BRUCE PEARL FAMILY FOUNDATION (EIN 472889652) - 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

2015

Legal Domicile

Principal Officer

BRUCE PEARL

Phone

3347506064

Tax Period

2023-01-01 to 2023-12-31

BRUCE PEARL FAMILY FOUNDATION, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $232K in total revenue in fiscal year 2018. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $214K left a modest 7% surplus.

Mission

TO PROVIDE SUPPORT TO CHILDREN AND FAMILIES FACING CHALLENGING AND LIFE ALTERING ILLNESSES.

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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 $527,471

Program Service Revenue $0

Investment Income $3,337

Other Revenue $-30,389

TOTAL REVENUE $500,419

Expense Breakdown

Grants Paid $509,300

Salaries & Benefits $0

Fundraising Expenses $74,418

Program Expenses $513,780

Other Expenses $107,155

TOTAL EXPENSES $616,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$500,419	$387,668	+0.3%
Expenses	$616,455	$480,738	+0.3%
Net Income	$-116,036	$-93,070	+0.2%

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

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE PEARL	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRANDY PEARL	SECRETARY	1.00	Officer Director	$0	$0	$0
BRANDT MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY RANE	DIRECTOR	1.00	Director	$0	$0	$0
RICK GIECEK	DIRECTOR	1.00	Director	$0	$0	$0
JOHNNY KINCEY	DIRECTOR	1.00	Director	$5,000	$0	$5,000

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	$500,419	$616,455	$180,501	$-116,036
2022	$387,668	$480,738	$296,537	$-93,070
2021	$495,582	$478,015	$389,607	$17,567
2020	$441,570	$188,101	$372,040	$253,469
2019	$281,547	$257,225	$118,571	$24,322
2018	$231,507	$214,172	$94,249	$17,335

BRUCE PEARL FAMILY FOUNDATION