JANET GOESKE FOUNDATION (EIN 330023938) - 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

1985

Legal Domicile

Principal Officer

DANIELLE STEVENS

Phone

9513518800

Tax Period

2024-07-01 to 2025-06-30

JANET GOESKE FOUNDATION, founded in 1985, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.2M left a modest 6% surplus.

Mission

THE JANET GOESKE FOUNDATION PROVIDES SENIORS/DISABLED SENIORS OPPORTUNITIES TO CONTINUE AN ACTIVE, RICH AND PRODUCTIVE LIFE THROUGH A CONSTANTLY EXPANDING PROGRAM OF TRAVEL, HEALTH, EDUCATION, RECREATION AND SOCIAL ACTIVITIES, IN PLEASANT SURROUNDINGS AND AS INEXPENSIVELY AS POSSIBLE.

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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 $781,967

Program Service Revenue $0

Investment Income $79,520

Other Revenue $403,508

TOTAL REVENUE $1,264,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $657,228

Fundraising Expenses $108,053

Program Expenses $846,417

Other Expenses $530,680

TOTAL EXPENSES $1,187,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,264,995	$1,374,497	-0.1%
Expenses	$1,187,908	$1,002,531	+0.2%
Net Income	$77,087	$371,966	-0.8%

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

150

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
RICHARD BENNETT	DIRECTORS	1.00	Director	$0	$0	$0
MEGAN DEMSHKI	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA REID-BROWN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE STEELE	DIRECTOR	1.00	Director	$0	$0	$0
HENRY ROMERO	DIRECTOR	1.00	Director	$0	$0	$0
DIANE KWASMAN	DIRECTOR	1.00	Director	$0	$0	$0
ADRIANO SOLOMAN	DIRECTOR	1.00	Director	$0	$0	$0
VICKIE HAWLEY	PAST-CHAIR	1.00	Officer	$0	$0	$0
JULIO FIGUEROA	CHAIR	1.00	Officer	$0	$0	$0
JUDY CARPENTER	TREASURER	1.00	Officer	$0	$0	$0
AMY CLEMENS	SECRETARY	1.00	Officer	$0	$0	$0
KELLI TYSON STOCKTON	VICE CHAIR	1.00	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	$1,264,995	$1,187,908	$2,835,172	$77,087
2024	$1,374,497	$1,002,531	$2,745,205	$371,966
2023	$1,091,845	$900,136	$2,244,608	$191,709
2022	$868,053	$823,594	$2,107,013	$44,459
2021	$864,114	$593,456	$2,448,914	$270,658
2020	$1,181,917	$950,354	$1,871,907	$231,563
2019	$1,093,689	$1,100,766	$1,703,229	$-7,077
2018	$1,081,897	$977,082	$1,682,660	$104,815

JANET GOESKE FOUNDATION