GOODWILL INDUSTRIES OF THE VALLEYS INC (EIN 540884014) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

RICHMOND J VINCENT JR

Phone

5405810620

Tax Period

2023-01-01 to 2023-12-31

GOODWILL INDUSTRIES OF THE VALLEYS INC, founded in 1970, is a mid-sized nonprofit in the Employment sector that reported $20.5M in total revenue in fiscal year 2018. Revenue decreased 16% compared to the prior year. Expenses of $17.8M left a modest 13% surplus.

Mission

THROUGH THE WORK OF GOODWILL, PEOPLE WILL HAVE THE OPPORTUNITY TO ACHIEVE THEIR GREATEST POTENTIAL.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,774,005

Program Service Revenue $7,392,567

Investment Income $-430,078

Other Revenue $5,565,763

TOTAL REVENUE $19,302,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,188,229

Fundraising Expenses $331,018

Program Expenses $10,173,402

Other Expenses $6,609,029

TOTAL EXPENSES $19,797,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,302,257	$14,719,779	+0.3%
Expenses	$19,797,258	$19,071,771	+0.0%
Net Income	$-495,001	$-4,351,992	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

515

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

$2,384,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW CHURCHILL	CHAIR	1.00	Officer Director	$0	$0	$0
AARON BOUSH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN WOOD	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH BRADNEY	DIRECTOR	1.00	Director	$0	$0	$0
CURTIS BURCHETT	DIRECTOR	1.00	Director	$0	$0	$0
LISA CLAUSE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FINNEY	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL GATZKE	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA UMBERGER	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY LEE	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY LONGSHORE	TREASURER	1.00	Officer Director	$0	$0	$0
GLORIA MANNS	DIRECTOR	1.00	Director	$0	$0	$0
SAM WORTHINGTON	DIRECTOR	1.00	Director	$0	$0	$0
AUTUMN VISSER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELIA VERNON	DIRECTOR	1.00	Director	$0	$0	$0
LORI CAULEY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA LUPIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PROVO	DIRECTOR	1.00	Director	$0	$0	$0
RICHMOND VINCENT	PRESIDENT & CEO	40.00	Officer	$275,671	$22,973	$298,644
JACKSON G GREEN	CHIEF FINANCIAL OFFICER	40.00	Officer	$198,318	$20,410	$218,728
RACHEL PUTNAM	CHIEF STRATEGY, PEOPLE OFF	40.00	Officer	$175,100	$12,796	$187,896
MINDY BOYD	CHIEF OPERATIONS OFFICER	1.00	Officer	$0	$12,779	$214,785
BRENDA MOORE	CHIEF INFORMATION OFFICER	40.00	Officer	$201,083	$10,800	$211,883
STEPHANIE SMOOT	VICE PRESIDENT	40.00	Officer	$104,186	$12,724	$116,910
STEPHANIE HOER	VICE PRESIDENT	40.00	Officer	$136,832	$13,450	$150,282
BRANDY TABOR	VICE PRESIDENT	40.00	Officer	$111,494	$9,618	$121,112
PHILLIP FRENCH	VICE PRESIDENT	40.00	Officer	$134,025	$4,711	$138,736
CHRIS CONNER	VICE PRESIDENT	40.00	Officer	$119,076	$13,327	$132,403
ZENITH BARRETT	VICE PRESIDENT	40.00	Officer	$109,396	$14,670	$124,066
JIM FORER	VICE PRESIDENT	1.00	Officer	$0	$4,947	$150,161
MARY ANN GILMER	CHIEF EXTERNAL AFFAIRS OFFICER	40.00	Officer	$176,658	$5,277	$181,935
DONNA STUCKER	CHIEF PHILANTHROPY OFFICER	40.00	Officer	$128,648	$8,573	$137,221
SHARON HODGES	DIRECTOR OF RE & ASSET MGMT	40.00	Highest	$101,383	$3,683	$105,066

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	No data	No data	No data	No data
2023	$19,302,257	$19,797,258	$66,146,209	$-495,001
2022	$14,719,779	$19,071,771	$62,154,379	$-4,351,992
2021	$17,146,868	$18,353,709	$51,978,727	$-1,206,841
2020	$28,530,557	$15,998,455	$50,741,469	$12,532,102
2019	$19,234,034	$18,040,308	$41,647,552	$1,193,726
2018	$20,506,633	$17,763,988	$38,634,064	$2,742,645

GOODWILL INDUSTRIES OF THE VALLEYS INC