JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION (EIN 363832321) - 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

1991

Legal Domicile

Principal Officer

PETER D GOLDMAN

Phone

3126443200

Tax Period

2023-12-01 to 2024-11-30

JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION, founded in 1991, is a small nonprofit in the Recreation & Sports sector that reported $678K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $409K, a strong 60% operating margin.

Mission

TO PROVIDE CLASSROOM AND ON-WATER SAILING INSTRUCTION FOR THE PHYSICALLY DISABLED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $474,132

Program Service Revenue $21,305

Investment Income $194,198

Other Revenue $-11,427

TOTAL REVENUE $678,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $88,706

Fundraising Expenses $36,955

Program Expenses $134,929

Other Expenses $180,071

TOTAL EXPENSES $268,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$678,208	$624,035	+0.1%
Expenses	$268,777	$252,034	+0.1%
Net Income	$409,431	$372,001	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER D GOLDMAN	PRESIDENT	12.00	Officer Director	$0	$0	$0
JERRY METZGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GRANT CROWLEY	TREASURER	1.00	Officer Director	$0	$0	$0
GERALD THOMAS	SECRETARY	1.00	Officer Director	$0	$0	$0
JUDITH ARONSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BENISH	DIRECTOR	1.00	Director	$0	$0	$0
CAROL GOLDMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY GOLDMAN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN GOLDMAN	DIRECTOR	1.00	Director	$0	$0	$0
SUE LIPPE	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY MICHEL	DIRECTOR	1.00	Director	$0	$0	$0
AIMEE NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PALIZZA	DIRECTOR	1.00	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
2024	$678,208	$268,777	$3,585,128	$409,431
2023	$624,035	$252,034	$3,175,697	$372,001
2022	$575,119	$268,411	$2,803,696	$306,708
2021	$566,862	$269,616	$2,496,988	$297,246
2020	$274,003	$141,057	$2,199,742	$132,946
2019	$520,544	$237,752	$2,066,796	$282,792
2018	$369,559	$249,888	$1,784,004	$119,671

JUDD GOLDMAN ADAPTIVE SAILING FOUNDATION