Cause IQ organization profile

Society of Certified Insurance Counselor

Society of Certified Insurance Counselor is a trade / professional association based in Austin, TX that was founded in 1969. As of 2019 they had $16 million in revenue and $10 million in assets.

To provide quality continuing profession education to all Insurance and risk management professionals. To provide quality continuing professional education to all Insurance and risk management professionals. To provide excellent programs of practical ...

Previous legal names or variations of their name include: National Alliance For Ins Education.

EIN:

74-1785679

City:

Austin

State:

Texas

Website:

scic.com

Facebook:

facebook.com/NatlAllianceEd

Twitter:

@natlallianceed

Founded:

1969

Type:

501(c)(6)

NTEE:

S41: Trade / professional associations and chambers of commerce

Revenue:

$16,758,701

Assets:

$10,695,778

Employees:

114

Fiscal year end:

December

Revenue trends:

Asset trends:

Program areas at Society of Certified Insurance Counselor

Seminar and institute costs for the education of certifiedinsurance counselors and Certified risk managers.

Form 990s for Society of Certified Insurance Counselor

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Jan 17, 2020	990O	View PDF
2017-12	Mar 15, 2019	990	View PDF
2016-12	Dec 29, 2017	990O	View PDF
2015-12	Apr 4, 2017	990O	View PDF
2014-12	Feb 19, 2016	990O	View PDF
...and five more Form 990 PDFs

Financials for Society of Certified Insurance Counselor

Field	2018	2017	% Change
Federated campaigns	$0	$0
Membership dues	$2,676,465	$2,679,231	-0.1%
Fundraising event contributions	$0	$0
Related organizations	$0	$0
Government grants (contributions)	$0	$0
Normal grants, contributions, etc.	$0	$0
<em>Non-cash contributions included in above</em>	$0	$0
Total grants, contributions, etc.	$2,676,465	$2,679,231	-0.1%

Field	2018	2017	% Change
Total grants, contributions, etc.	$2,676,465	$2,679,231	-0.1%
Program services	$10,652,636	$10,858,310	-1.9%
Investment income and dividends	$82,730	$95,888	-13.7%
Tax-exempt bond proceeds	$0	$0
Royalty revenue	$0	$0
Net rental income	$80,242	$84,284	-4.8%
Net gain from sale of non-inventory assets	$244,190	$74,638	227.2%
Net income from fundraising events	$0	$0
Net income from gaming activities	$0	$0
Net income from sales of inventory	$103	$0	999%
Miscellaneous revenues	$3,022,335	$2,913,922	3.7%
Total revenues	$16,758,701	$16,706,273	0.3%

Field	2018	2017	% Change
Grants to govts. and orgs. in USA	$400,000	$400,000
Grants to individuals in USA	$90,557	$78,296	15.7%
Grants to govts., orgs., and individuals outside USA	$0	$0
Benefits paid to or for members	$0	$0
Compensation of current officers, etc.	$0	$0
Compensation not included above, to disqualified persons	$1,426,206	$1,739,773	-18.0%
Non-officer salaries and wages	$5,030,482	$4,417,408	13.9%
Pension/retirement accruals and contributions	$168,681	$153,046	10.2%
Other employee benefits	$910,465	$1,062,209	-14.3%
Payroll taxes	$488,996	$536,140	-8.8%
Management fees	$0	$0
Legal fees	$15,766	$29,662	-46.8%
Accounting fees	$40,017	$37,901	5.6%
Lobbying fees	$0	$0
Pro. fundraising fees	$0	$0
Investment mgmt fees	$45,670	$-31,677	244.2%
Other fee-for-service	$2,250	$0	999%
Advertising and promotion	$455,056	$437,775	3.9%
Office expenses	$678,257	$692,837	-2.1%
Information tech. expenses	$84,294	$77,345	9.0%
Royalty expenses	$0	$0
Occupancy	$1,110,539	$1,065,943	4.2%
Travel	$4,291	$12,569	-65.9%
Public official travel and entertainment	$0	$0
Conferences, meetings, etc.	$3,443,797	$4,463,466	-22.8%
Interest	$1,623	$1,656	-2.0%
Payments to affiliates	$0	$0
Depreciation, amortization, etc.	$348,414	$250,824	38.9%
Insurance	$167,355	$172,591	-3.0%
All other expenses	$1,345,938	$1,296,051	3.8%
Total expenses	$16,258,654	$16,893,815	-3.8%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$115,776	$200	57788%
Savings, short-term investments, etc.	$7,473,865	$7,740,553	-3.4%
Pledges and grants receivable	$0	$0
Accounts receivable	$749,538	$703,848	6.5%
Loans receivable from officers, directors, etc.	$0	$0
Loans receivable from other disqualified persons	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$22,087	$14,630	51.0%
Prepaid expenses and deferred charges	$309,414	$661,666	-53.2%
Buildings, equipment, etc. post-depreciation	$1,568,887	$1,292,544	21.4%
Investments, publicly traded securities	$0	$0
Investments, other securities	$136,770	$136,770
Investments, program-related	$0	$0
Intangible assets	$0	$0
Other assets	$319,441	$345,470	-7.5%
Total assets	$10,695,778	$10,895,681	-1.8%

