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SOCIETY OF ACTUARIES RESEARCH INSTITUTE

CHICAGO, ILEIN: 36-2136422Website

Data sourced from IRS 990 public filings

SOCIETY OF ACTUARIES RESEARCH INSTITUTE EMPHASIZES THE SKILLSET AND THOUGHT LEADERSHIP OF ACTUARIES, AND HELPS PROVIDE (SEE SCHEDULE O) INSIGHTS TO MEMBERS, BUSINESSES, OTHER STAKEHOLDERS AND THE PUBLIC ON SOCIALLY RELEVANT TOPICS.

National
Education & Awareness
General Population
Education Policy & Reform

Annual Revenue

$3,542,693

Known Funders

7

Grants Received

8

Financial History

YearRevenueExpensesAssets
2024$3,542,693$7,122,191$41,388,060
2023$1,409,837$8,464,023$41,743,339
2022-$117,528$8,244,591$47,336,513
2021$3,256,481$8,074,935$66,013,531
2020$12,145,882$7,456,537$75,725,864
2019$61,400,983$59,376,074$82,798,344
2018$61,782,168$57,444,659$74,200,668
2017$62,168,027$57,159,786$74,537,731

Top Funders

$569,410 (2023)
BBR FOUNDATION

PHOENIX, AZ

$210,000 (2023)
$176,184 (2021)
$108,601 (2021)
$44,500 (2022)
CareSource

Dayton, OH

$20,000 (2023)
$15,000 (2024)
$10,000 (2024)

Key Personnel

From 2024 IRS 990 filing

T

TIMOTHY MOBERLY

SENIOR DIRECTOR, ITS

Highest Compensated
T

TIFFANY STAMM

SR. DIRECTOR, FINANCE & FACILITIES

Highest Compensated
E

EMILY KESSLER

SR. STAFF FELLOW

Highest Compensated
S

STUART KLUGMAN

SR. STAFF FELLOW

Highest Compensated
M

MONIKA MCGUIRE

GENERAL COUNSEL

Highest Compensated
A

ALICE LOCATELLI

MANAGING DIRECTOR OF EXPERIENCE

Key Employee
A

ANDREW PETERSON

MANAGING DIRECTOR INTERNATIONAL

Key Employee
C

CARLA CARRY

MANAGING DIRECTOR, MARKETING

Key Employee
V

VICKI BAUE

GENERAL COUNSEL

Key Employee
J

JOSEPH WURZBURGER

MANAGING DIRECTOR,STRATEGY

Key Employee

Showing 10 of 38 key personnel.

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