San Jose Grail Family Services (EIN 770397354) - 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

1995

Legal Domicile

Principal Officer

Veronica Goei

Phone

4083477892

Tax Period

2024-07-01 to 2025-06-30

San Jose Grail Family Services, founded in 1995, is a community nonprofit in the Housing & Shelter sector that reported $5.5M in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum.

Mission

PARTNERS WITH FAMILIES, SCHOOLS AND COMMUNITIES TO PROMOTE CHILDREN'S SUCCESS AND WELL-BEING.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $4,918,614

Program Service Revenue $506,241

Investment Income $217,259

Other Revenue $-115,731

TOTAL REVENUE $5,526,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,187,067

Fundraising Expenses $211,403

Program Expenses $4,713,265

Other Expenses $1,676,089

TOTAL EXPENSES $5,863,156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,526,383	$3,225,054	+0.7%
Expenses	$5,863,156	$3,584,206	+0.6%
Net Income	$-336,773	$-359,152	-0.1%

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

Volunteers

112

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

$271,865

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Veronica Goei	Executive Dir.	40.00	Officer	$271,865	$0	$271,865
Elizabeth Luna	President	4.00	Officer Director	$0	$0	$0
DJ Wheeler	Vice President	4.00	Officer Director	$0	$0	$0
Sandra Rasmussen	Secretary	4.00	Officer Director	$0	$0	$0
Kim Guptill	Director	2.00	Director	$0	$0	$0
An T Vo	Director	2.00	Director	$0	$0	$0
Thomas O' Connor	Treasurer	4.00	Officer Director	$0	$0	$0
Karla Alvarez	Director	2.00	Director	$0	$0	$0
Zulma Maciel	Director	2.00	Director	$0	$0	$0
Smitha Gopal	Director	2.00	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	$5,526,383	$5,863,156	$6,173,888	$-336,773
2024	No data	No data	No data	No data
2023	$3,225,054	$3,584,206	$5,051,141	$-359,152
2022	$2,660,452	$2,543,531	$5,268,490	$116,921
2021	$4,325,205	$1,855,242	$5,030,504	$2,469,963
2020	$2,015,532	$1,493,331	$2,361,815	$522,201
2019	$2,193,208	$1,359,591	$1,797,445	$833,617
2018	$1,132,451	$1,129,344	$966,197	$3,107

San Jose Grail Family Services