Field	2018	2017	% Change
Accounts payable and accrued expenses	$1,398,840	$1,548,925	-9.7%
Grants payable	$3,195	$3,195
Deferred revenue	$2,729,925	$2,501,386	9.1%
Tax-exempt bond liabilities	$0	$0
Escrow or custodial account liability	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0
Other liabilities	$3,459,044	$3,503,750	-1.3%
Total liabilities	$7,591,004	$7,557,256	0.4%

Field	2018	2017	% Change
Unrestricted net assets	$3,104,774	$3,338,425	-7.0%
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Society of Certified Insurance Counselor

Vendor	Services	Amount paid	Date
Calhoun Thomson Matza LLP	Tax accounting		2020-01-17
█████ ███	Website Implementation Services	$4,566	2020-01-17
███████ █ ███████	Curriculum Development Speaker	$2,011	2020-01-17
██████ ███ ███ █████ ██████	Contract Administrative Services	$1,054	2020-01-17
██████ ███	Contract Administrative Services	$105,420	2018-12-01
████████ █████████ ███████	Insurance		2017-12-31
████████ █████████ █████	Investment management; Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Custodial (other than securities)	$32,320	2017-12-31
████████ ███████ ███ ██████ ███	Audit accounting		2017-12-31

Personnel at Society of Certified Insurance Counselor

Name	Title	Compensation	Most recent data
William T Hold	President / Chief Executive Officer	$482,048	Jan. 17, 2020
Alex Lekhraj	Chief Information Officer	$147,958	Dec. 31, 2018
█████ ███████	Chief Innovation and Academic Developmen	$176,748	Dec. 31, 2018
████████ █ ██████	Vice President and Controller	$91,781	Dec. 31, 2018
████████ █ ███████	Senior Vice - President	$93,982	Dec. 31, 2018
██████ █ ████	Senior Vice President and Secretary	$116,233	Dec. 31, 2018
█████ █ ████	Senior Vice - President	$91,643	Dec. 31, 2018
███████ ██ ██████	Senior Vice President of Academic Development	$138,478	Feb. 21, 2017
████ ██ ████	Vice President of Faculty Development	$103,641	Feb. 21, 2017
████ ██ ██████	Vice President for Management Information Systems	$116,119	Feb. 21, 2017
...and six more key personnel

Peer trade / professional associations and chambers of commerce

	Name	Type	Revenue	Location
1	Texas Medical Association (TMA)	501(c)(6)	$25 million	Austin, TX
2	American Board of Obstetrics and Gynecology	501(c)(6)	$17 million	Dallas, TX
3	American Association for Respiratory Care	501(c)(6)	$9.4 million	Irving, TX
4	American College of Emergency Physicians	501(c)(6)	$38 million	Dallas, TX
5	American Board of Otolaryngology	501(c)(6)	$4.3 million	Houston, TX
6	American Association of Nurse Practitioners	501(c)(6)	$20 million	Austin, TX
7	American Association of Professional Landmen	501(c)(6)	$8.8 million	Fort Worth, TX
8	Society of Diagnostic Medical Sonography (SDMS)	501(c)(6)	$4.8 million	Plano, TX
9	Professional Retail Store Maintenance Association (PRSM)	501(c)(6)	$6.0 million	Dallas, TX
10	American Academy of NURSE Practitioners NATIONAL CERTIFICATION Board (AANP)	501(c)(6)	$13 million	Austin, TX
11	Federation of State Medical Boards of the United States	501(c)(6)	$49 million	Euless, TX
12	Southern Gas Association	501(c)(6)	$5.2 million	Dallas, TX
13	Association of Texas Professional Educators	501(c)(6)	$15 million	Austin, TX
14	Epayresources	501(c)(6)	$5.3 million	Dallas, TX
15	Texas Trial Lawyers Association	501(c)(6)	$6.2 million	Austin, TX
16	Texas Bankers Association	501(c)(6)	$9.6 million	Austin, TX
17	International Facility Management Association	501(c)(6)	$15 million	Houston, TX
18	International Association of Venue Managers	501(c)(6)	$5.7 million	Coppell, TX
19	Texas Dental Association	501(c)(6)	$4.9 million	Austin, TX
20	American Football Coaches Association (AFCA)	501(c)(6)	$5.9 million	Waco, TX
21	American Payroll Association	501(c)(6)	$10 million	San Antonio, TX
22	Interna'l Association of Hospitality Accountan	501(c)(6)	$8.5 million	Austin, TX
23	National Athletic Trainers' Association (NATA)	501(c)(6)	$10 million	Carrollton, TX
24	Texas Society of Certified Public Accountants	501(c)(6)	$7.1 million	Dallas, TX
25	American Academy of Dermatology (AAD)	501(c)(6)	$13 million	Rosemont, IL

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Cause IQ organization profile

Society of Certified Insurance Counselor

Program areas at Society of Certified Insurance Counselor

Form 990s for Society of Certified Insurance Counselor

Financials for Society of Certified Insurance Counselor

Vendors for Society of Certified Insurance Counselor

Personnel at Society of Certified Insurance Counselor

Peer trade / professional associations and chambers of commerce

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