PROFESSIONAL LIABILITY UNDERWRITING SOCIETY (EIN 411605606) - 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

1986

Legal Domicile

Principal Officer

ROBBIE THOMPSON

Phone

9527462580

Tax Period

2023-01-01 to 2023-12-31

PROFESSIONAL LIABILITY UNDERWRITING SOCIETY, founded in 1986, is a community nonprofit that reported $7.7M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $7.1M left a modest 7% surplus.

Mission

TO BE THE GLOBAL COMMUNITY FOR THE PROFESSIONAL LIABILITY INSURANCE INDUSTRY

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,479,867

Investment Income $208,083

Other Revenue $0

TOTAL REVENUE $7,687,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,173,370

Fundraising Expenses $0

Other Expenses $4,955,812

TOTAL EXPENSES $7,129,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,687,950	$6,682,385	+0.2%
Expenses	$7,129,182	$6,193,364	+0.2%
Net Income	$558,768	$489,021	+0.1%

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

Volunteers

600

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

$322,685

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISON MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT PARISI	TRUSTEE	2.00	Director	$0	$0	$0
MAX CARTER	TRUSTEE	2.00	Director	$0	$0	$0
KIMBERLY MELVIN	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN ANGELO	TRUSTEE	2.00	Director	$0	$0	$0
JED SHEA	TRUSTEE	2.00	Director	$0	$0	$0
DEREK VAN DER VOORT	TRUSTEE	2.00	Director	$0	$0	$0
DEBORAH EGEL-FERGUS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID LEWISON	TRUSTEE	2.00	Director	$0	$0	$0
TODD GREELEY	TRUSTEE	2.00	Director	$0	$0	$0
JACQUELINE WATERS	SECRETARY - TREASURER	4.00	Officer Director	$0	$0	$0
JENNIFER O'NEILL	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
NICOLE SHETH	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
JAY KARP	PRESIDENT	5.00	Officer Director	$0	$0	$0
LA'VONDA MCLEAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBBIE THOMPSON	EXECUTIVE DIRECTOR	40.00	Officer	$288,781	$33,904	$322,685
DIANE DUKES	VP OF MEETINGS & EVENTS	40.00	Highest	$163,125	$13,768	$176,893
DAN JENNEY	VP OF STRATEGY & PROGRAMS	40.00	Highest	$180,084	$34,129	$214,213
SCOTT BILLEY	CHIEF OPERATING OFFICER	40.00	Highest	$193,412	$27,703	$221,115
ERIN STEPHENS	DEPUTY CHIEF OPERATING OFFICER	40.00	Highest	$126,498	$6,960	$133,458
AMY WENSTROM	DIRECTOR OF MARKETING & COMMUNICATION	40.00	Highest	$126,549	$6,880	$133,429

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
2024	No data	No data	No data	No data
2023	$7,687,950	$7,129,182	$9,613,868	$558,768
2022	$6,682,385	$6,193,364	$7,635,168	$489,021
2021	$4,853,702	$4,116,264	$7,512,109	$737,438
2020	$4,381,740	$4,283,638	$6,230,123	$98,102
2019	$5,685,963	$6,044,714	$6,084,003	$-358,751
2018	$6,159,727	$6,086,805	$6,053,122	$72,922

PROFESSIONAL LIABILITY UNDERWRITING SOCIETY