PARTNERSFINANCIAL CHARITABLE FOUNDATION (EIN 460827422) - 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

2012

Legal Domicile

Principal Officer

JAYSON SAMUELS

Phone

5126976971

Tax Period

2024-01-01 to 2024-12-31

PARTNERSFINANCIAL CHARITABLE FOUNDATION, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $114K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $143K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT IMPROVE OUR MEMBERS' LOCAL COMMUNITIES.

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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 $67,200

Program Service Revenue $0

Investment Income $47,098

Other Revenue $0

TOTAL REVENUE $114,298

Expense Breakdown

Grants Paid $102,000

Salaries & Benefits $29,000

Fundraising Expenses $0

Program Expenses $103,947

Other Expenses $12,064

TOTAL EXPENSES $143,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,298	$466,098	-0.8%
Expenses	$143,064	$157,726	-0.1%
Net Income	$-28,766	$308,372	-1.1%

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

$29,000

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON O'DELL	CHAIRMAN	1.00	Director	$0	$0	$0
JOHN IRVIN	DIRECTOR	1.00	Officer Director	$0	$0	$0
RYAN BARRADAS	DIRECTOR	1.00	Director	$0	$0	$0
MARTY NANNE	DIRECTOR	1.00	Officer Director	$0	$0	$0
JEFF OSTRUM	DIRECTOR	1.00	Director	$0	$0	$0
WILL PLATT	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE MEIER	DIRECTOR	1.00	Officer Director	$5,000	$0	$5,000
JAYSON SAMUELS	EXECUTIVE DIRECTOR	20.00	Officer	$24,000	$0	$24,000

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	$114,298	$143,064	$1,809,380	$-28,766
2023	$466,098	$157,726	$1,720,545	$308,372
2022	$119,474	$159,572	$1,254,326	$-40,098
2021	$113,620	$100,870	$1,578,706	$12,750
2020	$89,184	$97,585	$1,419,800	$-8,401
2019	$126,788	$111,390	$1,347,077	$15,398
2018	$221,661	$108,497	$1,180,726	$113,164

PARTNERSFINANCIAL CHARITABLE FOUNDATION