Civic Intelligence

Pma Foundation

990 • Fiscal year 2023 • EIN 23-6296953

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 24, 2024

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

6th percentile

0.00x

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

2023 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

7th percentile

0.05x

Higher debt load relative to revenue than 7% of similar nonprofits.

2023 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2023

Net Margin

4th percentile

-39%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$351,272

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2023 filings • 501(c)6 • $25M-$50M nonprofits • Source year 2023

Asset Growth

43rd percentile

6.5%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-5.8%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)6 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$41,496,809

Up $2,536,561 (+6.5%) from 2022

Net Assets

Up

$41,405,212

Up $2,478,860 (+6.4%) from 2022

Liabilities

Up

$91,597

Up $57,701 (+170%) from 2022

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin4th percentile

Revenue

Down

$1,950,700

Down $119,888 (-5.8%) from 2022

Expenses

Up

$2,715,447

Up $383,441 (+16%) from 2022

Net Income

Down

-$764,747

Down $503,329 (-193%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$41,496,809
Liabilities$91,597
Net Assets$41,405,212
Open 2023 Filing

Operations Trend

Revenue Growth17th 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

2023

Revenue$1,950,700
Expenses$2,715,447
Net Income-$764,747
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 24, 2024
Return Version
2023v5.0
Gross Receipts
$8,458,172
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$37,353,009$39,960,321▲ $2,607,312
Land, Buildings, and Equipment, Net$1,512,243$1,463,447▼ $48,796
Prepaid Expenses and Deferred Charges$26,097$27,782▲ $1,685
Accounts Receivable-$22,481-
Savings and Temporary Cash Investments$56,488$6,416▼ $50,072
Total Assets$38,960,248$41,496,809▲ $2,536,561
Other Assets Total$12,411$16,362▲ $3,951
Liabilities
Accounts Payable and Accrued Expenses$33,896$87,441▲ $53,545
Deferred Revenue-$4,156-
Total Liabilities$33,896$91,597▲ $57,701
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,926,352$41,405,212▲ $2,478,860
Total Net Assets Fund Balance$38,926,352$41,405,212▲ $2,478,860
Total Liabilities and Net Assets / Fund Balance$38,960,248$41,496,809▲ $2,536,561

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,153,396$874,145$2,027,541
Land$310,051-$310,051
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David N TaylorPresident, CPT$312,453$38,819$351,272
David N TaylorPresident, CEO-$312,453$35,119$347,572
Carl a MarraraTreasurerPT$189,966$31,199$221,165
Carol SpanitzSecretaryPT$137,776$36,597$174,373
Lowman S HenryChairman-$111,136-$111,136

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,969
Investment Income
$1,947,352
Other Revenue
$379
Change in Net Assets
$-764,747

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,816,939
Revenue Not Reported on Financial Statements
$133,761
Revenue Not Reported on Form 990
$3,243,607
Other Revenue Adjustments
$133,761
Total Revenue per Audited Statements
$5,060,546
Total Revenue per Form 990
$1,950,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,722,206
Salaries, Compensation, and Employee Benefits$993,241
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---$854,246
Fees for Service Investment Mgmnt Fees---$133,761
Occupancy---$116,105
Other Salaries and Wages---$81,391
Fees for Services Legal---$57,627
Depreciation Depletion---$53,839
Payroll Taxes---$53,086
Fees for Services Lobbying---$37,772
Fees for Services Accounting---$23,705
Insurance---$12,816
Pension Plan Contributions---$3,682
Office Expenses---$2,435
Other Expenses---$1,146
Other Employee Benefits---$836
Total Functional Expenses$0$0$0$2,715,447

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,715,447
Expenses per Audited Statements$2,581,686
Total Expenses per Audited Statements$2,581,686
Expenses Not Reported on Financial Statements$133,761
Other Expense Adjustments$133,761
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$56,450
Current Year Nondeductible Lobbying and Political Cost$2,969
Total Nondeductible Lobbying and Political Cost$2,969
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
2024-10-24
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
5

Preparer

Firm
Hamilton & Musser Pc Cpas
Address
176 CUMBERLAND PARKWAY, MECHANICSBURG, PA 17055
Preparer
Mark S Mcnally CPA
Phone
7176973888
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment fees -133,761 investment fees 133,761”

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, 2020.”

