Small Public Charity

CONCERNED ACTUARIES GROUP INC

CONCERNED ACTUARIES GROUP INC, of Mequon, WI, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $96K in revenue, $93K in expenses, $82K in total assets. 6 publicly reported grants to this organization, totaling roughly $54K, appear in IRS filings.

EIN: 822595741 Mequon, WI Research Institutes & Public Policy Analysis NTEE: B05 Latest filing: 2025
Total Revenue$96K
Total Expenses$93K
Total Assets$82K
Grant Records6
Funding Total$54K
Filing Years2021–2025

Mission

The primary exempt purpose of CAG is to provide the public, policy makers and others with full, accurate and easily understood analyses of the realities affecting the sustainability of our nation's public finance and social insurance programs.

Officers & Directors

Director Gayle Brekke
President and Director Mark Litow
Director Robert Collett
Secretary, Treasurer and Director Ronald Colby
Director Scott Litow
Vice President and Director Tim Bartholow

Officer compensation and complete director data available with membership.

Top Grant Purposes

SUSTAINING SUPPORT
$42,500 4 grants
EDUCATION
$11,500 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $96K $93K $82K
2024 $139K $115K $77K
2023 $83K $83K $52K
2022 $64K $75K $52K
2021 $114K $71K $62K

Between 2021 and 2025, reported annual revenue declined from $114K to $96K (-16%), with total assets most recently reported at $82K.

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

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