Conference of Consulting Actuaries

Nonprofit profile at a glance

EIN
362476230
IRS 990 coverage
2013–2025
Forms available
Form 990 2025
Location
Bee Cave, TX, USA
Phone
8477196500
Rating confidence
Limited

Official website

Reported finances

Revenue
$3,351,505
Expenses
$3,138,307
Assets
$12,202,133
Liabilities
$1,154,364

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • Rob Reiskytl (President)
  • Joshua Shapiro (President Elect)
  • Mariah Becker (Vice President)
  • James Dolstad (Vice President)
  • Justin Hornburg (Vice President)
  • Yi-Ling Lin (Immediate Past President)

Highest reported compensation

  • Kelly Fanella (Executive Director): $376,167 total reported compensation
  • Matthew Noncek (Assoc. ED Education & Tech): $234,351 total reported compensation
  • Rachael McLaughlin (Director of Marketing & Co): $211,419 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2025

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.

Operating model

Revenue model
Other-operating. 88% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 83
  • Accountability: 95
  • Sustainability: 51
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.4%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 3.89; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 49; 49th percentile among comparable filings
  • Officer compensation ratio: 32.5%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 2.9% per year; rating input score 100; 22nd percentile among comparable filings
  • Asset growth: 3.3% per year; rating input score 100; 24th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 19 of 19 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $376K · 23 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 13 of 13 current checks pass
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 47/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Sustainability: Officer compensation ratio scored 6/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 49/100.