2022-09-12T11:53:42-05:00 2021-12-31 BDO USA LLP 1801 MARKET STREET SUITE 1700 PHILADELPHIA PA 19103 990 2021-01-01 232209285 The Pennsylvania Surplus Lines Association % MEGAN STINE PENN 6105941340 180 Sheree Boulevard Ste 3100 Exton PA 19341 MARIE E RUDERT EXECUTIVE DIRECTOR 6105941340 2022-11-15 true MARIE E RUDERT 999009999 MARC R BERGER CPA P01871563 2155641900 2 2021 2023-04-26 12:10:37Z MARIE E RUDERT 180 SHEREE BOULEVARD Exton PA 19341 2501288 false X www.pasla.org X 1982 PA REPRESENT INTERESTS OF RESIDENT AND NON-RESIDENT LICENSED SURPLUS LINES AGENTS TRANSACTING BUSINESS IN PA 10 10 9 10 0 0 0 2294300 2468895 64145 32393 0 0 2358445 2501288 67650 65550 0 0 998441 1036856 0 0 0 801765 756500 1867856 1858906 490589 642382 6353987 6996866 84808 85305 6269179 6911561 X OUR MISSION IS TO SERVE PENNSYLVANIA'S INSURANCE CONSUMERS, LICENSEES, AND REGULATORS THROUGH FAIR AND EFFICIENT SUPPORT OF THE SURPLUS LINES INSURANCE INDUSTRY. false false 0 0 0 THE PENNSYLVANIA SURPLUS LINES ASSOCIATION WAS AWARDED A CONTRACT FROM THE PENNSYLVANIA INSURANCE DEPARTMENT (PID) TO DEVELOP AND MAINTAIN AN ELECTRONIC DATABASE OF STATISTICAL DATA ENTERED BY THE LICENSEES. IN ADDITION, THE PSLA SERVES AS AN ADVISORY ORGANIZATION WITH PID FOR PURPOSES OF ADVISING AND CONSULTING ON MATTERS CONCERNING THE SURPLUS LINES MARKET IN PENNSYLVANIA. PSLA PROVIDES TRAINING AND EDUCATION TO ALL LICENSEES. PSLA IS ALSO A VOLUNTARY MEMBERSHIP ORGANIZATION FOR ALL SURPLUS LINES LICENSEES AND SUPPORTING MEMBERSHIP FOR PRODUCERS, INSURANCE CARRIERS AND OTHER INTERESTED PARTIES CONCERNED IN GAINING GREATER KNOWLEDGE OF THE SURPLUS LINES MARKETPLACE. THE ASSOCIATION PROVIDED SERVICES TO 2,945 AGENCIES DURING 2021. 0 false false false false false false false false false true false false false false true true false false false false false false false false false false true false true false false false false false false false false false false false false false false true 5 0 true 9 true false false false false false false false false false X 10 10 true false false false true true false true false false false true true true true true true true false false X MEGAN STINE 6105941340 180 SHEREE BOULEVARD SUITE 3100 EXTON PA 19341 MARIE RUDERT EXECUTIVE DIRECTOR 37.5 0.0 X 174728 0 15725 MEGAN STINE Chief Financial Officer 37.5 0.0 X 135847 0 12226 DENNIS LEWANDOWSKI PRESIDENT 2.0 0.0 X X 0 0 0 JUDITH KLINGERMAN VICE PRESIDENT 2.0 0.0 X X 0 0 0 MARY MARINES SECRETARY 2.0 0.0 X X 0 0 0 MISSY GREENBERG TREASURER 2.0 0.0 X X 0 0 0 LINDA BOBRO BOARD MEMBER 2.0 0.0 X 0 0 0 GERALD HENNER BOARD MEMBER 2.0 0.0 X 0 0 0 BARRY KAUFFMANN BOARD MEMBER 2.0 0.0 X 0 0 0 HARRY KING IV BOARD MEMBER 2.0 0.0 X 0 0 0 STEPHANIE OWNENS BOARD MEMBER 2.0 0.0 X 0 0 0 DIANNE SPRAGUE BOARD MEMBER 2.0 0.0 X 0 0 0 IRENE BARBERA TREASURER THRU 08/21 2.0 0.0 X X 0 0 0 310575 0 27951 2 false true false Lim Norris Consulting Group 12 Fox Hunt Circle PLYMOUTH MEETING PA 19462 IT Services 190459 Richo USA Inc 300 Edgeview Boulevard Suite 200 EXTON PA 19341 IT Services 134515 2 0 STAMPING FEES 524298 2468895 2468895 2468895 32393 32393 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2501288 2468895 32393 65550 0 0 0 338526 0 470330 41702 122937 63361 0 65792 53622 0 0 0 3350 0 40471 322156 0 115928 9833 0 19716 0 0 86151 30792 DUES & SUBSCRIPTIONS 8129 SLA MEETINGS 480 BANK CHARGES 80 1858906 2682980 3774464 3174489 2781931 0 0 236894 233599 0 0 0 0 0 0 0 0 62999 51208 2206520 2059819 187662 146701 0 0 0 0 0 0 0 0 8963 8963 6353987 6996866 84808 85305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 84808 85305 X 6269179 6911561 0 0 6269179 6911561 6353987 6996866 642382 X false true X true false 0 100159 95344 4815 444441 398590 45851 1661920 1565885 96035 146701 0 0 X 2501288 2501288 2501288 1858906 1858906 1858906 FORM 990, SCHEDULE D, PART X, LINE 2 - FIN 48 FOOTNOTE: THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, THE ASSOCIATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN AN INFORMATION RETURN WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. ACCORDINGLY, THE ASSOCIATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES AT DECEMBER 31, 2021 AND 2020. IN ADDITION, THE ASSOCIATION BELIEVES IT HAS NOT ENGAGED IN ANY ACTIVITIES FOR WHICH ITS TAX-EXEMPT STATUS WOULD NOT BE SUSTAINED UNDER EXAMINATION. THE ASSOCIATION'S INFORMATION RETURNS FOR THE PAST THREE YEARS ARE GENERALLY OPEN FOR EXAMINATION BY THE U.S. FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES. true WSIA 4131 N Mulberry 200 Kansas City MO 64116 860140772 501(c)(3) 15000 Education Penn State University 209 K Bus Bldg University Park PA 16802 246000376 501(c)(3) 12500 Education Gannon University 109 University Sqr Erie PA 16541 250496976 501(c)(3) 12500 Education St Joseph's University 5600 City Ave Philadelphia PA 19131 231352674 501(c)(3) 12500 Education Temple University 2450 W Hn Park Ave Philadelphia PA 19129 231365971 501(c)(3) 12500 Education 5 PART I, LINE 1: GRANT MONEY IS PROVIDED TO PUBLIC CHARITIES. X true true X X X X false false false MARIE RUDERT EXECUTIVE DIRECTOR 169628 0 5100 0 0 0 15725 0 0 0 190453 0 0 0 SCHEDULE J, LINE 1A: THE SPOUSE OF THE TREASURER, IRENE BARBERA, ACCOMPANIED THEIR SPOUSE TO A CONFERENCE IN JULY OF 2021. NONE OF THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 2: MARY MARINES AND HARRY KING IV HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION HAS MEMBERS. FULL RESIDENT AND NON-RESIDENT MEMBERS HAVE FULL VOTING RIGHTS. BRANCH OFFICE RESIDENT AND BRANCH OFFICE NON-RESIDENT MEMBERS, AS WELL AS ASSOCIATE SUPPORTING MEMBERS, HAVE NO VOTING RIGHTS. SUPPORTING MEMBERS HAVE NO VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A: ONLY RESIDENT AND NON-RESIDENT FULL MEMBERS HAVE THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINES 8A & B: ALL COMMITTEES OF THE ASSOCIATION CONTEMPORANEOUSLY DOCUMENT MEETINGS HELD. NONE OF THE ASSOCIATION'S COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: AT LEAST THIRTY (30) DAYS BEFORE FORM 990 IS FILED WITH THE IRS, IT WILL BE DISSEMINATED TO THE BOARD OF GOVERNORS VIA EMAIL FOR REVIEW, COMMENTS AND QUESTIONS. ANY QUESTIONS AND COMMENTS ARE DIRECTED TO THE EXECUTIVE DIRECTOR WITHIN FIFTEEN (15) DAYS OF RECEIPT. THE EXECUTIVE DIRECTOR WILL RESPOND TO ALL COMMENTS AND/OR DEFER TO THE CPA FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY WAS ADOPTED IN JANUARY 2010. A DIRECTOR'S AND OFFICER'S FIDUCIARY RESPONSIBILITY FORM IS COMPLETED AND FILED WITH THE ORGANIZATION ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A & B: THE ASSOCIATION CONTRACTS AN INDEPENDENT HR CONSULTANT WHO PROVIDES COMPARABLE SALARY DATA FOR THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER POSITIONS. NO BOARD MEMBER RECEIVES COMPENSATION. THERE ARE NO KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.