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Nonprofiteer
← SOCIETY OF ACTUARIES

Form 990 for tax year 2022

Filed by SOCIETY OF ACTUARIES.

Totals

Total revenue
-$117,528
Total expenses
$8,244,591
Contributions and grants received
$387,508
Grants paid
$1,858,248
Program service revenue
$3,650
Investment income
-$508,686
Other revenue
$0
Total assets, end of year
$47,336,513
Total liabilities, end of year
$5,881,051
Net assets or fund balances, end of year
$41,455,462
Program services expenses (Part IX)
$7,500,674
Management and general expenses
$743,917
Fundraising expenses
$0
Program service expenses (Part III)
$7,500,674

Program services were 91.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JENNIFER GILLESPIE

    PRESIDENT & CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROY GOLDMAN

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LISA KUKLINSKI

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN ROBINSON

    PRESIDENT & CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TIM ROZAR

    PRESIDENT-ELECT & VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • YING ZHAO

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KAREN BURNETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ARPITA DAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOSEE DEROY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • IAN DUNCAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT EATON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILLIAM FORNIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SHARON GIFFEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SARA GOLDBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AMANDA HUG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID INGRAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MELODY PRANGLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KELLY RABIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY RAMSAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MERCY UAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NAZIR VALANI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SI XIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • XU XUAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GREG HEIDRICH

    CEO

    Total calculated
    $798,574
    From this org
    $713,016
    From related orgs
    $0
    Other
    $85,558
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $552,709
    Bonus
    $160,307
    Other
    $0
    Deferred
    $71,383
    Nontaxable benefits
    $14,175
    Filer's total
    $798,574

  • ROSE B FEALY

    CAFO

    Total calculated
    $317,268
    From this org
    $277,753
    From related orgs
    $0
    Other
    $39,515
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $277,599
    Bonus
    $154
    Other
    $0
    Deferred
    $28,125
    Nontaxable benefits
    $11,390
    Filer's total
    $317,268

  • STACY LIN

    DEPUTY CEO/CFO - PART YEAR

    Total calculated
    $188,027
    From this org
    $160,909
    From related orgs
    $0
    Other
    $27,118
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $80,909
    Bonus
    $80,000
    Other
    $0
    Deferred
    $17,023
    Nontaxable benefits
    $10,095
    Filer's total
    $188,027

  • R DALE HALL

    MANAGING DIRECTOR RESEARCH

    Total calculated
    $475,979
    From this org
    $400,261
    From related orgs
    $0
    Other
    $75,718
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $319,954
    Bonus
    $80,307
    Other
    $0
    Deferred
    $41,270
    Nontaxable benefits
    $34,448
    Filer's total
    $475,979

  • KEN GUTHRIE

    MANAGING DIRECTOR EDUCATION

    Total calculated
    $463,580
    From this org
    $389,112
    From related orgs
    $0
    Other
    $74,468
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $311,805
    Bonus
    $77,307
    Other
    $0
    Deferred
    $39,901
    Nontaxable benefits
    $34,567
    Filer's total
    $463,580

  • JOSEPH WURZBURGER

    SR. DIRECTOR, STRATEGY

    Total calculated
    $359,044
    From this org
    $294,004
    From related orgs
    $0
    Other
    $65,040
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $256,197
    Bonus
    $37,807
    Other
    $0
    Deferred
    $30,750
    Nontaxable benefits
    $34,290
    Filer's total
    $359,044

  • COURTNEY NASHAN

    SR DIRECTOR ENGAGEMENT

    Total calculated
    $354,926
    From this org
    $300,333
    From related orgs
    $0
    Other
    $54,593
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $265,526
    Bonus
    $34,807
    Other
    $0
    Deferred
    $30,450
    Nontaxable benefits
    $24,143
    Filer's total
    $354,926

  • ANDREW PETERSON

    SR. DIRECTOR, INTERNATIONAL

    Total calculated
    $330,421
    From this org
    $268,269
    From related orgs
    $0
    Other
    $62,152
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $231,962
    Bonus
    $36,307
    Other
    $0
    Deferred
    $28,094
    Nontaxable benefits
    $34,058
    Filer's total
    $330,421

