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Society Of Actuaries

  • Chicago, IL
  • Tax-exempt since Nov. 1952
  • EIN: 36-2136422

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.

Summary charts: organization finances over time

Revenue
$1.41M (2023)

Expenses
$8.46M (2023)

Total Assets
$41.7M (2023)

Total Liabilities
$2.81M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,409,837
Expenses
$8,464,023
Net Income
-$7,054,186
Net Assets
$38,938,070
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,311,410
93.0%
Program Services $157,358
11.2%
Investment Income $754,617
53.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$813,548
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $461,293
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,087,118
36.5%
Assets/Debt
Total Assets $41,743,339
Total Liabilities $2,805,269
Net Assets $38,938,070
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Greg Heidrich (Ceo) $744,985 $0 $88,522
Rose B Fealy (Cafo) $428,972 $0 $56,424
R Dale Hall (Managing Director Research) $411,283 $0 $76,925
Ken Guthrie (Managing Director Education) $404,814 $0 $76,211
Joseph Wurzburger (Managing Director Strategy) $345,901 $0 $69,857
Carla Carry (Managing Director Marketing & Communications) $343,005 $0 $65,089
Courtney Nashan (Managing Director Engagement) $340,466 $0 $60,399
Andrew Peterson (Managing Director International) $302,788 $0 $65,028
Monika Mcguire (General Counsel) $298,223 $0 $68,349
Vicki Baue (General Counsel) $291,788 $0 $44,593
Stuart Klugman (Sr. Staff Fellow) $279,660 $0 $42,128
Emily Kessler (Sr. Staff Fellow) $274,532 $0 $41,971
Tiffany Berger (Sr. Director, Finance & Facilities) $255,185 $0 $48,491
Cynthia Macdonald (Sr. Staff Actuary) $253,658 $0 $60,683
Jennifer Gillespie (Past President) $0 $0 $0
John Robinson (President & Chair) $0 $0 $0
Tim Rozar (President Elect & Vice Chair) $0 $0 $0
Ying Zhao (Secretary/Treasurer) $0 $0 $0
Amanda Hug (Board Member) $0 $0 $0
Arpita Das (Board Member) $0 $0 $0
Daniel Pribe (Board Member) $0 $0 $0
David Ingram (Board Member) $0 $0 $0
Gabriela Dieguez (Board Member) $0 $0 $0
Ian Duncan (Board Member) $0 $0 $0
Jackie Lee (Board Member) $0 $0 $0
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990
Filed on Nov. 5, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$117,528
Expenses
$8,244,591
Net Income
-$8,362,119
Net Assets
$41,455,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $387,508
Program Services $3,650
Investment Income $1,268,204
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,776,890
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $439,498
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,941,256
35.7%
Assets/Debt
Total Assets $47,336,513
Total Liabilities $5,881,051
Net Assets $41,455,462
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Greg Heidrich (Ceo) $713,016 $0 $85,558
R Dale Hall (Managing Director Research) $400,261 $0 $75,718
Ken Guthrie (Managing Director Education) $389,112 $0 $74,468
Courtney Nashan (Sr Director Engagement) $300,333 $0 $54,593
Joseph Wurzburger (Sr. Director, Strategy) $294,004 $0 $65,040
Rose B Fealy (Cafo) $277,753 $0 $39,515
Monika Mcguire (General Counsel) $273,098 $0 $64,919
Stuart Klugman (Sr. Staff Fellow) $270,606 $0 $40,434
Andrew Peterson (Sr. Director, International) $268,269 $0 $62,152
Emily Kessler (Sr. Staff Fellow) $262,177 $0 $40,081
Timothy Moberly (Sr. Director, Its) $241,438 $0 $58,922
Tiffany Berger (Sr. Director, Finance & Facilities) $228,869 $0 $46,161
Anna Kacprzyk Abel (Sr. Director, Pd & Meetings) $181,834 $0 $42,130
Anna Clarke (Sr. Director, Marketing Part Year) $165,882 $0 $9,506
Stacy Lin (Deputy Ceo/Cfo Part Year) $160,909 $0 $27,118
Richard Veys (General Counsel) $157,150 $0 $2,321
Jennifer Gillespie (President & Chair) $0 $0 $0
Roy Goldman (Past President) $0 $0 $0
Lisa Kuklinski (Secretary/Treasurer) $0 $0 $0
John Robinson (President & Chair) $0 $0 $0
Tim Rozar (President Elect & Vice Chair) $0 $0 $0
Ying Zhao (Secretary/Treasurer) $0 $0 $0
Karen Burnett (Board Member) $0 $0 $0
Arpita Das (Board Member) $0 $0 $0
Josee Deroy (Board Member) $0 $0 $0
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990
Filed on Nov. 6, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,256,481
Expenses
$8,074,935
Net Income
-$4,818,454
Net Assets
