PRIVATE LABEL MANUFACTURERS ASSOCIATION (EIN 133010662) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Phone

2129723131

Tax Period

2023-01-01 to 2023-12-31

PRIVATE LABEL MANUFACTURERS ASSOCIATION, founded in 1979, is a mid-sized nonprofit that reported $20.8M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $8.6M, a strong 41% operating margin.

Mission

SEE SCHEDULE "O" FOR MISSION STATEMENT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $534,731

Program Service Revenue $19,940,327

Investment Income $565,974

Other Revenue $-209,051

TOTAL REVENUE $20,831,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,715,173

Fundraising Expenses $0

Program Expenses $10,179,858

Other Expenses $4,483,127

TOTAL EXPENSES $12,198,300

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,831,981	$23,737,504	-0.1%
Expenses	$12,198,300	$11,185,733	+0.1%
Net Income	$8,633,681	$12,551,771	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,448,871

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET DAVIES	President	60.00	Officer	$607,037	$103,317	$710,354
ANTHONY ALOIA	VP-CORPORATE	60.00	Officer	$339,893	$41,860	$381,753
SHEILA KINIRY	VP-FINANCE	60.00	Officer	$314,284	$42,480	$356,764
Sonia Petrocelli	Director, PLMA Live!	40.00		$205,032	$41,694	$246,726
Alisa Svider	Director, Advertising & Media	40.00		$184,946	$55,077	$240,023
Linda Morales	Dir, Programs & Conferences	40.00		$172,632	$30,414	$203,046
Sharon Davis	Dir - Tradeshow Development	40.00		$173,285	$29,448	$202,733
Deborah Flam	HR Director	40.00		$151,573	$29,789	$181,362
SUZANNE CAPUTO	DIR. RETAIL RELATIONS	40.00		$147,257	$26,878	$174,135
TOM PRENDERGAST	DIR, RESEARCH	40.00		$127,347	$23,660	$151,007
PATRICK THAYER	MANGER, VISITOR RE	40.00		$116,576	$22,912	$139,488
DAN WEIL	MANAGER, EX. OPRNS	40.00		$88,013	$46,791	$134,804
BARBARA CRUZ	MANAGER, MBRP	40.00		$110,580	$11,836	$122,416
CARLEEN BROWN-FOSTER	Dir, CONF. SERVICE	40.00		$101,847	$18,746	$120,593
JEANINE ANTIPOREK	BOARD MEMBER	0.20	Director	$0	$0	$0
ANTHONY BIGGERS	BOARD MEMBER	0.20	Director	$0	$0	$0
JEFF CALEY	BOARD MEMBER	0.20	Director	$0	$0	$0
JOHN GALIOTO	BOARD MEMBER	0.20	Director	$0	$0	$0
ROYA ELIASEN	BOARD MEMBER	0.20	Director	$0	$0	$0
ALISSA LODAHL	BOARD MEMBER	0.20	Director	$0	$0	$0
DOUG BAUSCH	Chairman	0.20	Officer Director	$0	$0	$0
JOHN SCHAEFER	BOARD MEMBER	0.20	Director	$0	$0	$0
DANIEL DAVID	BOARD MEMBER	0.20	Director	$0	$0	$0
KRISTAL SEVCIK	1ST VICE CHAIR	0.20	Officer Director	$0	$0	$0
TYLER COOK	BOARD MEMBER	0.20	Director	$0	$0	$0
RON HODGES	BOARD MEMBER	0.20	Director	$0	$0	$0
TROY PELAK	BOARD MEMBER	0.20	Director	$0	$0	$0
JULIA BUCHANAN	BOARD MEMBER	0.20	Director	$0	$0	$0
LAUREN MCNAMARA	BOARD MEMBER	0.20	Director	$0	$0	$0
ALEX CHIMENS	BOARD MEMBER	0.20	Director	$0	$0	$0
JOSH SOWELL	BOARD MEMBER	0.20	Director	$0	$0	$0
MARK CHENEY	2ND Vice Chair	0.20	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$20,831,981	$12,198,300	$31,790,244	$8,633,681
2022	$23,737,504	$11,185,733	$24,944,620	$12,551,771
2021	$8,374,810	$12,277,018	$11,255,640	$-3,902,208
2020	$2,378,192	$15,899,366	$8,749,813	$-13,521,174
2019	$13,417,731	$12,922,555	$27,222,112	$495,176
2018	$12,770,775	$12,017,709	$26,880,052	$753,066

PRIVATE LABEL MANUFACTURERS ASSOCIATION