PROJECT SUCCESS (EIN 411837278) - 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

1994

Legal Domicile

Principal Officer

ADRIENNE DIERCKS

Phone

6128741777

Tax Period

2023-07-01 to 2024-06-30

PROJECT SUCCESS, founded in 1994, is a mid-sized nonprofit in the Education sector that reported $11.8M in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.4M, a strong 46% operating margin.

Mission

PROJECT SUCCESS IS WHERE STUDENTS CONNECT WITH THEIR PURPOSE. SEE SCHEDULE O.

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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 $10,760,717

Program Service Revenue $624,458

Investment Income $365,051

Other Revenue $0

TOTAL REVENUE $11,750,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,398,722

Fundraising Expenses $810,263

Program Expenses $4,744,789

Other Expenses $2,968,614

TOTAL EXPENSES $6,367,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,750,226	$7,502,942	+0.6%
Expenses	$6,367,336	$5,395,701	+0.2%
Net Income	$5,382,890	$2,107,241	+1.6%

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

Volunteers

150

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

$204,652

Total Directors

$204,652

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADRIENNE DIERCKS	EXECUTIVE DIRECTOR	50.00	Officer Director	$204,652	$0	$204,652
SHANA MOSES	CHAIR	1.00	Officer Director	$0	$0	$0
CHERYL CREECY	SECRETARY	1.00	Officer Director	$0	$0	$0
ELISE LINEHAN	DIRECTOR	2.00	Director	$0	$0	$0
TODD MACGREGOR	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES MONTREUIL	DIRECTOR	2.00	Director	$0	$0	$0
JULIE ZELLE	DIRECTOR	1.00	Director	$0	$0	$0
JODY RODRIGUES	DIRECTOR	5.00	Director	$0	$0	$0
RYAN HAGEDORN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BEST	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DR RONALD A MORTON	DIRECTOR	1.00	Director	$0	$0	$0
MOIRA GROSBARD	DIRECTOR	1.00	Director	$0	$0	$0
PETER PRUDDEN	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE ZINK	DIRECTOR	1.00	Director	$0	$0	$0
AGNES SEMINGTON	DIRECTOR	1.00	Director	$0	$0	$0
ISSARA SRUN	DIRECTOR	1.00	Director	$0	$0	$0
BETSY HORTON	TREASURER	1.00	Officer Director	$0	$0	$0
SABINA SAKSENA	DIRECTOR	1.00	Director	$0	$0	$0
SHIZ KOIZUMI	DIRECTOR	1.00	Director	$0	$0	$0
ERTUGRUL TUZCU	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW DREIER	EMPLOYEE	1.00	Highest	$123,794	$0	$123,794
LAURA GARCIA	EMPLOYEE	1.00	Highest	$119,857	$0	$119,857
EMILY HEAGLE	EMPLOYEE	1.00	Highest	$102,757	$0	$102,757
CAITLIN MENSING	EMPLOYEE	1.00	Highest	$104,044	$0	$104,044

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
2025	No data	No data	No data	No data
2024	$11,750,226	$6,367,336	$16,953,425	$5,382,890
2023	$7,502,942	$5,395,701	$11,511,151	$2,107,241
2022	$4,323,696	$4,391,849	$9,553,286	$-68,153
2021	$6,027,889	$3,425,891	$10,284,942	$2,601,998
2020	$4,141,832	$4,285,636	$2,968,882	$-143,804
2019	$5,491,886	$5,468,682	$2,813,100	$23,204

PROJECT SUCCESS