Nonprofit · EIN 82-2595741
CONCERNED ACTUARIES GROUP INC
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $96,200 | $92,697 | $3,503 | $81,709 | $3,108 | $78,601 |
| December 31, 2024 | 990-EZ | $139,290 | $115,073 | $24,217 | $76,629 | $1,531 | $75,098 |
| December 31, 2023 | 990-EZ | $83,000 | $83,187 | -$187 | $52,412 | $1,531 | $50,881 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $96,200
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $10,200
- Salaries, compensation and benefits (total)
- $10,200
- Professional fees and payments to contractors
- $80,100
- Printing, publications and postage
- $417
- Other expenses
- $1,980
- Program services (functional)
- $88,618
Balance sheet and other
- Total assets, start of year
- $76,629
- Total assets, end of year
- $81,709
- Total liabilities, end of year
- $3,108
- Net assets, end of year
- $78,601
- Cash, savings and investments
- $76,709
- Gross receipts
- $96,200
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Litow | Director | 5.3 | $10,200 |
| Mark Litow | President and Director | 20 | $0 |
| Ronald Colby | Secretary, Treasurer and Director | 6 | $0 |
| Robert Collett | Director | 5 | $0 |
| Gayle Brekke | Director | 5 | $0 |
| Tim Bartholow | Vice President and Director | 5 | $0 |
990-EZ for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Litow | President and Director | 20 | $0 |
| Ronald Colby | Secretary, Treasurer and Director | 6 | $0 |
| Robert Collett | Director | 5 | $0 |
| Gayle Brekke | Director | 5 | $0 |
| Tim Bartholow | Vice President and Director | 5 | $0 |
| Scott Litow | Director | 4 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Litow | President and Director | 20 | $0 |
| Ronald Colby | Secretary, Treasurer and Director | 6 | $0 |
| Robert Collett | Director | 4 | $0 |
| Gayle Brekke | Director | 5 | $0 |
| Tim Bartholow | Vice President and Director | 5 | $0 |
| Scott Litow | Director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2919 W COUNTRY CLUB DR, MEQUON, WI 53092-5163
- In care of
- % JASON KOHOUT
- Signed the 990-EZ
- Ronald Colby, Secretary/Treasurer
- Phone
- (262) 573-4651
- Website
- concernedactuaries.org
- Return prepared by
- Clark Nuber PS
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 accomplishments
- 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 2025, the website underwent a planned redesign. The redesign is extensive and is being launched in phases. The goal of the redesign is for the website to be more accessible by and useful to CAG's public constituencies.Expenses $47,734
- Financial and actuarial modeling: CAG continued the further development in 2025 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 2025 progress was made on a series of enhancements to the model, including the ability to analyze state or local geographic areas. The model is being used in a project to model how certain proposed changes might impact the delivery of care in rural Wisconsin. This project engages several independent organizations, and is specifically enabled by the improvements made to the model. The improvements made to the model have allowed quicker turn around time on changes to hypotheses and have led to the model's performance being well received by the partner organizations. Detailed specifications were written to further improve the model to include major elements beyond healthcare, including Social Security.Expenses $27,042
- Cooperation with other organizations with related interests: During 2025 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.Expenses $13,842
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 82-2595741
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B05)
- Assets (IRS master file)
- $81,709
- Income (IRS master file)
- $96,200
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $96,200 | $92,697 | $81,709 | IRS |
| 990-EZ | December 2024 | $139,290 | $115,073 | $76,629 | IRS |
| 990-EZ | December 2023 | $83,000 | $83,187 | $52,412 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-2595741).
Questions about CONCERNED ACTUARIES GROUP INC
- What is the EIN of CONCERNED ACTUARIES GROUP INC?
- The employer identification number (EIN) of CONCERNED ACTUARIES GROUP INC is 82-2595741.
- Is CONCERNED ACTUARIES GROUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CONCERNED ACTUARIES GROUP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CONCERNED ACTUARIES GROUP INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONCERNED ACTUARIES GROUP INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONCERNED ACTUARIES GROUP INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of CONCERNED ACTUARIES GROUP INC?
- The 990-EZ for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $10,200 (Scott Litow, Director).
- How much revenue does CONCERNED ACTUARIES GROUP INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $96,200, expenses of $92,697 and total assets of $81,709 at year end.
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