GAUDENZIA FOUNDATION INC (EIN 232141307) - 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

1978

Legal Domicile

Principal Officer

DEJA GILBERT

Phone

6102399600

Tax Period

2023-07-01 to 2024-06-30

GAUDENZIA FOUNDATION INC, founded in 1978, is a community nonprofit in the Mental Health sector that reported $7.2M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $6.9M left a modest 4% surplus.

Mission

GATHERING OF CONTRIBUTIONS AND THE PERFORMANCE OF FUNDRAISING ACTIVITIES TO SUPPORT GAUDENZIA, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,660,012

Program Service Revenue $46,619

Investment Income $32,071

Other Revenue $5,456,701

TOTAL REVENUE $7,195,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $724,984

Fundraising Expenses $379,170

Program Expenses $731,046

Other Expenses $6,207,738

TOTAL EXPENSES $6,932,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,195,403	$7,818,828	-0.1%
Expenses	$6,932,722	$7,864,867	-0.1%
Net Income	$262,681	$-46,039	-6.7%

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

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

$1,168,660

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLY MEYER BENTLEY	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JEANNIE DAY ROGGIO	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREW OLSON	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE BERKOBEN	BOARD MEMBER	1.00	Director	$0	$0	$0
NOEL EISENSTAT	BOARD MEMBER (AS OF NOVEMBER 2023)	1.00	Director	$0	$0	$0
DALE KLATZKER	CEO (UNTIL MARCH 2024)	8.00	Officer	$0	$59,002	$566,963
DAVID SLINGER	CHIEF EXECUTIVE, REAL ESTATE	40.00	Officer	$0	$59,894	$290,605
SYIDA NICHOLSON	CHIEF PHILANTHR. OFF. (UNTIL JULY 2023)	40.00	Officer	$0	$30,076	$184,587
ROBERT BICKFORD	CHIEF FINANCIAL OFFICER	8.00	Officer	$0	$14,788	$126,505
DEJA GILBERT	CEO (AS OF MARCH 2024)	8.00	Officer	$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
2025	No data	No data	No data	No data
2024	$7,195,403	$6,932,722	$68,054,849	$262,681
2023	$7,818,828	$7,864,867	$70,541,419	$-46,039
2022	$7,203,044	$7,354,943	$69,385,092	$-151,899
2021	$5,739,048	$6,306,752	$65,656,079	$-567,704
2021	$6,232,178	$6,311,856	$66,144,105	$-79,678
2020	$9,088,493	$8,347,070	$65,712,975	$741,423
2019	$10,584,199	$8,912,197	$64,488,818	$1,672,002
2018	$11,678,961	$7,722,767	$60,417,747	$3,956,194

GAUDENZIA FOUNDATION INC