Civic Intelligence

Pine Tree Public Policy Institute

990EZ • Fiscal year 2023 • EIN 87-2530509

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 19, 2024

Organization ProfilePINETREEPUBLICPOLICY.COM
One Elm Street 2nd FloorNashua, NH 03060

(603) 620-8710

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

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

40th percentile

-1.2%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$61,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 47.6% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

4.4%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$46,936

Down $1,576 (-3.2%) from 2022

Net Assets

Down

$46,936

Down $1,576 (-3.2%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Up

$128,040

Up $5,440 (+4.4%) from 2022

Expenses

Up

$129,616

Up $54,207 (+72%) from 2022

Net Income

Down

-$1,576

Down $48,767 (-103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$60K$40K$20K$0Assets 2022: $48,512Net Assets 2022: $48,5122022Assets 2023: $46,936Net Assets 2023: $46,9362023Assets 2024: $9,588Liabilities 2024: $0Net Assets 2024: $9,5882024

Highlighted filing

2023

Assets$46,936
Liabilities-
Net Assets$46,936
Open 2023 Filing

Operations Trend

Revenue Growth51st percentile

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

$150K$100K$50K$0-$50KRevenue 2022: $122,600Expenses 2022: $75,409Net Income 2022: $47,1912022Revenue 2023: $128,040Expenses 2023: $129,616Net Income 2023: -$1,5762023Revenue 2024: $25,000Expenses 2024: $62,343Net Income 2024: -$37,3432024

Highlighted filing

2023

Revenue$128,040
Expenses$129,616
Net Income-$1,576
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 19, 2024
Return Version
2023v5.0
Gross Receipts
$128,040
Mission and Program Overview

Mission

To research and provide policy direction on issues of state and regional importance, as well as to sponsor the twice-a-month, center right meetings to bring together various center-right groups, individuals, and government officials to exchange ideas, advise others of upcoming events, and maintain sustained, supportive communication among each other.

Program Services

DescriptionGrantsExpenses
RESEARCH AND PROVIDE POLICY DIRECTION ON ISSUES OF STATE AND REGIONAL IMPORTANCE AND SPONSOR TWICE-A-MONTH MEETINGS-$129,066
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN B STEPANEKPresident, TPT$61,000-$61,000
WILLIAM L O'BRIENCEO, SecretaPT$61,000-$61,000
Filing and Contact Details

Filer

Filer Name
Pine Tree Public Policy Institute
EIN
87-2530509
Phone
6036208710
Address
ONE ELM STREET 2ND FLOOR, NASHUA, NH 03060

Signing Officer

Name
WILLIAM L O'BRIEN
Title
CEO, Secretary
Phone
6036208710
Signed
2024-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Brayman Houle Keating & Albright Pllc
Address
12 COTTON ROAD, NASHUA, NH 03063
Preparer
Jeffrey H Ditmanmstcpa
Phone
6035958000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel and meetings 5,008 bank charges 75 filing fees 475 total 5,558”

Form 990-ez, Part III

“To research and provide policy direction on issues of state and regional importance, as well as to sponsor the twice-a-month, center right meetings to bring together various center-right groups, individuals, and government officials to exchange ideas, advise others of upcoming events, and maintain sustained, supportive communication among each other.”

Raw XML Appendix99 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM L O'BRIEN
IRS990EZ/BooksInCareOfDetail/PhoneNum06036208710
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE ELM ST 2ND FLOOR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHUA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd003060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048512
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046936
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0128040
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IRS990EZ/ExcessOrDeficitForYearAmt0-1576
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046936
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt061000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt161000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN B STEPANEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM L O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, T
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO, SECRETA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05558
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RESEARCH AND PROVIDE POLICY DIRECTION ON ISSUES OF STATE AND REGIONAL IMPORTANCE, AS WELL AS TO SPONSOR THE TWICE-A-MONTH, CENTER RIGHT MEETINGS TO BRING TOGETHER VARIOUS CENTER-RIGHT GROUPS, INDIVIDUALS, AND GOVERNMENT OFFICIALS TO EXCHANGE IDEAS, ADVISE OTHERS OF UPCOMING EVENTS, AND MAINTAIN SUSTAINED, SUPPORTIVE COMMUNICATION AMONG EACH OTHER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESEARCH AND PROVIDE POLICY DIRECTION ON ISSUES OF STATE AND REGIONAL IMPORTANCE AND SPONSOR TWICE-A-MONTH MEETINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0129066
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0129616
IRS990EZ/TotalProgramServiceExpensesAmt0129066
IRS990EZ/TotalRevenueAmt0128040
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PINETREEPUBLICPOLICY.COM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL AND MEETINGS 5,008 BANK CHARGES 75 FILING FEES 475 TOTAL 5,558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RESEARCH AND PROVIDE POLICY DIRECTION ON ISSUES OF STATE AND REGIONAL IMPORTANCE, AS WELL AS TO SPONSOR THE TWICE-A-MONTH, CENTER RIGHT MEETINGS TO BRING TOGETHER VARIOUS CENTER-RIGHT GROUPS, INDIVIDUALS, AND GOVERNMENT OFFICIALS TO EXCHANGE IDEAS, ADVISE OTHERS OF UPCOMING EVENTS, AND MAINTAIN SUSTAINED, SUPPORTIVE COMMUNICATION AMONG EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO, SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06036208710
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PINE TREE PUBLIC POLICY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PINE
ReturnHeader/Filer/EIN0872530509
ReturnHeader/Filer/PhoneNum06036208710
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE ELM STREET 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0NASHUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043382963
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRAYMAN HOULE KEATING & ALBRIGHT PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 COTTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003063
ReturnHeader/PreparerPersonGrp/PhoneNum06035958000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY H DITMANMSTCPA
ReturnHeader/ReturnTs02024-05-14T08:33:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBRIEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$46,936
Liabilities
-
Net assets
$46,936
Revenue
$128,040
Expenses
$129,616
Net income
-$1,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.25$0.62$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.28$1.30$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.23$0.75$0.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)4 • <$500k nonprofits