THE PARTNERSHIP TMA (EIN 232731968) - 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

1993

Legal Domicile

Principal Officer

JACQUI BAXTER-ROLLINS

Phone

2159979100

Tax Period

2024-07-01 to 2025-06-30

THE PARTNERSHIP TMA, founded in 1993, is a small nonprofit in the Public & Societal Benefit sector that reported $336K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

THE PARTNERSHIP TMA IS DEDICATED TO ADVANCING ACCESSIBLE, AFFORDABLE, SAFE AND SUSTAINABLE TRANSPORTATION SOLUTIONS. OUR INNOVATIVE PROGRAMS AND SERVICES PROMOTE MULTI-MODAL TRANSPORTATION OPTIONS: BUSES, TRAINS, CYCLING, WALKING AND RIDE SHARING. THROUGH ADVOCACY, EDUCATION, AND COLLABORATION, WE STRIVE TO INCREASE CONNECTIVITY, IMPROVE COMMUNITY HEALTH, SUPPORT ECONOMIC DEVELOPMENT, REDUCE CARBON EMISSIONS, AND IMPROVE AIR QUALITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $81,694

Program Service Revenue $250,162

Investment Income $3,186

Other Revenue $1,076

TOTAL REVENUE $336,118

Expense Breakdown

Grants Paid $0

Salaries & Benefits $240,789

Fundraising Expenses $0

Program Expenses $307,403

Other Expenses $122,327

TOTAL EXPENSES $363,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$336,118	$376,417	-0.1%
Expenses	$363,116	$372,612	0.0%
Net Income	$-26,998	$3,805	-8.1%

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

Volunteers

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
AARON BIBRO	DIRECTOR	1.00	Director	$0	$0	$0
SANDY KOZA	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE HART	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLYN MCREARY	DIRECTOR	0.50	Director	$0	$0	$0
SANDRA BROOKLEY ZADELL	DIRECTOR	0.50	Director	$0	$0	$0
MARK BICKERTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER O'HALLORAN	DIRECTOR	0.50	Director	$0	$0	$0
STEVE GOZUR	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
PAM KELLY	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH E MURPHY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN ERNST	DIRECTOR	0.50	Director	$0	$0	$0
MIKE SZILYAGI	DIRECTOR	0.50	Director	$0	$0	$0
KAREN SCHWEMMER	DIRECTOR	0.50	Director	$0	$0	$0
LESLIE BOGDNOFF	DIRECTOR	0.50	Director	$0	$0	$0
LINDSAY HELLMAN	SECRETARY	0.50	Officer Director	$0	$0	$0
SUSAN SMITH-LAMAR	DIRECTOR	0.50	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	$336,118	$363,116	$169,752	$-26,998
2024	$376,417	$372,612	$211,649	$3,805
2023	$395,720	$384,105	$217,490	$11,615
2022	$357,169	$251,169	$176,285	$106,000
2021	$273,077	$254,213	$69,922	$18,864
2020	$305,297	$279,870	$87,278	$25,427
2019	$300,868	$317,412	$65,989	$-16,544
2018	$287,007	$322,131	$57,653	$-35,124

THE PARTNERSHIP TMA