The Greg Wolf Fund Inc (EIN 202192754) - 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

2005

Legal Domicile

Phone

9176267421

Tax Period

2023-01-01 to 2023-12-31

The Greg Wolf Fund Inc, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $118K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $82K, a strong 70% operating margin.

Mission

BENEFITS RESEARCH PROGRAMS SUPPORTING LEUKEMIA PATIENTS AND TO PROVIDE DIRECT SUPPORT TO YOUNG CANCER PATIENTS AND THEIR FAMILIES.

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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 $27,592

Program Service Revenue $0

Investment Income $14,190

Other Revenue $76,038

TOTAL REVENUE $117,820

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $10,837

TOTAL EXPENSES $35,837

Year-over-Year Comparison

	2023	2022	Change
Revenue	$117,820	$157,824	-0.3%
Expenses	$35,837	$705,769	-0.9%
Net Income	$81,983	$-547,945	-1.1%

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
GEORGE J WOLF JR	PRES & CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARGUERITE D WOLF	VP & DIRECTOR	2.00	Officer Director	$0	$0	$0
KRISTIN D GILLESPIE	VP & DIRECTOR	1.00	Officer Director	$0	$0	$0
KATHLEEN D NEDL	TreasURER & DIR	1.00	Officer Director	$0	$0	$0
HARVEY S FEUERSTEIN	Director	1.00	Director	$0	$0	$0
SUSANNE M FULLAM	Director	1.00	Director	$0	$0	$0
KELLY DELANEY SOTO	Secretary & DIR	1.00	Officer Director	$0	$0	$0
LUCI M HARP	Director	1.00	Director	$0	$0	$0
G JOSEPH WOLF III	VP & DIRECTOR	1.00	Officer Director	$0	$0	$0
ANN D OSWALD	Director	1.00	Director	$0	$0	$0
DANIEL J GALLAGHER	VP & DIRECTOR	1.00	Officer Director	$0	$0	$0
WILLIAM W RENSHAW	Director	1.00	Director	$0	$0	$0
JOSEPH F DELANEY III	Director	1.00	Director	$0	$0	$0
MAURA D WOLF	VP & DIRECTOR	1.00	Officer Director	$0	$0	$0
JOEL ALTOBELLO	Director	1.00	Director	$0	$0	$0
RONALD J LEVINE	Director	1.00	Director	$0	$0	$0
T ANDREW LISTER MD	Director	1.00	Director	$0	$0	$0
FRANK R MCLANE	Director	1.00	Director	$0	$0	$0
LOU SWITZER	Director	1.00	Director	$0	$0	$0
KYLE D CLOMAN	Director	1.00	Director	$0	$0	$0
EDWARD A STADTMAUER MD	Director	1.00	Director	$0	$0	$0
JOHN GREED	Director	1.00	Director	$0	$0	$0
JAMES DEVER	Director	1.00	Director	$0	$0	$0
ANGELA GIOVINE	Director	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	No data	No data	No data	No data
2023	$117,820	$35,837	$972,550	$81,983
2022	$157,824	$705,769	$884,743	$-547,945
2021	$187,594	$50,672	$1,432,688	$136,922
2020	$87,892	$134,931	$1,265,081	$-47,039
2019	$176,051	$135,764	$1,210,345	$40,287
2018	$264,786	$103,258	$1,107,476	$161,528
2017	$150,049	$83,037	$1,164,814	$67,012

The Greg Wolf Fund Inc