PRODUCT DEVELOPMENT AND MANAGEMENT ASSOCIATION (EIN 382287777) - 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

1980

Legal Domicile

Principal Officer

ROSANNA STOKES

Phone

6512906260

Tax Period

2023-01-01 to 2023-12-31

PRODUCT DEVELOPMENT AND MANAGEMENT ASSOCIATION, founded in 1980, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $643K, a strong 35% operating margin.

Mission

TO IMPROVE THE EFFECTIVENESS OF THOSE ENGAGED IN THE DEVELOPMENT & MANAGEMENT OF NEW PRODUCTS.

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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 $0

Program Service Revenue $1,805,865

Investment Income $12,550

Other Revenue $8,652

TOTAL REVENUE $1,827,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,183,763

TOTAL EXPENSES $1,183,763

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,827,067	$1,471,117	+0.2%
Expenses	$1,183,763	$1,117,774	+0.1%
Net Income	$643,304	$353,343	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN PENTA	CHAIR	5.00	Officer Director	$0	$0	$0
MARLON HERNANDEZ	SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
LUDWIG BSTIELER	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL O'CONNOR	DIRECTOR	5.00	Director	$0	$0	$0
WAYNE FISHER	DIRECTOR	5.00	Director	$0	$0	$0
GREG COTICCHIA	DIRECTOR	5.00	Director	$0	$0	$0
LUIGI DELUCA	DIRECTOR	5.00	Director	$0	$0	$0
NARIMAN LOTFI	DIRECTOR	5.00	Director	$0	$0	$0
KRISTYN CORRIGAN	DIRECTOR	5.00	Director	$0	$0	$0
ROLANDO CRUZADO	DIRECTOR	5.00	Director	$0	$0	$0
ROSANNA STOKES	DIRECTOR	5.00	Director	$0	$0	$0
BILL REID	DIRECTOR	5.00	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
2024	No data	No data	No data	No data
2023	$1,827,067	$1,183,763	$1,815,558	$643,304
2022	$1,471,117	$1,117,774	$1,244,150	$353,343
2021	$1,073,754	$989,593	$747,589	$84,161
2020	$865,743	$736,885	$680,856	$128,858
2019	$1,358,590	$1,143,032	$629,330	$215,558
2018	$1,134,373	$970,834	$389,603	$163,539

PRODUCT DEVELOPMENT AND MANAGEMENT ASSOCIATION