CARMEN AND JOHN GOTTSCHALK FOUNDATION (EIN 342001068) - 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

2004

Legal Domicile

Principal Officer

JOHN GOTTSCHALK

Phone

4028840773

Tax Period

2021-01-01 to 2021-12-31

CARMEN AND JOHN GOTTSCHALK FOUNDATION, founded in 2004, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2021. Revenue surged 5413871% from the prior year, signaling strong growth momentum.

Mission

THE CARMEN AND JOHN GOTTSCHALK FOUNDATION'S MISSION IS TO MAKE GRANTS FROM MONETARY RESOURCES TO CHARITIES SUPPORTED BY THE OMAHA COMMUNITY FOUNDATION AND TO SUPPORT THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE OMAHA COMMUNITY FOUNDATION.

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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 (2021)

Revenue Breakdown

Contributions & Grants $1,044,033

Program Service Revenue $0

Investment Income $255,320

Other Revenue $0

TOTAL REVENUE $1,299,353

Expense Breakdown

Grants Paid $1,219,904

Salaries & Benefits $47,732

Fundraising Expenses $0

Program Expenses $1,229,276

Other Expenses $131,482

TOTAL EXPENSES $1,399,118

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,299,353	$24	+54138.7%
Expenses	$1,399,118	$1,050,980	+0.3%
Net Income	$-99,765	$-1,050,956	-0.9%

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

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

$44,340

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GOTTSCHALK	DIRECTOR, PRESIDENT/TREASURER	25.00	Officer Director	$0	$0	$0
CARMEN GOTTSCHALK	DIRECTOR AND VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
ANN C BURDETTE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL R MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
A WILLIAM KERNEN	DIRECTOR	1.00	Director	$0	$0	$0
DONNA GRIMM	SECRETARY	40.00	Officer	$44,340	$0	$44,340

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
2021	$1,299,353	$1,399,118	No data	$-99,765

CARMEN AND JOHN GOTTSCHALK FOUNDATION