Civic Intelligence

Private Risk Management Association

EIN 46-2430573 • 501(c)6 • Schaumburg, IL

Profile

The mission of prma is to improve advice, coverage and service

1933 North Meacham Road 450Schaumburg, IL 60173

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.17x

Higher debt load relative to assets than 54% of similar nonprofits.

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

Liabilities / Revenue

41st percentile

0.11x

Higher debt load relative to revenue than 41% of similar nonprofits.

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

Net Margin

76th percentile

15%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

74th percentile

$216,650

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

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

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

84th percentile

27%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,295,190

Up $283,277 (+28%) from 2023

Liabilities

Down

$220,971

Down $25,306 (-10%) from 2023

Net Assets

Up

$1,074,219

Up $308,583 (+40%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin76th percentile

Revenue

Up

$2,042,094

Up $431,226 (+27%) from 2023

Expenses

Up

$1,733,680

Up $309,523 (+22%) from 2023

Net Income

Up

$308,414

Up $121,703 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $160,139Liabilities 2014: $35,900Net Assets 2014: $124,2392014Assets 2015: $206,485Liabilities 2015: $46,657Net Assets 2015: $159,8282015Assets 2016: $130,419Liabilities 2016: $7,860Net Assets 2016: $122,5592016Assets 2017: $277,031Liabilities 2017: $115,916Net Assets 2017: $161,1152017Assets 2018: $304,046Liabilities 2018: $147,471Net Assets 2018: $156,5752018Assets 2019: $357,327Liabilities 2019: $163,173Net Assets 2019: $194,1542019Assets 2020: $584,851Liabilities 2020: $197,143Net Assets 2020: $387,7082020Assets 2021: $722,582Liabilities 2021: $227,283Net Assets 2021: $495,2992021Assets 2022: $731,024Liabilities 2022: $152,099Net Assets 2022: $578,9252022Assets 2023: $1,011,913Liabilities 2023: $246,277Net Assets 2023: $765,6362023Assets 2024: $1,295,190Liabilities 2024: $220,971Net Assets 2024: $1,074,2192024

Highlighted filing

2024

Assets$1,295,190
Liabilities$220,971
Net Assets$1,074,219
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $268,645Expenses 2014: $144,406Net Income 2014: $124,2392014Revenue 2015: $450,000Expenses 2015: $414,411Net Income 2015: $35,5892015Revenue 2016: $671,249Expenses 2016: $708,518Net Income 2016: -$37,2692016Revenue 2017: $755,779Expenses 2017: $716,973Net Income 2017: $38,8062017Revenue 2018: $832,456Expenses 2018: $836,996Net Income 2018: -$4,5402018Revenue 2019: $913,708Expenses 2019: $835,744Net Income 2019: $77,9642019Revenue 2020: $835,651Expenses 2020: $691,340Net Income 2020: $144,3112020Revenue 2021: $1,050,212Expenses 2021: $886,371Net Income 2021: $163,8412021Revenue 2022: $1,246,726Expenses 2022: $1,148,517Net Income 2022: $98,2092022Revenue 2023: $1,610,868Expenses 2023: $1,424,157Net Income 2023: $186,7112023Revenue 2024: $2,042,094Expenses 2024: $1,733,680Net Income 2024: $308,4142024

Highlighted filing

2024

Revenue$2,042,094
Expenses$1,733,680
Net Income$308,414
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,295,190
Liabilities
$220,971
Net assets
$1,074,219
Revenue
$2,042,094
Expenses
$1,733,680
Net income
$308,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.22$1.07$2.04$1.73$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.25$0.77$1.61$1.42$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.15$0.58$1.25$1.15$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.23$0.50$1.05$0.89$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.20$0.39$0.84$0.69$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.16$0.19$0.91$0.84$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.15$0.16$0.83$0.84$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.12$0.16$0.76$0.72$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.01$0.12$0.67$0.71$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.05$0.16$0.45$0.41$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.04$0.12$0.27$0.14$0.12
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$2,042,094
Mission and Program Overview

Mission

The mission of prma is to improve advice, coverage and service provided to the high net worth insurance consumer through education and increased awareness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$672,447-
Cash and Non-Interest-Bearing Accounts$920,930$537,538▼ $383,392
Accounts Receivable$13,464$69,860▲ $56,396
Prepaid Expenses and Deferred Charges$77,519$15,345▼ $62,174
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,011,913$1,295,190▲ $283,277
Other Assets Total-$0-
Liabilities
Deferred Revenue$158,875$166,489▲ $7,614
Accounts Payable and Accrued Expenses$87,402$54,482▼ $32,920
Total Liabilities$246,277$220,971▼ $25,306
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$765,636$1,074,219▲ $308,583
Total Net Assets Fund Balance$765,636$1,074,219▲ $308,583
Total Liabilities and Net Assets / Fund Balance$1,011,913$1,295,190▲ $283,277
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane DelaneyExecutive DirectorFT$208,317$8,333$216,650

