Civic Intelligence

Professional Liability Underwriting Society

990 • Fiscal year 2023 • EIN 41-1605606

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

5353 Wayzata Blvd 306Minneapolis, MN 55416

(952) 746-2580

Siviq Scores

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

Liabilities / Assets

49th percentile

0.21x

Higher debt load relative to assets than 49% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.26x

Higher debt load relative to revenue than 43% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Net Margin

59th percentile

7.3%

Higher net margin than 59% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

63rd percentile

$322,685

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2023

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$9,613,868

Up $1,978,700 (+26%) from 2022

Net Assets

Up

$7,624,528

Up $1,158,004 (+18%) from 2022

Liabilities

Up

$1,989,340

Up $820,696 (+70%) from 2022

Revenue

Up

$7,687,950

Up $1,005,565 (+15%) from 2022

Expenses

Up

$7,129,182

Up $935,818 (+15%) from 2022

Net Income

Up

$558,768

Up $69,747 (+14%) from 2022

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $5,916,961Liabilities 2010: $918,124Net Assets 2010: $4,998,8372010Assets 2011: $6,128,716Liabilities 2011: $931,174Net Assets 2011: $5,197,5422011Assets 2012: $6,622,029Liabilities 2012: $1,015,581Net Assets 2012: $5,606,4482012Assets 2013: $6,859,895Liabilities 2013: $1,051,870Net Assets 2013: $5,808,0252013Assets 2014: $7,380,841Liabilities 2014: $1,378,672Net Assets 2014: $6,002,1692014Assets 2015: $6,542,812Liabilities 2015: $939,824Net Assets 2015: $5,602,9882015Assets 2016: $6,467,412Liabilities 2016: $816,051Net Assets 2016: $5,651,3612016Assets 2017: $6,511,782Liabilities 2017: $867,790Net Assets 2017: $5,643,9922017Assets 2018: $6,053,122Liabilities 2018: $820,697Net Assets 2018: $5,232,4252018Assets 2019: $6,084,003Liabilities 2019: $763,951Net Assets 2019: $5,320,0522019Assets 2020: $6,230,123Liabilities 2020: $600,073Net Assets 2020: $5,630,0502020Assets 2021: $7,512,109Liabilities 2021: $950,555Net Assets 2021: $6,561,5542021Assets 2022: $7,635,168Liabilities 2022: $1,168,644Net Assets 2022: $6,466,5242022Assets 2023: $9,613,868Liabilities 2023: $1,989,340Net Assets 2023: $7,624,5282023Assets 2024: $9,056,651Liabilities 2024: $1,858,484Net Assets 2024: $7,198,1672024

Highlighted filing

2023

Assets$9,613,868
Liabilities$1,989,340
Net Assets$7,624,528

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,352,3072010Expenses 2011: $6,012,3402011Expenses 2012: $6,268,7092012Revenue 2013: $6,554,594Expenses 2013: $6,538,627Net Income 2013: $15,9672013Revenue 2014: $6,727,086Expenses 2014: $6,716,439Net Income 2014: $10,6472014Revenue 2015: $6,898,471Expenses 2015: $6,774,719Net Income 2015: $123,7522015Revenue 2016: $6,677,128Expenses 2016: $6,815,896Net Income 2016: -$138,7682016Revenue 2017: $6,159,989Expenses 2017: $6,345,351Net Income 2017: -$185,3622017Revenue 2018: $6,159,727Expenses 2018: $6,086,805Net Income 2018: $72,9222018Revenue 2019: $5,685,963Expenses 2019: $6,044,714Net Income 2019: -$358,7512019Revenue 2020: $4,381,740Expenses 2020: $4,283,638Net Income 2020: $98,1022020Revenue 2021: $4,853,702Expenses 2021: $4,116,264Net Income 2021: $737,4382021Revenue 2022: $6,682,385Expenses 2022: $6,193,364Net Income 2022: $489,0212022Revenue 2023: $7,687,950Expenses 2023: $7,129,182Net Income 2023: $558,7682023Revenue 2024: $7,394,699Expenses 2024: $8,088,935Net Income 2024: -$694,2362024

Highlighted filing

2023

Revenue$7,687,950
Expenses$7,129,182
Net Income$558,768
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$9,347,064
Mission and Program Overview

Mission

To be the global community for the professional liability insurance industry by providing essential knowledge, thought leadership and career development opportunities.

