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Employer Identification Number 36-2136422

SOCIETY OF ACTUARIES RESEARCH INSTITUTE is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:SOCIETY OF ACTUARIES RESEARCH INSTITUTE
Employer identification number (EIN):36-2136422
EIN Issuing AuthorityCincinnati, OH
NAIC Classification:611000
401k Pension/Benefits registration SOCIETY OF ACTUARIES RESEARCH INSTITUTE 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementThrough education and research, the SOA advances actuaries as leaders in measuring (See Schedule O) and managing risk to improve financial outcomes for individuals, organizations, and the public. Actuaries are highly sought-after professionals who develop and communicate solutions for complex financial issues.
Number of Employees147
Number of Volunteers3832
Year Formed1948

Organization Governance

Legal DomicileIL
Voting Members - Governing Body23
Voting Members - Independent23

Organization Financials

2023-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 3,650
Program Service Revenue from current yearUSD $ 157,358
Investment Income from prior yearUSD $ -508,686
Investment Income from current yearUSD $ -58,931
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 30,895,612
Net assets / fund balances at end of fiscal yearUSD $ 38,938,070
Net assets / fund balances at beginning of fiscal yearUSD $ 41,455,462
Total liabilities at end of fiscal yearUSD $ 2,805,269
Total liabilities at beginning of fiscal yearUSD $ 5,881,051
Total assets at end of fiscal yearUSD $ 41,743,339
Total assets at beginning of fiscal yearUSD $ 47,336,513
Revenues less expenses for current yearUSD $ -7,054,186
Revenues less expenses for previous yearUSD $ -8,362,119
Total expenses for current yearUSD $ 8,464,023
Total expenses for previous yearUSD $ 8,244,591
Other expenses in current yearUSD $ 1,971,561
Other expenses in previous yearUSD $ 2,120,928
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,459,997
Employee salary and benefits paid in previous yearUSD $ 4,265,415
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 2,032,465
Grants and similar amounts paid in previous yearUSD $ 1,858,248
Total revenue in current fiscal yearUSD $ 1,409,837
Total revenue in previous fiscal yearUSD $ -117,528
Contributions and grants from current yearUSD $ 1,311,410
Contributions and grants from previous yearUSD $ 387,508
2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 3,650
Investment Income from prior yearUSD $ 2,845,696
Investment Income from current yearUSD $ -508,686
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 25,208,469
Net assets / fund balances at end of fiscal yearUSD $ 41,455,462
Net assets / fund balances at beginning of fiscal yearUSD $ 56,601,216
Total liabilities at end of fiscal yearUSD $ 5,881,051
Total liabilities at beginning of fiscal yearUSD $ 9,412,315
Total assets at end of fiscal yearUSD $ 47,336,513
Total assets at beginning of fiscal yearUSD $ 66,013,531
Revenues less expenses for current yearUSD $ -8,362,119
Revenues less expenses for previous yearUSD $ -4,818,454
Total expenses for current yearUSD $ 8,244,591
Total expenses for previous yearUSD $ 8,074,935
Other expenses in current yearUSD $ 2,120,928
Other expenses in previous yearUSD $ 1,383,265
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,265,415
Employee salary and benefits paid in previous yearUSD $ 4,373,738
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,858,248
Grants and similar amounts paid in previous yearUSD $ 2,317,932
Total revenue in current fiscal yearUSD $ -117,528
Total revenue in previous fiscal yearUSD $ 3,256,481
Contributions and grants from current yearUSD $ 387,508
Contributions and grants from previous yearUSD $ 410,785
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,100,306
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 5,767,779
Investment Income from current yearUSD $ 2,845,696
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 24,404,446
Net assets / fund balances at end of fiscal yearUSD $ 56,601,216
Net assets / fund balances at beginning of fiscal yearUSD $ 60,299,753
Total liabilities at end of fiscal yearUSD $ 9,412,315
Total liabilities at beginning of fiscal yearUSD $ 15,426,111
Total assets at end of fiscal yearUSD $ 66,013,531
Total assets at beginning of fiscal yearUSD $ 75,725,864
Revenues less expenses for current yearUSD $ -4,818,454
Revenues less expenses for previous yearUSD $ 4,689,345
Total expenses for current yearUSD $ 8,074,935
Total expenses for previous yearUSD $ 7,456,537
Other expenses in current yearUSD $ 1,383,265
Other expenses in previous yearUSD $ 1,193,954
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,373,738
Employee salary and benefits paid in previous yearUSD $ 3,898,918
