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Society Of Actuaries Professional Association

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Details

According to its Dec. 2022 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
$57.9M (2022)

Expenses
$48.1M (2022)

Total Assets
$55.7M (2022)

Total Liabilities
$30.3M (2022)

Source: Form 990 tax filings from 2020 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,871,223
Expenses
$48,085,443
Net Income
$9,785,780
Net Assets
$25,319,950
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,566,216
> 100%
Investment Income $850,643
1.5%
Bond Proceeds $0
Royalties $25,637
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,571,273
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,478,220
7.2%
Professional Fundraising Fees $0
Other Salaries and Wages $11,697,148
24.3%
Assets/Debt
Total Assets $55,669,599
Total Liabilities $30,349,649
Net Assets $25,319,950
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
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
Ian Duncan (Board Member) $0 $0 $0
Robert Eaton (Board Member) $0 $0 $0
William Fornia (Board Member) $0 $0 $0
Sharon Giffen (Board Member) $0 $0 $0
Sara Goldberg (Board Member) $0 $0 $0
Amanda Hug (Board Member) $0 $0 $0
David Ingram (Board Member) $0 $0 $0
Melody Prangley (Board Member) $0 $0 $0
Kelly Rabin (Board Member) $0 $0 $0
Mary Ramsay (Board Member) $0 $0 $0
Mercy Uan (Board Member) $0 $0 $0
Nazir Valani (Board Member) $0 $0 $0
Si Xie (Board Member) $0 $0 $0
Xu Xuan (Board Member) $0 $0 $0
Greg Heidrich (Ceo) $0 $713,016 $85,558
Rose B Fealy (Cafo) $0 $277,753 $39,515

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,354,624
Expenses
$39,645,031
Net Income
$14,709,593
Net Assets
$18,283,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,064,156
99.5%
Investment Income $276,915
0.5%
Bond Proceeds $0
Royalties $15,167
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,614
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,588,052
9.1%
Professional Fundraising Fees $0
Other Salaries and Wages $10,988,042
27.7%
Assets/Debt
Total Assets $48,907,069
Total Liabilities $30,623,086
Net Assets $18,283,983
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Greg Heidrich (Ceo) $0 $732,791 $61,891
Stacy Lin (Deputy Ceo/Cfo) $0 $420,990 $75,371
R Dale Hall (Managing Director Research) $0 $375,980 $70,844
Ken Guthrie (Managing Director Education) $0 $369,850 $70,068
Michael Boot (Managing Director, Engagement) $0 $331,016 $53,634
Richard Veys (General Counsel) $0 $324,749 $57,285
Andrew Peterson (Sr. Director, International) $0 $265,848 $59,378
Joseph Wurzburger (Sr. Director, Strategy) $0 $255,363 $58,507
Stuart Klugman (Sr. Staff Fellow) $0 $265,019 $38,925
Emily Kessler (Sr. Staff Fellow) $0 $261,018 $39,202
Timothy Moberly (Sr. Director, Its) $0 $246,894 $47,457
Cynthia Macdonald (Sr. Director, Experience Studies) $0 $236,894 $56,284
Monika Mcguire (General Counsel) $0 $229,726 $58,143
Anna Clarke (Sr. Director, Marketing) $0 $245,093 $37,774
Lisa Schilling (Sr. Staff Fellow) $0 $238,526 $25,731
Courtney Nashan (Sr Director Engagement) $0 $214,525 $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

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,798,462
Expenses
$38,443,136
Net Income
$4,355,326
Net Assets
$3,653,642
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,768,631
99.9%
Investment Income $14,689
0.0%
Bond Proceeds $0
Royalties $15,142
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,705,871
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $10,560,975
27.5%
Assets/Debt
Total Assets $31,427,887
Total Liabilities $27,774,245
Net Assets $3,653,642
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
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
James Glickman (Past President) $0 $0 $0
Jennifer Gillespie (President Elect) $0 $0 $0
Roy Goldman (President) $0 $0 $0
Jennifer Haid (Board Member) $0 $0 $0
Chrstine Hofbeck (Secretary/Treasurer) $0 $0 $0
Amanda Hug (Board Member) $0 $0 $0
Lisa Kuklinski (Board Member) $0 $0 $0
Wendy Liang (Board Member) $0 $0 $0
Terry Long (Board Member) $0 $0 $0
Andrew Rallis (President) $0 $0 $0
David Sandberg (Board Member) $0 $0 $0
Sara Teppema (Board Member) $0 $0 $0
Nazir Valani (Board Member) $0 $0 $0
Ling Ling Wang (Board Member) $0 $0 $0
Xu Xuan (Board Member) $0 $0 $0
Ying Zhao (Board Member) $0 $0 $0
Greg Heidrich (Ceo) $0 $657,262 $61,569

Document Links

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.

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