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ARIZONA CPCU SOCIETY CHAPTER

Phoenix, AZ · EIN 237067283 · Form 990EZ · FY2021 · Micro (<$100K) · arizona.cpcusocietychapter.org
revenue
$35K
expenses
$30K
net assets
$153K
employees
—
mission · from form 990

In addition to the purposes set forth in the Chapter's articles of incorporation, the Chapter is organized for the purpose of (i) advancing and promoting the interests of The Society of Chartered Property and Casualty Underwriters, a Pennsylvania nonprofit corporation (the "Society") within the geographic area covered by the Chapter or specific interests within the Society as defined by the Society ("Territory"); and (ii) meeting the career needs of a diverse membership of insurance professionals so that they may serve others in a competent and ethical manner, and other appropriate professional and trade association purposes.

profile · synthesized from sources

The Arizona CPCU Society Chapter is a professional association for insurance professionals dedicated to expanding knowledge, empowering others, and driving engagement within the industry. It upholds high professional and ethical standards, offers educational resources, networking opportunities, and supports the community through volunteer efforts in the Phoenix metropolitan area.

named programs · 10 · from sources

what they call their work

Candidate Development Committee
Recruits and mentors new CPCU candidates, maintains contact, encourages Society membership, and develops candidate recognition programs.
Diversity Luncheon
A luncheon event focusing on topics such as diversity, inclusion, and mental health awareness within the insurance industry, offering insights on how these factors drive performance.
Education Committee
Provides guidance to students, plans and conducts CPCU and IIA courses in the Phoenix metro area, arranges meeting spaces, recruits instructors, and promotes courses.
Good Works Committee
Identifies specific charities for the Chapter to support through physical service, such as working at Habitat for Humanity or serving at St. Vincent de Paul dining rooms.
I-Day Committee
Organizes the annual I-Day event, including budgeting, theme creation, facility and speaker reservation, registration collection, and soliciting sponsors and vendors.
Membership Committee
Maintains the chapter roster and database, emphasizes the value of Society membership, manages name badges, and mans the entrance desk at luncheons.
Regulation and Legislation Committee
Monitors regulatory changes impacting the insurance industry, reports to the Board, prepares articles for the Chaptergram, and serves as a liaison between the IIAB and the chapter.
Scholarship Committee
Delivers professional education programs, assists with I-Day seminars, leverages national CPCU Society programs, and evaluates candidates for scholarships or financial assistance.
Visibility Task Force
Develops programs to enhance and promote recognition of the CPCU Society, its members, and the designation, and publicizes chapter meetings, programs, and events in local media.
Volunteer Opportunity – Feed My Starving Children
An event where members volunteer to pack meals for Feed My Starving Children in Tempe, providing an opportunity to give back to the community.
activities · 12 clusters

