Nonprofit · EIN 46-4970294
RICHMOND CPCU SOCIETY CHAPTER
Tax-exempt · GLEN ALLEN, VA 23058
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $42,495 | $30,283 | $12,212 | $209,554 | – | $209,554 |
| December 31, 2024 | 990-EZ | $33,477 | $26,426 | $7,051 | $188,741 | – | $188,741 |
| December 31, 2023 | 990-EZ | $30,552 | $33,264 | -$2,712 | $177,020 | – | $177,020 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $27,096
- Membership dues
- $4,895
- Investment income
- $10,504
Expenses
- Grants and similar amounts paid
- $9,500
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $430
- Printing, publications and postage
- $182
- Other expenses
- $20,171
- Program services (functional)
- $17,580
Balance sheet and other
- Total assets, start of year
- $188,741
- Total assets, end of year
- $209,554
- Total liabilities, end of year
- –
- Net assets, end of year
- $209,554
- Cash, savings and investments
- $209,554
- Gross receipts
- $42,495
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 |
|---|---|---|---|
| Janet Buchanan | Director | 1 | $0 |
| Tredessa Travers | President | 1 | $0 |
| Jennifer Blandford | Director | 1 | $0 |
| Christopher Townsend | Vice President | 1 | $0 |
| Derek Lynch | Director | 1 | $0 |
| Michael S Smith | Treasurer | 1 | $0 |
| Olivia Wood | Secretary | 1 | $0 |
| Eric Waagner | Director | 1 | $0 |
| Sean Williams | Director | 1 | $0 |
| Heather MacIver | Director | 1 | $0 |
| Benjamin Boas | Director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janet Buchanan | President | 1 | $0 |
| Tredessa Travers | Vice President | 1 | $0 |
| Jennifer Blandford | Secretary | 1 | $0 |
| Christopher Townsend | Treasurer | 1 | $0 |
| Catherine Thrift | Director | 1 | $0 |
| Charity Grzelecki | Director | 1 | $0 |
| Zuhairah Tillinghast | Director | 1 | $0 |
| Derek Lynch | Director | 1 | $0 |
| Michael S Smith | Director | 1 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janet Buchanan | President | 1 | $0 |
| Tredessa Travers | Vice President | 1 | $0 |
| Jennifer Blandford | Secretary | 1 | $0 |
| Christopher Townsend | Treasurer | 1 | $0 |
| Catherine Thrift | Director | 1 | $0 |
| Charity Grzelecki | Director | 1 | $0 |
| Zuhairah Tillinghast | Director | 1 | $0 |
| Derek Lynch | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2153, GLEN ALLEN, VA 23058-2153
- Mailing address (990-N for 2023)
- PO Box 1748, Midlothian VA 23113
- Principal officer (990-N for 2023)
- Chris Townsend, PO Box 1748, Midlothian VA 23113
- Signed the 990-EZ
- Michael S Smith, Treasurer
- Phone
- (800) 644-2101
- Return prepared by
- Peters Tax Preparation & Consulting PC
Mission
Education and Promotion of Insurance.
Program accomplishments
- For 2025, the Richmond CPCU Society Chapter continued its mission of providing resources, educational programming, and leadership opportunities that attract talent and enable individuals to expand their technical insurance skills, business capabilities, and ethical leadership within the insurance industry. The Richmond CPCU Society Chapter serves individuals who hold or are pursuing the Chartered Property Casualty Underwriter designation, which is conferred by The Institutes and requires passing rigorous exams, meeting an experience requirement, and adhering to a strict code of professional ethics. This year, the Chapter featured a variety of educational and professional development programs. Knowledge events included an April 2025 webinar, Highwater, Higher Stakes: Insurance Realities from Asheville Residents, presented by Derek Lynch, which focused on the Asheville flooding event, the causes and limitations of available insurance coverage, and the recovery challenges faced by residents. In October 2025, the Chapter supported Crazy Claims, presented at the Virginia RIMS Conference by Chapter President Tredessa Travers, Charity Grzelecki, and Shawn Little, which highlighted unusual and complex insurance claims and the related lessons in policy interpretation, training, fraud awareness, and risk management. The Chapter also offered CPCU continuing education credit for its December webinar, Inclusion in Action: Cultivating an Inclusive Mindset for Workplace Impact, presented by Britani Jones of The Hanover Insurance Group. Ethics and diversity remained important areas of focus for the Chapter in 2025. In March 2025, Richmond CPCU hosted a virtual ethics session featuring Phyllis Davis, author of Navigating Virtue: Ethics and Etiquette in the American Business Landscape, which focused on ethical interactions and workplace etiquette. The Chapter also submitted a proposal to The Institutes in support of Ethics Month. In December 2025, the Chapter collaborated with The Hanover Insurance Group to present a webinar on workplace inclusivity, further supporting diversity and inclusion within the insurance profession. The Chapter also promoted awareness of the CPCU designation and provided outreach to students and insurance professionals. Chapter leaders and members participated in licensing and CPCU-related instruction for local insurance professionals, staffed a vendor table at the Regional GIS Conference, sponsored a VCU GIS student leader to attend In2Risk, and recognized scholarship recipients during the annual golf tournament reception. Chapter leaders also mentored students in risk management and insurance programs at Virginia Commonwealth University and Old Dominion University.grants $9,500
- Leadership development remained a significant focus in 2025. Vice President Chris Townsend attended the In2Leadership conference in Atlanta, Georgia, while President Tredessa Travers and Board Members Derek Lynch and Benjamin Boas attended the In2Risk conference in New Orleans, Louisiana. Chapter leadership also participated in CPCU Society volunteer leader webinars and regional leadership meetings. At the Society level, Tredessa Travers served as Vice Chair of the CPCU Insights Publications Committee in 2025 and was selected to serve as Chair in 2026. Board Member Heather MacIver participated as a friend of the National IDEA Committee, and Benjamin Boas was accepted to begin service on the Publications Committee in 2026. The Chapter also continued its efforts in recruitment and retention through outreach to new designees, Pathways members, students, retirees, and lapsed members, as well as through a member satisfaction survey conducted in September 2025. For 2025, the Chapter reported a member retention rate of 83%, a new designee recruitment rate of 50%, Pathways membership of 9%, and total chapter membership of 126. Community engagement and volunteer service remained an important part of the Chapters activities in 2025. In January 2025, members volunteered with Celebrate RVA to assemble birthday celebration packages for school-aged children. In April, the Chapter participated in an Earth Day cleanup at Pocahontas Park and supported a community Easter Egg Hunt. In November 2025, Board members prepared dinner for residents at the Ronald McDonald House. In December 2025, the Chapters holiday party included donations for Toys for Tots. The Chapter also recognized Janet Buchanan at the 2025 Annual Holiday Party for her 20 years of service to the Richmond Chapter.Expenses $3,208
- The Richmond CPCU Society Chapter hosted multiple networking and social events during 2025 to engage members and strengthen relationships within the insurance community. These events included the 3rd Annual Ice Cream Social in July, a Meet the Board event at Bingo Beer in February, a happy hour with the Alumni VCU GIS Chapter at the Virginia Museum of Fine Arts, and a holiday event at The Hermitage Club in Richmond. The Chapter also maintained an active online presence through its website and LinkedIn, sharing event updates, scholarship information, board leadership announcements, and other news relevant to members and prospective members.Expenses $14,372
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
IRS record
- EIN
- 46-4970294
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $209,554
- Income (IRS master file)
- $42,495
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $42,495 | $30,283 | $209,554 | IRS |
| 990-EZ | December 2024 | $33,477 | $26,426 | $188,741 | IRS |
| 990-N for 2023 Officer: Chris Townsend | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2023 | $30,552 | $33,264 | $177,020 | XML |
| 990 | December 2022 | $30,230 | $19,106 | $170,936 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 46-4970294).
Questions about RICHMOND CPCU SOCIETY CHAPTER
- What is the EIN of RICHMOND CPCU SOCIETY CHAPTER?
- The employer identification number (EIN) of RICHMOND CPCU SOCIETY CHAPTER is 46-4970294.
- Is RICHMOND CPCU SOCIETY CHAPTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2014.
- Are donations to RICHMOND CPCU SOCIETY CHAPTER tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RICHMOND CPCU SOCIETY CHAPTER file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of RICHMOND CPCU SOCIETY CHAPTER 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 RICHMOND CPCU SOCIETY CHAPTER last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of RICHMOND CPCU SOCIETY CHAPTER?
- The 990-N for 2023 names Chris Townsend.
- Who are the officers and directors of RICHMOND CPCU SOCIETY CHAPTER?
- The 990-EZ for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does RICHMOND CPCU SOCIETY CHAPTER have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $42,495, expenses of $30,283 and total assets of $209,554 at year end.
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