Society of Actuaries Professional Association
Society of Actuaries Professional Association's network
23 people8 organisationsi23 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (23). Violet dotted lines (29) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
23 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 23 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Amanda HUG | President | 2020 | 6 yrs |
| Daniel Pribe | Board Member | 2023 | 3 yrs |
| David Boettcher | Board Member | 2024 | 2 yrs |
| David Dillon | President-Elect | 2020 | 6 yrs |
| David Ingram | Board Member | 2022 | 4 yrs |
| Gabriela Dieguez | Board Member | 2023 | 3 yrs |
| Hans Wagner | Board Member | 2024 | 2 yrs |
| Ian Duncan | Board Member | 2022 | 4 yrs |
| Jackie Lee | Board Member | 2023 | 3 yrs |
| John Robinson | President | 2022 | 4 yrs |
| JON WU | Board Member | 2024 | 2 yrs |
| Karen Anway | Board Member | 2024 | 2 yrs |
| Karen Burnett | Board Member | 2022 | 4 yrs |
| Kelly Rabin | Board Member | 2022 | 4 yrs |
| Lisa Kuklinski | Board Member | 2020 | 6 yrs |
| Mary Beth Ramsay (also filed as Mary Ramsay) | Board Member | 2022 | 4 yrs |
| Melody Prangley | Board Member | 2022 | 4 yrs |
| Mercy YAN | Board Member | 2023 | 3 yrs |
| Sara Goldberg | Board Member | 2022 | 4 yrs |
| Sherry Chan | Board Member | 2023 | 3 yrs |
| SI XIE | Board Member | 2022 | 4 yrs |
| TIM Rozar | Past President | 2022 | 4 yrs |
| Ying Zhao | Secretary/Treasurer | 2020 | 6 yrs |
Officers and senior leadership
25 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alice Locatelli | Managing Director of Experience | 2024 |
| Andrew Peterson | Sr. Director, International | since 2020 |
| Ann Weber | Government Affairs Director | 2020 |
| Anna Clarke | Sr. Director, Marketing - Part Year | since 2020 |
| Anna Kacprzyk-Abel | Sr. Director, Pd & Meetings | 2022 |
| Carla Carry | Managing Director, Marketing & Communications | since 2023 |
| Carol Kozlowski | Sr. Director, HR | 2020 |
| Courtney Nashan | Sr Director Engagement | since 2022 |
| Cynthia Macdonald | Sr. Staff Actuary | since 2020 |
| Emily Kessler | Sr. Staff Fellow | since 2020 |
| Greg Heidrich | CEO | since 2020 |
| Joseph Wurzburger | Sr. Director, Strategy | since 2020 |
| Kenneth Guthrie | Managing Director Education | since 2020 |
| Lisa Schilling | Staff Actuary | 2020 |
| Michael Boot | Managing Director, Engagement | 2020 |
| Monika McGuire | General Counsel | since 2022 |
| R Dale Hall | Managing Director Research | since 2020 |
| Richard Veys | General Counsel | 2020 |
| Rose B Fealy | COO/CFO | since 2022 |
| Stacy LIN | Deputy CEO/CFO - Part Year | since 2020 |
| Stuart Klugman | Sr. Staff Fellow | since 2020 |
| Tiffany Berger | Sr. Director, Finance & Facilities | since 2022 |
| Tiffany Stamm | Sr. Director, Finance & Facilities | 2024 |
| Timothy Moberly | Sr. Director, Its | since 2020 |
| Vicki Baue | General Counsel | since 2023 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| David Dillon | President-Elect | 1 | $0 | ||
| Amanda Hug | President | 1 | $0 | ||
| John Robinson | President | 1 | $0 | ||
| Tim Rozar | Past President | 1 | $0 | ||
| Ying Zhao | Secretary/Treasurer | 1 | $0 | ||
| Karen Anway | Board Member | 1 | $0 | ||
| David Boettcher | Board Member | 1 | $0 | ||
| Karen Burnett | Board Member | 1 | $0 | ||