what they do

  • Employee and Dependent Scholarship Programs 4 activities
    • Administer scholarships and financial assistance
      Evaluates candidates and awards scholarships to University of North Texas (UNT) students or arranges financial assistance for members pursuing professional development.
    • Administer scholarships and financial assistance
      Evaluates candidates and awards scholarships to University of North Texas (UNT) students or arranges financial support for members pursuing professional development in the insurance field.
    • Scholarship and Financial Assistance
      The chapter evaluates candidates and awards scholarships for UNT students or arranges financial assistance for its members.
    • Scholarship and Financial Assistance
      The chapter evaluates candidates and awards scholarships for UNT students or arranges financial assistance for its members.
  • Holiday Gift and Family Support Programs 4 activities
    • Community Service and Charitable Activities
      The chapter organizes and participates in "Good Works" activities, including volunteer events like packing meals at Feed My Starving Children, collecting Toys for Tots donations, and supporting specific charities through physical service such as working at Habitat for Humanity sites or serving at St. Vincent de Paul dining rooms.
    • Community Service and Volunteer Activities
      The chapter organizes and participates in "Good Works" activities, including collecting donations for Toys for Tots, packing meals at Feed My Starving Children, and supporting specific charities through physical service like working at Habitat for Humanity or St. Vincent de Paul.
    • Coordinate volunteer and community service events
      Plans and conducts physical service activities for members, including meal packing at Feed My Starving Children, supporting Toys for Tots, and volunteering at Habitat for Humanity and St. Vincent de Paul dining rooms.
    • Coordinate volunteer and community service events
      Plans and conducts physical service activities for members, including meal packing at Feed My Starving Children, supporting Habitat for Humanity, serving at St. Vincent de Paul dining rooms, and organizing toy donations through Toys for Tots during holiday events.
  • Legislative Monitoring & Reporting 4 activities
    • Insurance Legislation and Regulation Monitoring
      The chapter monitors and reviews insurance-related legislation and regulation for industry impact, prepares articles, and provides current information to Board members.
    • Insurance Legislation and Regulation Monitoring
      The chapter monitors and reviews insurance-related legislation and regulation for industry impact, prepares articles, and provides current information to Board members.
    • Monitor and communicate on insurance legislation and regulation
      Tracks and analyzes insurance-related legislative and regulatory developments, prepares impact assessments, and disseminates updates through Chaptergram articles and briefings to board members.
    • Monitor and communicate on insurance legislation and regulation
      Tracks and analyzes insurance-related legislation and regulatory changes, prepares impact articles for internal distribution via the Chaptergram, and informs board members of relevant developments.
  • Member-Focused Job Board & Career Matching 3 activities
    • Career Resources
      The chapter provides members with access to a specialized jobs database.
    • Career Resources
      The chapter provides members with access to a specialized jobs database to support their career development.
    • Provide career support through job database access
      Grants members access to a specialized job database to support career advancement in the insurance and risk management sectors.
  • Member-Focused Social Events 3 activities
    • Member Networking and Social Events
      The chapter organizes social events for members, such as attending an Arizona Rattlers game, to foster networking and community among insurance and risk professionals.
    • Member Networking and Social Events
      The chapter organizes social events for members, such as attending an Arizona Rattlers game, to foster networking and community among insurance and risk professionals.
    • Organize member social and networking events
      Hosts social gatherings such as the Arizona Rattlers game to foster community and networking among members.
  • Event and Meeting Planning Support 2 activities
    • Deliver CPCU and IIA educational courses
      Plans and conducts CPCU and IIA courses across the Phoenix metro area, including arranging meeting spaces, recruiting instructors, supporting students, and promoting course offerings.
    • Deliver CPCU and IIA exam preparation courses
      Plans and conducts CPCU and IIA courses in the Phoenix metro area, including securing meeting spaces, recruiting instructors, supporting students, and promoting course offerings.
  • Professional Association Conferences & Events 2 activities
    • Host professional development luncheons and panel sessions
      Organizes regular luncheons and panel discussions focused on ethics, diversity, inclusion, and professional performance in the insurance industry, featuring expert speakers and networking opportunities for insurance and risk professionals.
    • Host professional development luncheons and panels
      Organizes regular luncheons and panel discussions focused on ethics, diversity, inclusion, and industry-specific topics such as insurance law and risk management, featuring expert speakers and providing networking opportunities for insurance and risk professionals.
  • Professional Development & Certification Programs 1 activity
    • Deliver professional education programs for members
      Conducts chapter meetings and seminars focused on technical knowledge, leadership, and career management to support member development.
  • Regulatory & Compliance Education Services 1 activity
    • Distribute professional publications and industry insights
      Provides members with free subscriptions to CPCU Society publications that cover emerging trends and issues in the insurance and risk management fields.
  • Member Networking & Communication Services 1 activity
    • Facilitate member career development and networking
      Provides members with access to a specialized job database and hosts networking events, including social gatherings such as attending Arizona Rattlers games, to support professional connections and career advancement.
  • Professional Certification & Education Discounts 1 activity
    • Offer discounts on professional study materials and continuing education
      Provides members with a 25% discount on The Institutes' study materials and a 35% discount on unlimited online continuing education (CE) courses through CEU.com.
  • Uncategorized 4 activities
    • Professional Development and Education Programs
      The chapter delivers professional education programs, including chapter meetings and seminars, focusing on technical, leadership, and career management for members, and provides access to webinars, online courses, and publications covering insurance and risk management topics.
    • Professional Development and Education Programs
      The chapter delivers professional education programs, including chapter meetings and seminars, focusing on technical, leadership, and career management for members. This includes hosting luncheons with industry speakers, panel discussions, and providing access to webinars and online courses.
    • Provide access to insurance education and training resources
      Offers members free access to over 100 on-demand technical webinars, 14 annual interest-group webinars, quarterly webinars, and unlimited free access to The Institutes' ten online CPCU® courses covering more than 1,000 topics for ongoing professional reference and development.
    • Provide access to insurance education and training resources
      Offers members free access to over 100 on-demand technical webinars, 14 annual interest-group webinars, quarterly webinars, and unlimited free access to The Institutes' ten online CPCU® courses covering more than 1,000 topics, along with discounts on study materials and continuing education.
financials · form 990EZ · fy2021

the money

revenue
Total revenue$35K
Contributions & grants$8072%
Program service revenue$4751%
Investment income$90%
Other revenue$0
expenses
Total expenses$30K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$10K
balance sheet
Total assets$153K
Cash—
Investments—
Liabilities—
Net assets$153K
1 years on record · 2021–2021
relationships · 11

who they work with

  • Arizona Rattlers Partner — Organized a social event for members to attend a game.
  • CEU.com Partner — Offers a 35% discount on unlimited online continuing education to CPCU Society members.
  • CPCU Society Network — Encourages CPCU Society membership and works with the national CPCU Society to leverage pre-existing programs.
  • Feed My Starving Children Partner — Partnered for a volunteer event to pack meals.
  • Habitat for Humanity Partner — Chapter members work at Habitat for Humanity sites.
  • IIAB Partner — Serves as a liaison between the IIAB and the chapter.
  • St. Vincent de Paul Partner — Chapter members participate in serving at St. Vincent de Paul dining rooms.
  • The Institutes Partner — Provides exclusive benefits to CPCU Society members, including access to online courses and discounts on study materials.
  • Toys for Tots Partner — Collected donations for Toys for Tots at a Holiday Luncheon.
  • UNT Partner — Awards scholarships for UNT students.
  • YRP- Young Risk Professionals of Phoenix Partner — Partnered for a Panel & Networking Session.