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 2,317,932
Grants and similar amounts paid in previous yearUSD $ 2,363,665
Total revenue in current fiscal yearUSD $ 3,256,481
Total revenue in previous fiscal yearUSD $ 12,145,882
Contributions and grants from current yearUSD $ 410,785
Contributions and grants from previous yearUSD $ 277,797
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 59,038,421
Program Service Revenue from current yearUSD $ 6,100,306
Investment Income from prior yearUSD $ 2,193,246
Investment Income from current yearUSD $ 5,767,779
Other Revenue from prior yearUSD $ 169,316
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 47,257,338
Net assets / fund balances at end of fiscal yearUSD $ 60,299,753
Net assets / fund balances at beginning of fiscal yearUSD $ 54,731,615
Total liabilities at end of fiscal yearUSD $ 15,426,111
Total liabilities at beginning of fiscal yearUSD $ 28,066,729
Total assets at end of fiscal yearUSD $ 75,725,864
Total assets at beginning of fiscal yearUSD $ 82,798,344
Revenues less expenses for current yearUSD $ 4,689,345
Revenues less expenses for previous yearUSD $ 2,024,909
Total expenses for current yearUSD $ 7,456,537
Total expenses for previous yearUSD $ 59,376,074
Other expenses in current yearUSD $ 1,193,954
Other expenses in previous yearUSD $ 36,123,551
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,898,918
Employee salary and benefits paid in previous yearUSD $ 20,825,384
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 2,363,665
Grants and similar amounts paid in previous yearUSD $ 2,427,139
Total revenue in current fiscal yearUSD $ 12,145,882
Total revenue in previous fiscal yearUSD $ 61,400,983
Contributions and grants from current yearUSD $ 277,797
Contributions and grants from previous yearUSD $ 0
2019-12-31
Total unrelated business incomeUSD $ 150,445
Net unrelated business incomeUSD $ -838
Program Service Revenue from prior yearUSD $ 58,282,436
Program Service Revenue from current yearUSD $ 59,038,421
Investment Income from prior yearUSD $ 3,327,096
Investment Income from current yearUSD $ 2,193,246
Other Revenue from prior yearUSD $ 172,636
Other Revenue from current yearUSD $ 169,316
Gross receipts from all sourcesUSD $ 72,462,183
Net assets / fund balances at end of fiscal yearUSD $ 54,731,615
Net assets / fund balances at beginning of fiscal yearUSD $ 53,769,463
Total liabilities at end of fiscal yearUSD $ 28,066,729
Total liabilities at beginning of fiscal yearUSD $ 20,431,205
Total assets at end of fiscal yearUSD $ 82,798,344
Total assets at beginning of fiscal yearUSD $ 74,200,668
Revenues less expenses for current yearUSD $ 2,024,909
Revenues less expenses for previous yearUSD $ 4,337,509
Total expenses for current yearUSD $ 59,376,074
Total expenses for previous yearUSD $ 57,444,659
Other expenses in current yearUSD $ 36,123,551
Other expenses in previous yearUSD $ 34,831,931
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 20,825,384
Employee salary and benefits paid in previous yearUSD $ 19,643,073
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 2,427,139
Grants and similar amounts paid in previous yearUSD $ 2,969,655
Total revenue in current fiscal yearUSD $ 61,400,983
Total revenue in previous fiscal yearUSD $ 61,782,168
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 150,445
2018-12-31
Total unrelated business incomeUSD $ 155,327
Net unrelated business incomeUSD $ 28,798
Program Service Revenue from prior yearUSD $ 59,059,019
Program Service Revenue from current yearUSD $ 58,282,436
Investment Income from prior yearUSD $ 2,907,260
Investment Income from current yearUSD $ 3,327,096
Other Revenue from prior yearUSD $ 201,748
Other Revenue from current yearUSD $ 172,636
Gross receipts from all sourcesUSD $ 76,746,014
Net assets / fund balances at end of fiscal yearUSD $ 53,769,463
Net assets / fund balances at beginning of fiscal yearUSD $ 55,174,478
Total liabilities at end of fiscal yearUSD $ 20,431,205
Total liabilities at beginning of fiscal yearUSD $ 19,363,253
Total assets at end of fiscal yearUSD $ 74,200,668
Total assets at beginning of fiscal yearUSD $ 74,537,731
Revenues less expenses for current yearUSD $ 4,337,509
Revenues less expenses for previous yearUSD $ 5,008,241
Total expenses for current yearUSD $ 57,444,659
Total expenses for previous yearUSD $ 57,159,786
Other expenses in current yearUSD $ 34,831,931
Other expenses in previous yearUSD $ 35,617,474
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 19,643,073
Employee salary and benefits paid in previous yearUSD $ 18,963,837
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 2,969,655
Grants and similar amounts paid in previous yearUSD $ 2,578,475
