THE PEARL FOUNDATION OF THE GREATER CLINTON AREA (EIN 872509430) - 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

2021

Legal Domicile

Principal Officer

JOEY SMITH

Phone

8652936367

Tax Period

2024-01-01 to 2024-12-31

THE PEARL FOUNDATION OF THE GREATER CLINTON AREA, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $228K in total revenue in fiscal year 2024. Expenses of $207K left a modest 9% surplus.

Mission

ENHANCE & PRESERVE THE HISTORIC DOWNTOWN CLINTON, TN AREA BY PROMOTING LOCAL BUSINESSES AND COMMUNITY DEVELOPMENT.

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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 $190,593

Program Service Revenue $37,753

Investment Income $0

Other Revenue $-816

TOTAL REVENUE $227,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,236

Fundraising Expenses $0

Program Expenses $105,311

Other Expenses $146,973

TOTAL EXPENSES $207,209

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,530	N/A	N/A
Expenses	$207,209	N/A	N/A
Net Income	$20,321	N/A	N/A

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

Total Directors

$55,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE BIRKBECK	PROGRAM DIRECT	40.00	Director	$55,650	$0	$55,650
JASON HAMMOCK	BOARD MEMBER	2.00	Director	$0	$0	$0
TAYLOR MARTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
TREY MCADAMS	TREASURER	2.00	Director	$0	$0	$0
JACKIE PATTON	BOARD MEMBER	2.00	Director	$0	$0	$0
LARRY GANN	BOARD MEMBER	2.00	Director	$0	$0	$0
ART MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE HEATHERLY	BOARD MEMBER	2.00	Director	$0	$0	$0
AMBER PRICE	BOARD MEMBER	2.00	Director	$0	$0	$0
TAYLOR CULLISTON	BOARD MEMBER	2.00	Director	$0	$0	$0
TODD TEMPLE	BOARD MEMBER	2.00	Director	$0	$0	$0
ROGER HOUCK	BOARD MEMBER	2.00	Director	$0	$0	$0
MELISSA EINWECHTER	Secretary	2.00	Director	$0	$0	$0
STEPHANIE WELLS	BOARD MEMBER	2.00	Director	$0	$0	$0
MOLLIE FARRAR	Vice Chairman	5.00	Officer	$0	$0	$0
JOEY SMITH	Chairman	5.00	Officer	$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	$227,530	$207,209	$75,881	$20,321

THE PEARL FOUNDATION OF THE GREATER CLINTON AREA