Annie's List Training and Engagement Fund (EIN 843909459) - 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

2020

Legal Domicile

Phone

5124818100

Tax Period

2023-01-01 to 2023-12-31

Annie's List Training and Engagement Fund, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $329K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $579K exceeded revenue, resulting in a 76% operating deficit.

Mission

Annies List Training and Engagement Fund seeks to advance the participation of women in the electoral process in Texas by providing training and engagement opportunities and to advocate for reproductive and social justice for Texas women and children and families.

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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 $328,787

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $328,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $468,619

Fundraising Expenses $40,804

Program Expenses $373,228

Other Expenses $109,888

TOTAL EXPENSES $578,507

Year-over-Year Comparison

	2023	2022	Change
Revenue	$328,787	$595,355	-0.4%
Expenses	$578,507	$284,690	+1.0%
Net Income	$-249,720	$310,665	-1.8%

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

$119,583

Total Directors

Key Employees

$120,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pat Jasso	Board Chair	2	Officer Director	$0	$0	$0
Yvonne Pelayo	Director	1	Director	$0	$0	$0
Isabel De la Riva	Director	1	Director	$0	$0	$0
Ana Ramon	Executive Director and Secretary	30	Officer	$110,708	$8,875	$119,583
Serita Fontanessi	Director resigned	1	Director	$0	$0	$0
Isabel Longoria	Deputy Director	40	Key Emp	$120,500	$0	$120,500

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	$328,787	$578,507	$66,807	$-249,720
2022	$595,355	$284,690	$329,673	$310,665
2021	$208,151	$198,012	$166,180	$10,139
2020	$725,500	$569,631	$155,869	$155,869

Annie's List Training and Engagement Fund