SOCIETY OF CERTIFIED INSURANCE COUNSELOR Charity Report

Public IRS 990 nonprofit record

SOCIETY OF CERTIFIED INSURANCE COUNSELOR

EIN 74-1785679 · Arts, Culture & Humanities (A)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $19.30 was reported for mission work and $0.00 for fundraising. Understand this before you give.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

19.25%of revenue went to mission work19.3% of expenses · Program services

$99.63spent for every $100 of revenueRevenue covered expenses this year.

80.38%of revenue went to management and office costs80.7% of expenses

$1.31in assets for every $1 spent this yearSome assets cannot be spent right away.

16.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $690,784 for WILLIAM J HOLD MBA CRM CISR (CHIEF EXECUTIVE OFFICER/PR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$13,049,695

Mission workProgram services$2,512,44819.25% of revenue19.3% of expenses

ManagementOffice and general costs$10,489,21580.38% of revenue80.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$48,0320.37% of revenueShown in gray on the chart

Total expenses$13,001,66399.63% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Pause before giving. This filing reports that 0.0% of spending went to fundraising and 19.3% went to mission work. Ask the charity to explain these numbers and show recent results.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 19.3% mission · 80.7% management · 0.0% fundraisingTotal expenses: 99.63% of revenue

2023Expense mix: 70.5% mission · 29.5% management · 0.0% fundraisingTotal expenses: 109.55% of revenue

2022Expense mix: 70.8% mission · 29.2% management · 0.0% fundraisingTotal expenses: 101.93% of revenue

2021Expense mix: 72.6% mission · 27.4% management · 0.0% fundraisingTotal expenses: 94.39% of revenue

2020Expense mix: 45.0% mission · 55.0% management · 0.0% fundraisingTotal expenses: 96.24% of revenue

2019Expense mix: 28.9% mission · 71.1% management · 0.0% fundraisingTotal expenses: 97.54% of revenue

2018Expense mix: 28.4% mission · 71.6% management · 0.0% fundraisingTotal expenses: 97.02% of revenue

2017Expense mix: 32.5% mission · 67.5% management · 0.0% fundraisingTotal expenses: 101.12% of revenue

Money in and money out

Revenue$13,049,695

Expenses$13,001,663

Annual surplus $48,032 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,512,448 · 19.3% of expenses

Management and office costs$10,489,215 · 80.7% of expenses

See all reported dollar amounts

Revenue$13,049,695

Expenses$13,001,663

Assets$17,007,942

Income$13,049,695

Contributions$2,140,120

Mission work (program services)$2,512,448

Grants given$1,200,000

Average grant$400,000

Management and general$10,489,215

Accounting fees$40,572

Investing fees$37,879

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WILLIAM J HOLD MBA CRM CISRCHIEF EXECUTIVE OFFICER/PR · 20 hrs/week $690,784Base $675,259 · Other $15,525

ALEX LEKHRAJCHIEF OPERATING OFFICER · 20 hrs/week $360,306Base $344,790 · Other $15,516

MITCH DUNFORD MBACHIEF MARKETING OFFICER · 20 hrs/week $352,590Base $344,790 · Other $7,800

DANIELLE D JANECKACHIEF EXPERIENCE OFFICER · 20 hrs/week $347,250Base $332,727 · Other $14,523

WILLIAM T HOLD PHD CIC CPCU CLEXECUTIVE CHAIRMAN · 20 hrs/week $219,630Base $210,172 · Other $9,458

JAY WILLIAMSHEAD OF FACULTY & ACADEMIC DEVELOPMENT · 5 hrs/week $173,790

NOELLE CODISPOTIHEAD OF THE ACADEMY · 5 hrs/week $168,642

FRANCISCO DOBLADO ROLDANHEAD OF DIGITAL EXPERIENCE · 5 hrs/week $154,135

ELIZABETH BENHARTHEAD OF INSTRUCTIONAL DESIGN · 5 hrs/week $142,710

DEBORAH BRCKACORPORATE ACCOUNTS DIRECTOR · 5 hrs/week $138,235

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

WILLIAM J HOLD MBA CRM CISRCHIEF EXECUTIVE OFFICER/PR

ALEX LEKHRAJCHIEF OPERATING OFFICER

MITCH DUNFORD MBACHIEF MARKETING OFFICER

DANIELLE D JANECKACHIEF EXPERIENCE OFFICER

WILLIAM T HOLD PHD CIC CPCU CLEXECUTIVE CHAIRMAN

JAY WILLIAMSHEAD OF FACULTY & ACADEMIC DEVELOPMENT

NOELLE CODISPOTIHEAD OF THE ACADEMY

FRANCISCO DOBLADO ROLDANHEAD OF DIGITAL EXPERIENCE

ELIZABETH BENHARTHEAD OF INSTRUCTIONAL DESIGN

DEBORAH BRCKACORPORATE ACCOUNTS DIRECTOR

KAREN REYNOLDS CICBOARD MEMBER

TRAVIS MCDAVID CICBOARD MEMBER

TIFFANIE PETERSON CIC CISR CRISBOARD MEMBER

S COLE TUCKER JR CIC CRM LUTCFBOARD MEMBER

R KEVIN RAY CIC CPCU AU AINS AIIMMEDIATE PAST CHAIRMAN

MARK E WALL CIC CRM CPCU ARMVICE CHAIRMAN

LINDSEY A SHANK CICMEMBER-AT-LARGE

KARYN S ROELING CIC CPCUBOARD MEMBER

KARL SHERRILL MBA CIC CRMBOARD MEMBER

JACK H ELLIOTT JR CIC CISR SOTPCHAIRMAN

GABRIEL GABE PORTILLO CICBOARD MEMBER

DENISE D BROWN CIC CPCU AINS AICBOARD MEMBER

DAVID M SALDON CICBOARD MEMBER

DAVID A WALKER CIC CRM ARM AAIBOARD MEMBER

CHRIS KERR CIC CISRMEMBER-AT-LARGE

About this charity

Recognized since: January 1976
Location: 3630 N HILLS DR, AUSTIN, TX 78731-3028
County: Travis
In care of: WILLIAM J HOLD
Primary officer: WILLIAM J HOLD, PRESIDENT

How to reach them

Phone(512) 345-7932

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CALHOUN THOMSON MATZA LLP
NTEE classification: Arts, Culture & Humanities (A)
IRS tax category: Arts, Culture & Humanities
Grant-giving organization: Yes