PEAK LIVING SERVICES INC (EIN 923784777) - 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

2023

Legal Domicile

Principal Officer

DANIEL OWEN

Phone

8778295500

Tax Period

2023-01-01 to 2023-12-31

PEAK LIVING SERVICES INC, founded in 2023, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2023. The organization ran a surplus of $1.3M, a strong 72% operating margin.

Mission

THE ORGANIZATION'S MISSION IS ENDING CHRONIC AND VETERAN'S HOMELESSNESS BY PROVIDING SAFE, TEMPORARY SHELTER, SKILLDEVELOPMENT AND REFERRALS TO RECOVERY SERVICES TO SUPPORT INDIVIDUALS EXPERIENCING HOMELESSNESS TO ASSIST THEM INBECOMING SELF-SUFFICIENT.

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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 $1,744,491

Program Service Revenue $0

Investment Income $1,006

Other Revenue $7,888

TOTAL REVENUE $1,753,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $320,422

Fundraising Expenses $0

Program Expenses $425,053

Other Expenses $178,901

TOTAL EXPENSES $499,323

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,753,385	N/A	N/A
Expenses	$499,323	N/A	N/A
Net Income	$1,254,062	N/A	N/A

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

$337,122

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK CIPOLETTI	MEMBER	2.00	Director	$0	$0	$0
LISA DENNISON	MEMBER	2.00	Director	$0	$0	$0
TERRELL ELLIS	MEMBER	2.00	Director	$0	$0	$0
JOHN KEE	MEMBER	2.00	Director	$0	$0	$0
ADAM KRANSON	MEMBER	2.00	Director	$0	$0	$0
JANET LINTALA	MEMBER	2.00	Director	$0	$0	$0
WENDY PATRIQUIN	MEMBER	2.00	Director	$0	$0	$0
CONSTANCE WEBER	MEMBER	2.00	Director	$0	$0	$0
MARK WHITLEY	MEMBER	2.00	Director	$0	$0	$0
ED VALLANDINGHAM	MEMBER	2.00	Director	$0	$0	$0
TREY JONES	MEMBER	2.00	Director	$0	$0	$0
JILL PARSONS	MEMBER	2.00	Director	$0	$0	$0
ROBIN STEMPLE	MEMBER	2.00	Director	$0	$0	$0
CHAD CRUMBAKER	VICE CHAIR	2.00	Officer	$0	$0	$0
DOTSY KLEI	SECRETARY	2.00	Officer	$0	$0	$0
RAY MORTON	TREASURER	2.00	Officer	$0	$0	$0
DANIEL OWEN	PRESIDENT/CEO	1.00	Officer	$0	$30,778	$337,122
BLAIR TAYLOR	CHAIR	2.00	Officer	$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	$1,753,385	$499,323	$2,052,688	$1,254,062

PEAK LIVING SERVICES INC