Civic Intelligence

Concerned Actuaries Group Inc.

990EZ • Fiscal year 2021 • EIN 82-2595741

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 13, 2022

Organization Profileconcernedactuaries.org
2919 W Country Club DriveMequon, WI 53092

(262) 573-4651

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

95th percentile

238%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

52%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$61,813

Up $43,519 (+238%) from 2020

Net Assets

$61,813

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin80th percentile

Revenue

Up

$114,450

Up $38,950 (+52%) from 2020

Expenses

Down

$70,931

Down $792 (-1.1%) from 2020

Net Income

Up

$43,519

Up $39,742 (+1052%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$61,813
Liabilities$0
Net Assets$61,813
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$114,450
Expenses$70,931
Net Income$43,519
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 13, 2022
Return Version
2021v4.0
Gross Receipts
$114,450
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. A series of videos were distributed to specific audiences for feedback and were posted to the website for public consumption during 2021. These materials are intended to benefit actuaries, health care providers, regulators and the general public.$0$35,517
Financial and actuarial modeling: CAG continued the further development in 2021 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.$0$15,000
Cooperation with other organizations with related interests: During 2021 CAG engaged in numerous (virtual) 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$12,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark LitowPresident And DirectorPT$0--
Ronald ColbySecretary, Treasurer And DirectorPT$0--
Robert CollettDirector (Also Secretary/Treasurer Until Nov 2021)PT$0--
Fred KilbourneDirector-$0--
Gayle BrekkeDirector-$0--
Tim BartholowDirector-$0--
Stuart AldenDirector-$0--
Scott LitowDirector-$0--
Robert ShapiroPresident And Director (Until His Death, 2-11-21)-$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
4257096664
Signed
2022-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber
Address
10900 4th Street NE, Suite 1400, Bellevue, WA 98004
Preparer
Jennifer Becker Harris
Phone
4257096664
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Donation to Sherman Phoenix Foundation, Milwaukee, Wisconsin for their general operations, in furtherance of the work of CAG founder Robert Shapiro, a memorial to Mr. Shapiro who died February 11, 2021.”

Form 990-EZ, Part I, Line 16

“D&O Insurance Policy.”

Form 990-EZ, Part V, Line 33

“Information regarding personal benefit contracts: CAG did not during the year receive any funds directly or indirectly to pay premiums on any personal benefit contract. CAG did not during the year pay any premiums directly or indirectly on a personal benefit contract.”

Raw XML Appendix242 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President and Director (until his death, 2-11-21)
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0The 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Financial and actuarial modeling: CAG continued the further development in 2021 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Cooperation with other organizations with related interests: During 2021 CAG engaged in numerous (virtual) 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donation to Sherman Phoenix Foundation, Milwaukee, Wisconsin for their general operations, in furtherance of the work of CAG founder Robert Shapiro, a memorial to Mr. Shapiro who died February 11, 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1D&O Insurance Policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information regarding personal benefit contracts: CAG did not during the year receive any funds directly or indirectly to pay premiums on any personal benefit contract. CAG did not during the year pay any premiums directly or indirectly on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part V, Line 33
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Colby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04257096664
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONCERNED ACTUARIES GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0CONC
ReturnHeader/Filer/EIN0822595741
ReturnHeader/Filer/PhoneNum02625734651
ReturnHeader/Filer/USAddress/AddressLine1Txt02919 W Country Club Drive
ReturnHeader/Filer/USAddress/CityNm0Mequon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911194016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clark Nuber
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 4th Street NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellevue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04257096664
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Becker Harris
ReturnHeader/ReturnTs02022-04-14T13:36:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,813
Liabilities
$0
Net assets
$61,813
Revenue
$114,450
Expenses
$70,931
Net income
$43,519
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