philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Professional Liability Defense Federation FY2021 filing

Not tax-deductible

Rochester, IL501(c)(6)Community Development EIN 27-0850021Revenue $73K in FY2021Latest return filed Feb 23, 2026

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

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $100 a year.

How does your 990 look to donors? Take the 10-Question Audit

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.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 27-0850021) · Dispute this line
501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
45¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
45%
of spending
45% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
16.2 mo
of spending, in cash
16.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$51K
46% of total assets
Liabilities are 46% of assets.
Pt X · Ln 26
Independent board members
15
of 15 voting members
15 of 15 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
$73K
Spent
$78K
To programs
45%
Net assets
$60K
By yearFY2021–FY2025
Revenue
$73K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$73K
FY2022$173K
FY2023$184K
FY2024$211K
FY2025$209K
Expenses
$78K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$78K
FY2022Not on file
FY2023Not on file
FY2024$185K
FY2025$201K
Net assets
$60K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$60K
FY2022$86K
FY2023$91K
FY2024$117K
FY2025$125K

From the FY2021 Form 990 (year ending June 2021) · see the original

Visit site Support Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

45 cents of each dollar spent went to programs.

Program services 45% · $36K

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

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Andrew R Jones ESQ.
President-Elect
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 2No
  • 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

Tap to ask. Professional Liability Defense Federation sees how many people are interested.

Your first name shows with your question. Professional Liability Defense Federation answers here, for everyone.

1 program · $36K · in their own filed words · FY2020
01

To accomplish its mission, PLDF organized and led an annual meeting and CLE/CEU presentation in Chicago attended by 140 PLDF members and non-members, and received CLE credit in every state that was applied to.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 27-0850021) · Dispute this line
$36Kprogram expense

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$73K
Ln 12
Fees for servicesLn 2g$67K
Gifts and grantsLn 1h$6K
Investment incomeLn 3$94
Money outPt IX
$78K
Ln 25
Programscol B$36K
Owns and owesPt X
$60K
net assets · Ln 32
Cash and savingsLn 1–2$106K
Total assetsLn 16$111K
LiabilitiesLn 26$51K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6K
Fees for servicesLn 2g$67K
Investment incomeLn 3$94
Total revenueLn 12$73K
Assets in detailPt X, end of year
CashLn 1$99K
SavingsLn 2$8K
Cash and savings togetherLn 1–2$106K
Prepaid expenses and deferred chargesLn 9$5K
Total assetsLn 16$111K
LiabilitiesLn 26$51K
Net assetsLn 32$60K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$66K$106K
Total assetsLn 16$66K$111K
LiabilitiesLn 26$0$51K
Net assetsLn 32$66K$60K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$55K
Accounting feesLn 11c$515
Office expensesLn 13$310
Information technologyLn 14$7K
Conferences, conventions and meetingsLn 19$3K
InsuranceLn 23$2K
Other expenses (24a–d)Ln 24$11K
All other expensesLn 24e$391
Total functional expensesLn 25$78K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled 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
FY2021 ViewingFiled 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 FY2021 990
Part I · Summary $72,884 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $812$5,750
I-9 Program service revenuePrior year $164,969$67,040
I-10 Investment incomePrior year $121$94
I-11 Other revenuePrior year $7,714$0
I-12 Total revenuePrior year $173,616$72,884
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 $174,933$78,464
I-18 Total expensesPrior year $174,933$78,464
I-19 Revenue less expensesPrior year −$1,317−$5,580
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $72,884 across 5 lines filed
VIII-1f All other contributions, gifts and grants$5,750
VIII-1h Total contributions, gifts and grants$5,750
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $67,040$67,040
VIII-3 Investment incomeExcluded from tax $94$94
VIII-12 Total revenueRelated to mission $67,040 · Unrelated business $0 · Excluded from tax $94$72,884
Part IX · Statement of functional expenses $78,464 across 8 lines filed
IX-11a Management fees$55,000
IX-11c Accounting fees$515
IX-13 Office expenses$310
IX-14 Information technology$6,831
IX-19 Conferences, conventions and meetings$2,956
IX-23 Insurance$1,946
IX-24 Other expenses (24a–d)$10,515
IX-24e All other expenses$391
IX-25 Total functional expenses$78,464
Part X · Balance sheet $111,005 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $65,603$98,641
X-2 Savings and temporary cash investments$7,502
X-9 Prepaid expenses and deferred charges$4,862
X-16 Total assetsStart of year $65,603$111,005
X-19 Deferred revenue$50,982
X-26 Total liabilitiesStart of year $0$50,982
X-27 Net assets without donor restrictionsStart of year $65,603$60,023
X-32 Total net assets or fund balancesStart of year $65,603$60,023
X-33 Total liabilities and net assetsStart of year $65,603$111,005
Part XI · Reconciliation of net assets $60,023 net assets at year end
XI-1 Total revenue$72,884
XI-2 Total expenses$78,464
XI-3 Revenue less expenses−$5,580
XI-4 Net assets at start of year$65,603
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$60,023

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.