Civic Intelligence

Professional Liability Agents Network Inc

990 • Fiscal year 2021 • EIN 06-1239073

Apr 01, 2020 to Mar 31, 2021 • Filed on Jan 09, 2022

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

36th percentile

0.07x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.22x

Higher debt load relative to revenue than 53% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

92nd percentile

42%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

57th percentile

14%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-16%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,189,952

Up $150,086 (+14%) from 2020

Net Assets

Up

$1,107,396

Up $160,613 (+17%) from 2020

Liabilities

Down

$82,556

Down $10,527 (-11%) from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin92nd percentile

Revenue

Down

$378,118

Down $72,030 (-16%) from 2020

Expenses

Down

$217,505

Down $185,933 (-46%) from 2020

Net Income

Up

$160,613

Up $113,903 (+244%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2021

Assets$1,189,952
Liabilities$82,556
Net Assets$1,107,396
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$378,118
Expenses$217,505
Net Income$160,613
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jan 9, 2022
Return Version
2020v4.0
Gross Receipts
$378,118
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$704,953$705,321▲ $368
Cash and Non-Interest-Bearing Accounts$280,107$425,801▲ $145,694
Prepaid Expenses and Deferred Charges$44,611$48,635▲ $4,024
Inventories for Sale or Use$10,195$10,195→ $0
Total Assets$1,039,866$1,189,952▲ $150,086
Liabilities
Deferred Revenue$85,500$80,750▼ $4,750
Accounts Payable and Accrued Expenses$7,583$1,806▼ $5,777
Total Liabilities$93,083$82,556▼ $10,527
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$946,783$1,107,396▲ $160,613
Total Net Assets Fund Balance$946,783$1,107,396▲ $160,613
Total Liabilities and Net Assets / Fund Balance$1,039,866$1,189,952▲ $150,086
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Scott SmithPresident
Jeff CavignacDirector
Kelly PotterDirector
Mike CosgroveDirector
Mike OlsonDirector
Nick MalettaDirector
Paula DixonDirector
Ryan SchultzDirector
Kathy BlanchardEmeritus
Paula M SelvaggioEmeritus
Kim RobinsonExecutive Di
Christopher PoolePast Preside
Michele BondurantSecretary
Ken EstesTreasurer
Rob McleodVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$118,250
Program Service Revenue
$259,500
Investment Income
$368
Other Revenue
$0
Change in Net Assets
$160,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,505
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
Fees for Services Management---$109,248
Office Expenses---$23,389
Insurance---$22,800
Conferences and Meetings---$18,293
Advertising---$13,390
Fees for Services Accounting---$1,600
Other Expenses---$1,055
All Other Expenses---$754
Total Functional Expenses$0$0$0$217,505
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
No
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 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
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
2022-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Robinson
Formed
1988
Legal Domicile
Ct
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Estes Bridgewater & Ogden
Address
901 S SECOND ST, SPRINGFIELD, IL 62704
Preparer
Lori K Milosevich
Phone
2175288473
Raw XML Appendix361 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/PYInvestmentIncomeAmt0353
IRS990/PYOtherExpensesAmt0403438
IRS990/PYProgramServiceRevenueAmt0331670
IRS990/PYRevenuesLessExpensesAmt046710
IRS990/PYTotalExpensesAmt0403438
IRS990/PYTotalRevenueAmt0450148
IRS990/ReconcilationRevenueExpnssAmt0160613
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IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
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/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
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01039866
IRS990/TotalAssetsEOYAmt01189952
IRS990/TotalAssetsGrp/BOYAmt01039866
IRS990/TotalAssetsGrp/EOYAmt01189952
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0118250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0217505
IRS990/TotalGrossUBIAmt0250000
IRS990/TotalLiabilitiesBOYAmt093083
IRS990/TotalLiabilitiesEOYAmt082556
IRS990/TotalLiabilitiesGrp/BOYAmt093083
IRS990/TotalLiabilitiesGrp/EOYAmt082556
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0946783
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IRS990/TotalProgramServiceRevenueAmt0259500
IRS990/TotalRevenueGrp/ExclusionAmt0368
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0378118
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0250000
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01189952
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 EAST WASHINGTON STREET
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062701
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.PLAN.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02177534660
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-09
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/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/PreparationDt02022-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02022-01-26T08:35:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBINSON
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,189,952
Liabilities
$82,556
Net assets
$1,107,396
Revenue
$378,118
Expenses
$217,505
Net income
$160,613
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
2021Detailed filing. Detailed filing data is available for this year.$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