Nonprofit · EIN 74-1785679
SOCIETY OF CERTIFIED INSURANCE COUNSELORS
Also known as NATIONAL ALLIANCE FOR INS EDUCATION
Tax-exempt · AUSTIN, TX 78731
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,049,695 | $13,001,663 | $48,032 | $17,007,942 | $8,648,750 | $8,359,192 |
| December 31, 2023 | 990 | $12,643,815 | $13,851,572 | -$1,207,757 | $16,686,507 | $13,065,600 | $3,620,907 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,140,120
- Membership dues
- $2,140,120
- Program service revenue
- $8,879,744
- Investment income
- $494,727
- Net rental income
- $44,503
- Net gain from sales of assets
- $292,520
- Other revenue
- $1,535,104
Expenses
- Grants and similar amounts paid
- $15,592
- Other salaries and wages
- $8,051,238
- Salaries, compensation and benefits (total)
- $9,777,712
- Professional fundraising fees
- $0
- Legal fees
- $70,677
- Accounting fees
- $40,572
- Occupancy
- $148,453
- Travel
- $12,557
- Depreciation
- $535,662
- Program services (functional)
- $2,512,448
- Management and general (functional)
- $10,489,215
Balance sheet and other
- Total assets, start of year
- $16,686,507
- Total assets, end of year
- $17,007,942
- Total liabilities, end of year
- $8,648,750
- Net assets, end of year
- $8,359,192
- Land, buildings and equipment
- $5,552,394
- Net assets without donor restrictions
- $8,359,192
- Gross unrelated business income
- $44,503
- Gross receipts
- $13,049,695
- Employees
- 107
- Volunteers
- 0
- Year formed
- 1969
- State of legal domicile
- TX
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM J HOLD MBA CRM CISR | CHIEF EXECUTIVE OFFICER/PR Officer | 20 | $675,259 | $15,525 |
| ALEX LEKHRAJ | CHIEF OPERATING OFFICER Officer | 20 | $344,790 | $15,516 |
| MITCH DUNFORD MBA | CHIEF MARKETING OFFICER Officer | 20 | $344,790 | $7,800 |
| DANIELLE D JANECKA | CHIEF EXPERIENCE OFFICER Officer | 20 | $332,727 | $14,523 |
| WILLIAM T HOLD PHD CIC CPCU CL | EXECUTIVE CHAIRMAN Officer | 20 | $210,172 | $9,458 |
| JAY WILLIAMS | HEAD OF FACULTY & ACADEMIC DEVELOPMENT Highest-paid employee | 5 | $173,790 | $0 |
| NOELLE CODISPOTI | HEAD OF THE ACADEMY Highest-paid employee | 5 | $168,642 | $0 |
| FRANCISCO DOBLADO ROLDAN | HEAD OF DIGITAL EXPERIENCE Highest-paid employee | 5 | $154,135 | $0 |
| ELIZABETH BENHART | HEAD OF INSTRUCTIONAL DESIGN Highest-paid employee | 5 | $142,710 | $0 |
| DEBORAH BRCKA | CORPORATE ACCOUNTS DIRECTOR Highest-paid employee | 5 | $138,235 | $0 |
| GABRIEL GABE PORTILLO CIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| DENISE D BROWN CIC CPCU AINS AIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JACK H ELLIOTT JR CIC CISR SOTP | CHAIRMAN Trustee or director | 5 | $0 | $0 |
| CHRIS KERR CIC CISR | MEMBER-AT-LARGE Trustee or director | 5 | $0 | $0 |
| TRAVIS MCDAVID CIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R KEVIN RAY CIC CPCU AU AINS AI | IMMEDIATE PAST CHAIRMAN Trustee or director | 5 | $0 |
| KAREN REYNOLDS CIC | BOARD MEMBER Trustee or director | 5 | $0 |
| DAVID M SALDON CIC | BOARD MEMBER Trustee or director | 5 | $0 |
| LINDSEY A SHANK CIC | MEMBER-AT-LARGE Trustee or director | 5 | $0 |
| S COLE TUCKER JR CIC CRM LUTCF | BOARD MEMBER Trustee or director | 5 | $0 |
| DAVID A WALKER CIC CRM ARM AAI | BOARD MEMBER Trustee or director | 5 | $0 |
| KARL SHERRILL MBA CIC CRM | BOARD MEMBER Trustee or director | 5 | $0 |
| KARYN S ROELING CIC CPCU | BOARD MEMBER Trustee or director | 5 | $0 |
| MARK E WALL CIC CRM CPCU ARM | VICE CHAIRMAN Trustee or director | 5 | $0 |
| TIFFANIE PETERSON CIC CISR CRIS | BOARD MEMBER Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM J HOLD MBA CRM CISR | CHIEF EXECUTIVE OFFICER/PR Officer | 20 | $0 | $545,414 | $14,850 |
| WILLIAM T HOLD PHD CIC CPCU CL | EXECUTIVE CHAIRMAN Officer | 20 | $0 | $326,448 | $14,603 |
| ALEX LEKHRAJ | CHIEF OPERATING OFFICER Officer | 20 | $0 | $278,717 | $12,504 |
| DANIELLE D JANECKA | CHIEF EXPERIENCE OFFICER Officer | 20 | $0 | $278,717 | $12,504 |
