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SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS INC

EIN 23-1552247 MALVERN, PA

Browse the largest nonprofits in Pennsylvania

Revenue 2024
$26,172,531
Expenses 2024
$24,477,671

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
06
Classification
2000
Street
720 PROVIDENCE ROAD

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

THE SOCIETY OF CPCUS IS COMMITTED TO PROVIDING RESOURCES, EDUCATIONAL PROGRAMS AND LEADERSHIP OPPORTUNITIES THAT ATTRACT TALENT AND ENABLE INDIVIDUALS TO EXPAND THEIR TECHNICAL INSURANCE SKILLS AND BUSINESS CAPABILITIES IN ORDER TO IMPROVE THE OVERALL PERFORMANCE OF THE INSURANCE INDUSTRY WHILE ADHERING TO THE HIGHEST ETHICAL STANDARDS.

Activities or mission (Part I)

SEE SCHEDULE O

  • THE SOCIETY OF CPCUS SUPPORTS ITS MEMBERS (OVER 13,000) THROUGHOUT EVERY STAGE OF THEIR CAREERS BY PROVIDING LEADERSHIP DEVELOPMENT, EDUCATIONAL OFFERINGS, AND MORE. IN 2024, OVER 6,900 TOTAL REGISTRATIONS WERE RECEIVED FOR 32 WEBINARS INCLUDING THE VIRTUAL REINSURANCE & EXCESS SURPLUS LINES SYMPOSIUM (COMPLIMENTARY TO MEMBERS). WE PUBLISHED FOUR ISSUES OF THE QUARTERLY PROFESSIONAL JOURNAL. WE PROVIDED ADDITIONAL OPPORTUNITIES FOR MEMBER ENGAGEMENT, NETWORKING, AND INFORMATION SHARING THROUGH OUR ONLINE COMMUNITY WITH 519 UNIQUE CONTRIBUTORS AND OVER 2,900 POSTS INCLUDING NEW DISCUSSION THREADS AND REPLIES. OVER 1,100 ATTENDED AND IN-PERSON EVENT INCLUDING THE ANNUAL IN2RISK MEETING

    Expenses $7,050,101 · Revenue $3,751,501

  • THE INSTITUTES DESIGNATIONS LLC DELIVERED EXAMINATIONS RELATED TO INSURANCE AND RISK MANAGEMENT DESIGNATION PROGRAMS.

    Expenses $17,427,570 · Revenue $21,064,504

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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.

  • Peter L Miller

    PRESIDENT & CEO

    Total calculated
    $3,209,292
    From this org
    $0
    From related orgs
    $2,965,200
    Other
    $244,092
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,372,352 related
    Bonus
    not reported + $1,200,000 related
    Other
    not reported + $392,848 related
    Deferred
    not reported + $230,199 related
    Nontaxable benefits
    not reported + $13,893 related
    Filer's total
    $0 + $3,209,292 related
  • Katherine Horowitz

    SECRETARY

    Total calculated
    $1,070,919
    From this org
    $0
    From related orgs
    $1,005,941
    Other
    $64,978
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $605,581 related
    Bonus
    not reported + $400,000 related
    Other
    not reported + $360 related
    Deferred
    not reported + $49,833 related
    Nontaxable benefits
    not reported + $15,145 related
    Filer's total
    $0 + $1,070,919 related
  • Jeffrey A Scheidt

    TREASURER

    Total calculated
    $602,545
    From this org
    $0
    From related orgs
    $533,367
    Other
    $69,178
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,806 related
    Bonus
    not reported + $125,000 related
    Other
    not reported + $3,561 related
    Deferred
    not reported + $55,199 related
    Nontaxable benefits
    not reported + $13,979 related
    Filer's total
    $0 + $602,545 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
    $26,172,531
    Expenses
    $24,477,671
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $21,250,311
    Expenses
    $21,692,473
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $10,818,484
    Expenses
    $12,344,326
    Contributions
    $0
    Grants paid
    $0

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
    $4,213,152
    Expenses
    $4,105,946
    Assets (EOY)
    $9,708,613
  • 2020 · 990

    Revenue
    $3,707,579
    Expenses
    $6,152,323
    Assets (EOY)
    $9,271,609
  • 2019 · 990

    Revenue
    $5,222,477
    Expenses
    $6,196,388
    Assets (EOY)
    $8,321,398
  • 2018 · 990

    Revenue
    $6,606,850
    Expenses
    $6,180,906
    Assets (EOY)
    $6,711,365
  • 2017 · 990

    Revenue
    $4,213,457
    Expenses
    $6,000,000
    Assets (EOY)
    $7,957,376
  • 2016 · 990

    Revenue
    $12,593,781
    Expenses
    $9,278,800
    Assets (EOY)
    $7,968,579
  • 2015 · 990

    Revenue
    $4,664,702
    Expenses
    $6,000,000
    Assets (EOY)
    $7,157,591
  • 2013 · 990

    Revenue
    $5,524,552
    Expenses
    $5,998,839
    Assets (EOY)
    $6,446,871
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $8,160,090
    Assets (EOY)
    $6,931,824
  • 2010 · 990

    Revenue
    not reported
    Expenses
    $6,353,306
    Assets (EOY)
    $9,394,433

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

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

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

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.

Disregarded entities on its 2024 return

  • THE INSTITUTES DESIGNATIONS

    EDUCATION · DE · income $21,064,504 · assets $7,396,253

Related partnerships on its 2024 return

  • EOS VP I GP LIMITED

    N/A · INVST IN ENTITIES · GK

Related corporations and trusts on its 2024 return

  • RISK KNOWLEDGE GROUP

    C CORP · EDUCATION · DE

  • IIS LONDON LTD

    C CORP · EDUCATIONAL · UK

  • IIS GLOBAL INSURANCE LTD

    C CORP · EDUCATIONAL · SN

  • RISKSTREAM GLOBAL INITIATIVES

    C CORP · INSURANCE · DE

  • RISKSTREAM LABS

    C CORP · INSURANCE · DE

  • TI TRAVEL INC

    C CORP · INSURANCE · DE

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.