TALKINGPOINTS (EIN 474616102) - 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

2015

Legal Domicile

Principal Officer

HEEJAE LIM

Phone

6194520341

Tax Period

2024-07-01 to 2025-06-30

TALKINGPOINTS, founded in 2015, is a mid-sized nonprofit in the Education sector that reported $21.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $18.7M left a modest 11% surplus.

Mission

OUR MISSION IS TO DRIVE STUDENT SUCCESS BY UNLOCKING THE POTENTIAL OF FAMILIES TO FUEL THEIR CHILDREN'S LEARNING, ESPECIALLY IN UNDER-RESOURCED COMMUNITIES. WE DO THIS BY BUILDING MEANINGFUL CONNECTIONS BETWEEN SCHOOLS, TEACHERS AND FAMILIES THROUGH ACCESSIBLE TECHNOLOGY.

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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 $11,715,661

Program Service Revenue $8,923,167

Investment Income $533,234

Other Revenue $0

TOTAL REVENUE $21,172,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,026,677

Fundraising Expenses $932,633

Program Expenses $15,907,305

Other Expenses $7,714,587

TOTAL EXPENSES $18,741,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,172,062	$18,582,070	+0.1%
Expenses	$18,741,264	$18,831,522	0.0%
Net Income	$2,430,798	$-249,452	-10.7%

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

$596,366

Total Directors

$312,679

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEEJAE LIM	FOUNDER, CEO, AND BOARD CH	40.00	Officer Director	$289,260	$23,419	$312,679
TYLER COATS	TREASURER AND DIRECTOR	0.00	Officer Director	$0	$0	$0
DAN BRAGA	BOARD CHAIR AND DIRECTOR	0.00	Officer Director	$0	$0	$0
MAX POLANER	BOARD MEMBER	0.00	Director	$0	$0	$0
CLAUDINE RYAN	COO/HEAD OF PRODUCT	40.00	Officer	$229,322	$54,365	$283,687
STEPHANIE KAUFMAN	HEAD OF PRODUCT	40.00	Highest	$262,658	$10,646	$273,304
ADAM CARRATHERS	ACCOUNT EXECUTIVE	40.00	Highest	$214,089	$31,846	$245,935
LAILA BRENNER	HEAD OF PHILANTHROPY	40.00	Highest	$232,266	$40,011	$272,277
LAUREN FOGEL	DIRECTOR OF PRODUCT MANAGE	40.00	Highest	$109,756	$47,864	$157,620
TODD BISHOP	DIRECTOR OF SALES	40.00	Highest	$246,208	$19,652	$265,860

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	$21,172,062	$18,741,264	$22,914,676	$2,430,798
2024	No data	No data	No data	No data
2023	$14,745,587	$14,906,478	$20,251,830	$-160,891
2022	$18,603,925	$8,951,852	$19,913,909	$9,652,073
2021	$5,363,191	$2,049,829	$10,225,179	$3,313,362
2020	$6,100,292	$2,848,252	$7,395,487	$3,252,040
2019	$2,642,083	$1,427,478	$1,944,867	$1,214,605
2018	$955,589	$696,680	$697,455	$258,909

TALKINGPOINTS