SQUARE PEG FOUNDATION

EIN: 201253820 501(c)(3) Health Care

Half Moon Bay, CA

Total Revenue
$1,061,108
Total Expenses
$876,037
Total Assets
$455,619
Net Assets
$455,619
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
CA
Principal Officer
Joell Dunlap
Phone
6504405064
Tax Period
2023-07-01 to 2024-06-30

SQUARE PEG FOUNDATION, founded in 2004, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $185K, a strong 17% operating margin.

Mission

Square Peg Foundation has two clear missions: To rescue, retrain and re-home horses who needed another chance at life and to teach children who know what it is like to be a Square Peg to turn "I wish" into "I can."

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $315,983
Program Service Revenue $769,236
Investment Income $0
Other Revenue $-24,111
TOTAL REVENUE $1,061,108

Expense Breakdown

Grants Paid $0
Salaries & Benefits $571,346
Fundraising Expenses $33,812
Program Expenses $683,891
Other Expenses $304,691
TOTAL EXPENSES $876,037

Year-over-Year Comparison

2023 2022 Change
Revenue $1,061,108 $1,014,358 +0.0%
Expenses $876,037 $1,017,695 -0.1%
Net Income $185,071 $-3,337 -56.5%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
4
Employees
10
Volunteers
20

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
1
$0
Total Directors
5
$140,000
Key Employees
1
$140,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Joell Dunlap Executive Director 50
Director Key Emp Highest
$140,000 $0 $140,000
Darius Dunlap Board President 8
Officer Director
$0 $0 $0
Kathleen Burke Secretary 3
Director
$0 $0 $0
Don De Franco Board Member 2
Director
$0 $0 $0
Robyn Schiller Board Member 2
Director
$0 $0 $0
Rachel Meyer Board Member 2
$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
2025 No data No data No data No data
2024 $1,061,108 $876,037 $455,619 $185,071
2023 $1,014,358 $1,017,695 $270,548 $-3,337
2022 $851,240 $859,359 $303,844 $-8,119
2021 $726,368 $661,718 $292,071 $64,650
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