Civic Intelligence

Professional Liability Defense Federation

990EZ • Fiscal year 2013 • EIN 27-0850021

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 08, 2013

901 Marquette Avenue South No 135055402
Siviq Scores

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

Liabilities / Assets

66th percentile

0.05x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

84th percentile

34%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$60,079

Up $15,112 (+34%) from 2012

Net Assets

Up

$57,368

Up $15,717 (+38%) from 2012

Liabilities

Down

$2,711

Down $605 (-18%) from 2012

Revenue

Up

$120,414

Up $20,217 (+20%) from 2012

Expenses

Up

$104,697

Up $36,022 (+52%) from 2012

Net Income

Down

$15,717

Down $15,805 (-50%) from 2012

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $18,450Liabilities 2011: $8,321Net Assets 2011: $10,1292011Assets 2012: $44,967Liabilities 2012: $3,316Net Assets 2012: $41,6512012Assets 2013: $60,079Liabilities 2013: $2,711Net Assets 2013: $57,3682013Assets 2014: $79,879Liabilities 2014: $2,830Net Assets 2014: $77,0492014Assets 2015: $79,259Liabilities 2015: $4,989Net Assets 2015: $74,2702015Assets 2016: $88,287Liabilities 2016: $7,255Net Assets 2016: $81,0322016Assets 2017: $81,884Liabilities 2017: $3,023Net Assets 2017: $78,8612017Assets 2018: $113,891Liabilities 2018: $51,608Net Assets 2018: $62,2832018Assets 2019: $106,095Liabilities 2019: $39,175Net Assets 2019: $66,9202019Assets 2020: $65,603Liabilities 2020: $0Net Assets 2020: $65,6032020Assets 2021: $111,005Liabilities 2021: $50,982Net Assets 2021: $60,0232021Assets 2022: $138,080Liabilities 2022: $51,821Net Assets 2022: $86,2592022Assets 2023: $151,820Liabilities 2023: $61,086Net Assets 2023: $90,7342023Assets 2024: $189,854Liabilities 2024: $73,039Net Assets 2024: $116,8152024Assets 2025: $182,385Liabilities 2025: $57,541Net Assets 2025: $124,8442025

Highlighted filing

2013

Assets$60,079
Liabilities$2,711
Net Assets$57,368

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $45,881Expenses 2011: $30,877Net Income 2011: $15,0042011Revenue 2012: $100,197Expenses 2012: $68,675Net Income 2012: $31,5222012Revenue 2013: $120,414Expenses 2013: $104,697Net Income 2013: $15,7172013Revenue 2014: $141,847Expenses 2014: $122,166Net Income 2014: $19,6812014Revenue 2015: $136,047Expenses 2015: $138,826Net Income 2015: -$2,7792015Revenue 2016: $160,811Expenses 2016: $154,049Net Income 2016: $6,7622016Revenue 2017: $163,545Expenses 2017: $165,716Net Income 2017: -$2,1712017Revenue 2018: $188,339Expenses 2018: $172,253Net Income 2018: $16,0862018Revenue 2019: $183,214Expenses 2019: $178,577Net Income 2019: $4,6372019Revenue 2020: $173,616Expenses 2020: $174,933Net Income 2020: -$1,3172020Revenue 2021: $72,884Expenses 2021: $78,464Net Income 2021: -$5,5802021Revenue 2022: $172,904Expenses 2022: $146,668Net Income 2022: $26,2362022Revenue 2023: $183,969Expenses 2023: $179,494Net Income 2023: $4,4752023Revenue 2024: $211,064Expenses 2024: $184,983Net Income 2024: $26,0812024Revenue 2025: $209,332Expenses 2025: $201,303Net Income 2025: $8,0292025

Highlighted filing

2013

Revenue$120,414
Expenses$104,697
Net Income$15,717
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 8, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

The Professional Liability Defense Federation is a not-for-profit organization designed to bring together attorneys, claims professionals and risk managment specialists to share expertise and information helpful to the successful defense of professional liability claims.

