PEG DIEHL FAMILY FOUNDATION (EIN 223722899) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

EDWARD DIEHL

Phone

6096022034

Tax Period

2023-01-01 to 2023-12-31

PEG DIEHL FAMILY FOUNDATION, founded in 2001, is a micro nonprofit in the Mental Health sector that reported $2K in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $541, a strong 24% operating margin.

Mission

PEG DIEHL FAMILY FOUNDATIONs PURPOSE IS TO PROVIDE FINANCIAL ASSISTANCE FOR SUBSTANCE ADUSE ADDICTION RECOVERY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $825

Program Service Revenue $0

Investment Income $1,363

Other Revenue $33

TOTAL REVENUE $2,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,680

Program Expenses $0

Other Expenses $1,680

TOTAL EXPENSES $1,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,221	$1,363	+0.6%
Expenses	$1,680	$1,680	N/A
Net Income	$541	$-317	-2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MARK DUNN	CHAIRPERSON	5.00	Director	$0	$0	$0
MICHAEL CUDEMO	CHAIRPERSON	5.00	Director	$0	$0	$0
KATHLEEN L ULRICH	SEC./TRES.	5.00	Director	$0	$0	$0
DEMETRICA TODD-RUIZ ESQ	DIRECTOR	5.00	Director	$0	$0	$0
HARRY VANDERSLICE	CHAIRPERSON	5.00	Director	$0	$0	$0
JANET KELLY	DIRECTOR	5.00	Director	$0	$0	$0
EDWARD M DIEHL	PRESIDENT	5.00	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	No data	No data	No data	No data
2023	$2,221	$1,680	$126,879	$541
2022	$1,363	$1,680	$126,338	$-317
2021	$6,316	$1,680	$126,655	$4,636
2020	$84,786	$4,086	$122,019	$80,700
2019	$96,798	$414,023	$41,319	$-317,225
2018	$228,287	$101,895	$358,543	$126,392

PEG DIEHL FAMILY FOUNDATION