$56,601,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $410,785
12.6%
Program Services $0
Investment Income $1,642,898
50.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,202,798
36.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $866,913
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,654,832
32.9%
Assets/Debt
Total Assets $66,013,531
Total Liabilities $9,412,315
Net Assets $56,601,216
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Greg Heidrich (Ceo) $732,791 $0 $61,891
Stacy Lin (Deputy Ceo/Cfo) $420,990 $0 $75,371
R Dale Hall (Managing Director Research) $375,980 $0 $70,844
Ken Guthrie (Managing Director Education) $369,850 $0 $70,068
Michael Boot (Managing Director, Engagement) $331,016 $0 $53,634
Richard Veys (General Counsel) $324,749 $0 $57,285
Andrew Peterson (Sr. Director, International) $265,848 $0 $59,378
Stuart Klugman (Sr Staff Fellow) $265,019 $0 $38,925
Emily Kessler (Sr Staff Fellow) $261,018 $0 $39,202
Joseph Wurzburger (Sr. Director, Strategy) $255,363 $0 $58,507
Timothy Moberly (Sr. Director, Its) $246,894 $0 $47,457
Anna Clarke (Sr. Director, Marketing) $245,093 $0 $37,774
Lisa Schilling (Sr Staff Fellow) $238,526 $0 $25,731
Cynthia Macdonald (Sr. Director, Experience Studies) $236,894 $0 $56,284
Monika Mcguire (General Counsel) $229,726 $0 $58,143
Courtney Nashan (Sr Director Engagement) $214,525 $0 $44,383
William Fornia (Secretary/Treasurer) $0 $0 $0
Jennifer Gillespie (President) $0 $0 $0
Roy Goldman (Past President) $0 $0 $0
Lisa Kuklinski (Secretary/Treasurer) $0 $0 $0
Andy Rallis (President) $0 $0 $0
John Robinson (President Elect) $0 $0 $0
Julie Curtis (Board Member) $0 $0 $0
Arpita Das (Board Member) $0 $0 $0
Josee Deroy (Board Member) $0 $0 $0
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990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,145,882
Expenses
$7,456,537
Net Income
$4,689,345
Net Assets
$60,299,753
Notable Sources of Revenue Percent of Total Revenue
Contributions $277,797
2.3%
Program Services $6,100,306
50.2%
Investment Income $1,361,159
11.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,406,620
36.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $411,763
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,751,488
36.9%
Assets/Debt
Total Assets $75,725,864
Total Liabilities $15,426,111
Net Assets $60,299,753
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Greg Heidrich (Ceo) $657,262 $0 $61,569
Stacy Lin (Deputy Ceo/Cfo) $394,956 $0 $72,736
R Dale Hall (Managing Director Research) $353,688 $0 $68,418
Kenneth Guthrie (Managing Director Education) $346,142 $0 $67,434
Richard Veys (General Counsel) $321,048 $0 $45,374
Michael Boot (Managing Director, Engagement) $311,762 $0 $52,468
Stuart Klugman (Sr Staff Actuary) $256,828 $0 $38,165
Andrew Peterson (Sr. Director, International) $255,482 $0 $58,217
Emily Kessler (Sr Staff Actuary) $249,572 $0 $38,152
Lisa Schilling (Staff Actuary) $230,824 $0 $24,863
Ann Weber (Government Affairs Director) $229,862 $0 $57,292
Cynthia Macdonald (Sr. Director, Experience Studies) $228,280 $0 $53,547
Joseph Wurzburger (Sr. Director, Innovation) $227,942 $0 $55,114
Timothy Moberly (Sr. Director, Its) $224,040 $0 $44,386
Carol Kozlowski (Sr. Director, Hr) $219,028 $0 $32,735
Anna Clarke (Sr. Director, Marketing) $213,128 $0 $34,706
Patrick Gould (Managing Director, Marketing) $136,947 $0 $0
Sue Blanck (Board Member) $0 $0 $0
Julie Curtis (Board Member) $0 $0 $0
Arpita Das (Board Member) $0 $0 $0
Josee Deroy (Board Member) $0 $0 $0
David Dillon (Board Member) $0 $0 $0
Robert Eaton (Board Member) $0 $0 $0
William B Fornia (Secretary/Treasurer) $0 $0 $0
Sharon Giffen (Board Member) $0 $0 $0
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990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,400,983
Expenses
$59,376,074
Net Income
$2,024,909
Net Assets
$54,731,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,038,421
96.2%
Investment Income $1,902,114
3.1%
Bond Proceeds $0
Royalties $18,871
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $291,132
0.5%
Net Inventory Sales $0
Other Revenue $150,445
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,945,072
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,798,344
Total Liabilities $28,066,729
Net Assets $54,731,615
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Gregory Heidrich (Executive Director) $719,591 $0 $59,485
