PARTNERSHIP GWINNETT PFE INC (EIN 461203840) - 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

LISA ANDERS

Phone

7702323000

Tax Period

2023-01-01 to 2023-12-31

PARTNERSHIP GWINNETT PFE INC, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $970K in total revenue in fiscal year 2023.

Mission

PARTNERSHIP GWINNETT PFE, INC IS GWINNETT'S ECONOMIC AND COMMUNITY DEVELOPMENT INITIATIVE FUNDED BY PUBLIC ENTITIES. LED BY THE GWINNETT CHAMBER OF COMMERCE AND A HOST OF PUBLIC PARTNERS, THE INITIATIVE TARGETS THE RETENTION AND EXPANSION OF NEW AND EXISTING BUSINESSES.

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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 $970,130

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $970,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,025,647

Other Expenses $1,025,647

TOTAL EXPENSES $1,025,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$970,130	$980,600	0.0%
Expenses	$1,025,647	$1,040,618	0.0%
Net Income	$-55,517	$-60,018	-0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIMMY BURNETTE	CHAIRMAN	4.00	Officer Director	$0	$0	$0
JOE ALLEN	PRESIDENT	4.00	Officer Director	$0	$0	$0
LISA ANDERS	SECRETARY/TREASURER	4.00	Officer Director	$0	$0	$0
GLENN STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CANNON	DIRECTOR	1.00	Director	$0	$0	$0
JOE HEFFRON	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE LOVE HENDRICKSON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE LEVENGOOD	NON-VOTING MEMBER	1.00	Director	$0	$0	$0
NICK MASINO	NON-VOTING MEMBER	1.00	Director	$0	$0	$0
ANDREW CARNES	NON-VOTING MEMBER	1.00	Director	$0	$0	$0
DICK CAROTHERS	NON-VOTING MEMBER	1.00	Director	$0	$0	$0
PAUL SANSONE	NON-VOTING MEMBER	1.00	Director	$0	$0	$0
PATRICIA SLEDGE	NON-VOTING MEMBER	1.00	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	$970,130	$1,025,647	$699,724	$-55,517
2022	$980,600	$1,040,618	$780,434	$-60,018
2021	$990,920	$1,002,169	$762,470	$-11,249
2020	$943,465	$977,941	$767,714	$-34,476

PARTNERSHIP GWINNETT PFE INC