Civic Intelligence

Piedmont Liability Trust

990 • Fiscal year 2024 • EIN 54-6280083

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 19, 2025

Organization ProfileN/A

View Organization Page

1020 Ednam Center 100Charlottesville, VA 22903

(434) 296-2100

Siviq Scores

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

Liabilities / Assets

85th percentile

0.75x

Higher debt load relative to assets than 85% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

6.32x

Higher debt load relative to revenue than 95% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$670,933

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$97,858,593

Up $12,863,484 (+15%) from 2023

Net Assets

Up

$24,354,126

Up $13,906,590 (+133%) from 2023

Liabilities

Down

$73,504,467

Down $1,043,106 (-1.4%) from 2023

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin93rd percentile

Revenue

Up

$11,639,538

Up $1,702,238 (+17%) from 2023

Expenses

Up

$4,330,011

Up $1,642,009 (+61%) from 2023

Net Income

Up

$7,309,527

Up $60,229 (+0.8%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$150M$100M$50M$0Assets 2011: $60,740,434Liabilities 2011: $51,393,146Net Assets 2011: $9,347,2882011Assets 2012: $59,474,746Liabilities 2012: $51,202,022Net Assets 2012: $8,272,7242012Assets 2013: $61,357,191Liabilities 2013: $52,514,392Net Assets 2013: $8,842,7992013Assets 2014: $66,618,417Liabilities 2014: $57,042,971Net Assets 2014: $9,575,4462014Assets 2015: $66,695,203Liabilities 2015: $59,061,451Net Assets 2015: $7,633,7522015Assets 2016: $63,940,779Liabilities 2016: $59,998,487Net Assets 2016: $3,942,2922016Assets 2017: $67,059,341Liabilities 2017: $65,165,918Net Assets 2017: $1,893,4232017Assets 2018: $68,376,241Liabilities 2018: $66,151,464Net Assets 2018: $2,224,7772018Assets 2019: $72,086,173Liabilities 2019: $71,605,407Net Assets 2019: $480,7662019Assets 2020: $73,442,059Liabilities 2020: $71,920,980Net Assets 2020: $1,521,0792020Assets 2021: $84,612,147Liabilities 2021: $76,402,021Net Assets 2021: $8,210,1262021Assets 2022: $77,604,181Liabilities 2022: $77,133,183Net Assets 2022: $470,9982022Assets 2023: $84,995,109Liabilities 2023: $74,547,573Net Assets 2023: $10,447,5362023Assets 2024: $97,858,593Liabilities 2024: $73,504,467Net Assets 2024: $24,354,1262024Assets 2025: $107,835,895Liabilities 2025: $72,895,895Net Assets 2025: $34,940,0002025

Highlighted filing

2024

Assets$97,858,593
Liabilities$73,504,467
Net Assets$24,354,126
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,291,9492011Expenses 2012: $7,832,8012012Expenses 2013: $6,503,9152013Revenue 2014: $6,917,486Expenses 2014: $8,804,771Net Income 2014: -$1,887,2852014Revenue 2015: $8,476,843Expenses 2015: $8,564,820Net Income 2015: -$87,9772015Revenue 2016: $4,225,214Expenses 2016: $8,783,933Net Income 2016: -$4,558,7192016Revenue 2017: $8,924,478Expenses 2017: $9,934,003Net Income 2017: -$1,009,5252017Revenue 2018: $7,475,530Expenses 2018: $7,791,455Net Income 2018: -$315,9252018Revenue 2019: $7,442,836Expenses 2019: $10,504,691Net Income 2019: -$3,061,8552019Revenue 2020: $8,213,885Expenses 2020: $7,172,580Net Income 2020: $1,041,3052020Revenue 2021: $9,240,734Expenses 2021: $10,140,328Net Income 2021: -$899,5942021Revenue 2022: $9,580,879Expenses 2022: $7,076,241Net Income 2022: $2,504,6382022Revenue 2023: $9,937,300Expenses 2023: $2,688,002Net Income 2023: $7,249,2982023Revenue 2024: $11,639,538Expenses 2024: $4,330,011Net Income 2024: $7,309,5272024Revenue 2025: $11,071,703Expenses 2025: $6,009,799Net Income 2025: $5,061,9042025

Highlighted filing

2024

Revenue$11,639,538
Expenses$4,330,011
Net Income$7,309,527
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 19, 2025
Return Version
2023v6.0
Gross Receipts
$22,525,986
Mission and Program Overview

Mission

The organization was formed to accumulate and hold funds for use in satisfying medical professional liability claims against the university of virginia physicians' group and covered clinicians of university of virginia health, uva community health medical group, llc, and community medicine university of virginia, llc.

