PENINSULA SCHOOL LTD (EIN 941186181) - 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

1925

Legal Domicile

Principal Officer

ELIZABETH LEE

Phone

6503251584

Tax Period

2022-07-01 to 2023-06-30

PENINSULA SCHOOL LTD, founded in 1925, is a community nonprofit in the Education sector that reported $8.5M in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year.

Mission

PENINSULA SCHOOL CREATES A SPACE WHERE CHILDREN THRIVE AND DEVELOP THEIR FULL PROMISE AS CONFIDENT CONTRIBUTORS IN THE WORLD. HERE THEY LEARN ABOUT THEMSELVES AND OTHERS, DISCOVERING THEIR PASSIONS AND GROWING INTELLECTUALLY IN AN INCLUSIVE COMMUNITY RICH WITH CHOICES, EXPLORATION, AND PLAY.

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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 $700,206

Program Service Revenue $7,535,989

Investment Income $218,478

Other Revenue $3,069

TOTAL REVENUE $8,457,742

Expense Breakdown

Grants Paid $1,041,301

Salaries & Benefits $5,868,791

Fundraising Expenses $440,388

Program Expenses $6,032,572

Other Expenses $1,668,497

TOTAL EXPENSES $8,578,589

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,457,742	$9,580,258	-0.1%
Expenses	$8,578,589	$8,438,445	+0.0%
Net Income	$-120,847	$1,141,813	-1.1%

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

106

Volunteers

335

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

$324,043

Total Directors

$233,970

Key Employees

$590,014

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEG SHIELDS FORMATO	PRESIDENT (UNTIL JUNE 3, 2023)	10.00	Officer Director	$0	$0	$0
JAHVITA RASTAFARI	VICE PRESIDENT (UNTIL JUNE 3, 2023)	10.00	Officer Director	$0	$0	$0
JESSICA AXELROD	SECRETARY (UNTIL JUNE 3, 2023)	10.00	Officer Director	$0	$0	$0
ALETHEA VAN HILLER	TREASURER	10.00	Officer Director	$0	$0	$0
ANU SANGHVI	BOARD MEMBER	5.00	Director	$0	$0	$0
BRIAN RAWSON	BOARD MEMBER	5.00	Director	$0	$0	$0
COLLEEN MCPEEK	BOARD MEMBER AND TEACHER (UNTIL JUNE 3, 2023)	40.00	Director	$96,597	$4,830	$101,427
DAVID QUINN	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVION FLEMING	BOARD MEMBER	5.00	Director	$0	$0	$0
JACKEY GARCIA	BOARD MEMBER (UNTIL JUNE 3, 2023)	5.00	Director	$0	$0	$0
MISHA MERRILL	BOARD MEMBER (UNTIL JUNE 3, 2023)	5.00	Director	$9,728	$0	$9,728
RASHA GLENN	BOARD MEMBER AND TEACHER	40.00	Director	$84,070	$9,592	$93,662
SANA MUJAHID	BOARD MEMBER	5.00	Director	$0	$0	$0
SHU ROSENTHAL	BOARD MEMBER AND ASSISTANT TEACHER (UNTIL JUNE 3,	5.00	Director	$0	$0	$0
SUMAN KASTURIA	BOARD MEMBER	5.00	Director	$0	$0	$0
JASON PRESSMAN	BOARD MEMBER (STARTED JAN 19, 2023	5.00	Director	$0	$0	$0
NINA GREENBLATT	BOARD MEMBER (STARTED JUNE 3, 2023)	5.00	Director	$0	$0	$0
ERIK BEANS	BOARD MEMBER (STARTED JUNE 3, 2023)	5.00	Director	$0	$0	$0
FRANCOIS LABONTE	BOARD MEMBER (STARTED JUNE 3, 2023)	5.00	Director	$0	$0	$0
JUSTIN MCCARTHY	BOARD MEMBER (STARTED JUNE 3, 2023)	5.00	Director	$0	$0	$0
MAYA PERKINS	BOARD MEMBER (STARTED JUNE 3, 2023)	5.00	Director	$0	$0	$0
BUDDY JAMES	BOARD MEMBER (STARTED JUNE 3, 2023)	5.00	Director	$0	$0	$0
JAMIE MERAZ	BOARD MEMBER AND TEACHER (STARTED JUNE 3, 2023)	32.50	Director	$27,761	$1,392	$29,153
KATHY KOO	BOARD MEMBER (STARTED JUNE 3, 2023)	5.00	Director	$0	$0	$0
MARY HOFSTEDT	INTERIM HEAD OF SCHOOL (UNTIL JUNE 8, 2023)	40.00	Officer	$300,565	$23,478	$324,043
JOANNE WALSH	ASSOCIATE HEAD OF SCHOOL	40.00	Key Emp	$163,440	$5,379	$168,819
ELIZABETH LEE	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Key Emp	$221,447	$24,040	$245,487
RYAN HELTON	DIRECTOR OF DEVELOPMENT AND COMMUNICATIONS	40.00	Key Emp	$161,192	$14,516	$175,708
MICHELE BUSHINI	DIRECTOR OF ADMISSIONS AND ENROLLMENT	40.00	Highest	$129,767	$18,400	$148,167
BETTY ACHINSTEIN	TEACHER	40.00	Highest	$107,584	$5,010	$112,594
MEGAN HART	TEACHER	40.00	Highest	$100,460	$8,172	$108,632
CHRISTY UTTER	TEACHER	40.00	Highest	$100,208	$5,010	$105,218
JEFF ZOTZ	TEACHER	40.00	Highest	$100,208	$13,469	$113,677

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	$8,457,742	$8,578,589	$20,891,005	$-120,847
2022	$9,580,258	$8,438,445	$21,040,339	$1,141,813
2021	$9,225,427	$7,375,043	$18,596,391	$1,850,384
2020	$6,867,160	$7,128,560	$15,035,414	$-261,400
2019	$6,708,103	$6,512,707	$14,530,691	$195,396
2018	$6,399,164	$6,193,737	$13,794,910	$205,427

PENINSULA SCHOOL LTD