ROBERT A TOIGO FOUNDATION (EIN 133565420) - 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

2000

Legal Domicile

Principal Officer

NANCY SIMS

Phone

5107635771

Tax Period

2024-01-01 to 2024-12-31

ROBERT A TOIGO FOUNDATION, founded in 2000, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $4.4M exceeded revenue, resulting in a 17% operating deficit.

Mission

DEVELOPING INNOVATIVE, HUMAN-CENTERED LEADERS TO DRIVE EXCELLENCE IN FINANCE.

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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 $4,078,654

Program Service Revenue $518,404

Investment Income $76,454

Other Revenue $-940,890

TOTAL REVENUE $3,732,622

Expense Breakdown

Grants Paid $80,500

Salaries & Benefits $1,380,068

Fundraising Expenses $421,928

Program Expenses $3,412,932

Other Expenses $2,901,108

TOTAL EXPENSES $4,361,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,732,622	$3,194,233	+0.2%
Expenses	$4,361,676	$4,756,575	-0.1%
Net Income	$-629,054	$-1,562,342	-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

Volunteers

100

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

$494,668

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY A SIMS	PRESIDENT	70.0	Officer	$468,123	$26,545	$494,668
SHANNON HOWELL	DIRECTOR OF TALENT ACCESS	40.0	Highest	$147,443	$35,824	$183,267
SHAKEEL BHATIA	DONOR RELATIONS MANAGER	40.0	Highest	$140,611	$24,354	$164,965
TREVOR WELCH	SENIOR PROGRAMMING COORDINATOR	40.0	Highest	$108,500	$7,179	$115,679
NORAH SUISALA FILIVAA	ADMIN ASSIST/OFFICE MGR	40.0	Highest	$103,100	$9,147	$112,247
MARK MCCOMBE	CHAIRMAN (Thru 5/2024)	0.5	Officer Director	$0	$0	$0
JOSE MINAYA	Chairman (start 5/2024)	0.5	Officer Director	$0	$0	$0
JAY FERGUSON	TREASURER	0.5	Officer Director	$0	$0	$0
DHVANI SHAH	SECRETARY	0.5	Officer Director	$0	$0	$0
SUE TOIGO FOUNDER	BOARD MEMBER	0.5	Director	$0	$0	$0
MARK ANSON	BOARD MEMBER	0.5	Director	$0	$0	$0
JASE AUBY	BOARD MEMBER	0.5	Director	$0	$0	$0
DOSTON BRADLEY	BOARD MEMBER	0.5	Director	$0	$0	$0
KEITH CAHILL	BOARD MEMBER	0.5	Director	$0	$0	$0
MARY CAHILL	BOARD MEMBER	0.5	Director	$0	$0	$0
SCOTT CHAN	BOARD MEMBER	0.5	Director	$0	$0	$0
JOHN CLAISSE	BOARD MEMBER	0.5	Director	$0	$0	$0
MICHAEL DELANEY	BOARD MEMBER	0.5	Director	$0	$0	$0
JOSE E FELICIANO	BOARD MEMBER	0.5	Director	$0	$0	$0
JOSE FERNANDEZ	BOARD MEMBER	0.5	Director	$0	$0	$0
FRAN HIGGINS	BOARD MEMBER	0.5	Director	$0	$0	$0
STEPHANIE IVY	BOARD MEMBER	0.5	Director	$0	$0	$0
KATHRYN KOCH	BOARD MEMBER	0.5	Director	$0	$0	$0
BRYAN LEWIS	BOARD MEMBER	0.5	Director	$0	$0	$0
EDWARD LEWIS	BOARD MEMBER	0.5	Director	$0	$0	$0
TANAKA MASWAOSWE	BOARD MEMBER	0.5	Director	$0	$0	$0
BARRY MILLER	BOARD MEMBER	0.5	Director	$0	$0	$0
JANICE COOK ROBERTS	BOARD MEMBER	0.5	Director	$0	$0	$0
STEVE MARTINEZ	BOARD MEMBER	0.5	Director	$0	$0	$0
ROBERT O'LEARY	BOARD MEMBER (start 10/2024)	0.5	Director	$0	$0	$0
IVELISSE SIMON	BOARD MEMBER	0.5	Director	$0	$0	$0
KELLI WASHINGTON	BOARD MEMBER	0.5	Director	$0	$0	$0
Marcie Frost	Board Member	0.5	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	$3,732,622	$4,361,676	$4,776,533	$-629,054
2024	$3,732,622	$4,361,676	$4,776,533	$-629,054
2023	$3,194,233	$4,756,575	$5,555,939	$-1,562,342
2022	$4,408,859	$3,561,689	$7,230,304	$847,170
2021	$4,378,914	$3,243,125	$5,902,804	$1,135,789
2020	$4,494,376	$3,075,161	$4,833,373	$1,419,215
2019	$3,789,888	$3,066,217	$3,218,493	$723,671
2018	$3,760,719	$3,280,612	$2,569,820	$480,107

ROBERT A TOIGO FOUNDATION