RED TAB FOUNDATION

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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

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

THE RED TAB FOUNDATION SUPPORTS MEMBERS OF THE LS&CO. COMMUNITY IN MAINTAINING AND BUILDING A SECURE FINANCIAL FUTURE THROUGH GLOBAL CHARITABLE PROGRAMS. IN SERVICE OF THIS MISSION, THE FOUNDATION PROVIDES SHORT TERM FINANCIAL AID TO LEVI STRAUSS & CO. EMPLOYEES AND RETIREES FOLLOWING UNEXPECTED EMERGENCIES. THE FOUNDATION ALSO PROVIDES BASIC NECESSITIES TO LOW INCOME RETIREES WHO TYPICALLY FACE VARIOUS FINANCIAL ISSUES AND FORMS OF DISTRESS DUE TO THEIR ADVANCED AGE. IN ADDITION, THE FOUNDATION PROVIDES EDUCATION AND ASSET-BUILDING PROGRAMS TO HELP THESE INDIVIDUALS IN THEIR OWN EFFORTS TO MAINTAIN THEIR FINANCIAL, PHYSICAL AND EMOTIONAL HEALTH.

Program Service Accomplishments

Program 1

Expenses: $2,158,981 Revenue: $0

GLOBAL GRANT PROGRAMS: THE CURRENT GOAL OF THE GLOBAL GRANT PROGRAM IS TO PROTECT THE BASIC NEEDS OF EMPLOYEES AND RETIREES WHO ARE FACING FINANCIAL EMERGENCIES. THE LONG-TERM GOAL IS TO DO THE SAME, WITH EXPANDED GLOBAL REACH AND STRONG REFERRALS TO OTHER RESOURCES TO ADDRESS UNDERLYING CAUSES OF FINANCIAL INSTABILITY. IN FISCAL YEAR 2025, OUR ORGANIZATION SERVED 1,637 EMPLOYEES AND RETIREES WITH EMERGENCY GRANTS.

Program 2

Expenses: $256,111 Revenue: $0

RED TAB SAVERS PROGRAM: THE CURRENT GOAL OF THE PROGRAM IS TO INCENTIVIZE HOURLY EMPLOYEES TO SAVE THEIR OWN MONEY TO BUILD A FINANCIAL SAFETY NET. THE LONG-TERM GOAL IS TO DO THE SAME AT A GREATER SCALE. EARLY IN FISCAL YEAR 2025, OUR U.S. RED TAB SAVERS PROGRAM WAS PAUSED, BUT 182 EMPLOYEES EARNED ALMOST $37,000 IN MATCH REWARDS BY SAVING THEIR OWN MONEY.

Program 3

Expenses: $11,430 Revenue: $0

INTEREST-FREE EMERGENCY LOANS: INTEREST-FREE LOANS ARE OFFERED TO EMPLOYEES IN CIRCUMSTANCE WHERE THE NEED IS MORE OF A CASH FLOW ISSUE THAN A TRUE FINANCIAL EMERGENCY. IN FISCAL YEAR 2025, RED TAB...

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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 (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

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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

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