PEER WASHINGTON (EIN 911327257) - 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

1986

Legal Domicile

Principal Officer

JOSHUA WALLACE

Phone

2063222437

Tax Period

2023-01-01 to 2023-12-31

PEER WASHINGTON, founded in 1986, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $12.6M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SUPPORT & DEVELOPMENT SERVICES TO THOSE IMPACTED BY BEHAVIORAL HEALTH & HIV/AIDS.

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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 $708,544

Program Service Revenue $11,925,787

Investment Income $221

Other Revenue $11,795

TOTAL REVENUE $12,646,347

Expense Breakdown

Grants Paid $175,370

Salaries & Benefits $9,203,409

Fundraising Expenses $267,091

Program Expenses $10,364,279

Other Expenses $2,805,578

TOTAL EXPENSES $12,317,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,646,347	$8,989,784	+0.4%
Expenses	$12,317,212	$8,710,435	+0.4%
Net Income	$329,135	$279,349	+0.2%

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

132

Volunteers

704

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

$882,642

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA WALLACE	CEO & PRESIDENT	50.00	Officer	$218,653	$18,495	$237,148
CODY WEST	CHIEF PROGRAM OFFICER	50.00	Officer	$175,817	$17,129	$192,946
PAULA LURF	CHIEF FINANCIAL OFFICER	50.00	Officer	$165,577	$5,445	$171,022
STEPHANIE LANE	CHIEF WORKFORCE DEVELOPMENT OFFICER	50.00	Officer	$148,777	$11,796	$160,573
JOSHUA CLEM	IT & MARKETING DIRECTOR	40.00	Highest	$129,046	$15,609	$144,655
CHRISTOPHER ARCHIOPOLI	DIRECTOR PEER SEATTLE	40.00	Highest	$120,279	$14,545	$134,824
KAREN ROBERSON	CONTROLLER	40.00	Highest	$123,500	$4,601	$128,101
SARA GRAHAM	DATA DIRECTOR	40.00	Highest	$113,700	$11,691	$125,391
DAN HARMON	RNP PROGRAM DIRECTOR	40.00	Highest	$110,892	$12,032	$122,924
MICHELLE TINKLER	CHIEF ADVOCACY OFFICER	50.00	Officer	$103,095	$17,858	$120,953
JASON HOUSTON	CHAIR	3.00	Officer Director	$0	$0	$0
CAROL BURTON	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MARK VEIGL	TREASURER	3.00	Officer Director	$0	$0	$0
JON SMILEY	SECRETARY	3.00	Officer Director	$0	$0	$0
CORY BONALLO	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL KANN	DIRECTOR (THROUGH APRIL 2023)	3.00	Director	$0	$0	$0
MICHAEL MOREY	DIRECTOR	3.00	Director	$0	$0	$0
ROBERTA ROMERO	DIRECTOR	3.00	Director	$0	$0	$0
MEGHAN STORMS	DIRECTOR	3.00	Director	$0	$0	$0
GREG URQUHART	DIRECTOR	3.00	Director	$0	$0	$0
DANIEL WHITE	DIRECTOR	3.00	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
2024	No data	No data	No data	No data
2023	$12,646,347	$12,317,212	$9,389,480	$329,135
2022	$8,989,784	$8,710,435	$9,905,948	$279,349
2021	$5,481,954	$5,034,705	$2,883,943	$447,249

PEER WASHINGTON