Talisman Inc (EIN 881543009) - 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

2022

Legal Domicile

Principal Officer

Margaret Kelso

Phone

8778295500

Tax Period

2024-01-01 to 2024-12-31

Talisman Inc, founded in 2022, is a community nonprofit in the Recreation & Sports sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 15% surplus.

Mission

Talisman offers young people with learning differences exceptional opportunities to increase self-confidence, independence, motivation and social competence in a safe and nuturing environment.

🔒

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 $68,670

Program Service Revenue $1,191,049

Investment Income $0

Other Revenue $9,841

TOTAL REVENUE $1,269,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $564,734

Fundraising Expenses $14,341

Program Expenses $981,565

Other Expenses $519,294

TOTAL EXPENSES $1,084,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,269,560	$1,002,531	+0.3%
Expenses	$1,084,028	$1,029,745	+0.1%
Net Income	$185,532	$-27,214	-7.8%

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

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

$55,508

Total Directors

$13,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margaret Kelso	Executive Director	40.00	Officer	$53,708	$1,800	$55,508
Linda Tatspaugh	Departing ED / Board Member	5.00	Director	$13,800	$0	$13,800
Robiyn Mims	Chair	5.00	Officer Director	$0	$0	$0
Molly Shriver-Blake	Vice-Chair / Secretary	5.00	Officer Director	$0	$0	$0
Greg Brisbane	Treasurer	5.00	Officer Director	$0	$0	$0
Laura Centers	Board Member	5.00	Director	$0	$0	$0
Marci Silverman	Board Member	5.00	Director	$0	$0	$0
Pamela Vick-Bope	Board Member	5.00	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
2024	$1,269,560	$1,084,028	$474,195	$185,532
2023	$1,002,531	$1,029,745	$566,748	$-27,214

Talisman Inc