Civic Intelligence

Pennsylvania Professional Liability Joint Underwriting Association

990 • Fiscal year 2017 • EIN 23-1984582

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 25, 2018

Organization ProfileWWW.PAJUA.COM

View Organization Page

1777 Sentry Parkway West Veva 14Blue Bell, PA 19422

(610) 828-8890

Siviq Scores

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

Liabilities / Assets

21st percentile

0.07x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

1.52x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

13th percentile

$247,181

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • $250M-$1B nonprofits • Source year 2017

Asset Growth

28th percentile

2.4%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

8.7%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$298,882,387

Up $6,907,073 (+2.4%) from 2016

Net Assets

Up

$277,189,347

Up $9,064,857 (+3.4%) from 2016

Liabilities

Down

$21,693,040

Down $2,157,784 (-9.0%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin95th percentile

Revenue

Up

$14,256,045

Up $1,137,888 (+8.7%) from 2016

Expenses

Up

$5,191,188

Up $48,153 (+0.9%) from 2016

Net Income

Up

$9,064,857

Up $1,089,735 (+14%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$400M$300M$200M$100M$0Assets 2010: $256,617,845Liabilities 2010: $59,106,124Net Assets 2010: $197,511,7212010Assets 2011: $267,167,191Liabilities 2011: $55,586,447Net Assets 2011: $211,580,7442011Assets 2012: $274,073,285Liabilities 2012: $53,243,622Net Assets 2012: $220,829,6632012Assets 2013: $278,982,802Liabilities 2013: $44,082,593Net Assets 2013: $234,900,2092013Assets 2014: $283,386,321Liabilities 2014: $35,614,287Net Assets 2014: $247,772,0342014Assets 2015: $285,188,753Liabilities 2015: $25,039,385Net Assets 2015: $260,149,3682015Assets 2016: $291,975,314Liabilities 2016: $23,850,824Net Assets 2016: $268,124,4902016Assets 2017: $298,882,387Liabilities 2017: $21,693,040Net Assets 2017: $277,189,3472017Assets 2018: $304,330,668Liabilities 2018: $19,872,102Net Assets 2018: $284,458,5662018Assets 2019: $315,684,803Liabilities 2019: $17,407,927Net Assets 2019: $298,276,8762019Assets 2020: $342,491,242Liabilities 2020: $27,220,022Net Assets 2020: $315,271,2202020Assets 2021: $353,920,542Liabilities 2021: $27,982,224Net Assets 2021: $325,938,3182021Assets 2022: $361,111,233Liabilities 2022: $28,998,505Net Assets 2022: $332,112,7282022Assets 2023: $371,082,260Liabilities 2023: $29,113,263Net Assets 2023: $341,968,9972023Assets 2024: $381,022,558Liabilities 2024: $33,137,938Net Assets 2024: $347,884,6202024

Highlighted filing

2017

Assets$298,882,387
Liabilities$21,693,040
Net Assets$277,189,347
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$30M$20M$10M$0-$10MExpenses 2010: -$5,058,4572010Expenses 2011: $6,034,5382011Expenses 2012: $9,897,0482012Revenue 2013: $17,753,120Expenses 2013: $3,682,574Net Income 2013: $14,070,5462013Revenue 2014: $15,284,416Expenses 2014: $2,412,591Net Income 2014: $12,871,8252014Revenue 2015: $14,420,683Expenses 2015: $2,043,349Net Income 2015: $12,377,3342015Revenue 2016: $13,118,157Expenses 2016: $5,143,035Net Income 2016: $7,975,1222016Revenue 2017: $14,256,045Expenses 2017: $5,191,188Net Income 2017: $9,064,8572017Revenue 2018: $12,326,731Expenses 2018: $5,057,512Net Income 2018: $7,269,2192018Revenue 2019: $14,995,059Expenses 2019: $1,176,749Net Income 2019: $13,818,3102019Revenue 2020: $20,986,515Expenses 2020: $3,992,171Net Income 2020: $16,994,3442020Revenue 2021: $27,707,766Expenses 2021: $17,040,668Net Income 2021: $10,667,0982021Revenue 2022: $18,081,244Expenses 2022: $11,906,834Net Income 2022: $6,174,4102022Revenue 2023: $18,390,707Expenses 2023: $8,534,438Net Income 2023: $9,856,2692023Revenue 2024: $20,476,592Expenses 2024: $14,560,969Net Income 2024: $5,915,6232024

Highlighted filing

2017

Revenue$14,256,045
Expenses$5,191,188
Net Income$9,064,857
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 25, 2018
Return Version
2017v2.3
Gross Receipts
$14,256,045
Mission and Program Overview

Mission

To offer medical professional liability insurance in accordance with section 732, subsection c, of the medical care availability and reduction of error act ("the act").

