THE TALI FUND INC (EIN 474790139) - 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

RICHARD AGLER

Phone

5166818833

Tax Period

2025-01-01 to 2025-12-31

THE TALI FUND INC, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $245K in total revenue in fiscal year 2025. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $293K exceeded revenue, resulting in a 20% operating deficit.

Mission

MISSION OF THE THE TALI FUND IS TO INVEST IN PROGRAMS THAT ADVANCE AND EMPOWER WOMEN AND GIRLS'RIGHTS FOR SOCIAL AND EMOTIONAL LEARNING TOGETHER WITH EDUCATIONAL SKILLS. IN ADDITION, THE FUND WILL ENHANCE ORGAN DONATION AWARENESS THROUGH EDUCATIONAL SYMPOSIUMS AND ENCOURAGE THE PUBLIC ON ITS PURPOSE AND LIFE GIVING TO OTHERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $245,306

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $245,306

Expense Breakdown

Grants Paid $293,378

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $293,378

Other Expenses $0

TOTAL EXPENSES $293,378

Year-over-Year Comparison

	2025	2024	Change
Revenue	$245,306	$181,078	+0.4%
Expenses	$293,378	$132,021	+1.2%
Net Income	$-48,072	$49,057	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MINDY AGLER	V. PRES, SEC	N/A	Officer	$0	$0	$0
RICHARD AGLER	PRES	N/A	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	$245,306	$293,378	$2,420	$-48,072
2024	$181,078	$132,021	$50,492	$49,057
2023	$230,444	$256,336	$1,435	$-25,892
2022	$365,622	$389,335	$27,327	$-23,713

THE TALI FUND INC