To be the global community for the professional liability insurance industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,526,731$6,199,609▲ $672,878
Cash and Non-Interest-Bearing Accounts$1,396,163$1,832,915▲ $436,752
Savings and Temporary Cash Investments$45,752$627,371▲ $581,619
Accounts Receivable$214,108$512,141▲ $298,033
Prepaid Expenses and Deferred Charges$275,051$205,584▼ $69,467
Land, Buildings, and Equipment, Net$34,558$122,088▲ $87,530
Total Assets$7,635,168$9,613,868▲ $1,978,700
Other Assets Total$142,805$114,160▼ $28,645
Liabilities
Accounts Payable and Accrued Expenses$203,511$1,101,462▲ $897,951
Deferred Revenue$821,209$770,921▼ $50,288
Other Liabilities$143,924$116,957▼ $26,967
Total Liabilities$1,168,644$1,989,340▲ $820,696
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,466,524$7,624,528▲ $1,158,004
Total Net Assets Fund Balance$6,466,524$7,624,528▲ $1,158,004
Total Liabilities and Net Assets / Fund Balance$7,635,168$9,613,868▲ $1,978,700

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$452,179$452,179
Equipment$119,322$311,907$431,229
Leasehold Improvements$2,766$25,902$28,668
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robbie ThompsonExecutive DirectorFT$251,114$71,571$322,685
Scott BilleyChief Operating OfficerFT$181,917$39,198$221,115
Dan JenneyVP of Strategy & ProgramsFT$169,634$44,579$214,213
Diane DukesVP of Meetings & EventsFT$153,902$22,991$176,893
Erin StephensDeputy Chief Operating OfficerFT$126,498$6,960$133,458
Amy WenstromDirector of Marketing & CommunicationFT$126,549$6,880$133,429

Board Members and Trustees

NameTitle
JENNIFER O'NEILLImmediate Past President
Jay KarpPresident
Nicole ShethPresident Elect
LA'VONDA MCLEANVice President
Alison MartinTrustee
David LewisonTrustee
Deborah Egel-fergusTrustee
Derek Van Der VoortTrustee
Jed SheaTrustee
Kimberly MelvinTrustee
Max CarterTrustee
Robert ParisiTrustee
Susan AngeloTrustee
Todd GreeleyTrustee
Jacqueline WatersSecretary - Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Marriott Business ServicesEvent Services101 BOWIE STREET, San Antonio, TX 78205$655,692
Nevada Property 1 LLCEvent Services3773 HOWARD HUGHES PARKWAY SUITE 1, Las Vegas, NV 89169$514,728
Image Audiovisual INCEvent Services2130 S DAHLIA STREET, Denver, CO 80222$296,358
Clifton Larson Allen LLPAccounting Services220 SOOUTH 6TH STREET SUITE 300, Minneapolis, MN 55402$157,235
Kinsley & Associates LLCEvent Planning6732 W COAL MINE AVENUE 500, Littleton, CO 80123$130,312
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,479,867
Investment Income
$208,083
Other Revenue
$0
Change in Net Assets
$558,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,479,867
Revenue Not Reported on Financial Statements
$208,083
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$208,083
Total Revenue per Audited Statements
$7,479,867
Total Revenue per Form 990
$7,687,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,955,812
Salaries, Compensation, and Employee Benefits$2,173,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,580,234
Conferences and Meetings---$1,441,883
Information Technology---$333,078
Office Expenses---$327,276
Current Officers, Directors, Trustees, and Key Employees---$322,685
All Other Expenses---$185,935
Payroll Taxes---$172,127
Fees for Services Accounting---$151,346
Other Employee Benefits---$98,324
Other Expenses---$98,053
Fees for Services Legal---$88,379
Insurance---$79,018
Occupancy---$66,314
Travel---$54,527
Fees for Service Investment Mgmnt Fees---$52,822
Depreciation Depletion---$19,530
Total Functional Expenses$0$0$0$7,129,182

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,129,182
Expenses per Audited Statements$7,076,360
Total Expenses per Audited Statements$7,076,360
Expenses Not Reported on Financial Statements$52,822
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$32,068

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America - Canada and Mexico, But Not the United StatesMaintain a Chapter-00$32,068
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$116,957
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

The society is a 501(c )(6) professional association whose members are interested in the promotion and development of the professional liability industry. Plus has three classes of members: individual, corporate, and honorary.

Form 990, Part VI, Section A, Line 7A

The society's board of trustees are elected by the members of the society.

Form 990, Part VI, Section B, Line 11B

The audit committee will review the audit report and 990, after which the board will review the 990 and vote to approve the audit report.

Form 990, Part VI, Section B, Line 12C

Board members sign conflict of interest agreements once a year. Board members must recuse themselves from votes/discussions that involve a conflict of interest.

