Civic Intelligence

Securities & Insurance

990 • Fiscal year 2022 • EIN 26-2312607

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

343 Prebster DrBrownsburg, IN 46112

(800) 428-8329

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.13x

Higher debt load relative to assets than 45% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.26x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

4.4%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

57th percentile

4.6%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

30%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,844,452

Up $80,782 (+4.6%) from 2021

Net Assets

Up

$1,606,297

Up $39,844 (+2.5%) from 2021

Liabilities

Up

$238,155

Up $40,938 (+21%) from 2021

Revenue

Up

$909,747

Up $212,382 (+30%) from 2021

Expenses

Up

$869,903

Up $207,449 (+31%) from 2021

Net Income

Up

$39,844

Up $4,933 (+14%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $691,483Liabilities 2010: $131,430Net Assets 2010: $560,0532010Assets 2011: $801,962Liabilities 2011: $120,270Net Assets 2011: $681,6922011Assets 2012: $964,458Liabilities 2012: $113,668Net Assets 2012: $850,7902012Assets 2013: $1,156,189Liabilities 2013: $134,283Net Assets 2013: $1,021,9062013Assets 2014: $1,237,807Liabilities 2014: $140,429Net Assets 2014: $1,097,3782014Assets 2015: $1,399,313Liabilities 2015: $246,233Net Assets 2015: $1,153,0802015Assets 2016: $1,453,138Liabilities 2016: $212,775Net Assets 2016: $1,240,3632016Assets 2017: $1,481,381Liabilities 2017: $182,696Net Assets 2017: $1,298,6852017Assets 2018: $1,536,179Liabilities 2018: $168,564Net Assets 2018: $1,367,6152018Assets 2019: $1,628,340Liabilities 2019: $211,907Net Assets 2019: $1,416,4332019Assets 2020: $1,701,243Liabilities 2020: $169,701Net Assets 2020: $1,531,5422020Assets 2021: $1,763,670Liabilities 2021: $197,217Net Assets 2021: $1,566,4532021Assets 2022: $1,844,452Liabilities 2022: $238,155Net Assets 2022: $1,606,2972022Assets 2023: $1,937,125Liabilities 2023: $295,486Net Assets 2023: $1,641,6392023Assets 2024: $1,993,694Liabilities 2024: $283,750Net Assets 2024: $1,709,9442024

Highlighted filing

2022

Assets$1,844,452
Liabilities$238,155
Net Assets$1,606,297

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Expenses 2010: $516,9092010Expenses 2011: $682,7922011Expenses 2012: $628,5482012Revenue 2013: $833,860Expenses 2013: $662,744Net Income 2013: $171,1162013Revenue 2014: $816,048Expenses 2014: $740,576Net Income 2014: $75,4722014Revenue 2015: $869,908Expenses 2015: $762,384Net Income 2015: $107,5242015Revenue 2016: $834,732Expenses 2016: $747,449Net Income 2016: $87,2832016Revenue 2017: $857,842Expenses 2017: $799,520Net Income 2017: $58,3222017Revenue 2018: $861,256Expenses 2018: $792,326Net Income 2018: $68,9302018Revenue 2019: $915,791Expenses 2019: $866,973Net Income 2019: $48,8182019Revenue 2020: $537,996Expenses 2020: $422,887Net Income 2020: $115,1092020Revenue 2021: $697,365Expenses 2021: $662,454Net Income 2021: $34,9112021Revenue 2022: $909,747Expenses 2022: $869,903Net Income 2022: $39,8442022Revenue 2023: $1,038,648Expenses 2023: $1,003,306Net Income 2023: $35,3422023Revenue 2024: $1,274,872Expenses 2024: $1,206,567Net Income 2024: $68,3052024

Highlighted filing

2022

Revenue$909,747
Expenses$869,903
Net Income$39,844
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$909,747
Mission and Program Overview

Mission

The mission of the securities and insurance licensing association (sila) is to provide an educational forum through which all members of the insurance licensing and securities registration industries can exchange information, best practices and ideas to resolve issues common to the industry. Sila provides a venue for industry and regulators to come together to streamline and improve licensing and registration across the country.

To provide an educational forum through which all members of the insurance licensing and securities registration industries can exchange information, best practices and ideas to resolve issues common to the industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,445,127$1,639,906▲ $194,779
Prepaid Expenses and Deferred Charges$83,598$100,556▲ $16,958
Accounts Receivable$37,549$70,027▲ $32,478
Cash and Non-Interest-Bearing Accounts$197,396$33,143▼ $164,253
Land, Buildings, and Equipment, Net$0$820▲ $820
Total Assets$1,763,670$1,844,452▲ $80,782
Liabilities
Deferred Revenue$177,450$211,525▲ $34,075
Accounts Payable and Accrued Expenses$18,767$26,630▲ $7,863
Other Liabilities$1,000$0▼ $1,000
Total Liabilities$197,217$238,155▲ $40,938
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,566,453$1,606,297▲ $39,844
Total Net Assets Fund Balance$1,566,453$1,606,297▲ $39,844
Total Liabilities and Net Assets / Fund Balance$1,763,670$1,844,452▲ $80,782

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$820$280$1,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana CapesExecutive DirectorFT$124,575$1,437$126,012

Board Members and Trustees

NameTitle
Allister YuCommunications Chair
Cindy DavidsonEducation Chair
Margie WebberGovernance Chair
Paul WillisNominations Chair
Paula SisnerosVendor Relations Chair
Kathy HalversonImmediate Past President
Sherri ColemanPresident
Diana IveyPresident Elect
Bill SwanstromFinra
Fred KarlinskyLegal Advisor
Nikki BrownMembership Services
Jeff BaughmanRegulatory Advisor
Lorie GasiorRegulatory Advisor
Deborah FabritzRegulatory Securities Advisor
Tim OwenSecretary
Stephanie RustadSecurities
Jason MccartneySponsorship
Heather CoulterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$311,525
Program Service Revenue
$564,460
Investment Income
$4,695
Other Revenue
$29,067
Change in Net Assets
$39,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$634,140
Salaries, Compensation, and Employee Benefits$225,763
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$512,983
Current Officers, Directors, Trustees, and Key Employees---$114,495
Other Salaries and Wages---$92,379
Fees for Services Other---$28,338
Other Expenses---$17,635
Payroll Taxes---$16,094
Occupancy---$10,080
Grants to Domestic Orgs---$10,000
Office Expenses---$7,938
Fees for Services Accounting---$5,400
Travel---$3,284
Insurance---$3,249
Other Employee Benefits---$2,795
Depreciation Depletion---$280
All Other Expenses---$-125
Total Functional Expenses$0$0$0$869,903
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Securities & Insurance Licensing Association Foundation IncBrownsburg, IN501(c)(3)Sila Made Contributions to the Sila Foundation Inc. This 501(c)3 Organization Provides Similar Services to the General Public.$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is organized as a not-for-profit corporation that is a membership association.

Form 990, Part VI, Section B, Line 11B

The executive director and governance chair of the sila board of directors review form 990 prior to submission. Any identified discrepancies are communicated to the executive director and officers for discussion and correction as needed.

Form 990, Part VI, Section B, Line 12C

The board members, including officers and members of committees with board-delegated powers, annually sign a statement which affirms their reading and understanding of the conflict of interest policy, and by signature agree to comply with the policy.

Form 990, Part VI, Section B, Line 15

The securities & insurance licensing association has designated a personnel committee that includes the president, president-elect and immediate past-president. This committee's sole purpose is to evaluate the executive director's performance, administer salary and benefits on an annual basis within the approved salary and benefit budgets and recommend to the board of directors action to hire, fire and/or adjust the paid staff levels of the corporation. According to the bylaws, the officers and directors shall serve without compensation for their board positions.

Form 990, Part VI, Section C, Line 19

The bylaws which includes the conflict of interest policy, the mission/vision statements and the 5-year strategic plan are available to members via the sila website. Financial reviews are completed annually at the national education conference during the business meeting, and the information is then posted on the website with other conference presentations.

Filing and Contact Details

Filer

Filer Name
Securities & Insurance
EIN
26-2312607
Phone
8004288329
Address
343 PREBSTER DR, BROWNSBURG, IN 46112

Signing Officer

Name
Diana Capes
Title
Executive Vice President
Phone
8004288329
Signed
2023-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Capes
Formed
2008
Legal Domicile
In
Voting Board Members
18
Independent Board Members
18
Employees
3
Volunteers
115

