Civic Intelligence

Pma Foundation

990 • Fiscal year 2021 • EIN 23-6296953

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 22, 2022

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

5th percentile

0.00x

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

2021 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2021

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$333,409

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2021 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2021

Asset Growth

35th percentile

6.6%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

52%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$47,149,701

Up $2,902,186 (+6.6%) from 2020

Net Assets

Up

$47,122,958

Up $2,903,413 (+6.6%) from 2020

Liabilities

Down

$26,743

Down $1,227 (-4.4%) from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin72nd percentile

Revenue

Up

$3,194,949

Up $1,091,478 (+52%) from 2020

Expenses

Up

$2,489,498

Up $527,577 (+27%) from 2020

Net Income

Up

$705,451

Up $563,901 (+398%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$47,149,701
Liabilities$26,743
Net Assets$47,122,958
Open 2021 Filing

Operations Trend

Revenue Growth84th 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

2021

Revenue$3,194,949
Expenses$2,489,498
Net Income$705,451
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 22, 2022
Return Version
2021v4.0
Gross Receipts
$8,099,965
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$42,419,868$45,379,831▲ $2,959,963
Land, Buildings, and Equipment, Net$1,572,300$1,552,905▼ $19,395
Savings and Temporary Cash Investments$227,108$186,800▼ $40,308
Prepaid Expenses and Deferred Charges$16,487$19,867▲ $3,380
Total Assets$44,247,515$47,149,701▲ $2,902,186
Other Assets Total$11,752$10,298▼ $1,454
Liabilities
Accounts Payable and Accrued Expenses$27,970$26,743▼ $1,227
Total Liabilities$27,970$26,743▼ $1,227
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$44,219,545$47,122,958▲ $2,903,413
Total Net Assets Fund Balance$44,219,545$47,122,958▲ $2,903,413
Total Liabilities and Net Assets / Fund Balance$44,247,515$47,149,701▲ $2,902,186

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,242,854$766,182$2,009,036
Land$310,051-$310,051
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David N TaylorPresident, CPT$290,417$42,992$333,409
David N TaylorPresident, CEO-$290,417$39,477$329,894
Carol SpanitzSecretaryPT$123,252$25,961$149,213
Carl a MarraraTreasurerPT$112,557$30,449$143,006
Lowman S HenryChairman-$93,437-$93,437

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
$1,875
Investment Income
$3,176,275
Other Revenue
$16,799
Change in Net Assets
$705,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,665,885
Salaries, Compensation, and Employee Benefits$823,613
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---$712,035
Fees for Service Investment Mgmnt Fees---$158,501
Occupancy---$112,724
Fees for Services Legal---$76,459
Other Salaries and Wages---$59,053
Depreciation Depletion---$53,416
Payroll Taxes---$43,157
Fees for Services Accounting---$18,785
Fees for Services Lobbying---$17,916
Insurance---$12,582
Other Employee Benefits---$6,686
Pension Plan Contributions---$2,682
Office Expenses---$1,356
Other Expenses---$1,146
Total Functional Expenses$0$0$0$2,489,498
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$12,750
Current Year Nondeductible Lobbying and Political Cost$1,875
Total Nondeductible Lobbying and Political Cost$1,875
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
2022-09-22
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
5

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
Mark S Mcnally 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. Managment 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 is no longer subject to income tax examinations by the u.s federal, state or local tax authorities for years before december 31, 2018.”

