Piedmont Liability Trust
Donations deductibleRevenue
$11.1m
year to 30 June 2025
Expenses
$6m
year to 30 June 2025
Total assets
$107.8m
$72.9m liabilities
Net assets
$34.9m
assets less liabilities
Directors and trustees
19
3.6 years on average
Staff
9
employees, year to 30 June 2025
Chair observed
≥7 yrs
Christopher A Moskaluk MD
Left since last filing
3
16% of the board
Piedmont Liability Trust's network
19 people2 organisationsi19 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (19). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
19 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 16 voting members of its governing body on its latest Form 990 Part VI; we list 19 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Christopher A Moskaluk MD Chair | Chair Effective 3/4/25 | 2023 | 3 yrs |
| Mark E Shaffrey MD Chair | Chair Thru 12/3/24 | 2018 | 8 yrs |
| Abhinav B Chhabra MD (also filed as A B Chhabra MD) | Director | 2018 | 8 yrs |
| Andrew M Southerland MD | Director | 2025 | 1 yr |
| Bruce D Gehle JD | CEO & Trustee | 2025 | 1 yr |
| Christopher P Holstege MD | Director | 2023 | 3 yrs |
| Donald R Morin | Director Thru 12/3/24 | 2022 | 4 yrs |
| J Scott Just MD MBA Facep | Director | 2023 | 3 yrs |
| James E Smith | Director | 2024 | 2 yrs |
| James M Larner MD | Director | 2023 | 3 yrs |
| James W Howell JD | Director/Vice-Chair | 2023 | 3 yrs |
| Margaret C Tracci MD | Director | 2025 | 1 yr |
| Megan J Bray MD | Director | 2021 | 5 yrs |
| Mitchell H Rosner MD | Director | 2023 | 3 yrs |
| Paola A Gehrig MD | Director | 2024 | 2 yrs |
| Peter T Hallowell MD | Director | 2023 | 3 yrs |
| Scott A Syverund MD | Director/Treasurer | 2023 | 3 yrs |
| Stephen S Park MD | Director | 2023 | 3 yrs |
| Taison D Bell MD | Director | 2025 | 1 yr |
Officers and senior leadership
9 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Bruce D Gehle JD | Secretary Starting 1/1/18 | since 2018 |
| John E Peterson JR | Litigation Counsel | 2020 |
| Judy L Fortineux | Senior Risk Manager | since 2018 |
| Lance D Frasier | Vice Treasurer & Manager of Fi | since 2019 |
| Rachel D G Horvath JD | Claims & Litigation Counsel | since 2024 |
| Rebecca W West JD ESQ | CEO | since 2018 |
| Richard O White | COO & Secretary | since 2021 |
| Sandra L Hillquist | Assistant Treasurer | 2018 |
| William H Archambault JD | Secretary Through 12/31/17 | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Bruce D Gehle JD | CEO & Trustee | 40 | $725k | $42k | |
| Richard O White | COO & Secretary | 40 | $360k | $38k | |
| Lance D Frasier | Vice Treasurer & Manager of Fi | 40 | $280k | $33k | |
| Rachel D G Horvath JD | Claims & Litigation Counsel | 40 | $242k | $31k | |
| Judy L Fortineux | Senior Risk Manager | 40 | $118k | $15k | |
| Mark E Shaffrey MD | Chair Thru 12/3/24 | 2 | $0 | $1.2m | |
| Abhinav B Chhabra MD | Director | 2 | $0 | $1.1m | |
| Stephen S Park MD | Director | 2 | $0 | $1.1m | |
| James M Larner MD | Director | 2 | $0 | $1m | |
| J Scott Just MD MBA Facep | Director | 2 | $0 | $944k | |
| Paola A Gehrig MD | Director | 2 | $0 | $665k | |
| Peter T Hallowell MD | Director | 2 | $0 | $625k | |
| Margaret C Tracci MD | Director | 2 | $0 | $553k | |
| Mitchell H Rosner MD | Director | 2 | $0 | $325k | |
| Christopher A Moskaluk MD | Chair Effective 3/4/25 | 2 | $0 | $322k | |
| Megan J Bray MD | Director | 2 | $0 | $263k | |
| Taison D Bell MD | Director | 2 | $0 | $253k | |
| Christopher P Holstege MD | Director | 2 | $0 | $216k | |
| Andrew M Southerland MD | Director | 2 | $0 | $215k | |
| James W Howell JD | Director/Vice-Chair | 2 | $0 | ||
| James E Smith | Director | 2 | $0 | ||
| Scott A Syverund MD | Director/Treasurer | 2 | $0 | ||
| Donald R Morin | Director Thru 12/3/24 | 2 | $0 |
About
- Legal name
- Piedmont Liability Trust
- EIN
- 546280083
- Address
- 1020 Ednam Ctr Ste 100, Charlottesvle, VA, 22903-4617
- State
- Virginia
- Mission
- The organization was formed to accumulate and hold funds for use in satisfying medical professional liability claims against the university of virginia physicians' group and covered clinicians of university of virginia health, uva community health medical group, llc, and community medicine university of virginia, llc. (as filed on the Form 990)
- Activity (NTEE)
- Y200 Mutual and membership benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 1989
- Principal officer
- Bruce Gehle (as named on the Form 990)
- IRS ruling date
- 1 December 1991
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsMark E Shaffrey MD
≥8years on the filingsAbhinav B Chhabra MD
≥5years on the filingsMegan J Bray MD
≥4years on the filingsDonald R Morin
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $107.8m
- Total liabilities
- $72.9m
- Net assets or fund balances
- $34.9m
- Contributions and grants received
- $0
- Program service revenue
- $7m
- Employees
- 9
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $11.6m | $4.3m | $7.3m |
| 2022 | $9.9m | $2.7m | $7.2m |
As filed on the IRS Form 990. US dollars.