JOAN DANCY AND P A L S INC (EIN 203842940) - 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

2004

Legal Domicile

Principal Officer

ROBERT H HUTCHINS CPA

Phone

7324502677

Tax Period

2023-07-01 to 2024-06-30

JOAN DANCY AND P A L S INC, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $306K, a strong 29% operating margin.

Mission

TO RELIEVE THE SUFFERING OF AMYOTROPHIC LATERAL SCLEROSIS PATIENTS BY ASSISTING WITH COUNSELING, TRANSPORTATION AND OTHER BASIC NEEDS.

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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 $1,023,234

Program Service Revenue $0

Investment Income $30,114

Other Revenue $-7,507

TOTAL REVENUE $1,045,841

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,214

Fundraising Expenses $16,458

Program Expenses $660,706

Other Expenses $541,627

TOTAL EXPENSES $739,841

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,045,841	$1,208,279	-0.1%
Expenses	$739,841	$610,309	+0.2%
Net Income	$306,000	$597,970	-0.5%

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

$83,002

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERROLD BAKAL	TRUSTEE	2.00	Director	$0	$0	$0
DOUGLAS S LIVORNESE MD	TRUSTEE	2.00	Director	$0	$0	$0
JAMES O'NEILL	TRUSTEE	2.00	Director	$0	$0	$0
PATRICIA SCHAEFFER RN	TRUSTEE	40.00	Director	$83,002	$0	$83,002
JEROLD L ZARO ESQ	TRUSTEE	2.00	Director	$0	$0	$0
SEAN MAGOVERN	PRESIDENT/EXEC. DIRECTOR	2.00	Officer	$0	$0	$0
RICHARD J SAKER	CEO	2.00	Officer	$0	$0	$0
ROBERT H HUTCHINS CPA	TREASURER	2.00	Officer	$0	$0	$0
MITCHELL J ANSELL ESQ	SECRETARY	2.00	Officer	$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
2025	No data	No data	No data	No data
2024	$1,045,841	$739,841	$1,801,653	$306,000
2023	$1,208,279	$610,309	$1,430,407	$597,970
2022	$520,581	$694,881	$842,990	$-174,300
2021	$351,566	$703,839	$1,008,670	$-352,273
2020	$915,480	$815,865	$1,325,821	$99,615
2019	$958,069	$825,736	$1,212,331	$132,333
2018	$837,880	$854,691	$1,058,940	$-16,811

JOAN DANCY AND P A L S INC