GOLISANO BUSINESS COE INC (EIN 883327187) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

2022

Legal Domicile

Principal Officer

IAN J MORTIMER

Phone

5853401200

Tax Period

2024-07-01 to 2025-06-30

GOLISANO BUSINESS COE INC, founded in 2022, is a mid-sized nonprofit in the Education sector that reported $14.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $12.1M left a modest 14% surplus.

Mission

GOLISANO INSTITUTE FOR BUSINESS & ENTREPRENEURSHIP EMPOWERS INDIVIDUALS TO BECOME ENTREPRENEUIALLY-MINDED OWNERS OF THEIR PERSONAL SUCCESS, SOUGHT-AFTER CONTRIBUTORS TO THEIR EMPLOYERS, AND DRIVERS OF REGIONAL ECONOMIC GROWTH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,113,300

Program Service Revenue $927,008

Investment Income $12,353

Other Revenue $99,016

TOTAL REVENUE $14,151,677

Expense Breakdown

Grants Paid $466,027

Salaries & Benefits $5,850,356

Fundraising Expenses $0

Program Expenses $3,783,088

Other Expenses $5,788,220

TOTAL EXPENSES $12,104,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,151,677	$13,016,581	+0.1%
Expenses	$12,104,603	$8,604,253	+0.4%
Net Income	$2,047,074	$4,412,328	-0.5%

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

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

$1,215,886

Total Directors

$409,539

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IAN J MORTIMER	PRESIDENT	40.00	Officer Director	$395,097	$14,442	$409,539
MATTHEW RAY	DIRECTOR	10.00	Director	$0	$0	$0
LAWRENCE QUINN	DIRECTOR	1.00	Director	$0	$0	$0
B THOMAS GOLISANO	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER GOODBODY	DIRECTOR	1.00	Director	$0	$0	$0
EFRAIN RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DAN TESSONI	DIRECTOR	1.00	Director	$0	$0	$0
DALE TWARDOKUS	DIRECTOR	1.00	Director	$0	$0	$0
LISA KREIENBERG	CHIEF MARKETING OFFICER	40.00	Officer	$214,823	$14,337	$229,160
JOHN MORDACI	VP PARTNERSHIPS	40.00	Officer	$173,214	$330	$173,544
JAMARR MYERS	COO	40.00	Officer	$176,231	$12,432	$188,663
SCOTT BAKER	CHIEF ACADEMIC OFFICER	40.00	Officer	$200,538	$14,442	$214,980
HEATHER F MIDDLEBROOK	ASSOCIATE VICE PRESIDENT F	40.00	Highest	$148,677	$165	$148,842
ANDREW MORRIS	ASSOCIATE VICE PRESIDENT F	40.00	Highest	$162,312	$0	$162,312

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	$14,151,677	$12,104,603	$22,092,804	$2,047,074
2024	$13,016,581	$8,604,253	$19,856,539	$4,412,328
2023	$17,567,103	$2,785,047	$15,807,741	$14,782,056

GOLISANO BUSINESS COE INC