PD Active (EIN 263302461) - 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

2008

Legal Domicile

Phone

5104796119

Tax Period

2023-01-01 to 2023-12-31

PD Active, founded in 2008, is a small nonprofit in the Diseases & Disorders sector that reported $216K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $208K left a modest 4% surplus.

Mission

Improve the quality of life of people impacted by Parkinson's Disease.

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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 (2023)

Revenue Breakdown

Contributions & Grants $209,775

Program Service Revenue $0

Investment Income $6,131

Other Revenue $0

TOTAL REVENUE $215,906

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $117,378

Fundraising Expenses $7,852

Program Expenses $179,257

Other Expenses $89,522

TOTAL EXPENSES $207,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,906	$244,811	-0.1%
Expenses	$207,900	$190,293	+0.1%
Net Income	$8,006	$54,518	-0.9%

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

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
Mary Pat Boersma	Director	5.00	Director	$0	$0	$0
Suzanne Calpestri	Director	5.00	Director	$0	$0	$0
Judi Ettlinger	Past President	5.00	Director	$0	$0	$0
Kerri Halmi	Director	5.00	Director	$0	$0	$0
Chad Zucker	Past President	5.00	Director	$0	$0	$0
Judith Lubman	Director	10.00	Director	$0	$0	$0
Todd Morrish	President	10.00	Officer	$0	$0	$0
Norm Frankel	Treasurer	10.00	Officer	$0	$0	$0
Monique Buffler	Secretary	5.00	Officer	$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	$215,906	$207,900	$440,762	$8,006
2022	$244,811	$190,293	$413,066	$54,518
2021	$273,487	$151,511	$362,666	$121,976

PD Active