Civic Intelligence

Pma Foundation

990 • Fiscal year 2018 • EIN 23-6296953

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 24, 2019

Organization ProfileN/A

View Organization Page

225 State StreetHarrisburg, PA 17101

(717) 232-0737

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2018 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2018 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2018

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-21%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$36,765,707

Down $4,249,915 (-10%) from 2017

Net Assets

Down

$36,757,121

Down $4,243,980 (-10%) from 2017

Liabilities

Down

$8,586

Down $5,935 (-41%) from 2017

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin74th percentile

Revenue

Down

$2,499,543

Down $649,191 (-21%) from 2017

Expenses

Up

$2,179,238

Up $359,343 (+20%) from 2017

Net Income

Down

$320,305

Down $1,008,534 (-76%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$60M$40M$20M$0Assets 2017: $41,015,622Liabilities 2017: $14,521Net Assets 2017: $41,001,1012017Assets 2018: $36,765,707Liabilities 2018: $8,586Net Assets 2018: $36,757,1212018Assets 2019: $41,599,274Liabilities 2019: $7,074Net Assets 2019: $41,592,2002019Assets 2020: $44,247,515Liabilities 2020: $27,970Net Assets 2020: $44,219,5452020Assets 2021: $47,149,701Liabilities 2021: $26,743Net Assets 2021: $47,122,9582021Assets 2022: $38,960,248Liabilities 2022: $33,896Net Assets 2022: $38,926,3522022Assets 2023: $41,496,809Liabilities 2023: $91,597Net Assets 2023: $41,405,2122023Assets 2024: $43,944,227Liabilities 2024: $81,366Net Assets 2024: $43,862,8612024

Highlighted filing

2018

Assets$36,765,707
Liabilities$8,586
Net Assets$36,757,121
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $3,148,734Expenses 2017: $1,819,895Net Income 2017: $1,328,8392017Revenue 2018: $2,499,543Expenses 2018: $2,179,238Net Income 2018: $320,3052018Revenue 2019: $1,234,757Expenses 2019: $1,976,132Net Income 2019: -$741,3752019Revenue 2020: $2,103,471Expenses 2020: $1,961,921Net Income 2020: $141,5502020Revenue 2021: $3,194,949Expenses 2021: $2,489,498Net Income 2021: $705,4512021Revenue 2022: $2,070,588Expenses 2022: $2,332,006Net Income 2022: -$261,4182022Revenue 2023: $1,950,700Expenses 2023: $2,715,447Net Income 2023: -$764,7472023Revenue 2024: $2,667,051Expenses 2024: $2,669,993Net Income 2024: -$2,9422024

Highlighted filing

2018

Revenue$2,499,543
Expenses$2,179,238
Net Income$320,305
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 24, 2019
Return Version
2018v3.1
Gross Receipts
$14,229,991
Mission and Program Overview

Mission

To sponsor educational programs conducted by other persons or organizations that are directly related to business and public policies affecting the pa economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$39,679,573$35,526,652▼ $4,152,921
Land, Buildings, and Equipment, Net$1,227,772$1,179,098▼ $48,674
Savings and Temporary Cash Investments$74,792$28,940▼ $45,852
Prepaid Expenses and Deferred Charges$18,509$15,384▼ $3,125
Total Assets$41,015,622$36,765,707▼ $4,249,915
Other Assets Total$14,976$15,633▲ $657
Liabilities
Accounts Payable and Accrued Expenses$13,521$7,586▼ $5,935
Deferred Revenue$1,000$1,000→ $0
Total Liabilities$14,521$8,586▼ $5,935
Net Assets / Fund Balance
Unrestricted Net Assets$41,001,101$36,757,121▼ $4,243,980
Total Net Assets Fund Balance$41,001,101$36,757,121▼ $4,243,980
Total Liabilities and Net Assets / Fund Balance$41,015,622$36,765,707▼ $4,249,915

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,019,098$615,275$1,634,373
Land$160,000-$160,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
David N TaylorPresident, CPT$220,671$33,322$253,993
David N TaylorPresident, CEO-$220,671$30,082$250,753
Carol SpanitzSecretaryPT$97,545$25,434$122,979
Carl a MarraraTreasurerPT$90,212$24,293$114,505
Lowman S HenryChairman-$60,000-$60,000