Form 990, Part VI, Section B, Line 15

The plus executive director compensation is established in contract at hiring and salary is based upon market conditions, skills of the executive, and information provided to or obtained by the board by an executive search firm. At renewal of the contract of the executive director the board bases decisions on compensation on financial conditions of the organization, market conditions, and the performance and expectations met by the executive director. The executive director makes recommendations to the plus board of annual salary increases of employees and the plus board approves or modifies and approves such recommendations.

Form 990, Part VI, Section C, Line 19

The society complies with the public inspection requirements of internal revenue code section 6104 by making its form 1024, application for recognition of exemption under section 501(a), determination letter from the irs, and the forms 990 for its three most recently completed tax periods available to the public upon request. However, as section 6104 does not require organizations exempt under section 501(c)(6) to disclose its governing documents, conflict of interest policies, or financial statements, the society has chosen not to make such information available for public inspection.

Filing and Contact Details

Filer

Filer Name
Professional Liability Underwriting
EIN
41-1605606
Phone
9527462580
Address
5353 WAYZATA BLVD 306, MINNEAPOLIS, MN 55416

Signing Officer

Name
Robbie Thompson
Title
Executive Director
Phone
9527462580
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robbie Thompson
Formed
1986
Legal Domicile
Mn
Voting Board Members
15
Independent Board Members
15
Employees
18
Volunteers
600

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, PART XII, LINE 2C:

The audit committee has responsibility for oversight of the audit. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Fin 48 (asc 740) disclosure: the society is classified as a tax-exempt organization under section 501(c)(6) of the internal revenue code and is subject to federal and state income tax only on net unrelated business income. The society currently generates no unrelated business income. The society had no tax expense in 2023 or 2022. The society reviews income tax positions taken or expected to be taken in income tax returns to determine if there are any income tax uncertainties. This includes positions that the society is exempt from income taxes or not subject to income taxes on unrelated business income. The society recognizes tax benefits from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by taxing authorities, based on the technical merits of the positions. The society has identified no income tax uncertainties. The society files information returns as tax-exempt organizations. Should that status be challenged in the future, all years since inception could be subject to review by the irs.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment income & realized gain on investments sold 208,083.

