Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
33rd percentile
Higher net margin than 33% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 17.4% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
69th percentile
Faster revenue growth than 69% of similar nonprofits.
Assets
Up$304,046
Up $27,015 (+9.8%) from 2017
Net Assets
Down$156,575
Down $4,540 (-2.8%) from 2017
Liabilities
Up$147,471
Up $31,555 (+27%) from 2017
Revenue
Up$832,456
Up $76,677 (+10%) from 2017
Expenses
Up$836,996
Up $120,023 (+17%) from 2017
Net Income
Down-$4,540
Down $43,346 (-112%) from 2017
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 | $161,115 | $156,575 | ▼ $4,540 |
| Accounts Receivable | $99,420 | $129,791 | ▲ $30,371 |
| Savings and Temporary Cash Investments | $40,285 | $108,159 | ▲ $67,874 |
| Cash and Non-Interest-Bearing Accounts | $132,326 | $61,096 | ▼ $71,230 |
| Prepaid Expenses and Deferred Charges | $5,000 | $5,000 | → $0 |
| Total Assets | $277,031 | $304,046 | ▲ $27,015 |
| Liabilities | |||
| Deferred Revenue | $106,814 | $143,121 | ▲ $36,307 |
| Accounts Payable and Accrued Expenses | $9,102 | $4,350 | ▼ $4,752 |
| Total Liabilities | $115,916 | $147,471 | ▲ $31,555 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $161,115 | $156,575 | ▼ $4,540 |
| Total Liabilities and Net Assets / Fund Balance | $277,031 | $304,046 | ▲ $27,015 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Lisa a Lindsay | Executive Director & Trustee | FT | $144,432 | $144,432 |
| Name | Title |
|---|---|
| James P Kane | President & Trustee |
| Gary J Pasternack | Secretary & Trustee |
| Bryant Kolle | Trustee |
| Frances Obrien | Trustee |
| Jason Ott | Trustee |
| Kimberlee Connell | Trustee |
| Mary Russell | Trustee |
| Patience Marmer | Trustee |
| Patricia Lebon | Trustee |
| Robert Courtmanche | Trustee |
| Ross Buchmueller | Trustee |
| Susan Ogrodnik Smith | Trustee |
| William Gatewood | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| New Level Partners | Educational & Cirriculumdevelopment | 100 Overlook Center, Princeton, NJ 08540 | $122,464 |
| Line Item | Amount |
|---|---|
| Other Expenses | $564,418 |
| Salaries, Compensation, and Employee Benefits | $272,578 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $214,678 | $0 | $0 | $214,678 |
| Conferences and Meetings | $176,273 | $0 | $0 | $176,273 |
| Current Officers, Directors, Trustees, and Key Employees | $127,047 | $17,385 | $0 | $144,432 |
| Other Salaries and Wages | $100,943 | $5,680 | $0 | $106,623 |
| All Other Expenses | $76,465 | $3,177 | $0 | $79,642 |
| Advertising | $64,190 | $0 | $0 | $64,190 |
| Payroll Taxes | $20,562 | $961 | $0 | $21,523 |
| Fees for Services Accounting | $13,968 | $733 | $0 | $14,701 |
| Travel | $7,361 | $566 | $0 | $7,927 |
| Insurance | $5,000 | $1,745 | $0 | $6,745 |
| Office Expenses | $262 | $0 | $0 | $262 |
| Total Functional Expenses | $806,749 | $30,247 | $0 | $836,996 |
| 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”
“BANK CHARGES 254. 254.”
“Merchant credit card fees 20987. 20762. 225.”
“Cirriculum materials 2500. 2500.”
“Nps analysis exp 33095. 33095.”
“Online service fees 5919. 5180. 739.”
“Payroll service fees 1433. 1433.”
“Cyber security expense 3825. 3825.”
“Postage & delivery 133. 133.”
“Taxes & licenses 393. 393.”
“Website expense 11103. 11103.”
