RED TAB FOUNDATION (EIN 942779937) - 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

1981

Legal Domicile

Principal Officer

JENNY CALVERT RODRIGUEZ

Phone

4155016154

Tax Period

2024-06-01 to 2025-05-31

RED TAB FOUNDATION, founded in 1981, is a community nonprofit in the Unknown sector that reported $2.9M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $2.6M left a modest 10% surplus.

Mission

TO PROVIDE EMERGENCY FUNDS FOR LEVI STRAUSS & CO. EMPLOYEES, RETIREES AND THEIR FAMILIES.

🔒

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 $2,367,749

Program Service Revenue $0

Investment Income $533,198

Other Revenue $-8,582

TOTAL REVENUE $2,892,365

Expense Breakdown

Grants Paid $2,235,338

Salaries & Benefits $66,528

Fundraising Expenses $42,134

Program Expenses $2,426,522

Other Expenses $302,433

TOTAL EXPENSES $2,604,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,892,365	$3,119,751	-0.1%
Expenses	$2,604,299	$4,319,553	-0.4%
Net Income	$288,066	$-1,199,802	-1.2%

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

225

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

$339,926

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER HAAS JR	PRESIDENT	0.30	Officer Director	$0	$0	$0
LISA STIRLING	CFO	0.30	Officer Director	$0	$0	$0
KELLY MCGINNIS	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF HARLOWE	VICE PRESIDENT	0.30	Director	$0	$0	$0
SUSAN BRENNAN	BOARD MEMBER	0.30	Director	$0	$0	$0
MOLLY BUCKLEY	BOARD MEMBER	0.30	Director	$0	$0	$0
ANNE MADISON	BOARD MEMBER	0.30	Director	$0	$0	$0
BRADLEY HAAS	BOARD MEMBER	0.30	Director	$0	$0	$0
HEIDI MANES	BOARD MEMBER	0.30	Director	$0	$0	$0
SCOTT WHITE	BOARD MEMBER	0.30	Director	$0	$0	$0
TOM FANOE	BOARD MEMBER	0.30	Director	$0	$0	$0
LIZ O'NEIL	BOARD MEMBER (THRU 11/15/24)	0.30	Director	$0	$0	$0
JENNY RODRIGUEZ	EXECUTIVE DIRECTOR	40.00	Officer	$324,984	$14,942	$339,926
JOHN BOOKER	GLOBAL PHILANTHROPY LEAD	40.00	Highest	$164,384	$13,443	$177,827
BRYCE KUMAGAI	GLOBAL PROGRAMS MANAGER	40.00	Highest	$147,401	$2,769	$150,170
ELLA CLAUSEN	COMMS & PROGRAMS MANAGER	40.00	Highest	$128,408	$1,088	$129,496

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	$2,892,365	$2,604,299	$18,273,251	$288,066
2024	$3,119,751	$4,319,553	$16,933,419	$-1,199,802
2023	$3,089,667	$4,492,223	$16,161,355	$-1,402,556
2022	$2,631,009	$3,331,404	$18,056,579	$-700,395
2021	$2,299,310	$3,409,941	$20,100,818	$-1,110,631
2020	$3,336,961	$2,757,028	$17,196,313	$579,933
2019	$2,312,672	$1,861,466	$16,376,625	$451,206
2018	$1,825,495	$1,919,971	$15,956,684	$-94,476

RED TAB FOUNDATION