Society of Certified Insurance Counselor
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$17.0M
+1.9% YoY
Revenue
$13.0M
+3.2% YoY
Net Investment Income
$495K
+468.5% YoY
Expenses
$13.0M
-6.1% YoY
About Society of Certified Insurance Counselor
Based on IRS filings
Society of Certified Insurance Counselor is a nonprofit organization, based in AUSTIN, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17.0M in total assets. Net investment income was $495K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $17,007,942 | $16,686,507 | $16,560,827 |
| Revenue | $13,049,695 | $12,643,815 | $12,946,993 |
| Expenses | $13,001,663 | $13,851,572 | $13,196,624 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $494,727 | $87,030 | $373,922 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GABRIEL GABE PORTILLO CIC | BOARD MEMBER | 5 | — |
| DENISE D BROWN CIC CPCU AINS AIC | BOARD MEMBER | 5 | — |
| JACK H ELLIOTT JR CIC CISR SOTP | CHAIRMAN | 5 | — |
| CHRIS KERR CIC CISR | MEMBER-AT-LARGE | 5 | — |
| TRAVIS MCDAVID CIC | BOARD MEMBER | 5 | — |
| R KEVIN RAY CIC CPCU AU AINS AI | IMMEDIATE PAST CHAIRMAN | 5 | — |
| KAREN REYNOLDS CIC | BOARD MEMBER | 5 | — |
| DAVID M SALDON CIC | BOARD MEMBER | 5 | — |
| LINDSEY A SHANK CIC | MEMBER-AT-LARGE | 5 | — |
| S COLE TUCKER JR CIC CRM LUTCF | BOARD MEMBER | 5 | — |
| DAVID A WALKER CIC CRM ARM AAI | BOARD MEMBER | 5 | — |
| KARL SHERRILL MBA CIC CRM | BOARD MEMBER | 5 | — |
| KARYN S ROELING CIC CPCU | BOARD MEMBER | 5 | — |
| MARK E WALL CIC CRM CPCU ARM | VICE CHAIRMAN | 5 | — |
| TIFFANIE PETERSON CIC CISR CRIS | BOARD MEMBER | 5 | — |
| WILLIAM T HOLD PHD CIC CPCU CL | EXECUTIVE CHAIRMAN | 20 | $210,172 |
| WILLIAM J HOLD MBA CRM CISR | CHIEF EXECUTIVE OFFICER/PR | 20 | $675,259 |
| MITCH DUNFORD MBA | CHIEF MARKETING OFFICER | 20 | $344,790 |
| ALEX LEKHRAJ | CHIEF OPERATING OFFICER | 20 | $344,790 |
| DANIELLE D JANECKA | CHIEF EXPERIENCE OFFICER | 20 | $332,727 |
| JAY WILLIAMS | HEAD OF FACULTY & ACADEMIC DEVELOPMENT | 5 | $173,790 |
| NOELLE CODISPOTI | HEAD OF THE ACADEMY | 5 | $168,642 |
| ELIZABETH BENHART | HEAD OF INSTRUCTIONAL DESIGN | 5 | $142,710 |
| FRANCISCO DOBLADO ROLDAN | HEAD OF DIGITAL EXPERIENCE | 5 | $154,135 |
| DEBORAH BRCKA | CORPORATE ACCOUNTS DIRECTOR | 5 | $138,235 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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