THE PENINSULA ALLIANCE (EIN 831000688) - 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

2018

Legal Domicile

Principal Officer

JAMES MUSGROVE

Phone

6197884208

Tax Period

2024-09-01 to 2025-08-31

THE PENINSULA ALLIANCE, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $443K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT AND IMPROVE THE QUALITY OF LIFE THROUGH COLLABORATION WITH COMMUNITY ORGANIZATIONS ON PROJECTS AND EVENTS IN THE SAN DIEGO PENINSULA AND THE SURROUNDING REGION.

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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 $21,306

Program Service Revenue $421,696

Investment Income $0

Other Revenue $0

TOTAL REVENUE $443,002

Expense Breakdown

Grants Paid $28,842

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $442,637

Other Expenses $418,948

TOTAL EXPENSES $447,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,002	$369,004	+0.2%
Expenses	$447,790	$362,463	+0.2%
Net Income	$-4,788	$6,541	-1.7%

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
JAMES MUSGROVE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM MUSGROVE	SECRETARY	1.00	Officer Director	$0	$0	$0
MEL ROARK	BOARD MEMBER	1.00	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
2025	$443,002	$447,790	$21,048	$-4,788
2024	$369,004	$362,463	$25,836	$6,541
2023	$287,701	$276,571	$19,295	$11,130
2022	$432,012	$424,655	$8,165	$7,357
2020	$274,013	$270,465	$9,638	$3,548
2019	$278,753	$275,891	$5,590	$2,862

THE PENINSULA ALLIANCE