Civic Intelligence

The Council Foundation

EIN 52-1811691 • 501(c)3 • Washington, DC

Profile

The foundation's mission is to secure the future of the commercial insurance brokerage business by attracting and developing tomorrow's talent and supporting forward-thinking research.

701 Pennsylvania Ave NW 750Washington, DC 20004

www.ciab.com/THE-COUNCIL-FOUNDATION

Siviq Scores

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

Liabilities / Assets

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

5.4%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

5.1%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.2%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$3,574,741

Up $172,431 (+5.1%) from 2023

Liabilities

Up

$70,275

Up $24,043 (+52%) from 2023

Net Assets

Up

$3,504,466

Up $148,388 (+4.4%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin52nd percentile

Revenue

Down

$718,862

Down $15,996 (-2.2%) from 2023

Expenses

Up

$679,763

Up $71,813 (+12%) from 2023

Net Income

Down

$39,099

Down $87,809 (-69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,353,961Liabilities 2011: $73,560Net Assets 2011: $2,280,4012011Assets 2012: $2,391,356Liabilities 2012: $0Net Assets 2012: $2,391,3562012Assets 2013: $2,988,266Liabilities 2013: $965Net Assets 2013: $2,987,3012013Assets 2014: $2,938,283Liabilities 2014: $7,632Net Assets 2014: $2,930,6512014Assets 2015: $2,843,342Liabilities 2015: $27,884Net Assets 2015: $2,815,4582015Assets 2016: $2,718,810Liabilities 2016: $410Net Assets 2016: $2,718,4002016Assets 2017: $2,789,067Liabilities 2017: $0Net Assets 2017: $2,789,0672017Assets 2018: $2,588,338Liabilities 2018: $0Net Assets 2018: $2,588,3382018Assets 2019: $2,848,839Liabilities 2019: $4,995Net Assets 2019: $2,843,8442019Assets 2020: $3,306,403Liabilities 2020: $5,000Net Assets 2020: $3,301,4032020Assets 2021: $3,533,972Liabilities 2021: $0Net Assets 2021: $3,533,9722021Assets 2022: $3,044,272Liabilities 2022: $2,027Net Assets 2022: $3,042,2452022Assets 2023: $3,402,310Liabilities 2023: $46,232Net Assets 2023: $3,356,0782023Assets 2024: $3,574,741Liabilities 2024: $70,275Net Assets 2024: $3,504,4662024

Highlighted filing

2024

Assets$3,574,741
Liabilities$70,275
Net Assets$3,504,466
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $183,2912011Expenses 2012: $307,7862012Revenue 2013: $990,514Expenses 2013: $302,007Net Income 2013: $688,5072013Revenue 2014: $275,497Expenses 2014: $336,183Net Income 2014: -$60,6862014Revenue 2015: $285,922Expenses 2015: $302,113Net Income 2015: -$16,1912015Revenue 2016: $300,460Expenses 2016: $424,916Net Income 2016: -$124,4562016Revenue 2017: $364,418Expenses 2017: $461,225Net Income 2017: -$96,8072017Revenue 2018: $546,476Expenses 2018: $486,329Net Income 2018: $60,1472018Revenue 2019: $679,139Expenses 2019: $485,708Net Income 2019: $193,4312019Revenue 2020: $529,996Expenses 2020: $364,569Net Income 2020: $165,4272020Revenue 2021: $657,967Expenses 2021: $496,376Net Income 2021: $161,5912021Revenue 2022: $579,126Expenses 2022: $565,991Net Income 2022: $13,1352022Revenue 2023: $734,858Expenses 2023: $607,950Net Income 2023: $126,9082023Revenue 2024: $718,862Expenses 2024: $679,763Net Income 2024: $39,0992024

Highlighted filing

2024

Revenue$718,862
Expenses$679,763
Net Income$39,099
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,574,741
Liabilities
$70,275
Net assets
$3,504,466
Revenue
$718,862
Expenses
$679,763
Net income
$39,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.07$3.50$0.72$0.68$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.05$3.36$0.73$0.61$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.58$0.57$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.66$0.50$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.01$3.30$0.53$0.36$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.84$0.68$0.49$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.55$0.49$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.36$0.46$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.30$0.42$0.12
2015Summary only. Only limited summary data is available for this year.$2.84$0.03$2.82$0.29$0.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.01$2.93$0.28$0.34$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.99$0.30$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.00$2.39$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.07$2.28$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,388,869
Mission and Program Overview