Preparer

Firm
Greenwalt Cpas Inc
Address
5342 WEST VERMONT STREET, INDIANAPOLIS, IN 46224
Preparer
John W Keller CPA
Phone
3172412999
Raw XML AppendixShowing 400 of 475 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018767
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026630
IRS990/AccountsReceivableGrp/BOYAmt037549
IRS990/AccountsReceivableGrp/EOYAmt070027
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AN EDUCATIONAL FORUM THROUGH WHICH ALL MEMBERS OF THE INSURANCE LICENSING AND SECURITIES REGISTRATION INDUSTRIES CAN EXCHANGE INFORMATION, BEST PRACTICES AND IDEAS TO RESOLVE ISSUES COMMON TO THE INDUSTRY.
IRS990/AllOtherExpensesGrp/TotalAmt0-125
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY KAY KRAMBEER
IRS990/BooksInCareOfDetail/PhoneNum08004288329
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 498
IRS990/BooksInCareOfDetail/USAddress/CityNm0ZIONSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0460770498
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0197396
IRS990/CashNonInterestBearingGrp/EOYAmt033143
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0114495
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0512983
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0311525
IRS990/CYGrantsAndSimilarPaidAmt010000
IRS990/CYInvestmentIncomeAmt04695
IRS990/CYOtherExpensesAmt0634140
IRS990/CYOtherRevenueAmt029067
IRS990/CYProgramServiceRevenueAmt0564460
IRS990/CYRevenuesLessExpensesAmt039844
IRS990/CYSalariesCompEmpBnftPaidAmt0225763
IRS990/CYTotalExpensesAmt0869903
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0909747
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0177450
IRS990/DeferredRevenueGrp/EOYAmt0211525
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0280
IRS990/Desc0MEMBERSHIP SERVICES: SILA CONTINUES TO PROVIDE THE FOLLOWING BENEFITS TO ITS MEMBERS: SILA LICENSING JOURNAL, MEMBERSHIP DIRECTORY, SILA NEWSLETTERS, RESOURCE CENTER (DISCUSSION FORUM, REGULATORY UPDATES, SUBGROUP COMMITTEES, NON-DUES PAYING CHAPTER MEETINGS), AND AWARD RECOGNITIONS. SILA ADDED THE SILA DIGEST SERVICE AS A RESOURCE BENEFIT TO ITS MEMBERS, OFFERED UNDER A REVENUE SHARE ARRANGEMENT WITH THE CONTENT PROVIDERS. SILA CREATED AND INTRODUCED A NEW RESOURCE PUBLICATION IN 2013 CALLED THE SILA BEST PRACTICES HANDBOOK AVAILABLE TO ALL SILA MEMBERS WHICH PROVIDES INDUSTRY PRACTICES TO SPECIFIC LICENSING AND COMPLIANCE TOPICS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt05400
IRS990/FeesForServicesOtherGrp/TotalAmt028338
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt151437
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0HEATHER COULTER
IRS990/Form990PartVIISectionAGrp/PersonNm1CINDY DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL SWANSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL WILLIS
IRS990/Form990PartVIISectionAGrp/PersonNm4PAULA SISNEROS
IRS990/Form990PartVIISectionAGrp/PersonNm5NIKKI BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6LORIE GASIOR
IRS990/Form990PartVIISectionAGrp/PersonNm7JASON MCCARTNEY
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHY HALVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm9MARGIE WEBBER
IRS990/Form990PartVIISectionAGrp/PersonNm10DIANA IVEY
IRS990/Form990PartVIISectionAGrp/PersonNm11STEPHANIE RUSTAD
IRS990/Form990PartVIISectionAGrp/PersonNm12FRED KARLINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm13TIM OWEN
IRS990/Form990PartVIISectionAGrp/PersonNm14SHERRI COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15DIANA CAPES
IRS990/Form990PartVIISectionAGrp/PersonNm16ALLISTER YU
IRS990/Form990PartVIISectionAGrp/PersonNm17DEBORAH FABRITZ
IRS990/Form990PartVIISectionAGrp/PersonNm18JEFF BAUGHMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15124575
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1EDUCATION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINRA
IRS990/Form990PartVIISectionAGrp/TitleTxt3NOMINATIONS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VENDOR RELATIONS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBERSHIP SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGULATORY ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SPONSORSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt8IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECURITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt12LEGAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16COMMUNICATIONS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17REGULATORY SECURITIES ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18REGULATORY ADVISOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0909747
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03249
IRS990/InvestmentIncomeGrp/ExclusionAmt04695
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04695
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0280
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0820
IRS990/LandBldgEquipCostOrOtherBssAmt01100
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0311525
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE SECURITIES AND INSURANCE LICENSING ASSOCIATION (SILA) IS TO PROVIDE AN EDUCATIONAL FORUM THROUGH WHICH ALL MEMBERS OF THE INSURANCE LICENSING AND SECURITIES REGISTRATION INDUSTRIES CAN EXCHANGE INFORMATION, BEST PRACTICES AND IDEAS TO RESOLVE ISSUES COMMON TO THE INDUSTRY. SILA PROVIDES A VENUE FOR INDUSTRY AND REGULATORS TO COME TOGETHER TO STREAMLINE AND IMPROVE LICENSING AND REGISTRATION ACROSS THE COUNTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01566453
IRS990/NetAssetsOrFundBalancesEOYAmt01606297
IRS990/NetUnrelatedBusTxblIncmAmt04598
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01566453
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01606297
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt010080
IRS990/OfficeExpensesGrp/TotalAmt07938