Stacy D R Lin (Deputy Ed/Cfo) $427,482 $0 $74,212
Kenneth Guthrie (Md Of Education) $378,711 $0 $68,830
R Dale Hall (Md Of Research) $345,019 $0 $65,691
Richard Veys (General Counsel) $337,781 $0 $57,599
Michael Boot (Md Of Spa) $293,620 $0 $50,252
Stuart A Klugman (Sr Staff Actuary) $279,091 $0 $39,962
Emily Kessler (Sr Staff Actuary) $265,838 $0 $39,443
Patrick Gould (Md Of Marketing & Communications) $253,291 $0 $179,934
Andrew Peterson (Md Of International) $247,982 $0 $55,786
Timothy Moberly (Sr. Dir It) $226,197 $0 $56,112
Lisa Schilling (Staff Actuary) $221,484 $0 $23,918
James Glickman (Past President) $18,099 $0 $0
Roy Goldman (President Elect) $1,830 $0 $0
Michael Lombardi (Past President) $1,409 $0 $0
Sue Blanck (Board Member) $0 $0 $0
Andrea Christopherson (Board Member) $0 $0 $0
Julie Curtis (Board Member) $0 $0 $0
David Dillon (Board Member) $0 $0 $0
William B Fornia (Board Member) $0 $0 $0
Jennifer Haid (Board Member) $0 $0 $0
Christine Hofbeck (Secretary/Treasurer) $0 $0 $0
Wendy Liang (Board Member) $0 $0 $0
Terry Long (Board Member) $0 $0 $0
Eileen Luxton (Secretary/Treasurer) $0 $0 $0
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990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,782,168
Expenses
$57,444,659
Net Income
$4,337,509
Net Assets
$53,769,463
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,282,436
94.3%
Investment Income $1,793,533
2.9%
Bond Proceeds $0
Royalties $17,309
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,533,563
2.5%
Net Inventory Sales $0
Other Revenue $155,327
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,569,078
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $74,200,668
Total Liabilities $20,431,205
Net Assets $53,769,463
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Gregory Heidrich (Executive Director) $584,310 $0 $58,768
Stacy D R Lin (Deputy Ed/Cfo) $359,938 $0 $67,491
R Dale Hall (Md Of Research) $327,399 $0 $63,734
Kenneth Guthrie (Md Of Education) $324,496 $0 $63,575
Richard Veys (General Counsel) $291,985 $0 $42,544
Michael Boot (Md Of Spa) $283,383 $0 $49,771
Stuart A Klugman (Sr Staff Actuary) $247,416 $0 $37,500
Emily Kessler (Sr Staff Actuary) $245,276 $0 $37,884
Andrew Peterson (Md Of International) $229,214 $0 $53,953
Cynthia Macdonald (Sr Staff Actuary) $216,499 $0 $52,614
Lisa Schilling (Staff Actuary) $213,099 $0 $23,144
Patrick Gould (Md Of Marketing & Communic) $212,794 $0 $43,732
Michael Lombardi (President) $15,938 $0 $0
James Glickman (President Elect) $6,244 $0 $0
Jeremy Brown (Past President) $2,500 $0 $0
Sue Blanck (Board Member) $0 $0 $0
Andrea Christopherson (Board Member) $0 $0 $0
Julie Curtis (Board Member) $0 $0 $0
Karen Detoro (Board Member) $0 $0 $0
David Dillon (Board Member) $0 $0 $0
William B Fornia (Board Member) $0 $0 $0
Roy Goldman (Board Member) $0 $0 $0
Jennifer Haid (Board Member) $0 $0 $0
Christine Hofbeck (Board Member) $0 $0 $0
Wendy Liang (Board Member) $0 $0 $0
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990
Filed on Nov. 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,168,027
Expenses
$57,159,786
Net Income
$5,008,241
Net Assets
$55,174,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,059,019
95.0%
Investment Income $1,540,981
2.5%
Bond Proceeds $0
Royalties $18,744
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,366,279
2.2%
Net Inventory Sales $0
Other Revenue $183,004
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,495,150
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $74,537,731
Total Liabilities $19,363,253
Net Assets $55,174,478
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Gregory Heidrich (Executive Director) $550,509 $0 $68,893
Stacy D R Lin (Deputy Ed/Cfo) $348,969 $0 $65,679
Kenneth Guthrie (Md Of Education) $313,516 $0 $62,585
R Dale Hall (Md Of Research) $312,535 $0 $61,514
Richard Veys (General Counsel) $290,859 $0 $41,912
Michael Boot (Md Of Spa) $270,716 $0 $48,306
Emily Kessler (Sr Staff Actuary) $250,752 $0 $37,804
Stuart A Klugman (Sr Staff Actuary) $239,553 $0 $35,895
Andrew Peterson (Sr Staff Actuary) $218,733 $0 $51,980
Cynthia Macdonald (Sr Staff Actuary) $209,162 $0 $51,215
Lisa Schilling (Staff Actuary) $206,704 $0 $22,221
Patrick Gould (Md Of Marketing & Communic) $206,529 $0 $43,188
Michael Lombardi (President) $13,874 $0 $0
