New York · Nonprofit
Goalsetter Foundation Inc
Goalsetter Foundation Inc (New York) receives grants from 16 organizations whose IRS filings report $3,833,720 to it, the largest being EDWARD JONES FOUNDATION ($1,700,000). 2 of them have funded it in more than one year.
- Revenue FY2024
- $3.1M
- Funders on record
- 16
- Grants received
- $3.8M
- Net assets
- $2.3M
What Goalsetter Foundation Inc does
Mission
The Goalsetter Foundation is committed to ensuring that every kid in America knows that they are worthy of wealth, and teaching them how to build it.
As stated on its FY2024 Form 990.
Program
Education Partnerships The Goalsetter Foundation partner with corporations & foundations to secure funding for the implementation of Goalsetter Classroom in school districts across the country. With the proper funding, and agreement of school district(s), access to the Goalsetter App for an agreed upon term can also be offered to participating students and their families. Additionally, depending on the contract terms, students may receive stock in their Goalsetter [Gold] Investment account.
$3,514,814 spent$3,058,292 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $3,514,814.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $100k to $1.9M (+1769%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
100% of Goalsetter Foundation Inc’s revenue is contributions — more reliant on donations than three-quarters of its peers (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 5 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2021 → 2023: the base narrowed from 9 funders to 2 funders, grant income rose $278k → $1.6M.
5 of 16 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 25% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of Goalsetter Foundation Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Goalsetter Foundation Inc leans on a few funders — its largest provides 44% of grant income and the top three 77%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
29% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Goalsetter Foundation Inc.
Largest funder’s share by year: 2021 36% · 2022 100% · 2023 50% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
Goalsetter Foundation Inc draws 97% of its grant income from funders outside New York, across 8 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $952k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
Goalsetter Foundation Inc has grown faster than three-quarters of the 2,910 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 2,910 philanthropy nonprofits $1M–$10M, FY2024
Organizations like Goalsetter Foundation Inc
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In New York
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
99% of spending goes to programs.
Governance
Public support
71%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 2 related entities
- Goalsetter Advisors LLC · disregarded
- Students of Wealth Inc · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for Goalsetter Foundation Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Goalsetter Foundation Inc?
- Goalsetter Foundation Inc (New York) receives grants from 16 organizations whose IRS filings report $3,833,720 to it, the largest being EDWARD JONES FOUNDATION ($1,700,000). 2 of them have funded it in more than one year.
- How many funders does Goalsetter Foundation Inc have?
- IRS filings report 16 organizations giving $3,833,720 in grants to Goalsetter Foundation Inc, 2 of which have funded it in more than one year.
- Who is the largest funder of Goalsetter Foundation Inc?
- EDWARD JONES FOUNDATION is the largest funder on record, with $1,700,000 in grants. The full list of funders is on this page.
- How can an organization like Goalsetter Foundation Inc find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in New York. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2020–2024), and the filings of 16 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing