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Society Of Insurance Trainers And Educators

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$51k (2023)

Expenses
$24.6k (2023)

Total Assets
$133k (2023)

Total Liabilities
$0 (2023)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,993
Expenses
$24,620
Net Income
$26,373
Net Assets
$133,133
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,518
48.1%
Program Services $26,475
51.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $133,133
Total Liabilities $0
Net Assets $133,133
Compensation
Key Employees and Officers Compensation Related Other
Patrick Wraight (Past President) $0 $0 $0
Mike Koscielny (President) $0 $0 $0
Eric Czerwin (Director Of Member Benefit) $0 $0 $0
Steve Cline Cpcu Cic Itp (Treasurer) $0 $0 $0
Arthur Carvajal Esq (Member At Large) $0 $0 $0
Gin Brockwell (Vp Programs) $0 $0 $0
Heather Blevins Cpcuaicainsaissc (Vp Marketing) $0 $0 $0
Craig Tappel (Director Of Programs) $0 $0 $0
Diane Hanlon (Vice President Member Services) $0 $0 $0
Emily Donnelly (Director Of Communications) $0 $0 $0
Kristen Brazzel (Secretary) $0 $0 $0
Greg Golson (Vice President Conference) $0 $0 $0
Joann Pickel (Director Of Conference) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,713
Expenses
$18,937
Net Income
$37,776
Net Assets
$106,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,989
49.4%
Program Services $28,723
50.6%
Investment Income $1
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $106,760
Total Liabilities $0
Net Assets $106,760
Compensation
Key Employees and Officers Compensation Related Other
Patrick Wraight (Past President) $0 $0 $0
Mike Koscielny (President) $0 $0 $0
Ron Triafari (Director Of Member Benefit) $0 $0 $0
Steve Cline Cpcu Cic Itp (Treasurer) $0 $0 $0
Arthur Carvajal Esq (Member At Large) $0 $0 $0
Sandra Ciccione (Vp Programs) $0 $0 $0
Heather Blevins Cpcuaicainsaissc (Vp Marketing) $0 $0 $0
Kathleen Cox (Director Of Programs) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,830
Expenses
$17,958
Net Income
$27,872
Net Assets
$68,984
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,005
69.8%
Program Services $13,819
30.2%
Investment Income $6
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $68,984
Total Liabilities $0
Net Assets $68,984
Compensation
Key Employees and Officers Compensation Related Other
Larry Nicholson (Past President) $0 $0 $0
Nick Hart (Director Of Conference) $0 $0 $0
Patrick Wraight Cic Crm Cisr Au (President) $0 $0 $0
Ron Triafari (Director Of Member Benefit) $0 $0 $0
Steve Cline Cpcu Cic Itp (Treasurer) $0 $0 $0
Arthur Carvajal Esq (Member At Large) $0 $0 $0
Sandra Ciccione (Vp Programs) $0 $0 $0
Sarah Braga (Secretary) $0 $0 $0
Heather Blevins Cpcuaicainsaissc (Vp Marketing) $0 $0 $0
Mandy Rush (Director Of Communication) $0 $0 $0
Ken Thakur (Vp Of Member Benefits) $0 $0 $0
Kathleen Cox (Director Of Programs) $0 $0 $0
Bill Rabb (Member At Large) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$43,108
Expenses
$80,301
Net Income
-$37,193
Net Assets
$41,112
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,250
88.7%
Program Services $4,075
9.5%
Investment Income $20
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $763
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,112
Total Liabilities $0
Net Assets $41,112
Compensation
Key Employees and Officers Compensation Related Other
Sandra Colley Mba Ains Itp (Past President) $0 $0 $0
Nick Hart (Director Of Conference) $0 $0 $0
Larry Ncholson (President) $0 $0 $0
Ron Triafari (Director Of Member Benefits) $0 $0 $0
Steve Cline Cpcu Cic Itp (Treasurer) $0 $0 $0
Arthur Carvajal Esq (Member At Large) $0 $0 $0
Patrick Wraight Cic Crm Cisr Au (Vp Programs) $0 $0 $0
Maria Barnes Mba (Director Of Conference) $0 $0 $0
Heather Blevins Cpcuaicainsaissc (Vp Marketing) $0 $0 $0
Chianti Tinsley (Director Of Communication) $0 $0 $0
