PETERSON FOUNDATION FOR PARKINSONS (EIN 264144151) - 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

2009

Legal Domicile

Principal Officer

BRENT PETERSON

Phone

6152920159

Tax Period

2023-01-01 to 2023-12-31

PETERSON FOUNDATION FOR PARKINSONS, founded in 2009, is a small nonprofit in the Diseases & Disorders sector that reported $247K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $92K, a strong 37% operating margin.

Mission

TO EDUCATE AND RAISE AWARENESS OF THE DEVASTATING EFFECTS OF PARKINSON'S DISEASE.

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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 $63,012

Program Service Revenue $55,284

Investment Income $8,650

Other Revenue $119,608

TOTAL REVENUE $246,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,937

Other Expenses $154,415

TOTAL EXPENSES $154,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$246,554	$331,391	-0.3%
Expenses	$154,415	$135,309	+0.1%
Net Income	$92,139	$196,082	-0.5%

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

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
TAMI PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
TOM DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
PETER KOPCSAK	DIRECTOR	1.00	Director	$0	$0	$0
GAVENN ROSS	DIRECTOR	1.00	Director	$0	$0	$0
RAMONA ROSS	DIRECTOR	1.00	Director	$0	$0	$0
GAIL TORRENCE	DIRECTOR	1.00	Director	$0	$0	$0
JIM AUER	DIRECTOR	1.00	Director	$0	$0	$0
JASON HILL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
EVA MARX	DIRECTOR	1.00	Director	$0	$0	$0
DIANE SACKS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS STOUT	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN PETERSON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
LYNN ELLSWORTH	ADVISORY BOARD	1.00	Director	$0	$0	$0
JOHN OVERMYER	ADVISORY BOARD	1.00	Director	$0	$0	$0
BRENT PETERSON	BOARD CHAIR AND DIRECTOR	4.00	Officer	$0	$0	$0
JAY LOWENTHAL	SECRETARY/TREASURER	2.00	Officer	$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	$246,554	$154,415	$680,326	$92,139
2022	$331,391	$135,309	$588,187	$196,082
2021	$208,261	$139,178	$392,105	$69,083
2019	$313,914	$142,743	$284,393	$171,171

PETERSON FOUNDATION FOR PARKINSONS