Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Liabilities / Revenue
53rd percentile
Higher debt load relative to revenue than 53% of similar nonprofits.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
63rd percentile
Higher top officer pay than 63% of similar nonprofits.
Top officer pay equals 16.7% of source-year revenue.
Asset Growth
74th percentile
Faster asset growth than 74% of similar nonprofits.
Revenue Growth
72nd percentile
Faster revenue growth than 72% of similar nonprofits.
Assets
Up$722,582
Up $137,731 (+24%) from 2020
Net Assets
Up$495,299
Up $107,591 (+28%) from 2020
Liabilities
Up$227,283
Up $30,140 (+15%) from 2020
Revenue
Up$1,050,212
Up $214,561 (+26%) from 2020
Expenses
Up$886,371
Up $195,031 (+28%) from 2020
Net Income
Up$163,841
Up $19,530 (+14%) from 2020
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 | $382,708 | $495,299 | ▲ $112,591 |
| Savings and Temporary Cash Investments | $200,023 | $319,525 | ▲ $119,502 |
| Cash and Non-Interest-Bearing Accounts | $208,183 | $273,278 | ▲ $65,095 |
| Accounts Receivable | $120,395 | $129,779 | ▲ $9,384 |
| Prepaid Expenses and Deferred Charges | $51,250 | - | - |
| Total Assets | $579,851 | $722,582 | ▲ $142,731 |
| Liabilities | |||
| Deferred Revenue | $197,143 | $227,283 | ▲ $30,140 |
| Total Liabilities | $197,143 | $227,283 | ▲ $30,140 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $382,708 | $495,299 | ▲ $112,591 |
| Total Liabilities and Net Assets / Fund Balance | $579,851 | $722,582 | ▲ $142,731 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lisa a Lindsay | Executive Director & Trustee | FT | $175,000 | - | $175,000 |
| Lisa a Lindsay | - | - | $150,000 | $25,000 | $175,000 |
| Name | Title |
|---|---|
| James P Kane | Former President & Trustee |
| Jason Ott | President & Trustee |
| Bryant Kolle | Secretary & Trustee |
| Charles Williamson | Trustee |
| Frances Obrien | Trustee |
| Gary J Pasternack | Trustee |
| Jerry Hourihan | Trustee |
| Kathleen Zortman | Trustee |
| Kaye Gitibin | Trustee |
| Kimberlee Connell | Trustee |
| Latanya Simmons | Trustee |
| Mary Russell | Trustee |
| Robert Courtmanche | Trustee |
| Will Van Den Heuvel | Trustee |
| William Gatewood | Trustee & Treasurer |
| Max | Gilman |
| Line Item | Amount |
|---|---|
| Other Expenses | $525,441 |
| Salaries, Compensation, and Employee Benefits | $337,240 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $231,926 | $0 | $0 | $231,926 |
| Current Officers, Directors, Trustees, and Key Employees | $166,250 | $8,750 | $0 | $175,000 |
| Information Technology | $149,566 | $0 | $0 | $149,566 |
| Comp Disqual Persons | $125,305 | $6,595 | $0 | $131,900 |
| Advertising | $83,812 | $0 | $0 | $83,812 |
| Benefits to Members | $23,690 | - | - | $23,690 |
| Payroll Taxes | $18,577 | $1,715 | $0 | $20,292 |
| Fees for Services Accounting | $14,266 | $709 | $0 | $14,975 |
| Pension Plan Contributions | $8,519 | $1,529 | $0 | $10,048 |
| Insurance | $985 | $6,235 | $0 | $7,220 |
| Fees for Services Other | $4,779 | $0 | $0 | $4,779 |
| Office Expenses | $3,222 | $0 | $0 | $3,222 |
| Travel | $1,485 | $0 | $0 | $1,485 |
| Other Expenses | $0 | $0 | $0 | $160 |
| Fees for Services Legal | $0 | $125 | $0 | $125 |
| Total Functional Expenses | $832,382 | $25,658 | $0 | $886,371 |
| 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”
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/AccountsReceivableGrp/BOYAmt | 0 | 120395 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 129779 |
| 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 | 83812 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 83812 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 23690 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 23690 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LISA A BROWN EA |
| 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/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 208183 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 273278 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 8750 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 166250 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 175000 |
| IRS990/CompDisqualPersonsGrp/FundraisingAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt | 0 | 6595 |
| IRS990/CompDisqualPersonsGrp/ProgramServicesAmt | 0 | 125305 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 131900 |
| 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 | 231926 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 231926 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 23690 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 57 |
| IRS990/CYOtherExpensesAmt | 0 | 525441 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1050155 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 163841 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 337240 |
| IRS990/CYTotalExpensesAmt | 0 | 886371 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1050212 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 197143 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 227283 |
| 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 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 DAY-TO-DAY 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 |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 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 | 709 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 14266 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 14975 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 125 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 125 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 4779 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 4779 |
| 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 | 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 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 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/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | 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/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LISA A LINDSAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | WILL VAN DEN HEUVEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JAMES P KANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | GARY J PASTERNACK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KATHLEEN ZORTMAN |
| 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 | MAX |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | KAYE GITIBIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | JASON OTT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | MARY RUSSELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | JERRY HOURIHAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | CHARLES WILLIAMSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | LATANYA SIMMONS |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 175000 |
| 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/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 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/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | FORMER PRESIDENT & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE & TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | SECRETARY & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | GILMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | PRESIDENT & TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | 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 | 17 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 1050212 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 17 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 149566 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 149566 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 6235 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 985 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7220 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 57 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 13150 |
| 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 | 382708 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 495299 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 3222 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3222 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | BANK FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | MERCHANT CARD FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | PAYROLL FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | TEMP HELP |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 226 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 25437 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2508 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 160 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1715 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 18577 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 20292 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 1529 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 8519 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 10048 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 51250 |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | LISA A LINDSAY |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | -51250 |
| 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 | ACADEMY EDUCATION REVENUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | NON-DUES REVENUES |
| 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 | 280633 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 212000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 165125 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 365811 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 7765 |
| 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 | PRMA 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 TWO-YEAR PROGRAM PROVIDES AN OPPORTUNITY TO FURTHER PARTICIPANTS KNOWLEDGE AND RAISE THEIR PROFESSIONAL PROFILE. IN ADDITION TO THE CERTIFICATION COURSES THE ACADEMY OFFERS TWO ON-DEMAND 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 |
| 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 2021 MARKED THE 8TH ANNUAL SUMMIT. SUMMIT ATTENDANCE HAS CONTINUED TO INCREASE YEAR OVER YEAR. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 22800 |
| IRS990/PYInvestmentIncomeAmt | 0 | 24 |
| IRS990/PYOtherExpensesAmt | 0 | 372497 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 835627 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 144311 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 296043 |
| IRS990/PYTotalExpensesAmt | 0 | 691340 |
| IRS990/PYTotalRevenueAmt | 0 | 835651 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 163841 |
| 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 | 382708 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 495299 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 200023 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 319525 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 150000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 25000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | LISA A LINDSAY |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 175000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 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/FormAndLineReferenceDesc | 0 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 7a |
| 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/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 579851 |
| IRS990/TotalAssetsEOYAmt | 0 | 722582 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 579851 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 722582 |
| IRS990/TotalCompGreaterThan150KInd | 0 | true |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 25658 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 832382 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 886371 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 197143 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 227283 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 197143 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 227283 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 382708 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 495299 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt | 0 | 18821 |
| IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.