SAN JOSE POA LEGAL DEFENSE FUND (EIN 770327914) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

DAVID WOOLSEY

Phone

4082981133

Tax Period

2023-01-01 to 2023-12-31

SAN JOSE POA LEGAL DEFENSE FUND, founded in 1987, is a small nonprofit that reported $207K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 577% operating deficit.

Mission

LEGAL REPRESENTATION FOR MEMBERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $161,814

Investment Income $45,407

Other Revenue $0

TOTAL REVENUE $207,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,402,014

Other Expenses $181,238

TOTAL EXPENSES $1,402,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,221	$112,855	+0.8%
Expenses	$1,402,014	$215,379	+5.5%
Net Income	$-1,194,793	$-102,524	+10.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
CATHERINE ALVAREZ	DIRECTOR	Director	$0	$0	$0
GEORGINA BARAJAS	DIRECTOR	Director	$0	$0	$0
THEODORE DAVIS	DIRECTOR	Director	$0	$0	$0
ANTHONY KILMER	DIRECTOR	Director	$0	$0	$0
STEVE SLACK	VICE PRESIDENT	Director	$0	$0	$0
AIDAN GUY	DIRECTOR	Director	$0	$0	$0
ROBERT LABARBERA	DIRECTOR	Director	$0	$0	$0
RYAN FERGUSON	DIRECTOR	Director	$0	$0	$0
JOHN MOUTZOURIDIS	DIRECTOR	Director	$0	$0	$0
SEBASTIAN WISNEWSKI	DIRECTOR	Director	$0	$0	$0
KESTON FRANKLIN	DIRECTOR	Director	$0	$0	$0
ASHLEY TRAVAGLIONE	DIRECTOR	Director	$0	$0	$0
SEAN PRITCHARD	PRESIDENT	Officer	$0	$0	$0
DAVID WOOLSEY	SGT AT ARMS	Officer	$0	$0	$0
DAVID WILSON	CFO	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
2024	No data	No data	No data	No data
2023	$207,221	$1,402,014	$1,969,141	$-1,194,793
2023	$207,221	$1,402,014	$1,969,141	$-1,194,793
2023	$200,545	$1,345,026	$2,236,818	$-1,144,481
2022	$113,131	$576,087	$3,157,522	$-462,956
2022	$112,855	$215,379	$2,777,378	$-102,524
2021	$173,053	$378,763	$3,836,867	$-205,710
2020	$198,376	$204,787	$3,398,299	$-6,411
2019	$192,083	$217,537	$2,810,475	$-25,454
2018	$191,024	$285,521	$2,282,214	$-94,497

SAN JOSE POA LEGAL DEFENSE FUND