Civic Intelligence

Professional Liability Agents Network Inc

990 • Fiscal year 2017 • EIN 06-1239073

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 10, 2017

Organization ProfileWWW.PLAN.ORG
100 East Washington StreetSpringfield, IL 62701

(217) 753-4660

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.09x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.22x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

7th percentile

-19%

Higher net margin than 7% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

6th percentile

-25%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-14%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$841,897

Down $276,027 (-25%) from 2016

Net Assets

Down

$764,647

Down $57,384 (-7.0%) from 2016

Liabilities

Down

$77,250

Down $218,643 (-74%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin7th percentile

Revenue

Down

$350,131

Down $54,774 (-14%) from 2016

Expenses

Up

$414,946

Up $69,725 (+20%) from 2016

Net Income

Down

-$64,815

Down $124,499 (-209%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2017

Assets$841,897
Liabilities$77,250
Net Assets$764,647
Open 2017 Filing

Operations Trend

Revenue Growth11th 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

2017

Revenue$350,131
Expenses$414,946
Net Income-$64,815
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$350,131
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
Savings and Temporary Cash Investments$701,367$703,552▲ $2,185
Cash and Non-Interest-Bearing Accounts$403,223$98,867▼ $304,356
Prepaid Expenses and Deferred Charges$3,139$29,283▲ $26,144
Inventories for Sale or Use$10,195$10,195→ $0
Total Assets$1,117,924$841,897▼ $276,027
Liabilities
Deferred Revenue$253,000$77,250▼ $175,750
Accounts Payable and Accrued Expenses$42,893--
Total Liabilities$295,893$77,250▼ $218,643
Net Assets / Fund Balance
Unrestricted Net Assets$822,031$764,647▼ $57,384
Total Net Assets Fund Balance$822,031$764,647▼ $57,384
Total Liabilities and Net Assets / Fund Balance$1,117,924$841,897▼ $276,027

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$17,914$17,914
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Thomas OwensExecutive DiPT$54,000$54,000

Board Members and Trustees

NameTitle
Ken EstesPresident
Art EbersbergerDirector
Darren PetersDirector
Jeff CavignacDirector
Joe BryantDirector
Paula DixonDirector
Mike CosgroveImmed Past P
Kathy BlanchardSecretary
Jeff HirstTreasurer
Morgan WestTreasurer
Mary LodwickVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$34,750
Program Service Revenue
$313,305
Investment Income
$2,076
Other Revenue
$0
Change in Net Assets
$-64,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$414,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$160,589
Fees for Services Management---$104,417
Advertising---$22,229
Insurance---$17,094
Office Expenses---$11,862
Fees for Services Accounting---$10,500
Information Technology---$10,101
Fees for Services Other---$7,750
Travel---$2,675
Other Expenses---$2,126
All Other Expenses---$649
Total Functional Expenses$0$0$0$414,946
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
Yes
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, Page 6, Part VI, 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, Page 6, Part VI, Line 6

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

Form 990, Page 6, Part VI, Line 7A

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

Form 990, Page 6, Part VI, Line 7B

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

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 15A

“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, Page 6, Part VI, 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

Filer Name
Professional Liability Agents
EIN
06-1239073
Phone
2177534660
Address
100 EAST WASHINGTON STREET, SPRINGFIELD, IL 62701

Signing Officer

Name
Kim Robinson
Title
Executive Director
Phone
2177534660
Signed
2017-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Robinson
Formed
1988
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Estes Bridgewater & Ogden
Address
901 S SECOND ST, SPRINGFIELD, IL 62704
Preparer
Lori K Milosevich
Phone
2175288473
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“PRIOR YEAR PAYABLE 7,431”

