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Society of Actuaries

Public charity
DBA: % STACY R LIN
Other · CHICAGO, IL · EIN 36-2136422

About

Serving as the reseach ARM of the society of actuaries, the SOA research institute provides ojbective, data-driven research bringing together tried and true practices and future-focused approaches to address societal challenges and business needs.

In care of Stacy R LIN

Donations are tax-deductible
Category
Other
Employees
188
Volunteers
1,400

Financial Snapshot

FY ending 2024-12-31
Revenue
$3.5M
Expenses
$7.1M
Assets
$41.4M
Liabilities
$4.3M

Financial history

$62.2M$31.1M$0
161718192021222324
RevenueExpenses
Latest FY2024: $3.5M · Peak FY2017: $62.2M · Avg: $40.7M

Foreign activity (Schedule F)

Total spent abroad$4.8M
Foreign employees6
Foreign offices4
Foreign partnership interestYes
Foreign trust interestNo
RegionActivitySpent
EAST ASIA AND PACIFIC——
EUROPE——
MIDDLE EAST AND AFRICA——
NORTH AMERICA——
SOUTH AMERICA——
SOUTH ASIA——
CENTRAL AMERICA——

Political & Grant Activity

Campaign Spending
—
Lobbying
—
Grants Given
$1.5M
SOCIETY OF ACTUARIES
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Address

8770 W BRYN MAWR AVE STE 1000
Chicago, IL, 60631-351

Governance

Voting board members23
Independent members23
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardNo

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Initial contract exceptionNo
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.