Civic Intelligence

Philanthropic Planning Group of Greater New York Inc.

990 • Fiscal year 2019 • EIN 13-4082464

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 08, 2020

Organization Profilewww.ppggny.org
c/o OConnell CPA 159 Bellevue AvMontclair, NJ 07043

(973) 509-0075

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

57th percentile

6.6%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

8.2%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$195,651

Up $25,066 (+15%) from 2018

Net Assets

Up

$183,863

Up $14,840 (+8.8%) from 2018

Liabilities

Up

$11,788

Up $10,226 (+655%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin57th percentile

Revenue

Up

$225,369

Up $17,031 (+8.2%) from 2018

Expenses

Up

$210,529

Up $7,722 (+3.8%) from 2018

Net Income

Up

$14,840

Up $9,309 (+168%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $41,039Liabilities 2011: $19,882Net Assets 2011: $21,1572011Assets 2012: $34,819Liabilities 2012: $33,205Net Assets 2012: $1,6142012Assets 2013: $42,600Liabilities 2013: $28,650Net Assets 2013: $13,9502013Assets 2014: $54,635Liabilities 2014: $3,365Net Assets 2014: $51,2702014Assets 2015: $106,358Liabilities 2015: $19,893Net Assets 2015: $86,4652015Assets 2016: $161,248Liabilities 2016: $7,648Net Assets 2016: $153,6002016Assets 2017: $0Net Assets 2017: $153,6002017Assets 2018: $170,585Liabilities 2018: $1,562Net Assets 2018: $169,0232018Assets 2019: $195,651Liabilities 2019: $11,788Net Assets 2019: $183,8632019Assets 2020: $211,885Liabilities 2020: $15,750Net Assets 2020: $196,1352020Assets 2021: $202,542Liabilities 2021: $21,902Net Assets 2021: $180,6402021Assets 2022: $151,124Liabilities 2022: $24,956Net Assets 2022: $126,1682022Assets 2023: $94,085Liabilities 2023: $12,065Net Assets 2023: $82,0202023Assets 2024: $52,499Liabilities 2024: $0Net Assets 2024: $52,4992024Assets 2025: $58,255Liabilities 2025: $0Net Assets 2025: $58,2552025

Highlighted filing

2019

Assets$195,651
Liabilities$11,788
Net Assets$183,863
Open 2019 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $219,2022011Expenses 2012: $243,8482012Revenue 2013: $154,500Expenses 2013: $142,164Net Income 2013: $12,3362013Revenue 2014: $234,411Expenses 2014: $197,091Net Income 2014: $37,3202014Revenue 2015: $214,051Expenses 2015: $178,856Net Income 2015: $35,1952015Revenue 2016: $209,829Expenses 2016: $142,694Net Income 2016: $67,1352016Revenue 2017: $02017Revenue 2018: $208,338Expenses 2018: $202,807Net Income 2018: $5,5312018Revenue 2019: $225,369Expenses 2019: $210,529Net Income 2019: $14,8402019Revenue 2020: $120,850Expenses 2020: $108,578Net Income 2020: $12,2722020Revenue 2021: $61,465Expenses 2021: $76,960Net Income 2021: -$15,4952021Revenue 2022: $146,930Expenses 2022: $201,402Net Income 2022: -$54,4722022Revenue 2023: $210,615Expenses 2023: $254,763Net Income 2023: -$44,1482023Revenue 2024: $213,023Expenses 2024: $239,044Net Income 2024: -$26,0212024Revenue 2025: $210,208Expenses 2025: $204,452Net Income 2025: $5,7562025

Highlighted filing

2019

Revenue$225,369
Expenses$210,529
Net Income$14,840
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 8, 2020
Return Version
2018v3.1
Gross Receipts
$225,369
Mission and Program Overview

