EASTERSEALS - GOODWILL NORTHERN RO… - Form 990 Financial Data

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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

1947

Legal Domicile

Principal Officer

MARK SHERMAN

Phone

4067613680

Tax Period

2023-09-01 to 2024-08-31

EASTERSEALS - GOODWILL NORTHERN ROCKY MOUNTAIN INC, founded in 1947, is a major nonprofit that reported $104.2M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $96.3M left a modest 8% surplus.

Mission

ESGW PROVIDED DIRECT SERVICES TO 4,593 INDIVIDUALS IN FY24 IN MT, ID, OR, UT AND WY VIA WORKFORCE DEVELOPMENT, CLINICAL, CHILDREN'S, AND DISABILITY SERVICES. GOODWILL STORES PROVIDE EMPLOYMENT FOR PEOPLE FROM ALL WALKS OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $82,517,090 Revenue: $64,198,851

TRAINING AND PROVIDING JOBS TO DISABLED AND DISADVANTAGED THROUGH GOODWILL OPERATIONS. VOCATIONAL EVALUATION AND TRAINING SERVICES FOR DISABLED AND DISADVANTAGED. PROVIDED DIRECT SERVICES TO 3,778...

TRAINING AND PROVIDING JOBS TO DISABLED AND DISADVANTAGED THROUGH GOODWILL OPERATIONS. VOCATIONAL EVALUATION AND TRAINING SERVICES FOR DISABLED AND DISADVANTAGED. PROVIDED DIRECT SERVICES TO 3,778 INDIVIDUALS.

Program 2

Expenses: $5,587,217 Revenue: $6,633,442

DIRECT SERVICES - HOME HEALTH CARE, MEDICAL SERVICES FOR ELDERLY AND DISABLED. PROVIDED DIRECT SERVICES TO 815 INDIVIDUALS.

Program 3

Expenses: $583,260 Revenue: $20,050

PUBLIC HEALTH EDUCATION - INFORMATION, REFERRAL, ATTITUDE AWARENESS AND SUPPORT GROUPS FOR PEOPLE WITH DISABILITIES.

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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 $31,537,643

Program Service Revenue $70,382,765

Investment Income $1,621,673

Other Revenue $671,510

TOTAL REVENUE $104,213,591

Expense Breakdown

Grants Paid $37,358

Salaries & Benefits $46,561,225

Fundraising Expenses $328,248

Program Expenses $88,707,014

Other Expenses $49,743,141

TOTAL EXPENSES $96,341,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,213,591	$92,720,685	+0.1%
Expenses	$96,341,724	$86,764,089	+0.1%
Net Income	$7,871,867	$5,956,596	+0.3%

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

2328

Volunteers

207

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

$1,003,887

Total Directors

Key Employees

$196,222

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARA PICCONO	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
SCOTT KNUTSON	IMMEDIATE PAST BOARD CHAIR	2.00	Officer Director	$0	$0	$0
STELLA OSSELLO BURKE	1ST VICE CHAIR	2.00	Officer Director	$0	$0	$0
TAUSHA STOLL	2ND VICE CHAIR/TREASURER	2.00	Officer Director	$0	$0	$0
STEVE BAGGERLY	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN BURKE	BOARD MEMBER	2.00	Director	$0	$0	$0
WAYNE DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
DJ FULLER	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIN FURR	BOARD MEMBER	2.00	Director	$0	$0	$0
BRUCE GARBER	BOARD MEMBER	2.00	Director	$0	$0	$0
GREG GOINS	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA GOLDHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
WHITNEY HAYDEN	BOARD MEMBER	2.00	Director	$0	$0	$0
DEB PORCARELLI	BOARD MEMBER	2.00	Director	$0	$0	$0
NIKI SWAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE BELKNAP	FORMER PRESIDENT/CEO (THRU 3/24)	55.00	Officer	$418,624	$48,895	$467,519
MARK SHERMAN	PRESIDENT/CEO	55.00	Officer	$210,218	$16,543	$226,761
JOHN MARTIN	CHIEF LEGAL OFFICER/SECRETARY	55.00	Officer	$157,324	$14,265	$171,589
SASHA CARD	CHIEF FINANCIAL OFFICER	55.00	Officer	$134,893	$3,125	$138,018
WILLIAM COLLINS	CHIEF RETAIL & SYSTEMS OFFICER	55.00	Key Emp	$180,468	$15,754	$196,222
KALSEY ANDERSON	VP OF PEOPLE SERVICES	55.00	Highest	$126,054	$13,156	$139,210
LEE MANWARING	VP OF RETAIL OPERATIONS	55.00	Highest	$125,373	$13,093	$138,466
ROXANNE KLOSE	VP OF PROGRAMS	55.00	Highest	$123,229	$12,890	$136,119
LAURA SCHULTZ	VP OF DEVELOPMENT	55.00	Highest	$128,098	$5,258	$133,356
DESTRY ESKEW	VP OF ORGANIZATIONAL PROJECTS & BUSINESS DEVELOPME	55.00	Highest	$129,759	$3,047	$132,806

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	$104,213,591	$96,341,724	$112,643,239	$7,871,867
2023	$92,720,685	$86,764,089	$91,318,287	$5,956,596
2022	$88,234,000	$76,148,919	$61,712,487	$12,085,081
2021	$75,607,510	$69,369,147	$56,541,472	$6,238,363
2020	$66,316,466	$64,203,701	$42,488,905	$2,112,765
2019	$70,229,103	$68,057,834	$39,901,573	$2,171,269

EASTERSEALS - GOODWILL NORTHERN ROCKY MOUNTAIN INC