Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Liabilities / Revenue
64th percentile
Higher debt load relative to revenue than 64% of similar nonprofits.
Net Margin
55th percentile
Higher net margin than 55% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 16.4% of source-year revenue.
Asset Growth
97th percentile
Faster asset growth than 97% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Assets
Up$277,031
Up $146,612 (+112%) from 2016
Net Assets
Up$161,115
Up $38,556 (+31%) from 2016
Liabilities
Up$115,916
Up $108,056 (+1375%) from 2016
Revenue
Up$755,779
Up $84,530 (+13%) from 2016
Expenses
Up$716,973
Up $8,455 (+1.2%) from 2016
Net Income
Up$38,806
Up $76,075 (+204%) from 2016
The mission of prma is to improve advice, coverage and service provided to the high net worth insurance consumer through education and increased awareness.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $122,559 | $161,115 | ▲ $38,556 |
| Cash and Non-Interest-Bearing Accounts | $50,074 | $132,326 | ▲ $82,252 |
| Accounts Receivable | $25,030 | $99,420 | ▲ $74,390 |
| Savings and Temporary Cash Investments | $50,315 | $40,285 | ▼ $10,030 |
| Prepaid Expenses and Deferred Charges | $5,000 | $5,000 | → $0 |
| Total Assets | $130,419 | $277,031 | ▲ $146,612 |
| Liabilities | |||
| Deferred Revenue | - | $106,814 | - |
| Accounts Payable and Accrued Expenses | $7,860 | $9,102 | ▲ $1,242 |
| Total Liabilities | $7,860 | $115,916 | ▲ $108,056 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $122,559 | $161,115 | ▲ $38,556 |
| Total Liabilities and Net Assets / Fund Balance | $130,419 | $277,031 | ▲ $146,612 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Lisa a Lindsay | Executive Director & Trustee | FT | $124,038 | $124,038 |
| Name | Title |
|---|---|
| James P Kane | President & Trustee |
| Gary J Pasternack | Secretary & Trustee |
| Ray Celedinas | Treasurer & Trustee |
| Christopher Peterie | Trustee |
| Frances Obrien | Trustee |
| Julius Anderson | Trustee |
| Robert Courtmanche | Trustee |
| Ross Buchmueller | Trustee |
| Sam Cargill | Trustee |
| Susan Ogrodnik Smith | Trustee |
| William Gatewood | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| New Level Partners | Educational & Cirriculumdevelopment | 100 Overlook Center, Princeton, NJ 08540 | $140,171 |
| Line Item | Amount |
|---|---|
| Other Expenses | $495,981 |
| Salaries, Compensation, and Employee Benefits | $220,992 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| All Other Expenses | $238,460 | $2,007 | - | $240,467 |
| Conferences and Meetings | $167,700 | - | - | $167,700 |
| Current Officers, Directors, Trustees, and Key Employees | $116,097 | $7,942 | - | $124,039 |
| Other Salaries and Wages | $76,371 | $4,020 | - | $80,391 |
| Advertising | - | - | - | $57,601 |
| Fees for Services Accounting | $15,670 | $1,586 | - | $17,256 |
| Payroll Taxes | $15,685 | $877 | - | $16,562 |
| Insurance | $6,537 | $379 | - | $6,916 |
| Travel | $4,387 | - | - | $4,387 |
| Fees for Services Legal | $1,404 | - | - | $1,404 |
| Office Expenses | $160 | $90 | - | $250 |
| Total Functional Expenses | $642,471 | $16,901 | $0 | $716,973 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Board of trustees receive a copy of completed and confirmed by the executive director tax return 990 prior to it being submitted.”
“Voting of the board of trustees by ballot provided to each eligible member.”
“no entry”
“Merchant credit card fees 18243. 18163. 80.”
“Bank charges 280. 78. 202.”
“Payroll service fees 1099. 1099.”
“Online service fees 5823. 5743. 80.”
