Ptda Foundation

Nonprofit profile at a glance

EIN
363225792
IRS 990 coverage
2017–2025
Forms available
Form 990 2025
Location
Chicago, IL, USA
Phone
3125162100
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Public Utilities

Official website

Reported finances

Revenue
$269,913
Expenses
$204,401
Assets
$737,186
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • MATTHEW PAVLINSKY (PRESIDENT)
  • MIKE MCLAIN (VICE PRESIDENT)
  • BILL SHEPARD (PTDA PRESIDENT (EX OFFICIO)
  • ANN ARNOTT (EXECUTIVE DIRECTOR)

Highest reported compensation

  • ANN ARNOTT (EXECUTIVE DIRECTOR): $313,132 total reported compensation
  • ANNA MEYER (SR DIR OF PROJECT MANAGEME): $136,044 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The ptda foundation (the charitable arm of ptda) is dedicated to improving the knowledge, professionalism and productivity of individuals in the power transmission/motion control (pt/mc) industry.

What it reported doing in 2025

Improving the professionalism of the industry with resources to assist in attracting individuals to the pt/mc industry and with programs recognizing individuals who excel in the pt/mc industry. In 2025, the ptda foundation presented awards to a trailblazing woman and a future leader in the industry.

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 73% for direct work, and 27% for grants.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 36
  • Transparency & Controls: 71
  • Accountability: 90
  • Sustainability: 69
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 34.2%; rating input score 34
  • Program expense ratio: 45.1%; rating input score 45
  • Fundraising efficiency: $4.33 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 24.3%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 3.61; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 19.1%; rating input score 19; 19th percentile among comparable filings

Growth

  • Program expense growth: -4.9% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -1.4% per year; rating input score 0; 15th percentile among comparable filings
  • Asset growth: 1.4% per year; rating input score 100; 28th percentile among comparable filings

Details

  • Where the money goes: 34.2% of revenue deployed · 45.1% of spending went to programs
  • Governance: 13 of 13 board members independent · 6 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $92K in reported program spending
  • Leadership: top reported pay $313K · 15 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 24 of 24 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 9 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 34/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 45/100.
  • High — Financial Efficiency: Fundraising efficiency scored 18/100.
  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 19/100.