PETERSON SOLUTIONS FUND (EIN 882743235) - 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

2022

Legal Domicile

Principal Officer

MICHAEL A PETERSON

Phone

6466809799

Tax Period

2024-07-01 to 2025-06-30

PETERSON SOLUTIONS FUND, founded in 2022, is a community nonprofit in the Mental Health sector that reported $5.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $7.6M exceeded revenue, resulting in a 48% operating deficit.

Mission

PROMOTION OF SOCIAL WELFARE

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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 $0

Program Service Revenue $0

Investment Income $5,132,155

Other Revenue $0

TOTAL REVENUE $5,132,155

Expense Breakdown

Grants Paid $3,627,000

Salaries & Benefits $1,869,437

Fundraising Expenses $0

Program Expenses $6,755,028

Other Expenses $2,090,304

TOTAL EXPENSES $7,586,741

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,132,155	$5,566,042	-0.1%
Expenses	$7,586,741	$4,530,033	+0.7%
Net Income	$-2,454,586	$1,036,009	-3.4%

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

Volunteers

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

$715,561

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL A PETERSON	CHAIRMAN & CEO	5.00	Officer Director	$0	$0	$0
MICHAEL SHANKMAN	TREASURER	5.00	Officer	$0	$0	$0
BRETT LOPER	EXECUTIVE DIRECTOR	38.00	Officer	$553,541	$125,854	$715,561
LAURA GORDON	SR VP, COMM & PUBLIC AFFAIRS, PGPF	5.00	Highest	$36,018	$70,679	$399,729
LORETTA UCELLI	EVP - STRATEGY & COMM, PGPF	10.00	Highest	$76,029	$51,864	$365,562
MYRA SUNG	VICE PRESIDENT, PROGRAMS, PGPF	5.00	Highest	$35,177	$66,911	$364,442
MAIRIN MANCINO	VICE PRESIDENT, POLICY, PCH	5.00	Highest	$27,018	$69,169	$311,075
JENNIFER HEETTNER	DIRECTOR, MONITORING & EVAL, PGPF	2.00	Highest	$12,572	$23,015	$216,024

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	$5,132,155	$7,586,741	$429,062,010	$-2,454,586
2024	No data	No data	No data	No data
2023	$886,415	$1,816,786	$432,171,503	$-930,371
2022	$408,097,861	$48,950	$408,097,861	$408,048,911

PETERSON SOLUTIONS FUND