Civic Intelligence

Precision Metalforming Association Educational Foundation

990 • Fiscal year 2023 • EIN 34-1332388

Apr 01, 2022 to Mar 31, 2023 • Filed on Aug 16, 2023

Organization ProfileN/A
6363 Oak Tree BlvdIndependence, OH 44131

(216) 901-8800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-108%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

69th percentile

$104,502

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 63.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-38%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$2,305,422

Down $425,164 (-16%) from 2022

Net Assets

Down

$2,267,278

Down $358,441 (-14%) from 2022

Liabilities

Down

$38,144

Down $66,723 (-64%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin3rd percentile

Revenue

Down

$164,709

Down $99,159 (-38%) from 2022

Expenses

Up

$342,973

Up $169,594 (+98%) from 2022

Net Income

Down

-$178,264

Down $268,753 (-297%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,141,977Liabilities 2015: $111,791Net Assets 2015: $3,030,1862015Assets 2016: $3,166,794Liabilities 2016: $102,481Net Assets 2016: $3,064,3132016Assets 2017: $3,174,452Liabilities 2017: $136,748Net Assets 2017: $3,037,7042017Assets 2018: $2,744,149Liabilities 2018: $177,782Net Assets 2018: $2,566,3672018Assets 2019: $2,665,760Liabilities 2019: $258,403Net Assets 2019: $2,407,3572019Assets 2020: $2,182,997Liabilities 2020: $159,073Net Assets 2020: $2,023,9242020Assets 2021: $2,666,321Liabilities 2021: $106,343Net Assets 2021: $2,559,9782021Assets 2022: $2,730,586Liabilities 2022: $104,867Net Assets 2022: $2,625,7192022Assets 2023: $2,305,422Liabilities 2023: $38,144Net Assets 2023: $2,267,2782023Assets 2025: $2,331,294Liabilities 2025: $7,813Net Assets 2025: $2,323,4812025

Highlighted filing

2023

Assets$2,305,422
Liabilities$38,144
Net Assets$2,267,278
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2015: $211,532Expenses 2015: $150,301Net Income 2015: $61,2312015Revenue 2016: $256,803Expenses 2016: $188,459Net Income 2016: $68,3442016Revenue 2017: $313,293Expenses 2017: $409,647Net Income 2017: -$96,3542017Revenue 2018: $689,511Expenses 2018: $951,966Net Income 2018: -$262,4552018Revenue 2019: $612,441Expenses 2019: $820,915Net Income 2019: -$208,4742019Revenue 2020: $163,672Expenses 2020: $239,355Net Income 2020: -$75,6832020Revenue 2021: $75,756Expenses 2021: $126,176Net Income 2021: -$50,4202021Revenue 2022: $263,868Expenses 2022: $173,379Net Income 2022: $90,4892022Revenue 2023: $164,709Expenses 2023: $342,973Net Income 2023: -$178,2642023Revenue 2025: $218,743Expenses 2025: $256,814Net Income 2025: -$38,0712025

Highlighted filing

2023

Revenue$164,709
Expenses$342,973
Net Income-$178,264
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Aug 16, 2023
Return Version
2022v5.0
Gross Receipts
$881,079
Mission and Program Overview

Mission

To enhance the supply of skilled workers by supporting training and education programs and by improving the public image and awareness of careers in metalforming.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,446,596$2,081,713▼ $364,883
Pledges and Grants Receivable$179,179$116,440▼ $62,739
Cash and Non-Interest-Bearing Accounts$99,811$102,269▲ $2,458
Investments Other Securities$5,000$5,000→ $0
Total Assets$2,730,586$2,305,422▼ $425,164
Liabilities
Accounts Payable and Accrued Expenses$104,867$38,144▼ $66,723
Total Liabilities$104,867$38,144▼ $66,723
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,857,957$1,560,179▼ $297,778
Net Assets With Donor Restrictions$767,762$707,099▼ $60,663
Total Net Assets Fund Balance$2,625,719$2,267,278▼ $358,441
Total Liabilities and Net Assets / Fund Balance$2,730,586$2,305,422▼ $425,164

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,446,596-▼ $87,168$277,715$2,081,713
2021$2,289,513-▲ $157,083-$2,446,596
2020$1,758,958-▲ $615,439$84,884$2,289,513
2019$2,171,083-▼ $231,991$180,134$1,758,958
2018$2,464,085-▲ $209,608$502,610$2,171,083
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Nichol LoprioreExecutive Director, PmaefFT$104,502$104,502