Total revenue in current fiscal yearUSD $ 61,782,168
Total revenue in previous fiscal yearUSD $ 62,168,027
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 155,327
2017-12-31
Total unrelated business incomeUSD $ 183,004
Net unrelated business incomeUSD $ 46,052
Program Service Revenue from prior yearUSD $ 53,214,943
Program Service Revenue from current yearUSD $ 59,059,019
Investment Income from prior yearUSD $ 1,690,322
Investment Income from current yearUSD $ 2,907,260
Other Revenue from prior yearUSD $ 264,375
Other Revenue from current yearUSD $ 201,748
Gross receipts from all sourcesUSD $ 72,880,796
Net assets / fund balances at end of fiscal yearUSD $ 55,174,478
Net assets / fund balances at beginning of fiscal yearUSD $ 47,623,955
Total liabilities at end of fiscal yearUSD $ 19,363,253
Total liabilities at beginning of fiscal yearUSD $ 17,740,565
Total assets at end of fiscal yearUSD $ 74,537,731
Total assets at beginning of fiscal yearUSD $ 65,364,520
Revenues less expenses for current yearUSD $ 5,008,241
Revenues less expenses for previous yearUSD $ 346,986
Total expenses for current yearUSD $ 57,159,786
Total expenses for previous yearUSD $ 54,822,654
Other expenses in current yearUSD $ 35,617,474
Other expenses in previous yearUSD $ 33,423,587
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 18,963,837
Employee salary and benefits paid in previous yearUSD $ 18,101,751
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 2,578,475
Grants and similar amounts paid in previous yearUSD $ 3,297,316
Total revenue in current fiscal yearUSD $ 62,168,027
Total revenue in previous fiscal yearUSD $ 55,169,640
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 183,004
2016-12-31
Total unrelated business incomeUSD $ 242,055
Net unrelated business incomeUSD $ 77,536
Program Service Revenue from prior yearUSD $ 51,154,773
Program Service Revenue from current yearUSD $ 53,214,943
Investment Income from prior yearUSD $ 1,666,762
Investment Income from current yearUSD $ 1,690,322
Other Revenue from prior yearUSD $ 261,216
Other Revenue from current yearUSD $ 264,375
Gross receipts from all sourcesUSD $ 108,580,702
Net assets / fund balances at end of fiscal yearUSD $ 47,623,955
Net assets / fund balances at beginning of fiscal yearUSD $ 46,353,711
Total liabilities at end of fiscal yearUSD $ 17,740,565
Total liabilities at beginning of fiscal yearUSD $ 16,939,224
Total assets at end of fiscal yearUSD $ 65,364,520
Total assets at beginning of fiscal yearUSD $ 63,292,935
Revenues less expenses for current yearUSD $ 346,986
Revenues less expenses for previous yearUSD $ 1,453,834
Total expenses for current yearUSD $ 54,822,654
Total expenses for previous yearUSD $ 51,628,917
Other expenses in current yearUSD $ 33,423,587
Other expenses in previous yearUSD $ 32,087,973
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 18,101,751
Employee salary and benefits paid in previous yearUSD $ 17,292,341
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 3,297,316
Grants and similar amounts paid in previous yearUSD $ 2,248,603
Total revenue in current fiscal yearUSD $ 55,169,640
Total revenue in previous fiscal yearUSD $ 53,082,751
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 250,244
2015-12-31
Total unrelated business incomeUSD $ 238,064
Net unrelated business incomeUSD $ 77,186
Program Service Revenue from prior yearUSD $ 49,960,536
Program Service Revenue from current yearUSD $ 51,154,773
Investment Income from prior yearUSD $ 1,238,353
Investment Income from current yearUSD $ 1,666,762
Other Revenue from prior yearUSD $ 230,071
Other Revenue from current yearUSD $ 261,216
Gross receipts from all sourcesUSD $ 68,266,997
Net assets / fund balances at end of fiscal yearUSD $ 46,353,711
Net assets / fund balances at beginning of fiscal yearUSD $ 46,194,501
Total liabilities at end of fiscal yearUSD $ 16,939,224
Total liabilities at beginning of fiscal yearUSD $ 16,378,836
Total assets at end of fiscal yearUSD $ 63,292,935
Total assets at beginning of fiscal yearUSD $ 62,573,337
Revenues less expenses for current yearUSD $ 1,453,834
Revenues less expenses for previous yearUSD $ 3,608,665
Total expenses for current yearUSD $ 51,628,917
Total expenses for previous yearUSD $ 47,820,295
Other expenses in current yearUSD $ 32,087,973
Other expenses in previous yearUSD $ 30,300,417
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 17,292,341
Employee salary and benefits paid in previous yearUSD $ 15,253,306
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 2,248,603
Grants and similar amounts paid in previous yearUSD $ 2,266,572
Total revenue in current fiscal yearUSD $ 53,082,751
Total revenue in previous fiscal yearUSD $ 51,428,960
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 238,064

