PVF ROUNDTABLE CHARITABLE FOUNDATION INC (EIN 815311423) - 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

2017

Legal Domicile

Principal Officer

KAY PETERS

Phone

2815900190

Tax Period

2024-01-01 to 2024-12-31

PVF ROUNDTABLE CHARITABLE FOUNDATION INC, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $304K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

PROVIDING OF EDUCATION FUNDS TO ORGANIZATIONS THAT PROVIDE TRAINING IN THE PIPE, VALVES, AND FITTING INDUSTRY WITH THE HOPE OF ENCOURAGING GROWTH IN THE PVF FIELD.

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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 $25,000

Program Service Revenue $0

Investment Income $0

Other Revenue $278,946

TOTAL REVENUE $303,946

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,000

Other Expenses $23,530

TOTAL EXPENSES $323,530

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,946	$380,835	-0.2%
Expenses	$323,530	$382,588	-0.2%
Net Income	$-19,584	$-1,753	+10.2%

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

182

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
JOE PRO	DIRECTOR	1.00	Director	$0	$0	$0
JOE COSTANZO	DIRECTOR	1.00	Director	$0	$0	$0
KAY PETERS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MIKE JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
MARGIE DALTON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT NUNN	DIRECTOR	1.00	Director	$0	$0	$0
TRACE SCRIVNER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN LETKO	DIRECTOR	1.00	Director	$0	$0	$0
SARA ALFORD	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMIE MEADE	DIRECTOR	1.00	Director	$0	$0	$0
KRYSTAL HATFIELD	DIRECTOR	1.00	Director	$0	$0	$0
ERIC WEIMAR	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RYAN ONDRY	DIRECTOR	1.00	Director	$0	$0	$0
FRANK DURHAM	DIRECTOR	1.00	Director	$0	$0	$0
BEN HANTZ	DIRECTOR	1.00	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	$303,946	$323,530	$151,228	$-19,584
2023	$380,835	$382,588	$70,812	$-1,753
2022	$381,488	$341,540	$72,565	$39,948
2021	$244,331	$419,991	$32,617	$-175,660
2020	$165,565	$8,931	$208,277	$156,634
2019	$273,259	$253,451	$51,643	$19,808
2018	$288,498	$256,663	$31,835	$31,835

PVF ROUNDTABLE CHARITABLE FOUNDATION INC