Civic Intelligence

Professional Liability Agents Network Inc

990 • Fiscal year 2014 • EIN 06-1239073

Apr 01, 2013 to Mar 31, 2014 • Filed on Sep 29, 2014

Organization ProfileWWW.PLAN.ORG
PO Box 1632Springfield, IL 93940

(831) 372-3706

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

5th percentile

-24%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

65th percentile

$94,300

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 26.4% of source-year revenue.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

4th percentile

-33%

Faster asset growth than 4% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-1.8%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$686,525

Down $335,355 (-33%) from 2013

Net Assets

Down

$686,525

Down $85,355 (-11%) from 2013

Liabilities

Down

$0

Down $250,000 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin5th percentile

Revenue

Down

$356,623

Down $6,437 (-1.8%) from 2013

Expenses

Up

$441,978

Up $9,402 (+2.2%) from 2013

Net Income

Down

-$85,355

Down $15,839 (-23%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,023,538Net Assets 2010: $1,023,5382010Assets 2011: $842,954Liabilities 2011: $0Net Assets 2011: $842,9542011Assets 2012: $846,403Liabilities 2012: $5,007Net Assets 2012: $841,3962012Assets 2013: $1,021,880Liabilities 2013: $250,000Net Assets 2013: $771,8802013Assets 2014: $686,525Liabilities 2014: $0Net Assets 2014: $686,5252014Assets 2015: $767,327Liabilities 2015: $4,980Net Assets 2015: $762,3472015Assets 2016: $1,117,924Liabilities 2016: $295,893Net Assets 2016: $822,0312016Assets 2017: $841,897Liabilities 2017: $77,250Net Assets 2017: $764,6472017Assets 2018: $910,928Liabilities 2018: $83,608Net Assets 2018: $827,3202018Assets 2019: $1,237,032Liabilities 2019: $336,959Net Assets 2019: $900,0732019Assets 2020: $1,039,866Liabilities 2020: $93,083Net Assets 2020: $946,7832020Assets 2021: $1,189,952Liabilities 2021: $82,556Net Assets 2021: $1,107,3962021Assets 2022: $1,239,639Liabilities 2022: $81,473Net Assets 2022: $1,158,1662022Assets 2023: $1,243,476Liabilities 2023: $86,132Net Assets 2023: $1,157,3442023Assets 2024: $1,300,133Liabilities 2024: $83,827Net Assets 2024: $1,216,3062024Assets 2025: $1,342,849Liabilities 2025: $111,459Net Assets 2025: $1,231,3902025

Highlighted filing

2014

Assets$686,525
Liabilities$0
Net Assets$686,525
Open 2014 Filing

Operations Trend

Revenue Growth31st percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $387,434Expenses 2010: $381,322Net Income 2010: $6,1122010Expenses 2011: $397,7952011Expenses 2012: $364,7142012Revenue 2013: $363,060Expenses 2013: $432,576Net Income 2013: -$69,5162013Revenue 2014: $356,623Expenses 2014: $441,978Net Income 2014: -$85,3552014Revenue 2015: $406,815Expenses 2015: $330,993Net Income 2015: $75,8222015Revenue 2016: $404,905Expenses 2016: $345,221Net Income 2016: $59,6842016Revenue 2017: $350,131Expenses 2017: $414,946Net Income 2017: -$64,8152017Revenue 2018: $427,960Expenses 2018: $365,287Net Income 2018: $62,6732018Revenue 2019: $467,361Expenses 2019: $394,608Net Income 2019: $72,7532019Revenue 2020: $450,148Expenses 2020: $403,438Net Income 2020: $46,7102020Revenue 2021: $378,118Expenses 2021: $217,505Net Income 2021: $160,6132021Revenue 2022: $417,951Expenses 2022: $322,651Net Income 2022: $95,3002022Revenue 2023: $251,172Expenses 2023: $251,994Net Income 2023: -$8222023Revenue 2024: $278,369Expenses 2024: $219,407Net Income 2024: $58,9622024Revenue 2025: $298,324Expenses 2025: $299,857Net Income 2025: -$1,5332025

Highlighted filing

2014

Revenue$356,623
Expenses$441,978
Net Income-$85,355
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Sep 29, 2014
Return Version
2013v3.0
Gross Receipts
$356,642
Mission and Program Overview

Mission

The organization provides a forum for the exchange of information for aiding and improving the business of providing liability insurance for architects, engineers, and accountants.

The organization's mission is to enhance the ability of its members in providing quality insurance and risk management services to their clients. The organization promotes the professionalism and competence of all members by offering education, resources and an information exchange network.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$986,610$664,535▼ $322,075
Prepaid Expenses and Deferred Charges$23,015$10,651▼ $12,364
Inventories for Sale or Use$10,239$10,220▼ $19
Land, Buildings, and Equipment, Net$2,016$1,119▼ $897
Total Assets$1,021,880$686,525▼ $335,355
Liabilities
Deferred Revenue$250,000$0▼ $250,000
Total Liabilities$250,000$0▼ $250,000
Net Assets / Fund Balance
Unrestricted Net Assets$771,880$686,525▼ $85,355
Total Net Assets Fund Balance$771,880$686,525▼ $85,355
Total Liabilities and Net Assets / Fund Balance$1,021,880$686,525▼ $335,355

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,119$16,795$17,914
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Thomas M OwensExecutive DirectorPT$94,300$94,300