Raw XML AppendixShowing 400 of 653 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/Desc0IN 2023, PLUS HELD FIVE NATIONAL IN-PERSON EVENTS ATTENDEED BY MORE THAN 4,000 PEOPLE. IT ALSO HOSTED VIRTUAL AND IN-PERSON UNIVERSITIES WITH OVER 500 INDUSTRY PROFESSIONALS PARTICIPATING. IN ADDITION, OVER 3,000 PEOPLE ATTENDED IN-PERSON REGIONAL AND LOCAL CHAPTER EVENTS THROUGH PLUS 13 REGIONAL CHAPTERS AND MORE THAN 5,000 PROFESSIONALS PARTICIPATED IN EDUCATONAL WEBINARS AND PODCAST. PARTICIPANTS IN ALL EVENTS TOOK PART IN EDUCATIONAL, NETWORKING, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1533904
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1613768
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1734129
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1827703
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt196960
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt206880
IRS990/Form990PartVIISectionAGrp/PersonNm0ALISON MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT PARISI
IRS990/Form990PartVIISectionAGrp/PersonNm2MAX CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm3KIMBERLY MELVIN
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN ANGELO
IRS990/Form990PartVIISectionAGrp/PersonNm5JED SHEA
IRS990/Form990PartVIISectionAGrp/PersonNm6DEREK VAN DER VOORT
IRS990/Form990PartVIISectionAGrp/PersonNm7DEBORAH EGEL-FERGUS
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID LEWISON
IRS990/Form990PartVIISectionAGrp/PersonNm9TODD GREELEY
IRS990/Form990PartVIISectionAGrp/PersonNm10JACQUELINE WATERS
IRS990/Form990PartVIISectionAGrp/PersonNm11JENNIFER O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm12NICOLE SHETH
IRS990/Form990PartVIISectionAGrp/PersonNm13JAY KARP
IRS990/Form990PartVIISectionAGrp/PersonNm14LA'VONDA MCLEAN
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBBIE THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm16DIANE DUKES
IRS990/Form990PartVIISectionAGrp/PersonNm17DAN JENNEY
IRS990/Form990PartVIISectionAGrp/PersonNm18SCOTT BILLEY
IRS990/Form990PartVIISectionAGrp/PersonNm19ERIN STEPHENS
IRS990/Form990PartVIISectionAGrp/PersonNm20AMY WENSTROM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15288781
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16163125
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17180084
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18193412
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19126498
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20126549
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY - TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF MEETINGS & EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP OF STRATEGY & PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19DEPUTY CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF MARKETING & COMMUNICATION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt068701
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01727815
IRS990/GrossReceiptsAmt09347064
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0333078
IRS990/InsuranceGrp/TotalAmt079018
IRS990/InvestmentIncomeGrp/ExclusionAmt0139382
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0139382
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05526731
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06199609
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0789988
IRS990/LandBldgEquipBasisNetGrp/BOYAmt034558
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0122088
IRS990/LandBldgEquipCostOrOtherBssAmt0912076
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01659114
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BE THE GLOBAL COMMUNITY FOR THE PROFESSIONAL LIABILITY INSURANCE INDUSTRY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06466524
IRS990/NetAssetsOrFundBalancesEOYAmt07624528
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt068701
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt068701
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0599236
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06466524
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07624528
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt066314
IRS990/OfficeExpensesGrp/TotalAmt0327276
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0142805
IRS990/OtherAssetsTotalGrp/EOYAmt0114160
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt098324
IRS990/OtherExpensesGrp/Desc0SYMPOSIUM EXPENSES
IRS990/OtherExpensesGrp/Desc1CHAPTER PROGRAMS
IRS990/OtherExpensesGrp/Desc2DONATION TO PLUS FOUNDA
IRS990/OtherExpensesGrp/Desc3RPLU PROGRAM
IRS990/OtherExpensesGrp/TotalAmt01361780
IRS990/OtherExpensesGrp/TotalAmt1499644
IRS990/OtherExpensesGrp/TotalAmt2196227
IRS990/OtherExpensesGrp/TotalAmt398053
IRS990/OtherLiabilitiesGrp/BOYAmt0143924
IRS990/OtherLiabilitiesGrp/EOYAmt0116957
IRS990/OtherSalariesAndWagesGrp/TotalAmt01580234
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0172127
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0275051
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0205584
IRS990/PrincipalOfficerNm0ROBBIE THOMPSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/BusinessCd2524298
IRS990/ProgramServiceRevenueGrp/BusinessCd3524298
IRS990/ProgramServiceRevenueGrp/BusinessCd4524298
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL SYMPOSIUMS
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc3CHAPTER SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc4PLUS REGISTRATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02928391
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11975823
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21915483
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3582446
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt460720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02928391
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11975823
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21915483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3582446
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt460720
IRS990/ProgSrvcAccomActy2Grp/Desc0AS A MEMBERSHIP ORGANIZATION, PLUS PROVIDES RESOURCES, PROGRAMMING, AND INFORMATION TO ASSIST ITS MEMBERS AND ENABLE THEM TO BEST SERVE THEIR CLIENTS AND ADVANCE THEIR CAREERS. IN 2023, PLUS HAD APPROXIMATELY 40,000 INDIVIDUAL MEMBERS THROUGHOUT THE WORLD.
IRS990/ProgSrvcAccomActy3Grp/Desc0PLUS PROVIDES A COMPREHENSIVE EDUCATIONAL CURRICULUM FOR THE PROFESSIONAL LIABILITY INDUSTRY, INCLUDING RPLU, RPLU+, CPLP & EXECUPLP. OVER 500 PEOPLE OBTAINED A PLUS CERTIFCATION AND ALMOST 5,000 PEOPLE CURRENTLY HOLD A PLUS DESIGNATION.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0276907
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0113503
IRS990/PYOtherExpensesAmt04267135
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06291975
IRS990/PYRevenuesLessExpensesAmt0489021
IRS990/PYSalariesCompEmpBnftPaidAmt01926229
IRS990/PYTotalExpensesAmt06193364
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06682385
IRS990/ReconcilationRevenueExpnssAmt0558768
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045752
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0627371
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0500
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0119322
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0311907
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0431229
IRS990ScheduleD/ExpensesNotReportedAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.06$1.86$7.20$7.39$8.09$0.69
2023Detailed filing. Detailed filing data is available for this year.$9.61$1.99$7.62$7.69$7.13$0.56
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.64$1.17$6.47$6.68$6.19$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.95$6.56$4.85$4.12$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.23$0.60$5.63$4.38$4.28$0.10
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.08$0.76$5.32$5.69$6.04$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$0.82$5.23$6.16$6.09$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.87$5.64$6.16$6.35$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.47$0.82$5.65$6.68$6.82$0.14
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.54$0.94$5.60$6.90$6.77$0.12
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.38$1.38$6.00$6.73$6.72$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.86$1.05$5.81$6.55$6.54$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$1.02$5.61$6.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.93$5.20$6.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.92$5.00$5.35