Mission

Promote leadership in insurance agency and brokerage professions.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,569,694$2,745,615▲ $1,175,921
Investments Other Securities$1,210,430$527,201▼ $683,229
Cash and Non-Interest-Bearing Accounts$432,132$91,779▼ $340,353
Prepaid Expenses and Deferred Charges-$66,509-
Savings and Temporary Cash Investments$42,753$32,650▼ $10,103
Accounts Receivable$11,075$7,500▼ $3,575
Total Assets$3,402,310$3,574,741▲ $172,431
Other Assets Total$136,226$103,487▼ $32,739
Liabilities
Accounts Payable and Accrued Expenses$46,232$70,275▲ $24,043
Total Liabilities$46,232$70,275▲ $24,043
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,615,217$2,780,713▲ $165,496
Net Assets With Donor Restrictions$740,861$723,753▼ $17,108
Total Net Assets Fund Balance$3,356,078$3,504,466▲ $148,388
Total Liabilities and Net Assets / Fund Balance$3,402,310$3,574,741▲ $172,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$527,201--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$352,026-▲ $17,592$10,000$359,618
2023$307,080$25,000▲ $29,946$10,000$352,026
2022$360,393-▼ $43,313$10,000$307,080
2021$343,257-▲ $27,136$10,000$360,393
2020$316,187-▲ $32,070$5,000$343,257
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Robert CohenChair
Ken a CrerarExecutive Chair (until 6/24)
John TallaridaVice Chair
Bill D HenryDirector
Bumpy TricheDirector
David BeckerDirector
David EslickDirector
Douglas HammondDirector
J Hyatt BrownDirector
Jeff RodriguezDirector
John HowardDirector
Ken EwellDirector
Markham R McknightDirector
Michael VictorsonDirector
Robert CawleyDirector
Robert HarrisonDirector
Scott PurvianceDirector
Tarun ChopraDirector
Tom HughstonDirector
Benita Harrison-wicklineCFO
Catherine RichardsonCOO
Elizabeth McdaidFoundation, Evp
Joel R WoodSecretary
Julia RuizSVP, Leadership & Mgmt Resources
Paula StaleySVP, Meetings
Susan RushfordSVP, Mktg & Communications
Nancy MellardTreasurer
Nicole VasileVP, Mktg & Communications
Revenue and Support

Revenue Composition

Contributions and Grants
$572,050
Program Service Revenue
$0
Investment Income
$146,812
Other Revenue
$0
All Other Contributions
$572,050
Change in Net Assets
$39,099

Audited Revenue Reconciliation

Revenue per Audited Statements
$695,351
Revenue Not Reported on Financial Statements
$23,511
Revenue Not Reported on Form 990
$423,365
Total Revenue per Audited Statements
$1,118,716
Total Revenue per Form 990
$718,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$475,833
Other Expenses$203,930
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$392,500--$392,500
Grants to Domestic Orgs$83,333--$83,333
Fees for Service Investment Mgmnt Fees-$23,511-$23,511
Fees for Services Accounting-$19,086-$19,086
Other Expenses$17,668$3,987-$3,987
All Other Expenses-$955-$955
Office Expenses-$35-$35
Total Functional Expenses$632,189$47,574$0$679,763

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$970,328
Total Expenses per Form 990$679,763
Expenses per Audited Statements$656,252
Expenses Not Reported on Form 990$314,076
Expenses Not Reported on Financial Statements$23,511
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Mississippi FoundationOxford, MS501(c)(3)School Initiative Fund$83,333
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“The form 990 is reviewed by the ceo and the cfo of the council. Prior to filing the council foundation board of directors also have an opportunity to review the filing.”

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

“The foundation requires directors to disclose annually any interest that could give rise to a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The council foundation relies on the council of insurance agents and brokers (ciab), a related organization to determine compensation. Ciab's compensation committee reviews and approves compensation based on current environment, competitive market, and the reports of compensation surveys, studies and other market data.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its annual reports, governing documents, and financial statements available to the public, upon request for the same period of disclosure as set forth in section 6104(d).”

Filing and Contact Details

Filer

Filer Name
The Council Foundation
EIN
52-1811691
Phone
2026624313
Address
701 PENNSYLVANIA AVE NW 750, WASHINGTON, DC 20004

Signing Officer

Name
Joel R Wood
Title
Secretary
Phone
2026624313
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel R Wood
Formed
1993
Legal Domicile
Dc
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
19

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Elizabeth W Heller
Phone
3019519090
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The intended use of the endowment funds are to provide scholarships to pursue careers in risk management insurance.”

Raw XML AppendixShowing 400 of 816 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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IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1
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IRS990/Form990PartVIISectionAGrp/PersonNm2NANCY MELLARD
IRS990/Form990PartVIISectionAGrp/PersonNm3JOEL R WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm4TOM HUGHSTON
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT CAWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7BUMPY TRICHE
IRS990/Form990PartVIISectionAGrp/PersonNm8DOUGLAS HAMMOND
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT PURVIANCE
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL VICTORSON
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID ESLICK
IRS990/Form990PartVIISectionAGrp/PersonNm12KEN EWELL
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm14MARKHAM R MCKNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm15TARUN CHOPRA
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBERT HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVID BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm18J HYATT BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm19BILL D HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm20KEN A CRERAR
IRS990/Form990PartVIISectionAGrp/PersonNm21CATHERINE RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm22BENITA HARRISON-WICKLINE
IRS990/Form990PartVIISectionAGrp/PersonNm23ELIZABETH MCDAID
IRS990/Form990PartVIISectionAGrp/PersonNm24SUSAN RUSHFORD
IRS990/Form990PartVIISectionAGrp/PersonNm25JULIA RUIZ
IRS990/Form990PartVIISectionAGrp/PersonNm26PAULA STALEY
IRS990/Form990PartVIISectionAGrp/PersonNm27NICOLE VASILE
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE CHAIR (UNTIL 6/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt21COO
IRS990/Form990PartVIISectionAGrp/TitleTxt22CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt23FOUNDATION, EVP
IRS990/Form990PartVIISectionAGrp/TitleTxt24SVP, MKTG & COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt25SVP, LEADERSHIP & MGMT RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt26SVP, MEETINGS
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP, MKTG & COMMUNICATIONS
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IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO SECURE THE FUTURE OF THE COMMERCIAL INSURANCE BROKERAGE BUSINESS BY ATTRACTING AND DEVELOPING TOMORROW'S TALENT AND SUPPORTING FORWARD-THINKING RESEARCH.
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IRS990/OtherExpensesGrp/Desc2PROGRAMS/GRANTS/RESEARC
IRS990/OtherExpensesGrp/Desc3TAXES, LICENSES, & FEES
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00

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