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Society Of Certified Insurance Counselors

EIN 74-1785679 · files IRS Form 990, Schedule I

Given, as filed$1.2m2017–2020 · 3 grants
2017: $400.0k · 1 grants2017$400.0k2018: $400.0k · 1 grants20182019: no grants on file for this year yet20192020: $400.0k · 1 grants2020$400.0k
Grantees1funded more than once, matching gifts aside
1 of 11of 1
Assets, year end$16.7mtax year 2023
Board and officers21on its latest return

Where it gives

By cause and by place, from its own returns.

By cause

The cause each recipient registered with the IRS

Education$1.2m

By place

Dollars received, by the recipient's state

half the top state or more10–50%2–10%under 2%

Who it funds most

1 of its 1 grantees were funded in more than one year.

Society Of Certified Insurance Counselors's own IRS Form 990, Schedule I returns, as filed, in USD

Its board and officers

From its latest return.

William J Hold Mba Crm CisrChief Executive Officer/Pr
Chris Kerr Cic CisrMember-At-Large
David A Walker Cic Crm Arm AaiBoard Member
David M Saldon CicBoard Member
Denise D Brown Cic Cpcu Ains AicBoard Member
Gabriel Gabe Portillo CicMember-At-Large
Jack H Elliott JR Cic Cisr SotpVice Chairman
Karen Reynolds CicBoard Member
Lindsey A Shank CicBoard Member
Mark E Wall Cic Crm Cpcu ArmBoard Member
Philip T Kramer Cic CpcuImmediate Past Chairman
R Kevin Ray Cic Cpcu Au Ains AiChairman
S Cole Tucker JR Cic Crm LutcfBoard Member
Tabitha Richardson Cic Crm Cisr CBoard Member
Tiffanie Courtney Cic Cisr CrisBoard Member
Travis McDavid CicBoard Member
Alex LekhrajChief Operating Officer
Bettie J DuffSecretary
Danielle D JaneckaChief Experience Officer
Mitch Dunford MbaChief Marketing Officer
William T Hold Phd Cic Cpcu ClExecutive Chairman

Form 990 Part VII, tax year 2023, filing 202443179349308949

Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.

Its money

What it gave, held and paid, by year.

Giving by year

2017: $400.0k · 1 grants2017$400.0k2018: $400.0k · 1 grants20182019: no grants on file for this year yet20192020: $400.0k · 1 grants2020$400.0k

A year with no bar has no grants on file yet: its returns may not be loaded. It is not a year without giving.

Tax yearReturnAssets, year endGrants paidCharitable spending
2023Form 990$16.7m—$13.9m

As filed, in US dollars. Assets at fair market value where the return gives it.

Its returns7 filings
Tax yearFormFilingWhere to read it
2024IRS Form 990, Schedule I202543219349314239IRS batch file
2023IRS Form 990, Schedule I202443179349308949IRS batch file
2022IRS Form 990, Schedule I202323199349306477IRS batch file
2021IRS Form 990, Schedule I202243159349306354IRS batch file
2020IRS Form 990, Schedule I202123199349331507IRS batch file
2018IRS Form 990, Schedule I201903199349308840IRS batch file
2017IRS Form 990, Schedule I201843199349316854IRS batch file

An IRS batch file holds many returns; the filing number finds this one inside it.

The record as filedEvery table this page has always shown, in full.open

Society Of Certified Insurance Counselors made 3 grants across 2017–2020, totalling $1.2m as filed.

Grants
3
Total, as filed
$1.2m
Years
2017–2020
Filed in
USD

Who it funds

OrganisationGrantsTotal
FLORIDA STATE UNIVERSITY FOUNDATION3$1.2m

By year

YearGrantsTotal
20171$400.0k
20181$400.0k
20201$400.0k

Where this came from

Identifier US-EIN-741785679. Register: Internal Revenue Service (US). Machine-readable: JSON.

What this page does not know

  • Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
  • What they say they exist to do
  • What each grant was for
  • What they fund, by theme
  • Balance sheet and financials
  • Who runs it
  • Whether they accept proposals
  • Their own record on the register
  • No website on file
  • Leadership not yet identified
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