Goodwill Industries of Southern AZ Inc (EIN 860223401) - 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

1969

Legal Domicile

Principal Officer

Elizabeth Gulick

Phone

5206235174

Tax Period

2024-07-01 to 2025-06-30

Goodwill Industries of Southern AZ Inc, founded in 1969, is a mid-sized nonprofit that reported $45.6M in total revenue in fiscal year 2024. Expenses of $43.6M left a modest 4% surplus.

Mission

GISA provides jobs and training for people to gain skills and achieve independence.

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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 $42,545,097

Program Service Revenue $0

Investment Income $538,296

Other Revenue $2,473,710

TOTAL REVENUE $45,557,103

Expense Breakdown

Grants Paid $192,752

Salaries & Benefits $26,248,123

Fundraising Expenses $0

Program Expenses $38,958,254

Other Expenses $17,118,345

TOTAL EXPENSES $43,559,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,557,103	$44,234,705	+0.0%
Expenses	$43,559,220	$40,717,748	+0.1%
Net Income	$1,997,883	$3,516,957	-0.4%

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

1161

Volunteers

100

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

$1,103,027

Total Directors

Key Employees

$231,284

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Vance Falbaum	Member	1.00	Director	$0	$0	$0
Cedar Stagner Kile	Member	1.00	Director	$0	$0	$0
Julie Nielsen	Member	1.00	Director	$0	$0	$0
Rita Stubbs	Member	1.00	Director	$0	$0	$0
James Wertheimer	Member	1.00	Director	$0	$0	$0
Jim Zarling	Member	1.00	Director	$0	$0	$0
Ron Robinette	Chairman	1.00	Officer Director	$0	$0	$0
Linda Matson	Vice Chairman	1.00	Officer Director	$0	$0	$0
Dan Talerico	Treasurer	1.00	Officer Director	$0	$0	$0
Vivian Egbert	Secretary	1.00	Officer Director	$0	$0	$0
Elizabeth Gulick	Co-President/CEO	40.00	Officer	$407,624	$20,782	$428,406
Lisa Allen	Co-President/CEO	40.00	Officer	$408,762	$15,755	$424,517
Klaudia Brace	CFO	40.00	Officer	$239,197	$10,907	$250,104
Erich Schmidt	Executive VP, Operations	40.00	Key Emp	$201,432	$29,852	$231,284
Kevin Cunningham	VP, Retail	40.00	Highest	$179,588	$12,396	$191,984
Warren Young	Chief Information Officer	40.00	Highest	$192,003	$16,301	$208,304
James Burke	Director, Safety	40.00	Highest	$139,859	$12,465	$152,324
Lance Meeks	VP, Community Engagement	40.00	Highest	$142,893	$10,996	$153,889
Matthew Flores	Director, Marketing	40.00	Highest	$132,590	$13,233	$145,823

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	$45,557,103	$43,559,220	$61,357,744	$1,997,883
2024	$44,234,705	$40,717,748	$59,094,768	$3,516,957
2023	$42,758,954	$37,786,940	$45,940,429	$4,972,014
2022	$36,636,720	$32,151,840	$28,362,518	$4,484,880
2022	$36,636,722	$32,151,842	$28,362,518	$4,484,880
2021	$33,076,800	$28,066,484	$17,754,673	$5,010,316
2020	$27,371,472	$27,599,672	$15,025,728	$-228,200
2019	$29,363,553	$28,205,430	$12,797,686	$1,158,123
2018	$27,181,248	$26,276,013	$11,760,398	$905,235

Goodwill Industries of Southern AZ Inc