Nonprofit · EIN 74-2255697
ACADEMY OF PRODUCER INSURANCE STUDIES INC
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 | $803,744 | $670,520 | $133,224 | $3,214,239 | $384,685 | $2,829,554 |
| December 31, 2023 | 990 | $916,208 | $660,949 | $255,259 | $3,952,870 | $1,256,539 | $2,696,331 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $698,854
- Membership dues
- $611,529
- Program service revenue
- $104,890
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,577
- Travel
- $21,211
- Program services (functional)
- $21,957
- Management and general (functional)
- $648,563
Balance sheet and other
- Total assets, start of year
- $3,952,870
- Total assets, end of year
- $3,214,239
- Total liabilities, end of year
- $384,685
- Net assets, end of year
- $2,829,554
- Net assets without donor restrictions
- $2,829,554
- Gross receipts
- $803,744
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM J HOLD MBA CRM CISR | CHIEF EXECUTIVE OFFICER/PRESIDENT Trustee or director, Officer | 5 | $0 | $675,259 | $15,525 |
| ALEX LEKHAJ | CHIEF OPERATING OFFICER Trustee or director, Officer | 5 | $0 | $344,790 | $15,516 |
| MITCH DUNFORD | CHIEF MARKETING OFFICER Trustee or director, Officer | 5 | $0 | $344,790 | $7,800 |
| DANIELLE D JANECKA | CHIEF EXPERIENCE OFFICER Trustee or director, Officer | 5 | $0 | $332,727 | $14,523 |
| WILLIAM T HOLD | EXECUTIVE CHAIRMAN Trustee or director, Officer | 5 | $0 | $210,172 | $9,458 |
| CRISTINA PEDRAZA-MARTINEZ JD CPA | IMMEDIATE PAST CHAIRMAN Trustee or director | 5 | $0 | $0 | $0 |
| EDUARD J PULKSTENIS CIC CPCU FCAS | CHAIRMAN Trustee or director | 5 | $0 | $0 | $0 |
| DARRYL COLEMAN | VICE CHAIRMAN Trustee or director | 5 | $0 | $0 | $0 |
| CAMERON ALFORD UACRM ARM | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| JILL M BISCO PHD CIC CRMCPRM C | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| ALIVIA COOPER MS CIC CRM | MEMBER AT LARGE Trustee or director | 5 | $0 | $0 | $0 |
| WILLIAM T HOLD PHD CIC CPCU CL | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| PAMELA B KUSMA CIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| RICHARD L MCCATHRON CIC CPCU | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| DAVID MEDVIDOFSKY CICCRM CPCU ARM | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER VAN AARTRIJK CIC | MEMBER AT LARGE Trustee or director | 5 | $0 |
| SCOTT NAUGLE CIC AAI | BOARD MEMBER Trustee or director | 5 | $0 |
| MILI BANERJE-PAL | BOARD MEMBER Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM J HOLD MBA CRM CISR | CHIEF EXECUTIVE OFFICER/PR Trustee or director, Officer | 5 | $545,414 | $14,850 |
| WILLIAM T HOLD | EXECUTIVE CHAIRMAN Trustee or director, Officer | 5 | $326,448 | $14,603 |
| ALEX LEKHAJ | CHIEF OPERATING OFFICER Trustee or director, Officer | 5 | $278,717 | $12,504 |
| DANIELLE D JANECKA | CHIEF EXPERIENCE OFFICER Trustee or director, Officer | 5 | $278,717 | $12,504 |
| MITCH DUNFORD | CHIEF MARKETING OFFICER Trustee or director, Officer | 5 | $280,304 | $6,750 |
| MICHELLE D HAYNES CPA | TREASURER Officer | 5 | $130,946 | $5,848 |
| BETTIE J DUFF | SECRETARY Officer | 5 | $121,759 | $5,446 |
| CRISTINA PEDRAZA-MARTINEZ JD CPA | IMMEDIATE PAST CHAIRMAN Trustee or director | 5 | $0 | $0 |
| EDUARD J PULKSTENIS CIC CPCU FCAS | CHAIRMAN Trustee or director | 5 | $0 | $0 |
| DARRYL COLEMAN | VICE CHAIRMAN Trustee or director | 5 | $0 | $0 |
| DIANE C MASTERSON CIC CPCU | MEMBER AT LARGE Trustee or director | 5 | $0 | $0 |
| CAMERON ALFORD UACRM ARM | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JILL M BISCO PHD CIC CRMCPRM C | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ALIVIA COOPER MS CIC CRM | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| WILLIAM T HOLD PHD CIC CPCU CL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| PAMELA B KUSMA CIC | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| RICHARD L MCCATHRON CIC CPCU | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| DAVID MEDVIDOFSKY CICCRM CPCU ARM | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| PETER VAN AARTRIJK CIC | MEMBER AT LARGE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3630 N HILLS DR, AUSTIN, TX 78731-3028
- In care of
- % WILLIAM T HOLD
- Principal officer (990 for 2024)
- WILLIAM J HOLD, 3630 NORTH HILLS DR, AUSTIN, TX 78731
- Signed the 990
- WILLIAM J HOLD, PRESIDENT
- Phone
- (512) 346-7050
- Return prepared by
- CALHOUN THOMSON MATZA LLP
Mission
THE ACADEMY CONDUCTS RESEARCH IN ORDER TO RAISE AWARENESS, UNDERSTANDING, AND EFFECTIVENESS OF INSURANCE PRODUCERS AND RISK MANAGEMENT PRACTITIONERS.
Program accomplishments
- INSURANCE INDUSTRY RESEARCH PUBLICATION SALESExpenses $21,957 · revenue $104,890
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
- 74-2255697
- 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
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,214,239
- Income (IRS master file)
- $803,744
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $803,744 | $670,520 | $3,214,239 | XML |
| 990 | December 2023 | $916,208 | $660,949 | $3,952,870 | XML |
| 990 | December 2022 | $721,925 | $645,816 | $3,860,054 | 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 74-2255697).
Questions about ACADEMY OF PRODUCER INSURANCE STUDIES INC
- What is the EIN of ACADEMY OF PRODUCER INSURANCE STUDIES INC?
- The employer identification number (EIN) of ACADEMY OF PRODUCER INSURANCE STUDIES INC is 74-2255697.
- Is ACADEMY OF PRODUCER INSURANCE STUDIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to ACADEMY OF PRODUCER INSURANCE STUDIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ACADEMY OF PRODUCER INSURANCE STUDIES 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 ACADEMY OF PRODUCER INSURANCE STUDIES INC 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 ACADEMY OF PRODUCER INSURANCE STUDIES INC 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 ACADEMY OF PRODUCER INSURANCE STUDIES INC?
- The 990 for the year ended December 31, 2024 names WILLIAM J HOLD.
- Who are the officers and directors of ACADEMY OF PRODUCER INSURANCE STUDIES INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does ACADEMY OF PRODUCER INSURANCE STUDIES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $803,744, expenses of $670,520 and total assets of $3,214,239 at year end.
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