Raw XML Appendix349 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt042893
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/TotalAmt022229
IRS990/AllOtherExpensesGrp/TotalAmt0649
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0KIM ROBINSON
IRS990/BooksInCareOfDetail/PhoneNum02177534660
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 EAST WASHINGTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd062701
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0403223
IRS990/CashNonInterestBearingGrp/EOYAmt098867
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0160589
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034750
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02076
IRS990/CYOtherExpensesAmt0414946
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0313305
IRS990/CYRevenuesLessExpensesAmt0-64815
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0414946
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0350131
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0253000
IRS990/DeferredRevenueGrp/EOYAmt077250
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0THE ORGANIZATION PROVIDES A FORUM FOR THE EXCHANGE OF INFORMATION FOR AIDING AND IMPROVING THE BUSINESS OF PROVIDING LIABILITY INSURANCE FOR ARCHITECTS, ENGINEERS, AND ACCOUNTANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt010500
IRS990/FeesForServicesManagementGrp/TotalAmt0104417
IRS990/FeesForServicesOtherGrp/TotalAmt07750
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1132.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN ESTES
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY LODWICK
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHY BLANCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm3MORGAN WEST
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE COSGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF HIRST
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF CAVIGNAC
IRS990/Form990PartVIISectionAGrp/PersonNm7ART EBERSBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm8PAULA DIXON
IRS990/Form990PartVIISectionAGrp/PersonNm9JOE BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm10DARREN PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS OWENS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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/ReportableCompFromOrgAmt1154000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMED PAST P
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0350131
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt010101
IRS990/InsuranceGrp/TotalAmt017094
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010195
IRS990/InventoriesForSaleOrUseGrp/EOYAmt010195
IRS990/InvestmentIncomeGrp/ExclusionAmt02076
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02076
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017914
IRS990/LandBldgEquipCostOrOtherBssAmt017914
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt034750
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION PROVIDES A FORUM FOR THE EXCHANGE OF INFORMATION FOR AIDING AND IMPROVING THE BUSINESS OF PROVIDING LIABILITY INSURANCE FOR ARCHITECTS, ENGINEERS, AND ACCOUNTANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0822031
IRS990/NetAssetsOrFundBalancesEOYAmt0764647
IRS990/NetUnrelatedBusTxblIncmAmt0144631
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt011862
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt07431
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP PROGRAM
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MEMBER SERVICES
IRS990/OtherExpensesGrp/TotalAmt054371
IRS990/OtherExpensesGrp/TotalAmt17750
IRS990/OtherExpensesGrp/TotalAmt22833
IRS990/OtherExpensesGrp/TotalAmt32126
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03139
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029283
IRS990/PrincipalOfficerNm0KIM ROBINSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/Desc0MARKETING AGREEMENT
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt063305
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0250000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt163305
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0250000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0121000
IRS990/PYInvestmentIncomeAmt02905
IRS990/PYOtherExpensesAmt0260176
IRS990/PYProgramServiceRevenueAmt0281000
IRS990/PYRevenuesLessExpensesAmt059684
IRS990/PYSalariesCompEmpBnftPaidAmt085045
IRS990/PYTotalExpensesAmt0345221
IRS990/PYTotalRevenueAmt0404905
IRS990/ReconcilationRevenueExpnssAmt0-64815
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0701367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0703552
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017914
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017914
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 WHO ARE APPROVED ANNUALLY BY A MAJORITY VOTE OF 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/ExplanationTxt7PRIOR YEAR PAYABLE 7,431
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01117924
IRS990/TotalAssetsEOYAmt0841897
IRS990/TotalAssetsGrp/BOYAmt01117924
IRS990/TotalAssetsGrp/EOYAmt0841897
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034750
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0414946
IRS990/TotalGrossUBIAmt0250000
IRS990/TotalLiabilitiesBOYAmt0295893
IRS990/TotalLiabilitiesEOYAmt077250
IRS990/TotalLiabilitiesGrp/BOYAmt0295893
IRS990/TotalLiabilitiesGrp/EOYAmt077250
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0822031
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0764647
IRS990/TotalProgramServiceRevenueAmt0313305
IRS990/TotalReportableCompFromOrgAmt054000
IRS990/TotalRevenueGrp/ExclusionAmt02076
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063305
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0350131
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0250000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01117924
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0841897
IRS990/TravelGrp/TotalAmt02675
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0822031
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0764647
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 EAST WASHINGTON STREET
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062701
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.PLAN.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02177534660
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROFESSIONAL LIABILITY AGENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NETWORK INC
ReturnHeader/Filer/BusinessNameControlTxt0PROF
ReturnHeader/Filer/EIN0061239073
ReturnHeader/Filer/PhoneNum02177534660
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 EAST WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0170038F518292AF010C4B92CC4BE8CCC7A1BED09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06B371D96B8B72777A849B046052578365B1027D1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370265152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESTES BRIDGEWATER & OGDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 S SECOND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062704
ReturnHeader/PreparerPersonGrp/PhoneNum02175288473
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02017-08-15T10:35:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$841,897
Liabilities
$77,250
Net assets
$764,647
Revenue
$350,131
Expenses
$414,946
Net income
-$64,815
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
2017Detailed filing. Detailed filing data is available for this year.$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