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← PUBLIC POLICY INSTITUTE OF NEW YORK STATE INC

Form 990 for tax year 2023

Filed by PUBLIC POLICY INSTITUTE OF NEW YORK STATE INC.

Totals

Total revenue
$1,724,297
Total expenses
$1,649,582
Contributions and grants received
$1,724,297
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$247,441
Total liabilities, end of year
$91,243
Net assets or fund balances, end of year
$156,198
Program services expenses (Part IX)
$1,632,983
Management and general expenses
$16,599
Fundraising expenses
$0
Program service expenses (Part III)
$1,632,983

Program services were 99.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,724,297

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $16,595 · program services $12,720 · management and general $3,875

  • 10 · Payroll taxes

    total $4,664 · program services $3,649 · management and general $1,015

  • 11b · Fees: legal

    total $21,042 · program services $20,622 · management and general $420

  • 11c · Fees: accounting

    total $4,725 · management and general $4,725

  • 11g · Fees: other

    total $1,595,000 · program services $1,595,000

  • 13 · Office expenses

    total $75 · management and general $75

  • 14 · Information technology

    total $1,822 · management and general $1,822

  • 16 · Occupancy

    total $807 · program services $556 · management and general $251

  • 23 · Insurance

    total $3,812 · management and general $3,812

  • 24a · Other expenses: MISCELLANEOUS

    total $694 · program services $90 · management and general $604

  • 24b · Other expenses: SUPPLES

    total $346 · program services $346

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $179,799 · end of year $247,441

  • 10a · Land, buildings and equipment: cost or other basis

    $1,711

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,711

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,966 · end of year $54,540

  • 19 · Deferred revenue

    beginning of year $30,350 · end of year $36,703

  • 27 · Net assets without donor restrictions

    beginning of year $46,401 · end of year $42,091

  • 28 · Net assets with donor restrictions

    beginning of year $35,082 · end of year $114,107

Mission and programs · 2023

Mission

THE INSTITUTE CONDUCTS NON-PARTISAN RESEARCH INTO NYS GOVERNMENTAL AND ECONOMIC ISSUES OF INTEREST TO BUSINESS, LABOR AND THE GENERAL PUBLIC.

Activities or mission (Part I)

NONPARTISAN RESEARCH ON GOVERNMENT & ECONOMIC ISSUES PERTAINING TO NYS WHICH ARE OF INTEREST TO BUSINESS, LABOR, & THE GENERAL PUBLIC.

  • NEW YORK STATE P-TECH:PPI RECRUITES EMPLOYER PARTNERS AND PROVIDES TECHNICAL SUPPORT, PROFESSIONAL DEVELOPMENT, TRAINING AND MENTORING TO THE PLANNING AND STEERING COMMITTEE FOR THE 59 P-TECH 9-14 SCHOOLS IN NEW YORK. THESE SCHOOLS ARE IMPLEMENTING AN INNOVATIVE MODEL TO PREPARE TEENAGERS TO COMPLETE THEIR HIGH SCHOOL DIPLOMAS, AN AAS DEGREE AND WORKPLACE PREPARATION FOR AN ENTRY LEVEL JOB INTO A MIDDLE CLASS CAREER. THE SCHOOLS ARE PARTNERED WITH 41 COLLEGES AND UNIVERSITIES, LOCATED IN 9 OF THE 10 ECONOMIC REGIONS THROUGHOUT THE STATE, AND SERVE OVER 7,500 STUDENTS.

    Expenses $52,015

  • AS SERIOUS DISCUSSIONS, BOTH FEDERALLY AND IN NEW YORK STATE, BEGAN ON BANNING THE USE OF NONCOMPETE AGREEMENTS, PPI CREATED A PUBLIC EDUCATION CAMPAIGN TO DISCUSS THE ECONOMIC DANGERS FOR NEW YORK STATE IF NONCOMPETE AGREEMENTS WERE BANNED. THIS EDUCATION CAMPAIGN WAS DESIGNED SOLELY TO EDUCATE THE PUBLIC AND DISCUSS THE ECONOMIC IMPACT THAT BANNING NONCOMPETE AGREEMENTS WOULD HAVE ON THE NEW YORK ECONOMY. THE CAMPAIGN TARGETED THE GENERAL PUBLIC AS TO THE DANGERS AND SOUGHT TO PROVIDE A BETTER UNDERSTANDING THROUGH PUBLIC OUTREACH AND INFORMATION THAT WAS PROVIDED ON A DEDICATED WEBSITE.

    Expenses $1,580,968

As filed on the 2023 return.

Listed in Part VII

  • Heather C Mulligan

    PRESIDENT & CEO

    Total calculated
    $470,128
    From this org
    $13,313
    From related orgs
    $430,459
    Other
    $26,356
    Hours/week
    1.25 + 41.38 related

    Schedule J breakdown matched by us

    Base
    $13,313 + $430,459 related
    Bonus
    $0
    Other
    $0
    Deferred
    $297 + $9,603 related
    Nontaxable benefits
    $494 + $15,962 related
    Filer's total
    $14,104 + $456,024 related

  • Sheila Appel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Dawn Burlew

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Dr Kelly Chezum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • James W Kinnear

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Anna Maria Maritato

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Kenneth J Pokalsky

    TRUSTEE

    Total calculated
    $249,060
    From this org
    $2,267
    From related orgs
    $224,463
    Other
    $22,330
    Hours/week
    0.25 + 40.14 related

    Schedule J breakdown matched by us

    Base
    $2,267 + $224,463 related
    Bonus
    $0
    Other
    $0
    Deferred
    $70 + $6,940 related
    Nontaxable benefits
    $153 + $15,167 related
    Filer's total
    $2,490 + $246,570 related

  • Suzanne M Jensen CPA

    CFO

    Total calculated
    $220,194
    From this org
    $0
    From related orgs
    $210,835
    Other
    $9,359
    Hours/week
    0.25 + 41.85 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,835 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,314 related
    Nontaxable benefits
    $0 + $3,045 related
    Filer's total
    $0 + $220,194 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • BUSINESS COUNCIL OF NEW YORK STATE INC

    501(C)6 · CREATING ECONOMIC GROWTH AND STRONG COMMUNITIES ACROSS NEW YORK STATE. · NY

  • JOBS NEW YORK COMMITTEE

    527 · ADVOCATING FOR THE ELECTION OF PRO-JOBS CANDIDATES · NY · controlled entity

    Directly controlled by BUSINESS COUNCIL OF NEW YORK STATE INC

  • NEW YORK JOBS NOW INC

    501(C)4 · ADVOCATING FOR JOB CREATION · NY · controlled entity

    Directly controlled by BUSINESS COUNCIL OF NEW YORK STATE INC

Provenance

Return type
form_990
Tax year
2023
Filed
10 May 2024
IRS schema version
2023v5.0
Source object
202411349349301626

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