THE PENINSULA BRIDGE PROGRAM (EIN 943226017) - 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

1995

Legal Domicile

Principal Officer

RANDI SHAFTON

Phone

6504739461

Tax Period

2024-07-01 to 2025-06-30

THE PENINSULA BRIDGE PROGRAM, founded in 1995, is a community nonprofit in the Unknown sector that reported $6.5M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $5.7M left a modest 12% surplus.

Mission

PENINSULA BRIDGE TRANSFORMS THE LIVES OF HIGHLY MOTIVATED, LOW INCOME STUDENTS.

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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 $6,305,745

Program Service Revenue $98,723

Investment Income $256,190

Other Revenue $-154,313

TOTAL REVENUE $6,506,345

Expense Breakdown

Grants Paid $282,273

Salaries & Benefits $3,465,789

Fundraising Expenses $575,943

Program Expenses $4,746,698

Other Expenses $1,867,446

TOTAL EXPENSES $5,735,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,506,345	$5,668,694	+0.1%
Expenses	$5,735,508	$4,946,253	+0.2%
Net Income	$770,837	$722,441	+0.1%

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

Volunteers

200

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

$295,596

Total Directors

$295,596

Key Employees

$195,602

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON FREIMAN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ALAN AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
ALLI DEETER	DIRECTOR	1.00	Director	$0	$0	$0
ED HAN	TREASURER	1.00	Officer Director	$0	$0	$0
KAARIN HARDY	DIRECTOR	1.00	Director	$0	$0	$0
LARA HOUSSER	DIRECTOR	1.00	Director	$0	$0	$0
RAVI INUKONDA	DIRECTOR	1.00	Director	$0	$0	$0
JUAN JAEN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
INGRID MAZUL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARIANA OROCIO	DIRECTOR	1.00	Director	$0	$0	$0
AMY SAHN	SECRETARY	1.00	Officer Director	$0	$0	$0
MORGAN VOLKART	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK RUFF	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SORTINO	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DIOLI	DIRECTOR	1.00	Director	$0	$0	$0
LEE FERTIG	DIRECTOR	1.00	Director	$0	$0	$0
QUINCEY GRIEVE	DIRECTOR	1.00	Director	$0	$0	$0
THAN HEALY	DIRECTOR	1.00	Director	$0	$0	$0
LAURA DHOLAKIA	DIRECTOR	1.00	Director	$0	$0	$0
KATHY LAYENDECKER	DIRECTOR	1.00	Director	$0	$0	$0
RANDI SHAFTON	CEO	40.00	Officer Director	$286,986	$8,610	$295,596
CHARLOTTE ZANDERS WAXMAN	DIRECTOR (THROUGH 09/24)	1.00	Director	$0	$0	$0
RENE JIMENEZ MORENO	DIRECTOR, PROGRAMS	40.00	Key Emp	$189,905	$5,697	$195,602
KRISTEN REESE	DIRECTOR, CURRICULUM DESIGN & INSTRUCTIONAL COACHI	40.00	Highest	$136,355	$0	$136,355
MARYBETH VENTURA	DIRECTOR, MIDDLE SCHOOL	40.00	Highest	$142,893	$9,123	$152,016
OSVALDO MURO	COLLEGE ACCESS COUNSELOR	40.00	Highest	$109,246	$7,386	$116,632

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	$6,506,345	$5,735,508	$8,527,054	$770,837
2024	$5,668,694	$4,946,253	$7,761,865	$722,441
2023	$5,519,379	$4,904,108	$7,268,184	$615,271
2022	$5,612,997	$3,474,831	$5,756,748	$2,138,166
2021	$3,526,139	$2,855,448	$3,938,561	$670,691
2019	$3,761,358	$3,304,096	$3,984,182	$457,262
2019	$3,005,074	$3,304,096	$3,227,898	$-299,022
2018	$3,214,288	$2,870,735	$3,547,402	$343,553

THE PENINSULA BRIDGE PROGRAM