Civic Intelligence

Taller San Jose Hope Builders

990 • Fiscal year 2014 • EIN 59-3816355

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

Organization Profilewww.tallersanjose.org

View Organization Page

801 N BroadwaySanta Ana, CA 92701

(714) 543-5105

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.09x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

54th percentile

0.13x

Higher debt load relative to revenue than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

53rd percentile

3.6%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

88th percentile

$183,066

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-10%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$4,612,069

Up $77,154 (+1.7%) from 2013

Net Assets

Up

$4,176,469

Up $293,829 (+7.6%) from 2013

Liabilities

Down

$435,600

Down $216,675 (-33%) from 2013

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin53rd percentile

Revenue

Down

$3,318,074

Down $382,652 (-10%) from 2013

Expenses

Down

$3,198,778

Down $166,033 (-4.9%) from 2013

Net Income

Down

$119,296

Down $216,619 (-64%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $3,352,385Liabilities 2010: $250,937Net Assets 2010: $3,101,4482010Assets 2011: $3,563,986Liabilities 2011: $169,731Net Assets 2011: $3,394,2552011Assets 2012: $4,842,228Liabilities 2012: $1,423,973Net Assets 2012: $3,418,2552012Assets 2013: $4,534,915Liabilities 2013: $652,275Net Assets 2013: $3,882,6402013Assets 2014: $4,612,069Liabilities 2014: $435,600Net Assets 2014: $4,176,4692014Assets 2015: $5,164,824Liabilities 2015: $525,908Net Assets 2015: $4,638,9162015Assets 2016: $4,822,350Liabilities 2016: $536,194Net Assets 2016: $4,286,1562016Assets 2017: $4,770,381Liabilities 2017: $620,331Net Assets 2017: $4,150,0502017Assets 2018: $4,600,577Liabilities 2018: $513,191Net Assets 2018: $4,087,3862018Assets 2019: $5,187,715Liabilities 2019: $532,236Net Assets 2019: $4,655,4792019Assets 2020: $7,535,118Liabilities 2020: $1,286,355Net Assets 2020: $6,248,7632020Assets 2021: $7,799,810Liabilities 2021: $1,114,526Net Assets 2021: $6,685,2842021Assets 2022: $6,910,967Liabilities 2022: $275,072Net Assets 2022: $6,635,8952022Assets 2023: $8,726,043Liabilities 2023: $979,193Net Assets 2023: $7,746,8502023Assets 2024: $8,516,472Liabilities 2024: $819,157Net Assets 2024: $7,697,3152024

Highlighted filing

2014

Assets$4,612,069
Liabilities$435,600
Net Assets$4,176,469
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,296,0512010Expenses 2011: $2,563,6702011Expenses 2012: $2,671,7002012Revenue 2013: $3,700,726Expenses 2013: $3,364,811Net Income 2013: $335,9152013Revenue 2014: $3,318,074Expenses 2014: $3,198,778Net Income 2014: $119,2962014Revenue 2015: $4,025,669Expenses 2015: $3,600,569Net Income 2015: $425,1002015Revenue 2016: $4,129,552Expenses 2016: $4,453,360Net Income 2016: -$323,8082016Revenue 2017: $4,402,477Expenses 2017: $4,622,099Net Income 2017: -$219,6222017Revenue 2018: $4,325,770Expenses 2018: $4,426,940Net Income 2018: -$101,1702018Revenue 2019: $3,864,732Expenses 2019: $3,295,848Net Income 2019: $568,8842019Revenue 2020: $5,138,819Expenses 2020: $3,552,446Net Income 2020: $1,586,3732020Revenue 2021: $4,029,682Expenses 2021: $3,599,321Net Income 2021: $430,3612021Revenue 2022: $3,656,769Expenses 2022: $3,712,677Net Income 2022: -$55,9082022Revenue 2023: $5,201,462Expenses 2023: $4,082,182Net Income 2023: $1,119,2802023Revenue 2024: $5,056,217Expenses 2024: $5,401,384Net Income 2024: -$345,1672024

Highlighted filing

2014

Revenue$3,318,074
Expenses$3,198,778
Net Income$119,296
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$3,439,462
Mission and Program Overview

Mission

Taller San Jose Hope Builders empowers young adults, who are disconnected from the workforce and all educational opportunities, with the job training and life skills needed to achieve economic stability and enduring personal and professional success.

