THE GOODEN SCHOOL (EIN 952975420) - 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

1975

Legal Domicile

Principal Officer

JO-ANNE WOOLNER

Phone

6263552410

Tax Period

2023-09-01 to 2024-08-31

THE GOODEN SCHOOL, founded in 1975, is a community nonprofit in the Education sector that reported $4.8M in total revenue in fiscal year 2023.

Mission

THE GOODEN SCHOOL INSPIRES STUDENTS TO BE INTELLECTUALLY CURIOUS AND RESILIENT WHILE PREPARING THEM TO LEAD LIVES OF KINDNESS, INTEGRITY, AND RESPECT.

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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 $451,563

Program Service Revenue $4,270,724

Investment Income $66,796

Other Revenue $2,613

TOTAL REVENUE $4,791,696

Expense Breakdown

Grants Paid $364,085

Salaries & Benefits $2,861,682

Fundraising Expenses $414,195

Program Expenses $3,875,214

Other Expenses $1,533,037

TOTAL EXPENSES $4,758,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,791,696	$4,933,134	0.0%
Expenses	$4,758,804	$4,521,351	+0.1%
Net Income	$32,892	$411,783	-0.9%

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

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

$250,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM CHRISTOPHER	TRUSTEE	2.00	Director	$0	$0	$0
LINDSAY GEORGE	TRUSTEE	2.00	Director	$0	$0	$0
JANN LACOSS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID LEE	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JOHN MOOREHEAD	TRUSTEE	2.00	Director	$0	$0	$0
CATHY HEFLIN BANDET	TRUSTEE UNTIL 06/2024	2.00	Director	$0	$0	$0
YUE AUYOUNG	TRUSTEE	2.00	Director	$0	$0	$0
SONIA STREET	TRUSTEE	2.00	Director	$0	$0	$0
DEBORAH AWAI	TRUSTEE UNTIL 06/2024	2.00	Director	$0	$0	$0
ROBERT LEMOINE	TRUSTEE	2.00	Director	$0	$0	$0
JANE PARK	SECRETARY	2.00	Officer Director	$0	$0	$0
LELAND SHEPHERD	TRUSTEE	2.00	Director	$0	$0	$0
ALAN WATSON	TRUSTEE	2.00	Director	$0	$0	$0
RAY BRIGGS	TRUSTEE UNTIL 12/2023	2.00	Director	$0	$0	$0
ANNA HASBUN	TRUSTEE	2.00	Director	$0	$0	$0
JORDAN LOPEZ	TRUSTEE	2.00	Director	$0	$0	$0
CORINA MADILIAN	TRUSTEE	2.00	Director	$0	$0	$0
RANDY STRAIT	TRUSTEE	2.00	Director	$0	$0	$0
GINGER UMUTYAN	TRUSTEE UNTIL 06/2024	2.00	Director	$0	$0	$0
RICHARD HOFER	TRUSTEE	2.00	Director	$0	$0	$0
DAISY LEUNG	TREASURER	2.00	Officer Director	$0	$0	$0
KRIS LOWE	TRUSTEE	2.00	Director	$0	$0	$0
JO-ANNE WOOLNER	HEAD OF SCHOOL	40.00	Officer	$200,000	$50,800	$250,800
LAURIE TORTELL	ASST. HEAD OF SCHOOL	40.00	Highest	$144,584	$31,644	$176,228

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	$4,791,696	$4,758,804	$8,209,125	$32,892
2023	$4,933,134	$4,521,351	$7,886,358	$411,783
2022	$4,655,269	$4,497,025	$6,933,798	$158,244
2021	$3,897,708	$3,943,833	$6,920,581	$-46,125
2020	$3,462,413	$3,833,767	$6,576,684	$-371,354
2019	$3,579,948	$4,115,667	$6,028,899	$-535,719
2018	$3,401,398	$3,331,669	$6,522,145	$69,729

THE GOODEN SCHOOL