Totals
- Total revenue
- $337,991
- Total expenses
- $242,193
- Contributions and grants received
- $271,082
- Grants paid
- $56,000
- Program service revenue
- $19,850
- Investment income
- $67,851
- Other revenue
- -$20,792
- Total assets, end of year
- $1,512,054
- Total liabilities, end of year
- $2,795
- Net assets or fund balances, end of year
- $1,509,259
- Program services expenses (Part IX)
- $213,575
- Management and general expenses
- $27,818
- Fundraising expenses
- $800
- Program service expenses (Part III)
- $213,575
Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$90,871
-
1f · All other contributions, gifts and grants
$180,211
-
2a · Program service revenue: PROGRAMS
total $19,850 · related or exempt $19,850
-
3 · Investment income
total $34,625 · excluded $34,625
-
7a · Gross sales of assets other than inventory
securities $242,949
-
7b · Less cost or other basis and sales expenses
securities $209,723
-
7c · Gain or loss
securities $33,226
-
7d · Net gain or loss
total $33,226 · excluded $33,226
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$90,871
-
8b · Fundraising events: direct expenses
$20,792
-
8c · Net income from fundraising events
total -$20,792 · excluded -$20,792
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $56,000 · program services $56,000
-
11f · Fees: investment management
total $8,624 · management and general $8,624
-
13 · Office expenses
total $6,121 · management and general $5,321 · fundraising $800
-
14 · Information technology
total $7,412 · management and general $7,412
-
19 · Conferences, conventions and meetings
total $3,961 · management and general $3,961
-
24a · Other expenses: DIVERSITY & MENTORING P
total $100,976 · program services $100,976
-
24b · Other expenses: WOMEN'S LEADERSHIP PROG
total $55,808 · program services $55,808
-
24c · Other expenses: CREDIT LOSS EXPENSE
total $2,500 · management and general $2,500
-
24d · Other expenses: CONFERENCE CAUSE
total $635 · program services $635
-
24e · All other expenses
total $156 · program services $156
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $119,599 · end of year $86,488
-
2 · Savings and temporary cash investments
beginning of year $79,026 · end of year $38,729
-
3 · Pledges and grants receivable
beginning of year $6,000 · end of year $0
-
4 · Accounts receivable
beginning of year $10,949 · end of year $17,798
-
9 · Prepaid expenses and deferred charges
beginning of year $8,916 · end of year $9,478
-
11 · Investments: publicly traded securities
beginning of year $1,236,290 · end of year $1,359,561
-
17 · Accounts payable and accrued expenses
beginning of year $116,826 · end of year $2,795
-
19 · Deferred revenue
beginning of year $4,250 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,328,888 · end of year $1,498,443
-
28 · Net assets with donor restrictions
beginning of year $10,816 · end of year $10,816
Mission and programs · 2025
Mission
THE PLUS FOUNDATION SUPPORTS TOMORROW'S DIVERSE PROFESSIONAL LIABILITY WORKFORCE THROUGH OUTREACH, EDUCATION, MENTORING AND GIVING BACK.
-
CHAPTER ALLY GRANTS: FIVE PLUS CHAPTERS WERE AWARDED A TOTAL OF $25,000 IN ALLY GRANTS TO SUPPORT LOCAL CHARITIES THAT ADDRESS THE NEEDS OF THOSE WHO FACE OBSTACLES TO SECURING A JOB OR ADVANCING IN THEIR CAREER THROUGHOUT THEIR LOCAL COMMUNITIES. CONFERENCE CAUSE: THE PLUS FOUNDATION BOARD OF DIRECTORS APPROVED A $23,000 BASE GRANT, AND $8,000 IN DONATIONS WERE COLLECTED FROM 70+ INDIVIDUALS, FOR A TOTAL CONFERENCE CAUSE GIFT OF $31,000 TO THE FRIENDS OF FISHER HOUSE ORLANDO TO BENEFIT THE FISHER HOUSE ORLANDO. WOMEN'S LEADERSHIP NETWORK: CREATES OPPORTUNITIES FOR WOMEN TO NETWORK, IMPROVE THEIR PROFESSIONAL SKILLS, AND LEARN FROM THE EXPERIENCE OF OTHER ACCOMPLISHED FEMALE LEADERS. IN 2025, 200+ WOMEN AND MEN ATTENDED 4 REGIONAL EVENTS; 350+ PEOPLE ATTENDED THE WLN/FOUNDATION LUNCHEON AT THE PLUS CONFERENCE IN ORLANDO. ADDITIONALLY, TWO WOMEN RECEIVED A $5,000 SCHOLARSHIP TO PURSUE LEADERSHIP EDUCATION IN 2026.
Expenses $213,575 · Grants $56,000 · Revenue $19,850
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Steven HankeSTEVEN HANKE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Michelle KleinMICHELLE KLEIN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Jahan CedenioJAHAN CEDENIO
SECRETARY / TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Chelsea LaingCHELSEA LAING
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Nancy AdamsNANCY ADAMS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Aneisha GoldsmithANEISHA GOLDSMITH
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Justin PsakiJUSTIN PSAKI
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Jaimie HunterJAIMIE HUNTER
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Clare McCarrickCLARE MCCARRICK
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Alex MurallesALEX MURALLES
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer OdrobinaJENNIFER ODROBINA
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Sarah GoldsteinSARAH GOLDSTEIN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Bhuma PatelBHUMA PATEL
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth StephensKENNETH STEPHENS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan VineJONATHAN VINE
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Robbie ThompsonROBBIE THOMPSON
CEO, PLUS
- Total calculated
- $371,150
- From this org
- $0
- From related orgs
- $331,007
- Other
- $40,143
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $320,190 related
- Bonus
- $0 + $10,817 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $40,143 related
- Filer's total
- $0 + $371,150 related
-
Nikki BakerNIKKI BAKER
EXEC.DIR, PLUS FOUNDATION
- Total calculated
- $99,695
- From this org
- $0
- From related orgs
- $90,781
- Other
- $8,914
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE CEO IS AN EMPLOYEE OF PROFESSIONAL LIABILITY UNDERWRITING SOCIETY (PLUS), A RELATED ORGANIZATION, THEREFORE HIS/HER COMPENSATION IS ESTABLISHED BY PLUS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
FRIENDS OF FISHER HOUSE ORLANDO
$31,000
CONFERENCE CAUSE
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PROFESSIONAL LIABILITY UNDERWRITING SOCIETY
501(C)(6) · EDUCATIONAL PROGRAMS AND SEMINARS · MN
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 19 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202631559349300208
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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