PROFESSIONAL DEVELOPMENT INSTITUTE INC (EIN 751865729) - 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

1973

Legal Domicile

Principal Officer

JONATHON FITE

Phone

8004335676

Tax Period

2022-09-01 to 2023-08-31

PROFESSIONAL DEVELOPMENT INSTITUTE INC, founded in 1973, is a small nonprofit that reported $175K in total revenue in fiscal year 2022. Revenue fell 87% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $47K, a strong 27% operating margin.

Mission

PROVIDE CONTINUING EDUCATION COURSES

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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 (2022)

Revenue Breakdown

Contributions & Grants $77,859

Program Service Revenue $97,058

Investment Income $0

Other Revenue $0

TOTAL REVENUE $174,917

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,247

Other Expenses $128,288

TOTAL EXPENSES $128,288

Year-over-Year Comparison

	2022	2021	Change
Revenue	$174,917	$1,358,889	-0.9%
Expenses	$128,288	$1,166,592	-0.9%
Net Income	$46,629	$192,297	-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

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	Role	Reportable Comp	Other Comp	Total
DR NEAL SMATRESK	Member	Director	$0	$0	$0
BRIAN MATLOCK	Member	Director	$0	$0	$0
DR MARILYN WILEY	Chairman	Director	$0	$0	$0
DEBORAH KITCHENS	Member	Director	$0	$0	$0
JONATHON FITE	Member	Director	$0	$0	$0
MARK WILSON	Member	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
2023	$174,917	$128,288	$1,085,003	$46,629
2022	$1,358,889	$1,166,592	$936,453	$192,297
2021	$1,715,363	$1,403,143	$929,930	$312,220
2020	$1,604,632	$1,637,051	$630,657	$-32,419
2019	$2,478,369	$2,383,123	$626,552	$95,246

PROFESSIONAL DEVELOPMENT INSTITUTE INC