Peak Partnership (EIN 821020871) - 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

2017

Legal Domicile

Principal Officer

ANTHONY CARLSON

Phone

9407332695

Tax Period

2020-01-01 to 2020-12-31

Peak Partnership, founded in 2017, is a micro nonprofit in the Human Services sector that reported $76K in total revenue in fiscal year 2020. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $94K exceeded revenue, resulting in a 25% operating deficit.

Mission

Peak Partnership shall be operated for the promotion of social welfare by developing and advocating for legislation, regulations, and government programs.

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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 (2020)

Revenue Breakdown

Contributions & Grants $75,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $75,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,346

Fundraising Expenses $0

Program Expenses $93,871

Other Expenses $8,112

TOTAL EXPENSES $94,458

Year-over-Year Comparison

	2020	2019	Change
Revenue	$75,500	$149,099	-0.5%
Expenses	$94,458	$138,815	-0.3%
Net Income	$-18,958	$10,284	-2.8%

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

N/A

Employees

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

$80,000

Total Directors

$80,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony Carlson	Sole Director	10.0	Officer Director	$80,000	$0	$80,000

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
2020	$75,500	$94,458	$28,071	$-18,958
2019	$149,099	$138,815	$47,029	$10,284
2018	$274,401	$327,346	$36,787	$-52,945

Peak Partnership