ZION INSTITUTE (EIN 830370609) - 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

2003

Legal Domicile

Principal Officer

SHAWN PEARSON

Phone

6022324910

Tax Period

2024-01-01 to 2024-12-31

ZION INSTITUTE, founded in 2003, is a small nonprofit in the Human Services sector that reported $669K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $771K exceeded revenue, resulting in a 15% operating deficit.

Mission

ZION'S MOST SIGNIFICANT ACTIVITIES INCLUDE EARLY CHILDHOOD EDUCATION PROGRAMS, INTEGRATED HEALTH SERVICES, FAMILY PRESERVATION SERVICES, AND FOSTER CARE PROVIDER LICENSING. IT IS OUR ENDEAVOR TO BUILD HEALTHY CHILDREN, FAMILIES AND COMMUNITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $167,490

Program Service Revenue $499,205

Investment Income $40

Other Revenue $2,681

TOTAL REVENUE $669,416

Expense Breakdown

Grants Paid $835

Salaries & Benefits $212,107

Fundraising Expenses $0

Program Expenses $670,664

Other Expenses $558,258

TOTAL EXPENSES $771,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$669,416	$1,704,335	-0.6%
Expenses	$771,200	$1,591,591	-0.5%
Net Income	$-101,784	$112,744	-1.9%

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

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

$69,363

Total Directors

$69,363

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN PEARSON	CEO	40.00	Officer Director	$69,363	$0	$69,363
GABRIEL CAMPOS	SECRETARY	2.00	Officer Director	$0	$0	$0
JQUANE HILL	DIRECTOR	2.00	Director	$0	$0	$0
NAVARRO WHITAKER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
RICHARD WILLIAMS	TREASURER	2.00	Officer 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
2024	$669,416	$771,200	$968,402	$-101,784
2023	$1,704,335	$1,591,591	$1,309,668	$112,744
2022	$2,627,465	$2,784,010	$494,925	$-156,545
2021	$1,576,638	$1,294,774	$329,925	$281,864
2020	$444,270	$521,562	$114,774	$-77,292
2019	$323,134	$448,827	$20	$-125,693

ZION INSTITUTE