MID PENINSULA SEVEN TREES INC (EIN 770222294) - 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

1989

Legal Domicile

Principal Officer

MATTHEW O FRANKLIN

Phone

6503562900

Tax Period

2024-01-01 to 2024-12-31

MID PENINSULA SEVEN TREES INC, founded in 1989, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2024.

Mission

IN CONJUCTION WITH RELATED ORGANIZATIONS, MID-PENINSULA SEVEN TREES INC'S MISSION IS TO PROVIDE SAFE, AFFORDABLE HOUSING OF HIGH QUALITY TO THOSE IN NEED; TO ESTABLISH STABILITY AND OPPORTUNITY IN THE LIVES OF RESIDENTS; AND TO FOSTER DIVERSE COMMUNITES THAT ALLOW PEOPLE FROM ALL ETHIC, SOCIAL AND ECONOMIC BACKGROUNDS TO LIVE IN DIGNITY, HARMONY AND MUTUAL RESPECT.

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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 $613,417

Program Service Revenue $1,713,743

Investment Income $63,563

Other Revenue $0

TOTAL REVENUE $2,390,723

Expense Breakdown

Grants Paid $361,000

Salaries & Benefits $319,521

Fundraising Expenses $0

Program Expenses $2,212,088

Other Expenses $1,667,764

TOTAL EXPENSES $2,348,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,390,723	$2,296,500	+0.0%
Expenses	$2,348,285	$6,431,113	-0.6%
Net Income	$42,438	$-4,134,613	-1.0%

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

$3,571,873

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC HARRISON	CHAIRPERSON	0.20	Officer Director	$0	$0	$0
JESSICA GARCIA-KOHL	VICE CHAIRPERSON	0.20	Officer Director	$0	$0	$0
ENRIQUE TORRES	TREASURER	0.20	Officer Director	$0	$0	$0
JENNIFER MARTINEZ	SECRETARY	0.20	Officer Director	$0	$0	$0
TERRY FREEMAN	DIRECTOR	0.20	Director	$0	$0	$0
RENEE MCDONNELL	DIRECTOR	0.20	Director	$0	$0	$0
MELANIE MOCK	DIRECTOR	0.20	Director	$0	$0	$0
ELISA DE LAET JAGERSON	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER HICKS	DIRECTOR	0.20	Director	$0	$0	$0
FAY SIEN GOON	DIRECTOR	0.20	Director	$0	$0	$0
CHAN U LEE	DIRECTOR	0.20	Director	$0	$0	$0
STEPHANIE SONNENSHINE	DIRECTOR	0.20	Director	$0	$0	$0
YUSEF FREEMAN	DIRECTOR	0.20	Director	$0	$0	$0
JONATHAN FEARN	DIRECTOR	0.20	Director	$0	$0	$0
MATTHEW O FRANKLIN	CEO/PRESIDENT/ASST. SECRET	0.50	Officer	$0	$72,431	$716,168
MICHAEL J VERGURA	CFO / ASSISTANT SECRETARY	0.50	Officer	$0	$77,467	$550,709
JANINE LIND	COO / ASSISTANT SECRETARY	1.00	Officer	$0	$9,883	$308,244
ANN GOGGINS GREGORY	COO / ASSISTANT SECRETARY	1.00	Officer	$0	$37,560	$381,003
LANCE SMITH	VP/CORPORATE COUNSEL & BROKER/ ASST.	0.00	Officer	$0	$64,680	$375,051
ABIGAIL GOLDWARE POTLURI	ASSISTANT SECRETARY	0.00	Officer	$0	$56,916	$386,944
KASEY ARCHEY	ASSISTANT SECRETARY	0.00	Officer	$0	$25,464	$457,923
JOANNA L CARMAN	ASSISTANT SECRETARY	0.00	Officer	$0	$46,342	$395,831

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	$2,390,723	$2,348,285	$10,194,130	$42,438
2023	$2,296,500	$6,431,113	$10,543,246	$-4,134,613
2022	$2,189,414	$2,432,414	$14,907,600	$-243,000
2021	$2,193,833	$1,878,301	$15,481,127	$315,532
2020	$7,231,479	$1,888,952	$15,762,799	$5,342,527
2019	$1,926,395	$1,785,729	$11,384,630	$140,666
2018	$2,718,336	$2,119,890	$10,982,764	$598,446

MID PENINSULA SEVEN TREES INC