Civic Intelligence

The Pearl Fund

990EZ • Fiscal year 2024 • EIN 93-0885278

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

PO Box 2521Portland, OR 97208

(503) 936-9308

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-13%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$191,116

Down $28,438 (-13%) from 2023

Net Assets

Down

$191,116

Down $28,438 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$52,561

Up $6,738 (+15%) from 2023

Expenses

Down

$38,811

Down $10,845 (-22%) from 2023

Net Income

Up

$13,750

Up $17,583 (+459%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2014: $109,950Liabilities 2014: $02014Assets 2015: $124,148Liabilities 2015: $5002015Assets 2016: $97,142Liabilities 2016: $720Net Assets 2016: $96,4222016Assets 2017: $116,062Liabilities 2017: $0Net Assets 2017: $116,0622017Assets 2018: $121,711Liabilities 2018: $1532018Assets 2019: $192,266Liabilities 2019: $3322019Assets 2020: $179,867Liabilities 2020: $6442020Assets 2021: $153,172Liabilities 2021: $4442021Assets 2022: $223,387Liabilities 2022: $0Net Assets 2022: $223,3872022Assets 2023: $219,554Liabilities 2023: $0Net Assets 2023: $219,5542023Assets 2024: $191,116Liabilities 2024: $0Net Assets 2024: $191,1162024Assets 2025: $224,815Liabilities 2025: $0Net Assets 2025: $224,8152025

Highlighted filing

2024

Assets$191,116
Liabilities$0
Net Assets$191,116

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $60,273Expenses 2014: $30,837Net Income 2014: $29,4362014Revenue 2015: $55,489Expenses 2015: $41,791Net Income 2015: $13,6982015Revenue 2016: $31,212Expenses 2016: $58,438Net Income 2016: -$27,2262016Revenue 2017: $55,937Expenses 2017: $36,297Net Income 2017: $19,6402017Revenue 2018: $28,167Expenses 2018: $22,671Net Income 2018: $5,4962018Revenue 2019: $89,961Expenses 2019: $20,997Net Income 2019: $68,9642019Revenue 2020: $30,307Expenses 2020: $43,018Net Income 2020: -$12,7112020Revenue 2021: $20,998Expenses 2021: $47,038Net Income 2021: -$26,0402021Revenue 2022: $119,770Expenses 2022: $49,111Net Income 2022: $70,6592022Revenue 2023: $45,823Expenses 2023: $49,656Net Income 2023: -$3,8332023Revenue 2024: $52,561Expenses 2024: $38,811Net Income 2024: $13,7502024Revenue 2025: $76,943Expenses 2025: $43,244Net Income 2025: $33,6992025

Highlighted filing

2024

Revenue$52,561
Expenses$38,811
Net Income$13,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$68,696
Mission and Program Overview

Mission

The Pearl Fund supports the projects and programs of Rotary International. Its operations include educational, cultural exchange and Humanitarian programs. Operating support is derived primarily from donor contributions and fundraising activity by Portland Pearl Rotary Club.

The Pearl Fund supports the projects and programs of the Portland Pearl Rotary Club and Rotary International Its operations include peace and conflict preventionresolution disease prevention and treatment water and sanitation maternal and child health and education

Program Services

DescriptionGrantsExpenses
Youth Exchange program for one inbound and one outbound student for a school year to provide cultural enrichment and encourage peaceful cooperation$13,123-
Provide approximately 1100 meals to students and community members at the Native American Center NAYA$5,500-
Provide one meal per week at Transition Projects for approximately 80 men who are transitioning from homelessness to group housing$3,186-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tiffany SalzmanPearl Fund ChairPT$0--
Dawn SchneiderTreasurerPT$0--
David ScottSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$35,721$35,721$3,054$32,667
Event 2$0$0$0$0
Total Events$35,721$35,721$14,662$21,059
Filing and Contact Details

Filer

Filer Name
The Pearl Fund
EIN
93-0885278
Phone
5039369308
Address
PO BOX 2521, PORTLAND, OR 97208

Signing Officer

Name
Tiffany Salzman
Title
Chair
Phone
5038037301
Signed
2024-11-14
Supplemental Narrative

Additional Explanations

Schedule O:

Part 1, Line 10 $1000 to Boy Scouts of America Troop 69 $720 to provide dictionaries to low income third graders. $2500 to LEAP Wilderness Program for traumatized children. $5500 to NAYA to provide meals for Native American students and community members. $1000 to New Avenues for Youth to assist homeless youth. $3000 to Street Roots to assist low income persons avoid homelessness. $3186 to provide 1 meal/week for 80 men transitioning from homelessness at Transition Projects. $2400 for scholarships for 4 Kenyan youth. $1000 for job training for Kenyan teen mothers $1000 for job training for Kenyan older women $1200 for one young adult to attend Rotary Youth Leadership Academy $2000 for college scholarships. $13,123 for operating a youth exchange program for one inbound and one outbound student. Part 1.16 Other expenses $1162 includes supplies, licenses and fees and professional fees. Line 1.20 includes $1429 unrealized change in value, and minus $43,617 paid to Portland New Generations Rotary Club which was revenues received in past years for joint fundraisers which had been kept until this newly created Rotary Club was prepared to administer their nonprofit projects.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1, Line 10 $1000 to Boy Scouts of America Troop 69 $720 to provide dictionaries to low income third graders. $2500 to LEAP Wilderness Program for traumatized children. $5500 to NAYA to provide meals for Native American students and community members. $1000 to New Avenues for Youth to assist homeless youth. $3000 to Street Roots to assist low income persons avoid homelessness. $3186 to provide 1 meal/week for 80 men transitioning from homelessness at Transition Projects. $2400 for scholarships for 4 Kenyan youth. $1000 for job training for Kenyan teen mothers $1000 for job training for Kenyan older women $1200 for one young adult to attend Rotary Youth Leadership Academy $2000 for college scholarships. $13,123 for operating a youth exchange program for one inbound and one outbound student. Part 1.16 Other expenses $1162 includes supplies, licenses and fees and professional fees. Line 1.20 includes $1429 unrealized change in value, and minus $43,617 paid to Portland New Generations Rotary Club which was revenues received in past years for joint fundraisers which had been kept until this newly created Rotary Club was prepared to administer their nonprofit projects.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tiffany Salzman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum05038037301
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PEARL FUND
ReturnHeader/Filer/BusinessNameControlTxt0THEP
ReturnHeader/Filer/EIN0930885278
ReturnHeader/Filer/PhoneNum05039369308
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2521
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-11-14T23:00:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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