SAN JOSE MERCURY NEWS WISH BOOK FUND INC (EIN 770229665) - 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

1989

Legal Domicile

Principal Officer

SHARON RYAN

Phone

9256558355

Tax Period

2023-07-01 to 2024-06-30

SAN JOSE MERCURY NEWS WISH BOOK FUND INC, founded in 1989, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $1.3M left a modest 8% surplus.

Mission

THE SAN JOSE MERCURY NEWS WISH BOOK FUND INC. SUPPORTS LOCAL CHARITY ORGANIZATIONS AND INDIVIDUALS IN SILICON VALLEY AND SURROUNDING COUNTIES WITH A SERIES OF HOLIDAY-SEASON ARTICLES ABOUT SOME OF THEIR SPECIFIC NEEDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,415,518

Program Service Revenue $0

Investment Income $32,740

Other Revenue $0

TOTAL REVENUE $1,448,258

Expense Breakdown

Grants Paid $1,265,340

Salaries & Benefits $0

Fundraising Expenses $4,950

Program Expenses $1,265,340

Other Expenses $66,499

TOTAL EXPENSES $1,331,839

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,448,258	$1,591,360	-0.1%
Expenses	$1,331,839	$1,950,119	-0.3%
Net Income	$116,419	$-358,759	-1.3%

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
SHARON RYAN	PRESIDENT	0.10	Officer Director	$0	$0	$0
LEIGH POITINGER	DIRECTOR	0.10	Director	$0	$0	$0
SARAH DUSSAULT	SECRETARY	0.10	Officer Director	$0	$0	$0
ROBERT MARTINEZ	DIRECTOR	0.10	Director	$0	$0	$0
MELVINA PONZIO	DIRECTOR	0.10	Director	$0	$0	$0
NICKI VALDEZ	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT GALLAGHER	TREASURER	0.10	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
2025	No data	No data	No data	No data
2024	$1,448,258	$1,331,839	$345,158	$116,419
2023	$1,591,360	$1,950,119	$226,898	$-358,759
2022	$1,553,203	$1,513,248	$584,857	$39,955
2021	$1,350,065	$1,318,543	$78,050	$31,522
2020	$683,468	$648,047	$46,528	$35,421
2019	$463,576	$474,825	$11,927	$-11,249

SAN JOSE MERCURY NEWS WISH BOOK FUND INC