PMML NORTH INC (EIN 833097307) - 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

2018

Legal Domicile

Principal Officer

LISA SLOAN

Phone

2628007402

Tax Period

2024-01-01 to 2024-12-31

PMML NORTH INC, founded in 2018, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $33.4M in total revenue in fiscal year 2024. Revenue surged 954% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27.4M, a strong 82% operating margin.

Mission

COLLECTION, PRESERVATION, AND DISSEMINATION OF MATERIALS AND INFORMATION (CONTINUED ON SCH O) RELATING TO MILITARY HISTORY AND THE ROLE OF THE CITIZEN SOLDIER IN AMERICA.

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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 $0

Program Service Revenue $0

Investment Income $32,698,944

Other Revenue $695,480

TOTAL REVENUE $33,394,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $635,109

Fundraising Expenses $0

Program Expenses $898,189

Other Expenses $5,329,065

TOTAL EXPENSES $5,964,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,394,424	$3,169,074	+9.5%
Expenses	$5,964,174	$7,811,683	-0.2%
Net Income	$27,430,250	$-4,642,609	-6.9%

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

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

$344,802

Total Directors

$655,629

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN RIFKIN	DIRECTOR	4.00	Director	$26,563	$45,197	$310,827
COL IL JENNIFER N PRITZKER	PRESIDENT, CHAIR & DIR.	1.00	Officer Director	$0	$0	$0
MARY F FALCON	SECRETARY AND DIRECTOR (THRU 09/24)	1.00	Officer Director	$0	$0	$0
PHYLLIS BRUNT	SECRETARY AND DIRECTOR (AS OF 09/24)	16.00	Officer Director	$30,806	$22,817	$99,832
SHARI KOEHLER	TREASURER AND DIRECTOR (THRU 08/24)	1.00	Officer Director	$0	$0	$0
BRIDGET ALTENBURG	DIRECTOR	1.00	Director	$0	$0	$0
COL CHARLES K DALGLEISH	DIRECTOR (AS OF 07/24)	1.00	Director	$0	$0	$0
STEPHEN EVANS	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH HEINS	DIRECTOR	1.00	Director	$0	$0	$0
CARLA KNOROWSKI	DIRECTOR (THRU 07/24)	1.00	Director	$0	$0	$0
LORY MANNING	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MUKOYAMA	DIRECTOR (THRU 05/24)	1.00	Director	$0	$0	$0
GINNY NARSETE	DIRECTOR	1.00	Director	$0	$0	$0
TERRELL ODOM	DIRECTOR	1.00	Director	$0	$0	$0
ELISABETH PENNIX	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN ROCHFORD	DIRECTOR (THRU 03/24)	1.00	Director	$0	$0	$0
JOHN ALLEN WILLIAMS	DIRECTOR (THRU 06/24)	1.00	Director	$0	$0	$0
ROBERTO BRAVO	INTERIM PRESIDENT (THRU 11/24)	10.00	Officer Director	$48,231	$52,045	$244,970

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	$33,394,424	$5,964,174	$218,911,509	$27,430,250
2023	$3,169,074	$7,811,683	$214,640,864	$-4,642,609
2022	$49,973,573	$1,709,016	$210,406,484	$48,264,557
2021	$478,889	$11,784,956	$161,806,539	$-11,306,067
2020	$175,161,259	$1,879,471	$174,906,048	$173,281,788

PMML NORTH INC