Old Mission Peninsula Education Foundation (EIN 813945685) - 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

2016

Legal Domicile

Principal Officer

Mary Peters

Phone

2316325030

Tax Period

2023-01-01 to 2023-12-31

Old Mission Peninsula Education Foundation, founded in 2016, is a small nonprofit in the Education sector that reported $111K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $52K, a strong 47% operating margin.

Mission

Supporting and enhancing quality educational programs on old mission peninsula

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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 $59,130

Program Service Revenue $0

Investment Income $0

Other Revenue $51,863

TOTAL REVENUE $110,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,200

Program Expenses $48,292

Other Expenses $59,061

TOTAL EXPENSES $59,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$110,993	$97,406	+0.1%
Expenses	$59,061	$46,935	+0.3%
Net Income	$51,932	$50,471	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christopher Radu	President	12.00	Officer	$0	$0	$0
David Knapp	Vice President	3.00	Officer	$0	$0	$0
Mary Peters	Treasurer	5.00	Officer	$0	$0	$0
Zachary Yaklin	Member	4.00	Officer	$0	$0	$0
Erin Hafeli	Member	6.00	Officer	$0	$0	$0
Peter Zinn	Member	2.00	Officer	$0	$0	$0
Rachel Moger	Member	4.00	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	$110,993	$59,061	$1,210,492	$51,932
2022	$97,406	$46,935	$1,158,560	$50,471
2021	$116,216	$59,710	$1,108,089	$56,506
2020	$102,939	$82,742	$1,098,873	$20,197
2019	$139,317	$343,502	$1,177,856	$-204,185
2018	$418,890	$764,062	$1,238,680	$-345,172

Old Mission Peninsula Education Foundation