  • TIMOTHY MOBERLY

    SR. DIRECTOR, ITS

    Total calculated
    $300,360
    From this org
    $241,438
    From related orgs
    $0
    Other
    $58,922
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $207,131
    Bonus
    $34,307
    Other
    $0
    Deferred
    $25,085
    Nontaxable benefits
    $33,837
    Filer's total
    $300,360

  • ANNA CLARKE

    SR. DIRECTOR, MARKETING - PART YEAR

    Total calculated
    $175,388
    From this org
    $165,882
    From related orgs
    $0
    Other
    $9,506
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $60,409
    Bonus
    $0
    Other
    $105,473
    Deferred
    $6,077
    Nontaxable benefits
    $3,429
    Filer's total
    $175,388

  • MONIKA MCGUIRE

    GENERAL COUNSEL

    Total calculated
    $338,017
    From this org
    $273,098
    From related orgs
    $0
    Other
    $64,919
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $244,664
    Bonus
    $28,434
    Other
    $0
    Deferred
    $28,423
    Nontaxable benefits
    $36,496
    Filer's total
    $338,017

  • STUART KLUGMAN

    SR. STAFF FELLOW

    Total calculated
    $311,040
    From this org
    $270,606
    From related orgs
    $0
    Other
    $40,434
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $235,799
    Bonus
    $34,807
    Other
    $0
    Deferred
    $27,088
    Nontaxable benefits
    $13,346
    Filer's total
    $311,040

  • EMILY KESSLER

    SR. STAFF FELLOW

    Total calculated
    $302,258
    From this org
    $262,177
    From related orgs
    $0
    Other
    $40,081
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $233,370
    Bonus
    $28,807
    Other
    $0
    Deferred
    $26,221
    Nontaxable benefits
    $13,860
    Filer's total
    $302,258

  • TIFFANY BERGER

    SR. DIRECTOR, FINANCE & FACILITIES

    Total calculated
    $275,030
    From this org
    $228,869
    From related orgs
    $0
    Other
    $46,161
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $197,562
    Bonus
    $31,307
    Other
    $0
    Deferred
    $24,020
    Nontaxable benefits
    $22,141
    Filer's total
    $275,030

  • ANNA KACPRZYK-ABEL

    SR. DIRECTOR, PD & MEETINGS

    Total calculated
    $223,964
    From this org
    $181,834
    From related orgs
    $0
    Other
    $42,130
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $154,530
    Bonus
    $27,304
    Other
    $0
    Deferred
    $18,869
    Nontaxable benefits
    $23,261
    Filer's total
    $223,964

  • RICHARD VEYS

    GENERAL COUNSEL

    Total calculated
    $159,471
    From this org
    $157,150
    From related orgs
    $0
    Other
    $2,321
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $23,206
    Bonus
    $0
    Other
    $133,944
    Deferred
    $2,321
    Nontaxable benefits
    $0
    Filer's total
    $159,471

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE LESSER OF FIRST CLASS OR BUSINESS CLASS TRAVEL IS ALLOWED ON FLIGHTS LONGER THAN 7 HOURS AND OUTSIDE OF THE US AND CANADA. IT IS A REIMBURSABLE BUSINESS EXPENSE AND THEREFORE, NOT TAXABLE COMPENSATION. SPOUSAL TRAVEL IS ALLOWED FOR THE PAST-PRESIDENT, PRESIDENT, PRESIDENT-ELECT, AND SECRETARY/TREASURER AND IS TREATED AS TAXABLE COMPENSATION. IN ORDER TO PROMOTE A HEALTHY LIFESTYLE, HEALTH CLUB DUES ARE PROVIDED UP TO $200 PER CALENDAR YEAR AND ARE TREATED AS TAXABLE COMPENSATION.
PART I, LINES 4A-B
RECEIVED SEVERANCE PAYMENT: ANNA CLARK - $105,473 RICHARD VEYS - $133,944 RECEIVED PAYMENT FROM NON-QUALIFIED RETIREMENT PLAN: GREG HEIDRICH: $20,383
PART I, LINE 7
ANNUAL BONUSES ARE DETERMINED BY PRESET PERCENTAGES BY SALARY GRADES. THE CEO, DEPUTY CEO, AND LEADERSHIP TEAM HAVE DISCRETION OVER WHICH PERCENTAGE, WITHIN THE RANGE, IS USED TO DETERMINE BONUSES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
30 October 2023
IRS schema version
2022v5.0
Source object
202343109349303079

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.