Jeremy Brown (President) $7,237 $0 $0
Joan Barrett (Board Member) $0 $0 $0
Sue Blanck (Board Member) $0 $0 $0
August Chow (Board Member) $0 $0 $0
Andrea Christopherson (Board Member) $0 $0 $0
Erroll Cramer (Past President) $0 $0 $0
Karen Detoro (Board Member) $0 $0 $0
William B Fornia (Board Member) $0 $0 $0
Gaetano Geretto (Board Member) $0 $0 $0
James Glickman (President Elect) $0 $0 $0
Sara Goldberg (Board Member) $0 $0 $0
Roy Goldman (Board Member) $0 $0 $0
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990
Filed on Nov. 7, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,169,640
Expenses
$54,822,654
Net Income
$346,986
Net Assets
$47,623,955
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $53,214,943
96.5%
Investment Income $1,235,618
2.2%
Bond Proceeds $0
Royalties $14,131
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $454,704
0.8%
Net Inventory Sales $0
Other Revenue $250,244
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,382,389
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $65,364,520
Total Liabilities $17,740,565
Net Assets $47,623,955
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Gregory Heidrich (Executive Director) $513,055 $0 $71,946
Stacy D Lin (Deputy Ed/Cfo) $328,337 $0 $61,430
R Dale Hall (Md Of Research) $302,949 $0 $58,178
Kenneth Guthrie (Md Of Education) $298,390 $0 $58,646
Richard Veys (General Counsel) $280,659 $0 $39,911
Michael Boot (Md Of Spa) $264,869 $0 $46,378
Emily Kessler (Sr Staff Actuary) $246,411 $0 $36,429
Stuart Klugman (Sr Staff Actuary) $232,407 $0 $34,281
Andrew Peterson (Sr Staff Actuary) $209,694 $0 $48,607
Ann Henstrand (Sr Director) $208,446 $0 $39,950
Judith Powills (Sr Director) $204,491 $0 $42,733
Patrick Gould (Md Of Marketing & Communic) $200,179 $0 $40,588
Craig Reynolds (Past President) $15,862 $0 $0
Jeremy Brown (President Elect) $13,212 $0 $0
Michael Lombardi (President Elect) $4,022 $0 $0
Joan Barrett (Vice President) $0 $0 $0
Rowen Bell (Board Member) $0 $0 $0
August Chow (Board Member) $0 $0 $0
Andrea Christopherson (Board Member) $0 $0 $0
Erroll Cramer (Penultimate President) $0 $0 $0
Karen De Toro (Board Member) $0 $0 $0
James Doherty (Board Member) $0 $0 $0
William B Fornia (Board Member) $0 $0 $0
Mark Freedman (Penultimate President) $0 $0 $0
Gaetano Geretto (Vice President) $0 $0 $0
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990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,082,751
Expenses
$51,628,917
Net Income
$1,453,834
Net Assets
$46,353,711
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,154,773
96.4%
Investment Income $1,120,277
2.1%
Bond Proceeds $0
Royalties $23,152
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $546,485
1.0%
Net Inventory Sales $0
Other Revenue $238,064
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,715,974
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $11,484,237
22.2%
Assets/Debt
Total Assets $63,292,935
Total Liabilities $16,939,224
Net Assets $46,353,711
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Gregory Heidrich (Executive Director) $435,909 $0 $69,273
Margaret Ann Jordan (Md Of Strategy) $340,659 $0 $22,361
Stacy D Lin (Deputy Ed/Cfo) $290,926 $0 $54,991
R Dale Hall (Md Of Research) $274,585 $0 $52,639
Kenneth Guthrie (Md Of Education) $270,617 $0 $51,816
Richard Veys (General Counsel) $254,677 $0 $36,072
Michael Boot (Md Of Spa) $241,186 $0 $46,574
Emily Kessler (Sr Staff Actuary) $239,659 $0 $34,616
Stuart Klugman (Sr Staff Actuary) $229,817 $0 $32,836
Cynthia Macdonald (Sr Experience Studies Actuary) $198,425 $0 $44,949
Andrew Peterson (Sr Staff Actuary) $198,246 $0 $44,722
Judith Powills (Sr Director) $197,431 $0 $40,044
Patrick Gould (Md Of Marketing & Communications) $180,460 $0 $36,747
Erroll Cramer (President) $32,018 $0 $0
Craig Reynolds (President) $23,154 $0 $0
Jeremy Brown (President Elect) $1,310 $0 $0
Joan Barrett (Board Member) $0 $0 $0
Rowen Bell (Board Member) $0 $0 $0
August Chow (Board Member) $0 $0 $0
Karen De Toro (Board Member) $0 $0 $0
James Doherty (Board Member) $0 $0 $0
Ian Duncan (Board Member) $0 $0 $0
Andy Ferris (Board Member) $0 $0 $0
Mark Freedman (Penultimate President) $0 $0 $0
Gaetano Geretto (Vice President) $0 $0 $0
See filing for compensation of 24 other people →
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Document Links