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$278,231,734$287,287,690▲ $9,055,956
Rtn Earn Endowment Incm Other Fnds$268,124,490$277,189,347▲ $9,064,857
Savings and Temporary Cash Investments$11,755,825$9,824,245▼ $1,931,580
Cash and Non-Interest-Bearing Accounts$1,816,969$1,596,026▼ $220,943
Accounts Receivable$170,786$160,617▼ $10,169
Total Assets$291,975,314$298,882,387▲ $6,907,073
Other Assets Total-$13,809-
Liabilities
Other Liabilities$21,481,595$19,230,259▼ $2,251,336
Accounts Payable and Accrued Expenses$2,369,229$2,462,781▲ $93,552
Total Liabilities$23,850,824$21,693,040▼ $2,157,784
Net Assets / Fund Balance
Total Net Assets Fund Balance$268,124,490$277,189,347▲ $9,064,857
Total Liabilities and Net Assets / Fund Balance$291,975,314$298,882,387▲ $6,907,073
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan M SershaPresidentFT$203,794$43,387$247,181

Board Members and Trustees

NameTitle
Adam Parsons EsqDirector
Cheryl TamasitisDirector
Craig G Kriza Dpm JdDirector
David GerthDirector
Jeffrey F BeckDirector
Jeffrey J DavisDirector
Martin CiccocioppoDirector
Martin Trichtinger MdDirector
Timothy L KnappDirector
Gary VesheccoSecretary
Chester J SzczepanskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,100,651
Investment Income
$11,155,394
Other Revenue
$0
Change in Net Assets
$9,064,857

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,256,045
Total Revenue per Audited Statements
$14,256,045
Total Revenue per Form 990
$14,256,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,180,753
Salaries, Compensation, and Employee Benefits$622,163
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,388,272--$2,388,272
Fees for Services Legal$218,411$414,664-$633,075
Fees for Services Other$500,289$106,180-$606,469
Other Salaries and Wages$143,710$348,057-$491,767
Fees for Service Investment Mgmnt Fees-$367,952-$367,952
Insurance$33,029$79,995-$113,024
Fees for Services Accounting$34,316$65,151-$99,467
Occupancy$20,336$49,252-$69,588
Other Employee Benefits$22,744$39,940-$62,684
Fees for Services Lobbying$50,000--$50,000
Pension Plan Contributions$13,105$22,964-$36,069
Payroll Taxes$10,778$20,865-$31,643
All Other Expenses$12,357$8,542-$20,899
Other Expenses$4,243$10,277-$14,520
Conferences and Meetings-$14,312-$14,312
Travel-$72-$72
Total Functional Expenses$3,451,590$1,739,598$0$5,191,188

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,191,188
Total Expenses per Audited Statements$5,191,188
Total Expenses per Form 990$5,191,188
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claim Reserves$19,230,259
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The association is comprised of all insurers authorized to write insurance pursuant to sections 202 (c)(4) and (11) of the act of may 17, 1921 (p.l. 682, no. 284)”

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

“YES.”

Form 990, Page 6, Part VI, Line 9

“Martin trichtinger, m.d. 500 old york road jenkintown, pa 19046 martin ciccocioppo 30 north 3rd street harrisburg, pa 17101 gary veshecco 100 erie insurance place erie, pa 16530 chester j. Szczepanski 1195 river road marietta, pa 17547-0302 jeffrey j. Davis one trinity drive east dillsburg, pa 17019-8522 craig g. Kriza, dpm, jd 1343 fieldpoint drive west chester, pa 19382 timothy l. Knapp 1200 atwater drive malvern, pa 19355 david gerth 125 pleasant run newtown, pa 18940 adam parsons esq p.o. Box 2361 harrisburg, pa 17105 jeffrey f. Beck selective insurance company branchville, nj 07890 cheryl tamasitis 1777 sentry parkway west blue bell, pa 19422”

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

“Statutory audit performed prior to filing. Board members have been notified that the form 990 is available for review on the company's secure website.”

