Civic Intelligence

Professional Liability Defense Federation

990EZ • Fiscal year 2017 • EIN 27-0850021

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 04, 2017

901 Marquette Avenue S No 1350Minneapolis, MN 55402

(612) 481-4169

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.04x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.02x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-1.3%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)6 • <$500k 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

30th percentile

-7.3%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

52nd percentile

1.7%

Faster revenue growth than 52% of similar nonprofits.

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

Assets

Down

$81,884

Down $6,403 (-7.3%) from 2016

Net Assets

Down

$78,861

Down $2,171 (-2.7%) from 2016

Liabilities

Down

$3,023

Down $4,232 (-58%) from 2016

Revenue

Up

$163,545

Up $2,734 (+1.7%) from 2016

Expenses

Up

$165,716

Up $11,667 (+7.6%) from 2016

Net Income

Down

-$2,171

Down $8,933 (-132%) from 2016

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

2017

Assets$81,884
Liabilities$3,023
Net Assets$78,861

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

2017

Revenue$163,545
Expenses$165,716
Net Income-$2,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 4, 2017
Return Version
2016v3.0
Gross Receipts
$163,545
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.

The 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.

Program Services

DescriptionGrantsExpenses
TO ACCOMPLISH ITS MISSION, PLDF ORGANIZED AND LED AN ANNUAL MEETING AND CLE/CEU PRESENTATION IN CHICAGO ATTENDED BY 120 PLDF MEMBERS AND NON-MEMBERS, AND RECEIVED CLE CREDIT IN EVERY STATE THAT WAS APPLIED TO. PLDF PUBLISHED FOUR ISSUES OF PROFESSIONAL LIABILITY DEFENSE QUARTERLY ON SUBJECTS OF INTEREST TO MALPRACTICE DEFENSE PRACTITIONERS, AND MAINTAINED, THROUGHOUT EACH MONTH, WEBSITE NEWS POSTINGS THAT COMMENT ON APPEALS IN COURT DECISIONS IN THE COUNTRY RELATING TO PROFESSIONAL LIABILITY MATTERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY J GEPHARTPresident-$0--
ERIN K HIGGINSPresident-Elect-$0--
ANDREW W COUNTRYMANTreasurer-$0--
CHRISTOPHER B BLOCKSecretary-$0--
JONATHAN S ZISSDirector-$0--
DOUG HOLTHUSDirector-$0--
PAUL A RUIZDirector-$0--
STUART T O'NEALDirector-$0--
MARK V GENDEDirector-$0--
WALTER J PRICE IIIDirector-$0--
DONALD PATRICK ECKLERDirector-$0--
ANDREW R JONESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Professional Liability Defense
EIN
27-0850021
Phone
6124814169
Address
901 MARQUETTE AVENUE S NO 1350, MINNEAPOLIS, MN 55402

Signing Officer

Name
Christine S Jensen
Title
Managing Director
Phone
6124814169
Signed
2017-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Olsen Thielen & Co Ltd
Address
2675 LONG LAKE ROAD, ST PAUL, MN 55113
Preparer
Ryan Vettrus CPA
Phone
6514834521
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 3.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous. Amount: 28.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 434.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expense. Amount: 6,189. Description: information technology. Amount: 7,195. Description: seminar expense. Amount: 65,316. Description: travel and meals. Amount: 48. Description: insurance. Amount: 1,540. Description: payroll taxes. Amount: 1,567. Description: meeting expense. Amount: 15,620. Description: miscellaneous expense. Amount: 5,941. Description: amicus expense. Amount: 8,551. Total to form 990-ez, line 16: 111,967.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 488. End of year amount: 958.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit card payable. Beg. Of year amount: 1,156. End of year amount: 124. Description: payroll liability. Beg. Of year amount: 6,099. End of year amount: 2,899.

Raw XML Appendix181 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/PrimaryExemptPurposeTxt0THE 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OFFICE EXPENSE. AMOUNT: 6,189. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 7,195. DESCRIPTION: SEMINAR EXPENSE. AMOUNT: 65,316. DESCRIPTION: TRAVEL AND MEALS. AMOUNT: 48. DESCRIPTION: INSURANCE. AMOUNT: 1,540. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,567. DESCRIPTION: MEETING EXPENSE. AMOUNT: 15,620. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 5,941. DESCRIPTION: AMICUS EXPENSE. AMOUNT: 8,551. TOTAL TO FORM 990-EZ, LINE 16: 111,967.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 488. END OF YEAR AMOUNT: 958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 1,156. END OF YEAR AMOUNT: 124. DESCRIPTION: PAYROLL LIABILITY. BEG. OF YEAR AMOUNT: 6,099. END OF YEAR AMOUNT: 2,899.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
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ReturnHeader/FilingSecurityInformation/IPTm012:47:05
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN VETTRUS CPA
ReturnHeader/ReturnTs02017-12-15T11:19:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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