THE PETERSON FAMILY FOUNDATION II INC (EIN 208351665) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

LAUREN E PETERSON

Phone

7036317541

Tax Period

2020-01-01 to 2020-12-31

THE PETERSON FAMILY FOUNDATION II INC, founded in 2007, is a community nonprofit in the Education sector that reported $8.0M in total revenue in fiscal year 2018. Revenue surged 347% from the prior year, signaling strong growth momentum. Expenses of $7.0M left a modest 12% surplus.

Mission

THE PETERSON FAMILY FOUNDATION II, INC. IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES TO SUPPORT EDUCATIONAL ORGANIZATIONS DESCRIBED UNDER SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE. THE FOUNDATION'S MAIN FOCUS IS THE SUPPORT OF FOUR EDUCATIONAL FACILITIES: GEORGE MASON UNIVERSITY, MIDDLEBURY COLLEGE, ST. STEPHEN'S & ST. AGNES SCHOOL AND FLINT HILL SCHOOL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $5,695,000

Program Service Revenue $0

Investment Income $979

Other Revenue $0

TOTAL REVENUE $5,695,979

Expense Breakdown

Grants Paid $8,045,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,045,000

Other Expenses $6

TOTAL EXPENSES $8,045,006

Year-over-Year Comparison

	2020	2019	Change
Revenue	$5,695,979	$1,294,876	+3.4%
Expenses	$8,045,006	$264,116	+29.5%
Net Income	$-2,349,027	$1,030,760	-3.3%

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	Role	Reportable Comp	Other Comp	Total
CAROLYN S PETERSON	SECRETARY	Officer Director	$0	$0	$0
JON M PETERSON	TREASURER	Officer Director	$0	$0	$0
LAUREN E PETERSON	PRESIDENT	Officer Director	$0	$0	$0
OTIS D COSTON	DIRECTOR	Director	$0	$0	$0
RITA MEYER	DIRECTOR	Director	$0	$0	$0
MIKE SCHOENFELD	DIRECTOR	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
2020	$5,695,979	$8,045,006	$86,517	$-2,349,027
2019	$1,294,876	$264,116	$2,435,544	$1,030,760
2018	$7,950,063	$6,971,179	$1,574,552	$978,884

THE PETERSON FAMILY FOUNDATION II INC