Professional Liability Defense Federation (EIN 270850021) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Megan Zurn

Phone

3092228947

Tax Period

2024-07-01 to 2025-06-30

Professional Liability Defense Federation, founded in 2012, is a micro nonprofit in the Community Improvement sector that reported $73K in total revenue in fiscal year 2020. Revenue fell 58% from the prior year — a significant decline worth monitoring.

Mission

The Professional Liability Defense Federation is a not-for-profit organization designed to bring together attorneys, claims professionals and risk managment specialists to share expertise and information helpful to the successful defense of professional liability claims.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,829

Program Service Revenue $189,864

Investment Income $6,014

Other Revenue $625

TOTAL REVENUE $209,332

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,303

Other Expenses $201,303

TOTAL EXPENSES $201,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,332	$211,064	0.0%
Expenses	$201,303	$184,983	+0.1%
Net Income	$8,029	$26,081	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter J Biging	President	2.00	Officer Director	$0	$0	$0
Megan H Zurn	President-Elect	2.00	Officer Director	$0	$0	$0
Michelle Arbitrio	Treasurer	2.00	Officer Director	$0	$0	$0
Andrew Carroll	Secretary	2.00	Officer Director	$0	$0	$0
Jennifer Faas	Director	2.00	Director	$0	$0	$0
James Hunter	Director	2.00	Director	$0	$0	$0
Jeff Brien	Director	2.00	Director	$0	$0	$0
Thomas D Jensen	Director	2.00	Director	$0	$0	$0
Julie Jorgensen	Director	2.00	Director	$0	$0	$0
Liset Saunders	Director	2.00	Director	$0	$0	$0
James Schu	Director	2.00	Director	$0	$0	$0
Andrew C Sayles	Director	2.00	Director	$0	$0	$0
Barbara Serafini	Director	2.00	Director	$0	$0	$0
Hannah Stone	Director	2.00	Director	$0	$0	$0
David C Anderson	Immediate Past President	2.00	Officer Director	$0	$0	$0
Nick Spano	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$209,332	$201,303	$182,385	$8,029
2024	$211,064	$184,983	$189,854	$26,081
2021	$72,884	$78,464	$111,005	$-5,580

Professional Liability Defense Federation