THE PENINSULA BALL FOUNDATION (EIN 342066006) - 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

ERIN TACY

Phone

6503226632

Tax Period

2024-10-01 to 2025-09-30

THE PENINSULA BALL FOUNDATION, founded in 2006, is a small nonprofit in the Human Services sector that reported $120K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $180K exceeded revenue, resulting in a 50% operating deficit.

Mission

TO RAISE FUNDS THROUGH AN ANNUAL BALL FOR ORGANIZATIONS WHOSE ACTIVITIES SUPPORT THE MENTAL, PHYSICAL AND EMOTIONAL WELL-BEING OF FAMLIES AND CHILDREN OF THE SAN FRANCISCO PENINSULA (SAN MATEO AND SANTA CLARA COUNTIES).

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $120,297

TOTAL REVENUE $120,297

Expense Breakdown

Grants Paid $180,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,000

Other Expenses $0

TOTAL EXPENSES $180,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,297	$98,475	+0.2%
Expenses	$180,000	$150,000	+0.2%
Net Income	$-59,703	$-51,525	+0.2%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
A UNDERWOOD	CO-CHAIR	60.00	Officer Director	$0	$0	$0
E TACY	TREASURER	60.00	Officer Director	$0	$0	$0
J BRESSIE	CO-CHAIR	60.00	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
2025	$120,297	$180,000	$229,941	$-59,703
2024	$98,475	$150,000	$289,644	$-51,525
2023	$200,430	$125,000	$341,169	$75,430
2022	$143,205	$125,000	$265,739	$18,205
2021	$116,198	$86,500	$247,534	$29,698
2020	$75,782	$135,706	$217,836	$-59,924
2019	$391,614	$199,374	$277,759	$192,240
2018	$171,913	$139,691	$247,401	$32,222

THE PENINSULA BALL FOUNDATION