2025-07-11T12:22:23-05:00 2024-12-31 351489521 GREENWALT CPAS INC 5342 WEST VERMONT STREET INDIANAPOLIS IN 46224 990 2024-01-01 262312607 SECURITIES & INSURANCE LICENSING ASSOCIATION SECU 8004288329 PO BOX 498 ZIONSVILLE IN 46077 SHERRI COLEMAN EXECUTIVE DIRECTOR 8004288329 2025-07-03 1 1 JOHN W KELLER CPA P01329619 3172412999 2025-07-03 2024 2025-03-06 01:10:19Z X SHERRI COLEMAN PO BOX 498 ZIONSVILLE IN 46077 1274872 0 X WWW.SILA.ORG X 2008 IN THE MISSION OF THE SECURITIES AND INSURANCE LICENSING ASSOCIATION (SILA) IS TO PROVIDE AN EDUCATIONAL FORUM THROUGH WHICH ALL MEMBERS OF THE INSURANCE LICENSING AND SECURITIES REGISTRATION INDUSTRIES CAN EXCHANGE INFORMATION, BEST PRACTICES AND IDEAS TO RESOLVE ISSUES COMMON TO THE INDUSTRY. SILA PROVIDES A VENUE FOR INDUSTRY AND REGULATORS TO COME TOGETHER TO STREAMLINE AND IMPROVE LICENSING AND REGISTRATION ACROSS THE COUNTRY. 14 14 4 200 4650 0 361625 378950 654605 815500 6816 51417 15602 29005 1038648 1274872 9000 18242 0 0 235510 291895 0 0 0 758796 896430 1003306 1206567 35342 68305 1937125 1993694 295486 283750 1641639 1709944 X THE MISSION OF THE SECURITIES AND INSURANCE LICENSING ASSOCIATION (SILA) IS TO PROVIDE AN EDUCATIONAL FORUM THROUGH WHICH ALL MEMBERS OF THE INSURANCE LICENSING AND SECURITIES REGISTRATION INDUSTRIES CAN EXCHANGE INFORMATION, BEST PRACTICES AND IDEAS TO RESOLVE ISSUES COMMON TO THE INDUSTRY. SILA PROVIDES A VENUE FOR INDUSTRY AND REGULATORS TO COME TOGETHER TO STREAMLINE AND IMPROVE LICENSING AND REGISTRATION ACROSS THE COUNTRY. 0 0 MEMBERSHIP SERVICES: SILA CONTINUES TO PROVIDE THE FOLLOWING BENEFITS TO ITS MEMBERS: SILA LICENSING JOURNAL, MEMBERSHIP DIRECTORY, SILA NEWSLETTERS, SILA BEST PRACTICES HANDBOOK, RESOURCE CENTER (DISCUSSION FORUM, REGULATORY UPDATES, SUBGROUP COMMITTEES, NON-DUES PAYING CHAPTER MEETINGS), AND AWARD RECOGNITIONS. SILA ALSO OFFERES THE SILA DIGEST SERVICE AS A RESOURCE BENEFIT TO ITS MEMBERS, OFFERED UNDER A REVENUE SHARE ARRANGEMENT WITH THE CONTENT PROVIDERS. ANNUAL EDUCATION CONFERENCE: MEMBERS EXPERIENCE PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES. TRAINING AND DESIGNATION PROGRAMS: PROVIDE EDUCATIONAL COURSES AND PROGRAMS FOR MEMBERS' EDUCATIONAL GROWTH AND RECOGNITION. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 4 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X MARY KAY KRAMBEER 8004288329 PO BOX 498 ZIONSVILLE IN 460770498 HEATHER COULTER TREASURER 1.00 X X 0 0 0 BILL SWANSTROM FINRA ADVISOR 1.00 X 0 0 0 PAUL WILLIS PRESIDENT ELECT 1.00 X X 0 0 0 PAULA SISNEROS VENDOR RELATIONS CHAIR 1.00 X 0 0 0 JASON MCCARTNEY SPONSORSHIP 1.00 X 0 0 0 FRED KARLINSKY LEGAL ADVISOR 1.00 X 0 0 0 DIANA CAPES EXECUTIVE DIRECTOR - EXITED 12/31/24 40.00 X X 119357 0 0 ALLISTER YU COMMUNICATIONS CHAIR 1.00 X 0 0 0 DEBORAH FABRITZ REGULATORY SECURITIES ADVISOR 1.00 X 0 0 0 TRACY SLOAN NOMINATIONS 1.00 X 0 0 0 RICHARD TOZER REGULATORY ADVISOR 1.00 X 0 0 0 SHERRI COLEMAN EXECUTIVE DIRECTOR - STARTED 7/15/24 40.00 X X 46442 0 0 NIKKI BROWN SECRETARY 1.00 X X 0 0 0 DIANA IVEY IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 TIM OWEN PRESIDENT ELECT 1.00 X X 0 0 0 RACHEL CHESTER REGULATORY ADVISOR 1.00 X 0 0 0 BRANDI BROWN EDUCATION CHAIR 1.00 X 0 0 0 APRIL GASKIN SECURITIES 1.00 X 0 0 0 AMY WARD MEMBERSHIP SERVICES 1.00 X 0 0 0 LESLI LEAKEY GOVERNANCE CHAIR 1.00 X X 0 0 0 165799 0 0 1 0 0 0 0 378950 378950 MEETING REGISTRATION 611430 666700 666700 SPONSORSHIPS 611430 148800 148800 815500 51417 51417 MISCELLANOUS REVENUE 24355 24355 ADVERTISING 541800 4650 4650 29005 1274872 839855 4650 51417 18242 165799 102676 2227 21193 2635 25386 570 10920 10080 11190 734325 159 3768 TAXES 239 REGULATOR REIMBURSEMENT 30015 SOFTWARE/WEB 28181 MERCHANT FEES 24592 14370 1206567 165928 211719 1547620 1727748 100561 40350 122416 13436 1100 659 600 441 1937125 1993694 30211 52175 265275 231575 295486 283750 X 1641639 1709944 1641639 1709944 1937125 1993694 68305 0 X 0 0 0 0 1 0 1100 659 441 441 0 SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC 343 PREBSTER DR BROWNSBURG IN 46112 453249908 501(C)(3) 18242 0 SILA MADE CONTRIBUTIONS TO THE SILA FOUNDATION INC. THIS 501(C)3 ORGANIZATION PROVIDES SIMILAR SERVICES TO THE GENERAL PUBLIC. 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS A MEMBERSHIP ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND GOVERNANCE CHAIR OF THE SILA BOARD OF DIRECTORS REVIEW FORM 990 PRIOR TO SUBMISSION. ANY IDENTIFIED DISCREPANCIES ARE COMMUNICATED TO THE EXECUTIVE DIRECTOR AND OFFICERS FOR DISCUSSION AND CORRECTION AS NEEDED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS, INCLUDING OFFICERS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS, ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEIR READING AND UNDERSTANDING OF THE CONFLICT OF INTEREST POLICY, AND BY SIGNATURE AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE SECURITIES & INSURANCE LICENSING ASSOCIATION HAS DESIGNATED A PERSONNEL COMMITTEE THAT INCLUDES THE PRESIDENT, PRESIDENT-ELECT AND IMMEDIATE PAST-PRESIDENT. THIS COMMITTEE'S SOLE PURPOSE IS TO EVALUATE THE EXECUTIVE DIRECTOR'S PERFORMANCE, ADMINISTER SALARY AND BENEFITS ON AN ANNUAL BASIS WITHIN THE APPROVED SALARY AND BENEFIT BUDGETS AND RECOMMEND TO THE BOARD OF DIRECTORS ACTION TO HIRE, FIRE AND/OR ADJUST THE PAID STAFF LEVELS OF THE CORPORATION. ACCORDING TO THE BYLAWS, THE OFFICERS AND DIRECTORS SHALL SERVE WITHOUT COMPENSATION FOR THEIR BOARD POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS WHICH INCLUDE THE CONFLICT OF INTEREST POLICY, THE MISSION/VISION STATEMENTS AND THE 5-YEAR STRATEGIC PLAN ARE AVAILABLE TO MEMBERS VIA THE SILA WEBSITE. FINANCIAL STATEMENTS ARE SHARED MONTHLY WITH THE FINANCE COMMITTEE AND THE BOARD AND AVAILABLE UPON REQUEST FOR ALL OTHER MEMBERS OF THE PUBLIC. SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC 343 PREBSTER DR BROWNSBURG IN 46112 453249908 THE FDN PROVIDES SERVICES SIMILAR TO THOSE OF SILA TO THE GENERAL PUBLIC. IN 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC B 18242 CASH SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC Q 20093 CASH