Putnam Jasper Assocation For Mentally Handicapped Inc (EIN 581153048) - 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

1960

Legal Domicile

Principal Officer

Ann Phillips

Phone

7064858393

Tax Period

2022-07-01 to 2023-06-30

Putnam Jasper Assocation For Mentally Handicapped Inc, founded in 1960, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 6% surplus.

Mission

To provide vocational training and personal support services to the developmentally disabled population of Putnam and Jasper counties in Georgia.

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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 (2022)

Revenue Breakdown

Contributions & Grants $355,944

Program Service Revenue $869,087

Investment Income $0

Other Revenue $128

TOTAL REVENUE $1,225,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $908,422

Fundraising Expenses $0

Program Expenses $981,076

Other Expenses $247,668

TOTAL EXPENSES $1,156,090

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,225,159	$1,062,343	+0.2%
Expenses	$1,156,090	$1,024,450	+0.1%
Net Income	$69,069	$37,893	+0.8%

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

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

$141,205

Total Directors

$195,865

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Phillips	Director/CEO	40.00	Officer Director Highest	$141,205	$0	$141,205
Rosemary Jackson	Chairman	1.00	Officer Director	$0	$0	$0
Linda Stewart	Secretary	1.00	Officer Director	$0	$0	$0
Sabrina Slocumb	Director	1.00	Director	$0	$0	$0
Patricia Hurt	Director	1.00	Director	$0	$0	$0
Annie Bishop	Director	1.00	Director	$54,660	$0	$54,660

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
2023	$1,225,159	$1,156,090	$192,613	$69,069
2022	$1,062,343	$1,024,450	$97,100	$37,893
2021	$904,023	$910,158	$46,447	$-6,135
2020	$979,832	$973,796	$56,042	$6,036
2019	$999,190	$993,599	$63,183	$5,591
2018	$1,058,738	$1,007,184	$84,103	$51,554

Putnam Jasper Assocation For Mentally Handicapped Inc