Civic Intelligence

Pdma Foundation

990EZ • Fiscal year 2015 • EIN 22-3761455

Jan 01, 2015 to Dec 31, 2015 • Filed on May 27, 2016

P O Box 219Oak Ridge, NC 27310

(336) 643-8955

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

48th percentile

0.6%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$83,018

Up $496 (+0.6%) from 2014

Net Assets

Up

$83,018

Up $496 (+0.6%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$32,043

Up $7,999 (+33%) from 2014

Expenses

Down

$31,547

Down $494 (-1.5%) from 2014

Net Income

Up

$496

Up $8,493 (+106%) from 2014

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $53,155Net Assets 2011: $53,1552011Assets 2012: $52,215Net Assets 2012: $52,2152012Assets 2013: $90,519Net Assets 2013: $90,5192013Assets 2014: $82,522Net Assets 2014: $82,5222014Assets 2015: $83,018Net Assets 2015: $83,0182015Assets 2016: $79,406Net Assets 2016: $79,4062016Assets 2017: $71,424Net Assets 2017: $71,4242017Assets 2018: $62,489Net Assets 2018: $62,4892018

Highlighted filing

2015

Assets$83,018
Liabilities-
Net Assets$83,018

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $19,528Expenses 2011: $9,489Net Income 2011: $10,0392011Revenue 2012: $7,355Expenses 2012: $8,295Net Income 2012: -$9402012Revenue 2013: $64,682Expenses 2013: $26,378Net Income 2013: $38,3042013Revenue 2014: $24,044Expenses 2014: $32,041Net Income 2014: -$7,9972014Revenue 2015: $32,043Expenses 2015: $31,547Net Income 2015: $4962015Revenue 2016: $24,041Expenses 2016: $27,653Net Income 2016: -$3,6122016Revenue 2017: $24,038Expenses 2017: $32,020Net Income 2017: -$7,9822017Revenue 2018: $20,033Expenses 2018: $28,968Net Income 2018: -$8,9352018

Highlighted filing

2015

Revenue$32,043
Expenses$31,547
Net Income$496
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 27, 2016
Return Version
2015v2.0
Gross Receipts
$32,043
Mission and Program Overview

Mission

This organization is organized exclusively for charitable and educational purposes, including education and research related to the field of product development management.

Program Services

DescriptionGrantsExpenses
DESIGN, CONDUCT AND PUBLISH A SURVEY OF PRODUCT DEVELOPMENT MANAGEMENT PRACTICES TO EDUCATE THOSE IN THE FIELD OF PRODUCT DEVELOPMENT.$29,313-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN MARKHAMPresident-$0--
DOUGLAS G BOIKETreasurer-$0--
ABBIE GRIFFINDirector-$0--
STEVE UBANSec/Director-$0--
Filing and Contact Details

Filer

Filer Name
Pdma Foundation
EIN
22-3761455
Phone
3366438955
Address
P O BOX 219, OAK RIDGE, NC 27310

Signing Officer

Name
Dr Douglas G Boike
Title
Treasurer
Signed
2016-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Kenyon Cpas Inc
Address
970 N OAKLAWN AVE STE 202, ELMHURST, IL 60126-1000
Preparer
Richard M Kenyon
Phone
6308053578
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - NOTE RELATED TO PAGE ONE ITEM KSTARTING AT INCEPTION IN MARCH 2002 THE ORGANIZATIONS STATUS WAS A CHARITABLE ORGANIZATION EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(a)(3) OF THE CODE. (IRC 509(a)(3) ORGANIZATIONS ARE TYPICALLY "SUPPORTING ORGANIZATIONS.") AT THE REQUEST OF THE ORGANIZATION, ON JULY 17, 2009 THE IRS DIRECTOR OF EXEMPT ORGANIZATIONS RULINGS AND AGREEMENTS ISSUED A LETTER TO THE ORGANIZATION STATING THAT THE IRS HAD MODIFIED THE PUBLIC CHARITY STATUS OF THE ORGANIZATION TO A PUBLIC CHARITY UNDER SECTION 509(a)(1) AND 170(b)(1)(A)(VI). (IRC 509(a)(1) ORGANIZATIONS ARE "STAND ALONE" CHARITABLE ORGANIZATIONS WHICH TYPICALLY RECEIVE MORE THAN 33 1/3% OF THEIR SUPPORT FROM PUBLIC CONTRIBUTIONS, GRANTS AND THROUGH REVENUES DIRECTLY RELATED TO THEIR EXEMPT PURPOSE AND LESS THAN 33 1/3% FROM INVESTMENTS.)

