Green Tree School & Services (EIN 231513012) - 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

1960

Legal Domicile

Phone

2158660200

Tax Period

2023-07-01 to 2024-06-30

Green Tree School & Services, founded in 1960, is a mid-sized nonprofit in the Education sector that reported $12.1M in total revenue in fiscal year 2023. Expenses of $11.5M left a modest 5% surplus.

Mission

TO DISCOVER, DEVELOP, AND DELIVER OPPORTUNITIES TO CHILDREN WITH UNIQUE CHALLENGES AND ABILITIES TO ACHIEVE THEIR FULL POTENTIAL.

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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 $421,036

Program Service Revenue $11,633,392

Investment Income $0

Other Revenue $0

TOTAL REVENUE $12,054,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,087,237

Fundraising Expenses $0

Program Expenses $10,232,346

Other Expenses $6,415,903

TOTAL EXPENSES $11,503,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,054,428	$11,416,059	+0.1%
Expenses	$11,503,140	$10,910,364	+0.1%
Net Income	$551,288	$505,695	+0.1%

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

N/A

Employees

139

Volunteers

N/A

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

$1,761,278

Total Directors

$1,761,278

Key Employees

$198,922

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA SPIELBAUER	Senior VP - Operations, Director	0.3	Officer Director	$0	$411	$255,917
GREG HADDAD	Chief Financial Officer, Secretary	1.0	Officer Director	$0	$811	$456,067
JONATHAN BICKNELL	Chief Executive Officer, Chairman	40.0	Officer Director	$0	$411	$707,999
MATT VITALE	Chief Accounting Officer, Treasurer	0.3	Officer Director	$0	$811	$341,295
Dr Ashara Cashaw	Executive Director	40.0	Key Emp	$0	$14,479	$198,922

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
2025	No data	No data	No data	No data
2024	$12,054,428	$11,503,140	$6,540,101	$551,288
2023	$11,416,059	$10,910,364	$6,569,361	$505,695
2022	$9,938,081	$9,609,023	$1,053,917	$329,058
2021	$9,229,549	$8,888,786	$893,750	$340,763
2020	$10,185,131	$9,127,778	$2,705,017	$1,057,353
2019	$9,917,872	$9,010,403	$1,921,246	$907,469
2018	$8,974,612	$8,548,493	$1,362,725	$426,119

Green Tree School & Services