THE GREENWICH HOSPITAL ENDOWMENT FUND INC (EIN 061526642) - 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

1998

Legal Domicile

Principal Officer

ARTHUR MARTINEZ

Phone

4758974155

Tax Period

2023-10-01 to 2024-09-30

THE GREENWICH HOSPITAL ENDOWMENT FUND INC, founded in 1998, is a mid-sized nonprofit in the Health Care sector that reported $10.7M in total revenue in fiscal year 2023. Revenue surged 244% from the prior year, signaling strong growth momentum. Net assets of $135.8M represent 152 months of operating reserves.

Mission

TO SOLICIT, RECEIVE, MAINTAIN, HOLD, MANAGE AND ADMINISTER ENDOWMENT FUNDS OF GREENWICH HOSPITAL.

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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 $5,662,748

Program Service Revenue $0

Investment Income $5,181,756

Other Revenue $-97,265

TOTAL REVENUE $10,747,239

Expense Breakdown

Grants Paid $11,225,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,225,000

Other Expenses $390,998

TOTAL EXPENSES $11,615,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,747,239	$3,121,812	+2.4%
Expenses	$11,615,998	$6,402,689	+0.8%
Net Income	$-868,759	$-3,280,877	-0.7%

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
PETER DAPUZZO	TRUSTEE	1.00	Director	$0	$0	$0
HANNAH STRASSER	TRUSTEE	1.00	Director	$0	$0	$0
GREG MARTINEZ	TRUSTEE	1.00	Director	$0	$0	$0
ANNE JUGE	TRUSTEE, TREASURER & SECRETARY	1.00	Officer Director	$0	$0	$0
ARTHUR MARTINEZ	TRUSTEE, PRESIDENT & CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL ANGELINI	TRUSTEE	1.00	Director	$0	$0	$0
ROB BERKLEY	TRUSTEE	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	$10,747,239	$11,615,998	$138,283,143	$-868,759
2023	$3,121,812	$6,402,689	$116,413,167	$-3,280,877
2022	$7,117,171	$5,896,456	$110,731,873	$1,220,715
2021	$8,819,418	$5,359,409	$137,715,157	$3,460,009
2020	$14,193,690	$5,111,969	$118,804,129	$9,081,721
2019	$13,436,079	$5,414,757	$98,624,871	$8,021,322
2018	$1,269,419	$7,917,863	$102,653,551	$-6,648,444

THE GREENWICH HOSPITAL ENDOWMENT FUND INC