Civic Intelligence

Public Funds Investment Institute

EIN 92-2860599 • 501(c)3 • Wellsville, PA

Profile

Focus exclusively on the unique needs and interest of public funds investors to provide a commmunity for investors to connect, share best practices and stay up to date on laterst trends and developments in public funds investing. Strive to be leading resource and advocate for public funds investors bu conducting and distributing research to state and local governments about public funds investment activities and trends, promoting best practices, strong governance and positive impact on society.

345 Quarry RoadWellsville, PA 17365

pubfunds.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

94th percentile

140%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$85,742

Up $49,962 (+140%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$85,742

Up $49,962 (+140%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Up

$100,000

Up $16,446 (+20%) from 2023

Expenses

Up

$50,038

Up $2,264 (+4.7%) from 2023

Net Income

Up

$49,962

Up $14,182 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2023: $35,780Liabilities 2023: $0Net Assets 2023: $35,7802023Assets 2024: $85,742Liabilities 2024: $0Net Assets 2024: $85,7422024

Highlighted filing

2024

Assets$85,742
Liabilities$0
Net Assets$85,742
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2023: $83,554Expenses 2023: $47,774Net Income 2023: $35,7802023Revenue 2024: $100,000Expenses 2024: $50,038Net Income 2024: $49,9622024

Highlighted filing

2024

Revenue$100,000
Expenses$50,038
Net Income$49,962
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,742
Liabilities
$0
Net assets
$85,742
Revenue
$100,000
Expenses
$50,038
Net income
$49,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.00$0.50$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$0.84$0.48$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 20, 2025
Return Version
2024v5.2
Gross Receipts
$100,000
Mission and Program Overview

Mission

Focus exclusively on the unique needs and interest of public funds investors to provide a commmunity for investors to connect, share best practices and stay up to date on laterst trends and developments in public funds investing. Strive to be leading resource and advocate for public funds investors bu conducting and distributing research to state and local governments about public funds investment activities and trends, promoting best practices, strong governance and positive impact on society.

Program Services

DescriptionGrantsExpenses
REGULAR PUBLICATION OF INVESTMENT DATA DASHBOARD$0$50,039
EDUCATION OF PUBLIC FUNDS INVESTORS$0$0
RESEARCH PROJECTS FOCUSING ON INVESTMENT OF PUBLIC FUNDS$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN MARGOLISFounder-$0--
Filing and Contact Details

Filer

Filer Name
Public Funds Investment Institute
EIN
92-2860599
Phone
4154624511
Address
345 QUARRY ROAD, WELLSVILLE, PA 17365

Signing Officer

Name
Martin Margolis
Title
Founder
Phone
7174324789
Signed
2025-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Crystal U Hackett CPA
Address
110 BERGNER STREET, HARRISBURG, PA 17110
Preparer
Crystal Hackett
Phone
7177377231
Supplemental Narrative

Additional Explanations

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

“Description: conferences and travel. Amount: 4,093. Description: information services. Amount: 32,118. Description: bank fees. Amount: 79. Description: website. Amount: 644. Total to form 990-ez, line 16: 36,934.”

Raw XML Appendix139 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/PersonNm0MARTIN MARGOLIS
IRS990EZ/BooksInCareOfDetail/PhoneNum07174324789
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0345 QUARRY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WELLSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017365
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085742
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt049962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013104
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt085742
IRS990EZ/GrossReceiptsAmt0100000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085742
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085742
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTIN MARGOLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FOUNDER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036934
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FOCUS EXCLUSIVELY ON THE UNIQUE NEEDS AND INTEREST OF PUBLIC FUNDS INVESTORS TO PROVIDE A COMMMUNITY FOR INVESTORS TO CONNECT, SHARE BEST PRACTICES AND STAY UP TO DATE ON LATERST TRENDS AND DEVELOPMENTS IN PUBLIC FUNDS INVESTING. STRIVE TO BE LEADING RESOURCE AND ADVOCATE FOR PUBLIC FUNDS INVESTORS BU CONDUCTING AND DISTRIBUTING RESEARCH TO STATE AND LOCAL GOVERNMENTS ABOUT PUBLIC FUNDS INVESTMENT ACTIVITIES AND TRENDS, PROMOTING BEST PRACTICES, STRONG GOVERNANCE AND POSITIVE IMPACT ON SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REGULAR PUBLICATION OF INVESTMENT DATA DASHBOARD
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION OF PUBLIC FUNDS INVESTORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2RESEARCH PROJECTS FOCUSING ON INVESTMENT OF PUBLIC FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050039
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050038
IRS990EZ/TotalProgramServiceExpensesAmt050039
IRS990EZ/TotalRevenueAmt0100000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PUBFUNDS.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt083554
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0183554
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SHORT YEAR AS ORGANIZATION WAS ESTABLISHED FEBRUARY 23, 2023.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PUBLIC SUPPORT
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083554
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0183554
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt083554
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0183554
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083554
IRS990ScheduleA/Total509Grp/TotalAmt0183554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083554
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0183554
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/ExplanationTxt0DESCRIPTION: CONFERENCES AND TRAVEL. AMOUNT: 4,093. DESCRIPTION: INFORMATION SERVICES. AMOUNT: 32,118. DESCRIPTION: BANK FEES. AMOUNT: 79. DESCRIPTION: WEBSITE. AMOUNT: 644. TOTAL TO FORM 990-EZ, LINE 16: 36,934.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN MARGOLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER
ReturnHeader/BusinessOfficerGrp/PhoneNum07174324789
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC FUNDS INVESTMENT INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0922860599
ReturnHeader/Filer/PhoneNum04154624511
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 QUARRY ROAD
ReturnHeader/Filer/USAddress/CityNm0WELLSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017365
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251735300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRYSTAL U HACKETT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 BERGNER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017110
ReturnHeader/PreparerPersonGrp/PhoneNum07177377231
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRYSTAL HACKETT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-20T10:41:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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