1998 Jack Goldstein Charitable Trust (EIN 481208174) - 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

1998

Legal Domicile

Phone

7855875143

Tax Period

2024-01-01 to 2024-12-31

1998 Jack Goldstein Charitable Trust, founded in 1998, is a small nonprofit that reported $931K in total revenue in fiscal year 2024. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 40% operating deficit.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $926,079

Other Revenue $5,025

TOTAL REVENUE $931,104

Expense Breakdown

Grants Paid $1,289,733

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,296,092

Other Expenses $15,127

TOTAL EXPENSES $1,304,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$931,104	$4,059,002	-0.8%
Expenses	$1,304,860	$693,018	+0.9%
Net Income	$-373,756	$3,365,984	-1.1%

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
Dirk Daveline	Trustee	0.5	Director	$0	$0	$0
Jodi Kaus	Trustee	0.5	Director	$0	$0	$0
Mark Knackendoffel	Trustee	0.5	Director	$0	$0	$0
Mary Vanier	Trustee	0.5	Director	$0	$0	$0
Matt Crocker	Trustee	0.5	Director	$0	$0	$0
Tom Giller	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	$931,104	$1,304,860	$8,802,398	$-373,756
2023	$4,059,002	$693,018	$9,176,154	$3,365,984
2022	$286,797	$266,282	$5,810,170	$20,515
2021	$173,275	$175,775	$5,792,155	$-2,500
2020	$154,562	$154,562	$5,792,155	No data
2019	$141,972	$141,972	$5,792,155	No data
2018	$119,856	$119,856	$5,792,155	No data

1998 Jack Goldstein Charitable Trust