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SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC

EIN 74-2493055 AUSTIN, TX

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Revenue 2024
$3,105,518
Expenses 2024
$2,612,032

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

As filed

Subsection
06
Street
3630 NORTH HILLS DR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $3,105,518
    Expenses
    $2,612,032
    Contributions
    $325,450
    Grants paid
    $2,810
  • 2023
    Revenue
    $3,146,470
    Expenses
    $2,745,507
    Contributions
    $348,149
    Grants paid
    $26,190
  • 2022
    Revenue
    $3,351,899
    Expenses
    $2,880,933
    Contributions
    $344,286
    Grants paid
    $18,750

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,156,813
    Expenses
    $2,913,878
    Assets (EOY)
    $3,983,502
  • 2020 · 990

    Revenue
    $2,814,163
    Expenses
    $2,726,883
    Assets (EOY)
    $3,289,545
  • 2019 · 990

    Revenue
    $3,428,043
    Expenses
    $3,311,793
    Assets (EOY)
    $3,228,012
  • 2018 · 990

    Revenue
    $3,354,325
    Expenses
    $3,142,508
    Assets (EOY)
    $3,142,167
  • 2017 · 990

    Revenue
    $3,580,852
    Expenses
    $3,241,019
    Assets (EOY)
    $2,952,226
  • 2016 · 990

    Revenue
    $3,704,307
    Expenses
    $3,316,855
    Assets (EOY)
    $2,683,360
  • 2015 · 990

    Revenue
    $3,749,393
    Expenses
    $3,261,083
    Assets (EOY)
    $2,278,559
  • 2014 · 990

    Revenue
    $3,381,641
    Expenses
    $3,168,179
    Assets (EOY)
    $1,950,443
  • 2013 · 990

    Revenue
    $3,076,146
    Expenses
    $2,959,869
    Assets (EOY)
    $1,718,895
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $2,749,392
    Assets (EOY)
    $1,545,935

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

  • LAREDO INDEPENDENT SCHOOL DISTRICT

    $0

    2023 CISR HS PROGRAM

  • DALLAS ISD

    $0

    2023 CISR HS PROGRAM

  • PERRY TOWNSHIP SCHOOLS

    $0

    2023 CISR HS PROGRAM

  • LAREDO INDEPENDENT SCHOOL DISTRICT

    $0

    2022 CISR HS PROGRAM

  • CENTRAL TECHNOLOGY CENTER

    $0

    2022 CISR HS PROGRAM

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

  • CERTIFIED RISK MANAGERS INTERNATIONAL SA DE CV

    C · CPE · MX · 5% owned

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.