TOM PERNICE JR CHARITIES INC (EIN 205854169) - 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

2006

Legal Domicile

Principal Officer

Tom Pernice Jr

Phone

9519706427

Tax Period

2019-01-01 to 2019-12-31

TOM PERNICE JR CHARITIES INC, founded in 2006, is a small nonprofit that reported $135K in total revenue in fiscal year 2019. Revenue surged 348% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 54% operating margin.

Mission

To give financial assistance to organizations that have impacted the Pernice family, namely the Iowa Institute for Vision Research, the Unforgettables Foundation and the First Tee of Inland Empire.

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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 (2019)

Revenue Breakdown

Contributions & Grants $21,500

Program Service Revenue $0

Investment Income $19

Other Revenue $113,641

TOTAL REVENUE $135,160

Expense Breakdown

Grants Paid $51,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,500

Other Expenses $0

TOTAL EXPENSES $61,500

Year-over-Year Comparison

	2019	2018	Change
Revenue	$135,160	$30,181	+3.5%
Expenses	$61,500	$65,000	-0.1%
Net Income	$73,660	$-34,819	-3.1%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

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
Tom Pernice Jr	President/Director	10	Director	$0	$0	$0
Jerry J Rellihan	Vice President/Director	0	Director	$0	$0	$0
Steve Spencer	Secretary Treasurer/Director	0	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
2019	$135,160	$61,500	$109,985	$73,660

TOM PERNICE JR CHARITIES INC