Greater Horizons (EIN 200849590) - 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

2004

Legal Domicile

Phone

8168420944

Tax Period

2023-01-01 to 2023-12-31

Greater Horizons, founded in 2004, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $890.4M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Net assets of $1.8B represent 24 months of operating reserves.

Mission

Greater Horizons provides a comprehensive platform of charitable tools and philanthropic giving vehicles, specializing in donor-advised funds, accepting complex asset gifts and assisting donors with strategic giving.

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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 $810,976,441

Program Service Revenue $0

Investment Income $79,465,963

Other Revenue $-62,079

TOTAL REVENUE $890,380,325

Expense Breakdown

Grants Paid $919,031,848

Salaries & Benefits $0

Fundraising Expenses $441,141

Program Expenses $929,425,456

Other Expenses $18,812,041

TOTAL EXPENSES $937,843,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$890,380,325	$608,706,300	+0.5%
Expenses	$937,843,889	$406,566,754	+1.3%
Net Income	$-47,463,564	$202,139,546	-1.2%

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

$791,207

Total Directors

$524,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR/TREASURER	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR/PRESIDENT	20.0	Officer Director	$0	$55,226	$524,154
N/A	DIRECTOR/VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR/SECRETARY	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR/CHAIR	1.0	Officer Director	$0	$0	$0
N/A	DIRECTOR	1.0	Director	$0	$0	$0
N/A	ASSISTANT SECRETARY	20.0	Officer	$0	$21,622	$267,053

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	$890,380,325	$937,843,889	$2,065,376,955	$-47,463,564
2022	$608,706,300	$406,566,754	$1,998,101,350	$202,139,546
2021	$676,018,303	$444,014,065	$2,098,543,244	$232,004,238
2020	$502,654,342	$303,637,909	$1,654,842,327	$199,016,433
2019	$361,566,026	$236,356,112	$1,366,583,482	$125,209,914
2018	$353,945,159	$164,815,996	$1,084,480,172	$189,129,163

Greater Horizons