Board Members and Trustees

NameTitle
Suzanne MorrisonChairman
David ArndtVice Chairman
Doug GroomTrustee
Jeff AznavorianTrustee
Jeff FredlineTrustee
Jeffery S ClarkTrustee
Jody FleddermanTrustee
Kara WilliamsTrustee
Ken KolmanTrustee
Laura C MullinTrustee
Mark NetzelTrustee
Rich WagyTrustee
Troy TurnbullTrustee
Virgil DelayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$43,928
Program Service Revenue
$0
Investment Income
$120,781
Other Revenue
$0
All Other Contributions
$43,928
Change in Net Assets
$-178,264

Audited Revenue Reconciliation

Revenue per Audited Statements
$150,916
Revenue Not Reported on Financial Statements
$13,793
Revenue Not Reported on Form 990
$-180,177
Total Revenue per Audited Statements
$-29,261
Total Revenue per Form 990
$164,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$188,100
Salaries, Compensation, and Employee Benefits$86,828
Other Expenses$68,045
Total Fundraising Expense$4,550
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$188,100--$188,100
Current Officers, Directors, Trustees, and Key Employees$65,088$8,408-$73,496
Fees for Services Other$21,959$2,837-$24,796
Fees for Service Investment Mgmnt Fees$12,215$1,578-$13,793
Fees for Services Accounting$7,262$938-$8,200
Other Employee Benefits$6,703$866-$7,569
Payroll Taxes$5,104$659-$5,763
Fees for Services Legal$4,602$595-$5,197
Information Technology$3,100$400-$3,500
Other Expenses$4,908$548$4,550$548
All Other Expenses$239$31-$270
Total Functional Expenses$319,280$19,143$4,550$342,973

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$342,973
Expenses per Audited Statements$329,180
Total Expenses per Audited Statements$329,180
Expenses Not Reported on Financial Statements$13,793
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Precision Metalforming AssociationIndependence, OH501(c)(6)Mgmt.dev.trng.$188,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members of the organization - the organization has 2 classes of members: the sustaining member and the supporting members. The sustaining member is precision metalforming association, a section 501(c)(6) trade association. The supporting members are made up of the following categories: founding members, the institutional partnership member, the industry partner member, the educational partner member, and the friend of the foundation member. Currently, the only active supporting members are the founding members.”

Form 990, Part VI, Section A, Line 7A

“Powers of the members - the sustaining member (precision metalforming association) appoints the sustaining trustees. The supporting members elect the supporting trustees, with each supporting member entitled to one vote.”

Form 990, Part VI, Section B, Line 11B

“Form 990 review - the foundation's board of directors has authorized the audit committee to review form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Monitoring and enforcement of conflict policy - the foundation is a supporting organization of precision metalforming association and, as such, maintains a close relationship with the association. The association's operating system requires use of purchasing procedures with approvals of all purchases by the appropriate individuals which are subject to internal audit and review by independent persons.”

Form 990, Part VI, Section C, Line 19

“Availability of documents - the foundation makes its governing documents, financial statements and conflict policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Precision Metalforming Association
EIN
34-1332388
Phone
2169018800
Address
6363 OAK TREE BLVD, INDEPENDENCE, OH 44131

Signing Officer

Name
Mark Getsay
Title
CFO
Phone
2169018800
Signed
2023-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Getsay
Formed
1980
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
25

Preparer

Firm
Maloney Novotny LLC
Address
1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114-2540
Preparer
Christopher B Anderson
Phone
2163630100
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Use of endowment funds - fund are used to support the foundation's education purposes and programs.”

PART X, LINE 2:

“Fin 48(asc 740) footnote - tax status: the foundation is a not-for-profit organization that is tax exempt under section 501(c)(3) of the internal revenue code. It has been recognized as a non-private foundation under section 509(a)(3) of the code because of its relationship with precision metalforming association. The foundation believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. As of march 31, 2023, the foundation's income tax years from march 31, 2020 and thereafter remain subject to examination by the internal revenue service, as well as various state and local taxing authorities.”

