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SOCIETY OF ACTUARIES

EIN 36-2136422 CHICAGO, IL

Revenue 2024
$3,542,693
Expenses 2024
$7,122,191

Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
2800
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
    $761,837
    From related orgs
    $0
    Other
    $90,008
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $581,842
    Bonus
    $179,995
    Other
    $0
    Deferred
    $75,731
    Nontaxable benefits
    $14,277
    Filer's total
    $851,845

  • ROSE B FEALY

    COO/CFO

    Total calculated
    $545,225
    From this org
    $495,957
    From related orgs
    $0
    Other
    $49,268
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $386,777
    Bonus
    $109,180
    Other
    $0
    Deferred
    $34,500
    Nontaxable benefits
    $14,768
    Filer's total
    $545,225

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
    $3,542,693
    Expenses
    $7,122,191
    Contributions
    $694,436
    Grants paid
    $1,332,001
  • 2023
    Revenue
    $1,409,837
    Expenses
    $8,464,023
    Contributions
    $1,311,410
    Grants paid
    $2,032,465
  • 2022
    Revenue
    -$117,528
    Expenses
    $8,244,591
    Contributions
    $387,508
    Grants paid
    $1,858,248

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

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

Where these grants went next →

Grants received

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

Declared as related by

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

Listed as of 10 September 2026, under deductibility PC.

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.