PeakMD INSTITUTE (EIN 821125926) - 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

ALEXANDER ROBERTSON

Phone

6195180925

Tax Period

2021-01-01 to 2021-12-31

PeakMD INSTITUTE, founded in 2017, is a micro nonprofit that reported $5K in total revenue in fiscal year 2021. The organization ran a surplus of $4K, a strong 84% operating margin.

Mission

or Most Significant Activities. This Corporation is a nonprofit public benefit corporation and is not organized for the private gain of any person.It is organized under the Nonprofit Public Benefit Corporation Law for charitable and public purposes.

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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 (2021)

Revenue Breakdown

Contributions & Grants $5,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $805

TOTAL EXPENSES $805

Year-over-Year Comparison

	2021	2020	Change
Revenue	$5,000	N/A	N/A
Expenses	$805	$2,364	-0.7%
Net Income	$4,195	$-2,364	-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

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
MICHAEL KINKELAAR	Secretary	1.00	Officer Director	$0	$0	$0
ALEXANDER ROBERTSON	Chairman	1.00	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
2021	$5,000	$805	$3,408	$4,195
2020	No data	$2,364	$1,213	No data
2019	$33,850	$40,000	$3,577	$-6,150
2018	$110,000	$152,126	$9,727	$-42,126
2017	$135,108	$106,780	$28,328	$28,328

PeakMD INSTITUTE