GREYSTON FOUNDATION INC (EIN 133717310) - 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

1993

Legal Domicile

Principal Officer

ANDREW YU

Phone

9143763900

Tax Period

2023-01-01 to 2023-12-31

GREYSTON FOUNDATION INC, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $4.5M exceeded revenue, resulting in a 47% operating deficit.

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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 $2,125,554

Program Service Revenue $943,166

Investment Income $125

Other Revenue $2,801

TOTAL REVENUE $3,071,646

Expense Breakdown

Grants Paid $3,177

Salaries & Benefits $2,916,328

Fundraising Expenses $147,323

Program Expenses $2,835,954

Other Expenses $1,604,922

TOTAL EXPENSES $4,524,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,071,646	$5,501,576	-0.4%
Expenses	$4,524,427	$5,017,384	-0.1%
Net Income	$-1,452,781	$484,192	-4.0%

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

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

$490,297

Total Directors

$323,201

Key Employees

$191,498

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH D KENNER	PRESIDENT & CEO	32.00	Officer Director	$314,584	$8,617	$323,201
ANDREW YEARLEY	CHAIR	1.00	Officer Director	$0	$0	$0
JO SAUER	SECRETARY	1.00	Officer Director	$0	$0	$0
TY HOOKWAY	TREASURER	1.00	Officer Director	$0	$0	$0
JUSTIN AREST	DIRECTOR	1.00	Director	$0	$0	$0
AILEEN BURDICK	DIRECTOR	1.00	Director	$0	$0	$0
RAMI EFAL	DIRECTOR	1.00	Director	$0	$0	$0
DARRAH FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JOVE	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY LEE	DIRECTOR	1.00	Director	$0	$0	$0
GABRIELLE LESSER	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA MIRRIONE	DIRECTOR	1.00	Director	$0	$0	$0
CANDICE COOK SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
DR AUDREY TOMLINSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW YU	VP, FINANCE & OPS	32.00	Officer	$163,173	$3,923	$167,096
DR DOROTHY P JENNINGS	VP, STRATEGIC PROGRAMS	40.00	Key Emp	$184,172	$7,326	$191,498
DAISY PINERO	DIRECTOR OF ACCOUNTING	40.00	Highest	$134,527	$23,781	$158,308
SUSAN CROWE	DIRECTOR OF HR	40.00	Highest	$128,834	$38,658	$167,492
LUK MILICAJ	DIRECTOR OF IT	40.00	Highest	$118,151	$2,759	$120,910
MICHELLE MAHONEY	CASE MANAGER	40.00	Highest	$102,292	$21,573	$123,865
DAIL MOSES-TAYLOR	FORMER HCE	0.00		$200,000	$0	$200,000

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	$3,071,646	$4,524,427	$20,581,207	$-1,452,781
2022	$5,501,576	$5,017,384	$18,001,995	$484,192
2021	$5,912,916	$3,261,159	$20,164,285	$2,651,757
2020	$6,387,662	$2,669,844	$14,230,580	$3,717,818
2019	$2,654,583	$3,560,074	$9,804,422	$-905,491
2018	$3,669,642	$3,090,757	$10,247,428	$578,885

GREYSTON FOUNDATION INC