Ken Thakur (Vp Of Member Benefits) $0 $0 $0
Meg Mckeen (Director Of Programs) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$189,344
Expenses
$262,698
Net Income
-$73,354
Net Assets
$81,671
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,358
21.8%
Program Services $144,824
76.5%
Investment Income $3,162
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $138,032
Total Liabilities $56,361
Net Assets $81,671
Compensation
Key Employees and Officers Compensation Related Other
Sandra Colley Mba Ains Itp (Immediate Past President) $0 $0 $0
Brandon Huff Ms Ed (Vp Annual Conference) $0 $0 $0
Larry Ncholson (President) $0 $0 $0
Evelyn Jorgensen Scla Aic Itp (Director Of Benefits) $0 $0 $0
Steve Cline Cpcu Cic Itp (Secretary/Treasurer) $0 $0 $0
Arthur Carvajal Esq (Member At Large) $0 $0 $0
Patrick Wraight Cic Crm Cisr Au (Member At Large) $0 $0 $0
Maria Barnes Mba (Director Of Conference) $0 $0 $0
Heather Blevins Cpcuaicainsaissc (Vp Marketing) $0 $0 $0
Chianti Tinsley (Director Of Communication) $0 $0 $0
Mario Kyriakides Shrm Scp (Vp Membership) $0 $0 $0
Sherry Moor (Director Of Programs) $0 $0 $0
Jillian Heddaeus Cmp Iom (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$152,010
Expenses
$231,851
Net Income
-$79,841
Net Assets
$146,876
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,745
28.1%
Program Services $108,890
71.6%
Investment Income $375
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $175,156
Total Liabilities $28,280
Net Assets $146,876
Compensation
Key Employees and Officers Compensation Related Other
Sandra Colley Mba Ains Itp (President) $0 $0 $0
Brandon Huff Ms Ed (Vp Annual Conference) $0 $0 $0
Larry Ncholson (Vp Marketing) $0 $0 $0
Evelyn Jorgensen Scla Aic Itp (Vp Member Services) $0 $0 $0
George Vakalopoulos (Secretary/Treasurer) $0 $0 $0
Deborah Davenport Cic Itp (Immediate Past President) $0 $0 $0
Marcia Moore (Regional Vp Eastern) $0 $0 $0
Steve Cline Cpcu Cic Itp (Regional Vp Central) $0 $0 $0
Carol Williams Cpcu Aim Itp (Regional Vp Western) $0 $0 $0
Kevin Milner Mba Cic Itp (Regional Vp Southern) $0 $0 $0
Arthur Carvajal Esq (Member At Large) $0 $0 $0
Brad Gutcher (Member At Large) $0 $0 $0
Patrick Wraight Cic Crm Cisr Au (Member At Large) $0 $0 $0
Jillian Heddaeus Cmp Iom (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,537
Expenses
$276,045
Net Income
-$41,508
Net Assets
$229,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,112
23.1%
Program Services $177,417
75.6%
Investment Income $3,008
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $231,859
Total Liabilities $2,128
Net Assets $229,731
Compensation
Key Employees and Officers Compensation Related Other
Sandra Colley (President) $0 $0 $0
Deborah Davenport (Past President) $0 $0 $0
Brad Gutcher (Director) $0 $0 $0
George Vakalopoulos (Secretary/Treas) $0 $0 $0
Suma Elwell (Director) $0 $0 $0
Evelyn Jorgensen (Director) $0 $0 $0
Carol Williams (Director) $0 $0 $0
Kate Manthey (Director) $0 $0 $0
Sherry Moor (Director) $0 $0 $0
Marcia Moore (Director) $0 $0 $0
Elise Quadrozzi (Director) $0 $0 $0
Arthur Carvajal (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,248
Expenses
$269,860
Net Income
-$26,612
Net Assets
$271,239
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $242,683
99.8%
Investment Income $565
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $271,239
Total Liabilities $0
Net Assets $271,239
Compensation
Key Employees and Officers Compensation Related Other
Deborah Davenport (President) $0 $0 $0
Brad Gutcher (Immediate Past President) $0 $0 $0
Heather Robertson (Vice President Conference) $0 $0 $0
Elise Quadrozzi (Vice President Marketing) $0 $0 $0
Daniel Adams (Vice President Member Service) $0 $0 $0
Mary Bruggeman (Secretary) $0 $0 $0
Sandra Colley (Treasurer) $0 $0 $0
Evelyn Jorgensen (Eastern Regional Vp) $0 $0 $0
Helen Gomez (Western Regional Vp) $0 $0 $0
