Civic Intelligence

Pmg Foundation

990PF • Fiscal year 2023 • EIN 85-3759530

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 2024

Organization Profile
Lwc 230 Congress St 12flBoston, MA 02110

(617) 523-6531

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k 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

100th percentile

829%

Higher net margin than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,528

Higher top officer pay than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

17th percentile

-29%

Faster asset growth than 17% of similar nonprofits.

2023 filings • <$500k 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 / Assets60th percentile

Assets

Down

$497,320

Down $201,043 (-29%) from 2022

Net Assets

Down

$497,320

Down $201,043 (-29%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$24,248

Down $283,578 (-109%) from 2022

Expenses

Down

$176,795

Down $96,780 (-35%) from 2022

Net Income

Down

-$201,043

Down $186,798 (-1311%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$800K$600K$400K$200K$0Assets 2020: $464Liabilities 2020: $1Net Assets 2020: $4642020Assets 2021: $712,608Liabilities 2021: $1Net Assets 2021: $712,6082021Assets 2022: $698,363Liabilities 2022: $1Net Assets 2022: $698,3632022Assets 2023: $497,320Liabilities 2023: $1Net Assets 2023: $497,3202023Assets 2024: $521,782Liabilities 2024: $0Net Assets 2024: $521,7822024

Highlighted filing

2023

Assets$497,320
Liabilities$1
Net Assets$497,320
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $280,464Expenses 2020: $280,000Net Income 2020: $4642020Revenue 2021: $1,003,575Expenses 2021: $291,431Net Income 2021: $712,1442021Revenue 2022: $259,330Expenses 2022: $273,575Net Income 2022: -$14,2452022Revenue 2023: -$24,248Expenses 2023: $176,795Net Income 2023: -$201,0432023Revenue 2024: $216,987Expenses 2024: $192,525Net Income 2024: $24,4622024

Highlighted filing

2023

Revenue-$24,248
Expenses$176,795
Net Income-$201,043
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY S HOLDINGCo-Trustee-$1,528-$1,528
AMY L DOMINICo-Trustee-$1,528-$1,528
PAUL MILLER GAMBLECo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Pmg Foundation
EIN
85-3759530
Phone
6175236531
Address
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110

Signing Officer

Name
Wendy S Holding
Title
Co-trustee
Phone
6175236531
Signed
2024-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Courtney G Monteleone
Phone
6175236531
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06175236531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0900952
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0225816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0252273
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA AG FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXP
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt226
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05220
OtherIncomeSchedule2/OtherIncomeDetail/Desc0990-PF EXCISE TAX REFUND - 2022
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05220
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02212
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LWC FIDUCIARY ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LORING WOLCOTT COOLIDGE TRUST - TAX PREP
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02212
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0174
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0174
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY S HOLDING

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$497,320
Liabilities
$1
Net assets
$497,320
Revenue
-$24,248
Expenses
$176,795
Net income
-$201,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.22$0.19$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.02$0.18$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.26$0.27$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.00$0.29$0.71
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.28$0.28$0.00