2024-11-05T15:38:53-08:00 2023-12-31 474152589 IL NFP AUDIT AND TAX LLP 200 S WACKER DR SUITE 3100 CHICAGO IL 60606 990 2023-01-01 462430573 PRIVATE RISK MANAGEMENT ASSOCIATION PRIV 8475177225 1933 North Meacham Road 450 SCHAUMBURG IL 60173 Diane Delaney Executive Dir. 2024-11-05 true true Alfredo Rodriguez CPA P00958317 3129985500 2023 2024-10-15 13:58:12Z X Diane Delaney 1610868 false X www.privateriskmanagement.org X IL THE MISSION OF PRMA IS TO IMPROVE ADVICE, COVERAGE AND SERVICE PROVIDED TO THE HIGH NET WORTH INSURANCE CONSUMER THROUGH EDUCATION AND INCREASED AWARENESS. 18 18 5 18 0 0 1246705 1610868 21 0 0 1246726 1610868 0 0 446698 548266 0 0 701819 875891 1148517 1424157 98209 186711 731024 1011913 152099 246277 578925 765636 THE MISSION OF PRMA IS TO IMPROVE ADVICE, COVERAGE AND SERVICE PROVIDED TO THE HIGH NET WORTH INSURANCE CONSUMER THROUGH EDUCATION AND INCREASED AWARENESS. false false 511143 THE ASSOCIATION OFFERS AN ANNUAL SUMMIT, A TWODAY EDUCATIONAL CONFERENCE, TO MEMBERS AND NONMEMBERS. THE SUMMIT PROVIDES ACCESS TO SUBJECT MATTER EXPERTS IN THE HIGHNETWORTH PERSONAL RISK MANAGEMENT NICHE IN GENERAL, BREAKOUT AND ROUNDTABLE SESSIONS. NOVEMBER 2023 MARKED THE 11TH ANNUAL SUMMIT. SUMMIT ATTENDANCE HAS CONTINUED TO INCREASE YEAR OVER YEAR. 267602 PRMA ACADEMY OFFERS SEVERAL EDUCATIONAL OPPORTUNITIES FOR MEMBERS. THE CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (CPRIA) CERTIFICATE IS AN ONLINE CERTIFICATION PROGRAM SPECIFICALLY DEVELOPED FOR PROFESSIONALS IN PRIVATE RISK MANAGEMENT, CPRIA AIMS TO BROADEN KNOWLEDGE AND ENABLE PARTICIPANTS TO BETTER ADVISE CLIENTS AND PROVIDE THEM WITH SPECIALIZED SOLUTIONS TO COMPLEX INDUSTRY ISSUES. THE CERTIFICATION PROGRAM WAS LAUNCHED IN MAY OF 2015 AND CURRENTLY HAS OVER 400 PARTICIPANTS AND OVER 1200 GRADUATES. THE ADVANCED CHARTERED PRIVATE RISK AND INSURANCE ADVISOR (ACPRIA) CERTIFICATION WAS LAUNCHED IN NOVEMBER OF 2018. EACH TWOYEAR PROGRAM PROVIDES AN OPPORTUNITY TO FURTHER PARTICIPANTS KNOWLEDGE AND RAISE THEIR PROFESSIONAL PROFILE. IN ADDITION TO THE CERTIFICATION COURSES THE ACADEMY OFFERS TWO ONDEMAND COURSES ON SPECIFIC TOPICS RELEVANT TO PRIVATE RISK MANAGEMENT PROFESSIONALS. THE INTRODUCTION TO FAMILY OFFICE RISK MANAGEMENT WAS LAUNCHED IN JUNE OF 2019 AND HAS OVER 180 GRADUATES. THE ELEMENTS OF INSURING TO VALUE WAS LAUNCHED IN 2021. 