990
Filed on Aug. 10, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,428,960
Expenses
$47,820,295
Net Income
$3,608,665
Net Assets
$46,194,501
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,960,536
97.1%
Investment Income $1,182,747
2.3%
Bond Proceeds $0
Royalties $13,404
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $55,606
0.1%
Net Inventory Sales $0
Other Revenue $216,667
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,388,781
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $10,116,421
21.2%
Assets/Debt
Total Assets $62,573,337
Total Liabilities $16,378,836
Net Assets $46,194,501
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Gregory Heidrich (Executive Director) $408,146 $0 $47,077
Stacy D Lin (Deputy Ed/Cfo) $279,467 $0 $46,838
Kenneth Guthrie (Md Of Education) $255,229 $0 $43,632
Richard Veys (General Counsel) $244,383 $0 $34,077
R Dale Hall (Md Of Research) $235,209 $0 $17,463
Michael Boot (Md Of Spa) $233,378 $0 $39,527
Emily Kessler (Sr Staff Actuary) $231,115 $0 $30,363
Margaret Ann Jordan (Md Of Strategy & International) $221,262 $0 $33,334
Stuart Klugman (Sr Staff Actuary) $218,980 $0 $29,181
Andrew Peterson (Sr Staff Actuary) $189,173 $0 $36,242
Cynthia Macdonald (Sr Experience Studies Actuary) $188,091 $0 $36,194
Judith Powills (Sr Director) $187,124 $0 $33,814
Patrick Gould (Md Of Marketing & Comm) $179,567 $0 $29,750
Mark Freedman (President) $29,994 $0 $0
Erroll Cramer (President Elect) $10,450 $0 $0
Joan Barrett (Board Member) $0 $0 $0
Rowen Bell (Board Member) $0 $0 $0
Sue Blanck (Board Member) $0 $0 $0
Jeremy Brown (Board Member) $0 $0 $0
Larry Bruning (Board Member) $0 $0 $0
August Chow (Board Member) $0 $0 $0
James Doherty (Board Member) $0 $0 $0
Ian Duncan (Board Member) $0 $0 $0
Andy Ferris (Board Member) $0 $0 $0
C Ian Genno (Vice President) $0 $0 $0
See filing for compensation of 22 other people →
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Document Links