| MITCH DUNFORD MBA | CHIEF MARKETING OFFICER Officer | 20 | $0 | $280,304 | $6,750 |
| BETTIE J DUFF | SECRETARY Officer | 20 | $0 | $121,759 | $5,446 |
| PHILIP T KRAMER CIC CPCU | IMMEDIATE PAST CHAIRMAN Trustee or director | 5 | $0 | $0 | $0 |
| GABRIEL GABE PORTILLO CIC | MEMBER-AT-LARGE Trustee or director | 5 | $0 | $0 | $0 |
| DENISE D BROWN CIC CPCU AINS AIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| JACK H ELLIOTT JR CIC CISR SOTP | VICE CHAIRMAN Trustee or director | 5 | $0 | $0 | $0 |
| CHRIS KERR CIC CISR | MEMBER-AT-LARGE Trustee or director | 5 | $0 | $0 | $0 |
| TRAVIS MCDAVID CIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| R KEVIN RAY CIC CPCU AU AINS AI | CHAIRMAN Trustee or director | 5 | $0 | $0 | $0 |
| KAREN REYNOLDS CIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| DAVID M SALDON CIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| LINDSEY A SHANK CIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| S COLE TUCKER JR CIC CRM LUTCF | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| DAVID A WALKER CIC CRM ARM AAI | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| MARK E WALL CIC CRM CPCU ARM | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| TABITHA RICHARDSON CIC CRM CISR C | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| TIFFANIE COURTNEY CIC CISR CRIS | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3630 N HILLS DR, AUSTIN, TX 78731-3028
- Principal officer (990 for 2024)
- WILLIAM J HOLD, 3630 NORTH HILLS DR, AUSTIN, TX 78731
- Signed the 990
- WILLIAM J HOLD, PRESIDENT
- Phone
- (512) 345-7932
- Return prepared by
- CALHOUN THOMSON MATZA LLP
Mission
TO PROVIDE EXCELLENT PROGRAMS OF PRACTICAL VALUE TO THE BEST INSURANCE AND RISK MANAGEMENT PRACTITIONERS, AND TO CONTINUALLY WORK TO BRING GREATER RECOGNITION AND VALUE TO THEIR ACHIEVEMENTS.
Program accomplishments
- SEMINAR AND INSTITUTE COSTS FOR THE EDUCATION OF CERTIFIEDINSURANCE COUNSELORS, CERTIFIED RISK MANAGERS, CERTIFIED PERSONAL RISK MANAGERS, AND CERTIFIED SCHOOL RISK MANAGERS.Expenses $2,512,448 · revenue $10,284,732
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1785679
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,007,942
- Income (IRS master file)
- $13,049,695
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,049,695 | $13,001,663 | $17,007,942 | IRS |
| 990 | December 2023 | $12,643,815 | $13,851,572 | $16,686,507 | XML |
| 990 | December 2022 | $12,946,993 | $13,196,624 | $16,560,827 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 74-1785679).
Questions about SOCIETY OF CERTIFIED INSURANCE COUNSELORS
- What is the EIN of SOCIETY OF CERTIFIED INSURANCE COUNSELORS?
- The employer identification number (EIN) of SOCIETY OF CERTIFIED INSURANCE COUNSELORS is 74-1785679.
- Is SOCIETY OF CERTIFIED INSURANCE COUNSELORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1976.
- Are donations to SOCIETY OF CERTIFIED INSURANCE COUNSELORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOCIETY OF CERTIFIED INSURANCE COUNSELORS 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 SOCIETY OF CERTIFIED INSURANCE COUNSELORS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOCIETY OF CERTIFIED INSURANCE COUNSELORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOCIETY OF CERTIFIED INSURANCE COUNSELORS?
- The 990 for the year ended December 31, 2024 names WILLIAM J HOLD.
- Who are the officers and directors of SOCIETY OF CERTIFIED INSURANCE COUNSELORS?
- The 990 for the year ended December 31, 2024 lists 25 people; 10 received compensation from the organization, the highest $675,259 (WILLIAM J HOLD MBA CRM CISR, CHIEF EXECUTIVE OFFICER/PR).
- How much revenue does SOCIETY OF CERTIFIED INSURANCE COUNSELORS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,049,695, expenses of $13,001,663 and total assets of $17,007,942 at year end.
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