Civic Intelligence

The Pmg Foundation

990PF • Fiscal year 2020 • EIN 39-1568547

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

PO Box 17Sparta, WI 54656-0017

(608) 269-3000

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Up

$9,253,583

Up $921,390 (+11%) from 2016

Net Assets

Up

$9,253,583

Up $921,390 (+11%) from 2016

Liabilities

Flat

$1

Flat from 2016

Revenue

Down

$653,743

Down $1,252,555 (-66%) from 2016

Expenses

Up

$463,153

Up $17,985 (+4.0%) from 2016

Net Income

Down

$190,590

Down $1,270,540 (-87%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $1,693,019Liabilities 2012: $02012Assets 2013: $1,675,715Liabilities 2013: $02013Assets 2014: $1,627,089Liabilities 2014: $1Net Assets 2014: $1,627,0892014Assets 2015: $6,871,063Liabilities 2015: $02015Assets 2016: $8,332,193Liabilities 2016: $1Net Assets 2016: $8,332,1932016Assets 2020: $9,253,583Liabilities 2020: $1Net Assets 2020: $9,253,5832020Assets 2021: $9,831,036Liabilities 2021: $1Net Assets 2021: $9,831,0362021Assets 2022: $10,392,393Liabilities 2022: $1Net Assets 2022: $10,392,3932022Assets 2023: $9,823,628Liabilities 2023: $1Net Assets 2023: $9,823,6282023Assets 2024: $9,493,341Liabilities 2024: $1Net Assets 2024: $9,493,3412024Assets 2025: $9,914,675Liabilities 2025: $0Net Assets 2025: $9,914,6752025

Highlighted filing

2020

Assets$9,253,583
Liabilities$1
Net Assets$9,253,583

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $96,296Expenses 2012: $102,327Net Income 2012: -$6,0312012Revenue 2013: $87,835Expenses 2013: $105,139Net Income 2013: -$17,3042013Revenue 2014: $85,571Expenses 2014: $134,197Net Income 2014: -$48,6262014Revenue 2015: $5,337,282Expenses 2015: $93,308Net Income 2015: $5,243,9742015Revenue 2016: $1,906,298Expenses 2016: $445,168Net Income 2016: $1,461,1302016Revenue 2020: $653,743Expenses 2020: $463,153Net Income 2020: $190,5902020Revenue 2021: $1,084,292Expenses 2021: $502,815Net Income 2021: $581,4772021Revenue 2022: $1,021,689Expenses 2022: $455,042Net Income 2022: $566,6472022Revenue 2023: $27,878Expenses 2023: $597,102Net Income 2023: -$569,2242023Revenue 2024: $376,526Expenses 2024: $710,141Net Income 2024: -$333,6152024Revenue 2025: $919,538Expenses 2025: $492,735Net Income 2025: $426,8032025

Highlighted filing

2020

Revenue$653,743
Expenses$463,153
Net Income$190,590
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP M GELATTPresident/Treasurer/Director-$0--
RITA A FORBESVice President/Secretary-$0--
MELISSA K GELATTDirector-$0--
VIRGINIA W BROOKSDirector-$0--
JOHN DUNCAN WANNAMAKERDirector-$0--
PHILIP M GELATT JRDirector-$0--
CLARA E GELATTDirector-$0--
JONATHAN S GELATTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAYO CLINICGENERALPCLA CROSSE, WI, US$100,000
Paid GrantMISSISSIPPI VALLEY CONSERVANCY INCGENERALPCLA CROSSE, WI, US$75,000
Paid GrantGUNDERSEN LUTHERAN MEDICAL CENTERCOMMUNITY DENTAL CLINICPCLA CROSSE, WI, US$50,000
Paid GrantFRIENDS OF THE SPARTA PUBLIC LIBRARYGENERALPCSPARTA, IL, US$50,000
Paid GrantLA CROSSE NEIGHBORHOODS INCVETERANS MEMORIAL POOL CAMPAIGNPCLA CROSSE, WI, US$40,000
Paid GrantCOULEE COUNCIL ON ADDICTIONS INCGENERALPCLA CROSSE, WI, US$25,000
Paid GrantBOYS & GIRLS CLUB OF SPARTA INCGENERALPCLA CROSSE, WI, US$25,000
Paid GrantSUSTAINABLE DRIFTLESS INCGENERALPCLA CROSSE, WI, US$12,500
Paid GrantLA CROSSE NEIGHBORHOODS INCBLUFFSIDE PARK PROJECTPCLA CROSSE, WI, US$10,000
Paid GrantHUNGER TASK FORCE OF LA CROSSE INCGENERALPCLA CROSSE, WI, US$10,000
Paid GrantLA CROSSE COMMUNITY FOUNDATIONGENERALPCLA CROSSE, WI, US$10,000
Paid GrantVITERBO UNIVERSITYGENERALPCLA CROSSE, WI, US$5,000
Paid GrantBOY SCOUTS OF AMERICA 624 GATEWAY AREA COUNCILGENERALPCLA CROSSE, WI, US$5,000
Filing and Contact Details

Filer

Filer Name
The Pmg Foundation Inc
EIN
39-1568547
Phone
6082693000
Address
PO BOX 17, SPARTA, WI 54656-0017

Signing Officer

Name
Philip M Gelatt
Title
President/treasurer/director
Phone
6082693000
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 MAIN STREET SUITE 810, LA CROSSE, WI 54601
Preparer
Janine Garvin
Phone
6087840990
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