Civic Intelligence

Pt Fund Inc

990 • Fiscal year 2023 • EIN 85-0920996

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization ProfileN/A
GW 2201 WISCONSIN AVE NW Suite 320Washington, DC 20007

(202) 342-6000

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,253,167

Down $155,168 (-11%) from 2022

Net Assets

Down

$1,234,503

Down $141,282 (-10%) from 2022

Liabilities

Down

$18,664

Down $13,886 (-43%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$141,282

Down $304,617 (-68%) from 2022

Net Income

Up

-$141,282

Up $304,617 (+68%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$15M$10M$5.0M$0Assets 2020: $11,332,187Liabilities 2020: $3,057,335Net Assets 2020: $8,274,8522020Assets 2021: $1,857,256Liabilities 2021: $35,572Net Assets 2021: $1,821,6842021Assets 2022: $1,408,335Liabilities 2022: $32,550Net Assets 2022: $1,375,7852022Assets 2023: $1,253,167Liabilities 2023: $18,664Net Assets 2023: $1,234,5032023Assets 2024: $1,189,299Liabilities 2024: $0Net Assets 2024: $1,189,2992024

Highlighted filing

2023

Assets$1,253,167
Liabilities$18,664
Net Assets$1,234,503
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MRevenue 2020: $26,109,681Expenses 2020: $17,834,829Net Income 2020: $8,274,8522020Revenue 2021: $2,899,847Expenses 2021: $9,353,015Net Income 2021: -$6,453,1682021Revenue 2022: $0Expenses 2022: $445,899Net Income 2022: -$445,8992022Revenue 2023: $0Expenses 2023: $141,282Net Income 2023: -$141,2822023Revenue 2024: $0Expenses 2024: $45,204Net Income 2024: -$45,2042024

Highlighted filing

2023

Revenue$0
Expenses$141,282
Net Income-$141,282
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

To facilitate the orderly transition of the executive branch of the federal government to the biden harris administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,302,030$1,221,118▼ $80,912
Prepaid Expenses and Deferred Charges$106,305$32,049▼ $74,256
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,408,335$1,253,167▼ $155,168
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$32,550$18,664▼ $13,886
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$32,550$18,664▼ $13,886
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,375,785$1,234,503▼ $141,282
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,375,785$1,234,503▼ $141,282
Total Liabilities and Net Assets / Fund Balance$1,408,335$1,253,167▼ $155,168
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Cecilia MunozDirector/president
Tara McguinnessDirector/secretary
Kwesi Awenate CobbinaDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-141,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,282
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$73,896-$73,896
Fees for Services Legal-$46,474-$46,474
Fees for Services Accounting-$16,498-$16,498
Fees for Services Other-$1,805-$1,805
Information Technology-$1,766-$1,766
Office Expenses-$843-$843
Total Functional Expenses$0$141,282$0$141,282
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990 PART VI, SECTION B, LINE 11B

“The organization's form 990 was prepared by an outside cpa firm in conjunction with the organization's legal counsel. The draft form was then provided to all board members for review and changes before filing.”

Form 990 Part VI, Section B, Line 12C

“The organization maintains a conflict of interest policy which applies to all officers, directors, and employees. Each must review and agree to the policy which requires disclosure of all conflicts of interest to counsel. Employees are required to participate in ethics training during onboarding. All conflicts raised are investigated and resolved by ethics counsel.”

Form 990 Part VI, Section B, Lines 15A and 15B

“The process used to determine compensaton for officers and key employees included a review of comparable salaries to ensure they are commensurate with industry standards and approval by independent board members.”

Form 990 Part VI, Section C, Line 19

“The organization provides copies of the form 990 upon request.”

Filing and Contact Details

Filer

Filer Name
Pt Fund Inc
EIN
85-0920996
In Care Of
% GILBERT & WOLFAND PC
Phone
2023426000
Address
GW 2201 WISCONSIN AVE NW Suite 320, Washington, DC 20007

Signing Officer

Name
Awenate Cobbina
Title
Treasurer
Phone
2023426000
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Awenate Cobbina
Formed
2020
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Gilbert & Wolfand Pc
Address
2201 WISCONSIN AVE NW SUITE 320, WASHINGTON, DC 20007
Preparer
Amy C Gilbert CPA
Phone
2023426000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 WAS PREPARED BY AN OUTSIDE CPA FIRM IN CONJUNCTION WITH THE ORGANIZATION'S LEGAL COUNSEL. THE DRAFT FORM WAS THEN PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND CHANGES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY WHICH APPLIES TO ALL OFFICERS, DIRECTORS, AND EMPLOYEES. EACH MUST REVIEW AND AGREE TO THE POLICY WHICH REQUIRES DISCLOSURE OF ALL CONFLICTS OF INTEREST TO COUNSEL. EMPLOYEES ARE REQUIRED TO PARTICIPATE IN ETHICS TRAINING DURING ONBOARDING. ALL CONFLICTS RAISED ARE INVESTIGATED AND RESOLVED BY ETHICS COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS USED TO DETERMINE COMPENSATON FOR OFFICERS AND KEY EMPLOYEES INCLUDED A REVIEW OF COMPARABLE SALARIES TO ENSURE THEY ARE COMMENSURATE WITH INDUSTRY STANDARDS AND APPROVAL BY INDEPENDENT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES COPIES OF THE FORM 990 UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI, SECTION B, LINE 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI, SECTION B, LINES 15A AND 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VI, SECTION C, LINE 19
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ReturnHeader/ReturnTs02024-11-11T09:49:44-06:00
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ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,253,167
Liabilities
$18,664
Net assets
$1,234,503
Revenue
$0
Expenses
$141,282
Net income
-$141,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.00$0.05$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.23$0.00$0.14$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.03$1.38$0.00$0.45$0.45
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.04$1.82$2.90$9.35$6.45
2020Detailed filing. Detailed filing data is available for this year.$11.3$3.06$8.27$26.1$17.8$8.27