GOERING CENTER FOR FAMILY & PRIVATE BUSINESS (EIN 311788609) - 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

2001

Legal Domicile

Principal Officer

CAROL BUTLER

Phone

5135567185

Tax Period

2024-07-01 to 2025-06-30

GOERING CENTER FOR FAMILY & PRIVATE BUSINESS, founded in 2001, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 12% surplus.

Mission

TO NURTURE AND EDUCATE FAMILY AND PRIVATE BUSINESSES TO DRIVE A VIBRANT ECONOMY.

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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 $747,500

Program Service Revenue $753,005

Investment Income $92,060

Other Revenue $-37,827

TOTAL REVENUE $1,554,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $877,801

Fundraising Expenses $0

Program Expenses $1,238,164

Other Expenses $492,886

TOTAL EXPENSES $1,370,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,554,738	$1,285,235	+0.2%
Expenses	$1,370,687	$1,395,343	0.0%
Net Income	$184,051	$-110,108	-2.7%

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

Volunteers

190

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

$160,397

Total Directors

$160,397

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON HANSEN	CHAIR, DIRECTOR	2.00	Officer Director	$0	$0	$0
CAROL BUTLER	PRESIDENT, DIRECTOR	40.00	Officer Director	$160,397	$0	$160,397
DAN BARNETT	DIRECTOR	2.00	Director	$0	$0	$0
JIM SAMOCKI	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN ADAMS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KELLY BONNELL	DIRECTOR	2.00	Director	$0	$0	$0
LAURENCE JONES	DIRECTOR	2.00	Director	$0	$0	$0
LAURENS STEED	DIRECTOR	2.00	Director	$0	$0	$0
LEWIS WAITT	DIRECTOR	2.00	Director	$0	$0	$0
MARIANNE LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
SARAH GRACE MOHR	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN GOERING HILL	DIRECTOR	2.00	Director	$0	$0	$0
TARA HALPIN	DIRECTOR	2.00	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	$1,554,738	$1,370,687	$2,061,837	$184,051
2024	$1,285,235	$1,395,343	$1,805,300	$-110,108
2023	$1,699,908	$1,471,894	$1,758,553	$228,014
2022	$1,920,451	$1,368,475	$1,878,778	$551,976
2021	$1,214,022	$1,177,722	$1,952,501	$36,300
2020	$1,389,649	$1,248,525	$1,742,806	$141,124
2019	$1,324,572	$1,296,863	$1,448,109	$27,709

GOERING CENTER FOR FAMILY & PRIVATE BUSINESS