PENINSULA VOLUNTEERS INC (EIN 941294939) - 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

1949

Legal Domicile

Principal Officer

Peter Olson

Phone

6503262025

Tax Period

2024-07-01 to 2025-06-30

PENINSULA VOLUNTEERS INC, founded in 1949, is a community nonprofit in the Human Services sector that reported $7.7M in total revenue in fiscal year 2024.

Mission

PVI provides services to support aging adults through 4 programs: Meals on Wheels/Nutrition services, Little House Activity Center, Rosener House Day Services, and Transportation concierge service.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,713,059

Program Service Revenue $2,281,819

Investment Income $475,972

Other Revenue $234,851

TOTAL REVENUE $7,705,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,797,790

Fundraising Expenses $608,190

Program Expenses $6,311,936

Other Expenses $3,118,486

TOTAL EXPENSES $7,916,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,705,701	$7,523,692	+0.0%
Expenses	$7,916,276	$7,112,556	+0.1%
Net Income	$-210,575	$411,136	-1.5%

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

410

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

$353,496

Total Directors

$216,689

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter Olson	CEO	50.00	Officer Director	$216,689	$0	$216,689
Iris Wong	COO	40.00	Officer	$136,807	$0	$136,807
Laura Owen	Director for Finance and Admin	40.00		$135,940	$0	$135,940
Rebecca Nelson	Director of Develo	40.00		$123,302	$0	$123,302
Lisa Murphy	Director of Engage	40.00		$117,641	$0	$117,641
Georgie Gleim	President	4.00	Officer Director	$0	$0	$0
Sandra Ferer	Vice President	4.00	Officer Director	$0	$0	$0
Anna Marie Janky	Secretary	4.00	Officer Director	$0	$0	$0
Honor Huntington	Treasurer	4.00	Officer Director	$0	$0	$0
Susan Sweeney	Director	4.00	Director	$0	$0	$0
Candice Schwab	Immed Pat Pres	4.00	Officer Director	$0	$0	$0
Lisa Deal	Director	4.00	Director	$0	$0	$0
Patricia Wilkinson-Debrincat	Director	4.00	Director	$0	$0	$0
Jan Barker	Director	4.00	Director	$0	$0	$0
Carolyn Rianda	Director	4.00	Director	$0	$0	$0
Carolyn Schutz	Director	4.00	Director	$0	$0	$0
Deborah Gordon	Director	4.00	Director	$0	$0	$0
Janice Conomos	Director	4.00	Director	$0	$0	$0
Jeanne Fischer	Director	4.00	Director	$0	$0	$0
Vab Goel	Director	4.00	Director	$0	$0	$0
Louise Patch	Director	4.00	Director	$0	$0	$0
Mark Flegel	Director	4.00	Director	$0	$0	$0
Sandy Ferrando	Director	4.00	Director	$0	$0	$0
Susan Martin	Director	4.00	Director	$0	$0	$0
Linda Dickinson	Director	4.00	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
2025	$7,705,701	$7,916,276	$15,629,449	$-210,575
2024	$7,523,692	$7,112,556	$15,419,136	$411,136
2023	$6,037,349	$6,928,760	$15,014,502	$-891,411
2022	$6,143,436	$6,194,801	$15,702,843	$-51,365
2021	$4,692,841	$5,155,400	$17,094,751	$-462,559
2020	$6,874,234	$5,490,252	$16,529,561	$1,383,982
2019	$5,777,495	$5,522,301	$15,417,736	$255,194
2018	$4,596,478	$5,093,516	$15,808,974	$-497,038

PENINSULA VOLUNTEERS INC