Civic Intelligence

Policyholders' Trust

EIN 13-7305782 • 501(c)3 • New York, NY

Profile

To hold 100% of the membership interests of affiliates risk management services, inc. ("arms"), a 501(c)(3) tax-exempt organization formed to act in support and furtherance of the risk management activities of the trust's tax-exempt beneficiaries. The trust's primary responsibilities are (1) to elect the board of arms and otherwise exercise voting rights as arms's sole member, (2) to distribute such amounts upon the issuance of a dividend or upon the liquidation and dissolution of arms, and (3) to report annually to the trust's beneficiaries about the foregoing.

800 Third Avenue 18th FLNew York, NY 10022

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.26x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

Asset Growth

31st percentile

-19%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$8,732

Down $2,100 (-19%) from 2023

Liabilities

Up

$2,277

Up $177 (+8.4%) from 2023

Net Assets

Down

$6,455

Down $2,277 (-26%) from 2023

Revenue

Down

$0

Down $10,000 (-100%) from 2023

Expenses

Up

$2,277

Up $177 (+8.4%) from 2023

Net Income

Down

-$2,277

Down $10,177 (-129%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0-$5.0KAssets 2011: $9,062Liabilities 2011: $1,0002011Assets 2012: $8,062Liabilities 2012: $1,000Net Assets 2012: $7,0622012Assets 2013: $7,062Liabilities 2013: $1,000Net Assets 2013: $6,0622013Assets 2014: $6,062Liabilities 2014: $1,000Net Assets 2014: $5,0622014Assets 2015: $5,062Liabilities 2015: $2,380Net Assets 2015: $2,6822015Assets 2016: $2,682Liabilities 2016: $1,500Net Assets 2016: $1,1822016Assets 2017: $1,182Liabilities 2017: $1,550Net Assets 2017: -$3682017Assets 2018: $9,632Liabilities 2018: $1,600Net Assets 2018: $8,0322018Assets 2019: $8,032Liabilities 2019: $1,650Net Assets 2019: $6,3822019Assets 2020: $6,382Liabilities 2020: $1,700Net Assets 2020: $4,6822020Assets 2021: $4,682Liabilities 2021: $1,870Net Assets 2021: $2,8122021Assets 2022: $2,832Liabilities 2022: $2,000Net Assets 2022: $8322022Assets 2023: $10,832Liabilities 2023: $2,100Net Assets 2023: $8,7322023Assets 2024: $8,732Liabilities 2024: $2,277Net Assets 2024: $6,4552024

Highlighted filing

2024

Assets$8,732
Liabilities$2,277
Net Assets$6,455

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2011: $15,000Expenses 2011: $1,000Net Income 2011: $14,0002011Revenue 2012: $0Expenses 2012: $1,000Net Income 2012: -$1,0002012Revenue 2013: $0Expenses 2013: $1,000Net Income 2013: -$1,0002013Revenue 2014: $0Expenses 2014: $1,000Net Income 2014: -$1,0002014Revenue 2015: $0Expenses 2015: $2,380Net Income 2015: -$2,3802015Revenue 2016: $0Expenses 2016: $1,500Net Income 2016: -$1,5002016Revenue 2017: $0Expenses 2017: $1,550Net Income 2017: -$1,5502017Revenue 2018: $10,000Expenses 2018: $1,600Net Income 2018: $8,4002018Revenue 2019: $0Expenses 2019: $1,650Net Income 2019: -$1,6502019Revenue 2020: $0Expenses 2020: $1,700Net Income 2020: -$1,7002020Revenue 2021: $0Expenses 2021: $1,870Net Income 2021: -$1,8702021Revenue 2022: $0Expenses 2022: $1,980Net Income 2022: -$1,9802022Revenue 2023: $10,000Expenses 2023: $2,100Net Income 2023: $7,9002023Revenue 2024: $0Expenses 2024: $2,277Net Income 2024: -$2,2772024

Highlighted filing

2024

Revenue$0
Expenses$2,277
Net Income-$2,277

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.73$2.28$6.46$0.00$2.28$2.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$2.10$8.73$10.0$2.10$7.90
2022Detailed filing. Detailed filing data is available for this year.$2.83$2.00$0.83$0.00$1.98$1.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$1.87$2.81$0.00$1.87$1.87
2020Detailed filing. Detailed filing data is available for this year.$6.38$1.70$4.68$0.00$1.70$1.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$1.65$6.38$0.00$1.65$1.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.63$1.60$8.03$10.0$1.60$8.40
2017Detailed filing. Detailed filing data is available for this year.$1.18$1.55$0.37$0.00$1.55$1.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$1.50$1.18$0.00$1.50$1.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$2.38$2.68$0.00$2.38$2.38
2014Detailed filing. Detailed filing data is available for this year.$6.06$1.00$5.06$0.00$1.00$1.00
2013Detailed filing. Detailed filing data is available for this year.$7.06$1.00$6.06$0.00$1.00$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.06$1.00$7.06$0.00$1.00$1.00
2011Summary only. Only limited summary data is available for this year.$9.06$1.00$15.0$1.00$14.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

To hold 100% of the membership interests of affiliates risk management services, inc. ("arms"), a 501(c)(3) tax-exempt organization formed primarily to act in support and furtherance of the risk management activities of the trust's tax-exempt beneficiaries. The trust's primary responsibilities are (1) to elect the board of arms and otherwise exercise voting rights as arms's sole member, (2) to distribute such amounts upon the issuance of a dividend or upon the liquidation and dissolution of arms, and (3) to report annually to the trust's beneficiaries about the foregoing.

