Jack Goldstein Charitable Trust (EIN 480889646) - 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

1978

Legal Domicile

Phone

7855875143

Tax Period

2023-01-01 to 2023-12-31

Jack Goldstein Charitable Trust, founded in 1978, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.1M in total revenue in fiscal year 2023. Revenue surged 1308% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.0M, a strong 82% operating margin.

Mission

Distribution of funds to supported organizations.

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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 $0

Program Service Revenue $0

Investment Income $6,088,175

Other Revenue $2,021

TOTAL REVENUE $6,090,196

Expense Breakdown

Grants Paid $1,062,814

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,062,814

Other Expenses $13,518

TOTAL EXPENSES $1,076,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,090,196	$432,493	+13.1%
Expenses	$1,076,332	$173,509	+5.2%
Net Income	$5,013,864	$258,984	+18.4%

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
N/A	Trustee	0.5	Director	$0	$0	$0
N/A	Trustee	0.5	Director	$0	$0	$0
N/A	Trustee	0.5	Director	$0	$0	$0
N/A	Trustee	0.5	Director	$0	$0	$0
N/A	Trustee	0.5	Director	$0	$0	$0
N/A	Trustee	0.5	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,090,196	$1,076,332	$8,007,278	$5,013,864
2022	$432,493	$173,509	$2,995,435	$258,984
2021	$259,784	$257,156	$2,736,451	$2,628
2020	$231,490	$231,490	$2,713,394	No data
2019	$212,891	$212,891	$2,713,394	No data
2018	$179,683	$179,683	$2,713,394	No data

Jack Goldstein Charitable Trust