- 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.
-
ACADEMY OF PRODUCER INSURANCE STUDIES INC
EIN 74-2255697
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 CicGABRIEL GABE PORTILLO CIC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Denise D Brown Cic Cpcu Ains AicDENISE D BROWN CIC CPCU AINS AIC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Jack H Elliott Jr Cic Cisr SotpJACK H ELLIOTT JR CIC CISR SOTP
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Chris Kerr Cic CisrCHRIS KERR CIC CISR
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 5
-
Travis McDavid CicTRAVIS MCDAVID CIC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
R Kevin Ray Cic Cpcu Au Ains AiR KEVIN RAY CIC CPCU AU AINS AI
IMMEDIATE PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Karen Reynolds CicKAREN REYNOLDS CIC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
David M Saldon CicDAVID M SALDON CIC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Lindsey A Shank CicLINDSEY A SHANK CIC
MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 5
-
S Cole Tucker Jr Cic Crm LutcfS COLE TUCKER JR CIC CRM LUTCF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
David A Walker Cic Crm Arm AaiDAVID A WALKER CIC CRM ARM AAI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Karl Sherrill MBA Cic CrmKARL SHERRILL MBA CIC CRM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Karyn S Roeling Cic CpcuKARYN S ROELING CIC CPCU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 5
-
Mark E Wall Cic Crm Cpcu ArmMARK E WALL CIC CRM CPCU ARM
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Tiffanie Peterson Cic Cisr CrisTIFFANIE PETERSON CIC CISR CRIS
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
- $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 CisrWILLIAM 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 MBAMITCH 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 LekhrajALEX 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 JaneckaDANIELLE 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 WilliamsJAY 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 CodispotiNOELLE 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 BenhartELIZABETH 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 RoldanFRANCISCO 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 BrckaDEBORAH 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
-
SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC
501(C)(6) · EDUCATION · TX
-
THE ACADEMY OF PRODUCER INSURANCE STUDIES INC
501(C)(3) · RESEARCH · TX
Declared as related by
-
SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC
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 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.