Civic Intelligence

Philanthropic Planning Group of Greater New York Inc.

990 • Fiscal year 2024 • EIN 13-4082464

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 01, 2025

10700 W Highway 55 275Plymouth, MN 55441

(952) 564-3064

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-44%

Faster asset growth than 13% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

1.1%

Faster revenue growth than 48% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$52,499

Down $41,586 (-44%) from 2023

Net Assets

Down

$52,499

Down $29,521 (-36%) from 2023

Liabilities

Down

$0

Down $12,065 (-100%) from 2023

Revenue

Up

$213,023

Up $2,408 (+1.1%) from 2023

Expenses

Down

$239,044

Down $15,719 (-6.2%) from 2023

Net Income

Up

-$26,021

Up $18,127 (+41%) from 2023

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

2024

Assets$52,499
Liabilities$0
Net Assets$52,499

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

2024

Revenue$213,023
Expenses$239,044
Net Income-$26,021
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 1, 2025
Return Version
2023v6.0
Gross Receipts
$213,023
Mission and Program Overview

Mission

Charitable Giving Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$47,256-
Prepaid Expenses and Deferred Charges$8,938$0▼ $8,938
Savings and Temporary Cash Investments$81,647$5,243▼ $76,404
Accounts Receivable$3,500$0▼ $3,500
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$94,085$52,499▼ $41,586
Other Assets Total-$0-
Liabilities
Deferred Revenue$11,100--
Accounts Payable and Accrued Expenses$965--
Total Liabilities$12,065$0▼ $12,065
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$82,020$52,499▼ $29,521
Total Net Assets Fund Balance$82,020$52,499▼ $29,521
Total Liabilities and Net Assets / Fund Balance$94,085$52,499▼ $41,586
Compensation and Service Providers

Board Members and Trustees

NameTitle
JiHae MunroChair DEIB
Shawn MrozPast President
Austin WrubelPresident
Ramona RamadarVice President
Alejandra NaranjoDirector
Angel FloresDirector
Bruce TemkinDirector
Chris ArmasDirector
Daniel BaraschDirector
Emily ChauDirector
Joan GambeskiDirector
Larissa Fernandez JDDirector
Laura CruzDirector
Lisha BoddenDirector
Sharon BeanDirector
Lisa SmithSecretary
Katherine PooserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,840
Program Service Revenue
$207,545
Investment Income
$0
Other Revenue
$2,638
All Other Contributions
$2,840
Change in Net Assets
$-26,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,044
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
Conferences and Meetings$151,158--$151,158
Fees for Services Management$60,700--$60,700
Insurance-$3,677-$3,677
Fees for Services Other$2,500--$2,500
Other Expenses$1,000--$1,000
All Other Expenses$250$500-$750
Total Functional Expenses$234,867$4,177$0$239,044
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Section A, Line 3

Jaffe Management and the Center for Association Management, Inc., provided managerial, administrative and clerical services including membership administrationand planning and organizing meetings and conferences.

Form 990, Part VI, Section A, Line 6

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

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the Treasurer before filing.

Form 990, Part VI, Section C, Line 18

Form 990 is available on the Guide Star website.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and tax returns are available at theCharities 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
9525643064
Address
10700 W Highway 55 275, Plymouth, MN 55441

Signing Officer

Name
Katherine Pooser
Title
Treasurer
Signed
2025-04-01
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
25

Preparer

Firm
Barnes Givens & Barnes Ltd
Address
200 E Evergreen Ave Suite 117, Mount Prospect, IL 60056
Preparer
William J Barnes
Phone
2247642442
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair DEIB
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past President
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IRS990/InsuranceGrp/ManagementAndGeneralAmt03677
IRS990/InsuranceGrp/TotalAmt03677
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/IRPDocumentCnt02
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IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Charitable Giving Education
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt082020
IRS990/NetAssetsOrFundBalancesEOYAmt052499
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt082020
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt052499
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Bank & credit card fees
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2Web site
IRS990/OtherExpensesGrp/Desc3Photography
IRS990/OtherExpensesGrp/ProgramServicesAmt07880
IRS990/OtherExpensesGrp/ProgramServicesAmt17213
IRS990/OtherExpensesGrp/ProgramServicesAmt24166
IRS990/OtherExpensesGrp/ProgramServicesAmt31000
IRS990/OtherExpensesGrp/TotalAmt07880
IRS990/OtherExpensesGrp/TotalAmt17213
IRS990/OtherExpensesGrp/TotalAmt24166
IRS990/OtherExpensesGrp/TotalAmt31000
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0Reconciliation Discrepancies
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02638
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02638
IRS990/OtherRevenueTotalAmt02638
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/BOYAmt08938
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
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IRS990/ProgramServiceRevenueGrp/Desc3Registrations
IRS990/ProgramServiceRevenueGrp/Desc4Sponsorships
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt265000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt373395
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt460675
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt265000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt373395
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt460675
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYOtherExpensesAmt0254763
IRS990/PYProgramServiceRevenueAmt0200820
IRS990/PYRevenuesLessExpensesAmt0-44148
IRS990/PYTotalExpensesAmt0254763
IRS990/PYTotalRevenueAmt0210615
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-26021
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt062610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0280770
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0142545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0153645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt095105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019940
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0469475
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02638
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02638
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0750245
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0210385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0210615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0146930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120850
IRS990ScheduleA/Total509Grp/TotalAmt0750245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0213023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0210615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0146930

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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

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits