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Professional Liability Defense Federation

Not tax-deductible

Rochester, IL501(c)(6)Community Development EIN 27-0850021Revenue $209K in FY2025Latest return filed Feb 23, 2026

On file with the IRSpldf.orgRochester, ILTax-exempt since Jan 2012

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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.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
100¢ of each $1 spent went to programs.
Run by 15 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $10K a year · 6% of revenue · last 3 filings
A surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
100%
of spending
100% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
8.0 mo
of spending, in cash
8.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$58K
32% of total assets
Liabilities are 32% of assets.
Pt X · Ln 26
Independent board members
16
of 16 voting members
16 of 16 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$209K
-0.8% vs prior year
Spent
$201K
To programs
100%
Net assets
$125K
By yearFY2021–FY2025
Revenue
$209K
FY2025▼ -0.8%
Tap a bar for its year
Revenue by fiscal year
FY2021$73K
FY2022$173K
FY2023$184K
FY2024$211K
FY2025$209K
Expenses
$201K
FY2025▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2021$78K
FY2022Not on file
FY2023Not on file
FY2024$185K
FY2025$201K
Net assets
$125K
FY2025▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2021$60K
FY2022$86K
FY2023$91K
FY2024$117K
FY2025$125K

From the FY2025 Form 990 (year ending June 2025) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $201K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Megan H Zurn
President-Elect
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
James Hunter
Director
$0Pt VII · Sec A
Jeff Brien
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Professional Liability Defense Federation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects legal and risk professionals to share expertise for defending professional liability claims.

Questions for Professional Liability Defense Federation

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1 program · $201K · in their own filed words · FY2024
01

To accomplish its mission, PLDF organized and led an annual meeting and CLE/CEU presentation in Atlanta attended by 150 PLDF members and non-members, and received CLE credit in every state that was applied to.

$201Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$209K
Ln 12
Fees for servicesLn 2g$190K
Gifts and grantsLn 1h$13K
Investment incomeLn 3$6K
Money outPt IX
$201K
Ln 25
Programscol B$201K
Owns and owesPt X
$125K
net assets · Ln 32
Cash and savingsLn 1–2$134K
Total assetsLn 16$182K
LiabilitiesLn 26$58K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$13K
Fees for servicesLn 2g$190K
Investment incomeLn 3$6K
Other incomeLn 4–11$625
Total revenueLn 12$209K
Assets in detailPt X, end of year
CashLn 1$74K
SavingsLn 2$60K
Cash and savings togetherLn 1–2$134K
Prepaid expenses and deferred chargesLn 9$48K
Total assetsLn 16$182K
LiabilitiesLn 26$58K
Net assetsLn 32$125K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$163K$134K
Total assetsLn 16$190K$182K
LiabilitiesLn 26$73K$58K
Net assetsLn 32$117K$125K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$63K
Legal feesLn 11b$652
Advertising and promotionLn 12$90
Office expensesLn 13$709
Conferences, conventions and meetingsLn 19$100K
InsuranceLn 23$2K
Other expenses (24a–d)Ln 24$31K
All other expensesLn 24e$4K
Total functional expensesLn 25$201K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Feb 23, 2026 $209K$201K$8K$125K 990 PDF
FY2024Filed with the IRS Feb 3, 2025 $211K$185K$26K$117K 990 PDF
FY2023Filed with the IRS Feb 28, 2024 $184K$91K 990 PDF
FY2022Filed with the IRS Jan 30, 2023 $173K$86K 990 PDF
FY2021Filed with the IRS Jan 31, 2022 $73K$78K−$6K$60K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $209,332 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,049$12,829
I-9 Program service revenuePrior year $204,024$189,864
I-10 Investment incomePrior year $1,741$6,014
I-11 Other revenuePrior year $250$625
I-12 Total revenuePrior year $211,064$209,332
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $184,983$201,303
I-18 Total expensesPrior year $184,983$201,303
I-19 Revenue less expensesPrior year $26,081$8,029
Part VI · Governance 16 of 16 board members independent, 3 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $209,332 across 6 lines filed
VIII-1f All other contributions, gifts and grants$12,829
VIII-1h Total contributions, gifts and grants$12,829
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $189,864$189,864
VIII-3 Investment incomeExcluded from tax $6,014$6,014
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $625$625
VIII-12 Total revenueRelated to mission $189,864 · Unrelated business $625 · Excluded from tax $6,014$209,332
Part IX · Statement of functional expenses $201,303 across 8 lines filed
IX-11a Management fees$62,708
IX-11b Legal fees$652
IX-12 Advertising and promotion$90
IX-13 Office expenses$709
IX-19 Conferences, conventions and meetings$100,467
IX-23 Insurance$2,112
IX-24 Other expenses (24a–d)$30,667
IX-24e All other expenses$3,898
IX-25 Total functional expenses$201,303
Part X · Balance sheet $182,385 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $105,491$73,839
X-2 Savings and temporary cash investmentsStart of year $57,653$60,324
X-9 Prepaid expenses and deferred chargesStart of year $26,710$48,222
X-16 Total assetsStart of year $189,854$182,385
X-19 Deferred revenueStart of year $73,039$57,541
X-26 Total liabilitiesStart of year $73,039$57,541
X-28 Net assets with donor restrictionsStart of year $116,815$124,844
X-32 Total net assets or fund balancesStart of year $116,815$124,844
X-33 Total liabilities and net assetsStart of year $189,854$182,385
Part XI · Reconciliation of net assets $124,844 net assets at year end
XI-1 Total revenue$209,332
XI-2 Total expenses$201,303
XI-3 Revenue less expenses$8,029
XI-4 Net assets at start of year$116,815
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$124,844

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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