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 | 9102 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 4350 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 99420 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 129791 |
| 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/FundraisingAmt | 0 | 0 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 64190 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 64190 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3177 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 76465 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 79642 |
| 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 | 132326 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 61096 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 17385 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 127047 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 144432 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 176273 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 176273 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 122464 |
| 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 | 15 |
| IRS990/CYOtherExpensesAmt | 0 | 564418 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 832441 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -4540 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 272578 |
| IRS990/CYTotalExpensesAmt | 0 | 836996 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 832456 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 106814 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 143121 |
| 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 INSIGHT 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/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 733 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 13968 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 14701 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 214678 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 214678 |
| 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 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| 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/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 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/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | 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/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LISA A LINDSAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROSS BUCHMUELLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JAMES P KANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | GARY J PASTERNACK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SUSAN OGRODNIK SMITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ROBERT COURTMANCHE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | WILLIAM GATEWOOD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | FRANCES OBRIEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | KIMBERLEE CONNELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | BRYANT KOLLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | PATRICIA LEBON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | PATIENCE MARMER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | JASON OTT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | MARY RUSSELL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 144432 |
| 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/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 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/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | PRESIDENT & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | 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/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | 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 | 14 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 832456 |
| 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/FundraisingAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1745 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 5000 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 6745 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 15 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LoanOutstandingInd | 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 PROVIDED TO THE HIGH NET WORTH INSURANCE CONSUMER THROUGH EDUCATION AND INCREASED AWARENESS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 161115 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 156575 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 262 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 262 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 5680 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 100943 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 106623 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 961 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 20562 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 21523 |
| 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/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 3 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 4 | 0 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 181016 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 50000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 192090 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 403672 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 5663 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 3 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 4 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | THE CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (CPRIA) CERTIFICATE IS AN ONLINE CERTIFICATION PROGRAM SPECIFICALLY DEVELOPED FOR PROFESSIONALS IN 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 OVER 400 PARTICIPANTS AND OVER 500 GRADUATES. THE ADVANCED CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (ACPRIA) CERTIFICATION WAS LAUCNED IN NOVEMBER OF 2018 AND HAS 30 PARTICIPANTS. THE ACPRIA PROGRAM PROVIDES AN OPPORTUNITY TO FURTHER PARTICIPANTS KNOWLEDFE AND RAISE THEIR PROFESSIONAL PROFILE THROUGH A THOUGH LEADERSHIP PROGRAM COMPRISED OF PEER GROUP COLLABORATION AND INDIVIDUAL RESEARCH. DEVELOPMENT OF THE INTRODUCTION TO FAMILY OFFICE RISK MANAGEMENT WAS DEVELOPED FOR LAUNCH IN JUNE 2019. |
| 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 2018 MARKED THE 5TH ANNUAL SUMMIT. SUMMIT ATTENDANCE HAS INCREASED YEAR OVER YEAR. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 10 |
| IRS990/PYOtherExpensesAmt | 0 | 495981 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 755769 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 38806 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 220992 |
| IRS990/PYTotalExpensesAmt | 0 | 716973 |
| IRS990/PYTotalRevenueAmt | 0 | 755779 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -4540 |
| 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 | 161115 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 156575 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 40285 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 108159 |
| 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 | BANK CHARGES 254. 254. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | MERCHANT CREDIT CARD FEES 20987. 20762. 225. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CIRRICULUM MATERIALS 2500. 2500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | NPS ANALYSIS EXP 33095. 33095. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ONLINE SERVICE FEES 5919. 5180. 739. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | PAYROLL SERVICE FEES 1433. 1433. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | CYBER SECURITY EXPENSE 3825. 3825. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | POSTAGE & DELIVERY 133. 133. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | TAXES & LICENSES 393. 393. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | WEBSITE EXPENSE 11103. 11103. |
| 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 |
| 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 | 277031 |
| IRS990/TotalAssetsEOYAmt | 0 | 304046 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 277031 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 304046 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 30247 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 806749 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 836996 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 115916 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 147471 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 115916 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 147471 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 161115 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 156575 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 832441 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 144432 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 832456 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 832456 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 13 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 277031 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 304046 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/FundraisingAmt | 0 | 0 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 566 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 7361 |
| IRS990/TravelGrp/TotalAmt | 0 | 7927 |
| 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 | 14 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| 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 | 2019-05-08 |
| 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 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.