Board Members and Trustees

NameTitle
Bryant KolleChairman
Celia SantanaDirector
Deon HornsbyDirector
James KaneDirector
Jason OttDirector
Jerry HourihanDirector
Kathleen TierneyDirector
Kaye GitibinDirector
Kevin MaddenDirector
Kimberlee ConnellDirector
Mary ParsonsDirector
Max GilmanDirector
Robert CourtemancheDirector
Robert HaibiDirector
Shirley GordonDirector
Spencer HouldinDirector
Tara BoldingDirector
Will Van Den HeuvelDirector
Despina BiuganskiSecretary
William GatewoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,019,816
Investment Income
$22,278
Other Revenue
$0
Change in Net Assets
$308,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,122,930
Salaries, Compensation, and Employee Benefits$610,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$701,231--$701,231
Other Salaries and Wages$135,697$203,547-$339,244
Current Officers, Directors, Trustees, and Key Employees$86,660$129,990-$216,650
Fees for Services Other-$59,549-$59,549
Fees for Services Legal-$46,984-$46,984
Payroll Taxes$17,578$26,367-$43,945
Fees for Services Accounting-$26,136-$26,136
Advertising$24,329--$24,329
Information Technology-$21,576-$21,576
Other Expenses$17,169$2,250-$19,419
Other Employee Benefits$4,365$6,546-$10,911
Travel$6,518$3,341-$9,859
Insurance-$9,067-$9,067
Office Expenses$189$5,421-$5,610
Total Functional Expenses$1,151,459$582,221$0$1,733,680
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Board of trustees receive a copy of completed and confirmed by the executive director tax return 990 prior to it being submitted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Private Risk Management Association
EIN
46-2430573
Phone
8475177225
Address
1933 North Meacham Road 450, SCHAUMBURG, IL 60173

Signing Officer

Name
Diane Delaney
Title
Executive Director
Signed
2025-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Delaney
Voting Board Members
20
Independent Board Members
20
Employees
5
Volunteers
20

Preparer

Firm
Il Nfp Audit and Tax Llp
Address
200 S WACKER DR SUITE 3100, CHICAGO, IL 60606
Preparer
Alfredo Rodriguez CPA
Phone
3129985500
Raw XML AppendixShowing 400 of 488 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/ProgSrvcAccomActy2Grp/Desc0SETUP AND MAINTENANCE OF THE ORGANIZATIONS WEBSITE. PROMOTION AND MANAGEMENT OF NEW AND RENEWAL MEMBERSHIPS. DEVELOPMENT AND EXECUTION OF EDUCATIONAL AND INFORMATION RESOURCES TO MEMBERS. CURRENT OFFERINGS INCLUDE THE PRMA KNOWLEDGE BASE WHICH CONSISTS OF INSIGHTS WEBINARS, BEST PRACTICES LIBRARY, AND INSIGHT SURVEYS EACH PROVIDING MEMBERS WITH VALUABLE EDUCATION INFORMATION RELEVANT TO THEIR DAYTODAY ACTIVITIES. MEMBERS GET ACCESS TO "COLLABORATE" THE ONLINE MEMBER ONLY COMMUNITY WHERE MEMBERS SHARE INFORMATION AND SEEK HELP FROM PEERS AS WELL AS ENROLLMENT INTO GEOGRAPHIC CHAPTERS ALLOWING MEMBERS TO GAIN ACCESS TO EXPERTS IN THEIR AREA.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PRMA ACADEMY OFFERS SEVERAL EDUCATIONAL OPPORTUNITIES FOR MEMBERS. THE CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (CPRIA) CERTIFICATE IS AN ONLINE CERTIFICATION PROGRAM SPECIFICALLY DEVELOPED FOR PROFESSIONALS IN PRIVATE RISK MANAGEMENT, CPRIA AIMS TO BROADEN KNOWLEDGE AND ENABLE PARTICIPANTS TO BETTER ADVISE CLIENTS AND PROVIDE THEM WITH SPECIALIZED SOLUTIONS TO COMPLEX INDUSTRY ISSUES. THE CERTIFICATION PROGRAM WAS LAUNCHED IN MAY OF 2015 AND CURRENTLY HAS OVER 400 PARTICIPANTS AND OVER 1200 GRADUATES. THE ADVANCED CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (ACPRIA) CERTIFICATION WAS LAUNCHED IN NOVEMBER OF 2018. EACH TWOYEAR PROGRAM PROVIDES AN OPPORTUNITY TO FURTHER PARTICIPANTS KNOWLEDGE AND RAISE THEIR PROFESSIONAL PROFILE. IN ADDITION TO THE CERTIFICATION COURSES THE ACADEMY OFFERS TWO ONDEMAND COURSES ON SPECIFIC TOPICS RELEVANT TO PRIVATE RISK MANAGEMENT PROFESSIONALS. THE INTRODUCTION TO FAMILY OFFICE RISK MANAGEMENT WAS LAUNCHED IN JUNE OF 2019 AND HAS OVER 180 GRADUATES. THE ELEMENTS OF INSURING TO VALUE WAS LAUNCHED IN 2021.
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