TRAINING & RESEARCH FOUNDATION (EIN 952958220) - 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

1968

Legal Domicile

Principal Officer

ROSALINDA RAMIREZ ORELLAN

Phone

7144528635

Tax Period

2024-07-01 to 2025-06-30

TRAINING & RESEARCH FOUNDATION, founded in 1968, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $4.7M left a modest 3% surplus.

Mission

TRAINING AND RESEARCH FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO OPERATE GOVERNMENT-FUNDED EARLY CHILDHOOD AND EDUCATION PROGRAMS AND FAMILY SERVICES THAT BENEFIT CHILDREN FROM UNDERSERVED AND DISADVANTAGED 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 (2024)

Revenue Breakdown

Contributions & Grants $4,853,539

Program Service Revenue $1,074

Investment Income $25,746

Other Revenue $0

TOTAL REVENUE $4,880,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,956,781

Fundraising Expenses $0

Program Expenses $4,165,462

Other Expenses $1,768,419

TOTAL EXPENSES $4,725,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,880,359	$3,255,390	+0.5%
Expenses	$4,725,200	$3,170,375	+0.5%
Net Income	$155,159	$85,015	+0.8%

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

$333,495

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY S GOREN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SHIRLEY DIONZON	SECRETARY	1.00	Officer Director	$0	$0	$0
COLLEEN ANDERSON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
DAMIAN ZAVALA	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYAN GONZALEZ	TREASURER	1.00	Officer Director	$0	$0	$0
REBECCA WETZSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RENEE JACOBS	PAST EXECUTIVE DIRECTOR	40.00	Officer	$177,243	$21,976	$199,219
GRICELDA FARIAS	CFO	40.00	Officer	$112,026	$22,250	$134,276
ROSALINDA RAMIREZ ORELLANA	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
DANETTE L MEJICO	PROGRAM CHIEF OFFICER- Q&A SUPERVISOR	40.00	Highest	$105,215	$17,930	$123,145

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	$4,880,359	$4,725,200	$1,959,394	$155,159
2024	$3,255,390	$3,170,375	$1,738,422	$85,015
2023	$1,710,079	$1,495,130	$1,426,867	$214,949
2021	$151,566	$411,002	$343,489	$-259,436
2020	$529,168	$618,881	$147,638	$-89,713
2019	$10,668,816	$10,651,943	$325,553	$16,873
2018	$20,323,451	$20,249,717	$1,770,483	$73,734

TRAINING & RESEARCH FOUNDATION