TAOS PROPERTY FOUNDATION INC (EIN 270998249) - 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

1994

Legal Domicile

Principal Officer

CJ GRACE

Phone

5757379300

Tax Period

2023-07-01 to 2024-06-30

TAOS PROPERTY FOUNDATION INC, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $281K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $277K, a strong 99% operating margin.

Mission

TO RECEIVE GIFTS OF REAL AND PERSONAL PROPERTY FOR CHARITY

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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 $281,175

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $281,175

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,859

Other Expenses $3,812

TOTAL EXPENSES $3,812

Year-over-Year Comparison

	2023	2022	Change
Revenue	$281,175	$207,620	+0.4%
Expenses	$3,812	$196,473	-1.0%
Net Income	$277,363	$11,147	+23.9%

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

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

$53,446

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAKE CALDWELL	CHAIR	0.25	Officer Director	$0	$0	$0
ABBY SANGER	DIRECTOR	0.25	Director	$0	$0	$0
ANGEL REYES	VICE CHAIR	0.25	Officer Director	$0	$0	$0
CHARLOTTE JEANTETE	TREASURER	0.25	Officer Director	$0	$0	$0
JADE ANAYA	DIRECTOR	0.25	Director	$0	$0	$0
CATHERINE HORSEY	INTERIM CEO (END 03/24)	5.00	Officer	$0	$0	$53,446
CJ GRACE	CEO (BEGIN 02/24)	5.00	Officer	$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	$281,175	$3,812	$1,919,471	$277,363
2023	$207,620	$196,473	$48,783	$11,147
2019	$381,323	$372,310	$9,013	$9,013

TAOS PROPERTY FOUNDATION INC