Filing and Contact Details

Filer

EIN
27-0850021
Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0THOMAS D JENSEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ROBERT MACKENZIE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2WAYNE B MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3THOMAS L OLIVER II
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4STUART T O'NEAL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5JENNIFER SAUNDERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JAMES A STEWART
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7PETER AKMAJIAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8JONATHAN ZISS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9SHEILA BURKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10ERIK CREP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11CHRISTINE S JENSEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6BOARD MEMBER (THRU MAY)
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11MANAGING DIRECTOR
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IRS990EZ/PrimaryExemptPurpose0THE PROFESSIONAL LIABILITY DEFENSE FEDERATION IS A NOT-FOR-PROFIT ORGANIZATION DESIGNED TO BRING TOGETHER ATTORNEYS, CLAIMS PROFESSIONALS AND RISK MANAGEMENT SPECIALISTS TO SHARE EXPERTISE AND INFORMATION HELPFUL TO THE SUCCESSFUL DEFENSE OF PROFESSIONAL LIABILITY CLAIMS.
IRS990EZ/PrintingPublicationsPostage07364
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO ACCOMPLISH ITS MISSION PLDF PUBLISHES THE JOURNAL PROFESSIONAL LIABILITY DEFENSE QUARTERLY, SPONSORS AN ANNUAL MEETING OFFERING VALUABLE LAW DEVELOPMENT SEMINARS AND NETWORKING OPPORTUNITIES, OFFERS AMICUS SUPPORT IN IMPORTANT APPELLATE PROCEEDINGS, AND BY ITS WEB LOG OR "BLOG" FACILITATES INFORMATION SHARING OF IMPORTANCE TO PROFESSIONALS WORKING IN THE ERRORS AND OMISSIONS FIELD.AS WELL, PROFESSIONAL LIABILITY INSURERS MAY WRITE COVERAGE FOR DIFFERENT PROFESSIONS. THUS, PLDF BRINGS TOGETHER EXPERIENCED PRACTITIONERS INVOLVED IN MALPRACTICE DEFENSE, PROFESSIONAL LIABILITY CLAIMS ADMINISTRATION, AND ERRORS AND OMISSIONS INSURANCE THROUGHOUT THE UNITED STATES TO IMPROVE THE DEFENSE, COST CLIMATE AND OUTCOMES OF PROFESSIONAL LIABILITY CLAIMS.
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IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CHRISTINE S JENSEN
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IRS990EZ/WebSite0WWW.PLDF.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 1..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: DEPRECIATION. AMOUNT: 378.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: OFFICE EXPENSE. AMOUNT: 4,408. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 9,199. DESCRIPTION: SEMINAR EXPENSE. AMOUNT: 47,836. DESCRIPTION: TRAVEL AND MEALS. AMOUNT: 383. DESCRIPTION: INSURANCE. AMOUNT: 1,210. DESCRIPTION: MISCELLANEOUS. AMOUNT: 6,008. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,501. TOTAL TO FORM 990-EZ, LINE 16: 70,545.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 946. END OF YEAR AMOUNT: 568.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 757. END OF YEAR AMOUNT: 2,711. DESCRIPTION: NOTE PAYABLE TO OFFICER. BEG. OF YEAR AMOUNT: 2,559. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OCCUPANCY, RENT, UTILITIES AND MAINTENENCE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER LIABILITIES
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0270850021
ReturnHeader/Filer/Name/BusinessNameLine10PROFESSIONAL LIABILITY DEFENSE FEDERATION
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ReturnHeader/Preparer/Name0LISA DESOTELLE CPA
ReturnHeader/Preparer/Phone09525483400
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T13:27:17-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.58$1.25$2.09$2.01$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.73$1.17$2.11$1.85$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.61$0.91$1.84$1.79$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.52$0.86$1.73$1.47$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.51$0.60$0.73$0.78$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.74$1.75$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.39$0.67$1.83$1.79$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.52$0.62$1.88$1.72$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.03$0.79$1.64$1.66$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.07$0.81$1.61$1.54$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.05$0.74$1.36$1.39$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.03$0.77$1.42$1.22$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.03$0.57$1.20$1.05$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.03$0.42$1.00$0.69$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.08$0.10$0.46$0.31$0.15