Board Members and Trustees

NameTitle
Dr C Jake HaulkTrustee
Frederick W Anton IvTrustee
John J Trombetta SrTrustee
Thomas M OwlettTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,525
Investment Income
$2,489,647
Other Revenue
$2,371
Change in Net Assets
$320,305
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,539,303
Salaries, Compensation, and Employee Benefits$639,935
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$536,827
Fees for Service Investment Mgmnt Fees---$139,949
Occupancy---$67,113
Other Salaries and Wages---$64,352
Depreciation Depletion---$48,675
Fees for Services Legal---$37,620
Payroll Taxes---$35,833
Insurance---$23,329
Fees for Services Management---$17,986
Fees for Services Accounting---$6,855
Pension Plan Contributions---$2,102
Other Expenses---$1,922
Other Employee Benefits---$821
Office Expenses---$270
Total Functional Expenses$0$0$0$2,179,238
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$17,000
Current Year Nondeductible Lobbying and Political Cost$7,525
Total Nondeductible Lobbying and Political Cost$7,525
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Chairman, president and staff review the 990. The 990 is sent to the entire board for review and approval before being filed.”

Form 990, Page 6, Part VI, Line 15A

“The board has elected a three member compensation committee to review and recommend salaries for the chairman and president/ceo. The chairman and president/ceo have employment contracts.”

Form 990, Page 6, Part VI, Line 15B

“The president/ceo oversees staff compensation.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Pma Foundation
EIN
23-6296953
Phone
7172320737
Address
225 STATE STREET, HARRISBURG, PA 17101

Signing Officer

Name
David N Taylor
Title
President, CEO
Phone
7172320737
Signed
2019-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David N Taylor
Formed
1995
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
8

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
William P Ashman CPA
Phone
7176973888
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by pmaf. Management evaluated the tax positions taken and concluded that pmaf had taken no uncertain tax positions that require recognition or disclosure in the consolidated financial statements. No provision or benefit for income taxes has been included in these consolidated financial statements. With few exceptions, pmaf are no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before december 31, 2015.”

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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt011250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018832
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt03240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID N TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT, CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0250753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt03240
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHAIRMAN, PRESIDENT AND STAFF REVIEW THE 990. THE 990 IS SENT TO THE ENTIRE BOARD FOR REVIEW AND APPROVAL BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD HAS ELECTED A THREE MEMBER COMPENSATION COMMITTEE TO REVIEW AND RECOMMEND SALARIES FOR THE CHAIRMAN AND PRESIDENT/CEO. THE CHAIRMAN AND PRESIDENT/CEO HAVE EMPLOYMENT CONTRACTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT/CEO OVERSEES STAFF COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt036765707
IRS990/TotalAssetsGrp/BOYAmt041015622
IRS990/TotalAssetsGrp/EOYAmt036765707
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02179238
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014521
IRS990/TotalLiabilitiesEOYAmt08586
IRS990/TotalLiabilitiesGrp/BOYAmt014521
IRS990/TotalLiabilitiesGrp/EOYAmt08586
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036757121
IRS990/TotalOtherCompensationAmt083049
IRS990/TotalProgramServiceRevenueAmt07525
IRS990/TotalReportableCompFromOrgAmt0468428
IRS990/TotalRevenueGrp/ExclusionAmt02489647
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09896
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02499543
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036765707
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IRS990/VotingMembersGoverningBodyCnt07
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID N TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07172320737
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PMAF
ReturnHeader/Filer/EIN0236296953
ReturnHeader/Filer/PhoneNum07172320737
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B9AA677B47C25125D203948104D712466EBB4D6C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0125C1D2B045FE8852474242398D7B93AE89715FF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.95.34.166
ReturnHeader/FilingSecurityInformation/IPDt02019-10-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:41:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232213999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON & MUSSER PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0176 CUMBERLAND PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MECHANICSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017055
ReturnHeader/PreparerPersonGrp/PhoneNum07176973888
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM P ASHMAN CPA
ReturnHeader/ReturnTs02019-10-02T11:41:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,765,707
Liabilities
$8,586
Net assets
$36,757,121
Revenue
$2,499,543
Expenses
$2,179,238
Net income
$320,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.9$0.08$43.9$2.67$2.67$0.00
2023Detailed filing. Detailed filing data is available for this year.$41.5$0.09$41.4$1.95$2.72$0.76
2022Detailed filing. Detailed filing data is available for this year.$39.0$0.03$38.9$2.07$2.33$0.26
2021Detailed filing. Detailed filing data is available for this year.$47.1$0.03$47.1$3.19$2.49$0.71
2020Detailed filing. Detailed filing data is available for this year.$44.2$0.03$44.2$2.10$1.96$0.14
2019Detailed filing. Detailed filing data is available for this year.$41.6$0.01$41.6$1.23$1.98$0.74
2018Detailed filing. Detailed filing data is available for this year.$36.8$0.01$36.8$2.50$2.18$0.32
2017Detailed filing. Detailed filing data is available for this year.$41.0$0.01$41.0$3.15$1.82$1.33