Promotional Products Education Foundation (EIN 751714221) - 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

Dale Denham

Phone

9722583085

Tax Period

2023-01-01 to 2023-12-31

Promotional Products Education Foundation, founded in 1980, is a small nonprofit that reported $144K in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $393K exceeded revenue, resulting in a 172% operating deficit.

Mission

FOSTER EDUCATION OF PROMOTIONAL PRODUCTS BY PROVIDING SCHOLARSHIPS FOR STUDENTS & SUPPORT TO EDUCATIONAL INSTITUTIONS, DISSEMINATING EDUCATIONAL INFO, & RESEARCH & STUDIES.

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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 $113,624

Program Service Revenue $0

Investment Income $-29,031

Other Revenue $59,886

TOTAL REVENUE $144,479

Expense Breakdown

Grants Paid $320,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $320,500

Other Expenses $72,028

TOTAL EXPENSES $392,528

Year-over-Year Comparison

	2023	2022	Change
Revenue	$144,479	$368,813	-0.6%
Expenses	$392,528	$355,572	+0.1%
Net Income	$-248,049	$13,241	-19.7%

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

N/A

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

$351,587

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dale Denham	PPAI PRESIDENT/CEO	2.0	Officer	$0	$26,317	$351,587
Janet McMaster MAS	VC Finance	2.0	Director	$0	$0	$0
Bruce Barnet	VC Finance	2.0	Director	$0	$0	$0
Becki Heinen	Chair	2.0	Director	$0	$0	$0
Nick Lateur	VC Fundraising	2.0	Director	$0	$0	$0
Stephen McFadden CAS	Trustee	2.0	Director	$0	$0	$0
D'Anna Zimmer CAS	Trustee	2.0	Director	$0	$0	$0
Michelle Dalton	VC Scholarships	2.0	Director	$0	$0	$0
Kirby Hasseman	Trustee	2.0	Director	$0	$0	$0
Bill Petrie	VC Marketing	2.0	Director	$0	$0	$0
Samantha Kates	Trustee	2.0	Director	$0	$0	$0
Natasha Beard	IC	2.0	Director	$0	$0	$0
Quincy Edwards	Trustee	2.0	Director	$0	$0	$0
Lisa Hubbard	Trustee	2.0	Director	$0	$0	$0
Jamie Watson	Trustee	2.0	Director	$0	$0	$0
Kevin Walsh	PPAI Board Rep	2.0	Director	$0	$0	$0
Dawn Olds	Secretary/Treasurer	2.0	Director	$0	$0	$0
Erin Reilly	PPAI board rep	2.0	Director	$0	$0	$0
Karie Cowden	PPAI board rep	2.0	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	$144,479	$392,528	$2,105,796	$-248,049
2022	$368,813	$355,572	$2,106,335	$13,241
2021	$367,034	$346,592	$2,529,795	$20,442
2020	$279,713	$340,074	$2,382,122	$-60,361
2019	$503,719	$303,238	$2,369,396	$200,481
2018	$375,662	$260,352	$2,019,713	$115,310

Promotional Products Education Foundation