The organization was formed to accumulate and hold funds for use in satisfying medical professional liability claims against the university of virginia physicians' group and covered clinicians of university of virginia health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$77,848,610$90,195,042▲ $12,346,432
Savings and Temporary Cash Investments$6,146,404$6,547,037▲ $400,633
Land, Buildings, and Equipment, Net$589,376$584,987▼ $4,389
Prepaid Expenses and Deferred Charges$101,775$104,655▲ $2,880
Cash and Non-Interest-Bearing Accounts$1,956$5,191▲ $3,235
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$84,995,109$97,858,593▲ $12,863,484
Other Assets Total$306,988$421,681▲ $114,693
Liabilities
Other Liabilities$74,503,711$73,474,577▼ $1,029,134
Accounts Payable and Accrued Expenses$43,862$28,840▼ $15,022
Deferred Revenue-$1,050-
Total Liabilities$74,547,573$73,504,467▼ $1,043,106
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,447,536$24,354,126▲ $13,906,590
Total Net Assets Fund Balance$10,447,536$24,354,126▲ $13,906,590
Total Liabilities and Net Assets / Fund Balance$84,995,109$97,858,593▲ $12,863,484

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$286,964$910,943$1,197,907
Equipment$39,176$256,915$296,091
Land$258,847-$258,847
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce D Gehle JdCEO starting 7/1/23FT$545,898$125,035$670,933
Rebecca W West Jd EsqCEO Thru 6/30/23FT$458,980$155,640$614,620
Richard O WhiteCOO & General CounselFT$265,600$59,786$325,386
Lance D FrasierManager of Finance & OperationsFT$210,000$48,285$258,285
Rachel DG Horvath JDClaims & Litigation CounselFT$150,214$15,385$165,599

Board Members and Trustees

NameTitle
Mark E Shaffrey MdDirector/chairman
James W Howell JdDirector/vice-chair
Andrew Southerland MdDirector
Christopher P Holstege MdDirector
Christopher a Moskaluk MdDirector
Donald R MorinDirector
J Scott Just Md Mba FacepDirector
James E SmithDirector
James M Larner MdDirector
Margaret Tracci MdDirector
Megan J Bray MdDirector
Mitchell H Rosner MdDirector
Paola a Gehrig MdDirector
Peter T Hallowell MdDirector
Stephen S Park MdDirector
Scott a Syverud MdDirector/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Timberlake Smith Thomas & Moses PCLegal ServicesPO Box 108, Staunton, VA 24402$302,845
Mitchell & Simopoulos PLLCLegal Services912 Princess Anne St, Fredericksburg, VA 22401$149,092
Goodman Allen DonnellyLegal ServicesPO Box 29910, Richmond, VA 23242$147,929
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,520,426
Investment Income
$3,138,041
Other Revenue
$-18,929
Change in Net Assets
$7,309,527

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,511,739
Revenue Not Reported on Financial Statements
$127,799
Revenue Not Reported on Form 990
$6,597,063
Other Revenue Adjustments
$-35,965
Total Revenue per Audited Statements
$18,108,802
Total Revenue per Form 990
$11,639,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,362,102
Salaries, Compensation, and Employee Benefits$1,967,909
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$1,145,022-$1,145,022
Other Salaries and Wages$431,649$218,169-$649,818
Fees for Service Investment Mgmnt Fees-$179,255-$179,255
Fees for Services Other$85,795$0$0$85,795
Payroll Taxes$28,426$50,169-$78,595
Pension Plan Contributions$46,874$9,888-$56,762
Depreciation Depletion-$51,353-$51,353
Office Expenses$38,018$3,696-$41,714
Other Employee Benefits$30,726$6,986-$37,712
Fees for Services Accounting-$37,100-$37,100
Conferences and Meetings$6,396$10,670-$17,066
Insurance$7,673$8,412-$16,085
Travel$4,270$6,193-$10,463
Other Expenses$1,333$79,231-$1,333
Total Functional Expenses$2,523,867$1,806,144$0$4,330,011

