Public Charity

SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC

SOCIETY OF CERTIFIED INSURANCE SERVICE REPRESENTATIVES INC is a Public Charity headquartered in AUSTIN, TX. Financial data from the 2024 filing: $3.1M revenue, $2.6M expenses. 2 publicly reported grants to this organization, totaling roughly $50K, appear in IRS filings.

EIN: 742493055 AUSTIN, TX Latest filing: 2024
Total Revenue$3.1M
Total Expenses$2.6M
Grant Records2
Funding Total$50K
Filing Years2019–2024

Mission

TO PROVIDE QUALITY CONTINUING PROFESSIONAL EDUCATION TO ALL INSURANCE CUSTOMER SERVICE REPRESENTATIVES AND RELATED PERSONNEL.

Officers & Directors

CHIEF OPERATING OFFICER Alex Lekhraj
BOARD MEMBER Alfredo Baez-Maldonado Esq Cic Cr
BOARD MEMBER Beckie Ervin Cic Crm
BOARD MEMBER Cheri E Green Cic Cisr
TREASURER Claire Richardson Cisr
CHIEF EXPERIENCE OFFICER Danielle D Janecka

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL GRANT
$50,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2024 $3.1M $2.6M
2023 $3.1M $2.7M $5.7M
2022 $3.4M $2.9M $4.0M
2020 $2.8M $2.7M $3.3M
2019 $3.4M $3.3M $3.2M

Between 2019 and 2024, reported annual revenue declined from $3.4M to $3.1M (-9%).

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

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