2024-05-09T17:48:24-07:00 2023-12-31 911194016 Clark Nuber PS 10900 4th Street NE Suite 1400 Bellevue WA 98019 990EZ 2023-01-01 822595741 CONCERNED ACTUARIES GROUP INC CONC 2625734651 2919 W Country Club Drive Mequon WI 53092 Ronald Colby Secretary Treasurer 2625734651 2024-05-09 1 Ronald Colby 999009999 1 Jennifer Becker Harris P00183358 4257096664 2024-05-09 1 11 1 AAL2 X 2023 2023-04-26 12:10:37Z X concernedactuaries.org X X 83000 X 83000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 83000 0 0 0 81226 0 0 1961 83187 -187 51068 0 50881 X 47318 47412 0 0 5000 5000 52318 52412 1250 1531 51068 50881 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. 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 48346 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 17024 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 13995 79365 Mark Litow President and Director 20 0 0 0 Ronald Colby Secretary, Treasurer and Director 6 0 0 0 Robert Collett Director 4 0 0 0 Gayle Brekke Director 5 0 0 0 Tim Bartholow Vice President and Director 5.00 0 0 0 Scott Litow Director 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WI Mark Litow 2919 W Country Club Drive Mequon WI 53092 2625734651 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 93000 75500 114450 64500 83000 430450 0 0 0 0 0 0 0 0 0 0 93000 75500 114450 64500 83000 430450 356487 73963 0 0 0 0 0 0 0 0 0 0 0 0 430450 0.17183 0.17894 X The 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 issues of particular importance and interest to the public and the policymakers that represent them. Our objective is to continue to broaden the collective breadth of experience and expertise of the Board by adding, as we are able to do so, professionals with experience in pensions, public pensions, accounting, economics and medicine. The organization is not a membership organization and does not collect dues. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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.