Skip to content
ProPublica Donate
ProPublica Donate

Society Of Insurance Research

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
$267k (2023)

Expenses
$255k (2023)

Total Assets
$694k (2023)

Total Liabilities
$101k (2023)

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
$266,991
Expenses
$255,378
Net Income
$11,613
Net Assets
$592,726
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,712
43.3%
Program Services $143,650
53.8%
Investment Income $7,629
2.9%
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 $693,543
Total Liabilities $100,817
Net Assets $592,726
Compensation
Key Employees and Officers Compensation Related Other
Mike Myers (Past President) $0 $0 $0
Neelam Paharia (Director) $0 $0 $0
Lena Namilikonda (Vp Diversity & Inclusion) $0 $0 $0
Amelia Fitch (President) $0 $0 $0
Pam Granzin (Vp Marketing) $0 $0 $0
Martin Ellingsworth (Vp Membership) $0 $0 $0
Justin Suter (Vp Research) $0 $0 $0
Boris Shoykhet (Treasurer) $0 $0 $0
Austin Tucker (Vp Annual Conference) $0 $0 $0
Kevin Keegan (Director) $0 $0 $0
Jennifer Chase (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Eryn Campbell (Vp Education & Educational Outreach) $0 $0 $0
Patrick Sturgeon (Vp Strategy) $0 $0 $0
Waverly Weinberg (Vp Workshop) $0 $0 $0
Richard Skyba (Secretary) $0 $0 $0
Theo Fielding (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,320
Expenses
$264,659
Net Income
$27,661
Net Assets
$581,113
Notable Sources of Revenue Percent of Total Revenue
Contributions $162,244
55.5%
Program Services $127,636
43.7%
Investment Income $2,440
0.8%
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 $631,737
Total Liabilities $50,624
Net Assets $581,113
Compensation
Key Employees and Officers Compensation Related Other
Mike Myers (President & Pres Elect) $0 $0 $0
Dawn Faint (Vp Controller) $0 $0 $0
Pete Wood (Vp Events) $0 $0 $0
Chris Rzany (Secretary) $0 $0 $0
Lisa Greenwald (Vp Comm & Content Dev) $0 $0 $0
Neelam Paharia (Vp Annual Conference) $0 $0 $0
Kim Waller (Vp Diversity & Inclusion) $0 $0 $0
Amelia Fitch (Vp Education & Ed Outreach) $0 $0 $0
Jamie Pickles (Vp Marketing) $0 $0 $0
Liz Taggart (Vp Membership) $0 $0 $0
Patrice Nolan (Vp Research) $0 $0 $0
Ron Zezza (Director) $0 $0 $0
Austin Tucker (Director) $0 $0 $0
Brian Kiley (Director) $0 $0 $0
David Kalinowski (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Jen Evert (Past President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$258,076
Expenses
$185,796
Net Income
$72,280
Net Assets
$553,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $163,662
63.4%
Program Services $92,991
36.0%
Investment Income $1,348
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $75
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $622,560
Total Liabilities $69,106
Net Assets $553,454
Compensation
Key Employees and Officers Compensation Related Other
Mike Myers (President Pres Elect) $0 $0 $0
Dawn Faint (Vpcontroller) $0 $0 $0
Pete Wood (Vpevents) $0 $0 $0
Chris Rzany (Secretary) $0 $0 $0
Lisa Greenwald (Vpcomm Content Dev) $0 $0 $0
Neelam Paharia (Vpannual Conference) $0 $0 $0
Kim Waller (Vpdiversityinclusion) $0 $0 $0
Amelia Fitch (Vpeducation Ed Outr) $0 $0 $0
Jamie Pickles (Vpmarketing) $0 $0 $0
Liz Taggart (Vpmembership) $0 $0 $0
Patrice Nolan (Vpresearch) $0 $0 $0
Pete Wood (Vpevents) $0 $0 $0
Ron Zezza (Director) $0 $0 $0
Austin Tucker (Director) $0 $0 $0
Brian Kiley (Director) $0 $0 $0
David Kalinowski (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Jen Evert (Past President) $0 $0 $0
Michelle Herr (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,936
Expenses
$194,944
Net Income
$8,992
Net Assets
