Civic Intelligence

Society of Risk Management Consultants

EIN 36-3388306 • 501(c)6 • Madison, WI

Profile

Advancement of uniform risk management practices and education.

621 N Sherman AveMadison, WI 53704

www.srmcsociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

49th percentile

0.3%

Higher net margin than 49% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

54th percentile

0.2%

Faster asset growth than 54% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$98,393

Down $15,221 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$98,393

Down $15,221 (-13%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin49th percentile

Revenue

Up

$81,428

Up $41,656 (+105%) from 2022

Expenses

Up

$81,200

Up $23,145 (+40%) from 2022

Net Income

Up

$228

Up $18,511 (+101%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2022: $113,614Liabilities 2022: $0Net Assets 2022: $113,6142022Assets 2024: $98,393Liabilities 2024: $0Net Assets 2024: $98,3932024

Highlighted filing

2024

Assets$98,393
Liabilities$0
Net Assets$98,393
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2022: $39,772Expenses 2022: $58,055Net Income 2022: -$18,2832022Revenue 2024: $81,428Expenses 2024: $81,200Net Income 2024: $2282024

Highlighted filing

2024

Revenue$81,428
Expenses$81,200
Net Income$228
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,393
Liabilities
$0
Net assets
$98,393
Revenue
$81,428
Expenses
$81,200
Net income
$228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.81$0.81$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.40$0.58$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 17, 2025
Return Version
2024v5.2
Gross Receipts
$81,428
Mission and Program Overview

Mission

Advancement of uniform risk management practices and education.

Program Services

DescriptionGrantsExpenses
ADVANCE THE PROFESSIONS TO BENEFIT THE MEMBER CONSULTANTS, THEIR CLIENTS AND THE PUBLIC THROUGH RESEARCH, EDUCATION, EXCHANGE OF INFORMATION THROUGH CONFERENCES, NETWORKING, AND THE PROMOTION OF PROFESSIONAL AND ETHICAL GUIDELINES.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTY FURTERERDirector-$0--
ESEQUIEL NATHALDirector-$0--
KEVIN KELLYDirector-$0--
ROBERT LYNCHDirector-$0--
PETER MURDOUGHDirector-$0--
CYNTHIA ROBINSONDirector-$0--
RACHEL SCHECKMAN-HANDDirector-$0--
WILLIAM SCOBIEDirector-$0--
LORI USSERYPast President-$0--
BENJAMIN C FEW IVPresident - Elect-$0--
THOMAS D ROSASCHIPresident-$0--
PAUL CARLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Society of Risk Management Consultants
EIN
36-3388306
Phone
2393348120
Address
621 N SHERMAN AVE, MADISON, WI 53704

Signing Officer

Name
Paul Carlan
Title
Treasurer
Phone
6787494201
Signed
2025-07-17
Discuss with paid preparer
Yes

Preparer

Firm
AGRESTA STORMS & O'LEARY PC
Address
1214 STATE ROAD 229, BATESVILLE, IN 47006
Preparer
Jennifer Laplante CPA
Phone
8129321911
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 8. Description: dividend income. Amount: 2,854. Total included on form 990-ez, line 4: 2,862.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 5,506. Description: investment & banking fees. Amount: 399. Description: office expense. Amount: 385. Description: website operations. Amount: 27. Description: conference expense. Amount: 55,548. Total to form 990-ez, line 16: 61,865.”

Raw XML Appendix161 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.

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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits