TEAM SAN JOSE INC (EIN 200507663) - 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

2003

Legal Domicile

Principal Officer

IHAB SABRY

Phone

4087924130

Tax Period

2023-07-01 to 2024-06-30

TEAM SAN JOSE INC, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $6.5M in total revenue in fiscal year 2023. Expenses of $7.2M exceeded revenue, resulting in a 11% operating deficit.

Mission

To manage the City of San Jose's convention and cultural facilities and promote tourism.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,483,996

Investment Income $4,005

Other Revenue $0

TOTAL REVENUE $6,488,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,475,264

Fundraising Expenses $0

Other Expenses $2,755,698

TOTAL EXPENSES $7,230,962

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,488,001	$6,723,717	0.0%
Expenses	$7,230,962	$5,735,586	+0.3%
Net Income	$-742,961	$988,131	-1.8%

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

N/A

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

$995,223

Total Directors

$995,223

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN R LAFORTUNE	CEO	40.00	Officer Director	$523,259	$39,627	$562,886
IHAB SABRY	CFO	40.00	Officer Director	$385,943	$46,394	$432,337
MADINA MOORE	Exec. VP HR, Labor Relations	40.00		$381,360	$39,253	$420,613
MATTHEW L MARTINUCCI	VP, Sales & CVB Services	40.00		$315,447	$42,008	$357,455
LAURA CHMIELEWSKI	VP, Marketing & Communications	40.00		$291,989	$22,936	$314,925
BENJAMIN A ROSCHKE	VP of Research & Strategic Dev	40.00		$253,077	$14,851	$267,928
ALBY GEBRETSADIK	Director of Sales	40.00		$242,704	$19,503	$262,207
FRANCES BRODY	Dir of Comm & Mkt	40.00		$215,755	$23,360	$239,115
AARON A CALLANTA	Director of IT	40.00		$206,314	$16,113	$222,427
TARYN MEADS	Dir. of Revenue	40.00		$177,537	$18,077	$195,614
Margaret Griffin	Nat'l Sales Mgr	40.00		$150,517	$21,796	$172,313
BRENT GAINES	Chairman	1.00	Officer Director	$0	$0	$0
YVES HANSEL	Treasurer	1.00	Officer Director	$0	$0	$0
CATHERINE HENDRICKS	Director	1.00	Director	$0	$0	$0
JOHN SOUTHWELL	Director	1.00	Director	$0	$0	$0
JEAN COHEN	Director	1.00	Director	$0	$0	$0
BILL FAIRWEATHER	Director	1.00	Director	$0	$0	$0
ENRIQUE FERNANDEZ	Director	1.00	Director	$0	$0	$0
OWEN MURPHY	Director	1.00	Director	$0	$0	$0
TAMARA ALVARADO	Director	1.00	Director	$0	$0	$0
MICHAEL E FOX JR	Director	1.00	Director	$0	$0	$0
MICHAEL MULCAHY	Director	1.00	Director	$0	$0	$0
LEAH TOENISKOETTER	Director	1.00	Director	$0	$0	$0
RU WEERAKOON	Director	1.00	Director	$0	$0	$0
SHAWNA LUCEY	Director	1.00	Director	$0	$0	$0
ROBERT MASSEY	Director	1.00	Director	$0	$0	$0
DANA ZELL	Director	1.00	Director	$0	$0	$0
Nanci Klein	Director	1.00	Director	$0	$0	$0
Omar Torres	Director	1.00	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	No data	No data	No data	No data
2024	$6,488,001	$7,230,962	$4,144,931	$-742,961
2023	$6,723,717	$5,735,586	$5,519,562	$988,131
2022	$2,539,314	$7,568,698	$3,878,197	$-5,029,384
2021	$2,635,172	$4,652,166	$7,221,766	$-2,016,994
2020	$7,566,811	$6,327,167	$9,877,287	$1,239,644
2019	$9,454,978	$8,028,251	$8,814,133	$1,426,727
2018	$9,472,909	$7,796,567	$8,191,000	$1,676,342

TEAM SAN JOSE INC