$481,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $111,345
54.6%
Program Services $89,159
43.7%
Investment Income $3,182
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $250
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $537,740
Total Liabilities $56,567
Net Assets $481,173
Compensation
Key Employees and Officers Compensation Related Other
Jen Evert (President) $0 $0 $0
Mike Myers (President Elect) $0 $0 $0
Neelam Paharia (Vpannual Conf) $0 $0 $0
Pete Wood (Vpevents) $0 $0 $0
Steve Micksch (Vpeded Outreach) $0 $0 $0
Jamie Pickles (Vpmarketing) $0 $0 $0
Adam Nunes (Vpmembership) $0 $0 $0
Rick Marchetti (Vpprcommunications) $0 $0 $0
Patrice Nolan (Vpresearch) $0 $0 $0
Liz Taggart (Vpcontroller) $0 $0 $0
Amelia Fitch (Secretary) $0 $0 $0
Sharia Benn (Director) $0 $0 $0
Dawn Faint (Director) $0 $0 $0
Brian Kiley (Director) $0 $0 $0
David Kalinowski (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Sharon Markovsky (Past President) $0 $0 $0
Michelle Herr (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$295,660
Expenses
$252,304
Net Income
$43,356
Net Assets
$472,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $109,988
37.2%
Program Services $181,829
61.5%
Investment Income $3,843
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 $506,066
Total Liabilities $33,884
Net Assets $472,182
Compensation
Key Employees and Officers Compensation Related Other
Jen Evert (President) $0 $0 $0
Mike Myers (President Elect) $0 $0 $0
Dawn Faint (Vpannual Conf) $0 $0 $0
Steve Micksch (Vpeducationoutreach) $0 $0 $0
Pete Wood (Vpevents) $0 $0 $0
Mike Myers (Vpmarketing) $0 $0 $0
Denese Ross (Vpmembership) $0 $0 $0
Rick Marchetti (Vpprcommunications) $0 $0 $0
Patrice Nolan (Vpresearch) $0 $0 $0
Randy Mangum (Vpcontroller) $0 $0 $0
Gary Hodge (Secretary) $0 $0 $0
Sharia Benn (Director) $0 $0 $0
Dan Belvin (Director) $0 $0 $0
Sharon Smith (Director) $0 $0 $0
Adam Nunes (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Sharon Markovsky (Past President) $0 $0 $0
Michelle Herr (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$274,129
Expenses
$197,940
Net Income
$76,189
Net Assets
$428,826
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,891
36.1%
Program Services $173,331
63.2%
Investment Income $1,907
0.7%
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 $483,837
Total Liabilities $55,011
Net Assets $428,826
Compensation
Key Employees and Officers Compensation Related Other
Sharon Markovsky (President) $0 $0 $0
Dawn Faint (Vpannual Conference) $0 $0 $0
Pete Wood (Vpevents) $0 $0 $0
Steve Micksch (Vpeducationoutreach) $0 $0 $0
Michael Warner (Vpmarketing) $0 $0 $0
Rick Marchetti (Vppublic Relations) $0 $0 $0
Denese Ross (Vpmembership) $0 $0 $0
Jen Evert (Vpresearch) $0 $0 $0
Randy Mangum (Vpcontroller) $0 $0 $0
Gary Hodge (Secretary) $0 $0 $0
Sharia Benn (Director) $0 $0 $0
Dan Belvin (Director) $0 $0 $0
Sharon Smith (Director) $0 $0 $0
Carol L Smith (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Jen Evert (President Elect) $0 $0 $0
Michelle Herr (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$274,146
Expenses
$177,896
Net Income
$96,250
Net Assets
$352,637
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,250
32.6%
Program Services $184,731
67.4%
Investment Income $165
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 $389,586
Total Liabilities $36,949
Net Assets $352,637
Compensation
Key Employees and Officers Compensation Related Other
Sharon Markovsky (President) $0 $0 $0
Dawn Faint (Vpannual Conference) $0 $0 $0
Kevin Mccann (Vpevents) $0 $0 $0
Steve Micksch (Vpeducationoutreach) $0 $0 $0
Michael Warner (Vpmarketing) $0 $0 $0
