PLANSMART NJ INC

EIN: 221854716 501(c)(3) Community Improvement

Princeton, NJ

Total Revenue
$140,819
Total Expenses
$134,892
Total Assets
$1,697
Net Assets
$1,697
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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
1968
Legal Domicile
NJ
Principal Officer
Karen Jezierny
Phone
6099029207
Tax Period
2021-01-01 to 2021-12-31

PLANSMART NJ INC, founded in 1968, is a small nonprofit in the Community Improvement sector that reported $141K in total revenue in fiscal year 2021. Revenue surged 507% from the prior year, signaling strong growth momentum. Expenses of $135K left a modest 4% surplus.

Mission

The organization is in the process of dissolving; it has sold the building and dsitributed most of the remaining assets to other non-profits

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $1,000
Program Service Revenue $0
Investment Income $0
Other Revenue $139,819
TOTAL REVENUE $140,819

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $134,892
TOTAL EXPENSES $134,892

Year-over-Year Comparison

2021 2020 Change
Revenue $140,819 $23,200 +5.1%
Expenses $134,892 $15,639 +7.6%
Net Income $5,927 $7,561 -0.2%
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Vito Pulito Trustee 0
Director
$0 $0 $0
Karen Jezierny Trustee 0
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
2021 $140,819 $134,892 $1,697 $5,927
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