Pearce Family Foundation (EIN 352485098) - 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

2013

Legal Domicile

Principal Officer

MEGHAN ALFONSO

Phone

6022643077

Tax Period

2022-01-01 to 2022-12-31

Pearce Family Foundation, founded in 2013, is a small nonprofit in the Human Services sector that reported $354K in total revenue in fiscal year 2022. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 20% operating margin.

Mission

THE PEARCE FAMILY FOUNDATION IS A PUBLIC 501 C3 NON-PROFIT CHARITY THAT EXISTS TO PROVIDE NEEDED FINANCIAL ASSISTANCE, MOBILIZE RESOURCES AND ENGAGE THE COMMUNITY TO SUPPORT FAMILIES WITH A CHILD FACING A CHRONIC OR LIFE-THREATENING ILLNESS. ALL PROCEEDS RAISED BENEFIT THE PEARCE FAMILY FOUNDATION'S MAIN INITIATIVE, ANGELS AROUND US OF AZ.

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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 $330,451

Program Service Revenue $0

Investment Income $0

Other Revenue $23,147

TOTAL REVENUE $353,598

Expense Breakdown

Grants Paid $22,199

Salaries & Benefits $181,113

Fundraising Expenses $78,569

Program Expenses $107,546

Other Expenses $78,469

TOTAL EXPENSES $281,781

Year-over-Year Comparison

	2022	2021	Change
Revenue	$353,598	$169,968	+1.1%
Expenses	$281,781	$174,754	+0.6%
Net Income	$71,817	$-4,786	-16.0%

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

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

$104,956

Total Directors

$65,417

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGHAN ALFONSO	CEO	40.00	Officer Director	$65,417	$0	$65,417
Megan Oleno	Foundation Mgr.	40.00	Officer	$39,539	$0	$39,539
Maria Cox	Treasurer	2.00	Director	$0	$0	$0
Barbara Merideth	Secretary	2.00	Director	$0	$0	$0
Eric Kaitz	Director	2.00	Director	$0	$0	$0
JIM SCHALLER	Director	2.00	Director	$0	$0	$0
COLE WOLFSWINKEL	Director	2.00	Director	$0	$0	$0
BRITTANY YEATON	Director	2.00	Director	$0	$0	$0
David Shapiro	Director	0.00	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
2022	$353,598	$281,781	$321,649	$71,817

Pearce Family Foundation