Form 990, Page 6, Part VI, Line 12C

“Monitored on a regular basis.”

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

“Executive compensation discussed at annual meeting.”

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

“Key employee compensation discussed at annual meeting.”

Form 990, Page 6, Part VI, Line 19

“Documents available on guidestar.”

Filing and Contact Details

Filer

Filer Name
Pennsylvania Professional Liability
EIN
23-1984582
Phone
6108288890
Address
1777 SENTRY PARKWAY WEST VEVA 14, BLUE BELL, PA 19422

Signing Officer

Name
Susan M Sersha
Title
President
Phone
6108288890
Signed
2018-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan M Sersha
Formed
1976
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
4

Preparer

Firm
Blumenthal & Palmer Pc
Address
20 VALLEY STREAM PARKWAY SUITE 280, MALVERN, PA 19355-1457
Preparer
Susan E Palmer
Phone
6102939191
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“PROGRAM SERVICE EXPENSE.”

Form 990, Part IX, Line 11G

“Claims adjustment svs 500,289 0 0 commissions 0 106,180 0 total 500,289 106,180 0”

Raw XML AppendixShowing 400 of 403 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/NetAssetsOrFundBalancesEOYAmt0277189347
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt049252
IRS990/OccupancyGrp/ProgramServicesAmt020336
IRS990/OccupancyGrp/TotalAmt069588
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt039940
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt062684
IRS990/OtherExpensesGrp/Desc0ACTUARIES
IRS990/OtherExpensesGrp/Desc1PREMIUM TAX
IRS990/OtherExpensesGrp/Desc2BOARDS, BUREAUS & ASSOCIA
IRS990/OtherExpensesGrp/Desc3DATA PROCESSING
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt159191
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt224701
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt310277
IRS990/OtherExpensesGrp/ProgramServicesAmt04243
IRS990/OtherExpensesGrp/TotalAmt0107483
IRS990/OtherExpensesGrp/TotalAmt159191
IRS990/OtherExpensesGrp/TotalAmt224701
IRS990/OtherExpensesGrp/TotalAmt314520
IRS990/OtherLiabilitiesGrp/BOYAmt021481595
IRS990/OtherLiabilitiesGrp/EOYAmt019230259
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0348057
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0143710
IRS990/OtherSalariesAndWagesGrp/TotalAmt0491767
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020865
IRS990/PayrollTaxesGrp/ProgramServicesAmt010778
IRS990/PayrollTaxesGrp/TotalAmt031643
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt022964
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013105
IRS990/PensionPlanContributionsGrp/TotalAmt036069
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IRS990/ProgramServiceRevenueGrp/Desc1INSTALLMENT/SERVICE FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03091509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19142
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROGRAM SERVICE EXPENSE.
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IRS990/PYInvestmentIncomeAmt09818559
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IRS990/PYRevenuesLessExpensesAmt07975122
IRS990/PYSalariesCompEmpBnftPaidAmt0480112
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IRS990/PYTotalRevenueAmt013118157
IRS990/ReconcilationRevenueExpnssAmt09064857
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0268124490
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0277189347
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011755825
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09824245
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt05191188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019230259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIM RESERVES
IRS990ScheduleD/RevenueSubtotalAmt014256045
IRS990ScheduleD/TotalExpensesPerForm990Amt05191188
IRS990ScheduleD/TotalLiabilityAmt019230259
IRS990ScheduleD/TotalRevenuePerForm990Amt014256045
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014256045
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05191188
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount019952
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt023435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SUSAN M SERSHA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0247181
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM SERVICE EXPENSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS COMPRISED OF ALL INSURERS AUTHORIZED TO WRITE INSURANCE PURSUANT TO SECTIONS 202 (C)(4) AND (11) OF THE ACT OF MAY 17, 1921 (P.L. 682, NO. 284)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARTIN TRICHTINGER, M.D. 500 OLD YORK ROAD JENKINTOWN, PA 19046 MARTIN CICCOCIOPPO 30 NORTH 3RD STREET HARRISBURG, PA 17101 GARY VESHECCO 100 ERIE INSURANCE PLACE ERIE, PA 16530 CHESTER J. SZCZEPANSKI 1195 RIVER ROAD MARIETTA, PA 17547-0302 JEFFREY J. DAVIS ONE TRINITY DRIVE EAST DILLSBURG, PA 17019-8522 CRAIG G. KRIZA, DPM, JD 1343 FIELDPOINT DRIVE WEST CHESTER, PA 19382 TIMOTHY L. KNAPP 1200 ATWATER DRIVE MALVERN, PA 19355 DAVID GERTH 125 PLEASANT RUN NEWTOWN, PA 18940 ADAM PARSONS ESQ P.O. BOX 2361 HARRISBURG, PA 17105 JEFFREY F. BECK SELECTIVE INSURANCE COMPANY BRANCHVILLE, NJ 07890 CHERYL TAMASITIS 1777 SENTRY PARKWAY WEST BLUE BELL, PA 19422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STATUTORY AUDIT PERFORMED PRIOR TO FILING. BOARD MEMBERS HAVE BEEN NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR REVIEW ON THE COMPANY'S SECURE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MONITORED ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXECUTIVE COMPENSATION DISCUSSED AT ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7KEY EMPLOYEE COMPENSATION DISCUSSED AT ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DOCUMENTS AVAILABLE ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CLAIMS ADJUSTMENT SVS 500,289 0 0 COMMISSIONS 0 106,180 0 TOTAL 500,289 106,180 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0291975314
IRS990/TotalAssetsEOYAmt0298882387
IRS990/TotalAssetsGrp/BOYAmt0291975314
IRS990/TotalAssetsGrp/EOYAmt0298882387
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01739598
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03451590
IRS990/TotalFunctionalExpensesGrp/TotalAmt05191188
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023850824
IRS990/TotalLiabilitiesEOYAmt021693040
IRS990/TotalLiabilitiesGrp/BOYAmt023850824
IRS990/TotalLiabilitiesGrp/EOYAmt021693040
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0268124490
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277189347
IRS990/TotalOtherCompensationAmt023435
IRS990/TotalProgramServiceRevenueAmt03100651
IRS990/TotalReportableCompFromOrgAmt0223746
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014256045
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014256045
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0291975314
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0298882387
IRS990/TravelGrp/ManagementAndGeneralAmt072
IRS990/TravelGrp/TotalAmt072
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01777 PARKWAY WEST VEVA 14
IRS990/USAddress/CityNm0BLUE BELL
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019422
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.PAJUA.COM
IRS990/WhistleblowerPolicyInd0true
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN M SERSHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06108288890
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA PROFESSIONAL LIABILITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT UNDERWRITING ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PENN
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.227.143.183
ReturnHeader/FilingSecurityInformation/IPDt02018-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:54:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232789843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUMENTHAL & PALMER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 VALLEY STREAM PARKWAY SUITE 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MALVERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193551457
ReturnHeader/PreparerPersonGrp/PhoneNum06102939191
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN E PALMER
ReturnHeader/ReturnTs02018-08-22T12:54:34-04:00
ReturnHeader/ReturnTypeCd0990

