IFRED KATHRYN GOETZKE (EIN 201427003) - 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

2004

Legal Domicile

Principal Officer

KATHRYN GOETZKE

Phone

7343556716

Tax Period

2020-01-01 to 2020-12-31

IFRED KATHRYN GOETZKE, founded in 2004, is a small nonprofit in the Mental Health sector that reported $293K in total revenue in fiscal year 2020. Revenue surged 3880% from the prior year, signaling strong growth momentum. The organization ran a surplus of $251K, a strong 86% operating margin.

Mission

TO SHINE A LIGHT ON DEPRESSION IN ORDER TO END THE STIGMA ASSOCIATED WITH THE DISEASE THROUGH PREVENTION, EDUCATION AND RESEARCH.

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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 (2020)

Revenue Breakdown

Contributions & Grants $3,967

Program Service Revenue $338,766

Investment Income $0

Other Revenue $-49,432

TOTAL REVENUE $293,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $70

Program Expenses $36,907

Other Expenses $41,929

TOTAL EXPENSES $41,929

Year-over-Year Comparison

	2020	2019	Change
Revenue	$293,301	$7,370	+38.8%
Expenses	$41,929	$74,499	-0.4%
Net Income	$251,372	$-67,129	-4.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM DEAN	CHAIRMAN	1.50	Director	$0	$0	$0
KATHRYN GOETZKE	PRESIDENT, T	35.00	Officer Director	$0	$0	$0
DR JOHN GROHOL	DIRECTOR	1.50	Director	$0	$0	$0
JIM LINK	DIRECTOR	1.50	Director	$0	$0	$0
MINDY MAGRANE	DIRECTOR	1.50	Director	$0	$0	$0
SUSAN MINAMYER	SECRETARY	1.50	Officer Director	$0	$0	$0

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
2020	$293,301	$41,929	$295,014	$251,372

IFRED KATHRYN GOETZKE