Raw XML Appendix395 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt027970
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026743
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SPONSOR EDUCATIONAL PROGRAMS CONDUCTED BY OTHER PERSONS OR ORGANIZATIONS THAT ARE DIRECTLY RELATED TO BUSINESS AND PUBLIC POLICIES AFFECTING THE PA ECONOMY.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CAROL SPANITZ
IRS990/BooksInCareOfDetail/PhoneNum07172320737
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 STATE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARRISBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017101
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0712035
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03176275
IRS990/CYOtherExpensesAmt01665885
IRS990/CYOtherRevenueAmt016799
IRS990/CYProgramServiceRevenueAmt01875
IRS990/CYRevenuesLessExpensesAmt0705451
IRS990/CYSalariesCompEmpBnftPaidAmt0823613
IRS990/CYTotalExpensesAmt02489498
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03194949
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt053416
IRS990/Desc0EVERYTHING NECESSARY AND APPROPRIATE TO PROMOTE THE ECONOMIC PROSPERITY OF THE COMMONWEALTH OF PA AND ITS MANUFACTURING AND SERVICE INDUSTRIES WERE ACHIEVED IN CARRYING OUT THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt018785
IRS990/FeesForServicesLegalGrp/TotalAmt076459
IRS990/FeesForServicesLobbyingGrp/TotalAmt017916
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0158501
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt142992
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt229476
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330449
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LOWMAN S HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID N TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROL SPANITZ
IRS990/Form990PartVIISectionAGrp/PersonNm3CARL A MARRARA
IRS990/Form990PartVIISectionAGrp/PersonNm4FREDERICK W ANTON IV
IRS990/Form990PartVIISectionAGrp/PersonNm5DR C JAKE HAULK
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS M OWLETT
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN J TROMBETTA SR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt093437
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1290417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2123252
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3112557
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT, C
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01234528
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06139544
IRS990/GrossReceiptsAmt08099965
IRS990/GrossRentsGrp/RealAmt016330
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt012582
IRS990/InvestmentIncomeGrp/ExclusionAmt01941747
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01941747
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042419868
IRS990/InvestmentsPubTradedSecGrp/EOYAmt045379831
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt0766182
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01572300
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01552905
IRS990/LandBldgEquipCostOrOtherBssAmt02319087
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04905016
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SPONSOR EDUCATIONAL PROGRAMS CONDUCTED BY OTHER PERSONS OR ORGANIZATIONS THAT ARE DIRECTLY RELATED TO BUSINESS AND PUBLIC POLICIES AFFECTING THE PA ECONOMY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt044219545
IRS990/NetAssetsOrFundBalancesEOYAmt047122958
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01234528
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01234528
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt016330
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016330
IRS990/NetUnrlzdGainsLossesInvstAmt02197962
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt044219545
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt047122958
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0112724
IRS990/OfficeExpensesGrp/TotalAmt01356
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011752
IRS990/OtherAssetsTotalGrp/EOYAmt010298
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06686
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/TotalAmt01213000
IRS990/OtherExpensesGrp/TotalAmt11146
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0469
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0469
IRS990/OtherRevenueTotalAmt0469
IRS990/OtherSalariesAndWagesGrp/TotalAmt059053
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt043157
IRS990/PensionPlanContributionsGrp/TotalAmt02682
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016487
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019867
IRS990/PrincipalOfficerNm0DAVID N TAYLOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP SUBSCRIPTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01875
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt02095414
IRS990/PYOtherExpensesAmt01203960
IRS990/PYOtherRevenueAmt0782
IRS990/PYProgramServiceRevenueAmt07275
IRS990/PYRevenuesLessExpensesAmt0141550
IRS990/PYSalariesCompEmpBnftPaidAmt0757961
IRS990/PYTotalExpensesAmt01961921
IRS990/PYTotalRevenueAmt02103471
IRS990/ReconcilationRevenueExpnssAmt0705451
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt016330
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0227108
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0186800
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0469
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt01875
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt01875
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt01875
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt012750
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DISBURSES POLITICAL CONTRIBUTIONS TO CANDIDATES AND INCUMBENTS FOR STATEWIDE OFFICE AND THE STATE LEGISLATURE. THE FOUNDATION DOES NOT PROVIDE ENDORSEMENTS FOR POLITICAL CANDIDATES OR COMMITTEES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleC/TaxableAmt01406
IRS990ScheduleD/BuildingsGrp/BookValueAmt01242854
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0766182
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02009036
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0310051
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0310051
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY PMAF. MANAGMENT 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 IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01552905
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0290417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1123252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014521
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt16216
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt024956
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt119745
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt03515
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt13515
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID N TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CAROL SPANITZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT, CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0329894
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1149213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt03515
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt13515
IRS990ScheduleJ/SeverancePaymentInd0false
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PENNSYLVANIA MANUFACTURERS' ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0251738898
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0225 STATE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HARRISBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd017101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01060000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PMA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PMA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2PMA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3PMA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3O
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt044247515
IRS990/TotalAssetsEOYAmt047149701
IRS990/TotalAssetsGrp/BOYAmt044247515
IRS990/TotalAssetsGrp/EOYAmt047149701
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02489498
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027970
IRS990/TotalLiabilitiesEOYAmt026743
IRS990/TotalLiabilitiesGrp/BOYAmt027970
IRS990/TotalLiabilitiesGrp/EOYAmt026743
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt044219545
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047122958
IRS990/TotalOtherCompensationAmt0102917
IRS990/TotalProgramServiceRevenueAmt01875
IRS990/TotalReportableCompFromOrgAmt0619663
IRS990/TotalRevenueGrp/ExclusionAmt01941747
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01253202
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03194949
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt044247515
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047149701
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0225 STATE STREET
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017101
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID N TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT, CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07172320737
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PMA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PMAF
ReturnHeader/Filer/EIN0236296953
ReturnHeader/Filer/PhoneNum07172320737
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017101
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/PreparationDt02022-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S MCNALLY CPA
ReturnHeader/ReturnTs02022-09-23T12:17:44-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAYLOR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,149,701
Liabilities
$26,743
Net assets
$47,122,958
Revenue
$3,194,949
Expenses
$2,489,498
Net income
$705,451
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