Ptda Foundation FY2021 filing

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EIN 36-3225792 Public charity (501(c)(3)) Chicago, IL NTEE W80E
Form 990 (PDF)

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Revenue & expenses by yearFY2020–FY2025
Revenue
$246K
FY2021▲ +27%
Expenses
$293K
FY2021▲ +27%

Form 990 for the fiscal year ending December 2021 (IRS tax year 2021).


Improves PT/MC industry knowledge, professionalism, and productivity for individuals. For fiscal year 2021 it reported $246K in revenue, $293K in expenses, and $567K in net assets.Pt I

Founded
1982
Type
Public charity (501(c)(3)) · Public & Societal Benefit
Location
Chicago, IL
Website
www.ptdafoundation.org
Filings
6 on file (2020–2021)
Revenue
$246KFY2021
Expenses
$293K
Net assets
$567K
People
15
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Provided by the organization

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Size
$100K–1M
What they do
Improves PT/MC industry knowledge, professionalism, and productivity for individuals.
Leadership
Barbara J Ross · Director
Money in and out
$246K revenue, $293K expenses
Bottom line
53% program efficiency

What Funders Ask

6 questions, answered from this org's own filings

Will my donation be tax-deductible?

GOOD

Yes — A charitable, religious, educational, scientific, or literary organization. Contributions are generally tax-deductible for donors.

IRS Business Master File records this organization as tax-exempt with deductible contributions. See detail →

Can I donate to this org right now?

GOOD

No revocation on IRS record

This EIN does not appear on the IRS auto-revocation list. See detail →

Is this organization up to date?

GOOD

Yes — filed FY2025

Most recent Form 990 on file is for fiscal year 2025 (1 year ago). See detail →

Is it receiving grants from reputable foundations?

GOOD

1 funder — Webster Foundation INC

1 distinct foundation funder(s) on file, $1K received in the most recent year with grants. See detail →

How is the money spent?

WARNING

53% to programs

53% of total functional expenses went to program services in the most recent filing (Form 990 Part IX); the rest is overhead and fundraising. See detail →

What's its financial size and trend?

NEUTRAL

$100K–1M · ↑ +27% vs prior year

Revenue band $100K–1M, +27% versus the prior filing year (up). See detail →

Where the money goes · FY2021
Total revenue
$246K
Pt VIII · Ln 12
Total expenses
$293K
Pt IX · Ln 25
Net assets
$567K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$47K
Where spending went · Part IX cols B–D
Program services $0.53 Management & general $0.32 Fundraising $0.15
Program efficiency
53%
of spending reaches programs
Operating runway
22.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
-19%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2021 · Form 990
Total assets
$594K
FY2021▼ -3%
Total liabilities
$27K
FY2021
Revenue less expensesPt I · Ln 19−$47K
Total assetsPt X · Ln 16$594K
Program-expense ratioPt IX · col B53%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CPtda Foundation
EINHdr · item D36-3225792
Principal addressHdr · item CChicago, IL
WebsiteHdr · item Jwww.ptdafoundation.org
Year of formationHdr · item L1982
State of legal domicileHdr · item MIL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFPublic & Societal Benefit (W80E)
Ruling yearIRS BMFOct 1983

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b13
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

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

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Mission & Programs · Part III

Where the work happens

3 program services account for $154K of program spending, described in the organization's own filed words · FY2021.
01

Improving the knowledge of individuals in the industry through research and information on industry-specific human resources trends and best practices. In 2021, the ptda foundation expanded its blog and hosted educational programming to share the experience of industry employers in improving the knowledge, professionalism and…

$92Kprogram 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 2021, the ptda foundation hosted educational programming to assist employers in improving the professionalism and productivity of their workforce.

$35Kprogram 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. In 2021, the ptda foundation presented awards to a trailblazing woman and a future leader in the industry.

$27Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$240K · 98%
Other revenue$5K · 2%
Contributions & grants98%$240K
Other revenue2%$5K
Program service revenue$598
Total revenueLn 12$246K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.53 Management & general $0.32 Fundraising $0.15
Program services53%$154K
Management & general32%$94K
Fundraising15%$45K
Total functional expensesLn 25$293K

Balance Sheet

Part X · end of year
CashLn 1$539K
Total assetsLn 16$594K
Total liabilitiesLn 26$27K
Total net assetsLn 32$567K
Months of cash on handcomputed22.0

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $539K · Operating expenses/yr $293K
22.0 months
Where the money goes
Program services
Program services $154K · Total expenses $293K
53%
Management & General
Management & general $94K · Total expenses $293K
32%
Fundraising
Fundraising $45K · Total expenses $293K
15%
Cost to raise $1
Fundraising expense (2-yr avg) $39K · Solicited contributions (2-yr avg) $216K
$0.18 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $240K · Total revenue $246K
98%
Government reliance
Government grants — · Total revenue $246K
—
Earned-income share
Program service revenue $598 · Total revenue $246K
0.2%
Investment reliance
Investment income $0 · Total revenue $246K
0%
Program self-sufficiency
Program service revenue $598 · Total expenses $293K
0.2%
Growth & trend
Revenue growth (YoY)
This year $246K · Prior year $194K
+27%
Net-asset trend (YoY)
End of year $567K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $246K · Expenses $293K
-19%
Liabilities-to-Assets
Total liabilities — · Total assets $594K
—
Net-asset ratio
Net assets $567K · Total assets $594K
95%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $594K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Barbara J Ross · Reported title DIRECTOR · Highest reported compensation $0 · Total expenses $293K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $293K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 53%——
Overhead ratio 32%——
Fundraising cost ratio 19%——
Revenue growth 27%——
Legal fee ratio <0.01%——
Accounting fee ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$270K revenue · ⤓ 990 PDF
FY2024$297K revenue · ⤓ 990 PDF
FY2023$261K revenue · ⤓ 990 PDF
FY2022$295K revenue · ⤓ 990 PDF
FY2021$246K revenue · viewing · ⤓ 990 PDF
FY2020$194K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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