JCPE INVESTMENTS (NFP)

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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

2001

Legal Domicile

Principal Officer

DONNA J MALONE

Phone

3096856580

Tax Period

2024-04-01 to 2025-03-31

JCPE INVESTMENTS (NFP), founded in 2001, is a community nonprofit in the Community Improvement sector that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 183% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 67% operating margin.

Mission

TO HOLD AND MANAGE THE INVESTMENTS AND FIXED ASSETS OF JOHN C. PROCTOR ENDOWMENT.

Program Service Accomplishments

Program 1

JCPE INVESTMENTS HOLDS AND MANAGES THE INVESTMENTS AND FIXED ASSETS OF THE JOHN C. PROCTOR ENDOWMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,979,418

Other Revenue $0

TOTAL REVENUE $2,979,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $992,869

TOTAL EXPENSES $992,869

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,979,418	$1,051,742	+1.8%
Expenses	$992,869	$895,409	+0.1%
Net Income	$1,986,549	$156,333	+11.7%

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

N/A

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

$400,433

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J ANDREW P STONE	CHAIRMAN	1.00	Director	$0	$0	$0
MARGARET A STONE	TRUSTEE	1.00	Director	$0	$0	$0
ARLYN R RUBASH	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN RUBASH	TRUSTEE	1.00	Director	$0	$0	$0
JOHN B WAHLFELD	TRUSTEE	1.00	Director	$0	$0	$0
HARRY C STONE MD	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
DONNA J MALONE	PRES/SEC/ASST TREASURER	2.00	Officer	$0	$36,957	$294,461
ALISE GROMALA	TREASURER/ASST SEC	2.00	Officer	$0	$8,784	$105,972

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
2025	$2,979,418	$992,869	$73,791,941	$1,986,549
2024	$1,051,742	$895,409	$71,949,113	$156,333
2023	$1,298,486	$855,234	$63,149,437	$443,252
2022	$2,432,842	$879,029	$68,189,390	$1,553,813
2021	$3,338,323	$893,626	$68,005,381	$2,444,697
2020	$1,518,806	$852,517	$56,690,789	$666,289
2019	$2,997,058	$892,612	$64,612,938	$2,104,446