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,330,011
Total Expenses per Audited Statements$4,202,212
Expenses per Audited Statements$4,166,247
Expenses Not Reported on Financial Statements$163,764
Expenses Not Reported on Form 990$35,965
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Losses and Loss Adjustment Expenses$73,474,577
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“Prior to its filing, the organization's 990 is reviewed by management.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“The compensation of the organization's CEO is determined on an annual basis by the Compensation Committee, which is a subcommittee of the Board of Directors. To aid in their decision, the Compensation Committee is provided with portions of the MPL Association's annual compensation survey.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization's documents are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Piedmont Liability Trust
EIN
54-6280083
Phone
4342962100
Address
1020 EDNAM CENTER 100, CHARLOTTESVILLE, VA 22903

Signing Officer

Name
Bruce D Gehle
Title
CEO/trustee
Signed
2025-02-19
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
9
Volunteers
16

Preparer

Firm
Forvis Mazars LLP
Address
120 E Palmetto Park Road Suite 403, Boca Raton, FL 33432
Preparer
April Arnold
Phone
5612991820
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The executive committee assumes responsibility for oversight of the audit. Auditors report audit results and findings to the executive committee each year. Selection of an independent accountant is made by the executive committee each year at one of the scheduled meetings.”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The Trust is exempt from federal and state income taxes under Internal Revenue Code, Section 501(c)(3) and the tax statutes of the Commonwealth of Virginia. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The Trust has determined that there are no material unrecognized tax benefits or obligations as of June 30, 2024 and 2023.”

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

“Rental expenses - -23529 loss on disposal of fixed assets - -12436”

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

“Rental expenses - 23529 loss on disposal of fixed assets - 12436”

Raw XML AppendixShowing 400 of 704 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES W HOWELL JD
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO starting 7/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt17COO & General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt18MANAGER OF FINANCE & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt19Claims & Litigation Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt20CEO THRU 6/30/23
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IRS990/MissionDesc0THE ORGANIZATION WAS FORMED TO ACCUMULATE AND HOLD FUNDS FOR USE IN SATISFYING MEDICAL PROFESSIONAL LIABILITY CLAIMS AGAINST THE UNIVERSITY OF VIRGINIA PHYSICIANS' GROUP AND COVERED CLINICIANS OF UNIVERSITY OF VIRGINIA HEALTH.
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,858,593
Liabilities
$73,504,467
Net assets
$24,354,126
Revenue
$11,639,538
Expenses
$4,330,011
Net income
$7,309,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$108$72.9$34.9$11.1$6.01$5.06
2024Detailed filing. Detailed filing data is available for this year.$97.9$73.5$24.4$11.6$4.33$7.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.0$74.5$10.4$9.94$2.69$7.25
2022Detailed filing. Detailed filing data is available for this year.$77.6$77.1$0.47$9.58$7.08$2.50
2021Detailed filing. Detailed filing data is available for this year.$84.6$76.4$8.21$9.24$10.1$0.90
2020Detailed filing. Detailed filing data is available for this year.$73.4$71.9$1.52$8.21$7.17$1.04
2019Detailed filing. Detailed filing data is available for this year.$72.1$71.6$0.48$7.44$10.5$3.06
2018Detailed filing. Detailed filing data is available for this year.$68.4$66.2$2.22$7.48$7.79$0.32
2017Detailed filing. Detailed filing data is available for this year.$67.1$65.2$1.89$8.92$9.93$1.01
2016Detailed filing. Detailed filing data is available for this year.$63.9$60.0$3.94$4.23$8.78$4.56
2015Detailed filing. Detailed filing data is available for this year.$66.7$59.1$7.63$8.48$8.56$0.09
2014Detailed filing. Detailed filing data is available for this year.$66.6$57.0$9.58$6.92$8.80$1.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.4$52.5$8.84$6.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.5$51.2$8.27$7.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.7$51.4$9.35$5.29