Conference of Consulting Actuaries (EIN 362476230) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

Kelly Fanella

Phone

8477196500

Tax Period

2024-01-01 to 2024-12-31

Conference of Consulting Actuaries, founded in 1949, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $10.0M represent 36 months of operating reserves.

Mission

Educational and professional membership organization for actuaries

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,771,856

Investment Income $531,355

Other Revenue $0

TOTAL REVENUE $3,303,211

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $1,546,402

Fundraising Expenses $0

Other Expenses $1,963,119

TOTAL EXPENSES $3,579,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,303,211	$2,970,056	+0.1%
Expenses	$3,579,521	$2,772,865	+0.3%
Net Income	$-276,310	$197,191	-2.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

280

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$357,172

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Yi-Ling Lin	President	10.00	Officer Director	$0	$0	$0
Rob Reiskytl	President Elect	10.00	Officer Director	$0	$0	$0
James Dolstad	Vice President	5.00	Officer Director	$0	$0	$0
James Jones	Vice President	5.00	Officer Director	$0	$0	$0
Gail Steward	Vice President	5.00	Officer Director	$0	$0	$0
Joshua Shapiro	Secretary	5.00	Officer Director	$0	$0	$0
Craig Rosenthal	Treasurer	5.00	Officer Director	$0	$0	$0
David Scharf	Immediate Past President	5.00	Officer Director	$0	$0	$0
Derek Guyton	Penultimate President	3.00	Officer Director	$0	$0	$0
Paul Angelo	Board Member	3.00	Director	$0	$0	$0
Rob Bacher	Board Member	3.00	Director	$0	$0	$0
Mariah Becker	Board Member	3.00	Director	$0	$0	$0
Douglas J Carey	Board Member	3.00	Director	$0	$0	$0
Cheryl A Ham	Board Member	3.00	Director	$0	$0	$0
Kenny Herbold	Board Member	3.00	Director	$0	$0	$0
Jessica Kachur	Board Member	3.00	Director	$0	$0	$0
Thomas Edward Persichetti	Board Member	3.00	Director	$0	$0	$0
Tim Stawicki	Board Member	3.00	Director	$0	$0	$0
Tayna E Sun	Board Member	3.00	Director	$0	$0	$0
Elizabeth Wiley	Board Member	3.00	Director	$0	$0	$0
Kelly Fanella	Executive Director	40.00	Officer	$284,733	$72,439	$357,172
Matthew Noncek	Assoc. ED Education & Tech	40.00	Highest	$163,993	$60,365	$224,358
Shannon Peterson	Dir. Members & Community	40.00	Highest	$144,260	$43,169	$187,429
Rachael McLaughlin	Director of Marketing & Co	40.00	Highest	$154,376	$44,543	$198,919

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,303,211	$3,579,521	$10,734,323	$-276,310
2023	$2,970,056	$2,772,865	$10,828,621	$197,191
2022	$2,940,940	$2,700,129	$9,874,874	$240,811
2021	$2,821,046	$2,500,601	$11,632,171	$320,445
2020	$1,943,107	$2,134,859	$10,936,014	$-191,752
2019	$3,035,740	$2,911,104	$10,499,346	$124,636
2018	$2,678,498	$2,506,901	$9,368,348	$171,597

Conference of Consulting Actuaries