TALLER DE JOSE (EIN 272966284) - 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

2010

Legal Domicile

Principal Officer

ELIZABETH J WHITE

Phone

7735238320

Tax Period

2024-07-01 to 2025-06-30

TALLER DE JOSE, founded in 2010, is a small nonprofit in the Human Services sector that reported $523K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $590K exceeded revenue, resulting in a 13% operating deficit.

Mission

OFFERS ACCOMPANIMENT TO PEOPLE IN NEED; CONNECTING PEOPLE TO SERVICES AND SERVICES TO PEOPLE.

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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 $482,675

Program Service Revenue $0

Investment Income $6,861

Other Revenue $33,370

TOTAL REVENUE $522,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $360,752

Fundraising Expenses $99,539

Program Expenses $353,937

Other Expenses $228,910

TOTAL EXPENSES $589,662

Year-over-Year Comparison

	2024	2023	Change
Revenue	$522,906	$582,355	-0.1%
Expenses	$589,662	$669,937	-0.1%
Net Income	$-66,756	$-87,582	-0.2%

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

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

$71,839

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA SANDOVAL	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARCY GONZALEZ	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
MARITZA MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
ARSHIYA BAIG	DIRECTOR	1.00	Director	$0	$0	$0
MARIE TRISTAN	DIRECTOR	1.00	Director	$0	$0	$0
MARIA VIDAL DE HAYMES	DIRECTOR	1.00	Director	$0	$0	$0
RIC RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
HECTOR GARCIA CHAVEZ	DIRECTOR	1.00	Director	$0	$0	$0
SR CAROL CREPEAU	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
FRANK MONREAL	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH JENNINGS WHITE	EXECUTIVE DIRECTOR	40.00	Officer	$65,801	$6,038	$71,839

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	$522,906	$589,662	$345,198	$-66,756
2024	No data	No data	No data	No data
2023	$738,214	$665,935	$393,013	$72,279
2022	$592,314	$477,296	$304,033	$115,018
2021	$552,247	$512,691	$235,290	$39,556
2020	$448,240	$441,341	$244,078	$6,899
2019	$382,412	$365,417	$171,069	$16,995

TALLER DE JOSE