PENINSULA FAMILY SERVICE (EIN 941186169) - 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

1950

Legal Domicile

Principal Officer

HEATHER CLEARY

Phone

6504034300

Tax Period

2022-07-01 to 2023-06-30

PENINSULA FAMILY SERVICE, founded in 1950, is a mid-sized nonprofit in the Human Services sector that reported $19.9M in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

PENINSULA FAMILY SERVICE STRENGTHENS THE COMMUNITY BY PROVIDING (CONTINUE ON SCHEDULE O)CHILDREN, FAMILIES AND OLDER ADULTS THE SUPPORT AND TOOLS TO REALIZE THEIR FULL POTENTIAL AND LEAD HEALTHY, STABLE LIVES.

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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 $19,607,192

Program Service Revenue $12,431

Investment Income $244,677

Other Revenue $0

TOTAL REVENUE $19,864,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,254,170

Fundraising Expenses $1,224,090

Program Expenses $16,261,372

Other Expenses $5,263,483

TOTAL EXPENSES $19,517,653

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,864,300	$17,301,817	+0.1%
Expenses	$19,517,653	$16,968,934	+0.2%
Net Income	$346,647	$332,883	+0.0%

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

264

Volunteers

413

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

$1,121,049

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON LYNCH	CHAIR	5.00	Officer Director	$0	$0	$0
SHEILA CANZIAN	CHAIR-ELECT	5.00	Officer Director	$0	$0	$0
SHARON HARTLEY	VICE CHAIR	5.00	Officer Director	$0	$0	$0
EUREE KIM	SECRETARY	5.00	Officer Director	$0	$0	$0
BENNETT SURAJAT	TREASURER	5.00	Officer Director	$0	$0	$0
SUZANNE BOUTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
ELENOA FUKA	BOARD MEMBER	2.00	Director	$0	$0	$0
PERLA GARCIA	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBBIE HARRISON	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH JENSON	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA KEARNS	BOARD MEMBER	2.00	Director	$0	$0	$0
PHILIP MCLEOD	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIA TERESA SANCHEZ PALMA	BOARD MEMBER	2.00	Director	$0	$0	$0
HEIDY PELAEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
MONIQUE SPYKE	BOARD MEMBER	2.00	Director	$0	$0	$0
RUTH WISNOM	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER CLEARY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$276,323	$22,485	$298,808
INESSA SHISHMANYAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$225,055	$6,956	$232,011
VICKI DAVIS	CHIEF HR OFFICER	40.00	Officer	$207,688	$14,707	$222,395
DEBORAH MILLER	CHIEF ADVANCEMENT OFFICER	40.00	Officer	$208,591	$7,055	$215,646
CHARLES HANSEN	CHIEF PROGRAM OFFICER	40.00	Officer	$139,395	$12,794	$152,189

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	$19,864,300	$19,517,653	$12,788,131	$346,647
2022	$17,301,817	$16,968,934	$11,162,241	$332,883
2021	$16,183,895	$15,855,116	$10,163,844	$328,779
2020	$14,020,094	$13,887,712	$10,147,477	$132,382
2019	$13,539,004	$13,755,916	$9,041,248	$-216,912
2018	$13,157,825	$13,423,890	$9,140,356	$-266,065

PENINSULA FAMILY SERVICE