PROJECT PERRY INC (EIN 200755481) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

MATTHEW SMITH

Phone

5409670447

Tax Period

2023-01-01 to 2023-12-31

PROJECT PERRY INC, founded in 2004, is a small nonprofit in the Animal-Related sector that reported $423K in total revenue in fiscal year 2018. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $168K, a strong 40% operating margin.

Mission

TO PROVIDE SANCTUARY FOR EXOTIC BIRDS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $270,192

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $270,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,872

Fundraising Expenses $2,297

Program Expenses $271,793

Other Expenses $226,887

TOTAL EXPENSES $319,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$270,192	$249,166	+0.1%
Expenses	$319,759	$352,582	-0.1%
Net Income	$-49,567	$-103,416	-0.5%

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

$10,988

Total Directors

$42,188

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE SCHWARTZER	CO-DIRECTOR	40.00	Director	$31,200	$0	$31,200
MATTHEW SMITH	EXECUTIVE DI	60.00	Officer Director	$10,988	$0	$10,988
GREG COSTANZO	DIRECTOR	10.00	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	$270,192	$319,759	$962,618	$-49,567
2022	$249,166	$352,582	$1,012,185	$-103,416
2021	$426,066	$318,619	$1,115,601	$107,447
2020	$308,860	$299,884	$1,008,154	$8,976
2019	$465,665	$301,369	$999,178	$164,296
2018	$423,175	$255,642	$834,882	$167,533

PROJECT PERRY INC