Civic Intelligence

The Pam Institute C/O Dominic J Monetta

990EZ • Fiscal year 2016 • EIN 52-1920585

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileN/A
800 25th St NWWashington, DC 20037

(202) 337-2875

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.79x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-428%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$190,977

Down $171,227 (-47%) from 2015

Net Assets

Down

$152,767

Down $208,451 (-58%) from 2015

Liabilities

Up

$38,210

Up $37,224 (+3775%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin2nd percentile

Revenue

Down

$48,663

Down $103,508 (-68%) from 2015

Expenses

Up

$257,114

Up $110,936 (+76%) from 2015

Net Income

Down

-$208,451

Down $214,444 (-3578%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$400K$300K$200K$100K$0Assets 2011: $175,355Liabilities 2011: $02011Assets 2012: $391,906Liabilities 2012: $0Net Assets 2012: $391,9062012Assets 2013: $370,190Liabilities 2013: $986Net Assets 2013: $369,2042013Assets 2014: $356,211Liabilities 2014: $986Net Assets 2014: $355,2252014Assets 2015: $362,204Liabilities 2015: $986Net Assets 2015: $361,2182015Assets 2016: $190,977Liabilities 2016: $38,210Net Assets 2016: $152,7672016Assets 2017: $297,354Liabilities 2017: $0Net Assets 2017: $297,3542017Assets 2018: $281,855Liabilities 2018: $0Net Assets 2018: $281,8552018Assets 2019: $274,091Liabilities 2019: $1,600Net Assets 2019: $272,4912019

Highlighted filing

2016

Assets$190,977
Liabilities$38,210
Net Assets$152,767
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $31,600Expenses 2011: $105,079Net Income 2011: -$73,4792011Revenue 2012: $296,350Expenses 2012: $79,800Net Income 2012: $216,5502012Revenue 2013: $3,300Expenses 2013: $25,016Net Income 2013: -$21,7162013Revenue 2014: $54,657Expenses 2014: $68,636Net Income 2014: -$13,9792014Revenue 2015: $152,171Expenses 2015: $146,178Net Income 2015: $5,9932015Revenue 2016: $48,663Expenses 2016: $257,114Net Income 2016: -$208,4512016Revenue 2017: $312,236Expenses 2017: $167,649Net Income 2017: $144,5872017Revenue 2018: $62,473Expenses 2018: $77,972Net Income 2018: -$15,4992018Revenue 2019: $24,971Expenses 2019: $34,335Net Income 2019: -$9,3642019

Highlighted filing

2016

Revenue$48,663
Expenses$257,114
Net Income-$208,451
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$48,663
Mission and Program Overview

Mission

Research, education and training.

Research, education and training

Program Services

DescriptionGrantsExpenses
RESEARCH TO IDENTIFY THE BEST PRACTICES IN CONTINOUS PRODUCTIVITY IMPROVEMENT AND TOTAL QUALITY MANAGEMENT$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR DOMINIC J MONETTACEO/President-$0--
MARGARET C FISHERSenior Vice PresidentPT$0--
WILLIAM L SPARKSDirector-$0--
C PHILIP MITCHELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Pam Institute
EIN
52-1920585
Phone
2023372875
Address
800 25TH ST NW, WASHINGTON, DC 20037

