GOLDSTEIN FOUNDATION (EIN 270439529) - 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

2009

Legal Domicile

Phone

7855878995

Tax Period

2024-01-01 to 2024-12-31

GOLDSTEIN FOUNDATION, founded in 2009, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $632K, a strong 38% operating margin.

Mission

CREATE A POOL OF CHARITABLE FUNDS FOR THE EXCLUSIVE BENEFIT, FUNCTIONS AND USE OF THE GREATER MANHATTAN COMMUNITY FOUNDATION, A 501(C)(3) ORGANIZATION.

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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 $0

Program Service Revenue $0

Investment Income $1,661,323

Other Revenue $0

TOTAL REVENUE $1,661,323

Expense Breakdown

Grants Paid $993,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $993,000

Other Expenses $36,397

TOTAL EXPENSES $1,029,397

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,661,323	$1,352,345	+0.2%
Expenses	$1,029,397	$560,941	+0.8%
Net Income	$631,926	$791,404	-0.2%

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

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

$337,544

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GORDON	TREASURER	1.0	Officer Director	$0	$0	$0
MATT CROCKER	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
TERRY ARTHUR	PRESIDENT	1.0	Officer Director	$0	$0	$0
CLINT JOHNS	DIRECTOR	1.0	Director	$0	$0	$0
DENNIS MULLIN	DIRECTOR	1.0	Director	$0	$0	$0
DIRK DAVELINE	DIRECTOR	1.0	Director	$0	$0	$0
ERIC HIGGINS	DIRECTOR	1.0	Director	$0	$0	$0
KIM MCATEE	DIRECTOR	1.0	Director	$0	$0	$0
MATT PAQUETTE	DIRECTOR	1.0	Director	$0	$0	$0
MARLA BRANDON	VICE PRESIDENT OF FINANCE	1.0	Officer	$0	$3,540	$122,274
VERNON J HENRICKS	PRESIDENT, CEO, & SECRETARY	1.0	Officer	$0	$6,270	$215,270

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
2024	$1,661,323	$1,029,397	$221,216,428	$631,926
2023	$1,352,345	$560,941	$196,366,400	$791,404
2022	$582,901	$735,351	$166,841,321	$-152,450
2022	$582,901	$735,351	$166,841,321	$-152,450
2021	$360,314	$584,769	$72,414,517	$-224,455
2020	$325,399	$297,180	$44,364,358	$28,219
2019	$294,058	$70,440	$39,181,586	$223,618
2018	$244,867	$210,191	$36,343,561	$34,676

GOLDSTEIN FOUNDATION