PENINSULA FOUNDATION INC (EIN 942943240) - 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

1984

Legal Domicile

Principal Officer

JOHN WILDES

Phone

3236486300

Tax Period

2024-01-01 to 2024-12-31

PENINSULA FOUNDATION INC, founded in 1984, is a small nonprofit that reported $663K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $793K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO COOPERATE WITH THE PERSONAL PRELATURE OF THE CATHOLIC CHURCH OPUS DEI BY SPONSORING RELIGIOUS AND DOCTRINAL CONFERENCES, SEMINARS AND RETREATS, AND BY PROVIDING FINANCIAL HELP. TO HAVE THE POWER TO RENT, BUY AND SELL PROPERTY IN FURTHERANCE OF THESE PURPOSES.

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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 $440,503

Program Service Revenue $222,830

Investment Income $0

Other Revenue $0

TOTAL REVENUE $663,333

Expense Breakdown

Grants Paid $66,707

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $387,945

Other Expenses $725,936

TOTAL EXPENSES $792,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$663,333	$776,012	-0.1%
Expenses	$792,643	$857,664	-0.1%
Net Income	$-129,310	$-81,652	+0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN WILDES	PRESIDENT	20.00	Officer Director	$0	$0	$0
JUAN LUIS MARTI	SECRETARY	20.00	Officer Director	$0	$0	$0
VALENTINO CREUS	CFO	2.00	Officer Director	$0	$0	$0
ENRIQUE LOPEZ-ONA	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE CASSAR	DIRECTOR	2.00	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
2024	$663,333	$792,643	$4,315,599	$-129,310
2023	$776,012	$857,664	$4,452,721	$-81,652
2022	$732,754	$773,711	$4,533,601	$-40,957
2021	$551,633	$650,134	$4,580,334	$-98,501
2020	$340,601	$592,432	$4,685,707	$-251,831
2019	$891,059	$980,894	$4,780,820	$-89,835
2018	$593,412	$703,179	$4,869,953	$-109,767

PENINSULA FOUNDATION INC