Rick Marchetti (Vppublic Relations) $0 $0 $0
Denese Ross (Vpmarketing) $0 $0 $0
Jen Evert (Vpresearch) $0 $0 $0
Randy Mangum (Vpcontroller) $0 $0 $0
Gary Hodge (Secretary) $0 $0 $0
Ron Zezza (Director) $0 $0 $0
Dan Belvin (Director) $0 $0 $0
Karen Imbrogno (Director) $0 $0 $0
Carol L Smith (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Randy Mangum (Vpcontroller) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$265,603
Expenses
$190,468
Net Income
$75,135
Net Assets
$250,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $79,806
30.0%
Program Services $185,797
70.0%
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 $295,680
Total Liabilities $45,655
Net Assets $250,025
Compensation
Key Employees and Officers Compensation Related Other
Sharon Markovsky (President) $0 $0 $0
Karen Imbrogno (Vpannual Conference) $0 $0 $0
Dawn Faint (Vpevents) $0 $0 $0
Steve Micksch (Vpeducationoutreach) $0 $0 $0
Michael Warner (Vpmarketing) $0 $0 $0
Carol Smith (Vpmembership) $0 $0 $0
Rick Marchetti (Vppublic Relations) $0 $0 $0
Jennifer Evert (Vpresearch) $0 $0 $0
Randall S Mangum (Treasurer) $0 $0 $0
Gary Hodge (Secretary) $0 $0 $0
Dan Belvin (Director) $0 $0 $0
Kevin Mccann (Director) $0 $0 $0
Denese Ross (Director) $0 $0 $0
Ron Zezza (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Michelle Herr (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,644
Expenses
$281,330
Net Income
$19,314
Net Assets
$195,190
Notable Sources of Revenue Percent of Total Revenue
Contributions $108,067
35.9%
Program Services $192,540
64.0%
Investment Income $37
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 $240,283
Total Liabilities $45,093
Net Assets $195,190
Compensation
Key Employees and Officers Compensation Related Other
Sharon Markovsky (President) $0 $0 $0
Karen Imbrogno (Vpannual Conference) $0 $0 $0
Dawn Faint (Vpevents) $0 $0 $0
Steve Micksch (Vpeducation Outreach) $0 $0 $0
Michael Warner (Vpmarketing) $0 $0 $0
Carol Smith (Vpmembership) $0 $0 $0
Rick Marchetti (Vppublic Relations) $0 $0 $0
Jennifer Evert (Vpresearch) $0 $0 $0
Todd Walker (Vpcontroller) $0 $0 $0
Gary Hodge (Secretary) $0 $0 $0
Dan Belvin (Director) $0 $0 $0
Kevin Mccann (Director) $0 $0 $0
Denese Ross (Director) $0 $0 $0
Ron Zezza (Director) $0 $0 $0
Vickie Kilgore (Continuing Director) $0 $0 $0
Michelle Herr (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$288,669
Expenses
$209,048
Net Income
$79,621
Net Assets
$175,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,810
36.3%
Program Services $183,614
63.6%
Investment Income $245
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 $189,049
Total Liabilities $13,175
Net Assets $175,874

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$244,610
Expenses
$129,066
Net Income
$115,544
Net Assets
$96,253
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,182
38.5%
Program Services $150,335
61.5%
Investment Income $93
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 $117,506
Total Liabilities $21,253
Net Assets $96,253

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$214,139
Expenses
$184,624
Net Income
$29,515
Net Assets
$61,030
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,735
42.4%
Program Services $123,380
57.6%
Investment Income $24
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 $82,172
Total Liabilities $21,142
Net Assets $61,030

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$153,407
Expenses
$183,161
Net Income
-$29,754
Net Assets
$31,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $85,325
55.6%
Assets/Debt
Total Assets $48,194
Total Liabilities $16,680
Net Assets $31,514

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »