Civic Intelligence

Concerned Actuaries Group Inc.

EIN 82-2595741 • 501(c)3 • Mequon, WI

Pub. 78 Eligible

Profile

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.

2919 W Country Club DriveMequon, WI 53092

concernedactuaries.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

-0.2%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

0.2%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$76,629

Up $24,217 (+46%) from 2023

Liabilities

Flat

$1,531

Flat from 2023

Net Assets

Up

$75,098

Up $24,217 (+48%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin44th percentile

Revenue

Up

$139,290

Up $56,290 (+68%) from 2023

Expenses

Up

$115,073

Up $31,886 (+38%) from 2023

Net Income

Up

$24,217

Up $24,404 (+13050%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2017: $12,032Liabilities 2017: $02017Assets 2018: $14,115Liabilities 2018: $23,9012018Assets 2019: $19,517Liabilities 2019: $5,0002019Assets 2020: $18,294Liabilities 2020: $02020Assets 2021: $61,813Liabilities 2021: $0Net Assets 2021: $61,8132021Assets 2022: $52,318Liabilities 2022: $1,250Net Assets 2022: $51,0682022Assets 2023: $52,412Liabilities 2023: $1,531Net Assets 2023: $50,8812023Assets 2024: $76,629Liabilities 2024: $1,531Net Assets 2024: $75,0982024

Highlighted filing

2024

Assets$76,629
Liabilities$1,531
Net Assets$75,098
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2017: $105,500Expenses 2017: $93,468Net Income 2017: $12,0322017Revenue 2018: $158,500Expenses 2018: $180,316Net Income 2018: -$21,8162018Revenue 2019: $93,000Expenses 2019: $63,698Net Income 2019: $29,3022019Revenue 2020: $75,500Expenses 2020: $71,723Net Income 2020: $3,7772020Revenue 2021: $114,450Expenses 2021: $70,931Net Income 2021: $43,5192021Revenue 2022: $64,500Expenses 2022: $75,245Net Income 2022: -$10,7452022Revenue 2023: $83,000Expenses 2023: $83,187Net Income 2023: -$1872023Revenue 2024: $139,290Expenses 2024: $115,073Net Income 2024: $24,2172024

Highlighted filing

2024

Revenue$139,290
Expenses$115,073
Net Income$24,217
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,629
Liabilities
$1,531
Net assets
$75,098
Revenue
$139,290
Expenses
$115,073
Net income
$24,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$1.39$1.15$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.51$0.83$0.83$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.65$0.75$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.14$0.71$0.44
2020Summary only. Only limited summary data is available for this year.$0.18$0.00$0.76$0.72$0.04
2019Summary only. Only limited summary data is available for this year.$0.20$0.05$0.93$0.64$0.29
2018Summary only. Only limited summary data is available for this year.$0.14$0.24$1.59$1.80$0.22
2017Summary only. Only limited summary data is available for this year.$0.12$0.00$1.06$0.93$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$139,290
Mission and Program Overview

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.

Program Services

DescriptionGrantsExpenses
Public Outreach: CAG has produced videos and white papers on healthcare financing and delivery challenges. These have been shared with the general public via the CAG website. These materials are intended to benefit actuaries, health care providers, regulators and the general public. In 2022, the website was redesigned and relaunched, with the goal of being more accessible by and useful to CAG's public constituencies. In 2024, the organization continued its emphasis on improving the effectiveness of the website, placing numerous additional materials onto the site to be accessible to the public.$0$48,129
Financial and actuarial modeling: CAG continued the further development in 202 of a complex healthcare model for testing healthcare programs and proposals. The model is being developed under continuous review by actuaries and other healthcare professionals. This effort should benefit those tasked with developing, managing and overseeing the nation's healthcare programs and ultimately all participants in these programs. In 2024 plans were made for a series of enhancements to the model, including the ability to analyze state or local geographic areas and to include major elements beyond healthcare, including Social Security. In 2024 an outside organization was engaged to provide specifications and estimate costs to significantly upgrade the performance of the model, including being able to turn around requests for information in days instead of months, and to incorporate the enhancements noted above.$25,000$41,891
Cooperation with other organizations with related interests: During 2024 CAG engaged in numerous meetings and conversations with individuals and organizations sharing common interests with CAG. The goals of these efforts include exploring ways we can work together with these organizations in furtherance of our mutual objectives, improving our own in-depth understanding of the issues involved in order to improve our work in the areas noted above, seeking critiques of our work products in order to improve them, and to impart knowledge to these individuals and organizations that can in turn benefit them and their constituencies.$0$13,891
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark LitowPresident And DirectorPT$0--
Ronald ColbySecretary, Treasurer And DirectorPT$0--
Robert CollettDirectorPT$0--
Gayle BrekkeDirectorPT$0--
Tim BartholowVice President And DirectorPT$0--
Scott LitowDirector-$0--
Filing and Contact Details

Filer

Filer Name
Concerned Actuaries Group Inc
EIN
82-2595741
Phone
2625734651
Address
2919 W Country Club Drive, Mequon, WI 53092

Signing Officer

Name
Ronald Colby
Title
Secretary Treasurer
Phone
2067187141
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber PS
Address
10900 4th Street NE Suite 1400, Bellevue, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“$1,850 for D&O Insurance; $7,263 for hosting strategic planning meeting; $79 Wisconsin DFI fees.”

Form 990-EZ, Part II, Line 24

“Prepaid”

Form 990-EZ, Part II, Line 26

“Accrued expenses.”

Raw XML Appendix215 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Financial and actuarial modeling: CAG continued the further development in 202 of a complex healthcare model for testing healthcare programs and proposals. The model is being developed under continuous review by actuaries and other healthcare professionals. This effort should benefit those tasked with developing, managing and overseeing the nation's healthcare programs and ultimately all participants in these programs. In 2024 plans were made for a series of enhancements to the model, including the ability to analyze state or local geographic areas and to include major elements beyond healthcare, including Social Security. In 2024 an outside organization was engaged to provide specifications and estimate costs to significantly upgrade the performance of the model, including being able to turn around requests for information in days instead of months, and to incorporate the enhancements noted above.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Cooperation with other organizations with related interests: During 2024 CAG engaged in numerous meetings and conversations with individuals and organizations sharing common interests with CAG. The goals of these efforts include exploring ways we can work together with these organizations in furtherance of our mutual objectives, improving our own in-depth understanding of the issues involved in order to improve our work in the areas noted above, seeking critiques of our work products in order to improve them, and to impart knowledge to these individuals and organizations that can in turn benefit them and their constituencies.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The organization's public support percentage for the five-year period ending 12/31/2024 and 12/31/2023 is 15.88% and 17.18%, respectively. The public support is more than the 10% minimum amount of public support required in Regulation 1.170A-9(f)(3)(i). In the prior 24 months, the organization has pursued a number of initiatives to attract public support from a variety of public sources. These include: producing and posting to our website a series of videos, articles and papers, designed to engage the public, in which experts discuss or write about the problems and issues with American healthcare, Social Security and other social insurance and publicly financed programs. The website information addresses what can be done to improve the decision-making that so directly affects our health care, our financial security and our well-being. Committees of the Board focus specifically on certain areas we believe may be of particular interest to important subsets of the general public, including a Rural Committee focused on promoting further insight into the implications of health policy on rural constituencies and stakeholders, a Mindset Committee considering the changes that could result from bottom-up shifts in the mindset regarding healthcare, health insurance and subsidies and a Social Insurance and Public Financing Committee seeking to provide further illumination and understanding of the facts affecting the nation's social insurance and public finance programs. Every one of these aforementioned initiatives is specifically intended to be of interest to and deepen our engagement with certain subsets of the general public with the intent of translating the increased engagement and interest into additional contributors to our various initiatives. Additionally, the organization's website was completely redesigned and relaunched in 2022 with the intent of making it more accessible and interesting to the general public, further encouraging additional engagement and ultimately additional contributions. Each year since then, the organization has continued to work to improve the look, feel and content of the Website to increase the attractiveness and interest of the site to the general public. In 2024, the organization formed a Website and Communications committee comprised of Board members and outside experts. The Website and Communications committee focuses on assuring that both the content as well as the look and feel of the website effectively present the organization's messages and information in ways that will be easily accessed and easily understood by the public and potential donors and partners. The Website and Communications Committee is working on further reformatting of the website and is preparing further updates to website content consistent with these objectives. In 2024, the organization also formed a Fundraising Committee, comprised of Board members and outside experts. The charge of this committee is specifically to improve the effectiveness of the organization's fundraising activities and broaden the base of donors. There are several specific tracks being pursued by the Fundraising Committee: a list of potential individual and corporate donors has been compiled and a contact management system has been established as we prepare to systematically reach out to these potential donors; we are in the early stages of planning an annual fundraising event and have recruited as a member of the Fundraising Committee an individual who has 40 years of experience conducting such an event; we are making plans to leverage the success of the rural healthcare initiative that is being conducting in Wisconsin by approaching parties in other states, seeking partners and funds to initiate similar initiatives in those states. As we gain experience and have success with these new initiatives, we expect the organization will build a broad range of funding sources, increasing its percentage of public support. We do not anticipate that public sup
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$1,850 for D&O Insurance; $7,263 for hosting strategic planning meeting; $79 Wisconsin DFI fees.
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clark Nuber PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 4th Street NE Suite 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellevue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254544919
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Becker Harris
ReturnHeader/ReturnTs02025-05-09T14:33:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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