Civic Intelligence

Pdma Foundation

990EZ • Fiscal year 2017 • EIN 22-3761455

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 05, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

-0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$71,424

Down $7,982 (-10%) from 2016

Net Assets

Down

$71,424

Down $7,982 (-10%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$24,038

Down $3 (-0.0%) from 2016

Expenses

Up

$32,020

Up $4,367 (+16%) from 2016

Net Income

Down

-$7,982

Down $4,370 (-121%) from 2016

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

2017

Assets$71,424
Liabilities-
Net Assets$71,424

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

2017

Revenue$24,038
Expenses$32,020
Net Income-$7,982
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 5, 2018
Return Version
2017v2.2
Gross Receipts
$24,038
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.$32,020-
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
2018-08-05
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 $2131

Other Expenses.2

STATE FEES $10

Raw XML Appendix170 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.

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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 $2131
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0970 N OAKLAWN AVE STE 202
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ReturnHeader/PreparerPersonGrp/PhoneNum06308053578
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard M Kenyon
ReturnHeader/ReturnTs02018-08-05T14:36:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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