Project Management Institute Rochester Chapter (EIN 161349573) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Chris Freeman

Phone

5853385198

Tax Period

2025-01-01 to 2025-12-31

Project Management Institute Rochester Chapter, founded in 2012, is a micro nonprofit that reported $56K in total revenue in fiscal year 2025. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $72K exceeded revenue, resulting in a 29% operating deficit.

Mission

To promote business interest of persons engaged in the business of project management. Provides a forum for an exchange of ideas.

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Trantor Score

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

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $33,456

Program Service Revenue $19,053

Investment Income $3,571

Other Revenue $0

TOTAL REVENUE $56,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,772

Program Expenses $50,757

Other Expenses $72,265

TOTAL EXPENSES $72,265

Year-over-Year Comparison

	2025	2024	Change
Revenue	$56,080	$82,244	-0.3%
Expenses	$72,265	$119,079	-0.4%
Net Income	$-16,185	$-36,835	-0.6%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Freeman	VP of Finance	4.00	Director	$0	$0	$0
Eren Akdur	VP of Governance	4.00	Director	$0	$0	$0
Chris OBrien	President	4.00	Director	$0	$0	$0
Patty Fallone	VP of Outreach	4.00	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
2025	$56,080	$72,265	$148,209	$-16,185
2024	$82,244	$119,079	$150,920	$-36,835
2023	$57,670	$49,500	$178,251	$8,170
2022	$83,221	$99,931	$157,395	$-16,710
2021	$30,219	$30,553	$187,341	$-334
2020	$58,404	$71,818	$177,704	$-13,414
2019	$223,073	$195,866	$233,790	$27,207
2018	$202,810	$207,796	$207,371	$-4,986

Project Management Institute Rochester Chapter