PROJECT MANAGEMENT ADVISORS FOUNDA… - Form 990 Financial Data

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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

2020

Legal Domicile

Principal Officer

JASON HEIDER

Phone

3122071010

Tax Period

2023-01-01 to 2023-12-31

PROJECT MANAGEMENT ADVISORS FOUNDATION, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $226K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $207,000

THE PRIMARY PURPOSE OF THE FOUNDATION IS THE DISTRIBUTION OF FUNDS TO ONE OR MORE ENTITIES EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE OR FOR ONE OR MORE RELIGIOUS, CHARITABLE...

THE PRIMARY PURPOSE OF THE FOUNDATION IS THE DISTRIBUTION OF FUNDS TO ONE OR MORE ENTITIES EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE OR FOR ONE OR MORE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE.

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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 $180,428

Program Service Revenue $0

Investment Income $0

Other Revenue $45,537

TOTAL REVENUE $225,965

Expense Breakdown

Grants Paid $207,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,000

Other Expenses $21,369

TOTAL EXPENSES $228,369

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,965	$182,856	+0.2%
Expenses	$228,369	$183,992	+0.2%
Net Income	$-2,404	$-1,136	+1.1%

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

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
JILL TARBY	PRESIDENT	0.25	Officer Director	$0	$0	$0
JASON HEIDER	SECRETARY/TREASURER	0.25	Officer Director	$0	$0	$0
ROGER T MCCARRON	DIRECTOR	0.25	Director	$0	$0	$0
KENNETH R RICHTER	DIRECTOR	0.25	Director	$0	$0	$0
ANDREW M ROSCOE	DIRECTOR	0.25	Director	$0	$0	$0
J MICHAEL TRACY	DIRECTOR	0.25	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	$225,965	$228,369	$39,087	$-2,404
2020	$53,983	$6,764	$49,092	$47,219

PROJECT MANAGEMENT ADVISORS FOUNDATION