Sherry Moor (Southern Regional Vp) $0 $0 $0
Kate Manthey (Central Regional Vp) $0 $0 $0
Arthur Carvajal (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,156
Expenses
$265,401
Net Income
-$1,245
Net Assets
$309,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $263,795
99.9%
Investment Income $361
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $327,411
Total Liabilities $17,559
Net Assets $309,852
Compensation
Key Employees and Officers Compensation Related Other
Deborah Davenport (President) $0 $0 $0
Brad Gutcher (Immediate Past President) $0 $0 $0
Elise Quadrozzi (Vice President Conference) $0 $0 $0
Heather Hubbard (Vice President Marketing) $0 $0 $0
Treg Camper (Vice President Member Service) $0 $0 $0
Sandra Colley (Secretary) $0 $0 $0
Adam Yasneski (Treasurer) $0 $0 $0
Evelyn Jorgensen (Eastern Regional Vp) $0 $0 $0
Miles Adams (Western Regional Vp) $0 $0 $0
Sherry Moor (Southern Regional Vp) $0 $0 $0
Kate Manthey (Central Regional Vp) $0 $0 $0
Arthur Carvajal (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$242,971
Expenses
$247,236
Net Income
-$4,265
Net Assets
$311,097
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $241,622
99.4%
Investment Income $599
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $750
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $325,031
Total Liabilities $13,934
Net Assets $311,097
Compensation
Key Employees and Officers Compensation Related Other
Art Carvajal (Director) $0 $0 $0
Bruce Stauf (Director) $0 $0 $0
Brenda Davis (Past President) $0 $0 $0
Shelly Douberteen (Director) $0 $0 $0
Heather Hubbard (Director) $0 $0 $0
Adam Yasneski (Secretary) $0 $0 $0
Jeffrey Horn (Director) $0 $0 $0
Mary Ann Cooke (Director) $0 $0 $0
Brad Gutcher (President) $0 $0 $0
Treg Camper (Director) $0 $0 $0
Deborah Davenport (Director) $0 $0 $0
Bruce Fisher (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,605
Expenses
$179,796
Net Income
$27,809
Net Assets
$315,362
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $206,570
99.5%
Investment Income $585
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $450
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $340,901
Total Liabilities $25,539
Net Assets $315,362
Compensation
Key Employees and Officers Compensation Related Other
Art Carvajal (Director) $0 $0 $0
Teresa Headrick (Director) $0 $0 $0
Brenda Davis (President) $0 $0 $0
Barbara Gavitt (Director) $0 $0 $0
Tammy Alsene (Secretary) $0 $0 $0
Chuck Phillips (Director) $0 $0 $0
Jeffrey Horn (Director) $0 $0 $0
Mary Ann Cooke (Director) $0 $0 $0
Mark Fine (Past President) $0 $0 $0
Treg Camper (Director) $0 $0 $0
Deborah Davenport (Director) $0 $0 $0
Bruce Fisher (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$185,269
Expenses
$239,524
Net Income
-$54,255
Net Assets
$287,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $132,732
71.6%
Investment Income $2,788
1.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $225
0.1%
Assets/Debt
Total Assets $299,184
Total Liabilities $11,631
Net Assets $287,553

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,058
Expenses
$61,325
Net Income
$3,733
Net Assets
$342,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,619
22.5%
Investment Income $633
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $225
0.3%
Assets/Debt
Total Assets $357,941
Total Liabilities $14,947
Net Assets $342,994

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$219,393
Expenses
$266,958
Net Income
-$47,565
Net Assets
$339,261
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $215,104
98.0%
Investment Income $3,989
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $300
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $405,226
Total Liabilities $65,965
Net Assets $339,261

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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