Taller San Jose Hope Builders

Nonprofit profile at a glance

EIN
593816355
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Santa Ana, CA, USA
Phone
7145435105
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Vocational, Technical Schools

Official website

Reported finances

Revenue
$4,020,686
Expenses
$5,724,448
Assets
$7,494,023
Liabilities
$1,264,020

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Highest reported compensation

  • SHAWNA SMITH GOTREAU (SECRETARY): $186,233 total reported compensation
  • CHRISTA SHEEHAN (FORMER DEPUTY DIRECTOR): $181,882 total reported compensation
  • AMBER S RIZKALLA (EMPLOYEE): $142,840 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Hope builders empowers disadvantaged young adults with the mentorship, job skills and life skills training that meets the needs of employers.

What it reported doing in 2024

Career builder: the career builder stage includes the young adults who have successfully met workforce readiness standards and are now taking steps to enter the workforce. Workforce ready candidates work closely with staff to secure a quality job within a career pathway. Through hbcc, employers who can offer a pathway to a living wage are recruited and matched with workforce ready candidates. Hbcc focuses on supporting employers with a pipeline of adequate and reliable workforce. A career builder who completes this stage must agree to the hope builder pledge and renew their commitment to becoming a hope builder.hope builder: the hope builder stage includes those young adults, who have proven that they have developed the skills needed to remain in a career pathway. Hbcc continues to offer job retention support after a job placement is secured. These young adults join a community of other successful hope builders, who have found and retained a quality job the kind that provides a career pathway and has led to living-wage employment. Hope builders considers six months of retention in a career pathway, with a living-wage salary, to be the ultimate marker of success; research tells us that when someone is employed for six months, they are most likely to remain in the workforce. Throughout this stage, staff follows up with both the employed student and the employer at specific intervals to ensure employment retention. A hope builder continues their journey of growth out in the community and their commitment to the program as a spokesperson for hope builders.

Operating model

Revenue model
Donor-supported. 61% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 88% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 24
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 96.9%; rating input score 97
  • Program expense ratio: 67.9%; rating input score 68
  • Fundraising efficiency: $3.77 raised per $1 spent on fundraising; rating input score 12; 12th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -42.4%; rating input score 3; 3rd percentile among comparable filings
  • Total-asset coverage ratio: 1.31; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 48; 48th percentile among comparable filings
  • Officer compensation ratio: 12.8%; rating input score 23; 23rd percentile among comparable filings

Growth

  • Program expense growth: 2.5% per year; rating input score 100; 25th percentile among comparable filings
  • Revenue growth: 3.7% per year; rating input score 100; 32nd percentile among comparable filings
  • Asset growth: 5.6% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 96.9% of revenue deployed · 67.9% of spending went to programs
  • Governance: 14 of 14 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $3.9M in reported program spending
  • Leadership: top reported pay $186K · 18 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $141K reported
  • Consistency: 25 of 25 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Fundraising efficiency scored 12/100.
  • High — Sustainability: Operating margin scored 3/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
  • High — Sustainability: Officer compensation ratio scored 23/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 48/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.