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← CONFERENCE OF CONSULTING ACTUARIES

Form 990 for tax year 2022

Filed by CONFERENCE OF CONSULTING ACTUARIES.

Totals

Total revenue
$2,940,940
Total expenses
$2,700,129
Contributions and grants received
$21,750
Grants paid
$55,000
Program service revenue
$2,310,615
Investment income
$608,575
Other revenue
$0
Total assets, end of year
$9,874,874
Total liabilities, end of year
$656,991
Net assets or fund balances, end of year
$9,217,883
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $21,750

  • 2a · Program service revenue: Annual conference

    total $658,970 · related or exempt $658,970

  • 2b · Program service revenue: Membership dues

    total $636,380 · related or exempt $636,380

  • 2c · Program service revenue: Seminars

    total $513,560 · related or exempt $513,560

  • 2d · Program service revenue: Enrolled actuaries conference

    total $475,005 · related or exempt $475,005

  • 2e · Program service revenue: Publications

    total $26,700 · related or exempt $26,700

  • 3 · Investment income

    total $280,183 · excluded $280,183

  • 7a · Gross sales of assets other than inventory

    securities $1,029,706

  • 7b · Less cost or other basis and sales expenses

    securities $701,314

  • 7c · Gain or loss

    securities $328,392

  • 7d · Net gain or loss

    total $328,392 · excluded $328,392

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $55,000

  • 5 · Compensation of officers, directors and key employees

    total $324,487

  • 7 · Other salaries and wages

    total $793,723

  • 8 · Pension plan contributions

    total $46,596

  • 9 · Other employee benefits

    total $170,491

  • 10 · Payroll taxes

    total $71,501

  • 11b · Fees: legal

    total $8,286

  • 11c · Fees: accounting

    total $19,700

  • 11g · Fees: other

    total $67,975

  • 12 · Advertising and promotion

    total $35,247

  • 13 · Office expenses

    total $85,536

  • 14 · Information technology

    total $200,838

  • 16 · Occupancy

    total $44,483

  • 17 · Travel

    total $31,270

  • 19 · Conferences, conventions and meetings

    total $533,008

  • 22 · Depreciation, depletion and amortization

    total $22,491

  • 23 · Insurance

    total $27,665

  • 24a · Other expenses: Membership dues

    total $143,551

  • 24b · Other expenses: Professional developmen

    total $10,737

  • 24c · Other expenses: Gifts

    total $7,470

  • 24d · Other expenses: Miscellaneous

    total $74

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $405,486 · end of year $431,073

  • 2 · Savings and temporary cash investments

    beginning of year $6,865 · end of year $6,972

  • 4 · Accounts receivable

    beginning of year $20,181 · end of year $2,550

  • 9 · Prepaid expenses and deferred charges

    beginning of year $112,250 · end of year $90,039

  • 10a · Land, buildings and equipment: cost or other basis

    $392,867

  • 10b · Land, buildings and equipment: accumulated depreciation

    $337,258

  • 10c · Land, buildings and equipment, net

    beginning of year $50,276 · end of year $55,609

  • 11 · Investments: publicly traded securities

    beginning of year $11,037,113 · end of year $9,288,631

  • 17 · Accounts payable and accrued expenses

    beginning of year $110,368 · end of year $124,586

  • 19 · Deferred revenue

    beginning of year $492,485 · end of year $532,405

  • 27 · Net assets without donor restrictions

    beginning of year $11,029,318 · end of year $9,217,883

Mission and programs · 2022

Mission

The Conference serves as an educational and professional membership organization for actuaries located primarily in the United States and Canada.

Activities or mission (Part I)

Educational and professional membership organization for actuaries

  • Through meetings, audiocasts and seminars the conference advances the knowledge of actuarial science, promotes and maintains high professional and ethical standards among its members, promotes the interchanges of information among actuaries and actuarial organizations, and informs the public about the profession and about the responsibilities of consulting actuaries.

As filed on the 2022 return.

Listed in Part VII

  • Derek N Guyton

    President Elect thru 10/22, President

    Total calculated
    $0
    Hours/week
    10

  • Ellen Kleinstuber

    President thru 10/22, Immediate Past President

    Total calculated
    $0
    Hours/week
    10

  • Craig P Rosenthal

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Yi-Ling Lin

    Vice President

    Total calculated
    $0
    Hours/week
    5

  • David Scharf

    VP thru 10/22, President-Elect

    Total calculated
    $0
    Hours/week
    5

  • Michael S Clark

    Penultimate President thru 10/22

    Total calculated
    $0
    Hours/week
    5

  • Eli Greenblum

    Vice President

    Total calculated
    $0
    Hours/week
    5

  • Elizabeth A Wiley

    Secretary thru 10/22, Vice President

    Total calculated
    $0
    Hours/week
    5

  • Paul M Sepe

    Board Member thru 10/22, Secretary

    Total calculated
    $0
    Hours/week
    3

  • Maria Sarli

    Immdt Past Pres thru 10/22, Penultimate President

    Total calculated
    $0
    Hours/week
    5

  • Melissa Chacko

    Board Member thru 10/22

    Total calculated
    $0
    Hours/week
    3

  • James Dolstad

    Board Member 10/22

    Total calculated
    $0
    Hours/week
    3

  • Tanya E Sun

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Joshua Shapiro

    Board Member 10/22

    Total calculated
    $0
    Hours/week
    3

  • Felix A Okwaning

    Board Member thru 10/22

    Total calculated
    $0
    Hours/week
    3

  • Gail Steward

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Thomas Edward Persichetti

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • James Jones

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Douglas J Carey

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Cheryl A Ham

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Melissa Kolle

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Paul Angelo

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Kelly Fanella

    Executive Director

    Total calculated
    $324,487
    From this org
    $262,506
    From related orgs
    $0
    Other
    $61,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,506
    Bonus
    $0
    Other
    $0
    Deferred
    $27,065
    Nontaxable benefits
    $34,916
    Filer's total
    $324,487

  • Matthew Noncek

    Assoc. ED Education & Tech

    Total calculated
    $206,433
    From this org
    $155,173
    From related orgs
    $0
    Other
    $51,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,173
    Bonus
    $0
    Other
    $0
    Deferred
    $16,344
    Nontaxable benefits
    $34,916
    Filer's total
    $206,433

  • Shannon Peterson

    Dir. Members & Community

    Total calculated
    $169,222
    From this org
    $132,538
    From related orgs
    $0
    Other
    $36,684
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,538
    Bonus
    $0
    Other
    $0
    Deferred
    $13,796
    Nontaxable benefits
    $22,888
    Filer's total
    $169,222

  • Rachael McLaughlin

    Director of Marketing & Co

    Total calculated
    $175,304
    From this org
    $137,744
    From related orgs
    $0
    Other
    $37,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,744
    Bonus
    $0
    Other
    $0
    Deferred
    $14,309
    Nontaxable benefits
    $23,251
    Filer's total
    $175,304

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
26 June 2023
IRS schema version
2022v5.0
Source object
202311779349300641

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