Project GRAD Houston (EIN 760450397) - 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

1994

Legal Domicile

Principal Officer

Adriana Tamez

Phone

8323250325

Tax Period

2021-07-01 to 2022-04-18

Project GRAD Houston, founded in 1994, is a small nonprofit that reported $282K in total revenue in fiscal year 2021. Revenue fell 75% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $148K, a strong 52% operating margin.

Mission

Improving low-income communities by helping individuals get into and through college/career training.

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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 (2021)

Revenue Breakdown

Contributions & Grants $281,929

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $281,929

Expense Breakdown

Grants Paid $75,813

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,813

Other Expenses $58,370

TOTAL EXPENSES $134,183

Year-over-Year Comparison

	2021	2020	Change
Revenue	$281,929	$1,125,647	-0.7%
Expenses	$134,183	$1,459,752	-0.9%
Net Income	$147,746	$-334,105	-1.4%

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

$74,913

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathryn Ketelsen	Chair	1.00	Officer Director	$0	$0	$0
Ann Kaufman	Secretary	1.00	Officer Director	$0	$0	$0
Alberto Antenangeli	Director	1.00	Director	$0	$0	$0
Shannon Bryan	Director	1.00	Director	$0	$0	$0
Emily Cole	Director	1.00	Director	$0	$0	$0
Consuelo Duroc-Danner	Director	1.00	Director	$0	$0	$0
Erika Foster	Director	1.00	Director	$0	$0	$0
Greg Hassell	Director	1.00	Director	$0	$0	$0
Mark Montgomery	Director	1.00	Director	$0	$0	$0
Graciela Saenz	Director	1.00	Director	$0	$0	$0
David Sanders	Director	1.00	Director	$0	$0	$0
Shashin Shah	Director	1.00	Director	$0	$0	$0
Ann B Stiles	President & CEO	40.00	Officer	$74,913	$0	$74,913

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
2022	$281,929	$134,183	No data	$147,746
2021	$1,125,647	$1,459,752	$105,524	$-334,105
2020	$1,215,294	$1,807,917	$635,893	$-592,623
2019	$1,292,718	$2,391,286	$1,019,648	$-1,098,568

Project GRAD Houston