Schedule D, Page 4, Part XI, Line 4B

“INVESTMENT FEES 133,761”

Schedule D, Page 4, Part XII, Line 4B

“INVESTMENT FEES 133,761”

Raw XML AppendixShowing 400 of 426 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/BOYAmt033896
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt087441
IRS990/AccountsReceivableGrp/EOYAmt022481
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/TotalAmt0854246
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01947352
IRS990/CYOtherExpensesAmt01722206
IRS990/CYOtherRevenueAmt0379
IRS990/CYProgramServiceRevenueAmt02969
IRS990/CYRevenuesLessExpensesAmt0-764747
IRS990/CYSalariesCompEmpBnftPaidAmt0993241
IRS990/CYTotalExpensesAmt02715447
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01950700
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt04156
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt053839
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/TotalAmt023705
IRS990/FeesForServicesLegalGrp/TotalAmt057627
IRS990/FeesForServicesLobbyingGrp/TotalAmt037772
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0133761
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/AverageHoursPerWeekRt81.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt138819
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240297
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt334899
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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/PersonNm8KAREN M MUSANTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0111136
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1312453
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2137776
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3189966
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/ReportableCompFromRltdOrgAmt80
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/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0889085
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07396557
IRS990/GrossReceiptsAmt08458172
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt012816
IRS990/InvestmentIncomeGrp/ExclusionAmt01058267
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01058267
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt037353009
IRS990/InvestmentsPubTradedSecGrp/EOYAmt039960321
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt0874145
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01512243
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01463447
IRS990/LandBldgEquipCostOrOtherBssAmt02337592
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06507472
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/NetAssetsOrFundBalancesBOYAmt038926352
IRS990/NetAssetsOrFundBalancesEOYAmt041405212
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0889085
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0889085
IRS990/NetUnrlzdGainsLossesInvstAmt03243607
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt038926352
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt041405212
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0116105
IRS990/OfficeExpensesGrp/TotalAmt02435
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012411
IRS990/OtherAssetsTotalGrp/EOYAmt016362
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0836
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/TotalAmt01283000
IRS990/OtherExpensesGrp/TotalAmt11146
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0379
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0379
IRS990/OtherRevenueTotalAmt0379
IRS990/OtherSalariesAndWagesGrp/TotalAmt081391
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt053086
IRS990/PensionPlanContributionsGrp/TotalAmt03682
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026097
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027782
IRS990/PrincipalOfficerNm0DAVID N TAYLOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP SUBSCRIPTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02969
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02969
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt02062958
IRS990/PYOtherExpensesAmt01452634
IRS990/PYOtherRevenueAmt0355
IRS990/PYProgramServiceRevenueAmt07275
IRS990/PYRevenuesLessExpensesAmt0-261418
IRS990/PYSalariesCompEmpBnftPaidAmt0879372
IRS990/PYTotalExpensesAmt02332006
IRS990/PYTotalRevenueAmt02070588
IRS990/ReconcilationRevenueExpnssAmt0-764747
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056488
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06416
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AggregateReportedDuesNtcAmt0742
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt02969
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt02969
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt02969
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt056450
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/TaxableAmt02227
IRS990ScheduleD/BuildingsGrp/BookValueAmt01153396
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0874145
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02027541
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0133761
IRS990ScheduleD/ExpensesSubtotalAmt02581686
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0310051
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0310051
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03243607
IRS990ScheduleD/OtherExpensesNotIncludedAmt0133761
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0133761
IRS990ScheduleD/RevenueNotReportedAmt03243607
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0133761
IRS990ScheduleD/RevenueSubtotalAmt01816939
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, 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES 133,761
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 133,761
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01463447
IRS990ScheduleD/TotalExpensesPerForm990Amt02715447
IRS990ScheduleD/TotalRevenuePerForm990Amt01950700
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05060546
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02581686
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0312453
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1137776
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2189966
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt115623
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt25830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt028177
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt120974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt225369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt03700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt13700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt23700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID N TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CAROL SPANITZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CARL A MARRARA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT, CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0347572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1174373
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2221165
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt03700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt13700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt23700
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/ExplanationTxt4INVESTMENT FEES -133,761 INVESTMENT FEES 133,761
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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/InvolvedAmt01135000
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/TotalAssetsBOYAmt038960248
IRS990/TotalAssetsEOYAmt041496809
IRS990/TotalAssetsGrp/BOYAmt038960248
IRS990/TotalAssetsGrp/EOYAmt041496809
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02715447
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033896
IRS990/TotalLiabilitiesEOYAmt091597
IRS990/TotalLiabilitiesGrp/BOYAmt033896
IRS990/TotalLiabilitiesGrp/EOYAmt091597
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038926352
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt041405212
IRS990/TotalOtherCompensationAmt0114015
IRS990/TotalProgramServiceRevenueAmt02969
IRS990/TotalReportableCompFromOrgAmt0751331
IRS990/TotalRevenueGrp/ExclusionAmt01058267
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0892433
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01950700
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038960248
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt041496809
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0225 STATE STREET
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017101
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID N TAYLOR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,496,809
Liabilities
$91,597
Net assets
$41,405,212
Revenue
$1,950,700
Expenses
$2,715,447
Net income
-$764,747
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