“Website expense 11446. 11446.”
“Membership - nps analysis exp 33095. 33095.”
“Educational consulting 140171. 140171.”
“Cpria continuing ed expense 28672. 28672.”
“Meals & entertainment 905. 742. 163.”
“Taxes & licenses 383. 383.”
“INTERN EXPENSE 200. 200.”
“Professional development 150. 150.”
“POSTAGE & DELIVERY 106.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 7860 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 9102 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 25030 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 99420 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE MISSION OF PRMA IS TO IMPROVE ADVICE, COVERAGE AND SERVICE PROVIDED TO THE HIGH NET WORTH INSURANCE CONSUMER THROUGH EDUCATION AND INCREASED AWARENESS. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 57601 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2007 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 238460 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 240467 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LISA A BROWN |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9177694759 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 111 HAWTHORN STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NEW BEDFORD |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02740 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 50074 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 132326 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 7942 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 116097 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 124039 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 167700 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 167700 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 140171 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 100 Overlook Center |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | PRINCETON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 08540 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | NEW LEVEL PARTNERS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | EDUCATIONAL & CIRRICULUMDEVELOPMENT |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 10 |
| IRS990/CYOtherExpensesAmt | 0 | 495981 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 755769 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 38806 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 220992 |
| IRS990/CYTotalExpensesAmt | 0 | 716973 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 755779 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 106814 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | SET-UP 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 INCLUDED THE PRMA ENLIGHTENMENT SERIES - A MONTHLY WEBINAR WHERE EXPERTS IN THE INSURANCE INDUSTRY ARE INVITED TO GUEST LECTURE FOLLOWED BY A QUESTION AND ANSWER PERIOD WHICH ENCOURAGES AN INTERACTIVE LEARNING EXPERIENCE; CLIENT EXPERIENCE PLATFORM - PROVIDES MEMBERS WITH ACCESS TO NET PROMOTER SCORE (NPS) SOFTWARE TO MEASURE THE CLIENT EXPERIENCE/CLIENT SATISFACTION WITHIN THEIR ORGANIZATION; THOUGHT LEADERSHIP - SURVEYS AND CONTENT CREATION THROUGH ARTICLES AND BLOGS TO HELP MEMBERS RAISE AWARENESS ABOUT THE BENEFITS OF WORKING WITH A SPECIALIST. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 3 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1586 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 15670 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17256 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 1404 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1404 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LISA A LINDSAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RAY CELEDINAS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ROSS BUCHMUELLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JAMES P KANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | GARY J PASTERNACK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | SUSAN OGRODNIK SMITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ROBERT COURTMANCHE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CHRISTOPHER PETERIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | WILLIAM GATEWOOD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JULIUS ANDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | SAM CARGILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | FRANCES OBRIEN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 124038 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TREASURER & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | PRESIDENT & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2013 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 755779 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 379 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 6537 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 6916 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 10 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE MISSION OF PRMA IS TO IMPROVE ADVICE, COVERAGE AND SERVICE |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 122559 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 161115 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 90 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 160 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 250 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 4020 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 76371 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 80391 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 877 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 15685 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 16562 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 5000 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5000 |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | LISA A LINDSAY |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 813910 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 813910 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 813910 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 813910 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 813910 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SPONSORSHIPS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | SUMMIT REVENUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | CPRIA EDUCATION REVENUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | MEMBER - NPS FEES |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 185248 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 65000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 175360 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 326161 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 4000 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | THE CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (CPRIA) CERTIFICATE IS AN ONLINE CERTIFICATION PROGRAM SPECIFICALLY DEVELOPED FOR PROFESSIONALS IN THE HIGH NET WORTH INDUSTRY. ENDORSED BY THE ST. JOHN'S UNIVERSITY SCHOOL OF RISK MANAGEMENT CENTER FOR PROFESSIONAL EDUCATION, CPRIA AIMS TO BROADEN KNOWLEDGE AND ENABLE PARTICIPANTS TO BETTER ADVISE CLIENTS AND PROVIDE YOU WITH SPECIALIZED SOLUTIONS TO COMPLEX INDUSTRY ISSUES. THE CERTIFICATION PROGRAM WAS LAUNCHED IN MAY OF 2015 AND CURRENTLY HAS |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | THE ASSOCIATION OFFERS AN ANNUAL SUMMIT, A TWO DAY EDUCATIONAL CONFERENCE, TO MEMBERS AND NON-MEMBERS. THE SUMMIT PROVIDES ACCESS TO SUBJECT MATTER EXPERTS IN THE HIGH NET WORTH PERSONAL RISK MANAGEMENT NICHE IN GENERAL, BREAK-OUT AND ROUND-TABLE SESSIONS. NOVEMBER 2017 MARKED THE 4TH ANNUAL SUMMIT. SUMMIT ATTENDANCE HAS INCREASED YEAR OVER YEAR. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 85 |
| IRS990/PYOtherExpensesAmt | 0 | 519099 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 671164 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -37269 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 189419 |
| IRS990/PYTotalExpensesAmt | 0 | 708518 |
| IRS990/PYTotalRevenueAmt | 0 | 671249 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 38806 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 122559 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 161115 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 50315 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 40285 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | BOARD OF TRUSTEES RECEIVE A COPY OF COMPLETED AND CONFIRMED BY THE EXECUTIVE DIRECTOR TAX RETURN 990 PRIOR TO IT BEING SUBMITTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | VOTING OF THE BOARD OF TRUSTEES BY BALLOT PROVIDED TO EACH ELIGIBLE MEMBER. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | no entry |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MERCHANT CREDIT CARD FEES 18243. 18163. 80. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | BANK CHARGES 280. 78. 202. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PAYROLL SERVICE FEES 1099. 1099. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ONLINE SERVICE FEES 5823. 5743. 80. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | WEBSITE EXPENSE 11446. 11446. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | MEMBERSHIP - NPS ANALYSIS EXP 33095. 33095. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | EDUCATIONAL CONSULTING 140171. 140171. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | CPRIA CONTINUING ED EXPENSE 28672. 28672. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | MEALS & ENTERTAINMENT 905. 742. 163. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | TAXES & LICENSES 383. 383. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | INTERN EXPENSE 200. 200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | PROFESSIONAL DEVELOPMENT 150. 150. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | POSTAGE & DELIVERY 106. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Form 990, Part IX, Line 24e |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 130419 |
| IRS990/TotalAssetsEOYAmt | 0 | 277031 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 130419 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 277031 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 16901 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 642471 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 716973 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 7860 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 115916 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 7860 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 115916 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 122559 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 161115 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 755769 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 124038 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 755779 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 755779 |
| IRS990/TotalVolunteersCnt | 0 | 9 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 130419 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 277031 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 4387 |
| IRS990/TravelGrp/TotalAmt | 0 | 4387 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 9208 |
| IRS990/USAddress/CityNm | 0 | FALL RIVER |
| IRS990/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/USAddress/ZIPCd | 0 | 02720 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 12 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA A LINDSAY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9177694759 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PRIVATE RISK MANAGEMENT ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PRIV |
| ReturnHeader/Filer/EIN | 0 | 462430573 |
| ReturnHeader/Filer/PhoneNum | 0 | 9177694759 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 9208 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Fall River |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02720 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | B8A07723278D3A7340E7970F5A0009685BEDAA68 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B8A07723278D3A7340E7970F5A0009685BEDAA68 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 73.114.114.109 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-11-08 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 09:57:47 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Lisa A Brown and Associates LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 84 N Main St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Fall River |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02720 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5089655484 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-11-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LISA A BROWN |
| ReturnHeader/ReturnTs | 0 | 2018-11-08T09:57:51-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.