South Peninsula Behavioral Health Services Inc (EIN 920072562) - 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

1979

Legal Domicile

Principal Officer

Carla Meitler

Phone

9072357701

Tax Period

2022-07-01 to 2023-06-30

South Peninsula Behavioral Health Services Inc, founded in 1979, is a community nonprofit in the Mental Health sector that reported $5.5M in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

Mental health counseling, evaluation, consultation and crisis mental health services for adults and children.

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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 (2022)

Revenue Breakdown

Contributions & Grants $921,038

Program Service Revenue $4,385,784

Investment Income $124,610

Other Revenue $30,301

TOTAL REVENUE $5,461,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,042,333

Fundraising Expenses $0

Program Expenses $4,554,116

Other Expenses $1,814,240

TOTAL EXPENSES $5,856,573

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,461,733	$4,770,037	+0.1%
Expenses	$5,856,573	$6,361,248	-0.1%
Net Income	$-394,840	$-1,591,211	-0.8%

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

$253,980

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jay Bechtol	CEO	50.00	Officer	$118,328	$12,192	$130,520
Carla Meitler	COO	60.00	Officer	$117,487	$5,973	$123,460
Brian Partridge	President	0.50	Officer Director	$0	$0	$0
Jacquie Thautie	Vice President	0.50	Officer Director	$0	$0	$0
Tim Schefel	Secretary/Treas	0.50	Officer Director	$0	$0	$0
Ashley Moore	Member	0.50	Director	$0	$0	$0
Morris Richardson	Member	0.50	Director	$0	$0	$0
Pam Hooker	Member	0.50	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,461,733	$5,856,573	$4,767,480	$-394,840
2022	$4,770,037	$6,361,248	$5,236,222	$-1,591,211
2021	$7,511,223	$7,474,538	$7,749,359	$36,685
2020	$7,918,499	$8,030,514	$7,620,599	$-112,015
2019	$8,211,802	$7,912,014	$7,268,617	$299,788
2018	$8,398,806	$8,177,074	$7,117,994	$221,732

South Peninsula Behavioral Health Services Inc