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IRS990/InvestmentIncomeGrp/ExclusionAmt058367
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058367
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05000
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt02446596
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02081713
IRS990/IRPDocumentCnt02
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0716370
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENHANCE THE SUPPLY OF SKILLED WORKERS BY SUPPORTING TRAINING AND EDUCATION PROGRAMS AND BY IMPROVING THE PUBLIC IMAGE AND AWARENESS OF CAREERS IN METALFORMING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02625719
IRS990/NetAssetsOrFundBalancesEOYAmt02267278
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt062414
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062414
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-180177
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01857957
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01560179
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0866
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06703
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07569
IRS990/OtherExpensesGrp/Desc0MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1FUNDRAISING PRIZES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt04550
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0634
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11649
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2548
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IRS990/OtherExpensesGrp/TotalAmt14550
IRS990/OtherExpensesGrp/TotalAmt21649
IRS990/OtherExpensesGrp/TotalAmt3548
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0659
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IRS990/PayrollTaxesGrp/TotalAmt05763
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0179179
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0116440
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK GETSAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt068058
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt029200
IRS990/PYInvestmentIncomeAmt0195810
IRS990/PYOtherExpensesAmt057854
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt090489
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IRS990/PYTotalExpensesAmt0173379
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0263868
IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0-178264
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION SUPPORTS PRECISION METALFORMING ASSOCIATION ("PMA") WHICH IS A SECTION 501(C)(6) ORGANIZATION. ALTHOUGH THE QUESTIONS IN PART IV, LINE 3 ALLOW FOR A SUPPORTING ORGANIZATION RELATIONSHIP TO EXIST BETWEEN A SECTION 501(C)(3) ENTITY AND A SECTION 501(C)(6) ENTITY, PART I, LINE 11G (III) DOES NOT ALLOW US TO INDICATE THAT THE SUPPORTED ORGANIZATION IS A SECTION 501(C)(6) ORGANIZATION. AS SUCH, WE HAVE USED CODE "10" FOR QUESTION 11G (III) SINCE PMA MEETS THE REQUIREMENTS OF SECTION 509(A)(2), AS SPECIFIED BELOW.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FOUNDATION SUPPORTS THE EDUCATIONAL PURPOSES OF PRECISION METALFORMING ASSOCIATION ("PMA"), WHICH IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(6). AS A SECTION 501(C)(6) ORGANIZATION, PMA CANNOT OBTAIN A DETERMINATION REGARDING ITS STATUS AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTIONS 509(A)(1) OR 509(A)(2). HOWEVER, AS DESCRIBED IN OUR NARRATIVE BELOW FOR PART IV, LINE 3B, PMA ANNUALLY PERFORMS THE PUBLIC SUPPORT TEST OF SECTION 509(A)(2) TO ENSURE THAT IT CONTINUES TO MEET THE REQUIREMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WITH THE ASSISTANCE OF THE OUTSIDE PUBLIC ACCOUNTING FIRM, PRECISION METALFORMING ASSOCIATION ("PMA") PERFORMS THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) TO ENSURE THAT IT CONTINUES TO PASS THE 2 TESTS OF THAT CODE SECTION. PMA PERFORMS THE SECTION 509(A)(2) PUBLIC SUPPORT TEST ANNUALLY. PMA HAS A DETERMINATION LETTER FROM THE IRS SHOWING THAT IT IS TAX-EXEMPT UNDER CODE SECTION 501(C)(6). FURTHER, PMA ANNUALLY CHECKS THE IRS' TAX EXEMPT ORGANIZATIONS SEARCH TOOL TO ENSURE THAT ITS TAX-EXEMPT STATUS HAS NOT BEEN AUTOMATICALLY REVOKED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3PRECISION METALFORMING ASSOCIATION ("PMA") AND THE FOUNDATION SHARE EMPLOYEES AND ACCOUNTING SOFTWARE. FOR SUPPORT THAT PMA RECEIVES DIRECTLY FROM THE FOUNDATION, PERSONNEL ENSURE THAT THESE FUNDS ARE SPENT EXCLUSIVELY FOR EDUCATIONAL PURPOSES IN ACCORDANCE WITH CODE SECTION 170(C)(2)(B). THE FOUNDATION ALSO MAKES GRANTS TO UNRELATED ORGANIZATIONS FOR EDUCATIONAL PROGRAMS AND REQUIRES GRANTEES TO SUBMIT PERIODIC REPORTS WHICH DESCRIBE HOW THE FUNDS WERE SPENT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE FOUNDATION HAS A SIGNIFICANT VOICE IN THE AFFAIRS OF PRECISION METALFORMING ASSOCIATION ("PMA"), THE SUPPORTED ORGANIZATION, BECAUSE PMA HAS THE POWER TO APPOINT 6 OF THE 14 BOARD MEMBERS OF THE FOUNDATION. ADDITIONALLY, THE FOUNDATION PROVIDES IMPORTANT FUNDING FOR EDUCATIONAL PROGRAMS THAT BENEFIT THE PRECISION METALFORMING INDUSTRY. WITHOUT THE SUPPORT OF THE FOUNDATION, PMA WOULD HAVE TO RAISE MONEY TO CONDUCT THESE PROGRAMS ON ITS OWN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5AS NOTED ABOVE, THE FOUNDATION PROVIDED FUNDING FOR EDUCATIONAL PROGRAMS FOR THE METALFORMING INDUSTRY, AND WITHOUT SUCH SUPPORT, PRECISION METALFORMING