- Revenue 2024
- $68,295,697
- Expenses 2024
- $57,784,872
As filed
- Subsection
- 06
- NTEE code
- S41
- Classification
- 2000
- Street
- 8770 W BRYN MAWR AVE STE 1000
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
DAVID DILLON
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
AMANDA HUG
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN ROBINSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TIM ROZAR
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
YING ZHAO
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KAREN ANWAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAVID BOETTCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KAREN BURNETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SHERRY CHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GABRIELA DIEGUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
IAN DUNCAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SARA GOLDBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAVID INGRAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LISA KUKLINSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JACKIE LEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MELODY PRANGLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DANIEL PRIBE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KELLY RABIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARY BETH RAMSAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HANS WAGNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JON WU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SI XIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MERCY YAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GREG HEIDRICH
CEO
- Total calculated
- $851,845
- From this org
- $0
- From related orgs
- $761,837
- Other
- $90,008
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $0 + $581,842 related
- Bonus
- $0 + $179,995 related
- Other
- $0
- Deferred
- $0 + $75,731 related
- Nontaxable benefits
- $0 + $14,277 related
- Filer's total
- $0 + $851,845 related
-
ROSE B FEALY
COO/CFO
- Total calculated
- $545,225
- From this org
- $0
- From related orgs
- $495,957
- Other
- $49,268
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $0 + $386,777 related
- Bonus
- $0 + $109,180 related
- Other
- $0
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $14,768 related
- Filer's total
- $0 + $545,225 related
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $68,295,697
- Expenses
- $57,784,872
- Contributions
- $0
- Grants paid
- $1,101,587
-
2023
- Revenue
- $61,896,814
- Expenses
- $55,635,363
- Contributions
- $0
- Grants paid
- $915,234
-
2022
- Revenue
- $57,871,223
- Expenses
- $48,085,443
- Contributions
- $0
- Grants paid
- $921,043
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
2023 RESEARCH GRANT & GENERAL SUPPORT
-
2024 RESEARCH GRANT & GENERAL SUPPORT
-
$320,000
2024 UEC DE STIPEND/SCHOLARSHIPS & GRANTS
-
2022 RESEARCH GRANT & GENERAL SUPPORT
-
ORGANIZATION OF LATINO ACTUARIES
$30,000
2022 DIVERSITY GRANT
-
2023 UEC DE STIPEND/SCHOLARSHIPS & GRANTS
-
2024 UEC DE STIPEND/SCHOLARSHIPS & GRANTS
-
$10,000
2022 DIVERSITY GRANT
-
$8,000
2022 DIVERSITY GRANT
-
$8,000
2023 SCHOLARSHIPS & GRANTS
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$98,223
2024 PROVIDE INCENTIVE FOR AUTHORS TO SUBMIT RELEVANT PAPERS FOR SYMPOSIUM
-
$10,000
2023 Sponsorship of the Living to 100 event
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
SOCIETY OF ACTUARIES RESEARCH INSTITUTE
501(C)(3) · EDUCATIONAL AND RESEARCH ACTIVITIES · IL · controlled entity
-
CAA GLOBAL LIMITED
DELIVERY AND DEVELOPMENT OF THE CERTIFIED ACTUARIAL ANALYST QUALIFICATION · UK
Declared as related by
-
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
HOLDING, CO · IL · income $0 · assets $0
Related corporations and trusts on its 2024 return
-
SOA ASIA-PACIFIC GATEWAY PTE LTD
EDUCATION AND TESTING · SN · 100% owned · share of assets -$156,901 · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.