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PROFESSIONAL LIABILITY UNDERWRITING SOCIETY

EIN 41-1605606 MINNEAPOLIS, MN

Revenue 2025
$8,268,000
Expenses 2025
$7,868,077

As filed

Subsection
06
Classification
1000
Street
5353 WAYZATA BLVD STE 306

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

TO BE THE GLOBAL COMMUNITY FOR THE PROFESSIONAL LIABILITY INSURANCE INDUSTRY BY PROVDIING ESSENTIAL KNOWLEDGE,THOUGHT LEADERSHIP AND CAREER DEVELOPMENT OPPORTUNITIES.

Activities or mission (Part I)

TO BE THE GLOBAL COMMUNITY FOR THE PROFESSIONAL LIABILITY INSURANCE INDUSTRY

  • IN 2025, PLUS HELD FIVE NATIONAL IN-PERSON EVENTS ATTENDED BY MORE THAN 3,500 PEOPLE. IT ALSO HOSTED VIRTUAL AND IN-PERSON UNIVERSITIES WITH OVER 300 INDUSTRY PROFESSIONALS PARTICIPATING. IN ADDITION, OVER 4,000 PEOPLE ATTENDED IN-PERSON REGIONAL AND LOCAL CHAPTER EVENTS THROUGH PLUS 11 REGIONAL CHAPTERS AND MORE THAN 5,000 PROFESSIONALS PARTICIPATED IN EDUCATIONAL WEBINARS AND PODCAST. PARTICIPANTS IN ALL EVENTS TOOK PART IN EDUCATIONAL, NETWORKING, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES.

  • AS A MEMBERSHIP ORGANIZATION, PLUS PROVIDES RESOURCES, PROGRAMMING, AND INFORMATION TO ASSIST ITS MEMBERS AND ENABLE THEM TO BEST SERVE THEIR CLIENTS AND ADVANCE THEIR CAREERS. IN 2025, PLUS HAD APPROXIMATELY 45,000 INDIVIDUAL MEMBERS THROUGHOUT THE WORLD.

  • PLUS PROVIDES A COMPREHENSIVE EDUCATIONAL CURRICULUM FOR THE PROFESSIONAL LIABILITY INDUSTRY, INCLUDING RPLU, RPLU+, CPLP & EXECPLP. IN 2025, OVER 500 PEOPLE OBTAINED A PLUS CERTIFICATE OR DESIGNATION, AND MORE THAN 5,000 PROFESSIONALS CURRENTLY HOLD A PLUS DESIGNATION

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ALISON MARTIN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ROBERT PARISI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MAX CARTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KIMBERLY MELVIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JENNIFER O'NEILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JED SHEA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAY KARP

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • VICTORIA EDMONDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NICOLE SHETH

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JACQUELINE WATERS

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    2

  • JOHN VAN DECKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID LEWISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DEBORAH EGEL-FERGUS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DEREK VAN DER VOORT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LA'VONDA MCLEAN

    SECRETARY - TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ROBBIE THOMPSON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $371,150
    From this org
    $331,007
    From related orgs
    $0
    Other
    $40,143
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $320,190
    Bonus
    $10,817
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $40,143
    Filer's total
    $371,150

  • SCOTT BILLEY

    CHIEF OPERATING OFFICER

    Total calculated
    $248,693
    From this org
    $211,433
    From related orgs
    $0
    Other
    $37,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,511
    Bonus
    $14,922
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $37,260
    Filer's total
    $248,693

  • DAN JENNEY

    VP OF STRATEGY & PROGRAMS

    Total calculated
    $239,058
    From this org
    $194,827
    From related orgs
    $0
    Other
    $44,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,244
    Bonus
    $11,583
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $44,231
    Filer's total
    $239,058

  • DIANE DUKES

    VP OF MEETINGS & EVENTS

    Total calculated
    $200,164
    From this org
    $182,329
    From related orgs
    $0
    Other
    $17,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,489
    Bonus
    $10,840
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,835
    Filer's total
    $200,164

  • ERIN STEPHENS

    DEPUTY CHIEF OPERATING OFFICER

    Total calculated
    $150,320
    From this org
    $141,822
    From related orgs
    $0
    Other
    $8,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,135
    Bonus
    $6,687
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,498
    Filer's total
    $150,320

  • AMY WENSTROM

    DIRECTOR OF MARKETING & COMMUNICATION

    Total calculated
    $136,432
    From this org
    $136,432
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • MEGAN MOORE

    DIRECTOR OF PROFESSIONAL DEVELOPMENT

    Total calculated
    $132,876
    From this org
    $132,876
    From related orgs
    $0
    Other
    $0
    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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $8,268,000
    Expenses
    $7,868,077
    Contributions
    $0
    Grants paid
    $0
  • 2024
    Revenue
    $7,394,699
    Expenses
    $8,088,935
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $7,687,950
    Expenses
    $7,129,182
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $6,682,385
    Expenses
    $6,193,364
    Contributions
    $276,907
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $4,853,702
    Expenses
    $4,116,264
    Assets (EOY)
    $7,512,109

  • 2020 · 990

    Revenue
    $4,381,740
    Expenses
    $4,283,638
    Assets (EOY)
    $6,230,123

  • 2019 · 990

    Revenue
    $5,685,963
    Expenses
    $6,044,714
    Assets (EOY)
    $6,084,003

  • 2018 · 990

    Revenue
    $6,159,727
    Expenses
    $6,086,805
    Assets (EOY)
    $6,053,122

  • 2017 · 990

    Revenue
    $6,159,989
    Expenses
    $6,345,351
    Assets (EOY)
    $6,511,782

  • 2016 · 990

    Revenue
    $6,677,128
    Expenses
    $6,815,896
    Assets (EOY)
    $6,467,412

  • 2015 · 990

    Revenue
    $6,898,471
    Expenses
    $6,774,719
    Assets (EOY)
    $6,542,812

  • 2014 · 990

    Revenue
    $6,727,086
    Expenses
    $6,716,439
    Assets (EOY)
    $7,380,841

  • 2013 · 990

    Revenue
    $6,554,594
    Expenses
    $6,538,627
    Assets (EOY)
    $6,859,895

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $6,268,709
    Assets (EOY)
    $6,622,029

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2025 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.