Mission
The Conference serves as an educational and professional membership organization for actuaries located primarily in the United States and Canada.
Public Charity
Conference of Consulting Actuaries
Based in Bee Cave, TX, Conference of Consulting Actuaries operates as a Public Charity. The organization reported $3.4M in revenue, $3.1M in expenses, $12.2M in total assets for fiscal year 2025. Imperigo tracks 19 reported grants from this foundation totaling approximately $350K.
EIN: 362476230
Bee Cave, TX
Latest filing: 2025
Total Revenue$3.4M
Total Expenses$3.1M
Total Assets$12.2M
Grants Given19
Grant Total$350K
Filing Years2021–2025
Sample Grants Given
Sponsorship and general support
$25,000
Sponsorship and general support
$25,000
General support
$22,500
Sponsorship and general support
$25,000
Sponsorship and general support
$25,000
Showing up to 5 of 19 total records — full history available with membership.
Officers & Directors
Board Member
Cheryl A Ham
Penultimate President
David Scharf
Board Member
Douglas J Carey
Secretary
Gail Steward
Vice President
James Dolstad
Board Member
James Jones
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $3.4M | $3.1M | $12.2M |
| 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 |
Between 2021 and 2025, reported annual revenue grew from $2.8M to $3.4M (+19%), with total assets most recently reported at $12.2M.
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.