J&P ASSOCIATES LTD (EIN 043568143) - Form 990 Financial Analysis & Trantor Score

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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

1999

Legal Domicile

Principal Officer

JOHN DONAHUE

Phone

5088509808

Tax Period

2023-01-01 to 2023-12-31

J&P ASSOCIATES LTD, founded in 1999, is a small nonprofit in the Human Services sector that reported $289K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE FINANCIAL AND BILL PAYING SERVICES TO PEOPLE DEPENDENT ON GOVERNMENT PAYMENTSSOCIAL SECURITY AND DISABILITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $288,580

Investment Income $0

Other Revenue $0

TOTAL REVENUE $288,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $227,340

Fundraising Expenses $0

Program Expenses $222,891

Other Expenses $52,942

TOTAL EXPENSES $280,282

Year-over-Year Comparison

	2023	2022	Change
Revenue	$288,580	$254,018	+0.1%
Expenses	$280,282	$267,022	+0.0%
Net Income	$8,298	$-13,004	-1.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULA DONAHUE	PRESIDENT	040.00	Officer Director Key Emp Highest	$0	$0	$0
JOHN DONAHUE	TREASURER CLERK	020.00	Officer Director Key Emp Highest	$0	$0	$0
KIM DIPIETRO	DIRECTOR	000.50	Director	$0	$0	$0
CHRIS JORGENSEN	DIRECTOR	000.50	Director	$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$288,580	$280,282	$10,653	$8,298
2022	$254,018	$267,022	$254	$-13,004
2021	$211,781	$234,812	$12,124	$-23,031
2020	$236,750	$230,717	$35,155	$6,033

J&P ASSOCIATES LTD