WILLIAM L GOLDFARB FOUNDATION FOR EDUCATION AND RESEARCH (EIN 251753563) - 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

1994

Legal Domicile

Principal Officer

MIKE BARTH

Phone

7177637665

Tax Period

2024-06-01 to 2025-05-31

WILLIAM L GOLDFARB FOUNDATION FOR EDUCATION AND RESEARCH, founded in 1994, is a small nonprofit in the Education sector that reported $794K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $688K left a modest 13% surplus.

Mission

TO ENHANCE THE KNOWLEDGE OF ALL PERSONS WITH REGARD TO THE PROFESSION OF PODIATRIC MEDICINE BY AND THROUGH THE PRESENTATION OF EDUCATIONAL SESSIONS IN SEMINAR AND INSTRUCTIONAL MEDIA FORMATS, PRODUCTION OF SCIENTIFIC PAPERS, FUNDING AND CONDUCT OF RESEARCH, AND PRESENTATON OF INFORMATION RELATIVE TO ANY ASPECT OF PODIATRIC MEDICINE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $121,239

Program Service Revenue $599,735

Investment Income $72,954

Other Revenue $0

TOTAL REVENUE $793,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $511,842

Other Expenses $688,397

TOTAL EXPENSES $688,397

Year-over-Year Comparison

	2024	2023	Change
Revenue	$793,928	$584,170	+0.4%
Expenses	$688,397	$637,759	+0.1%
Net Income	$105,531	$-53,589	-3.0%

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
THOMAS ORTENZIO DPM	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JEFF DUNKERLEY DPM	PRESIDENT	1.00	Officer Director	$0	$0	$0
SABRINA MINHAS DPM	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
EDWIN HART III DPM	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE BARTH	EXECUTIVE DI	2.00	Officer	$0	$0	$0
ALICIA CANZANESE DPM	DIRECTOR	1.00	Director	$0	$0	$0
JAN GOLDEN DPM	DIRECTOR	1.00	Director	$0	$0	$0
JOLENE MOYER DPM	DIRECTOR	1.00	Director	$0	$0	$0
MARK E PINKER DPM	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH SMITH DPM	DIRECTOR	1.00	Director	$0	$0	$0
JEFFERY ZIMMERMAN DPM	DIRECTOR	1.00	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
2025	$793,928	$688,397	$702,421	$105,531
2024	$584,170	$637,759	$584,828	$-53,589
2023	$448,200	$556,288	$810,106	$-108,088
2022	$403,953	$432,884	$771,410	$-28,931
2021	$561,780	$449,152	$886,068	$112,628
2020	$653,229	$675,992	$727,855	$-22,763
2019	$785,129	$700,725	$736,194	$84,404

WILLIAM L GOLDFARB FOUNDATION FOR EDUCATION AND RESEARCH