Conference of Consulting Actuaries
The Conference serves as an educational and professional membership organization for actuaries located primarily in the United States and Canada.
Conference of Consulting Actuaries at a glance
In short: Conference of Consulting Actuaries gave $73K across 3 grants in 2025 (avg $24K), mostly in Illinois. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $72,500
- +3.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $24,167
- +3.6% vs 2024
- Median grant
- $25,000
- Total assets
- $12,202,133
- +13.7% vs 2024
- Primary geography
- Illinois (66% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Conference of Consulting Actuaries funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Organization of Latino Actuaries ($25K). Together the top 3 received $73K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Conference of Consulting Actuaries gives
- Giving grew 32% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2019) to $73K (2025). In 2025 it made 3 grants totaling $73K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Organization of Latino Actuaries Chicago, IL | Sponsorship and general support | $25,000 |
| International Assocation of Black Actuaries West Hartford, CT | Sponsorship and general support | $25,000 |
| The Actuarial Foundation Schaumburg, IL | General support | $22,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $12,202,133 | $3,351,505 | $3,138,307 | $72,500 | 3 | $427,519 |
| 2024 | $10,734,323 | $3,303,211 | $3,579,521 | $70,000 | 3 | $531,355 |
| 2023 | $10,828,621 | $2,970,056 | $2,772,865 | $50,000 | 3 | $399,204 |
| 2022 | $9,874,874 | $2,940,940 | $2,700,129 | $55,000 | 3 | $608,575 |
| 2021 | $11,632,171 | $2,821,046 | $2,500,601 | $55,000 | 3 | $584,049 |
| 2020 | $10,936,014 | $1,943,107 | $2,134,859 | $12,500 | 1 | $355,406 |
| 2019 | $10,499,346 | $3,035,740 | $2,911,104 | $10,000 | 1 | $388,437 |
About Conference of Consulting Actuaries
Based on IRS filings
Conference of Consulting Actuaries is a public charity, based in Bee Cave, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $12.2M in total assets. In 2025, it awarded 3 grants totaling $73K. Net investment income was $428K.
Leadership & Key People
Officers and directors from IRS filings
Conference of Consulting Actuaries is led by Kelly Fanella, Executive Director on every filing since 2019; 4 of 23 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kelly Fanella
Executive Director
On filings since 2019
40 hrs/week
$229K (2019) → $299K (2025)
David Scharf
Penultimate President
President → Immediate Past President, 2024
Immediate Past President → Penultimate President, 2025
On filings since 2019
3 hrs/week
No compensation reported
Rob Reiskytl
President
President Elect → President, 2025
On filings since 2024
10 hrs/week
No compensation reported
Shannon Peterson
Director Members & Community
On filings since 2019
40 hrs/week
$114K (2019) → $150K (2025)
Rachael McLaughlin
Director of Marketing
Director of Marketing & Communications → Director of Marketing, 2022
On filings since 2021
40 hrs/week
$133K (2021) → $163K (2025)
Matthew Noncek
Associate Executive Director Education & Tech
On filings since 2019
40 hrs/week
$135K (2019) → $168K (2025)
Justin N Hornburg
Vice President
On filings since 2019
5 hrs/week
No compensation reported
Cheryl A Ham
Board Member
On filings since 2020
3 hrs/week
No compensation reported
Yi-Ling Lin
Immediate Past President
President Elect → President, 2024
President → Immediate Past President, 2025
On filings since 2020
5 hrs/week
No compensation reported
Douglas J Carey
Board Member
On filings since 2021
3 hrs/week
No compensation reported
Gail Steward
Secretary
Board Member → Vice President, 2023
Vice President → Secretary, 2025
On filings since 2021
5 hrs/week
No compensation reported
James Jones
Board Member
Board Member → Vice President, 2023
Vice President → Board Member, 2025
On filings since 2021
3 hrs/week
No compensation reported
Thomas Edward Persichetti
Board Member
On filings since 2021
3 hrs/week
