Professional Managers Association Inc (EIN 521231707) - 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

1981

Legal Domicile

Principal Officer

Kelly Reyes

Phone

2027936262

Tax Period

2024-07-01 to 2025-06-30

Professional Managers Association Inc, founded in 1981, is a small nonprofit that reported $150K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $208K exceeded revenue, resulting in a 39% operating deficit.

Mission

The mission of PMA is to foster and protect the interests and welfare of IRS managerial staff, management officials, non-bargaining unit individuals, retirees and aspiring leaders.

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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 $144,909

Program Service Revenue $0

Investment Income $4,621

Other Revenue $187

TOTAL REVENUE $149,717

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $85,149

Fundraising Expenses $0

Program Expenses $183,895

Other Expenses $96,660

TOTAL EXPENSES $207,809

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,717	$135,564	+0.1%
Expenses	$207,809	$182,223	+0.1%
Net Income	$-58,092	$-46,659	+0.2%

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

$90,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly Reyes	Executive Director Non-Voting	022.00	Officer	$90,692	$0	$90,692
Jamie Collins	President	020.00	Officer Director	$0	$0	$0
Donald Dick	Director	002.00	Director	$0	$0	$0
Cozetta Lee	Director	002.00	Director	$0	$0	$0
Shari Mathenia	Secretary	003.00	Officer Director	$0	$0	$0
Pamela McBride	Director	002.00	Director	$0	$0	$0
Jose Acevedo	Director	002.00	Director	$0	$0	$0
Sonya Rangel	Vice-President	005.00	Officer Director	$0	$0	$0
Lisa Williams	Director	002.00	Director	$0	$0	$0
Carlos Zepeda	Treasurer	005.00	Officer 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	$149,717	$207,809	$525,397	$-58,092
2024	$135,564	$182,223	$513,330	$-46,659
2021	$174,681	$155,930	$592,319	$18,751

Professional Managers Association Inc