Public Charity

Conference of Consulting Actuaries

Based in Bee Cave, TX, Conference of Consulting Actuaries operates as a Public Charity. The organization reported $3.3M in revenue, $3.6M in expenses, $10.7M in total assets for fiscal year 2024. Imperigo tracks 16 reported grants from this foundation totaling approximately $278K.

EIN: 362476230 Bee Cave, TX Latest filing: 2024
Total Revenue$3.3M
Total Expenses$3.6M
Total Assets$10.7M
Grants Given16
Grant Total$278K
Filing Years2020–2024

Mission

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

Sample Grants Given

Chicago, IL · 2024
Sponsorship and general support
$25,000
West Hartford, CT · 2024
Sponsorship and general support
$25,000
Schaumburg, IL · 2024
General support
$20,000
Chicago, IL · 2023
Sponsorship and general support
$20,000
West Hartford, CT · 2023
Sponsorship and general support
$20,000

Showing up to 5 of 16 total records — full history available with membership.

Officers & Directors

Board Member Cheryl A Ham
Treasurer Craig Rosenthal
Immediate Past President David Scharf
Penultimate President Derek Guyton
Board Member Douglas J Carey
Board Member Elizabeth Wiley

Officer compensation and complete director data available with membership.

Top Grant Purposes

Sponsorship and general support
$180,000 8 grants
General support
$97,500 8 grants

Financial Trends

Year Revenue Expenses Assets
2024 $3.3M $3.6M $10.7M
2023 $3.0M $2.8M $10.8M
2022 $2.9M $2.7M $9.9M
2021 $2.8M $2.5M $11.6M
2020 $1.9M $2.1M $10.9M

Between 2020 and 2024, reported annual revenue grew from $1.9M to $3.3M (+70%), with total assets most recently reported at $10.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CT, IL, NJ.

CTILNJ

Full geographic grant map with state-by-state breakdown available with membership.

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