PENINSULA FUND (EIN 822145075) - 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

Phone

5173749100

Tax Period

2020-01-01 to 2020-12-31

PENINSULA FUND, founded in 2017, is a small nonprofit that reported $757K in total revenue in fiscal year 2020. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

To operate exclusively to promote civic action and social welfare by promoting the common good and general welfare of Michigan residents and visitors; to support public policies on the federal, state, and local levels that bring about civic betterments and social improvements to Michigan residents.

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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 $753,482

Program Service Revenue $0

Investment Income $0

Other Revenue $3,234

TOTAL REVENUE $756,716

Expense Breakdown

Grants Paid $120,726

Salaries & Benefits $0

Fundraising Expenses $162,328

Program Expenses $584,481

Other Expenses $530,355

TOTAL EXPENSES $802,649

Year-over-Year Comparison

	2020	2019	Change
Revenue	$756,716	$553,852	+0.4%
Expenses	$802,649	$695,268	+0.2%
Net Income	$-45,933	$-141,416	-0.7%

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
Becky Boyce	President	1.00	Officer Director	$0	$0	$0
Lindsay Anderson	Secretary/Treas	1.00	Officer Director	$0	$0	$0
Cameron Cavitt	Vice President	1.00	Officer Director	$0	$0	$0
Renae Moore	Asst. Treasurer	1.00	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
2020	$756,716	$802,649	$122,740	$-45,933

PENINSULA FUND