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Society of Actuaries at a glanceAlso receives grants: funding profile →

· Public charity

Society of Actuaries

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.

$1.1M
Granted FY2024still arriving
5
Grants FY2024still arriving
4
States reached
$417k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Social Science$1.6MEducation$472kHuman Services$62kHealth$22kEmployment$7k
02FY2024 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 5 grants below total $769,436, the rows itemized in this filing. The $1,101,587 headline is the total grant expense on the return; the other $332,151 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k2 grants · $15k
  • $10k–50k1 grant · $17k
  • $250k+2 grants · $737k
$17,000
Median grant
4
States reached
$89M
Total assets
Largest grants
RecipientAmount
SOCIETY OF ACTUARIES RESEARCH INSTITUTE$417,436
THE ACTUARIAL FOUNDATION$320,000
MORGAN STATE UNIVERSITY FOUNDATION$17,000
HOWARD UNIVERSITY$8,000
UNIVERSITY OF TEXAS EL PASO$7,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY21–22, $62k) land where the poverty rate runs at 14%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%ORGANIZATION OF LATINO ACTUARIES: $32k → 14%ORGANIZATION OF LATINO ACTUARIES: $30k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Grants abroad, by region: $140k on the FY2024 return

Schedule F, as filed: 2 regions, all to individuals. The IRS asks for region and purpose, not the recipient, so no country or grantee can be named here.

North America (Canada and Mexico)$120k · 86% · 6 people

Stated purpose: EDUCATIONAL GRANTS

South Asia$20k · 14% · 1 person

Stated purpose: EDUCATIONAL GRANTS

How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving. Grants abroad on Schedule F are filed by region, purpose and amount with no recipient name, so they are shown by region and cannot be placed on the country map or matched to a grantee.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

82%of every dollar goes to organizations it has funded before.
$1.8M · 7 repeat orgs$381k to everyone else

7 repeat relationships: 4 still active in FY2024, 3 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
5

Total granted

$1.8M
$61k

Median revenue growth · since first grant

+9%
+49%

Still filing today

71%
60%

New vs renewed · share of each year

In FY2024, 58% of grant dollars renewed an existing relationship; $320k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
EducationHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • OO
    Organization of Latino Actuaries
    2× · 2021–2022 · $62k · revenue +782%
  • THE HOWARD UNIVERSITY
    4× · 2020–2024 · $32k · revenue +40%
  • DU
    DEPAUL UNIVERSITY
    2× · 2022–2023 · $12k · revenue +9%

Funded once

  • IA
    INTERNATIONAL ASSOC OF BLACK ACTUARIES
    one grant, 2020 · $30k
  • CA
    CASUALTY ACTUARIAL SOCIETYgraduated
    one grant, 2020 · $14k · revenue +96%
  • MS
    MORGAN STATE UNIVERSITY ACTUARIAL SCIENCE
    one grant, 2023 · $7k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
2
Calvin University

The mission of calvin university is to equip students to think deeply, to act justly, and to live wholeheartedly as christ's agents of renewal in the world.

Education
3
Augustana University Association

Inspired by lutheran scholarly tradition and the liberal arts, augustana provides an education of enduring worth that challenges the intellect, fosters integrity and integrates faith with learning and service in a diverse world.

Education
4
Saint Xavier University

Saint xavier university, a catholic institution inspired by the heritage of the sisters of mercy, educates persons to search for truth, think critically, communicate effectively and serve wisely and compassionately in support of human…

Education
5
University of Chicago

The mission of the university of chicago has been to sustain at the highest level of excellence, the communication of knowledge, the creation of knowledge and the fostering of a dynamic community of scholars and students.

Education
6
Xavier University

Xavier is a jesuit catholic university rooted in the liberal arts tradition. our mission is to educate each student intellectually, morally, and spiritually. we create learning opportunities through rigorous academic and professional…

Education
7
Capital University

Capital university transforms lives by empowering an inclusive community of learners through engaging academic, co-curricular, and professional experiences.

Education
8
Manhattan University

Manhattan university is an independent catholic instituion of higher learning that embraces qualified men and women of all faiths, cultures, and traditions. the mission of manhattan university is to provide a contemporary, person-centered…

Education
9
Trustees of the University of Pennsylvania

The trustees of the university of pennsylvania (the "university") sees itself as having a public service mission. in such regard, the university aims to provide a rich and diverse educational environment for its students; to pioneer…

Education
10
The Catholic University of America

As the national university of the catholic church in the united states, founded and sponsored by the bishops of the country with the approval of the holy see, the catholic university of america is committed to being a comprehensive…

Education
11
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
12
Trustees of Tufts College

Education and Research

Education
How this is measured
The grantee most central to the portfolio’s shape is Society of Actuaries Research Institute; the most unlike its peers is Organization of Latino Actuaries. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 13 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

SOCIETY OF ACTUARIES RESEARCH INSTITUTE: $1,579,205 · OtherSOCIETY OF ACTUARIES RESEARCH INSTITUTE+5 more: $92,603 · Other+5 moreTHE ACTUARIAL FOUNDATION: $320,000 · EducationTHE ACTUARIAL FOUNDAT…THE MORGAN STATE UNIVERSITY FOUNDATION INC: $34,000 · EducationTHE MORGAN STATE UNIV…THE HOWARD UNIVERSITY: $32,000 · EducationTHE HOWARD UNIVERSITY+3 more: $22,500 · Education+3 moreOrganization of Latino Actuaries: $61,575 · Human Services
Other$1,671,808Education$408,500Human Services$61,575

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSOCIETY OF ACTUARIES RESEARCH INSTITUTE: $1,579,205 over 5y, 40% of budgetTHE ACTUARIAL FOUNDATION: $320,000 over 2y, 8.0% of budgetOrganization of Latino Actuaries: $61,575 over 2y, 7.1% of budgetTHE MORGAN STATE UNIVERSITY FOUNDATION INC: $34,000 over 2y, 0.1% of budgetTHE HOWARD UNIVERSITY: $32,000 over 4y, 0.0% of budgetCASUALTY ACTUARIAL SOCIETY: $13,803 over 1y, 0.1% of budgetDEPAUL UNIVERSITY: $12,000 over 2y, 0.0% of budgetILLINOIS STATE UNIVERSITY FOUNDATION: $5,500 over 1y, 0.0% of budgetKettering University: $5,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Blackbaud Giving …Morgan Stanley Global…American Online Givin…Donor Advised Charita…Fidelity Investments …
The Blackbaud Giving FundSC9.5× affinity4 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Blackbaud Giving Fund · Morgan Stanley Global Impact Funding Trust Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Society of Actuaries funds: left to right is the share of its income from government, bottom to top the share from Society of Actuaries. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%13%28%50%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →median 7%
  • The Morgan State University Foundation Inc: 7% of income from government
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–10%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 13 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home