SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC
EIN 74-2493055 AUSTIN, TX
- 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 CicDONNA W WILSON CIC
IMMEDIATE PAST-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Lyndsay R Kooistra CicLYNDSAY R KOOISTRA CIC
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Gary S Broesch Cisr AinsGARY S BROESCH CISR AINS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Meagan J Cannada CicMEAGAN J CANNADA CIC
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Claire Richardson CisrCLAIRE RICHARDSON CISR
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Beckie Ervin Cic CrmBECKIE ERVIN CIC CRM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Cheri E Green Cic CisrCHERI E GREEN CIC CISR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Lisa Lemanski CisrLISA LEMANSKI CISR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Summer A Rehkop Cic Crm CisrSUMMER A REHKOP CIC CRM CISR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Velencia Wadiwalla CisrVELENCIA WADIWALLA CISR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Lindsey Hamielec Cic CisrLINDSEY HAMIELEC CIC CISR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Teresa Teri Rston Cic Crm CisrTERESA TERI RSTON CIC CRM CISR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Alfredo Baez-Maldonado Esq Cic CrALFREDO BAEZ-MALDONADO ESQ CIC CR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
William T Hold PhD Cic Cpcu ClWILLIAM 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 CisrWILLIAM 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 MBAMITCH 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 LekhrajALEX 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 JaneckaDANIELLE 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
Grants received
-
2024 GENERAL GRANT
-
2023 GENERAL GRANT
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
-
SOCIETY OF CERTIFIED INSURANCE COUNSELORS INC
501(C)(6) · CPE · TX
-
THE ACADEMY OF PRODUCER INSURANCE STUDIES INC
501(C)(3) · RESEARCH · TX
Declared as related by
-
SOCIETY OF CERTIFIED INSURANCE COUNSELORS
On its 2024 return
-
ACADEMY OF PRODUCER INSURANCE STUDIES INC
On its 2024 return
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.