PROJECT MANAGEMENT ADVISORS FOUNDATION (EIN 844520141) - 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

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 micro nonprofit in the Philanthropy & Grantmaking sector that reported $54K in total revenue in fiscal year 2020. The organization ran a surplus of $47K, a strong 87% operating margin.

Mission

DISTRIBUTION OF GRANTS TO OTHER 501(C)(3) CHARITABLE ORGANIZATIONS.

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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