Board Members and Trustees

NameTitle
Joseph Anderson BryantImmediate Past President
Jeffrey M HirstPresident
Darren PetersVice President
Arthur Darryl EbersbergerDirector
Daniel M De La RosaDirector
George Daniel BradshawDirector
Jeffrey W CavignacDirector
Mary LodwickDirector
Paula a DixonDirector
Michael CosgroveSecretary
Kenneth G EstesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$354,500
Investment Income
$1,932
Other Revenue
$191
Change in Net Assets
$-85,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$364,770
Salaries, Compensation, and Employee Benefits$77,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$185,024
Current Officers, Directors, Trustees, and Key Employees---$77,208
Fees for Services Other---$31,500
Advertising---$22,487
Insurance---$11,991
Information Technology---$10,248
Office Expenses---$4,762
Other Expenses---$4,527
Fees for Services Accounting---$3,500
All Other Expenses---$3,050
Occupancy---$2,640
Travel---$2,253
Depreciation Depletion---$897
Total Functional Expenses$0$0$0$441,978
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 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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The board of directors will periodically review the management fee paid to the executive director and determine by vote whether the fee is to be adjusted. The executive director is not a voting member of the board and is not present during this review.”

Form 990, Part VI, Section A, Line 6

“The organization is comprised of member agencies throughout the united states and canada.”

Form 990, Part VI, Section A, Line 7A

“The governing body (i.e. Board of directors) includes a slate of officers which are approved annually by a majority vote by the members.”

Form 990, Part VI, Section A, Line 7B

“The governing body periodically votes on items which also require a majority vote by the entire membership for approval.”

Form 990, Part VI, Section B, Line 11

“The annual form 990 for the organization is reviewed by its executive director prior to filing.”

Form 990, Part VI, Section B, Line 15

“The board of directors will periodically review the management fee paid to the executive director and determine by vote whether the fee is to be adjusted. The executive director is not a voting member of the board and is not present during this review.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
06-1239073
Phone
8313723706

Signing Officer

Name
Thomas Owens
Title
Authorized Agent
Phone
8313723706
Signed
2014-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Owens
Formed
1988
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Preparer
Paul Ballasy
Phone
8606333000
Raw XML Appendix357 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01119
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016795
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017914
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01119
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS WILL PERIODICALLY REVIEW THE MANAGEMENT FEE PAID TO THE EXECUTIVE DIRECTOR AND DETERMINE BY VOTE WHETHER THE FEE IS TO BE ADJUSTED. THE EXECUTIVE DIRECTOR IS NOT A VOTING MEMBER OF THE BOARD AND IS NOT PRESENT DURING THIS REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS COMPRISED OF MEMBER AGENCIES THROUGHOUT THE UNITED STATES AND CANADA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY (I.E. BOARD OF DIRECTORS) INCLUDES A SLATE OF OFFICERS WHICH ARE APPROVED ANNUALLY BY A MAJORITY VOTE BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY PERIODICALLY VOTES ON ITEMS WHICH ALSO REQUIRE A MAJORITY VOTE BY THE ENTIRE MEMBERSHIP FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ANNUAL FORM 990 FOR THE ORGANIZATION IS REVIEWED BY ITS EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS WILL PERIODICALLY REVIEW THE MANAGEMENT FEE PAID TO THE EXECUTIVE DIRECTOR AND DETERMINE BY VOTE WHETHER THE FEE IS TO BE ADJUSTED. THE EXECUTIVE DIRECTOR IS NOT A VOTING MEMBER OF THE BOARD AND IS NOT PRESENT DURING THIS REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01021880
IRS990/TotalAssetsEOYAmt0686525
IRS990/TotalAssetsGrp/BOYAmt01021880
IRS990/TotalAssetsGrp/EOYAmt0686525
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0441978
IRS990/TotalGrossUBIAmt0250000
IRS990/TotalLiabilitiesBOYAmt0250000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0250000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0771880
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0686525
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0354500
IRS990/TotalReportableCompFromOrgAmt094300
IRS990/TotalRevenueGrp/ExclusionAmt01932
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0104691
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0356623
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0250000
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01021880
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0686525
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02253
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0771880
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0686525
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 1632
IRS990/USAddress/City0MONTEREY
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode093940
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.PLAN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS OWENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08313723706
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10PROFESSIONAL LIABILITY AGENTS NETWORK INC
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0061239073
ReturnHeader/Filer/PhoneNum08313723706
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1632
ReturnHeader/Filer/USAddress/City0MONTEREY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10180 GLASTONBURY BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006033
ReturnHeader/PreparerPersonGrp/PhoneNum08606333000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL BALLASY
ReturnHeader/ReturnTs02014-10-22T10:38:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$686,525
Liabilities
$0
Net assets
$686,525
Revenue
$356,623
Expenses
$441,978
Net income
-$85,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.11$1.23$0.30$0.30$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.08$1.22$0.28$0.22$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.09$1.16$0.25$0.25$0.00
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.24$0.08$1.16$0.42$0.32$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.08$1.11$0.38$0.22$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.09$0.95$0.45$0.40$0.05
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.24$0.34$0.90$0.47$0.39$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.08$0.83$0.43$0.37$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.08$0.76$0.35$0.41$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.30$0.82$0.40$0.35$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.76$0.41$0.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.36$0.44$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.25$0.77$0.36$0.43$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.01$0.84$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$1.02$0.39$0.38$0.01