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.

501(c)(3) charity; gifts are tax-deductible.
60¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $14K a year · 5% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
60%
of spending
Worth a look: 60% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
28 mo
of spending, in cash
Looks good: 28.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$194K
Spent
$232K
To programs
60%
Net assets
$614K
By yearFY2020–FY2025
Revenue
$194K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$194K
FY2021$246K
FY2022$295K
FY2023$261K
FY2024$297K
FY2025$270K
Expenses
$232K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$232K
FY2021$293K
FY2022$332K
FY2023$217K
FY2024$200K
FY2025$204K
Net assets
$614K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$614K
FY2021$567K
FY2022$530K
FY2023$574K
FY2024$672K
FY2025$737K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

60 cents of each dollar spent went to programs.

Program services 60% · $138K Management & general 26% · $60K Fundraising 14% · $33K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Ptda Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves PT/MC industry knowledge, professionalism, and productivity for individuals.

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Provided by the organization

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3 programs · $138K · in their own filed words · FY2020
01

Improving the knowledge of individuals in the industry through research and information on industry-specific human resources trends and best practices. In 2020, the ptda foundation launched a blog and hosted educational programming to share the experience of industry employers in improving the knowledge, professionalism and productivity…

$56Kprogram expense
02

Improving the productivity of individuals in the human resources functions in the industry by providing PT/MC-SPECIFIC resources for their use in fulfillment of their job responsibilities. In 2020, the ptda foundation hosted educational programming to assist employers in improving the professionalism and productivity of their workforce.

$53Kprogram expense
03

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.

$29Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2021
Total grants receivedfrom 1 funder$1K
Grants paid · 4 grants · $47K · 2024–2025
Unitemized GrantFY2025$15,000
Unitemized GrantFY2025$10,000
Unitemized GrantFY2024$12,000
Unitemized GrantFY2024$10,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$194K
Ln 12
Gifts and grantsLn 1h$191K
Fees for servicesLn 2g$2K
Other incomeLn 4–11$850
Money outPt IX
$232K
Ln 25
Programscol B$138K
Managementcol C$60K
Fundraisingcol D$33K
Owns and owesPt X
$614K
net assets · Ln 32
Cash and savingsLn 1–2$540K
Total assetsLn 16$614K
LiabilitiesLn 26$0
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$191K
Fundraising eventsLn 1c$500
Fees for servicesLn 2g$2K
Investment incomeLn 3$3
Other incomeLn 4–11$850
Total revenueLn 12$194K
Assets in detailPt X, end of year
CashLn 1$540K
Cash and savings togetherLn 1–2$540K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$4K
Total assetsLn 16$614K
LiabilitiesLn 26$0
Net assetsLn 32$614K
OperationsPt I, VI
EmployeesI 50
VolunteersI 613
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$569K$540K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$652K$614K
LiabilitiesLn 26$83$0
Net assetsLn 32$652K$614K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$180K$106K$47K$27K
Legal feesLn 11b$26$26
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$8K$8K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$2K$691$205$832
Information technologyLn 14$2K$304$109$2K
OccupancyLn 16$26K$16K$7K$4K
TravelLn 17$3K$1K$2K
Conferences, conventions and meetingsLn 19$7$7
Total functional expensesLn 25$232K$138K$60K$33K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $270K$204K$66K$737K 990 PDF
FY2024 $297K$200K$97K$672K 990 PDF
FY2023 $261K$217K$45K$574K 990 PDF
FY2022 $295K$332K−$37K$530K 990 PDF
FY2021 $246K$293K−$47K$567K 990 PDF
FY2020 Viewing $194K$232K−$38K$614K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $194,027 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $290,617$191,056
I-9 Program service revenuePrior year $2,632$2,118
I-10 Investment incomePrior year $28$3
I-11 Other revenuePrior year −$845$850
I-12 Total revenuePrior year $292,432$194,027
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $27,600$0
I-17 Other expensesPrior year $256,335$231,713
I-18 Total expensesPrior year $283,935$231,713
I-19 Revenue less expensesPrior year $8,497−$37,686
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $194,027 across 7 lines filed
VIII-1c Fundraising events$500
VIII-1f All other contributions, gifts and grants$190,556
VIII-1h Total contributions, gifts and grants$191,056
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,118$2,118
VIII-3 Investment incomeExcluded from tax $3$3
VIII-8 Net income from fundraising eventsExcluded from tax $850$850
VIII-12 Total revenueRelated to mission $2,118 · Unrelated business $0 · Excluded from tax $853$194,027
Part IX · Statement of functional expenses $231,713 across 10 lines filed
IX-11a Management feesPrograms $106,341 · Management $47,186 · Fundraising $26,605$180,132
IX-11b Legal feesManagement $26$26
IX-11c Accounting feesManagement $4,250$4,250
IX-11g Other fees for servicesPrograms $7,500$7,500
IX-12 Advertising and promotionPrograms $6,494$6,494
IX-13 Office expensesPrograms $691 · Management $205 · Fundraising $832$1,728
IX-14 Information technologyPrograms $304 · Management $109 · Fundraising $1,929$2,342
IX-16 OccupancyPrograms $15,558 · Management $6,903 · Fundraising $3,892$26,353
IX-17 TravelPrograms $1,175 · Management $1,706$2,881
IX-19 Conferences, conventions and meetingsFundraising $7$7
IX-25 Total functional expensesPrograms $138,063 · Management $60,385 · Fundraising $33,265$231,713
Part X · Balance sheet $614,245 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $569,048$540,497
X-3 Pledges and grants receivableStart of year $64,050$69,300
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $18,582$4,448
X-16 Total assetsStart of year $652,014$614,245
X-26 Total liabilitiesStart of year $83$0
X-27 Net assets without donor restrictionsStart of year $469,791$450,078
X-28 Net assets with donor restrictionsStart of year $182,140$164,167
X-32 Total net assets or fund balancesStart of year $651,931$614,245
X-33 Total liabilities and net assetsStart of year $652,014$614,245
Part XI · Reconciliation of net assets $614,245 net assets at year end
XI-1 Total revenue$194,027
XI-2 Total expenses$231,713
XI-3 Revenue less expenses−$37,686
XI-4 Net assets at start of year$651,931
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$614,245

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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