990
Filed on Aug. 17, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,153,217
Expenses
$45,732,576
Net Income
$4,420,641
Net Assets
$42,622,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,058,016
97.8%
Investment Income $738,633
1.5%
Bond Proceeds $0
Royalties $4,064
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $167,593
0.3%
Net Inventory Sales $0
Other Revenue $184,911
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,949,545
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $8,277,097
18.1%
Assets/Debt
Total Assets $59,542,626
Total Liabilities $16,920,357
Net Assets $42,622,269
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gregory Heidrich (Executive Director) $389,505 $0 $45,115
Stacy Dr Lin (Deputy Ed/Cfo) $266,194 $0 $44,844
Kenneth Guthrie (Md Of Education) $242,481 $0 $41,737
Michael Boot (Md Of Spa) $229,882 $0 $39,128
Richard Veys (General Counsel) $224,221 $0 $30,348
Margaret Ann Jordan (Md Of Strategy & International) $222,946 $0 $33,162
Emily Kessler (Sr. Staff Actuary) $221,014 $0 $29,996
Stuart Klugman (Sr. Staff Actuary) $217,477 $0 $29,418
Andrew Peterson (Staff Actuary) $182,899 $0 $35,508
Cynthia Mac Donald (Sr. Experience Studies Actuary) $180,904 $0 $35,442
Steve Siegel (Staff Actuary) $179,158 $0 $37,089
Patrick Gould (Md Of Marketing And Communications) $176,507 $0 $31,543
Mark Freedman (President) $22,228 $0 $0
Tonya Manning (Past President) $15,668 $0 $0
Errol Cramer (President Elect) $6,449 $0 $0
Joan Barrett (Board Member) $0 $0 $0
Rowen Bell (Board Member) $0 $0 $0
Sue Blanck (Board Member) $0 $0 $0
Jeremy Brown (Board Member) $0 $0 $0
Larry Bruning (Board Member) $0 $0 $0
Daniel Cassidy (Board Member) $0 $0 $0
James Doherty (Board Member) $0 $0 $0
Ian Duncan (Board Member) $0 $0 $0
Andy Ferris (Board Member) $0 $0 $0
C Ian Genno (Vice President) $0 $0 $0
See filing for compensation of 24 other people →
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Document Links

990
Filed on Nov. 5, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,430,130
Expenses
$43,276,551
Net Income
$2,153,579
Net Assets
$37,234,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,836,997
98.7%
Investment Income $591,046
1.3%
Bond Proceeds $0
Royalties $34,876
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$166,897
Net Inventory Sales $0
Other Revenue $134,108
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,139,669
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $8,200,399
18.9%
Assets/Debt
Total Assets $53,082,871
Total Liabilities $15,848,519
Net Assets $37,234,352

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,896,007
Expenses
$39,085,566
Net Income
$3,810,441
Net Assets
$33,679,361
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,166,758
96.0%
Investment Income $525,140
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,027,605
2.4%
Net Inventory Sales $0
Other Revenue $176,504
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,087,154
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $46,123,560
Total Liabilities $12,444,199
Net Assets $33,679,361

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated