Public Charity

SOCIETY OF CERTIFIED INSURANCE COUNSELOR

SOCIETY OF CERTIFIED INSURANCE COUNSELOR is a Public Charity headquartered in AUSTIN, TX. Financial data from the 2024 filing: $13.0M revenue, $13.0M expenses, $17.0M total assets. IRS filings disclose 4 grants awarded by this foundation, totaling roughly $1.6M.

EIN: 741785679 AUSTIN, TX Latest filing: 2024
Total Revenue$13.0M
Total Expenses$13.0M
Total Assets$17.0M
Grants Given4
Grant Total$1.6M
Filing Years2019–2024

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.

Sample Grants Given

TALLAHASSEE, FL · 2020
FOR THE GROWTH AND CONTINUITY OF THE W. T. HOLD/NATIONAL ALLIANCE PROGRAM IN RISK MANAGEMENT AND INSURANCE.
$400,000
TALLAHASSEE, FL · 2019
FOR THE GROWTH AND CONTINUITY OF THE W. T. HOLD/NATIONAL ALLIANCE PROGRAM IN RISK MANAGEMENT AND INSURANCE.
$400,000
TALLAHASSEE, FL · 2018
FOR THE GROWTH AND CONTINUITY OF THE W. T. HOLD/NATIONAL ALLIANCE PROGRAM IN RISK MANAGEMENT AND INSURANCE.
$400,000
TALLAHASSEE, FL · 2017
FOR THE GROWTH AND CONTINUITY OF THE W. T. HOLD/NATIONAL ALLIANCE PROGRAM IN RISK MANAGEMENT AND INSURANCE.
$400,000

Showing up to 5 of 4 total records — full history available with membership.

Officers & Directors

CHIEF OPERATING OFFICER Alex Lekhraj
MEMBER-AT-LARGE Chris Kerr Cic Cisr
CHIEF EXPERIENCE OFFICER Danielle D Janecka
BOARD MEMBER David A Walker Cic Crm Arm Aai
BOARD MEMBER David M Saldon Cic
CORPORATE ACCOUNTS DIRECTOR Deborah Brcka

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOR THE GROWTH AND CONTINUITY OF THE W. T. HOLD/NATIONAL ALLIANCE PROGRAM IN RISK MANAGEMENT AND INSURANCE.
$1,600,000 4 grants

Financial Trends

Year Revenue Expenses Assets
2024 $13.0M $13.0M $17.0M
2023 $12.6M $13.9M $16.7M
2022 $12.9M $13.2M $16.6M
2020 $12.5M $12.0M $17.5M
2019 $16.7M $16.3M $15.7M

Between 2019 and 2024, reported annual revenue declined from $16.7M to $13.0M (-22%), with total assets most recently reported at $17.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL.

FL

Full geographic grant map with state-by-state breakdown available with membership.

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