Civic Intelligence

Concerned Actuaries Group Inc.

990EZ • Fiscal year 2023 • EIN 82-2595741

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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

72nd percentile

0.03x

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

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

Liabilities / Revenue

71st percentile

0.02x

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

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

Net Margin

41st percentile

-0.2%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

71st percentile

29%

Faster revenue growth than 71% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$52,412

Up $94 (+0.2%) from 2022

Net Assets

Down

$50,881

Down $187 (-0.4%) from 2022

Liabilities

Up

$1,531

Up $281 (+22%) from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin41st percentile

Revenue

Up

$83,000

Up $18,500 (+29%) from 2022

Expenses

Up

$83,187

Up $7,942 (+11%) from 2022

Net Income

Up

-$187

Up $10,558 (+98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2023

Assets$52,412
Liabilities$1,531
Net Assets$50,881
Open 2023 Filing

Operations Trend

Revenue Growth71st 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

2023

Revenue$83,000
Expenses$83,187
Net Income-$187
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$83,000
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 2023, 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$48,346
Financial and actuarial modeling: CAG continued the further development in 2023 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$17,024
Cooperation with other organizations with related interests: During 2023 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$13,995
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark LitowPresident And DirectorPT$0--
Ronald ColbySecretary, Treasurer And DirectorPT$0--
Robert CollettDirector-$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
2625734651
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber PS
Address
10900 4th Street NE, Suite 1400, Bellevue, WA 98019
Preparer
Jennifer Becker Harris
Phone
4257096664
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“$1,799 for D&O Insurance; $108 for bank fees; $54 Wisc DFC filing fee.”

Form 990-EZ, Part II, Line 24

“Prepaid.”

Form 990-EZ, Part II, Line 26

“Accrued expenses.”

Raw XML Appendix223 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/TitleTxt0President and Director
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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.
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Public 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 2023, 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Financial and actuarial modeling: CAG continued the further development in 2023 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 2023 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The organization's public support percentage for the five-year period ending 12/31/2023 and 12/31/2022 is 17.18% and 17.89%, 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 had undertaken a number of new initiatives to attract public support from a variety of public sources. These include: producing and posting to our website a series of videos, designed to engage the public, in which panels of experts discuss the problems and issues with American healthcare and what can be done to improve the decision-making that so directly affects our health care, our financing and our well-being; hosting a series of live webinars inviting members of the general public to engage in conversations centered around these aforementioned videos and the issues and opportunities identified therein; forming new committees of the Board to 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. Most recently, members of the Rural Committee have been active in initiatives underway in the state of Wisconsin aimed at responding to immediate challenges to healthcare access in certain rural Wisconsin communities and helping to preserve access to quality care in these communities. Additionally, our 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. We anticipate that in the future, we will add a "Donate" button to the website, providing an easy means for any website visitor to donate directly to the organization. In 2023, we developed a key-contact list of more than 200 persons we believe may have interest in supporting our activities. We plan to begin periodic outreach to these individuals, updating them on our activities and accomplishments, thereby increasing the likelihood that these persons may contribute to the organization. As we gain experience and have success with these new initiatives, we expect the organization will continue to build a broad range of funding sources, increasing its percentage of public support. We do not anticipate that public support will fall below current levels. We added new donors to the organization in three of the prior four years, and our objective is to continue to identify additional donors in the future. The Board of Directors is comprised of active and retired professionals with deep knowledge about, and a personal interest in, providing both the public as well as policymakers with easily understood analysis of the issues affecting the sustainability of our nation's public finances and social insurance programs. The Board consists of three retired actuaries, an actuary who earned her PHD in health policy and management, an actively employed actuary with particular experience and expertise in the area of pharmacy benefits and an MD whose recent professional focus has been in the area of rural health care policy. The Board relies on this depth and breadth of experience to inform the analysis of issue
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$1,799 for D&O Insurance; $108 for bank fees; $54 Wisc DFC filing fee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accrued expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/PersonNm0Ronald Colby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02625734651
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911194016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clark Nuber PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 4th Street NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellevue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098019
ReturnHeader/PreparerPersonGrp/PhoneNum04257096664
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Becker Harris
ReturnHeader/ReturnTs02024-05-09T17:48:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ronald
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Colby
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,412
Liabilities
$1,531
Net assets
$50,881
Revenue
$83,000
Expenses
$83,187
Net income
-$187
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