THE GRAIL (EIN 316008551) - 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

1944

Legal Domicile

Principal Officer

SONIA JACQUEZ

Phone

5136832340

Tax Period

2024-01-01 to 2024-12-31

THE GRAIL, founded in 1944, is a community nonprofit in the Human Services sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 1197% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 82% operating margin.

Mission

PROGRAMMING & EDUCATION IN SOCIAL JUSTICE, INTERNATIONAL UNDERSTANDING, SPIRITUALITY, WOMEN'S LEADERSHIP, AND THE ENVIRONMENT. EDUCATIONAL PROGRAMS, ARTS PROGRAMS, LAND CONSERVATION EFFORTS, AND ORGANIC GARDENS.

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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 $81,369

Program Service Revenue $101,884

Investment Income $4,080,565

Other Revenue $5,340

TOTAL REVENUE $4,269,158

Expense Breakdown

Grants Paid $42,958

Salaries & Benefits $225,503

Fundraising Expenses $18,629

Program Expenses $621,238

Other Expenses $433,482

TOTAL EXPENSES $787,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,269,158	$329,044	+12.0%
Expenses	$787,071	$686,133	+0.1%
Net Income	$3,482,087	$-357,089	-10.8%

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

250

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

Total Directors

$93,676

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRIE PUCKETT	DIRECTOR	40.00	Director	$84,615	$9,061	$93,676
CYNTHIA BERNADEZ	TRUSTEE	5.00	Director	$0	$0	$0
JUDITH BROWN-LEIGH	SECRETARY	10.00	Officer Director	$0	$0	$0
RACHEL HERSHBERGER	TRUSTEE	5.00	Director	$0	$0	$0
SONIA JACQUEZ	PRESIDENT	10.00	Officer Director	$0	$0	$0
MASENGU TINA KALALA	INT COUNCIL	5.00	Officer Director	$0	$0	$0
MEGAN MONTELEONE-MORRISON	TRUSTEE	5.00	Director	$0	$0	$0
SHARON WOOD	CO-TREASURER	10.00	Officer 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	$4,269,158	$787,071	$12,733,901	$3,482,087
2023	$329,044	$686,133	$9,264,157	$-357,089
2022	$498,746	$680,530	$9,152,827	$-181,784
2021	$719,640	$652,637	$10,547,566	$67,003
2020	$745,553	$767,099	$9,954,102	$-21,546
2020	$745,553	$767,099	$9,954,102	$-21,546
2019	$506,309	$922,023	$9,331,509	$-415,714
2018	$2,219,610	$874,816	$9,127,659	$1,344,794

THE GRAIL