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← SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC

Form 990 for tax year 2024

Filed by SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC.

Totals

Total revenue
$3,105,518
Total expenses
$2,612,032
Contributions and grants received
$325,450
Grants paid
$2,810
Program service revenue
$2,780,068
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$196,758
Management and general expenses
$2,415,274
Fundraising expenses
$0
Program service expenses (Part III)
$196,758

Program services were 7.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $325,450

  • 2a · Program service revenue: SEMINAR REVENUES

    total $1,974,599 · related or exempt $1,974,599

  • 2b · Program service revenue: LICENSEE SPONSORED PRO

    total $805,469 · related or exempt $805,469

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,810 · program services $2,810

  • 11c · Fees: accounting

    total $7,381 · management and general $7,381

  • 13 · Office expenses

    total $2,250,000 · management and general $2,250,000

  • 19 · Conferences, conventions and meetings

    total $132,425 · program services $127,528 · management and general $4,897

  • 24a · Other expenses: PROFESSIONAL FEES- OTHE

    total $152,996 · management and general $152,996

  • 24b · Other expenses: CREDENTIALING EXPENSE

    total $33,931 · program services $33,931

  • 24c · Other expenses: ACADEMIC DEVELOPMENT

    total $32,489 · program services $32,489

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $99 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $67,775 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $7,019 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,751 · end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $5 · end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $5,622,490 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,000

  • 19 · Deferred revenue

    beginning of year $280,815

  • 25 · Other liabilities

    beginning of year $1,302,199 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $4,109,125 · end of year $0

Mission and programs · 2024

Mission

TO PROVIDE QUALITY CONTINUING PROFESSIONAL EDUCATION TO ALL INSURANCE CUSTOMER SERVICE REPRESENTATIVES AND RELATED PERSONNEL.

  • CONTINUING PROFESSIONAL EDUCATION FOR INSURANCE CUSTOMER SERVICE REPRESENTATIVES AND RELATED PERSONNEL.

    Expenses $196,758 · Revenue $2,780,068

As filed on the 2024 return.

Listed in Part VII

  • Donna W Wilson Cic

    IMMEDIATE PAST-CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Lyndsay R Kooistra Cic

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Gary S Broesch Cisr Ains

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Meagan J Cannada Cic

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Claire Richardson Cisr

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Beckie Ervin Cic Crm

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Cheri E Green Cic Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Lisa Lemanski Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Summer A Rehkop Cic Crm Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Velencia Wadiwalla Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Lindsey Hamielec Cic Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Teresa Teri Rston Cic Crm Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Alfredo Baez-Maldonado Esq Cic Cr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • William T Hold PhD Cic Cpcu Cl

    EXECUTIVE CHAIRMAN

    Total calculated
    $219,630
    From this org
    $0
    From related orgs
    $210,172
    Other
    $9,458
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $210,172 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,458 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $219,630 related

  • William J Hold MBA Crm Cisr

    CHIEF EXECUTIVE OFFICER/PR

    Total calculated
    $690,784
    From this org
    $0
    From related orgs
    $675,259
    Other
    $15,525
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $350,000 related
    Bonus
    $0 + $325,259 related
    Other
    $0
    Deferred
    $0 + $15,525 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $690,784 related

  • Mitch Dunford MBA

    CHIEF MARKETING OFFICER

    Total calculated
    $352,590
    From this org
    $0
    From related orgs
    $344,790
    Other
    $7,800
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $180,000 related
    Bonus
    $0 + $164,790 related
    Other
    $0
    Deferred
    $0 + $7,800 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $352,590 related

  • Alex Lekhraj

    CHIEF OPERATING OFFICER

    Total calculated
    $360,306
    From this org
    $0
    From related orgs
    $344,790
    Other
    $15,516
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $180,000 related
    Bonus
    $0 + $164,790 related
    Other
    $0
    Deferred
    $0 + $15,516 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $360,306 related

  • Danielle D Janecka

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $347,250
    From this org
    $0
    From related orgs
    $332,727
    Other
    $14,523
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $180,000 related
    Bonus
    $0 + $152,727 related
    Other
    $0
    Deferred
    $0 + $14,523 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $347,250 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CERTIFIED RISK MANAGERS INTERNATIONAL SA DE CV

    C · CPE · MX · 5% owned

    Directly controlled by SOCIETY OF CIC

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202543219349314274

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