Program Services

DescriptionGrantsExpenses
THE TRUST EXISTS SOLELY TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC., A 501(C)(3) CORPORATION.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
H CARTERBoard Chair-$0--
R ROGERS COLLINSVice Chair-$0--
D HARRISTreasurer-$0--
L LINDENBAUMSecretary-$0--
S CROSSTrustee-$0--
S GREENBERGTrustee-$0--
D FENNERTrustee-$0--
A MANDADOTrustee-$0--
M LINTONTrustee-$0--
J PETUCHOWSKITrustee-$0--
D SILVERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
POLICYHOLDERS' TRUST
EIN
13-7305782
Phone
2122614440
Address
800 THIRD AVENUE 18TH FL, NEW YORK, NY 10022

Signing Officer

Name
H Carter
Title
Board Chair
Phone
2122614440
Signed
2025-07-29
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Garrett M Higgins
Phone
2122862600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 2,100. End of year amount: 2,277.

Raw XML Appendix197 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0A IUCHYK CHIEF FINANCIAL OFFICER
IRS990EZ/BooksInCareOfDetail/PhoneNum02122614440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 THIRD AVENUE 18TH FL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010022
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08732
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2277
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02277
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010832
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08732
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08732
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06455
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06455
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0H CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1R ROGERS COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2D HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3L LINDENBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4S CROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5S GREENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6D FENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7A MANDADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8M LINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9J PETUCHOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10D SILVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC. ("ARMS"), A 501(C)(3) TAX-EXEMPT ORGANIZATION FORMED PRIMARILY TO ACT IN SUPPORT AND FURTHERANCE OF THE RISK MANAGEMENT ACTIVITIES OF THE TRUST'S TAX-EXEMPT BENEFICIARIES. THE TRUST'S PRIMARY RESPONSIBILITIES ARE (1) TO ELECT THE BOARD OF ARMS AND OTHERWISE EXERCISE VOTING RIGHTS AS ARMS'S SOLE MEMBER, (2) TO DISTRIBUTE SUCH AMOUNTS UPON THE ISSUANCE OF A DIVIDEND OR UPON THE LIQUIDATION AND DISSOLUTION OF ARMS, AND (3) TO REPORT ANNUALLY TO THE TRUST'S BENEFICIARIES ABOUT THE FOREGOING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST EXISTS SOLELY TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC., A 501(C)(3) CORPORATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd01
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02277
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02277
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS CREATED FOR THE PURPOSE OF HOLDING ALL OF THE MEMBERSHIP INTERESTS IN AFFILIATES RISK MANAGEMENT SERVICES, INC. ("ARMS"), A NOT-FOR-PROFIT CORPORATION DETERMINED TO BE EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), WHICH ACTS PRIMARILY IN SUPPORT AND FURTHERANCE OF THE ACTIVITIES OF THE MEMBERS OF PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. ("PPFA"), PPFA AND ITS AFFILIATED TAX-EXEMPT AND PUBLICLY-SUPPORTED INSTITUTIONS, IN MAINTAINING THE PROGRAM UTILIZED FOR THE PURCHASING OF INSURANCE AND THE PERFORMANCE OF RISK MANAGEMENT, CLAIMS ADMINISTRATION, QUALITY ASSURANCE AND LOSS PREVENTION SERVICES TO REDUCE THE FREQUENCY AND SEVERITY OF LOSS AND ENHANCE THE CHARITABLE MISSION AND SERVICES OF PPFA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS IN THE ORGANIZATION'S GOVERNING DOCUMENTS. SPECIFICALLY, THE ORGANIZING DOCUMENTS DEFINE THE CLASS AS PPFA, AND ITS AFFILIATED TAX-EXEMPT AND PUBLICLY-SUPPORTED INSTITUTIONS. ELIGIBILITY FOR INCLUSION IN THE CLASS IS DETERMINED BY PPFA THROUGH A FORMAL ACCREDITATION PROCESS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE BOARD OF TRUSTEES SHALL CONSIST OF ELEVEN MEMBERS. A MINIMUM OF SIX OF THE TRUSTEES SHALL SERVE IN THE CAPACITY OF EITHER (I) A PLANNED PARENTHOOD AFFILIATE CEO, (II) AN INDIVIDUAL WHO AT THE TIME OF THEIR NOMINATION FOR THEIR FIRST TERM WAS A MEMBER OF THE BOARD OF DIRECTORS OR A COMMITTEE OF A PLANNED PARENTHOOD AFFILIATE, OR (III) AN INDIVIDUAL WHO AT THE TIME OF THEIR NOMINATION FOR THEIR FIRST TERM WAS A MEMBER OF THE BOARD OF DIRECTORS OR A COMMITTEE OF PPFA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990EZ, SCHEDULE A, PART I, LINE 12G, COL.(VI):
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1FORM 990EZ, SCHEDULE A, PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2FORM 990EZ, SCHEDULE A, PART IV, SECTION C, LINE 1:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0131644147
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PPFAINC ITS MEMBERS & AFFILIATES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,100. END OF YEAR AMOUNT: 2,277.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0H CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02122614440
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLICYHOLDERS' TRUST
ReturnHeader/Filer/BusinessNameControlTxt0POLI
ReturnHeader/Filer/EIN0137305782
ReturnHeader/Filer/PhoneNum02122614440
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 THIRD AVENUE 18TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0245 PARK AVENUE 12TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010167
ReturnHeader/PreparerPersonGrp/PhoneNum02122862600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT M HIGGINS
ReturnHeader/ReturnTs02025-07-29T18:48:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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