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
$298,882,387
Liabilities
$21,693,040
Net assets
$277,189,347
Revenue
$14,256,045
Expenses
$5,191,188
Net income
$9,064,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$381$33.1$348$20.5$14.6$5.92
2023Detailed filing. Detailed filing data is available for this year.$371$29.1$342$18.4$8.53$9.86
2022Detailed filing. Detailed filing data is available for this year.$361$29.0$332$18.1$11.9$6.17
2021Detailed filing. Detailed filing data is available for this year.$354$28.0$326$27.7$17.0$10.7
2020Detailed filing. Detailed filing data is available for this year.$342$27.2$315$21.0$3.99$17.0
2019Detailed filing. Detailed filing data is available for this year.$316$17.4$298$15.0$1.18$13.8
2018Detailed filing. Detailed filing data is available for this year.$304$19.9$284$12.3$5.06$7.27
2017Detailed filing. Detailed filing data is available for this year.$299$21.7$277$14.3$5.19$9.06
2016Detailed filing. Detailed filing data is available for this year.$292$23.9$268$13.1$5.14$7.98
2015Detailed filing. Detailed filing data is available for this year.$285$25.0$260$14.4$2.04$12.4
2014Detailed filing. Detailed filing data is available for this year.$283$35.6$248$15.3$2.41$12.9
2013Detailed filing. Detailed filing data is available for this year.$279$44.1$235$17.8$3.68$14.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$274$53.2$221$9.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$267$55.6$212$6.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$257$59.1$198$5.06