Mission

Charitable Giving Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$163,883$130,596▼ $33,287
Prepaid Expenses and Deferred Charges$5,677$62,099▲ $56,422
Accounts Receivable$1,025$2,955▲ $1,930
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$170,585$195,651▲ $25,066
Other Assets Total-$1-
Liabilities
Deferred Revenue$1,050$6,400▲ $5,350
Accounts Payable and Accrued Expenses$512$5,388▲ $4,876
Total Liabilities$1,562$11,788▲ $10,226
Net Assets / Fund Balance
Unrestricted Net Assets$169,023$183,863▲ $14,840
Total Net Assets Fund Balance$169,023$183,863▲ $14,840
Total Liabilities and Net Assets / Fund Balance$170,585$195,651▲ $25,066
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Meryl R CosentinoPast President
Marilyn Van HoutenPresident
Stacy SulmanVice President
Arthur MarkowitzDirector
Elisse SternDirector
JiHae MunroDirector
Lisa B LagerDirector
Mark PotolskyDirector
Michael PohlmannDirector
Nora BenolielDirector
Ramona RamadarDirector
William SchefferDirector
Pamela BennettSecretary
Shawn R MrozTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,544
Program Service Revenue
$217,825
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,544
Change in Net Assets
$14,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$33,302$18,403-$51,705
Fees for Services Accounting-$10,000-$10,000
Other Expenses$6,846$6,820-$6,820
All Other Expenses$4,325$654-$4,979
Fees for Services Legal$2,500--$2,500
Insurance-$1,390-$1,390
Office Expenses-$1,382-$1,382
Total Functional Expenses$171,880$38,649$0$210,529
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The Center for Association Management, Inc., provides managerial, administrative and clerical services including membership administration and planning and organizing meetings and conferences.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The members of the Group are planned giving oficers, fund raising professionals, attorneys, accountants, trust officers and allied professionals who work in the areas of charitable giving, tax law, trusts and estates, ethics, marketing and investments.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the Treasurer before filing”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Form 990 is available on the Guide Star website.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents and tax returns are available at the Charities Registration Section of the New York State Department of Law.”

Filing and Contact Details

Filer

Filer Name
Philanthropic Planning Group of
EIN
13-4082464
Phone
9735090075
Address
c/o OConnell CPA 159 Bellevue Av, Montclair, NJ 07043

Signing Officer

Name
Michael Pohlmann
Title
Treasurer
Signed
2020-07-08
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
10

Preparer

Firm
Daniel OConnell CPA
Address
159 Bellevue Avenue, Upper Montclair, NJ 07043
Preparer
Daniel O'Connell
Phone
9735090075
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IRS990/NetAssetsOrFundBalancesBOYAmt0169023
IRS990/NetAssetsOrFundBalancesEOYAmt0183863
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01382
IRS990/OfficeExpensesGrp/TotalAmt01382
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Planned Giving Day expenses
IRS990/OtherExpensesGrp/Desc1Monthly Meetings
IRS990/OtherExpensesGrp/Desc2E-Commerce
IRS990/OtherExpensesGrp/Desc3Website
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06820
IRS990/OtherExpensesGrp/ProgramServicesAmt097752
IRS990/OtherExpensesGrp/ProgramServicesAmt127155
IRS990/OtherExpensesGrp/ProgramServicesAmt26846
IRS990/OtherExpensesGrp/TotalAmt097752
IRS990/OtherExpensesGrp/TotalAmt127155
IRS990/OtherExpensesGrp/TotalAmt26846
IRS990/OtherExpensesGrp/TotalAmt36820
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05677
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt062099
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Job Bank
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc2Monthly meetings
IRS990/ProgramServiceRevenueGrp/Desc3Newsletter Sponsor
IRS990/ProgramServiceRevenueGrp/Desc4Planned Giving Day
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt154975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt256830
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4102620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt154975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt256830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4102620
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09483
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0202807
IRS990/PYProgramServiceRevenueAmt0198855
IRS990/PYRevenuesLessExpensesAmt05531
IRS990/PYTotalExpensesAmt0202807
IRS990/PYTotalRevenueAmt0208338
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt014840
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt065489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0309675
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0162850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0152955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0144235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0139810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0145050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0744900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01054575
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0225369
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0208038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0201818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0205299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0214051
IRS990ScheduleA/Total509Grp/TotalAmt01054575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0225369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0208038
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0201818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0205299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0214051
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01054575
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Center for Association Management, Inc., provides managerial, administrative and clerical services including membership administration and planning and organizing meetings and conferences.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members of the Group are planned giving oficers, fund raising professionals, attorneys, accountants, trust officers and allied professionals who work in the areas of charitable giving, tax law, trusts and estates, ethics, marketing and investments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed by the Treasurer before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is available on the Guide Star website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization's governing documents and tax returns are available at the Charities Registration Section of the New York State Department of Law.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,651
Liabilities
$11,788
Net assets
$183,863
Revenue
$225,369
Expenses
$210,529
Net income
$14,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$2.10$2.04$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$2.13$2.39$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.12$0.82$2.11$2.55$0.44
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.25$1.26$1.47$2.01$0.54
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.22$1.81$0.61$0.77$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.16$1.96$1.21$1.09$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.12$1.84$2.25$2.11$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.69$2.08$2.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.00$1.54$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.08$1.54$2.10$1.43$0.67
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.20$0.86$2.14$1.79$0.35
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.03$0.51$2.34$1.97$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.29$0.14$1.55$1.42$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.33$0.02$2.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.20$0.21$2.19
Peer Organizations

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