ASSOCIATION ("PMA"), THE SUPPORTED ORGANIZATION, WOULD HAVE TO RAISE THE FUNDS FOR THESE PROGRAMS ON ITS OWN. EDUCATIONAL PROGRAMS ARE A SIGNIFICANT ACTIVITY FOR PMA'S MEMBERS, AND AS SUCH, PMA IS RESPONSIVE AND ATTENTIVE TO THE FOUNDATION. RAISING AND PROVIDING FUNDS FOR EDUCATIONAL PROGRAMS CONSTITUTED THE MOST SIGNIFICANT ACTIVITIES OF THE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6AS NOTED ABOVE, THE FOUNDATION PROVIDES NEEDED FUNDING TO PRECISION METALFORMING ASSOCIATION ("PMA"), THE SUPPORTED ORGANIZATION, FOR EDUCATIONAL PROGRAMS FOR THE METALFORMING INDUSTRY. WITHOUT THE FOUNDATION'S INVOLVEMENT, PMA WOULD HAVE TO CONDUCT THESE ACTIVITIES ITSELF SINCE EDUCATIONAL PROGRAMS ARE A SIGNIFICANT PART OF PROMOTING THE INDUSTRY OF PMA'S MEMBERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART I, LINE 11G (III):
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SEC. A, LINE 2 - PUBLIC CHARITY STATUS:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SEC. A, LINE 3B - SEC. 509(A)(2) TEST:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SEC. A, LINE 3C - VERIFICATION OF USES OF SUPPORT:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SEC. D, LINE 3 - SIGNIFICANT VOICE:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART IV, SEC. E, LINE 2A - FURTHERING EXEMPT PURPOSES:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART IV, SEC. E, LINE 2B - ACTIVITIES OF SUPPORTED ORG.:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0340639124
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0188100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PRECISION METALFORMING ASSOC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0188100
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.73711
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02446596
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02081713
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-87168
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0277715
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02289513
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02446596
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0157083
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01758958
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02289513
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0615439
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt084884
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02171083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01758958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-231991
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0180134
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02464085
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02171083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0209608
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0502610
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013793
IRS990ScheduleD/ExpensesSubtotalAmt0329180
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013793
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013793
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-180177
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.22408
IRS990ScheduleD/RevenueNotReportedAmt0-180177
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013793
IRS990ScheduleD/RevenueSubtotalAmt0150916
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS - FUND ARE USED TO SUPPORT THE FOUNDATION'S EDUCATION PURPOSES AND PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FIN 48(ASC 740) FOOTNOTE - TAX STATUS: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT HAS BEEN RECOGNIZED AS A NON-PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE CODE BECAUSE OF ITS RELATIONSHIP WITH PRECISION METALFORMING ASSOCIATION. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. AS OF MARCH 31, 2023, THE FOUNDATION'S INCOME TAX YEARS FROM MARCH 31, 2020 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, AS WELL AS VARIOUS STATE AND LOCAL TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.03881
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0342973
IRS990ScheduleD/TotalRevenuePerForm990Amt0164709
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-29261
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0329180
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0188100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(6)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MGMT.DEV.TRNG.

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,305,422
Liabilities
$38,144
Net assets
$2,267,278
Revenue
$164,709
Expenses
$342,973
Net income
-$178,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.01$2.32$0.22$0.26$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.04$2.27$0.16$0.34$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.10$2.63$0.26$0.17$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.11$2.56$0.08$0.13$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.16$2.02$0.16$0.24$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.26$2.41$0.61$0.82$0.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.18$2.57$0.69$0.95$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.14$3.04$0.31$0.41$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.10$3.06$0.26$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.11$3.03$0.21$0.15$0.06
Peer Organizations

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