PARTNERS IN RECOVERY LLC (EIN 264681471) - 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

2009

Legal Domicile

Principal Officer

SHARAREH NAJAFI-PIPER

Phone

4809693800

Tax Period

2023-10-01 to 2024-09-30

PARTNERS IN RECOVERY LLC, founded in 2009, is a mid-sized nonprofit in the Mental Health sector that reported $49.1M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $44.0M left a modest 10% surplus.

Mission

COPA HEALTH IS A NONPROFIT ORGANIZATION THAT PROVIDES EXCEPTIONAL HEALTHCARE SERVICES, GUIDED BY ITS SIX CORE VALUES: PEOPLE FIRST, COMPASSION, INTEGRITY, PERSEVERANCE, ACCOUNTABILITY, AND INNOVATION. THEY OFFER INTEGRATED HEALTHCARE, EMPLOYMENT SERVICES, DAY PROGRAMS, COUNSELING, AND AFFORDABLE HOUSING FOR INDIVIDUALS WITH COMPLEX MEDICAL, BEHAVIORAL, OR LONG-TERM CARE 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 $47,159,685

Program Service Revenue $1,681,992

Investment Income $136,036

Other Revenue $95,853

TOTAL REVENUE $49,073,566

Expense Breakdown

Grants Paid $6,100

Salaries & Benefits $0

Fundraising Expenses $738,130

Program Expenses $10,957,597

Other Expenses $43,985,857

TOTAL EXPENSES $43,991,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,073,566	$52,570,304	-0.1%
Expenses	$43,991,957	$46,405,515	-0.1%
Net Income	$5,081,609	$6,164,789	-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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$740,277

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID DAY	CHAIR	0.25	Officer Director	$0	$0	$0
HOLLY WILLIAMS	VICE CHAIR	0.25	Officer Director	$0	$0	$0
CRAIG CARDON	TREASURER	0.25	Officer Director	$0	$0	$0
DON FOWLS MD	SECRETARY	0.25	Officer Director	$0	$0	$0
ABRAHAM BARTON	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK CARDON	DIRECTOR	0.25	Director	$0	$0	$0
WILFORD CARDON	IMMEDIATE PAST CHAIR	0.25	Director	$0	$0	$0
BRIAN KOTSUR	DIRECTOR	0.25	Director	$0	$0	$0
BRIAN MIDDLETON	DIRECTOR	0.25	Director	$0	$0	$0
TOM SIMPLOT	DIRECTOR	0.25	Director	$0	$0	$0
JON SCOTT WILLIAMS	DIRECTOR	0.25	Director	$0	$0	$0
SHARAREH NAJAFI-PIPER	CEO	3.00	Officer	$0	$47,886	$612,768
MARTIN QUINTANA	CFO	3.00	Officer	$0	$4,301	$127,509

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	$49,073,566	$43,991,957	$33,249,105	$5,081,609
2023	$52,570,304	$46,405,515	$32,848,683	$6,164,789
2022	$47,356,518	$41,045,647	$18,515,734	$6,310,871
2021	$45,741,992	$39,183,268	$11,358,773	$6,558,724
2020	$38,350,793	$36,743,494	$12,811,599	$1,607,299
2019	$34,895,218	$34,545,068	$7,434,960	$350,150
2018	$34,905,580	$34,278,035	$7,373,655	$627,545

PARTNERS IN RECOVERY LLC