PTDA FOUNDATION (EIN 363225792) - 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

1982

Legal Domicile

Principal Officer

BRIAN NOWAK

Phone

3125162100

Tax Period

2025-01-01 to 2025-12-31

PTDA FOUNDATION, founded in 1982, is a small nonprofit in the Public & Societal Benefit sector that reported $270K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $66K, a strong 24% operating margin.

Mission

DEDICATED TO IMPROVING THE KNOWLEDGE, PROFESSIONALISM AND PRODUCTIVITY OF INDIVIDUALS IN THE POWER TRANSMISSION/MOTION CONTROL (PT/MC) INDUSTRY.

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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 $264,452

Program Service Revenue $0

Investment Income $0

Other Revenue $5,461

TOTAL REVENUE $269,913

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $61,057

Program Expenses $92,283

Other Expenses $179,401

TOTAL EXPENSES $204,401

Year-over-Year Comparison

	2025	2024	Change
Revenue	$269,913	$296,856	-0.1%
Expenses	$204,401	$199,513	+0.0%
Net Income	$65,512	$97,343	-0.3%

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

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

$313,132

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW PAVLINSKY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE MCLAIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEITH NOWAK	TREASURER	1.00	Officer Director	$0	$0	$0
AJAY BAJAJ	DIRECTOR	1.00	Director	$0	$0	$0
REX DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA J ROSS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
JT WUBBOLDING	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG BOBBIE	DIRECTOR	1.00	Director	$0	$0	$0
ANNAMARIE DONALDSON	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE DIB	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS KEYSER	DIRECTOR	1.00	Director	$0	$0	$0
BILL SHEPARD	PTDA PRESIDENT (EX OFFICIO	1.00	Officer Director	$0	$0	$0
ANN ARNOTT	EXECUTIVE DIRECTOR	9.00	Officer	$0	$26,682	$313,132
ANNA MEYER	SR DIR OF PROJECT MANAGEME	3.50	Highest	$0	$12,324	$136,044

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	$269,913	$204,401	$737,186	$65,512
2024	$296,856	$199,513	$671,674	$97,343
2023	$261,016	$216,501	$574,331	$44,515
2022	$294,897	$331,828	$553,423	$-36,931
2021	$245,725	$293,223	$593,628	$-47,498
2020	$194,027	$231,713	$614,245	$-37,686
2019	$292,432	$283,935	$652,014	$8,497
2018	$286,184	$214,460	$643,643	$71,724

PTDA FOUNDATION