JOHN A GOTTLIE AND ANNA M GOTTLIEB

EIN: 207478599 501(c)(3) Philanthropy & Grantmaking

PENNINGTON, NJ

Total Revenue
$76,542
Total Expenses
$88,649
Total Assets
$2,401,803
Net Assets
$2,401,803
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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
2007
Legal Domicile
NJ
Principal Officer
Bank of America
Phone
8888663275
Tax Period
2024-07-01 to 2025-06-30

JOHN A GOTTLIE AND ANNA M GOTTLIEB, founded in 2007, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $77K in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $89K exceeded revenue, resulting in a 16% operating deficit.

Mission

SUPPORT OUR LADY OF ANGELS PARISH

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $76,542
Other Revenue $0
TOTAL REVENUE $76,542

Expense Breakdown

Grants Paid $51,394
Salaries & Benefits $37,097
Fundraising Expenses $0
Program Expenses $51,394
Other Expenses $158
TOTAL EXPENSES $88,649

Year-over-Year Comparison

2024 2023 Change
Revenue $76,542 $167,916 -0.5%
Expenses $88,649 $115,842 -0.2%
Net Income $-12,107 $52,074 -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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BANK OF AMERICA N A TRUSTEE 1.0
$37,097 $0 $37,097
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 $76,542 $88,649 $2,401,803 $-12,107
2024 $167,916 $115,842 $2,409,652 $52,074
2023 $123,221 $75,437 $2,355,386 $47,784
2022 $272,053 $71,947 $2,307,923 $200,106
2021 $203,754 $76,904 $2,106,379 $126,850
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