FITNESS ASSOCIATION OF PTO (EIN 541785999) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Georgia Epps

Phone

5712720250

Tax Period

2023-10-01 to 2024-09-30

FITNESS ASSOCIATION OF PATENT & TRADEMARK OFFICE, founded in 1998, is a small nonprofit that reported $729K in total revenue in fiscal year 2017. Revenue decreased 9% compared to the prior year. Expenses of $852K exceeded revenue, resulting in a 17% operating deficit.

Mission

PROMOTE MEMBER HEALTH WELFARE

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $340,999

Investment Income $93

Other Revenue $427

TOTAL REVENUE $341,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $395,285

Other Expenses $395,776

TOTAL EXPENSES $395,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,519	$342,944	0.0%
Expenses	$395,776	$445,541	-0.1%
Net Income	$-54,257	$-102,597	-0.5%

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

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
KEVIN BECHTEL	President	2.00	Officer Director	$0	$0	$0
GEORGIA EPPS	Treasurer	2.00	Officer Director	$0	$0	$0
LIESL BAUMANN	Secretary	2.00	Officer Director	$0	$0	$0
JAY PATEL	Vice President	0.70	Officer Director	$0	$0	$0
BRYAN Y LEE	Director	0.70	Director	$0	$0	$0
SUSAN MCFADDEN	Director	0.70	Director	$0	$0	$0
LORI MATTISON	Director	0.70	Director	$0	$0	$0
SHARLAMAR TALIAFERRO-SAVANNAH	Director	0.70	Director	$0	$0	$0
PINPING SUN	Director	0.70	Director	$0	$0	$0
ERIC ATKISSON	Director	0.70	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	No data	No data	No data	No data
2024	$341,519	$395,776	$158,695	$-54,257
2023	$342,944	$445,541	$212,952	$-102,597
2022	$363,007	$457,057	$315,549	$-94,050
2021	$450,777	$326,672	$409,599	$124,105
2020	$438,881	$605,656	$285,494	$-166,775
2019	$723,225	$780,773	$452,269	$-57,548
2018	$729,049	$851,692	$509,817	$-122,643

FITNESS ASSOCIATION OF PTO