Taller San Jose empowers young adults (ages 18-28), who are completely disconnected from the workforce and all educational opportunities, with the job training and life skills needed to achieve economic stability and enduring personal and professional success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,234,337$1,363,125▲ $128,788
Land, Buildings, and Equipment, Net$1,166,595$1,147,949▼ $18,646
Pledges and Grants Receivable$336,830$749,095▲ $412,265
Cash and Non-Interest-Bearing Accounts$519,444$183,076▼ $336,368
Accounts Receivable$183,154$76,932▼ $106,222
Inventories for Sale or Use$19,210$22,160▲ $2,950
Receivables From Officers Etc$20,000$0▼ $20,000
Savings and Temporary Cash Investments$1,970$7,343▲ $5,373
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,534,915$4,612,069▲ $77,154
Other Assets Total$1,053,375$1,062,389▲ $9,014
Liabilities
Accounts Payable and Accrued Expenses$269,371$295,271▲ $25,900
Unsecured Notes Loans Payable$278,371$92,851▼ $185,520
Mortgage Notes Payable Secured by Investment Property$82,821$47,475▼ $35,346
Deferred Revenue$21,712--
Other Liabilities-$3-
Total Liabilities$652,275$435,600▼ $216,675
Net Assets / Fund Balance
Unrestricted Net Assets$2,771,163$2,900,086▲ $128,923
Temporarily Rstr Net Assets$1,111,477$1,276,383▲ $164,906
Total Net Assets Fund Balance$3,882,640$4,176,469▲ $293,829
Total Liabilities and Net Assets / Fund Balance$4,534,915$4,612,069▲ $77,154

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$771,494$294,089$1,065,583
Equipment$234,726$319,829$554,555
Leasehold Improvements$141,729$384,424$526,153
Other Assets Org$108,483--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,234,337-▲ $189,306$60,520$1,363,123
2012$1,149,449-▲ $141,898$57,010$1,234,337
2011$1,168,232$620▲ $36,963$56,366$1,149,449
2010$1,038,742$1,390▲ $214,725$86,625$1,168,232
2009$1,335$127,496--$1,038,742
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawna Smith GotreauExecutive DirectorFT$116,010$70,612$186,622
Christa SheehanDirector of Adv.FT$111,176$9,581$120,757
Nancy LoughreyCFOFT$89,936$11,879$101,815
Karyn MendozaDirector of Prog.FT$86,057$10,151$96,208

Board Members and Trustees

NameTitle
Jeff RandolphChairman
Angela WergechikDirector
Christopher LeoDirector
Chuck WalkerDirector
Dolores Gonzales-HayesDirector
Dr Linda RoseDirector
George UrchDirector
Katie RodinDirector
Katie SkeltonDirector
Kevin WijawickramaDirector
Larry StofkoDirector
Richard HeimDirector
Sr Eileen McNerneyDirector
Tom HonanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,205,793
Program Service Revenue
$2,982
Investment Income
$9,364
Other Revenue
$99,935
All Other Contributions
$2,532,570
Change in Net Assets
$119,296

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table100$68,181Fair Market Value (FMV)
Real Estate Residential2$31,579Fair Market Value (FMV)
Other Non Cash Contri Table10$7,865Fair Market Value (FMV)
Cars and Other Vehicles1$3,900Fair Market Value (FMV)
Total Noncash Contributions113$111,525-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,318,074
Revenue Not Reported on Form 990
$386,995
Total Revenue per Audited Statements
$3,705,069
Total Revenue per Form 990
$3,318,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,943,448
Other Expenses$969,669
Total Fundraising Expense$444,335
Grants and Similar Amounts Paid$285,661
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$891,930$57,544$133,577$1,083,051
Current Officers, Directors, Trustees, and Key Employees$245,758$139,831$136,440$522,029
Grants to Domestic Individuals$285,661--$285,661
Other Employee Benefits$82,873$70,805$67,059$220,737
Occupancy$163,172$5,864$26,964$196,000
Depreciation Depletion$105,666$984$5,270$111,920
Payroll Taxes$68,233$4,402$10,219$82,854
Office Expenses$30,313$11,420$15,572$57,305
Information Technology$23,083$4,003$16,615$43,701
Pension Plan Contributions$29,084$1,726$3,967$34,777
Fees for Services Other-$26,971$4,875$31,846
Conferences and Meetings$8,538$14,781$8,192$31,511
Fees for Services Accounting-$15,500-$15,500
Advertising--$13,778$13,778
Fees for Services Legal-$8,237-$8,237
Insurance$680$7,062$51$7,793
Interest-$4,882-$4,882
Other Expenses$4$1,628$1,756$4
Total Functional Expenses$2,378,803$375,640$444,335$3,198,778

