Civic Intelligence

Professional Liability Agents Network Inc

990 • Fiscal year 2024 • EIN 06-1239073

Apr 01, 2023 to Mar 31, 2024 • Filed on Nov 05, 2024

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

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.30x

Higher debt load relative to revenue than 66% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$0

Higher top officer pay than 29% of similar nonprofits.

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

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

4.6%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,300,133

Up $56,657 (+4.6%) from 2023

Net Assets

Up

$1,216,306

Up $58,962 (+5.1%) from 2023

Liabilities

Down

$83,827

Down $2,305 (-2.7%) from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin85th percentile

Revenue

Up

$278,369

Up $27,197 (+11%) from 2023

Expenses

Down

$219,407

Down $32,587 (-13%) from 2023

Net Income

Up

$58,962

Up $59,784 (+7273%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$1,300,133
Liabilities$83,827
Net Assets$1,216,306
Open 2024 Filing

Operations Trend

Revenue Growth62nd 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

2024

Revenue$278,369
Expenses$219,407
Net Income$58,962
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Nov 5, 2024
Return Version
2023v5.0
Gross Receipts
$278,369
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$524,962$1,087,387▲ $562,425
Savings and Temporary Cash Investments$708,319$200,000▼ $508,319
Inventories for Sale or Use$10,195$10,195→ $0
Prepaid Expenses and Deferred Charges-$2,551-
Total Assets$1,243,476$1,300,133▲ $56,657
Liabilities
Deferred Revenue$67,250$77,625▲ $10,375
Accounts Payable and Accrued Expenses$18,882$6,202▼ $12,680
Total Liabilities$86,132$83,827▼ $2,305
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,157,344$1,216,306▲ $58,962
Total Net Assets Fund Balance$1,157,344$1,216,306▲ $58,962
Total Liabilities and Net Assets / Fund Balance$1,243,476$1,300,133▲ $56,657
Compensation and Service Providers
Top Officer Pay29th percentile

Board Members and Trustees

NameTitle
Nick MalettaPresident
Landon FisherDirector
Madie BenavidezDirector
Magdalena CammidgeDirector
Mike CosgroveDirector
Mike OlsonDirector
Kathy BlanchardEmeritus
Ken EstesPast Preside
Kelly PotterTreas/sec
Rob McleodVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$271,375
Investment Income
$6,994
Other Revenue
$0
Change in Net Assets
$58,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,407
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---$112,525
Conferences and Meetings---$60,494
Insurance---$17,037
Advertising---$13,759
Fees for Services Legal---$5,488
Information Technology---$5,252
Fees for Services Accounting---$850
Office Expenses---$652
Other Expenses---$112
Total Functional Expenses$0$0$0$219,407
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 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
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Maletta
Formed
1988
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Estes Bridgewater & Ogden
Address
901 S 2ND ST STE 300, SPRINGFIELD, IL 62704
Preparer
Lori K Milosevich
Phone
2175288473
Raw XML Appendix315 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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01243476
IRS990/TotalAssetsEOYAmt01300133
IRS990/TotalAssetsGrp/BOYAmt01243476
IRS990/TotalAssetsGrp/EOYAmt01300133
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0219407
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt086132
IRS990/TotalLiabilitiesEOYAmt083827
IRS990/TotalLiabilitiesGrp/BOYAmt086132
IRS990/TotalLiabilitiesGrp/EOYAmt083827
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01157344
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01216306
IRS990/TotalProgramServiceRevenueAmt0271375
IRS990/TotalRevenueGrp/ExclusionAmt0160744
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0117625
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0278369
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01243476
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01300133
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0448 S 44O EAST
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084111
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.PLAN.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02177534660
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370265152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ESTES BRIDGEWATER & OGDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 S 2ND ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062704
ReturnHeader/PreparerPersonGrp/PhoneNum02175288473
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI K MILOSEVICH
ReturnHeader/ReturnTs02024-11-05T08:31:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,300,133
Liabilities
$83,827
Net assets
$1,216,306
Revenue
$278,369
Expenses
$219,407
Net income
$58,962
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)6 • $1M-$5M nonprofits