALL ACTUARIAL DISCIPLINES TO ENSURE THAT ALL SOA MEMBERS HAVE BROAD KNOWLEDGE OF RISK MANAGEMENT AND FINANCIAL SECURITY ISSUES...
PRELIMINARY EDUCATION: SOA'S EXAMINATIONS INCLUDE CORE TOPICS COMMON TO ALL ACTUARIAL DISCIPLINES TO ENSURE THAT ALL SOA MEMBERS HAVE BROAD KNOWLEDGE OF RISK MANAGEMENT AND FINANCIAL SECURITY ISSUES THAT FACE BUSINESSES AND INDIVIDUALS. CANDIDATES FOR SOA MEMBERSHIP ALSO TAKE EXAMS THAT ARE SPECIFICALLY FOCUSED ON A PARTICULAR AREA OF PRACTICE TO ENSURE THAT THEY HAVE THE DETAILED KNOWLEDGE TO PROVIDE TO THE ORGANIZATIONS AND PUBLIC THE HIGHEST LEVEL OF EXPERTISE IN THEIR CHOSEN PRACTICE. THIS COMPREHENSIVE AND RIGOROUS EDUCATIONAL SYSTEM DEVELOPS ACTUARIES WHO ARE ABLE TO DELIVER EXPERTISE WITH THE HIGH STANDARDS THAT MEET THE NEEDS OF INDIVIDUALS, COMMERCIAL AND PUBLIC ORGANIZATIONS AND THE PUBLIC AT LARGE, RELIEVING PUBLIC OR GOVERNMENTAL ORGANIZATIONS FROM HAVING TO PROVIDE SUCH EDUCATIONAL OVERSIGHT.
CONTINUING EDUCATION: THE SOA CONDUCTS VARIOUS EVENTS AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO ENSURE CONTINUED PROFESSIONAL GROWTH AND EXCELLENCE FOR ITS MEMBERS. SOA MEMBERS ARE REQUIRED TO...
CONTINUING EDUCATION: THE SOA CONDUCTS VARIOUS EVENTS AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO ENSURE CONTINUED PROFESSIONAL GROWTH AND EXCELLENCE FOR ITS MEMBERS. SOA MEMBERS ARE REQUIRED TO MEET A DEFINED LEVEL OF CONTINUING EDUCATION ANNUALLY IN ORDER TO MAINTAIN THEIR CREDENTIAL. THIS REQUIREMENT ASSURES THAT ALL SOA MEMBERS, EVEN THOSE WHO INITIALLY EARNED THEIR CREDENTIAL YEARS EARLIER, STAY CURRENT ON THE LATEST ACTUARIAL PRACTICES, KNOWLEDGE AND RESEARCH - AND THE EVER-EVOLVING SOCIETAL ISSUES THAT REQUIRE ACTUARIAL EXPERTISE. THIS LIFELONG LEARNING SUPPORTS ACTUARIES AS THEY PROVIDE EXPERT ADVICE AND RELEVANT SOLUTIONS FOR FINANCIAL, BUSINESS AND SOCIETAL PROBLEMS.
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 | $61,896,814 | $57,871,223 | +0.1% |
| Expenses | $55,635,363 | $48,085,443 | +0.2% |
| Net Income | $6,261,451 | $9,785,780 | -0.4% |
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 | 36.00 |
Officer
|
$0 | $88,522 | $833,507 |
| ROSE B FEALY | CAFO | 36.00 |
Officer
|
$0 | $56,424 | $485,396 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH | 36.00 |
Key Emp
|
$0 | $76,925 | $488,208 |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION | 36.00 |
Key Emp
|
$0 | $76,211 | $481,025 |
| JOSEPH WURZBURGER | MANAGING DIRECTOR,STRATEGY | 36.00 |
Key Emp
|
$0 | $69,857 | $415,758 |
| CARLA CARRY | MANAGING DIRECTOR, MARKETING & COMMUNICATIONS | 36.00 |
Key Emp
|
$0 | $65,089 | $408,094 |
| COURTNEY NASHAN | MANAGING DIRECTOR ENGAGEMENT | 36.00 |
Key Emp
|
$0 | $60,399 | $400,865 |
| ANDREW PETERSON | MANAGING DIRECTOR INTERNATIONAL | 36.00 |
Key Emp
|
$0 | $65,028 | $367,816 |
| VICKI BAUE | GENERAL COUNSEL | 36.00 |
Key Emp
|
$0 | $44,593 | $336,381 |
| MONIKA MCGUIRE | GENERAL COUNSEL | 36.00 |
Highest
|
$0 | $68,349 | $366,572 |
| STUART KLUGMAN | SR. STAFF FELLOW | 36.00 |
Highest
|
$0 | $42,128 | $321,788 |
| EMILY KESSLER | SR. STAFF FELLOW | 36.00 |
Highest
|
$0 | $41,971 | $316,503 |
| CYNTHIA MACDONALD | SR. STAFF ACTUARY | 36.00 |
Highest
|
$0 | $60,683 | $314,341 |
| TIFFANY BERGER | SR. DIRECTOR, FINANCE & FACILITIES | 36.00 |
Highest
|
$0 | $48,491 | $303,676 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $61,896,814 | $55,635,363 | $70,872,534 | $6,261,451 |
| 2022 | $57,871,223 | $48,085,443 | $55,669,599 | $9,785,780 |
| 2021 | $54,354,624 | $39,645,031 | $48,907,069 | $14,709,593 |
| 2020 | $42,798,462 | $38,443,136 | $31,427,887 | $4,355,326 |
Compare SOCIETY OF ACTUARIES with other nonprofits in Illinois and across the country.