GOLDEN BEAR FOUNDATION (EIN 832598049) - 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

2018

Legal Domicile

Principal Officer

BEN DELICH

Phone

2187445465

Tax Period

2023-01-01 to 2023-12-31

GOLDEN BEAR FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $208K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $193K left a modest 7% surplus.

Mission

THE ORGANIZATION PROVIDES STUDENT SUPPORT FOR ARTS, ACADEMICS AND ATHLETICS THROUGH A GRANT PROCESS.

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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 $177,051

Program Service Revenue $0

Investment Income $0

Other Revenue $31,444

TOTAL REVENUE $208,495

Expense Breakdown

Grants Paid $188,483

Salaries & Benefits $0

Fundraising Expenses $179

Program Expenses $192,600

Other Expenses $4,475

TOTAL EXPENSES $192,958

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,495	$232,330	-0.1%
Expenses	$192,958	$299,559	-0.4%
Net Income	$15,537	$-67,229	-1.2%

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
PHILLIP DROBNICK	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN TROUTWINE	DIRECTOR	1.00	Director	$0	$0	$0
BEN DELICH	DIRECTOR	1.00	Director	$0	$0	$0
JON HOEL	DIRECTOR	1.00	Director	$0	$0	$0
GORDON COLDAGELLI	DIRECTOR	1.00	Director	$0	$0	$0
MARGIE KOIVUNEN	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PAZZELLI	DIRECTOR	1.00	Director	$0	$0	$0
JON LIIMATTA	DIRECTOR	1.00	Director	$0	$0	$0
BEN SAUKKO	DIRECTOR	1.00	Director	$0	$0	$0
LARA WESTBERG	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$208,495	$192,958	$73,771	$15,537
2022	$232,330	$299,559	$58,234	$-67,229
2021	$278,019	$254,751	$125,463	$23,268

GOLDEN BEAR FOUNDATION