Civic Intelligence

Philanthropic Planning Group of Greater New York Inc.

990 • Fiscal year 2025 • EIN 13-4082464

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 03, 2025

Organization Profilewww.ppggny.org
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

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-1.3%

Faster revenue growth than 45% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$58,255

Up $5,756 (+11%) from 2024

Net Assets

Up

$58,255

Up $5,756 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin49th percentile

Revenue

Down

$210,208

Down $2,815 (-1.3%) from 2024

Expenses

Down

$204,452

Down $34,592 (-14%) from 2024

Net Income

Up

$5,756

Up $31,777 (+122%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2025

Assets$58,255
Liabilities$0
Net Assets$58,255
Open 2025 Filing

Operations Trend

Revenue Growth45th 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

2025

Revenue$210,208
Expenses$204,452
Net Income$5,756
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$210,208
Mission and Program Overview

Mission

Charitable Giving Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,243$43,652▲ $38,409
Cash and Non-Interest-Bearing Accounts$47,256$14,603▼ $32,653
Accounts Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$52,499$58,255▲ $5,756
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$52,499$58,255▲ $5,756
Total Net Assets Fund Balance$52,499$58,255▲ $5,756
Total Liabilities and Net Assets / Fund Balance$52,499$58,255▲ $5,756
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
JiHae MunroChair DEIB
Shawn MrozPast President
Austin WrubelPresident
Ramona RamadarVice President
Alejandra NaranjoBoard Member
Angel FloresBoard Member
Audra LewtonBoard Member
Brianne KilpatrickBoard Member
Bruce TemkinBoard Member
Chris ArmasBoard Member
Elizabeth BriandBoard Member
Laura CruzBoard Member
Sharon BeanBoard Member
Lisa SmithSecretary
Katherine PooserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,115
Program Service Revenue
$203,093
Investment Income
$0
Other Revenue
$0
All Other Contributions
$7,115
Change in Net Assets
$5,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,452
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$105,750--$105,750
Fees for Services Management$65,400--$65,400
Fees for Services Other$4,000--$4,000
Other Expenses$2,792--$2,792
Insurance-$2,086-$2,086
Fees for Services Accounting-$950-$950
All Other Expenses-$847-$847
Total Functional Expenses$200,569$3,883$0$204,452
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 provided managerial, administrative and clerical services including membership administration and 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
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
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/NetAssetsOrFundBalancesEOYAmt058255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt052499
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt058255
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/Desc1Bank & credit card fees
IRS990/OtherExpensesGrp/Desc2Web site
IRS990/OtherExpensesGrp/Desc3Speaker
IRS990/OtherExpensesGrp/ProgramServicesAmt09860
IRS990/OtherExpensesGrp/ProgramServicesAmt18355
IRS990/OtherExpensesGrp/ProgramServicesAmt24412
IRS990/OtherExpensesGrp/ProgramServicesAmt32792
IRS990/OtherExpensesGrp/TotalAmt09860
IRS990/OtherExpensesGrp/TotalAmt18355
IRS990/OtherExpensesGrp/TotalAmt24412
IRS990/OtherExpensesGrp/TotalAmt32792
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/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Education
IRS990/ProgramServiceRevenueGrp/Desc1Job postings
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3Registrations
IRS990/ProgramServiceRevenueGrp/Desc4Sponsorships
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05625
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt247065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt382003
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt467000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt247065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt382003
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt467000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02840
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0239044
IRS990/PYOtherRevenueAmt02638
IRS990/PYProgramServiceRevenueAmt0207545
IRS990/PYRevenuesLessExpensesAmt0-26021
IRS990/PYTotalExpensesAmt0239044
IRS990/PYTotalRevenueAmt0213023
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05756
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0203093
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05243
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043652
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0272340
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0156028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0142545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0153645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019940
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0567263
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02638
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02638
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99690
IRS990ScheduleA/PublicSupportPY509Pct00.99650
IRS990ScheduleA/PublicSupportTotal509Amt0839603
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0210208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0210385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0210615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0146930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061465
IRS990ScheduleA/Total509Grp/TotalAmt0839603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0210208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0213023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0210615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0146930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061465
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0842241
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jaffe Management provided 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 theareas of charitable giving, tax law, trusts and estates, ethics, marketing andinvestments.
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 theCharities Registration Section of the New York State Department of Law.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,255
Liabilities
$0
Net assets
$58,255
Revenue
$210,208
Expenses
$204,452
Net income
$5,756
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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