PARTNERS WITH PURPOSE (EIN 841764948) - 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

2019

Legal Domicile

Principal Officer

BARBARA WILSON

Phone

7173972835

Tax Period

2023-01-01 to 2023-12-31

PARTNERS WITH PURPOSE, founded in 2019, is a small nonprofit in the Human Services sector that reported $944K in total revenue in fiscal year 2023. Revenue surged 23589975% from the prior year, signaling strong growth momentum. The organization ran a surplus of $355K, a strong 38% operating margin.

Mission

PROMOTING THE DEVELOPMENT AND EXPANSION OF AFFORDABLE HOUSING FOR LOW INCOME FAMILIES IN THE GREATER LANCASTER COUNTY AREA

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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 $709,999

Program Service Revenue $0

Investment Income $988

Other Revenue $232,616

TOTAL REVENUE $943,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,012

Fundraising Expenses $0

Program Expenses $588,407

Other Expenses $414,395

TOTAL EXPENSES $588,407

Year-over-Year Comparison

	2023	2022	Change
Revenue	$943,603	$4	+235899.8%
Expenses	$588,407	$33,476	+16.6%
Net Income	$355,196	$-33,472	-11.6%

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
ADNAN PASIC	CHAIR	N/A	Officer	$0	$0	$0
MAXINE COOK	TREASURER	N/A	Officer	$0	$0	$0
BARBARA HUESKEN	SECRETARY	N/A	Officer	$0	$0	$0
HEIDI CASTILLO	MEMBER	N/A	Officer	$0	$0	$0
JOSE LOPEZ	MEMBER	N/A	Officer	$0	$0	$0
JIM SHULTZ	MEMBER	N/A	Officer	$0	$0	$0
BARBARA WILSON	EXECUTIVE DIRECTOR	N/A	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	$943,603	$588,407	$7,790,479	$355,196

PARTNERS WITH PURPOSE