THE PENINSULA COMMUNITY FOUNDATION (EIN 010554374) - 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

2001

Legal Domicile

Principal Officer

GEORGE SEARLE

Phone

7048967080

Tax Period

2024-01-01 to 2024-12-31

THE PENINSULA COMMUNITY FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $546K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum.

Mission

ORGANIZATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC AND RELIGIOUS PURPOSES DONATING FUNDS TO OTHER CHARITABLE ORGANIZATIONS IN THE COMMUNITY.

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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 $525,634

Program Service Revenue $0

Investment Income $5,185

Other Revenue $15,287

TOTAL REVENUE $546,106

Expense Breakdown

Grants Paid $546,720

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $564,754

Other Expenses $18,034

TOTAL EXPENSES $564,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$546,106	$359,397	+0.5%
Expenses	$564,754	$320,931	+0.8%
Net Income	$-18,648	$38,466	-1.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON BRUCE	TREASURER	3.00	Officer Director	$0	$0	$0
SUSAN HARTMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
GEORGE SEARLE	PRESIDENT	4.00	Officer Director	$0	$0	$0
MOLLY STOKAS	VICE PRESIDE	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	$546,106	$564,754	$281,705	$-18,648
2023	$359,397	$320,931	$294,829	$38,466
2022	$297,582	$240,744	$256,180	$56,838
2021	$213,894	$220,717	$199,342	$-6,823
2020	$133,165	$178,480	$208,936	$-45,315
2019	$197,672	$170,226	$264,100	$27,446
2018	$192,590	$111,348	$232,599	$81,242

THE PENINSULA COMMUNITY FOUNDATION