THE GOODLY INSTITUTE (EIN 471371655) - 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

2014

Legal Domicile

Principal Officer

NICHOLAS ADAMS

Phone

5102960017

Tax Period

2023-01-01 to 2023-12-31

THE GOODLY INSTITUTE, founded in 2014, is a community nonprofit in the Public & Societal Benefit sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $206K, a strong 15% operating margin.

Mission

WE EQUIP INDIVIDUALS WITH COLLABORATIVE TOOLS FOR BUILDING A BETTER SOCIETY.

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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 $1,353,354

Program Service Revenue $0

Investment Income $35

Other Revenue $8,730

TOTAL REVENUE $1,362,119

Expense Breakdown

Grants Paid $491,771

Salaries & Benefits $259,799

Fundraising Expenses $66,454

Program Expenses $1,023,396

Other Expenses $404,734

TOTAL EXPENSES $1,156,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,362,119	$950,078	+0.4%
Expenses	$1,156,304	$294,435	+2.9%
Net Income	$205,815	$655,643	-0.7%

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

N/A

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

$224,238

Total Directors

$224,238

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELANIE MCDOUGALL	CFO	001.00	Officer Director	$125,795	$0	$125,795
NICHOLAS ADAMS	PRESIDENT	015.00	Officer Director	$98,443	$0	$98,443
KIM VOSS	BOARD MEMBER	001.00	Director	$0	$0	$0
CATHERINE WU	SECRETARY	001.00	Officer Director	$0	$0	$0
DE KAI	BOARD MEMBER	001.00	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
2023	$1,362,119	$1,156,304	$860,881	$205,815
2022	$950,078	$294,435	$666,598	$655,643
2021	$27,035	$30,339	$1,706	$-3,304
2020	$30,630	$234,682	$4,421	$-204,052
2019	$250,025	$80,505	$205,305	$169,520

THE GOODLY INSTITUTE