2024-08-08T14:44:50-05:00 2023-12-31 363321958 Desmond & Ahern Ltd 10827 S Western Avenue Chicago IL 60643 990 2023-01-01 362476230 Conference of Consulting Actuaries CONF 8477196500 PMB 265 15511 W Hwy 71 110 Bee Cave TX 787382925 Kelly Fanella Executive Director 8477196500 2024-08-08 1 1 Mel Padillo P03172019 7737794720 2024-08-08 2023 2024-08-08 14:25:15Z Kelly Fanella PMB 265 15511 W Hwy 71 110 Bee Cave TX 787382925 3802406 0 X www.ccactuaries.org X 1949 IL Educational and professional membership organization for actuaries 20 20 8 280 0 0 21750 221923 2310615 2348929 608575 399204 0 0 2940940 2970056 55000 50000 0 0 1406798 1465972 0 0 0 1238331 1256893 2700129 2772865 240811 197191 9874874 10828621 656991 739995 9217883 10088626 The Conference serves as an educational and professional membership organization for actuaries located primarily in the United States and Canada. 0 0 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. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 0 1 1 0 1 1 1 1 0 X Jim Uhlarik 8477196500 PMB 265 15511 W Hwy 71 Suite 110 Bee Cave TX 787382925 David Scharf President 10.00 X X 0 0 0 Yi-Ling Lin President Elect 10.00 X X 0 0 0 James Jones Vice President 5.00 X X 0 0 0 Gail Steward Vice President 5.00 X X 0 0 0 Elizabeth A Wiley Vice President 5.00 X X 0 0 0 Paul M Sepe Secretary 5.00 X X 0 0 0 Craig P Rosenthal Treasurer 5.00 X X 0 0 0 Derek N Guyton Immediate Past President 5.00 X X 0 0 0 Ellen Kleinstuber Penultimate President 5.00 X X 0 0 0 Cheryl A Ham Board Member 3.00 X 0 0 0 Douglas J Carey Board Member 3.00 X 0 0 0 Eli Greenblum Board Member 3.00 X 0 0 0 James Dolstad Board Member 3.00 X 0 0 0 Joshua Shapiro Board Member 3.00 X 0 0 0 Kenny Herbold Board Member 3.00 X 0 0 0 Mariah Becker Board Member 3.00 X 0 0 0 Melissa Kolle Board Member 3.00 X 0 0 0 Paul Angelo Board Member 3.00 X 0 0 0 Rob Bacher Board Member 3.00 X 0 0 0 Tanya E Sun Board Member 3.00 X 0 0 0 Thomas Edward Persichetti Board Member 3.00 X 0 0 0 Kelly Fanella Executive Director 40.00 X 278818 0 66931 Matthew Noncek Assoc. ED Education & Tech 40.00 X 157811 0 54799 Rachael McLaughlin Director of Marketing & Co 40.00 X 143186 0 40222 Shannon Peterson Dir. Members & Community 40.00 X 138934 0 39467 718749 0 201419 4 0 1 0 0 179423 42500 221923 Annual conference 900099 703685 703685 Membership dues 900099 638965 638965 Seminars 900099 493700 493700 Enrolled actuaries con 900099 482180 482180 Publications 900099 30399 30399 2348929 338644 338644 892910 832350 60560 60560 60560 2970056 2348929 0 399204 50000 345749 814196 47435 184482 74110 8665 69300 27306 36824 186002 10488 41613 29919 26279 Event Fees 432769 Membership dues 140392 Board Expenses 135865 Bank and credit card fe 63531 47940 2772865 431073 505063 6972 7327 2550 1392 90039 106125 417769 367177 55609 50592 9288631 10158122 9874874 10828621 124586 107506 532405 632489 656991 739995 X 9217883 10088626 9217883 10088626 9874874 10828621 197191 673552 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 417769 367177 50592 50592 X 3643608 673552 673552 2970056 0 2970056 2772865 0 2772865 0 2772865 Part X, Line 2: FIN 48 Note from Audited Financial Statements The Conference was granted an exemption from federal income taxes by the Internal Revenue Service pursuant to the provisions of Internal Revenue Code Section 501(c)(6). The tax exempt purpose of the Conference and the nature in which it operates is described above. Management's assertion is that there are no uncertain tax positions and the Conference continues to operate in compliance with its tax-exempt purpose. The Conference's annual information and income tax returns filed with the federal and state governments are subject to examination generally for 3 years after they are filed. 1 The Actuarial Foundation 475 N Martingale Road Schaumburg IL 60173 363968441 501(c)(3) 10000 0 General support Organization of Latino Actuaries PO Box 6403 Chicago IL 60606 822323567 501(c)(3) 20000 0 Sponsorship and general support International Assocation of Black Actuaries PO Box 270701 West Hartford CT 06127 364305164 501(c)(3) 20000 0 Sponsorship and general support Part I, Line 2: General support is approved by the Board and recorded in the books and records of the Organization. X X X 0 0 0 Kelly Fanella Executive Director 278818 0 0 0 0 0 28775 0 38156 0 345749 0 0 0 Matthew Noncek Assoc. ED Education & Tech 157811 0 0 0 0 0 16687 0 38112 0 212610 0 0 0 Rachael McLaughlin Director of Marketing & Co 143186 0 0 0 0 0 14904 0 25318 0 183408 0 0 0 Shannon Peterson Dir. Members & Community 138934 0 0 0 0 0 14487 0 24980 0 178401 0 0 0 Form 990, Part VI, Section A, line 6 Members of the organizations are actuaries or retired actuaries. Form 990, Part VI, Section A, line 7a The nominating committee submits a list of qualified candidates to fill open Board positions to members. The members may submit additional candidates in writing, and the entire slate is voted on by the members. Form 990, Part VI, Section A, line 7b Members vote on amendments to the bylaws and changes in the membership dues structure. Form 990, Part VI, Section B, line 11b The Compensation Committee (President, Immediate Past-President and President-Elect), the Executive Director, and the Finance and Human Resources Manager reviewed the Form 990 prior to filing. Form 990, Part VI, Section B, line 15 The Compensation Committee, consisting of the President, Immediate Past-President, and President-Elect, determines salary increases based on performance and compensation surveys in the Association marketplace. Form 990, Part VI, Section C, line 19 The bylaws are available on the Organization's website. Annual financial statements are available on the members only portion of the website. All other governing documents are available upon request. Form 990, Part XII, line 2c: The process has not changed from the prior year.