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 362136422

USA Mailing Address
475 N. MARTINGALE ROAD, SUITE 600
SCHAUMBURG
IL
60173
Date first seen: 2007-01-01
Date last seen: 2025-11-22
USA Mailing Address
475 N MARTINGALE ROAD, SUITE 600
SCHAUMBURG
IL
601732405
Date first seen: 2010-10-14
Date last seen: 2012-10-13
USA Mailing Address
475 N Martingale Road No 600
Schaumburg
IL
601732252
Date first seen: 2014-11-05
Date last seen: 2023-11-06
USA Mailing Address
8770 W BRYN MAWR AVE 1000
CHICAGO
IL
60631
Date first seen: 2007-01-01
Date last seen: 2025-05-31
USA Mailing Address
8770 W BRYN MAWR AVE
SUITE 1000
CHICAGO
IL
60603
Date first seen: 2007-01-01
Date last seen: 2026-01-05
USA Mailing Address
475 NORTH MARTINGALE, SUITE 600
SCHAUMBURG
IL
60173
Date first seen: 2007-01-01
Date last seen: 2025-10-03
USA Mailing Address
8770 WEST BRYN MAWR AVE, SUITE 1000
CHICAGO
IL
60631
Date first seen: 2007-01-01
Date last seen: 2026-01-08

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The following companies are located in the same ZIP code areas:

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