PETER'S PLACE (EIN 233062819) - 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

2000

Legal Domicile

Principal Officer

STEPHANIE LIM CAPELLO

Phone

6106875150

Tax Period

2024-07-01 to 2025-06-30

PETER'S PLACE, founded in 2000, is a small nonprofit in the Youth Development sector that reported $855K in total revenue in fiscal year 2024. Expenses of $1.1M exceeded revenue, resulting in a 26% operating deficit.

Mission

THE MISSION OF PETER'S PLACE IS TO PROVIDE SAFE A SUPPORTIVE ENVIRONMENTS FOR GRIEVING CHILDREN AND FAMILIES AND TO ACT AS A COMMUNITY RESOURCE TO FOSTER UNDERSTANDING OF THE EFFECTS OF DEATH AND GRIEF.

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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 $810,517

Program Service Revenue $0

Investment Income $30,037

Other Revenue $14,833

TOTAL REVENUE $855,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $867,488

Fundraising Expenses $142,763

Program Expenses $819,412

Other Expenses $212,228

TOTAL EXPENSES $1,079,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$855,387	$895,165	0.0%
Expenses	$1,079,716	$1,030,864	+0.0%
Net Income	$-224,329	$-135,699	+0.7%

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

Volunteers

102

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

$192,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES G STAPLES	CHAIR	2.00	Officer Director	$0	$0	$0
ANNE WILMERDING	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BRADFORD PAUL	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL S JACKSON ESQ	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRIS CIATTO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAWN HARRELL-CROWDER ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHERINE FRIES LCSW	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISSY HELMIG CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
CHANDLER HOOPES	BOARD MEMBER	1.00	Director	$0	$0	$0
CELESTE JOHNSON MSS LCSW PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
LARA KRAWCHUK MSW LCSW MPH	BOARD MEMBER	1.00	Director	$0	$0	$0
LEASHIA LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL LLOYD ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY KATE LO CONTE	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS B MCCABE IV	BOARD MEMBER	1.00	Director	$0	$0	$0
EILEEN MYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL L SPEAR MD MSEDL	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN J TORBECK	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE LIM CAPELLO	EXECUTIVE DI	40.00	Officer	$186,316	$5,739	$192,055

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	$855,387	$1,079,716	$1,828,388	$-224,329
2024	$895,165	$1,030,864	$2,041,474	$-135,699
2023	$699,232	$1,014,383	$2,147,181	$-315,151
2022	$1,188,701	$909,647	$2,455,414	$279,054
2021	$900,421	$710,570	$2,159,942	$189,851

PETER'S PLACE