Conference of Consulting Actuaries
The Conference serves as an educational and professional membership organization for actuaries located primarily in the United States and Canada.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.7M
-0.9% YoY
Annual Giving
$70K
+40.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$23K
+40.0% YoY
About Conference of Consulting Actuaries
Based on IRS filings
Conference of Consulting Actuaries is a nonprofit organization, based in BEE CAVE, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $10.7M in total assets. In 2024, it awarded 3 grants totaling $70K. Net investment income was $531K.
Ready to take the next step with Conference of Consulting Actuaries?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,734,323 | $10,828,621 | $9,874,874 |
| Revenue | $3,303,211 | $2,970,056 | $2,940,940 |
| Expenses | $3,579,521 | $2,772,865 | $2,700,129 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $531,355 | $399,204 | $608,575 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Yi-Ling Lin | President | 10 | — |
| Rob Reiskytl | President Elect | 10 | — |
| James Dolstad | Vice President | 5 | — |
| James Jones | Vice President | 5 | — |
| Gail Steward | Vice President | 5 | — |
| Joshua Shapiro | Secretary | 5 | — |
| Craig Rosenthal | Treasurer | 5 | — |
| David Scharf | Immediate Past President | 5 | — |
| Derek Guyton | Penultimate President | 3 | — |
| Paul Angelo | Board Member | 3 | — |
| Rob Bacher | Board Member | 3 | — |
| Mariah Becker | Board Member | 3 | — |
| Douglas J Carey | Board Member | 3 | — |
| Cheryl A Ham | Board Member | 3 | — |
| Kenny Herbold | Board Member | 3 | — |
| Jessica Kachur | Board Member | 3 | — |
| Thomas Edward Persichetti | Board Member | 3 | — |
| Tim Stawicki | Board Member | 3 | — |
| Tayna E Sun | Board Member | 3 | — |
| Elizabeth Wiley | Board Member | 3 | — |
| Kelly Fanella | Executive Director | 40 | $284,733 |
| Matthew Noncek | Assoc. ED Education & Tech | 40 | $163,993 |
| Shannon Peterson | Dir. Members & Community | 40 | $144,260 |
| Rachael McLaughlin | Director of Marketing & Co | 40 | $154,376 |
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Harold D Miller Endowment Fund
DALLAS, TX
Assets
$890K
Grants
1
Total Given
$44K
Amarillo Business Foundation
AMARILLO, TX
Assets
$4.2M
Grants
13
Total Given
$222K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Conference of Consulting Actuaries on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities