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

Form 990 for tax year 2022

Filed by SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC.

Totals

Total revenue
$3,351,899
Total expenses
$2,880,933
Contributions and grants received
$344,286
Grants paid
$18,750
Program service revenue
$3,007,574
Investment income
$0
Other revenue
$39
Total assets, end of year
$3,970,397
Total liabilities, end of year
$262,235
Net assets or fund balances, end of year
$3,708,162
Program services expenses (Part IX)
$397,663
Management and general expenses
$2,483,270
Fundraising expenses
$0
Program service expenses (Part III)
$397,663

Program services were 13.8% 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

    $325,536

  • 1f · All other contributions, gifts and grants

    $18,750

  • 2a · Program service revenue: SEMINAR REVENUES

    total $1,890,688 · related or exempt $1,890,688

  • 2b · Program service revenue: LICENSEE SPONSORED PRO

    total $1,116,693 · related or exempt $1,116,693

  • 2c · Program service revenue: CREDENTIALING AND CE A

    total $193 · related or exempt $193

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $39 · related or exempt $39

  • 11e · Other revenue, total

    $39

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,750 · program services $18,750

  • 11b · Fees: legal

    total $1,060 · management and general $1,060

  • 11c · Fees: accounting

    total $8,560 · management and general $8,560

  • 12 · Advertising and promotion

    total $32,032 · program services $10,657 · management and general $21,375

  • 13 · Office expenses

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

  • 19 · Conferences, conventions and meetings

    total $173,745 · program services $165,123 · management and general $8,622

  • 24a · Other expenses: PROFESSIONAL FEES- OTHE

    total $193,653 · management and general $193,653

  • 24b · Other expenses: CREDENTIALING EXPENSE

    total $126,559 · program services $126,559

  • 24c · Other expenses: ACADEMIC DEVELOPMENT

    total $76,574 · program services $76,574

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 $664,430 · end of year $181,531

  • 8 · Inventories for sale or use

    beginning of year $32,967 · end of year $1,749

  • 12 · Investments: other securities

    beginning of year $5 · end of year $5

  • 15 · Other assets

    beginning of year $3,286,001 · end of year $3,787,013

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,755 · end of year $10,000

  • 19 · Deferred revenue

    beginning of year $421,032 · end of year $252,235

  • 25 · Other liabilities

    beginning of year $316,519 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,237,196 · end of year $3,708,162

Mission and programs · 2022

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 $397,663 · Revenue $3,007,613

As filed on the 2022 return.

Listed in Part VII

  • Gary S Broesch Cisr Ains

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Mary K Russell Cic Cisr

    IMMEDIATE PAST-CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Suzanne M Baillargeon Cic Cisr Ai

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Cheri E Green Cic Cisr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Donna W Wilson Cic

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Beckie Ervin Cic

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Amber M Bosma Cic Cisr

    TREASURER

    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

    SECRETARY

    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
    $337,620
    From this org
    $0
    From related orgs
    $323,895
    Other
    $13,725
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $320,950 related
    Bonus
    $0 + $2,945 related
    Other
    $0
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $337,620 related

  • William J Hold MBA Crm Cisr

    CHIEF EXECUTIVE OFFICER/PR

    Total calculated
    $586,592
    From this org
    $0
    From related orgs
    $572,867
    Other
    $13,725
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $350,000 related
    Bonus
    $0 + $222,867 related
    Other
    $0
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $586,592 related

  • Mitch Dunford MBA

    CHIEF MARKETING & CONTENT

    Total calculated
    $294,698
    From this org
    $0
    From related orgs
    $288,198
    Other
    $6,500
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $175,000 related
    Bonus
    $0 + $113,198 related
    Other
    $0
    Deferred
    $0 + $6,500 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $294,698 related

  • Alex Lekhraj

    CHIEF INFORMATION OFFICER/

    Total calculated
    $299,218
    From this org
    $0
    From related orgs
    $286,356
    Other
    $12,862
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $175,000 related
    Bonus
    $0 + $111,356 related
    Other
    $0
    Deferred
    $0 + $12,862 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $299,218 related

  • Danielle D Janecka

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $262,373
    From this org
    $0
    From related orgs
    $251,110
    Other
    $11,263
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $175,000 related
    Bonus
    $0 + $76,110 related
    Other
    $0
    Deferred
    $0 + $11,263 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $262,373 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

  • CENTRAL TECHNOLOGY CENTER

    $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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333199349306478

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.