JAMES C DULIN GOODWILL INDUSTRIES FUND C/O RICHARD H SCHOENFELD (EIN 521051764) - 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

1975

Legal Domicile

Principal Officer

PETER JAHN

Phone

3019514455

Tax Period

2024-01-01 to 2024-12-31

JAMES C DULIN GOODWILL INDUSTRIES FUND C/O RICHARD H SCHOENFELD, founded in 1975, is a small nonprofit that reported $540K in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 28% operating margin.

Mission

PROVIDE SUPPORT FOR GOODWILL OF GREATER WASHINGTON AND GOODWILL INDUSTRIES INTERNATIONAL

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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 $539,557

Other Revenue $126

TOTAL REVENUE $539,683

Expense Breakdown

Grants Paid $283,800

Salaries & Benefits $28,000

Fundraising Expenses $0

Program Expenses $283,800

Other Expenses $76,417

TOTAL EXPENSES $388,217

Year-over-Year Comparison

	2024	2023	Change
Revenue	$539,683	$214,809	+1.5%
Expenses	$388,217	$431,416	-0.1%
Net Income	$151,466	$-216,607	-1.7%

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

N/A

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

Total Directors

$28,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN R SWENDIMAN	TRUSTEE	0.20	Director	$4,000	$0	$4,000
WILLIAM CD BURR	TRUSTEE	0.20	Director	$4,000	$0	$4,000
PETER F JAHN	TRUSTEE	0.20	Director	$4,000	$0	$4,000
CHRISTINA B CARY	TRUSTEE	0.20	Director	$4,000	$0	$4,000
LYNN A ALEXANDER	TRUSTEE	0.20	Director	$4,000	$0	$4,000
ANA T CHAPA	TRUSTEE	0.20	Director	$4,000	$0	$4,000
STACEY A HERNDON	TRUSTEE	0.20	Director	$4,000	$0	$4,000

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	$539,683	$388,217	$4,718,859	$151,466
2023	$214,809	$431,416	$4,567,393	$-216,607
2022	$1,139,485	$393,992	$4,784,000	$745,493
2021	$535,651	$392,658	$4,038,507	$142,993
2020	$377,797	$385,010	$3,895,514	$-7,213
2019	$470,520	$223,766	$3,902,727	$246,754
2018	$416,753	$318,990	$3,655,973	$97,763

JAMES C DULIN GOODWILL INDUSTRIES FUND C/O RICHARD H SCHOENFELD