SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION: Form 990EZ, tax year 2020
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- Organization
- SECURITIES & INSURANCE LICENSING ASSOCIATION FOUNDATION (EIN 45-3249908)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202111339349202231
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T15:38:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351489521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWALT CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5342 WEST VERMONT STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453249908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECURITIES & INSURANCE LICENSING | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SECU | BusinessNameControlTxt |
| Phone | 8662471284 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 PREBSTER DR | AddressLine1Txt |
| City | BROWNSBURG | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA CAPES | PersonNm |
| Person Title | VP, SILA RELATIONS | PersonTitleTxt |
| Phone | 8662471284 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANA | PersonFirstNm |
| Person Last | CAPES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN W KELLER CPA | PreparerPersonNm |
| PTIN | P01329619 | PTIN |
| Phone | 3172412999 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.SILAFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $73,385 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $56,163 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $16,854 | ProgramServiceRevenueAmt |
| Investment Income | $7 | InvestmentIncomeAmt |
| Other Revenue Total | $361 | OtherRevenueTotalAmt |
| Total Revenue | $73,385 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $12,500 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $31,808 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $4,338 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $898 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $127 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $7,330 | OtherExpensesTotalAmt |
| Total Expenses | $57,001 | TotalExpensesAmt |
| Excess Or Deficit For Year | $16,384 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $101,234 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $117,618 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,869 | BOYAmt |
| EOY | $120,423 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,500 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,369 | BOYAmt |
| EOY | $125,423 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,135 | BOYAmt |
| EOY | $7,805 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,234 | BOYAmt |
| EOY | $117,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE PURPOSE OF THE SILA FOUNDATION IS TO PROVIDE AN EDUCATIONAL FORUM FOR THE PUBLIC. EDUCATIONAL CONTENT WILL COVER FINANCIAL SERVICES, SPECIFICALLY SECURITIES AND/OR INSURANCE, AND ITS PURPOSE WILL BE TO DEVELOP AND/OR IMPROVE INDIVIDUALS' CAPABILITIES REGARDING FINANCIAL SERVICES. ACTIVITIES MAY INCLUDE EDUCATIONAL MATERIALS, COURSES, PUBLIC DISCUSSION GROUPS, FORUMS, PANELS, LECTURES, PERSONAL CAREER DEVELOPMENT, MENTORING, JOB TRAINING, JOB FAIRS, OR OTHER PROGRAMS AS DETERMINED BY THE SILA FOUNDATION BOARD OF TRUSTEES. THESE ACTIVITIES MAY BE PRESENTED IN PERSON OR VIA THE INTERNET. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| TO PROVIDE SCHOLARSHIPS FOR PERSONS ENROLLED IN POST-SECONDARY EDUCATION DEALING IN THE FINANCIAL SERVICES FIELD. | $12,500 | $12,500 |
| THE "FOOTPRINT" PROGRAM: SILA FOUNDATION WILL PROVIDE A GRANT TO AN ORGANIZATION LOCATED NEAR THE CITY WHERE SILA, INC.'S NATIONAL CONFERENCE IS BEING HELD. | $0 | $0 |
| THE SILA FOUNDATION CERTIFICATION EDUCATION PROGRAM OFFERS LINE SPECIFIC LEARNING TRACKS IN THE FIELD OF INSURANCE AND SECURITIES LICENSING ADMINISTRATION GIVING STUDENTS THE OPPORTUNITY TO FOCUS THEIR STUDIES DIRECTLY ON A CAREER RELATED CURRICULUM. THE VARIETY OF COURSES SELECTED FROM PARTICIPATING PROVIDERS FACILITATES INDIVIDUAL TRAINING TRACKS TO ACCOMMODATE THE STUDENT'S AREA OF SPECIALIZATION OF LICENSING ADMINISTRATION. | $0 | $118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,618 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DIANA CAPES | ||||
| VP, SILA RELATIONS | 1.00 | $0 | $0 | $0 |
| SHERRI COLEMAN | ||||
| IMMEDIATE PAST PRESIDENT | 1.00 | $0 | $0 | $0 |
| BOB BIRMAN | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| KINGSTON KOSER | ||||
| VP, DEVELOPMENT | 1.00 | $0 | $0 | $0 |
| MARY ELLEN HAMMACK | ||||
| EXECUTIVE DIRECTOR | 30.00 | $31,808 | $0 | $0 |
| SURAYA SOTO | ||||
| VP COMPLIANCE | 1.00 | $0 | $0 | $0 |
| CINDY DAVIDSON | ||||
| VP EDUCATION & SCHOLARSHIP | 1.00 | $0 | $0 | $0 |
| FRED KARLINSKY | ||||
| REGULATORY & ORGANIZATION | 1.00 | $0 | $0 | $0 |
| NIKKI BROWN | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| LESLI LEAKEY | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANN ROBINSON | ||||
| VP COMMUNICATIONS | 1.00 | $0 | $0 | $0 |
| SUSAN BOLES | ||||
| VP SCHOLARSHIPS & GRANTS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA CAPES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 PREBSTER DR | AddressLine1Txt |
| City | BROWNSBURG | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8662471284 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,163 | CurrentTaxYearAmt |
| Total | $296,403 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,163 | CurrentTaxYearAmt |
| Total | $296,403 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $178,467 | SubstantialContributorsTotAmt |
| Public Support Total170 | $117,936 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $501 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $361 | CurrentTaxYearAmt |
| Total | $440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $297,344 | TotalSupportAmt |
| Public Support CY170 | 0.39660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST EARNED. AMOUNT: 7. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: OTHER INCOME. AMOUNT: 361. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 12,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,500. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: MEETING REGISTRATION. AMOUNT: 577. DESCRIPTION: MEALS. AMOUNT: 1,543. DESCRIPTION: TRAVEL & LODGING. AMOUNT: 2,188. DESCRIPTION: TELEPHONE. AMOUNT: 220. DESCRIPTION: CREDIT CARD EXPENSE. AMOUNT: 484. DESCRIPTION: COMPUTER SERVICE EXPENSE. AMOUNT: 80. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,044. DESCRIPTION: MISCELLANEOUS. AMOUNT: 527. DESCRIPTION: EDUCATION PROGRAMS. AMOUNT: 118. DESCRIPTION: SOFTWARE/WEB. AMOUNT: 549. TOTAL TO FORM 990-EZ, LINE 16: 7,330. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 6,500. END OF YEAR AMOUNT: 5,000. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 125. END OF YEAR AMOUNT: 5,355. DESCRIPTION: GRANT PAYABLE. BEG. OF YEAR AMOUNT: 3,010. END OF YEAR AMOUNT: 2,450. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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. | DeclarationDesc |