AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
EIN 23-1352012 MALVERN, PA
- Revenue 2024
- $102,923,855
- Expenses 2024
- $85,968,787
Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- Y200
- Classification
- 2000
- Street
- 720 PROVIDENCE RD STE 100
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).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
This address is a suite or unit (STE 100). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
BUFFALO CPCU SOCIETY CHAPTER INC
EIN 16-6052443
Mission and programs · 2024
Mission
THE INSTITUTES PROVIDES EDUCATIONAL OFFERINGS TO THE PUBLIC REGARDING RISK MANAGEMENT AND INSURANCE.
Activities or mission (Part I)
EDUCATIONAL PRODUCTS AND SERVICES REGARDING RISK MANAGEMENT AND INSURANCE.
-
DEVELOPED, DELIVERED, AND PRODUCED EDUCATIONAL OFFERINGS INCLUDING COURSES, STUDY MATERIALS, WEBINARS CONTINUING EDUCATION, EXECUTIVE EDUCATION, AND OTHER KNOWLEDGE OFFERINGS RELATED TO RISK MANAGEMENT AND INSURANCE.
Expenses $22,335,689 · Revenue $31,059,195
-
PROVIDED FINANCIAL AID, SCHOLARSHIPS, INFORMATION, EDUCATION, INTERNSHIPS, AND OTHER OPPORTUNITIES TO COLLEGE STUDENTS INTERESTED IN RISK MANAGEMENT AND INSURANCE.
Expenses $466,490 · Grants $255,500
-
PUBLISH RESEARCH REPORTS ON KEY ISSUES REGARDING RISK MANAGEMENT
Expenses $295,551 · Revenue $564,205
-
SHARED RESOURCE SERVICES
Expenses $45,885,790 · Revenue $42,274,582
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 MillerPETER L MILLER
PRESIDENT/CEO
- Total calculated
- $3,209,292
- From this org
- $2,965,200
- From related orgs
- $0
- Other
- $244,092
- Hours/week
- 45 + 8 related
Schedule J breakdown matched by us
- Base
- $1,372,352
- Bonus
- $1,200,000
- Other
- $392,848
- Deferred
- $230,199
- Nontaxable benefits
- $13,893
- Filer's total
- $3,209,292
-
Katherine HorowitzKATHERINE HOROWITZ
EXEC. VP & HEAD OF BUS. UNITS
- Total calculated
- $1,070,919
- From this org
- $1,005,941
- From related orgs
- $0
- Other
- $64,978
- Hours/week
- 45 + 8 related
Schedule J breakdown matched by us
- Base
- $605,581
- Bonus
- $400,000
- Other
- $360
- Deferred
- $49,833
- Nontaxable benefits
- $15,145
- Filer's total
- $1,070,919
-
Sean KevelighanSEAN KEVELIGHAN
CEO TRIPLE I
- Total calculated
- $872,488
- From this org
- $810,163
- From related orgs
- $0
- Other
- $62,325
- Hours/week
- 0 + 45 related
Schedule J breakdown matched by us
- Base
- $659,335
- Bonus
- $150,000
- Other
- $828
- Deferred
- $46,000
- Nontaxable benefits
- $16,325
- Filer's total
- $872,488
-
Matthew KahnMATTHEW KAHN
PRESIDENT OF RISK & INSURANCE
- Total calculated
- $732,979
- From this org
- $676,159
- From related orgs
- $0
- Other
- $56,820
- Hours/week
- 0 + 45 related
Schedule J breakdown matched by us
- Base
- $550,619
- Bonus
- $125,000
- Other
- $540
- Deferred
- $41,400
- Nontaxable benefits
- $15,420
- Filer's total
- $732,979
-
Robert HaraczROBERT HARACZ
SVP AND CIO
- Total calculated
- $605,853
- From this org
- $534,329
- From related orgs
- $0
- Other
- $71,524
- Hours/week
- 45 + 8 related
Schedule J breakdown matched by us
- Base
- $408,501
- Bonus
- $125,000
- Other
- $828
- Deferred
- $55,199
- Nontaxable benefits
- $16,325
- Filer's total
- $605,853
-
Jeffrey A ScheidtJEFFREY A SCHEIDT
TREASURER
- Total calculated
- $602,545
- From this org
- $533,367
- From related orgs
- $0
- Other
- $69,178
- Hours/week
- 45 + 8 related
Schedule J breakdown matched by us
- Base
- $404,806
- Bonus
- $125,000
- Other
- $3,561
- Deferred
- $55,199
- Nontaxable benefits
- $13,979
- Filer's total
- $602,545
-
Spenser VillwockSPENSER VILLWOCK
PRESIDENT OF CPCU SOCIETY
- Total calculated
- $471,857
- From this org
- $415,255
- From related orgs
- $0
- Other
- $56,602
- Hours/week
- 0 + 45 related
Schedule J breakdown matched by us
- Base
- $329,427
- Bonus
- $85,000
- Other
- $828
- Deferred
- $42,623
- Nontaxable benefits
- $13,979
- Filer's total
- $471,857
-
Christopher McDanielCHRISTOPHER MCDANIEL
PRESIDENT OF CRC
- Total calculated
- $453,003
- From this org
- $391,484
- From related orgs
- $0
- Other
- $61,519
- Hours/week
- 0 + 45 related
Schedule J breakdown matched by us
- Base
- $339,936
- Bonus
- $50,000
- Other
- $1,548
- Deferred
- $45,283
- Nontaxable benefits
- $16,236
- Filer's total
- $453,003
-
Hunter FausnachtHUNTER FAUSNACHT
PRESIDENT - AGENT & BROKER
- Total calculated
- $435,091
- From this org
- $397,704
- From related orgs
- $0
- Other
- $37,387
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $372,344
- Bonus
- $25,000
- Other
- $360
- Deferred
- $21,468
- Nontaxable benefits
- $15,919
- Filer's total
- $435,091
-
John M HowardJOHN M HOWARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
W Robert Berkley JrW ROBERT BERKLEY JR
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Thomas B AhartTHOMAS B AHART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
J Patrick Gallagher JrJ PATRICK GALLAGHER JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kirt A WalkerKIRT A WALKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marita ZuraitisMARITA ZURAITIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Norman A BagliniNORMAN A BAGLINI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Robert JamesROBERT JAMES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Markham R McKnightMARKHAM R MCKNIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David A NorthDAVID A NORTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Edward J Largent IIIEDWARD J LARGENT III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kevin J O'DonnellKEVIN J O'DONNELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mark C RussellMARK C RUSSELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dino E RobustoDINO E ROBUSTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Joan Lamm-TennantJOAN LAMM-TENNANT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John C RocheJOHN C ROCHE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
The first 25 listed. 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
- $102,923,855
- Expenses
- $85,968,787
- Contributions
- $1,401,732
- Grants paid
- $255,500
-
2023
- Revenue
- $95,039,394
- Expenses
- $81,752,909
- Contributions
- $5,294,219
- Grants paid
- $255,500
-
2022
- Revenue
- $82,291,206
- Expenses
- $75,482,456
- Contributions
- $1,591,624
- Grants paid
- $255,500
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
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $90,590,145
- Expenses
- $70,973,028
- Assets (EOY)
- $315,144,713
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $70,133,648
- Expenses
- $56,987,208
- Assets (EOY)
- $292,168,778
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $77,706,816
- Expenses
- $75,974,171
- Assets (EOY)
- $291,480,599
-
2018 · 990
- Revenue
- $75,791,847
- Expenses
- $71,137,079
- Assets (EOY)
- $249,250,145
-
2017 · 990
- Revenue
- $63,832,740
- Expenses
- $44,415,405
- Assets (EOY)
- $255,554,667
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
-
CHARITIES AID FOUNDATION AMERICA
$200,000
2022 CHARITABLE DONATION
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 CHARTERED PROPERTY & CASUALTY
501(C)(6) · MEMBER ASSOC. · PA · controlled entity
-
GRIFFITH INSURANCE EDUCATION FOUNDATION
501(C)(3) · EDUCATIONAL · OH · controlled entity
-
THE INSTITUTES RISKSTREAM COLLABORATIVE
501(C)(6) · MEMBER ASSOC. · DE · controlled entity
-
INTERNATIONAL INSURANCE SOCIETY INC
501(c)(3) · INSURANCE ED. · DE · controlled entity
-
INSURANCE INFORMATION INSTITUTE INC
501(C)(6) · INSURANCE ED. · NY · controlled entity
-
CATASTROPHE RESILIENCY COUNCIL
501(C)(6) · INSURANCE ED. · DE · controlled entity
-
BLACK INSURANCE INDUSTRY COLLECTIVE
501(C)(6) · MEMBER ASSOC. · DE · controlled entity
-
INSURANCE ACCOUNTING AND SYSTEMS ASSOC
501(C)(3) · EDUCATION · NC · controlled entity
-
INSURANCE RESEARCH COUNCIL INC
501(C)(6) · MEMBER ASSOC. · DE · controlled entity
-
IASA CONNECT INC
501(C)(6) · DE · controlled entity
Declared as related by
-
THE INSTITUTES RISKSTREAM COLLABORATIVE INC
On its 2024 return
-
INTERNATIONAL INSURANCE SOCIETY INC
On its 2024 return
-
THE GRIFFITH INSURANCE EDUCATION FOUNDATION
On its 2024 return
-
INSURANCE ACCOUNTING & SYSTEMS ASSOCIATION INC
On its 2024 return
-
On its 2024 return
-
INSURANCE INFORMATION INSTITUTE INC
On its 2024 return
-
SOCIETY OF CHARTERED PROPERTY & CASUALTY UNDERWRITERS INC
On its 2024 return
-
CATASTROPHE RESILIENCY COUNCIL INC
On its 2024 return
-
BLACK INSURANCE INDUSTRY COLLECTIVE 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.
Disregarded entities on its 2024 return
-
SUGARTOWN HOLDINGS LLC
HOLDING CO. · PA · assets $0
-
THE INSTITUTES LLC
EDUCATION · PA · income $8,114,900 · assets $17,112,874
Related partnerships on its 2024 return
-
EOS VP I GP Limited
EXCL. UNDER 512-514 · INVST IN ENTITIES · GK · 100% owned · share of income $2,290,398 · share of assets $6,980,616
Related corporations and trusts on its 2024 return
-
RISK KNOWLEDGE GROUP
C CORP · EDUCATION · DE · 100% owned · share of income $6,698,020 · share of assets $16,853,018 · controlled entity
-
IIS LONDON LTD
C CORP · EDUCATIONAL · UK
-
IIS GLOBAL INSURANCE LTD
C CORP · EDUCATIONAL · SN
-
RISKSTREAM GLOBAL INITIATIVES
C CORP · INSURANCE · DE · 100% owned · share of income $0 · share of assets $0 · controlled entity
-
RISKSTREAM LABS
C CORP · INSURANCE · DE · 100% owned · share of income $0 · share of assets $0 · controlled entity
-
TI TRAVEL INC
C CORP · INSURANCE · DE · 100% owned · share of income $332,670 · share of assets $41,648 · controlled entity
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
Listed as of 11 November 2026, under deductibility PC.
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.