Signing Officer

Name
Dr Dominic J Monetta
Title
CEO/president
Phone
2023372875
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX ST SUITE 400, ALEXANDRIA, VA 22314
Preparer
Joan Mrenner CPA
Phone
7035351200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 8,881. Description: other expenses. Amount: 28,091. Total to form 990-ez, line 14: 36,972.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: office expense. Amount: 1,576. Description: telephone expense. Amount: 261. Description: continuing education. Amount: 490. Description: travel. Amount: 27,437. Description: other auto expense. Amount: 1,163. Description: subscription expense. Amount: 5,115. Description: transportation. Amount: 2,023. Description: other. Amount: 774. Description: dues . Amount: 450. Total to form 990-ez, line 16: 39,289.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: director loan receivable . Beg. Of year amount: 5,000. End of year amount: -111,928. Description: interest receivable . Beg. Of year amount: 3,300. End of year amount: 3,300. Description: other depreciable assets. Beg. Of year amount: 308,487. End of year amount: 299,605.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accrued payroll liabilities . Beg. Of year amount: 986. End of year amount: 986. Description: overdraft. Beg. Of year amount: 0. End of year amount: 37,224.”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE PAM INSTITUTE
IRS990EZ/BooksInCareOfDetail/PhoneNum02023372875
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 25TH ST NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0200372208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045417
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-208451
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0178857
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0362204
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0190977
IRS990EZ/GrossReceiptsAmt048663
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0361218
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0152767
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0361218
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0152767
IRS990EZ/OccupancyRentUtltsAndMaintAmt036972
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR DOMINIC J MONETTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGARET C FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM L SPARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3C PHILIP MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO/PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SENIOR VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0316787
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0190977
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039289
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0RESEARCH, EDUCATION AND TRAINING
IRS990EZ/PrintingPublicationsPostageAmt01338
IRS990EZ/ProgramServiceRevenueAmt048663
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESEARCH TO IDENTIFY THE BEST PRACTICES IN CONTINOUS PRODUCTIVITY IMPROVEMENT AND TOTAL QUALITY MANAGEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0658
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0DC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0986
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt038210
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0257114
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt048663
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0296350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0312111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03300
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03300
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0191067
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98950
IRS990ScheduleA/PublicSupportPY170Pct00.99050
IRS990ScheduleA/PublicSupportTotal170Amt0312111
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0296350
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312111
IRS990ScheduleA/TotalSupportAmt0315411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 8,881. DESCRIPTION: OTHER EXPENSES. AMOUNT: 28,091. TOTAL TO FORM 990-EZ, LINE 14: 36,972.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,576. DESCRIPTION: TELEPHONE EXPENSE. AMOUNT: 261. DESCRIPTION: CONTINUING EDUCATION. AMOUNT: 490. DESCRIPTION: TRAVEL. AMOUNT: 27,437. DESCRIPTION: OTHER AUTO EXPENSE. AMOUNT: 1,163. DESCRIPTION: SUBSCRIPTION EXPENSE. AMOUNT: 5,115. DESCRIPTION: TRANSPORTATION. AMOUNT: 2,023. DESCRIPTION: OTHER. AMOUNT: 774. DESCRIPTION: DUES . AMOUNT: 450. TOTAL TO FORM 990-EZ, LINE 16: 39,289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DIRECTOR LOAN RECEIVABLE . BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: -111,928. DESCRIPTION: INTEREST RECEIVABLE . BEG. OF YEAR AMOUNT: 3,300. END OF YEAR AMOUNT: 3,300. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 308,487. END OF YEAR AMOUNT: 299,605.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCRUED PAYROLL LIABILITIES . BEG. OF YEAR AMOUNT: 986. END OF YEAR AMOUNT: 986. DESCRIPTION: OVERDRAFT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 37,224.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR DOMINIC J MONETTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02023372875
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PAM INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DOMINIC J MONETTA
ReturnHeader/Filer/BusinessNameControlTxt0PAMI
ReturnHeader/Filer/EIN0521920585
ReturnHeader/Filer/PhoneNum02023372875
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 25TH ST NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId076FF1964B8D8ECD9610D5F51451D3A64EBD4E0F1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07BAFA51976F3CFF2D8B3C044EEAAB578A00C5AB6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.145.91.221
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:40:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541498950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RENNER AND COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 NORTH FAIRFAX ST SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022314
ReturnHeader/PreparerPersonGrp/PhoneNum07035351200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN MRENNER CPA
ReturnHeader/ReturnTs02017-11-15T15:41:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$190,977
Liabilities
$38,210
Net assets
$152,767
Revenue
$48,663
Expenses
$257,114
Net income
-$208,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.02$2.72$0.25$0.34$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.62$0.78$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$3.12$1.68$1.45
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.38$1.53$0.49$2.57$2.08
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.01$3.61$1.52$1.46$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.01$3.55$0.55$0.69$0.14
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.01$3.69$0.03$0.25$0.22
2012Summary only. Only limited summary data is available for this year.$3.92$0.00$3.92$2.96$0.80$2.17
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$0.32$1.05$0.73