JPIM EMPLOYEE BENEFITS TRUST (EIN 471967010) - 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

2014

Legal Domicile

Principal Officer

PHILIP T REYNOLDS

Phone

9364279070

Tax Period

2018-01-01 to 2018-12-31

JPIM EMPLOYEE BENEFITS TRUST, founded in 2014, is a micro nonprofit that reported $8 in total revenue in fiscal year 2018. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $135K exceeded revenue, resulting in a 1688762% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE FUNDS TO COVER MEDICAL EXPENSES FOR ELIGIBLE PARTICIPANTS OF JUST PHILN IN MANAGEMENT, PLLC.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $8

Other Revenue $0

TOTAL REVENUE $8

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,475

Other Expenses $135,109

TOTAL EXPENSES $135,109

Year-over-Year Comparison

	2018	2017	Change
Revenue	$8	$6	+0.3%
Expenses	$135,109	$117,383	+0.2%
Net Income	$-135,101	$-117,377	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP T REYNOLDS	CHAIRMAN	1.0	Officer Director	$0	$0	$0
LINDA JONES	SECRETARY	0.2	Officer Director	$0	$0	$0
ADAM FAUSETT	TRUSTEE	0.2	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
2018	$8	$135,109	$2,047,435	$-135,101

JPIM EMPLOYEE BENEFITS TRUST