THE GREEN-WOOD HISTORIC FUND INC (EIN 113450678) - 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

1997

Legal Domicile

Principal Officer

RICHARD J MOYLAN

Phone

7187887850

Tax Period

2023-01-01 to 2023-12-31

THE GREEN-WOOD HISTORIC FUND INC, founded in 1997, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.6M in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Mission

ARTS AND CULTURAL PROGRAMMING; ENVIRONMENT INITIATIVES; EDUCATIONAL PROGRAMMING; PRESERVING HISTORY; AND WORKFORCE DEVELOPMENT.

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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 $2,637,007

Program Service Revenue $899,245

Investment Income $27,531

Other Revenue $-1,960

TOTAL REVENUE $3,561,823

Expense Breakdown

Grants Paid $618,166

Salaries & Benefits $0

Fundraising Expenses $517,877

Program Expenses $2,463,527

Other Expenses $2,821,414

TOTAL EXPENSES $3,478,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,561,823	$5,972,002	-0.4%
Expenses	$3,478,030	$2,679,199	+0.3%
Net Income	$83,793	$3,292,803	-1.0%

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

300

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

$1,898,759

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER DAVIDSON	CHAIRMAN & DIRECTOR	2.00	Officer Director	$0	$0	$0
MERYL BREITBART	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL BROOKS	DIRECTOR	2.00	Director	$0	$0	$0
BEVIN CLINE	DIRECTOR	2.00	Director	$0	$0	$0
PAYSON COLEMAN	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN B CRAMER	DIRECTOR	2.00	Director	$0	$0	$0
NATHALIE PIERREPONT DANILOVICH	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE FELDMAN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HADDAD	DIRECTOR	2.00	Director	$0	$0	$0
KRYSTYNA HOUSER	DIRECTOR	2.00	Director	$0	$0	$0
KATHY KERIMAN-LEICHT	DIRECTOR	2.00	Director	$0	$0	$0
LARK-MARIE ANTON MENCHINI	DIRECTOR	2.00	Director	$0	$0	$0
REGINA MYER	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE NASIR	DIRECTOR	2.00	Director	$0	$0	$0
ELYSE SUZANNE NEWMAN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN T REDDICK	DIRECTOR	2.00	Director	$0	$0	$0
JIM ROSSMAN	DIRECTOR	2.00	Director	$0	$0	$0
RONALD G RUSSO ESQ	DIRECTOR	2.00	Director	$0	$0	$0
CARLA P SHEN	DIRECTOR	2.00	Director	$0	$0	$0
SAM SIFTON	DIRECTOR	2.00	Director	$0	$0	$0
ALEXNADRA SWEENEY	DIRECTOR	2.00	Director	$0	$0	$0
EARL D WEINER	DIRECTOR	2.00	Director	$0	$0	$0
RUDY WYNTER	DIRECTOR	2.00	Director	$0	$0	$0
SAMUEL G WHITE	DIRECTOR	2.00	Director	$0	$0	$0
ADRIAN BENEPE	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD J MOYLAN	PRESIDENT	5.00	Officer	$0	$222,052	$628,470
ARLENE BASCOM	VP & COMPTROLLER	5.00	Officer	$0	$27,376	$263,512
ARTHUR PRESSON	VP OF DESIGN & LANDSCAPE	5.00	Officer	$0	$85,267	$248,135
LISA ALPERT	VP. DEVELOPMENT	35.00	Officer	$0	$65,158	$231,636
ERIC BARNA	VP OF OPERATIONS	5.00	Officer	$0	$27,617	$201,484
SARA DURKACS	CORPORATE SECRETARY	5.00	Officer	$0	$6,423	$161,049
HARRY WEIL	VP PROGAMS/EDUCATION	40.00	Officer	$0	$7,348	$164,473
SONIA BENNETT	CHIEF ACCOUNTANT	5.00	Highest	$0	$18,871	$177,094
FRANK MORELLI	PLANT & FACILITIES MANAGER	5.00	Highest	$0	$16,677	$143,062
JEFFREY RICHMAN	HISTORIAN	40.00	Highest	$0	$25,667	$155,990
JOHN ARGENZIANO	CHIEF OF SECURITY	5.00	Highest	$0	$6,026	$116,965

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	No data	No data	No data	No data
2023	$3,561,823	$3,478,030	$2,194,932	$83,793
2022	$5,972,002	$2,679,199	$1,576,282	$3,292,803
2021	$1,895,895	$2,324,864	$1,529,994	$-428,969
2020	$1,142,657	$1,765,357	$1,330,745	$-622,700
2019	$1,354,658	$2,863,389	$1,601,738	$-1,508,731
2018	$3,401,956	$3,631,797	$2,053,704	$-229,841

THE GREEN-WOOD HISTORIC FUND INC