Property Liability Association New Systems Ua

Nonprofit profile at a glance

EIN
262884431
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Edmeston, NY, USA
Phone
6074359335
Rating
35
Verdict
REVIEW
Rating confidence
Moderate
Sector
Chambers of Commerce & Business Leagues

Official website

Reported finances

Revenue
$42,087
Expenses
$0
Assets
$42,087
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • Brian Lindow (President)
  • Josef Szoke (Vice President)
  • Stephen Cross (Past President)
  • Cheryl Grande (Past President)

People named in this filing

  • Brian Lindow (President)
  • Josef Szoke (Vice President)
  • Kyle Papworth (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The PLANS organization was formed in 1970 in Milwaukee, Wisconsin by several peer insurance companies who meet to discuss their experiences with Property and Liability Insurance Systems. Conferences are held to build peer relationships, providing overviews of each company's data processing operation, and discussing technical problems experienced with similar systems. The group is participative for the exchange of information and solution of common problems. Those in attendance are encouraged to make individual contact with group members and share technology solutions. Today PLANS has over 35 member companies located throughout the United States. Semiannual conferences are typically held around the country with formal presentations done by member companies and numerous opportunities are made available for networking. Annual dues and attendance fees support all operations.

What it reported doing in 2025

In Person Conferences held in the Spring and Fall to provide peer relationship building and information sharing related to Information Technology System development and integrations. (Virtual meetings are held if in-person is not possible) Programs are paid for by annual dues of members and attendee fees.

Operating model

Revenue model
Membership-supported. 100% of the money available for current operations came from membership dues.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 8
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: Limited
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: -100% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: 28.4% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: -4.6% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.