No compensation reported
James Dolstad
Vice President
Board Member → Vice President, 2024
On filings since 2022
5 hrs/week
No compensation reported
Joshua Shapiro
President Elect
Board Member → Secretary, 2024
Secretary → President Elect, 2025
On filings since 2022
10 hrs/week
No compensation reported
Kenny Herbold
Board Member
On filings since 2023
3 hrs/week
No compensation reported
Mariah Becker
Vice President
Board Member → Vice President, 2025
On filings since 2023
5 hrs/week
No compensation reported
Rob Bacher
Treasurer
Board Member → Treasurer, 2025
On filings since 2023
5 hrs/week
No compensation reported
Jessica Kachur
Board Member
On filings since 2024
3 hrs/week
No compensation reported
Tim Stawicki
Board Member
On filings since 2024
3 hrs/week
No compensation reported
Jeremy Olszewski
Board Member
New on the 2025 filing
3 hrs/week
No compensation reported
Margaret Berger
Board Member
New on the 2025 filing
3 hrs/week
No compensation reported
William R Hallmark
Board Member
New on the 2025 filing
3 hrs/week
No compensation reported
Former officers (28)
- Former: Craig P Rosenthal (2019–2024) — Treasurer
- Former: Derek N Guyton (2019–2024) — Penultimate President
- Former: Elizabeth A Wiley (2019–2024) — Board Member
- Former: Paul Angelo (2019–2024) — Board Member
- Former: Tayna E Sun (2024) — Board Member
- Former: Eli Greenblum (2019–2023) — Board Member
- Former: Tanya E Sun (2019–2023) — Board Member
- Former: Ellen Kleinstuber (2020–2023) — Penultimate President
- Former: Melissa Kolle (2020–2023) — Board Member
- Former: Paul M Sepe (2020–2023) — Secretary
- Former: Felix A Okwaning (2019–2022) — Board Member
- Former: Maria M Sarli (2019–2022) — Immdt Past President
- Former: Melissa Chacko (2019–2022) — Board Member
- Former: Michael S Clark (2019–2022) — Penultimate President
- Former: Edward M Pudlowski (2019–2021) — Penultimate President
- Former: Joan Boughton (2019–2021) — Board Member
- Former: Joan P Ogden (2019–2021) — Board Member
- Former: Paul Zeisler (2019–2021) — Board Member
- Former: Stephen N Eisenstein (2019–2021) — Vice President
- Former: John H Lowell (2019–2020) — Penultimate President
- Former: Mellisa Chacko (2020) — Board Member
- Former: David M Tuomala (2019) — Board Member
- Former: Donald E Fuerst (2019) — Penultimate President
- Former: Judith A Kermans (2019) — Vice President
- Former: Koren L Holden (2019) — Board Member
- Former: Richard H Bailey (2019) — Board Member
- Former: Scott A Hittner (2019) — Board Member
- Former: Trevis G Parson (2019) — Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $299K, to Kelly Fanella (Executive Director). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Conference of Consulting Actuaries
How much does Conference of Consulting Actuaries give each year?
Conference of Consulting Actuaries gave $73K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $70K across 3 grants.
What is Conference of Consulting Actuaries's typical grant size?
Conference of Consulting Actuaries's median grant in 2025 was $25,000, and its average grant was $24,167, across 3 grants on its 2025 IRS Form 990.
Where does Conference of Consulting Actuaries give grants?
Conference of Consulting Actuaries gives mostly in Illinois: 66% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Connecticut (34%).
Does Conference of Consulting Actuaries give general operating support?
Yes: 100% of Conference of Consulting Actuaries's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990.
How large is Conference of Consulting Actuaries?
Conference of Consulting Actuaries reported $12.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $3.4M.
What is Conference of Consulting Actuaries's EIN?
Conference of Consulting Actuaries's EIN (Employer Identification Number) is 36-2476230. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS July 1, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Conference of Consulting Actuaries's focus areas in our free grants database
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