| Sherry Chan | Board Member | 1 | $0 | ||
| Gabriela Dieguez | Board Member | 1 | $0 | ||
| Ian Duncan | Board Member | 1 | $0 | ||
| Sara Goldberg | Board Member | 1 | $0 | ||
| David Ingram | Board Member | 1 | $0 | ||
| Lisa Kuklinski | Board Member | 1 | $0 | ||
| Jackie Lee | Board Member | 1 | $0 | ||
| Melody Prangley | Board Member | 1 | $0 | ||
| Daniel Pribe | Board Member | 1 | $0 | ||
| Kelly Rabin | Board Member | 1 | $0 | ||
| Mary Beth Ramsay | Board Member | 1 | $0 | ||
| Hans Wagner | Board Member | 1 | $0 | ||
| Jon Wu | Board Member | 1 | $0 | ||
| Si Xie | Board Member | 1 | $0 | ||
| Mercy Yan | Board Member | 1 | $0 | ||
| Greg Heidrich | CEO | 36 | $0 | $762k | $90k |
| Rose B Fealy | COO/CFO | 36 | $0 | $496k | $49k |
| R Dale Hall | Managing Director Research | 36 | $0 | $428k | $80k |
| Ken Guthrie | Managing Director Education | 36 | $0 | $434k | $80k |
| Courtney Nashan | Managing Director Engagement | 36 | $0 | $363k | $73k |
| Joseph Wurzburger | Managing Director,Strategy | 36 | $0 | $358k | $73k |
| Vicki Baue | General Counsel | 36 | $0 | $384k | $48k |
| Carla Carry | Managing Director, Marketing | 36 | $0 | $332k | $70k |
| Andrew Peterson | Managing Director International | 36 | $0 | $302k | $67k |
| Alice Locatelli | Managing Director of Experience | 36 | $0 | $296k | $32k |
| Monika McGuire | General Counsel | 36 | $0 | $290k | $69k |
| Stuart Klugman | Sr. Staff Fellow | 36 | $0 | $301k | $45k |
| Emily Kessler | Sr. Staff Fellow | 36 | $0 | $291k | $44k |
| Tiffany Stamm | Sr. Director, Finance & Facilities | 36 | $0 | $264k | $51k |
| Timothy Moberly | Senior Director, Its | 36 | $0 | $247k | $61k |
About
- Legal name
- Society of Actuaries Professional Association
- EIN
- 834526499
- Address
- 8770 W Bryn Mawr Ave Ste 1000, Chicago, IL, 60631-3516
- State
- Illinois
- Mission
- Through education and research, the soa advances actuaries as leaders in measuring and managing risk to improve financial outcomes for individuals, organizations, and the public. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 9 (IRS master file code)
- Formed
- 2020
- Principal officer
- Gregory Heidrich (as named on the Form 990)
- IRS ruling date
- 1 June 2019
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 4, latest 2024
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥6years on the filingsAmanda HUG
≥6years on the filingsDavid Dillon
≥6years on the filingsLisa Kuklinski
≥6years on the filingsYing Zhao
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $88.9m
- Total liabilities
- $37.4m
- Net assets or fund balances
- $51.5m
- Contributions and grants received
- $0
- Program service revenue
- $66.3m
- Grants and similar paid out
- $1.1m
- Employees
- 0
- Volunteers
- 4,947
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $68.3m | $57.8m | $10.5m |
As filed on the IRS Form 990. US dollars.
Grants paid
5 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Society of Actuaries Research Institute | Research grant & general support | $417k |
| The Actuarial Foundation | Uec de stipend/scholarships & grants | $320k |
| Morgan State University Foundation | Uec de stipend/scholarships & grants | $17k |
| Howard University | Uec de stipend/scholarships & grants | $8k |
| University of Texas El Paso | Uec de stipend/scholarships & grants | $7k |