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Illinois · Nonprofit

SOCIETY OF ACTUARIES RESEARCH INSTITUTE

SOCIETY OF ACTUARIES RESEARCH INSTITUTE (Illinois) receives grants from 5 organizations whose IRS filings report $354,231 to it, the largest being The Robert Wood Johnson Foundation ($259,731). 2 of them have funded it in more than one year.

$3.5M
Revenue FY2024
5
Funders on record
$354k
Grants received
$37M
Net assets
2/5 repeat funderspeak grant-dependency 5%

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($62M) Expenses 100 ($57M) Net assets 100 ($55M)2018 Revenue 99 ($62M) Expenses 100 ($57M) Net assets 97 ($54M)2019 Revenue 99 ($61M) Expenses 104 ($59M) Net assets 99 ($55M)2020 Revenue 20 ($12M) Expenses 13 ($7.5M) Net assets 109 ($60M)2021 Revenue 5 ($3.3M) Expenses 14 ($8.1M) Net assets 103 ($57M)2022 Revenue 0 ($-117528) Expenses 14 ($8.2M) Net assets 75 ($41M)2023 Revenue 2 ($1.4M) Expenses 15 ($8.5M) Net assets 71 ($39M)2024 Revenue 6 ($3.5M) Expenses 12 ($7.1M) Net assets 67 ($37M)
'17'18'19'20'21'22'23'24
Revenue (6)Expenses (12)Net assets (67)

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

$5.0M
17
$4.3M
18
$2.0M
19
$4.7M
20
$4.8M
21
$8.4M
22
$7.1M
23
$3.6M
24
4.5
months of
reserve
02Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $10k → $65k.

1 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF)3% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $1.6M from one payer (the payer shares this organization's board, largest Society of Actuaries Professional Association). These are real filings, and they are not money SOCIETY OF ACTUARIES RESEARCH INSTITUTE raised.

From the IRS filings of SOCIETY OF ACTUARIES RESEARCH INSTITUTE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SOCIETY OF ACTUARIES RESEARCH INSTITUTE leans on a few funders — its largest provides 73% of grant income and the top three 94%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

27% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SOCIETY OF ACTUARIES RESEARCH INSTITUTE.

73%
largest funder
94%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2020 100% · 2021 100% · 2022 100% · 2023 69%diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

SOCIETY OF ACTUARIES RESEARCH INSTITUTE draws 100% of its grant income from funders outside Illinois, across 4 states in all.

OH
PA
NJ
VA

In-state vs out-of-state, by year

20
21
22
23
Illinois out of state home

Funder states come from each funder’s own filing. $10k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first. Your 5 funders put you under-funded among the 400 organizations that share them.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

Government funding SOCIETY OF ACTUARIES RESEARCH INSTITUTE receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $48k on record.

State$48k
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
21
22
24
25
By state
  • NJ$43k
  • FL$5k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like SOCIETY OF ACTUARIES RESEARCH INSTITUTE

Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Illinois

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

92% of spending goes to programs.

Program 92%Management 8%Fundraising 0%

Governance

23
board members
100%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Public support

64%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 49 states

AK
ME
NH
WA
ID
MT
ND
MN
IL
WI
MI
NY
MA
OR
NV
WY
SD
IA
IN
OH
PA
NJ
CT
RI
CA
UT
CO
NE
KY
WV
VA
MD
DE
AZ
NM
KS
AR
TN
NC
SC
DC
HI
OK
LA
MS
AL
GA
TX
FL

Part of a family of 1 related entity

  • Society of Actuaries · exempt

Screen this organization

A dated, signed PDF of the compliance screen for SOCIETY OF ACTUARIES RESEARCH INSTITUTE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SOCIETY OF ACTUARIES RESEARCH INSTITUTE?
SOCIETY OF ACTUARIES RESEARCH INSTITUTE (Illinois) receives grants from 5 organizations whose IRS filings report $354,231 to it, the largest being The Robert Wood Johnson Foundation ($259,731). 2 of them have funded it in more than one year.
How many funders does SOCIETY OF ACTUARIES RESEARCH INSTITUTE have?
IRS filings report 5 organizations giving $354,231 in grants to SOCIETY OF ACTUARIES RESEARCH INSTITUTE, 2 of which have funded it in more than one year.
Who is the largest funder of SOCIETY OF ACTUARIES RESEARCH INSTITUTE?
The Robert Wood Johnson Foundation is the largest funder on record, with $259,731 in grants. The full list of funders is on this page.
How can an organization like SOCIETY OF ACTUARIES RESEARCH INSTITUTE find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Illinois. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 5funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported August 27, 2026. What this page cannot tell you · view filing