The Pearl Project Inc

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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

2018

Legal Domicile

Principal Officer

Joy Zedler

Phone

3524055005

Tax Period

2023-07-01 to 2024-06-30

The Pearl Project Inc, founded in 2018, is a small nonprofit in the Human Services sector that reported $460K in total revenue in fiscal year 2023. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $140K, a strong 30% operating margin.

Mission

Provide trauma-informed education, support for foster/adoptive caregivers and professionals.

Program Service Accomplishments

Program 1

Expenses: $240,082 Revenue: $0

Trust-based relational intervention trainings for 1,326 caregivers and professionals, support groups for 150 adoptive and foster parents, therapeutic services for 88 individuals, dolphin retreat for 26 foster and adoptive mothers. Annual Hope Family Camp for 29 foster/adoptive children and 12 caregivers. Circle of security classes for 36 biological caregivers working toward reunification.

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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 $386,257

Program Service Revenue $71,115

Investment Income $126

Other Revenue $2,573

TOTAL REVENUE $460,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,402

Fundraising Expenses $43,084

Program Expenses $240,082

Other Expenses $129,639

TOTAL EXPENSES $320,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$460,071	$231,455	+1.0%
Expenses	$320,041	$184,419	+0.7%
Net Income	$140,030	$47,036	+2.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shannon Schaeffer	President	2.00	Officer Director	$0	$0	$0
Scot Quintel	Vice President	2.00	Officer Director	$0	$0	$0
Angela Norton	Treasurer	2.00	Officer Director	$0	$0	$0
Stephanie Martin	Secretary	2.00	Officer Director	$0	$0	$0
Ingrid Wasserfall	Director	2.00	Director	$0	$0	$0
George Day	Director	2.00	Director	$0	$0	$0
Joy Zedler	Executive Director	40.00	Highest	$58,206	$0	$58,206

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	$460,071	$320,041	$297,466	$140,030
2023	$231,455	$184,419	$138,179	$47,036
2022	$181,988	$124,585	$91,143	$57,403