Civic Intelligence

Pma Foundation

990 • Fiscal year 2019 • EIN 23-6296953

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

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.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.01x

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

2019 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2019

Net Margin

3rd percentile

-60%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

18th percentile

$284,187

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2019

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-51%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$41,599,274

Up $4,833,567 (+13%) from 2018

Net Assets

Up

$41,592,200

Up $4,835,079 (+13%) from 2018

Liabilities

Down

$7,074

Down $1,512 (-18%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin3rd percentile

Revenue

Down

$1,234,757

Down $1,264,786 (-51%) from 2018

Expenses

Down

$1,976,132

Down $203,106 (-9.3%) from 2018

Net Income

Down

-$741,375

Down $1,061,680 (-331%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2019

Assets$41,599,274
Liabilities$7,074
Net Assets$41,592,200
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$1,234,757
Expenses$1,976,132
Net Income-$741,375
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$8,562,220
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$35,526,652$40,390,555▲ $4,863,903
Land, Buildings, and Equipment, Net$1,179,098$1,131,374▼ $47,724
Savings and Temporary Cash Investments$28,940$46,233▲ $17,293
Prepaid Expenses and Deferred Charges$15,384$15,808▲ $424
Total Assets$36,765,707$41,599,274▲ $4,833,567
Other Assets Total$15,633$15,304▼ $329
Liabilities
Accounts Payable and Accrued Expenses$7,586$6,824▼ $762
Deferred Revenue$1,000$250▼ $750
Total Liabilities$8,586$7,074▼ $1,512
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,757,121$41,592,200▲ $4,835,079
Total Net Assets Fund Balance$36,757,121$41,592,200▲ $4,835,079
Total Liabilities and Net Assets / Fund Balance$36,765,707$41,599,274▲ $4,833,567

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$971,374$662,999$1,634,373
Land$160,000-$160,000
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David N TaylorPresident, CPT$245,336$38,851$284,187
David N TaylorPresident, CEO-$245,336$35,476$280,812
Carol SpanitzSecretaryPT$96,831$27,512$124,343
Carl a MarraraTreasurerPT$89,565$22,381$111,946
Lowman S HenryChairman-$83,000-$83,000

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
$7,375
Investment Income
$1,226,800
Other Revenue
$582
Change in Net Assets
$-741,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,276,671
Salaries, Compensation, and Employee Benefits$699,461
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---$600,101
Fees for Service Investment Mgmnt Fees---$140,692
Occupancy---$81,278
Other Salaries and Wages---$50,687
Depreciation Depletion---$47,724
Payroll Taxes---$37,258
Fees for Services Management---$20,067
Fees for Services Legal---$18,689
Insurance---$11,959
Fees for Services Accounting---$7,030
Other Employee Benefits---$6,750
Pension Plan Contributions---$4,665
Other Expenses---$1,194
Office Expenses---$38
Total Functional Expenses$0$0$0$1,976,132
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$25,050
Current Year Nondeductible Lobbying and Political Cost$7,375
Total Nondeductible Lobbying and Political Cost$7,375
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
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
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David N Taylor
Formed
1995
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
6

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, 2016.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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, 2016.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt012375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023101
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
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/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0825000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01976132
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IRS990/TotalLiabilitiesBOYAmt08586
IRS990/TotalLiabilitiesEOYAmt07074
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IRS990/TotalLiabilitiesGrp/EOYAmt07074
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036757121
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt041592200
IRS990/TotalOtherCompensationAmt088744
IRS990/TotalProgramServiceRevenueAmt07375
IRS990/TotalReportableCompFromOrgAmt0514732
IRS990/TotalRevenueGrp/ExclusionAmt0799655
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0435102
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01234757
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID N TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07172320737
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PMAF
ReturnHeader/Filer/EIN0236296953
ReturnHeader/Filer/PhoneNum07172320737
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F64687820BDA6C26ABD23A22B91D0ACC20F49965
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0125C1D2B045FE8852474242398D7B93AE89715FF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.95.34.166
ReturnHeader/FilingSecurityInformation/IPDt02020-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:15:19
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/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM P ASHMAN CPA
ReturnHeader/ReturnTs02020-11-05T13:15:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,599,274
Liabilities
$7,074
Net assets
$41,592,200
Revenue
$1,234,757
Expenses
$1,976,132
Net income
-$741,375
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