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SOCIETY OF CERTIFIED INSURANCE COUNSELORS

EIN 74-1785679 AUSTIN, TX

Browse the largest nonprofits in Texas

Revenue 2024
$13,049,695
Expenses 2024
$13,001,663

Program services were 19.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
06
Classification
2000
Street
3630 N 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).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

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.

Mission and programs · 2024

Mission

TO PROVIDE EXCELLENT PROGRAMS OF PRACTICAL VALUE TO THE BEST INSURANCE AND RISK MANAGEMENT PRACTITIONERS, AND TO CONTINUALLY WORK TO BRING GREATER RECOGNITION AND VALUE TO THEIR ACHIEVEMENTS.

Activities or mission (Part I)

TO PROVIDE QUALITY CONTINUING PROFESSIONAL EDUCATION TO ALL INSURANCE AND RISK MANAGEMENT PROFESSIONALS.

  • SEMINAR AND INSTITUTE COSTS FOR THE EDUCATION OF CERTIFIEDINSURANCE COUNSELORS, CERTIFIED RISK MANAGERS, CERTIFIED PERSONAL RISK MANAGERS, AND CERTIFIED SCHOOL RISK MANAGERS.

    Expenses $2,512,448 · Revenue $10,284,732

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.

  • Gabriel Gabe Portillo Cic

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Denise D Brown Cic Cpcu Ains Aic

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Jack H Elliott Jr Cic Cisr Sotp

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5
  • Chris Kerr Cic Cisr

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    5
  • Travis McDavid Cic

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • R Kevin Ray Cic Cpcu Au Ains Ai

    IMMEDIATE PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    5
  • Karen Reynolds Cic

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • David M Saldon Cic

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Lindsey A Shank Cic

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    5
  • S Cole Tucker Jr Cic Crm Lutcf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • David A Walker Cic Crm Arm Aai

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Karl Sherrill MBA Cic Crm

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Karyn S Roeling Cic Cpcu

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • Mark E Wall Cic Crm Cpcu Arm

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5
  • Tiffanie Peterson Cic Cisr Cris

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5
  • William T Hold PhD Cic Cpcu Cl

    EXECUTIVE CHAIRMAN

    Total calculated
    $219,630
    From this org
    $210,172
    From related orgs
    $0
    Other
    $9,458
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $210,172
    Bonus
    $0
    Other
    $0
    Deferred
    $9,458
    Nontaxable benefits
    $0
    Filer's total
    $219,630
  • William J Hold MBA Crm Cisr

    CHIEF EXECUTIVE OFFICER/PR

    Total calculated
    $690,784
    From this org
    $675,259
    From related orgs
    $0
    Other
    $15,525
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $350,000
    Bonus
    $325,259
    Other
    $0
    Deferred
    $15,525
    Nontaxable benefits
    $0
    Filer's total
    $690,784
  • Mitch Dunford MBA

    CHIEF MARKETING OFFICER

    Total calculated
    $352,590
    From this org
    $344,790
    From related orgs
    $0
    Other
    $7,800
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $180,000
    Bonus
    $164,790
    Other
    $0
    Deferred
    $7,800
    Nontaxable benefits
    $0
    Filer's total
    $352,590
  • Alex Lekhraj

    CHIEF OPERATING OFFICER

    Total calculated
    $360,306
    From this org
    $344,790
    From related orgs
    $0
    Other
    $15,516
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $180,000
    Bonus
    $164,790
    Other
    $0
    Deferred
    $15,516
    Nontaxable benefits
    $0
    Filer's total
    $360,306
  • Danielle D Janecka

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $347,250
    From this org
    $332,727
    From related orgs
    $0
    Other
    $14,523
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $180,000
    Bonus
    $152,727
    Other
    $0
    Deferred
    $14,523
    Nontaxable benefits
    $0
    Filer's total
    $347,250
  • Jay Williams

    HEAD OF FACULTY & ACADEMIC DEVELOPMENT

    Total calculated
    $173,790
    From this org
    $173,790
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $155,000
    Bonus
    $18,790
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $173,790
  • Noelle Codispoti

    HEAD OF THE ACADEMY

    Total calculated
    $168,642
    From this org
    $168,642
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $152,308
    Bonus
    $16,334
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $168,642
  • Elizabeth Benhart

    HEAD OF INSTRUCTIONAL DESIGN

    Total calculated
    $142,710
    From this org
    $142,710
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Francisco Doblado Roldan

    HEAD OF DIGITAL EXPERIENCE

    Total calculated
    $154,135
    From this org
    $154,135
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $137,867
    Bonus
    $16,268
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,135
  • Deborah Brcka

    CORPORATE ACCOUNTS DIRECTOR

    Total calculated
    $138,235
    From this org
    $138,235
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

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
    $13,049,695
    Expenses
    $13,001,663
    Contributions
    $2,140,120
    Grants paid
    $15,592
  • 2023
    Revenue
    $12,643,815
    Expenses
    $13,851,572
    Contributions
    $2,288,056
    Grants paid
    $8,180
  • 2022
    Revenue
    $12,946,993
    Expenses
    $13,196,624
    Contributions
    $2,221,662
    Grants paid
    $4,386

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
    $13,351,185
    Expenses
    $12,602,131
    Assets (EOY)
    $18,011,076
  • 2020 · 990

    Revenue
    $12,475,244
    Expenses
    $12,006,515
    Assets (EOY)
    $17,512,717
  • 2019 · 990

    Revenue
    $16,663,075
    Expenses
    $16,253,084
    Assets (EOY)
    $15,748,585
  • 2018 · 990

    Revenue
    $16,758,701
    Expenses
    $16,258,654
    Assets (EOY)
    $10,695,778
  • 2017 · 990

    Revenue
    $16,706,273
    Expenses
    $16,893,815
    Assets (EOY)
    $10,895,681
  • 2016 · 990

    Revenue
    $17,726,053
    Expenses
    $17,846,352
    Assets (EOY)
    $10,877,390
  • 2015 · 990

    Revenue
    $16,839,566
    Expenses
    $17,255,707
    Assets (EOY)
    $10,329,965
  • 2014 · 990

    Revenue
    $16,924,829
    Expenses
    $16,580,868
    Assets (EOY)
    $10,501,605
  • 2013 · 990

    Revenue
    $15,939,367
    Expenses
    $16,136,301
    Assets (EOY)
    $9,971,461
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $16,117,112
    Assets (EOY)
    $8,875,375

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.

Related corporations and trusts on its 2024 return

  • CERTIFIED RISK MANAGERS INTNL SA DE CV

    C · EDUCATION · MX · 95% 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.