Nonprofit · EIN 13-4082464
PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC
Tax-exempt · PLYMOUTH, MN 55441
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $210,208 | $204,452 | $5,756 | $58,255 | $0 | $58,255 |
| June 30, 2024 | 990 | $213,023 | $239,044 | -$26,021 | $52,499 | $0 | $52,499 |
| June 30, 2023 | 990 | $210,615 | $254,763 | -$44,148 | $94,085 | $12,065 | $82,020 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,115
- Program service revenue
- $203,093
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $950
- Program services (functional)
- $200,569
- Management and general (functional)
- $3,883
Balance sheet and other
- Total assets, start of year
- $52,499
- Total assets, end of year
- $58,255
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,255
- Net assets without donor restrictions
- $58,255
- Gross receipts
- $210,208
- Employees
- 0
- Volunteers
- 25
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Austin Wrubel | President Trustee or director, Officer | 15 | $0 |
| Ramona Ramadar | Vice President Trustee or director, Officer | 5 | $0 |
| Katherine Pooser | Treasurer Trustee or director, Officer | 5 | $0 |
| JiHae Munro | Chair DEIB Trustee or director, Officer | 5 | $0 |
| Shawn Mroz | Past President Trustee or director, Officer | 5 | $0 |
| Lisa Smith | Secretary Trustee or director, Officer | 5 | $0 |
| Chris Armas | Board Member Trustee or director | 2 | $0 |
| Sharon Bean | Board Member Trustee or director | 2 | $0 |
| Elizabeth Briand | Board Member Trustee or director | 2 | $0 |
| Laura Cruz | Board Member Trustee or director | 2 | $0 |
| Angel Flores | Board Member Trustee or director | 2 | $0 |
| Brianne Kilpatrick | Board Member Trustee or director | 2 | $0 |
| Audra Lewton | Board Member Trustee or director | 2 | $0 |
| Alejandra Naranjo | Board Member Trustee or director | 2 | $0 |
| Bruce Temkin | Board Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Austin Wrubel | President Trustee or director, Officer | 15 | $0 |
| Ramona Ramadar | Vice President Trustee or director, Officer | 5 | $0 |
| Katherine Pooser | Treasurer Trustee or director, Officer | 5 | $0 |
| JiHae Munro | Chair DEIB Trustee or director, Officer | 5 | $0 |
| Shawn Mroz | Past President Trustee or director, Officer | 5 | $0 |
| Lisa Smith | Secretary Trustee or director, Officer | 5 | $0 |
| Chris Armas | Director Trustee or director | 2 | $0 |
| Daniel Barasch | Director Trustee or director | 2 | $0 |
| Sharon Bean | Director Trustee or director | 2 | $0 |
| Lisha Bodden | Director Trustee or director | 2 | $0 |
| Emily Chau | Director Trustee or director | 2 | $0 |
| Laura Cruz | Director Trustee or director | 2 | $0 |
| Larissa Fernandez JD | Director Trustee or director | 2 | $0 |
| Angel Flores | Director Trustee or director | 2 | $0 |
| Joan Gambeski | Director Trustee or director | 2 | $0 |
| Alejandra Naranjo | Director Trustee or director | 2 | $0 |
| Bruce Temkin | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Austin Wrubel | President Trustee or director, Institutional trustee, Officer | 15 | $0 |
| Shawn Mroz | Past President Trustee or director, Officer | 5 | $0 |
| Ramona Ramadar | Vice President Trustee or director, Officer | 5 | $0 |
| Katherine Pooser | Treasurer Trustee or director, Officer | 5 | $0 |
| Lisa Smith | Secretary Trustee or director, Officer | 5 | $0 |
| JiHae Munro | DEIB Chairwoman Trustee or director, Officer | 5 | $0 |
| Chris Armas | Director Trustee or director | 2 | $0 |
| Sharon Bean | Director Trustee or director | 2 | $0 |
| Lisha Bodden | Director Trustee or director | 2 | $0 |
| Emily Chau | Director Trustee or director | 2 | $0 |
| Chris Armas | Director Trustee or director | 2 | $0 |
| Laura Cruz | Director Trustee or director | 2 | $0 |
| Larissa Fernandez | Director Trustee or director | 2 | $0 |
| M Angel Flores | Director Trustee or director | 2 | $0 |
| Alejandra Naranjo | Director Trustee or director | 2 | $0 |
| Bruce Temkin | Director Trustee or director | 2 | $0 |
| Audra M Lewton | Director Trustee or director | 2 | $0 |
| Briaane Kilpatrick | Director Trustee or director | 2 | $0 |
| Elizabeth Briand | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 10700 HIGHWAY 55 STE 275, PLYMOUTH, MN 55441-6162
- Signed the 990
- Katherine Pooser, Treasurer
- Phone
- (952) 564-3064
- Website
- www.ppggny.org
- Return prepared by
- Barnes Givens & Barnes Ltd
Mission
Charitable Giving Education
Program accomplishments
- The Group held 8 monthly educational webinars. The events were free for members andnon-members were charged a nominal fee. It also continued PPGGNY University, aseries of educational seminars for professionals new to the field.Planned Giving Day was held in May, 2024. 234 members and non-members attended alive, all-day event with presentations from outstanding speakers and exhibitions ofnew products and services.The Group also has a website with information on planned giving and careers in thefield including a job bank of open positions in the field.Expenses $200,569 · revenue $203,093
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 13-4082464
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T19)
- Assets (IRS master file)
- $58,255
- Income (IRS master file)
- $210,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $210,208 | $204,452 | $58,255 | XML |
| 990 | June 2024 | $213,023 | $239,044 | $52,499 | XML |
| 990 | June 2023 | $210,615 | $254,763 | $94,085 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4082464).
Questions about PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC
- What is the EIN of PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC?
- The employer identification number (EIN) of PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC is 13-4082464.
- Is PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does PHILANTHROPIC PLANNING GROUP OF GREATER NEW YORK INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $210,208, expenses of $204,452 and total assets of $58,255 at year end.
Other nonprofits in PLYMOUTH
- CUMMINS FAMILY FOUNDATION EIN 41-1920226 · last filed 990-PF for 2025
- AMYS LEGACY FOUNDATION EIN 81-4184096 · last filed 990-PF for 2024
- KENDRICK B MELROSE FAMILY FOUNDATION EIN 41-1894134 · last filed 990-PF for 2025
- DOMINIUM FOUNDATION EIN 82-4434752 · last filed 990-PF for 2025
- MURPHY FAMILY FOUNDATION EIN 47-2524458 · last filed 990-PF for 2024
- HAROLD F GRIFFITHS FOUNDATION EIN 82-3381652 · last filed 990-PF for 2025
- MARBOB GROUP EIN 81-4732961 · last filed 990-PF for 2025
- GUARANI FOUNDATION EIN 26-1889324 · last filed 990-PF for 2025
All nonprofits in PLYMOUTH · Minnesota · Philanthropy, voluntarism and grantmaking foundations