Skip to content
Nonprofiteer
← SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC

Form 990 for tax year 2023

Filed by SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC.

Totals

Total revenue
$3,146,470
Total expenses
$2,745,507
Contributions and grants received
$348,149
Grants paid
$26,190
Program service revenue
$2,798,321
Investment income
$0
Other revenue
$0
Total assets, end of year
$5,702,139
Total liabilities, end of year
$1,593,014
Net assets or fund balances, end of year
$4,109,125
Program services expenses (Part IX)
$300,139
Management and general expenses
$2,445,368
Fundraising expenses
$0
Program service expenses (Part III)
$300,139

Program services were 10.9% 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

    $323,149

  • 1f · All other contributions, gifts and grants

    $25,000

  • 2a · Program service revenue: SEMINAR REVENUES

    total $1,928,588 · related or exempt $1,928,588

  • 2b · Program service revenue: LICENSEE SPONSORED PRO

    total $869,733 · related or exempt $869,733

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,000 · program services $25,000

  • 2 · Grants to domestic individuals

    total $1,190 · program services $1,190

  • 11c · Fees: accounting

    total $14,181 · management and general $14,181

  • 12 · Advertising and promotion

    total $13,494 · program services $817 · management and general $12,677

  • 13 · Office expenses

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

  • 19 · Conferences, conventions and meetings

    total $130,136 · program services $118,916 · management and general $11,220

  • 24a · Other expenses: PROFESSIONAL FEES- OTHE

    total $158,157 · program services $1,035 · management and general $157,122

  • 24b · Other expenses: CREDENTIALING EXPENSE

    total $104,347 · program services $104,347

  • 24c · Other expenses: ACADEMIC DEVELOPMENT

    total $48,834 · program services $48,834

  • 24d · Other expenses: SUPPLIES-OFFICE

    total $168 · management and general $168

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $99 · end of year $99

  • 2 · Savings and temporary cash investments

    beginning of year $181,531 · end of year $67,775

  • 8 · Inventories for sale or use

    beginning of year $1,749 · end of year $7,019

  • 9 · Prepaid expenses and deferred charges

    end of year $4,751

  • 12 · Investments: other securities

    beginning of year $5 · end of year $5

  • 15 · Other assets

    beginning of year $3,787,013 · end of year $5,622,490

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,000 · end of year $10,000

  • 19 · Deferred revenue

    beginning of year $252,235 · end of year $280,815

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year $3,708,162 · end of year $4,109,125

Mission and programs · 2023

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 $300,139 · Revenue $2,798,321

As filed on the 2023 return.

Listed in Part VII

  • Gary S Broesch Cisr Ains

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Suzanne M Baillargeon Cic Cisr Ai

    IMMEDIATE PAST-CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Cheri E Green Cic Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Donna W Wilson Cic

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Beckie Ervin Cic

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Amber M Bosma Cic Cisr

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Meagan J Cannada Cic

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Brenda L Grow Cic Arm

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Lyndsay R Kooistra Cic

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Lisa Lemanski Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Summer A Rehkop Ciccrmcisr

    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

  • Claire Richardson Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Teresa Teri Rston Cic Crm Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • William T Hold PhD Cic Cpcu Cl

    EXECUTIVE CHAIRMAN

    Total calculated
    $341,051
    From this org
    $0
    From related orgs
    $326,448
    Other
    $14,603
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $320,950 related
    Bonus
    $0 + $5,498 related
    Other
    $0
    Deferred
    $0 + $14,603 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $341,051 related

  • William J Hold MBA Crm Cisr

    CHIEF EXECUTIVE OFFICER/PR

    Total calculated
    $560,264
    From this org
    $0
    From related orgs
    $545,414
    Other
    $14,850
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $350,000 related
    Bonus
    $0 + $195,414 related
    Other
    $0
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $560,264 related

  • Mitch Dunford MBA

    CHIEF MARKETING OFFICER

    Total calculated
    $287,054
    From this org
    $0
    From related orgs
    $280,304
    Other
    $6,750
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $178,269 related
    Bonus
    $0 + $102,035 related
    Other
    $0
    Deferred
    $0 + $6,750 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $287,054 related

  • Alex Lekhraj

    CHIEF OPERATING OFFICER

    Total calculated
    $291,221
    From this org
    $0
    From related orgs
    $278,717
    Other
    $12,504
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $178,269 related
    Bonus
    $0 + $100,448 related
    Other
    $0
    Deferred
    $0 + $12,504 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $291,221 related

  • Danielle D Janecka

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $291,221
    From this org
    $0
    From related orgs
    $278,717
    Other
    $12,504
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $178,269 related
    Bonus
    $0 + $100,448 related
    Other
    $0
    Deferred
    $0 + $12,504 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $291,221 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

  • LAREDO INDEPENDENT SCHOOL DISTRICT

    $0

    CISR HS PROGRAM

  • DALLAS ISD

    $0

    CISR HS PROGRAM

  • PERRY TOWNSHIP SCHOOLS

    $0

    CISR HS PROGRAM

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

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202433179349308548

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.