201904 SETUP AND MAINTENANCE OF THE ORGANIZATIONS WEBSITE. PROMOTION AND MANAGEMENT OF NEW AND RENEWAL MEMBERSHIPS. DEVELOPMENT AND EXECUTION OF EDUCATIONAL AND INFORMATION RESOURCES TO MEMBERS. CURRENT OFFERINGS INCLUDE THE PRMA KNOWLEDGE BASE WHICH CONSISTS OF INSIGHTS WEBINARS, BEST PRACTICES LIBRARY, AND INSIGHT SURVEYS EACH PROVIDING MEMBERS WITH VALUABLE EDUCATION INFORMATION RELEVANT TO THEIR DAYTODAY ACTIVITIES. MEMBERS GET ACCESS TO "COLLABORATE" THE ONLINE MEMBER ONLY COMMUNITY WHERE MEMBERS SHARE INFORMATION AND SEEK HELP FROM PEERS AS WELL AS ENROLLMENT INTO GEOGRAPHIC CHAPTERS ALLOWING MEMBERS TO GAIN ACCESS TO EXPERTS IN THEIR AREA. 980649 false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 4 0 true 5 true false false false false false false false false X 18 18 false false false false true true false true true false false true false false false false false false WJ WEISER ASSOCIATES 8475177225 1933 North Meacham Road Suite 450 SCHAUMBURG IL 60173 DIANE DELANEY Executive Dir. 40.00 0.00 X 175000 0 0 KIMBERLEE CONNELL Director 1.00 0.00 X 0 0 0 ROBERT COURTEMANCHE Director 1.00 0.00 X 0 0 0 WILLIAM GATEWOOD Director 1.00 0.00 X 0 0 0 MAX GILMAN Director 1.00 0.00 X 0 0 0 KAYE GITIBIN Director 1.00 0.00 X 0 0 0 JERRY HOURIHAN Director 1.00 0.00 X 0 0 0 JAMES KANE Director 1.00 0.00 X 0 0 0 BRYANT KOLLE Director 1.00 0.00 X 0 0 0 ROBERT HAIBI Director 1.00 0.00 X 0 0 0 SPENCER HOULDIN Director 1.00 0.00 X 0 0 0 DESPINA BIUGANSKI Director 1.00 0.00 X 0 0 0 MARY PARSONS Director 1.00 0.00 X 0 0 0 JASON OTT Director 1.00 0.00 X 0 0 0 CELIA SANTANA Director 1.00 0.00 X 0 0 0 MARY RUSSELL Director 1.00 0.00 X 0 0 0 WILL VAN DEN HEUVEL Director 1.00 0.00 X 0 0 0 KEVIN MADDEN Director 1.00 0.00 X 0 0 0 DEON HORNSBY Director 1.00 0.00 X 0 0 0 175000 1 false true false 0 0 ACADEMY EDUCATION REVENUE 813910 546282 546282 MEMBERSHIP FEES 813910 360315 360315 NON-DUES REVENUES 813910 5492 5492 SPONSORSHIPS 813910 361651 361651 SUMMIT REVENUES 813910 337128 337128 1610868 0 0 0 0 0 0 0 0 0 1610868 1610868 0 0 0 0 175000 70000 105000 0 311106 124442 186664 0 17576 7030 10546 44584 17835 26749 0 2878 2878 25375 25375 0 0 0 58569 54000 4569 27845 27845 4136 150 3986 18767 18767 0 0 6463 4053 2410 0 483293 480155 3138 0 0 0 9216 9216 Education Expense 180706 180706 Credit Card Fees 44210 44210 Membership Benefits 14433 14433 0 1424157 980649 443508 0 712451 920930 0 0 1824 13464 0 0 0 0 16749 77519 0 0 0 0 0 0 731024 1011913 10358 87402 141741 158875 152099 246277 X 578925 765636 578925 765636 731024 1011913 186711 X false false false X false false false DIANE DELANEY Executive Dir. 175000 175000 Form 990, Part VI, Section B, Line 11b BOARD OF TRUSTEES RECEIVE A COPY OF COMPLETED AND CONFIRMED BY THE EXECUTIVE DIRECTOR TAX RETURN 990 PRIOR TO IT BEING SUBMITTED. Form 990, Part VI, Section C, Line 19 No documents available to the public.