Civic Intelligence

Philanthropic Planning Group of Greater New York Inc.

990EZ • Fiscal year 2022 • EIN 13-4082464

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

83rd percentile

0.17x

Higher debt load relative to assets than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

0.17x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

139%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$151,124

Down $51,418 (-25%) from 2021

Net Assets

Down

$126,168

Down $54,472 (-30%) from 2021

Liabilities

Up

$24,956

Up $3,054 (+14%) from 2021

Revenue

Up

$146,930

Up $85,465 (+139%) from 2021

Expenses

Up

$201,402

Up $124,442 (+162%) from 2021

Net Income

Down

-$54,472

Down $38,977 (-252%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$151,124
Liabilities$24,956
Net Assets$126,168

Operations Trend

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

2022

Revenue$146,930
Expenses$201,402
Net Income-$54,472
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$146,930
Mission and Program Overview

Mission

Charitable Giving Education

Program Services

DescriptionGrantsExpenses
The Coronavirus pandemic had a serious impact on the educational programs of the Philanthropic Planning Group of Greater New York.The Group held 8 monthly educational webinars. The events were free for members and non-members were charged a nominal fee. It also started PPGGNY University, a series of educational seminars for professionals new to the field.Planned Giving Day resumed in March, 2022. 118 members and non-members attended a live, all-day event with presentations from outstanding speakers and exhibitions of new products and services.The Group also has a website with information on planned giving and careers in the field.-$188,337
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawn T MrozPresidentPT$0--
Stacy SulmanPast PresidentPT$0--
Michael PohlmannVice PresidentPT$0--
Austin WrubelTreasurerPT$0--
Jihae MunroSecretaryPT$0--
Ramona RamadarDei ChairwomanPT$0--
Lisha BoddenDirector-$0--
Emily ChauDirector-$0--
Larissa FernandezDirector-$0--
Sharon BeanDirector-$0--
Chris ArmasDirector-$0--
Joan Gasperovic GambeskiDirector-$0--
Emily HirshbeinDirector-$0--
Dan BaraschDirector-$0--
Katie PooserDirector-$0--
Cynthia ReddrickDirector-$0--
Lisa SmithDirector-$0--
Laura CruzDirector-$0--
Susan LoucksDirector-$0--
Barbara MorganDirector-$0--
Alejandra NaranjoDirector-$0--
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
Austin Wrubel
Title
Treasurer
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Daniel OConnell CPA
Address
159 Bellevue Avenue, Upper Montclair, NJ 07043
Preparer
Daniel O'Connell
Phone
9735090075
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $824

Other Expenses.1012

Insurance $3176

Other Expenses.1

Planned Giving Day webinars $101166

Other Expenses.2

Website $7126

Other Expenses.3

E-Commerce $7055

Other Expenses.4

Monthly webinars $1610

Other Expenses.5

Telephone $615

Other Expenses.6

Nat'l Assoc. Char. Gift Plnrs $500

Other Expenses.8

NACGP Annual Meeting $398

Other Expenses.9

New York annual fees $50

Other Assets.1005

Accounts Receivable - Beginning $4600 Accounts Receivable - Ending $0

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $48718 Prepaid Expenses and Deferred Charges - Ending $20158

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $4502 Accounts Payable and Accrued Expenses - Ending $12881

Total Liabilities.1003

Deferred Revenue - Beginning $17400 Deferred Revenue - Ending $12075

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $3176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Planned Giving Day webinars $101166
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4E-Commerce $7055
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020656612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel OConnell CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0159 Bellevue Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Upper Montclair
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007043
ReturnHeader/PreparerPersonGrp/PhoneNum09735090075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel O'Connell
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-15T13:00:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Austin
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wrubel
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

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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