Peak Vista Community Health Ctrs Foundation (EIN 203640104) - 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

2006

Legal Domicile

Principal Officer

ROBERT BOOK

Phone

7193446188

Tax Period

2023-01-01 to 2023-12-31

Peak Vista Community Health Ctrs Foundation, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $39K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $23K, a strong 59% operating margin.

Mission

TO SUSTAIN EXCEPTIONAL HEALTHCARE FOR PEOPLE FACING ACCESS BARRIERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $38,986

Other Revenue $0

TOTAL REVENUE $38,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $15,876

TOTAL EXPENSES $15,876

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,986	$48,745	-0.2%
Expenses	$15,876	$23,039	-0.3%
Net Income	$23,110	$25,706	-0.1%

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

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
Robert Bob L Book	Board Chairperson	1.0	Officer Director	$0	$0	$0
Santiago Bob Duran	Board Member at Large	1.0	Director	$0	$0	$0
Peter Speiser	Board Treasurer	1.0	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	No data	No data	No data	No data
2023	$38,986	$15,876	$2,134,425	$23,110
2022	$48,745	$23,039	$1,823,487	$25,706
2021	$49,232	$16,729	$2,277,994	$32,503
2020	$39,251	$12,932	$2,073,185	$26,319
2019	$25,989	$25,000	$1,858,255	$989
2018	$28,342	No data	$1,605,395	No data

Peak Vista Community Health Ctrs Foundation