GOALS FOUNDATION (EIN 251885238) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

GREG PETORAK

Phone

5702087367

Tax Period

2024-07-01 to 2025-06-30

GOALS FOUNDATION, founded in 2001, is a small nonprofit in the Recreation & Sports sector that reported $260K in total revenue in fiscal year 2024.

Mission

THE GOALS FOUNDATION PARTNERS WITH YOUTH SPORTS ORGANIZATIONS AND COMMUNITY LEADERS TO PROVIDE FUNDRAISING SUPPORT AS AN INCENTIVE FOR COMMUNITY SERVICE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $119,285

Investment Income $0

Other Revenue $140,861

TOTAL REVENUE $260,146

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,044

Fundraising Expenses $0

Program Expenses $227,049

Other Expenses $181,141

TOTAL EXPENSES $254,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,146	$252,341	+0.0%
Expenses	$254,185	$261,425	0.0%
Net Income	$5,961	$-9,084	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JEFF BARRETT	PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG PETORAK	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN COE	DIRECTOR	1.00	Director	$0	$0	$0
JIM REINO	DIRECTOR	1.00	Director	$0	$0	$0
JON STEPHENSON	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA CROMER	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM DOTZEL	FINANCIAL DIRECTOR	40.00	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	$260,146	$254,185	$59,748	$5,961
2024	$252,341	$261,425	$53,198	$-9,084
2023	$178,507	$151,158	$75,798	$27,349
2022	$173,005	$74,044	$28,687	$98,961
2021	$58,817	$45,297	$14,313	$13,520
2018	$155,503	$177,312	$4,625	$-21,809

GOALS FOUNDATION