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← CONFERENCE OF CONSULTING ACTUARIES

Form 990 for tax year 2025

Filed by CONFERENCE OF CONSULTING ACTUARIES.

Totals

Total revenue
$3,351,505
Total expenses
$3,138,307
Contributions and grants received
$0
Grants paid
$72,500
Program service revenue
$2,923,986
Investment income
$427,519
Other revenue
$0
Total assets, end of year
$12,202,133
Total liabilities, end of year
$1,154,364
Net assets or fund balances, end of year
$11,047,769
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.

  • 2a · Program service revenue: Annual conference

    total $859,417 · related or exempt $859,417

  • 2b · Program service revenue: Membership dues

    total $724,862 · related or exempt $724,862

  • 2c · Program service revenue: Seminars/Webinars

    total $599,588 · related or exempt $599,588

  • 2d · Program service revenue: Enrolled actuaries conference

    total $547,129 · related or exempt $547,129

  • 2e · Program service revenue: Sponsorship

    total $164,500 · related or exempt $164,500

  • 2f · All other program service revenue

    total $28,490 · related or exempt $28,490

  • 3 · Investment income

    total $364,904 · excluded $364,904

  • 7a · Gross sales of assets other than inventory

    securities $8,608,540

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

    securities $8,545,925

  • 7c · Gain or loss

    securities $62,615

  • 7d · Net gain or loss

    total $62,615 · excluded $62,615

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $72,500

  • 5 · Compensation of officers, directors and key employees

    total $779,886

  • 7 · Other salaries and wages

    total $407,605

  • 8 · Pension plan contributions

    total $118,233

  • 9 · Other employee benefits

    total $220,779

  • 10 · Payroll taxes

    total $80,127

  • 11b · Fees: legal

    total $12,959

  • 11g · Fees: other

    total $52,573

  • 12 · Advertising and promotion

    total $19,306

  • 13 · Office expenses

    total $40,906

  • 14 · Information technology

    total $251,831

  • 16 · Occupancy

    total $10,758

  • 17 · Travel

    total $39,515

  • 22 · Depreciation, depletion and amortization

    total $15,980

  • 23 · Insurance

    total $27,796

  • 24a · Other expenses: Event Fees

    total $580,115

  • 24b · Other expenses: Board Expenses

    total $163,646

  • 24c · Other expenses: Membership dues

    total $139,009

  • 24d · Other expenses: Bank and credit card fe

    total $82,420

  • 24e · All other expenses

    total $22,363

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $561,066 · end of year $645,943

  • 2 · Savings and temporary cash investments

    beginning of year $7,710 · end of year $8,035

  • 4 · Accounts receivable

    beginning of year $10,264 · end of year $921

  • 9 · Prepaid expenses and deferred charges

    beginning of year $190,181 · end of year $156,945

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

    $417,769

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

    $411,064

  • 10c · Land, buildings and equipment, net

    beginning of year $22,685 · end of year $6,705

  • 11 · Investments: publicly traded securities

    beginning of year $9,942,417 · end of year $11,383,584

  • 17 · Accounts payable and accrued expenses

    beginning of year $137,553 · end of year $558,208

  • 19 · Deferred revenue

    beginning of year $551,174 · end of year $596,156

  • 27 · Net assets without donor restrictions

    beginning of year $10,045,596 · end of year $11,047,769

Mission and programs · 2025

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, webinars 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 2025 return.

Listed in Part VII

  • Rob Reiskytl

    President

    Total calculated
    $0
    Hours/week
    10

  • Joshua Shapiro

    President Elect

    Total calculated
    $0
    Hours/week
    10

  • Mariah Becker

    Vice President

    Total calculated
    $0
    Hours/week
    5

  • James Dolstad

    Vice President

    Total calculated
    $0
    Hours/week
    5

  • Justin Hornburg

    Vice President

    Total calculated
    $0
    Hours/week
    5

  • Gail Steward

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Rob Bacher

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Yi-Ling Lin

    Immediate Past President

    Total calculated
    $0
    Hours/week
    5

  • David Scharf

    Penultimate President

    Total calculated
    $0
    Hours/week
    3

  • Margaret Berger

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Douglas J Carey

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • William R Hallmark

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Cheryl A Ham

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Kenny Herbold

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • James Jones

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Jessica Kachur

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Jeremy Olszewski

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Thomas Persichetti

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Tim Stawicki

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Kelly Fanella

    Executive Director

    Total calculated
    $376,167
    From this org
    $299,185
    From related orgs
    $0
    Other
    $76,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,185
    Bonus
    $0
    Other
    $0
    Deferred
    $30,953
    Nontaxable benefits
    $46,029
    Filer's total
    $376,167

  • Matthew Noncek

    Assoc. ED Education & Tech

    Total calculated
    $234,351
    From this org
    $168,382
    From related orgs
    $0
    Other
    $65,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,382
    Bonus
    $0
    Other
    $0
    Deferred
    $17,930
    Nontaxable benefits
    $48,039
    Filer's total
    $234,351

  • Shannon Peterson

    Dir. Members & Community

    Total calculated
    $196,647
    From this org
    $149,610
    From related orgs
    $0
    Other
    $47,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,610
    Bonus
    $0
    Other
    $0
    Deferred
    $15,682
    Nontaxable benefits
    $31,355
    Filer's total
    $196,647

  • Rachael McLaughlin

    Director of Marketing & Co

    Total calculated
    $211,419
    From this org
    $162,709
    From related orgs
    $0
    Other
    $48,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,709
    Bonus
    $0
    Other
    $0
    Deferred
    $16,973
    Nontaxable benefits
    $31,737
    Filer's total
    $211,419

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
2025
Filed
22 June 2026
IRS schema version
2025v4.2
Source object
202601829349300125

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