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.
Society of Certified Insurance Counselor at a glance
- Total assets
- $17,007,942
- +1.9% vs 2023
- Revenue (2024)
- $13,049,695
- +3.2% vs 2023
- Net investment income (2024)
- $494,727
- +468.5% vs 2023
- Expenses (2024)
- $13,001,663
- -6.1% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Society of Certified Insurance Counselor funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $400K (2020) to $400K (2021). In 2021 it reported $400K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Florida State University Foundation Tallahassee, FL | For the growth and continuity of the w. T. Hold/national alliance program in risk management and insurance. | $400,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $17,007,942 | $13,049,695 | $13,001,663 | — | — | $494,727 |
| 2023 | $16,686,507 | $12,643,815 | $13,851,572 | — | — | $87,030 |
| 2022 | $16,560,827 | $12,946,993 | $13,196,624 | — | — | $373,922 |
| 2021 | $18,011,076 | $13,351,185 | $12,602,131 | $400,000 | Total only | $902,013 |
| 2020 | $17,512,717 | $12,475,244 | $12,006,515 | $400,000 | 1 | $188,576 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Society of Certified Insurance Counselor
Based on IRS filings
Society of Certified Insurance Counselor is a public charity, 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.
Leadership & Key People
Officers and directors from IRS filings
Society of Certified Insurance Counselor is led by William J. Hold Mba Crm Cisr, Chief Executive Officer & President on every filing since 2021; 10 of 25 officers listed in 2024 are compensated.
Officers on the 2024 filing
William J. Hold Mba Crm Cisr
Chief Executive Officer & President
On filings since 2021
20 hrs/week
$675K (2024)
William T. Hold Phd Cic Cpcu Cl
Executive Chairman
On filings since 2021
20 hrs/week
$210K (2024)
Jack H. Elliott Jr Cic Cisr Sotp
Chairman
Board Member → Vice Chairman, 2022
Vice Chairman → Chairman, 2024
On filings since 2021
5 hrs/week
No compensation reported
Deborah Brcka
Corporate Accounts Director
New on the 2024 filing
5 hrs/week
$138K (2024)
Alex Lekhraj
Chief Operating Officer
Chief Information Officer → Chief Operating Officer, 2022
On filings since 2020
20 hrs/week
$345K (2024)
Danielle D. Janecka
Chief Experience Officer
Head of Participant Experi → Chief Experience Officer, 2021
On filings since 2020
20 hrs/week
$333K (2024)
Mitch Dunford MBA
Chief Marketing Officer
Chief Innovation & Academic → Chief Marketing & Content Officer, 2021
Chief Marketing & Content Officer → Chief Marketing Officer, 2022
On filings since 2020
20 hrs/week
$345K (2024)
Elizabeth Benhart
Head of Instructional Design
New on the 2024 filing
5 hrs/week
$143K (2024)
Francisco Doblado Roldan
Head of Digital Experience
New on the 2024 filing
5 hrs/week
$154K (2024)
Jay Williams
Head of Faculty & Academic Development
New on the 2024 filing
5 hrs/week
$174K (2024)
Noelle Codispoti
Head of the Academy
New on the 2024 filing
5 hrs/week
$169K (2024)
Chris Kerr Cic Cisr
Member-At-Large
Board Member → Member-At-Large, 2023
On filings since 2021
5 hrs/week
No compensation reported
David A. Walker Cic Crm Arm Aai
Board Member
On filings since 2021
5 hrs/week
No compensation reported
David M. Saldon Cic
Board Member
On filings since 2021
5 hrs/week
No compensation reported
Denise D. Brown Cic Cpcu Ains Aic
Board Member
On filings since 2021
5 hrs/week
No compensation reported
Gabriel Gabe Portillo Cic
Board Member
Member-At-Large → Board Member, 2024
On filings since 2021
5 hrs/week
No compensation reported
Karen Reynolds Cic
Board Member
On filings since 2021
5 hrs/week
No compensation reported
Lindsey A. Shank Cic
Member-At-Large
Board Member → Member-At-Large, 2024
On filings since 2021
5 hrs/week
No compensation reported
Mark E. Wall Cic Crm Cpcu Arm
Vice Chairman
Board Member → Vice Chairman, 2024
On filings since 2021
5 hrs/week
No compensation reported
R. Kevin Ray Cic Cpcu Au Ains Ai
Immediate Past Chairman
Member-At-Large → Chairman, 2023
Chairman → Immediate Past Chairman, 2024
On filings since 2021
5 hrs/week
No compensation reported
S. Cole Tucker Jr Cic Crm Lutcf
Board Member
On filings since 2021
5 hrs/week
No compensation reported
Travis McDavid Cic
Board Member
On filings since 2021
5 hrs/week
No compensation reported
Tiffanie Peterson Cic Cisr Cris
Board Member
On filings since 2023
5 hrs/week
No compensation reported
Karl Sherrill Mba Cic Crm
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
Karyn S. Roeling Cic Cpcu
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
Former officers (25)
- Former: Bettie J. Duff (2020–2023) — Secretary
- Former: Philip T. Kramer Cic Cpcu (2021–2023) — Immediate Past Chairman
- Former: Tabitha Richardson Cic Crm Cisr C. (2023) — Board Member
- Former: Aimee E. Kilpatrick Cic Crm (2021–2022) — Immediate Past Chairman
- Former: Anna Brusco Cic Cprm (2021–2022) — Board Member
- Former: Griff Griffith Cpa Cic Crm (2021–2022) — Board Member
- Former: Sharon Posman Cic Cprm Cisr Afis (2021–2022) — Board Member
- Former: Jenny L. Bolt (2020–2021) — Immediate Past Chairman
- Former: Aimee E. Kilpatrick (2020) — Vice Chairman
- Former: Anna Brusco (2020) — Board Member
- Former: Chris Kerr (2020) — Board Member
- Former: David A. Walker (2020) — Board Member
- Former: David M. Saldon (2020) — Board Member
- Former: Gabriel Portillo (2020) — Board Member
- Former: Greg Massey (2020) — Immediate Past Chairman
- Former: Griff Griffith (2020) — Member-At-Large
- Former: James F. Glasser (2020) — Board Member
- Former: Karen Reynolds (2020) — Board Member
- Former: Philip T. Kramer (2020) — Member-At-Large
- Former: Ramon D. Lloveras (2020) — Board Member
- Former: Ray Bouchard (2020) — Board Member
- Former: S. Cole Tucker (2020) — Board Member
- Former: Sharon Posman (2020) — Board Member
- Former: Travis McDavid (2020) — Board Member
- Former: William J. Hold (2020) — President & Chief Executive Officer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $675K, to William J Hold MBA CRM Cisr (Chief Executive Officer/PR). 10 officers or directors reported compensation on that filing.
Frequently asked questions about Society of Certified Insurance Counselor
How large is Society of Certified Insurance Counselor?
Society of Certified Insurance Counselor reported $17.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $13.0M.
Where does Society of Certified Insurance Counselor operate?
Society of Certified Insurance Counselor has awarded grants in Florida.
What is Society of Certified Insurance Counselor's EIN?
Society of Certified Insurance Counselor's EIN (Employer Identification Number) is 74-1785679. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2022)
- IRS filings on file for fiscal years 2020–2024
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