2024-06-24T08:25:42-05:00 2023-12-31 061442902 PUE CHICK LEIBOWITZ & BLEZARD LLC 76 SOUTH FRONTAGE ROAD VERNON CT 06066 990EZ 2023-01-01 854169129 SEXUALITY AND GENDER ALLIANCE OF ACTUARIES INC SEXU 3128225438 5 S WASHINGTON STREET PO BOX 294 NAPERVILLE IL 605660294 DAVE DALY PRESIDENT 3128225438 2024-06-06 1 DAVE DALY 999009999 0 JEREMY S BRAYER CPA P01345873 8608711722 2024-06-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X WWW.SAGAACTUARIES.ORG X X 76159 X 75248 911 76159 22500 1200 34794 58494 17665 73818 0 91483 73818 91483 73818 91483 0 0 73818 91483 X THE ACTUARIAL PROFESSION IS A SMALL, NICHE PROFESSIONAL STEM FIELD THAT HAS BEEN GRAPPLING WITH DIVERSITY & INCLUSION CHALLENGES FOR MANY YEARS. THE ACTUARIAL FIELD LAGS BEHIND MANY INDUSTRIES AND NEARLY ALL OTHER STEM FIELDS IN MEMBERSHIP DIVERSITY. MANY ACTIONS ARE BEING TAKEN WITHIN ACTUARIAL ORGANIZATIONS TO TRY TO ADDRESS THESE ISSUES. THERE HAS BEEN MUCH FOCUS GIVEN TO INCREASING BLACK AND LATINX REPRESENTATION, BUT THERE HAS NOT BEEN ADEQUATE DISCUSSION AND ACTION TAKEN TO HELP THE LGBTQ+ COMMUNITY IN OUR PROFESSION. SAGAA SEEKS TO HELP LGBTQ+ ACTUARIES TO THRIVE IN THEIR CAREERS. BY PROVIDING EDUCATIONAL OPPORTUNITIES FOR ACTUARIES TO LEARN ABOUT CHALLENGES LGBTQ+ PEOPLE FACE, WE SEEK TO ACHIEVE BROADER INCLUSION AND ACCEPTANCE WITHIN ACTUARIAL WORKPLACES. SAGAA ENGAGES IN UNIVERSITY OUTREACH THROUGH VARIOUS INITIATIVES THAT STRIVE TO SUPPORT ASPIRING LGBTQ+ ACTUARIES. IN THE CURRENT YEAR, SAGAA COSPONSORED NETWORKING EVENTS IN NEW YORK CITY AND ATLANTA, DELIVERED BESPOKE PRESENTATIONS TAILORED TO THE NEEDS OF SPONSORING ORGANIZATIONS, JOINED PANELS, OFFERED PRESENTATIONS, AND REPRESENTED THE COMMUNITY AT MULTIPLE INDUSTRY EVENTS, EFFECTIVELY COLLABORATED WITH OTHER ACTUARIAL AFFINITY GROUPS TO ADVANCE DEI IN THE INDUSTRY, AND PRESENTED BIASES AND LGBTQ+ ISSUES IN INSURANCE INDUSTRY-WIDE IN PARTNERSHIP WITH THE SOA DRAWING 2,000+ ATTENDEES.IN 2023, SCHOLARSHIPS WERE AWARDED TO NINE QUALIFIED LGBTQ+ STUDENTS THAT ARE PURSUING AN ACTUARIAL CAREER (EACH $2,500). 22500 56689 SAGAA FORMED THE REGULATORY AND ADVOCACY COMMITTEE (RAC) IN Q4 2023. THE RAC SEEKS TO ENGAGE WITH INDUSTRY, REGULATORS, AND INTERESTED PARTIES TO EVALUATE CURRENT AND PROPOSED REGULATIONS AND PRACTIVES IN THE INSURANCE AND RETIREMENT INDUSTRY THAT COULD IMPACT THE LGTBQ+ COMMUNITY AND ADVOCATE FOR SPECIFIC POLICIES AND CHANGES WHERE APPROPRIATE. THE RAC WILL BE A LEADER IN EMERGING TOPICS AND ISSUES IN THIS SPACE, AND WILL BE AVAILABLE TO WORK WITH COMPANIES WHO WANT TO REVIEW HOW THEIR PRODUCTS AND PROCESSSES CAN BE MORE ACCOMODATING TO LGTBQ+ INDIVIDUALS. 0 0 56689 STEVE ARMSTRONG BOARD MEMBER 1.00 0 0 0 RON GEBHARDTSBAUER BOARD MEMBER 1.00 0 0 0 SANJA ZEHNDER BOARD MEMBER 1.00 0 0 0 JONAH VON DER EMBSE BOARD MEMBER 1.00 0 0 0 MIHAL ZELENIN SECRETARY 1.00 0 0 0 SIMONE WALKER TREASURER 1.00 0 0 0 DAVID DALY PRESIDENT 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IL SIMONE WALKER 5 S WASHINGTON ST PO BOX 294 NAPERVILLE IL 605660294 7082639664 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 47420 33429 75248 156097 47420 33429 75248 156097 156097 3 911 914 157011 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 911. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: $2,500 GRANTS TO 9 QUALIFIED LGBTQ+ STUDENTS PURSUING AN ACTUARIAL CAREER. GRANTEE NAME: 9 GRANTS OF $2,500. AMOUNT GIVEN: 22,500. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 18,750. DESCRIPTION: MISCELLANEOUS FEES. AMOUNT: 581. DESCRIPTION: TRAVELING AND EVENT FEES. AMOUNT: 15,463. TOTAL TO FORM 990-EZ, LINE 16: 34,794. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.