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02795
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc2SOFTWARE/WEB
IRS990/OtherExpensesGrp/Desc3MERCHANT FEES
IRS990/OtherExpensesGrp/TotalAmt0720
IRS990/OtherExpensesGrp/TotalAmt122615
IRS990/OtherExpensesGrp/TotalAmt221743
IRS990/OtherExpensesGrp/TotalAmt317635
IRS990/OtherLiabilitiesGrp/BOYAmt01000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1ADVERTISING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt021392
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021392
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17675
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt07675
IRS990/OtherRevenueTotalAmt029067
IRS990/OtherSalariesAndWagesGrp/TotalAmt092379
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt016094
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt083598
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0100556
IRS990/PrincipalOfficerNm0DIANA CAPES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0MEETING REGISTRATION
IRS990/ProgramServiceRevenueGrp/Desc1SPONSERSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0413660
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1150800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0413660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1150800
IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUAL EDUCATION CONFERENCE: MEMBERS EXPERIENCE PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES.
IRS990/ProgSrvcAccomActy3Grp/Desc0TRAINING AND DESIGNATION PROGRAMS: PROVIDE EDUCATIONAL COURSES AND PROGRAMS FOR MEMBERS' EDUCATIONAL GROWTH AND RECOGNITION.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0278650
IRS990/PYGrantsAndSimilarPaidAmt08727
IRS990/PYInvestmentIncomeAmt03073
IRS990/PYOtherExpensesAmt0431755
IRS990/PYOtherRevenueAmt014242
IRS990/PYProgramServiceRevenueAmt0401400
IRS990/PYRevenuesLessExpensesAmt034911
IRS990/PYSalariesCompEmpBnftPaidAmt0221972
IRS990/PYTotalExpensesAmt0662454
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0697365
IRS990/ReconcilationRevenueExpnssAmt039844
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01445127
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01639906
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0820
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0280
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0820
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SILA MADE CONTRIBUTIONS TO THE SILA FOUNDATION INC. THIS 501(C)3 ORGANIZATION PROVIDES SIMILAR SERVICES TO THE GENERAL PUBLIC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0453249908
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0343 PREBSTER DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BROWNSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046112
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS A MEMBERSHIP ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR AND GOVERNANCE CHAIR OF THE SILA BOARD OF DIRECTORS REVIEW FORM 990 PRIOR TO SUBMISSION. ANY IDENTIFIED DISCREPANCIES ARE COMMUNICATED TO THE EXECUTIVE DIRECTOR AND OFFICERS FOR DISCUSSION AND CORRECTION AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEMBERS, INCLUDING OFFICERS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS, ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEIR READING AND UNDERSTANDING OF THE CONFLICT OF INTEREST POLICY, AND BY SIGNATURE AGREE TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SECURITIES & INSURANCE LICENSING ASSOCIATION HAS DESIGNATED A PERSONNEL COMMITTEE THAT INCLUDES THE PRESIDENT, PRESIDENT-ELECT AND IMMEDIATE PAST-PRESIDENT. THIS COMMITTEE'S SOLE PURPOSE IS TO EVALUATE THE EXECUTIVE DIRECTOR'S PERFORMANCE, ADMINISTER SALARY AND BENEFITS ON AN ANNUAL BASIS WITHIN THE APPROVED SALARY AND BENEFIT BUDGETS AND RECOMMEND TO THE BOARD OF DIRECTORS ACTION TO HIRE, FIRE AND/OR ADJUST THE PAID STAFF LEVELS OF THE CORPORATION. ACCORDING TO THE BYLAWS, THE OFFICERS AND DIRECTORS SHALL SERVE WITHOUT COMPENSATION FOR THEIR BOARD POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BYLAWS WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, THE MISSION/VISION STATEMENTS AND THE 5-YEAR STRATEGIC PLAN ARE AVAILABLE TO MEMBERS VIA THE SILA WEBSITE. FINANCIAL REVIEWS ARE COMPLETED ANNUALLY AT THE NATIONAL EDUCATION CONFERENCE DURING THE BUSINESS MEETING, AND THE INFORMATION IS THEN POSTED ON THE WEBSITE WITH OTHER CONFERENCE PRESENTATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0453249908
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THE FDN PROVIDES SERVICES SIMILAR TO THOSE OF SILA TO THE GENERAL PUBLIC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0343 PREBSTER DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BROWNSBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.28$1.71$1.27$1.21$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.30$1.64$1.04$1.00$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.24$1.61$0.91$0.87$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.20$1.57$0.70$0.66$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.17$1.53$0.54$0.42$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.21$1.42$0.92$0.87$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.17$1.37$0.86$0.79$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.18$1.30$0.86$0.80$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.21$1.24$0.83$0.75$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.25$1.15$0.87$0.76$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.14$1.10$0.82$0.74$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.13$1.02$0.83$0.66$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.11$0.85$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.12$0.68$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.13$0.56$0.52