PEORIA PLACE

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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

2000

Legal Domicile

Principal Officer

SHELLY MARQUEZ

Phone

3038303300

Tax Period

2023-01-01 to 2023-12-31

PEORIA PLACE, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $174K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 19% operating margin.

Mission

PROVIDE HOUSING AND SERVICES TO LOW-INCOME, ELDERLY, AND HANDICAPPED PERSONS AND THEIR FAMILIES

Program Service Accomplishments

Program 1

Expenses: $130,410 Revenue: $58,276

PEORIA PLACE WAS ORGANIZED ON JANUARY 12, 2000 AS AN ARIZONA NON-STOCK, NONPROFIT CORPORATION FOR THE PURPOSE OF CONSTRUCTING AND OPERATING A RENTAL HOUSING PROJECT UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT OF 1990. SUCH PROJECTS ARE REGULATED BY HUD AS TO RENT CHARGES AND OPERATING METHODS. THE PROJECT CONSISTS OF 14 UNITS LOCATED IN PHOENIX, ARIZONA AND IS CURRENTLY OPERATING UNDER THE NAME OF PEORIA PLACE.

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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 $114,733

Program Service Revenue $46,127

Investment Income $759

Other Revenue $12,149

TOTAL REVENUE $173,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,410

Other Expenses $140,938

TOTAL EXPENSES $140,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,768	$118,472	+0.5%
Expenses	$140,938	$185,084	-0.2%
Net Income	$32,830	$-66,612	-1.5%

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

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

$1,272,877

Total Directors

$741,340

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KASSIDI BOENING	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$28,632	$172,676
MELISSA CLAYTON	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$33,798	$299,519
SHELLY MARQUEZ	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$25,412	$269,145
CHAD PAYNE	TREASURER	1.00	Officer	$0	$8,496	$200,685
JOE ROSENBLUM	SECRETARY	1.00	Officer	$0	$10,201	$232,549
BRUCE SAAB	VICE PRESIDENT (UNTIL 10/23)	1.00	Officer	$0	$13,324	$98,303

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	$173,768	$140,938	$389,381	$32,830
2022	$118,472	$185,084	$385,484	$-66,612
2021	$113,866	$161,478	$435,653	$-47,612
2020	$110,437	$151,737	$464,005	$-41,300
2019	$109,661	$138,491	$500,089	$-28,830
2018	$104,659	$137,885	$538,814	$-33,226