Taly Foundation Inc

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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

2013

Legal Domicile

Principal Officer

Philip Dixon

Phone

6179016951

Tax Period

2020-07-01 to 2021-06-30

Taly Foundation Inc, founded in 2013, is a micro nonprofit that reported $75K in total revenue in fiscal year 2020. Revenue decreased 19% compared to the prior year. Expenses of $91K exceeded revenue, resulting in a 22% operating deficit.

Mission

Taly Foundation provides access to and improves the quality of early childhood education by providing scholarship grants to schools, educational assessments, professional development for teachers, and parent workshops.

Program Service Accomplishments

Program 1

Expenses: $32,139

Payments are made to or on behalf of underserved children in need of financial assistance for better education opportunities.

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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 (2020)

Revenue Breakdown

Contributions & Grants $56,805

Program Service Revenue $0

Investment Income $3,279

Other Revenue $14,520

TOTAL REVENUE $74,604

Expense Breakdown

Grants Paid $31,089

Salaries & Benefits $0

Fundraising Expenses $186

Program Expenses $32,139

Other Expenses $59,633

TOTAL EXPENSES $90,722

Year-over-Year Comparison

	2020	2019	Change
Revenue	$74,604	$91,771	-0.2%
Expenses	$90,722	$111,043	-0.2%
Net Income	$-16,118	$-19,272	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jill Dixon	President & Secretary	20.00	Officer Director	$0	$0	$0
Philip Dixon	Treasurer	20.00	Officer Director	$0	$0	$0
Archie Jones	Director	0.50	Director	$0	$0	$0
Lisa Kuh	Director	0.50	Director	$0	$0	$0
Jondavid Chesloff	Director	0.50	Director	$0	$0	$0
Koren Iskra	Director	0.50	Director	$0	$0	$0
Peter Waisgerber	Director	0.50	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
2021	$74,604	$90,722	$22,366	$-16,118
2020	$91,771	$111,043	$30,413	$-19,272
2019	$152,589	$182,065	$45,360	$-29,476
2018	$170,040	$177,178	$64,873	$-7,138