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,410,568
Expenses per Audited Statements$3,198,778
Total Expenses per Form 990$3,198,778
Expenses Not Reported on Form 990$211,790
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$161,415
Fundraising Direct Expenses$66,530
Gaming Gross Income$46,400
Gaming Direct Expenses$41,350
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$407,565$135,565$1,533$134,032
Event 2$25,850$25,850-$25,850
Total Events$433,415$161,415$66,530$94,885
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$20,000$0▼ $20,000
Receivables from Disqualified Persons-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$3
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Shawna Smith Gotreau is a full time employee of Taller San Jose. Sister Eileen McNerney is a Sister in the Sisters of St. Joseph of Orange, which has designated control per our bylaws. Katie Skelton and Christopher Leo are both full time employees of St. Joseph Health, a sister corporation.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The only member of Taller San Jose is the Sisters of St. Joseph of Orange. The only member of Hope Builders, Inc. is Taller San Jose.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Members must approve:1. Any amendment to the Articles of Incorporation or Bylaws2. Appointment or removal of the Executive Director3. Appointment of up to three Sister Board Members4. Dissolution of the Corporation5. Sale or transfer of substantially all the assets of the corporation6. Any change to the structure or operation that would affect its tax exempt status.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Members must approve:1. Any amendment to the Articles of Incorporation or Bylaws2. Appointment or removal of the Executive Director3. Appointment of up to three Sister Board Members4. Dissolution of the Corporation5. Sale or transfer of substantially all the assets of the corporation6. Any change to the structure or operation that would affect its tax exempt status.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is provided electronically to all Board members, and reviewed in detail by the Finance Committee prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each member of the Board must complete a Conflict of Interest form prior to election to the Board. As of Februrary 2011, each Baord Member must complete a Conflict of Interest form annually.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation the Leadership Team is approved in June as part of the budget process. Comparative compensation data is provided to the Board at that time. Bonus compensation is approved in October for the Leadership Team.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation the Leadership Team is approved in June as part of the budget process. Comparative compensation data is provided to the Board at that time. Bonus compensation is approved in October for the Leadership Team.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and Form 990s are available on the organization's website. Policies and financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
59-3816355
Phone
7145435105

Signing Officer

Name
Nancy Loughrey
Title
CFO
Signed
2015-05-13

Organization Details

Principal Officer
Shawna Smith Gotreau
Formed
2005
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
11
Employees
38
Volunteers
168
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“rounding = -$4”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Provide continuing support for operations.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Karyn Mendoza
IRS990/Form990PartVIISectionAGrp/PersonNm2Jeff Randolph
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IRS990/Form990PartVIISectionAGrp/PersonNm4Katie Skelton
IRS990/Form990PartVIISectionAGrp/PersonNm5Richard Heim
IRS990/Form990PartVIISectionAGrp/PersonNm6Dolores Gonzales-Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm7Tom Honan
IRS990/Form990PartVIISectionAGrp/PersonNm8Christopher Leo
IRS990/Form990PartVIISectionAGrp/PersonNm9George Urch
IRS990/Form990PartVIISectionAGrp/PersonNm10Larry Stofko
IRS990/Form990PartVIISectionAGrp/PersonNm11Katie Rodin
IRS990/Form990PartVIISectionAGrp/PersonNm12Kevin Wijawickrama
IRS990/Form990PartVIISectionAGrp/PersonNm13Sr Eileen McNerney
IRS990/Form990PartVIISectionAGrp/PersonNm14Angela Wergechik
IRS990/Form990PartVIISectionAGrp/PersonNm15Dr Linda Rose
IRS990/Form990PartVIISectionAGrp/PersonNm16Chuck Walker
IRS990/Form990PartVIISectionAGrp/PersonNm17Nancy Loughrey
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Dir. of Adv.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Dir. of Prog.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,612,069
Liabilities
$435,600
Net assets
$4,176,469
Revenue
$3,318,074
Expenses
$3,198,778
Net income
$119,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.52$0.82$7.70$5.06$5.40$0.35
2023Detailed filing. Detailed filing data is available for this year.$8.73$0.98$7.75$5.20$4.08$1.12
2022Detailed filing. Detailed filing data is available for this year.$6.91$0.28$6.64$3.66$3.71$0.06
2021Detailed filing. Detailed filing data is available for this year.$7.80$1.11$6.69$4.03$3.60$0.43
2020Detailed filing. Detailed filing data is available for this year.$7.54$1.29$6.25$5.14$3.55$1.59
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.53$4.66$3.86$3.30$0.57
2018Detailed filing. Detailed filing data is available for this year.$4.60$0.51$4.09$4.33$4.43$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.77$0.62$4.15$4.40$4.62$0.22
2016Summary only. Only limited summary data is available for this year.$4.82$0.54$4.29$4.13$4.45$0.32
2015Summary only. Only limited summary data is available for this year.$5.16$0.53$4.64$4.03$3.60$0.43
2014Detailed filing. Detailed filing data is available for this year.$4.61$0.44$4.18$3.32$3.20$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.65$3.88$3.70$3.36$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.84$1.42$3.42$2.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.17$3.39$2.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.25$3.10$2.30