Other Expenses.1

CONFERENCE $4262

Other Expenses.2

STATE FEES $628

Raw XML Appendix179 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DR DOUGLAS G BOIKE
IRS990EZ/BooksInCareOfDetail/PhoneNum03366438955
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 219
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAK RIDGE NC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027310
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082522
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083018
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0496
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01606
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt082522
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083018
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt032043
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt043
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt082522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083018
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt082522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN MARKHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUGLAS G BOIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ABBIE GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE UBAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sec/Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04890
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THIS ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING EDUCATION AND RESEARCH RELATED TO THE FIELD OF PRODUCT DEVELOPMENT MANAGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DESIGN, CONDUCT AND PUBLISH A SURVEY OF PRODUCT DEVELOPMENT MANAGEMENT PRACTICES TO EDUCATE THOSE IN THE FIELD OF PRODUCT DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029313
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025051
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031547
IRS990EZ/TotalProgramServiceExpensesAmt029313
IRS990EZ/TotalRevenueAmt032043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PDMA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0145884
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0338
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01190
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0578
IRS990ScheduleA/InvestmentIncomeCYPct00.00390
IRS990ScheduleA/InvestmentIncomePYPct00.00400
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.55430
IRS990ScheduleA/PublicSupportPY509Pct00.58990
IRS990ScheduleA/PublicSupportTotal509Amt081849
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt022000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt012000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02225
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt014000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt065225
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt022000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt012000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt02225
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt014000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt065225
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019190
IRS990ScheduleA/Total509Grp/TotalAmt0147074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024044
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019528
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0147652
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - NOTE RELATED TO PAGE ONE ITEM KSTARTING AT INCEPTION IN MARCH 2002 THE ORGANIZATIONS STATUS WAS A CHARITABLE ORGANIZATION EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(a)(3) OF THE CODE. (IRC 509(a)(3) ORGANIZATIONS ARE TYPICALLY "SUPPORTING ORGANIZATIONS.") AT THE REQUEST OF THE ORGANIZATION, ON JULY 17, 2009 THE IRS DIRECTOR OF EXEMPT ORGANIZATIONS RULINGS AND AGREEMENTS ISSUED A LETTER TO THE ORGANIZATION STATING THAT THE IRS HAD MODIFIED THE PUBLIC CHARITY STATUS OF THE ORGANIZATION TO A PUBLIC CHARITY UNDER SECTION 509(a)(1) AND 170(b)(1)(A)(VI). (IRC 509(a)(1) ORGANIZATIONS ARE "STAND ALONE" CHARITABLE ORGANIZATIONS WHICH TYPICALLY RECEIVE MORE THAN 33 1/3% OF THEIR SUPPORT FROM PUBLIC CONTRIBUTIONS, GRANTS AND THROUGH REVENUES DIRECTLY RELATED TO THEIR EXEMPT PURPOSE AND LESS THAN 33 1/3% FROM INVESTMENTS.)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFERENCE $4262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATE FEES $628
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR DOUGLAS G BOIKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PDMA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO DR DOUGLAS BOIKE
ReturnHeader/Filer/BusinessNameControlTxt0PDMA
ReturnHeader/Filer/EIN0223761455
ReturnHeader/Filer/PhoneNum03366438955
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 219
ReturnHeader/Filer/USAddress/CityNm0OAK RIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENYON CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0970 N OAKLAWN AVE STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELMHURST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601261000
ReturnHeader/PreparerPersonGrp/PhoneNum06308053578
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard M Kenyon
ReturnHeader/ReturnTs02016-05-27T06:27:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings