The University of South Alabama Professional Liability Trust Fund
Donations deductibleRevenue
$17.2m
year to 30 September 2025
Expenses
$28.1m
year to 30 September 2025
Total assets
$53m
$0 liabilities
Net assets
$53m
assets less liabilities
Directors and trustees
10
4.8 years on average
Staff
0
employees, year to 30 September 2025
Left since last filing
2
20% of the board
Voting members
10
reported in Part VI
The University of South Alabama Professional Liability Trust Fund's network
10 people6 organisationsi10 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (9) 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
10 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 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Andi Kent | Director | 2022 | 4 yrs |
| Constance G Cook | Director, Pa | 2021 | 5 yrs |
| JO Bonner | Director | 2022 | 4 yrs |
| John Marymont | Director | 2020 | 6 yrs |
| Jon Simmons | Director | 2024 | 2 yrs |
| Kristen Roberts | Director | 2023 | 3 yrs |
| Kristin Dukes | Director | 2020 | 6 yrs |
| Michael Chang | Director | 2023 | 3 yrs |
| Owen Bailey | Director | 2020 | 6 yrs |
| William Grete | Director | 2021 | 5 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 September 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 |
|---|---|---|---|---|---|
| Jo Bonner | Director | 1 | $0 | $780k | $57k |
| Owen Bailey | Director | 0 | $0 | $657k | $101k |
| Andi Kent | Director | 1 | $0 | $651k | $101k |
| John Marymont | Director | 1 | $0 | $694k | $53k |
| Michael Chang | Director | 1 | $0 | $600k | $33k |
| Jon Simmons | Director | 1 | $0 | $602k | $26k |
| Benny Stover | Director | 0 | $0 | $410k | $31k |
| Kristen Roberts | Director | 1 | $0 | $345k | $55k |
| Kristin Dukes | Director | 0 | $0 | $295k | $54k |
| William Grete | Director | 0 | $0 | $300k | $31k |
| James E Carter Jr | Director | 0 | $0 | $254k | $44k |
| Spencer Larche | Director | 1 | $0 | $162k | $36k |
| Constance G Cook | Director, Pa | 1 | $0 | $158k | $37k |
| Julia Shreve | Director | 1 | $0 | $142k | $22k |
| Polly Stokley | Director | 0 | $0 | $45k |
About
- Legal name
- The University of South Alabama Professional Liability Trust Fund
- EIN
- 581729901
- Address
- 650 Clinic Dr TRP III Ste 1400, Mobile, AL, 36688-0001
- State
- Alabama
- Mission
- Provide risk management services for the benefit of sponsoring tax-exempt entities, including education of employees thereof. (as filed on the Form 990)
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1985
- Principal officer
- Yanya O'hara (as named on the Form 990)
- IRS ruling date
- 1 May 1992
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedEDUCATIONUniversity of South AlabamaRelatedREAL ESTATUSA Research and Technology CorpRelatedBOOSTERCLBJaguar Athletic FundRelatedRESEARCHUSA Foundation for RSCH and Comm
Longest observed on the filings
≥6years on the filingsJohn Marymont
≥6years on the filingsKristin Dukes
≥6years on the filingsOwen Bailey
≥5years on the filingsConstance G Cook
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $53m
- Total liabilities
- $0
- Net assets or fund balances
- $53m
- Contributions and grants received
- $0
- Program service revenue
- $11m
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $13.5m | $9.2m | $4.3m |
As filed on the IRS Form 990. US dollars.