GREEN ENVELOPE FUND (EIN 237135890) - 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

1955

Legal Domicile

Principal Officer

JOHN FITTON

Tax Period

2025-01-01 to 2025-12-31

GREEN ENVELOPE FUND, founded in 1955, is a small nonprofit that reported $256K in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $235K left a modest 8% surplus.

Mission

PROVIDE FINANCIAL SUPPORT DURING THE HOLIDAY SEASON

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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 (2025)

Revenue Breakdown

Contributions & Grants $256,136

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $256,136

Expense Breakdown

Grants Paid $226,389

Salaries & Benefits $0

Fundraising Expenses $4,020

Program Expenses $226,389

Other Expenses $8,170

TOTAL EXPENSES $234,559

Year-over-Year Comparison

	2025	2024	Change
Revenue	$256,136	$205,601	+0.2%
Expenses	$234,559	$199,150	+0.2%
Net Income	$21,577	$6,451	+2.3%

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
MARY ELLEN BENA	Director	2.00	Director	$0	$0	$0
LYNNE RUSSELL	COPRESIDENT	4.00	Officer Director	$0	$0	$0
LIZ HOGAN	Director	2.00	Director	$0	$0	$0
JOAN ROY	Director	2.00	Director	$0	$0	$0
LAURA PRENTISS	COTREASURER	4.00	Officer Director	$0	$0	$0
OLIVIA MAGGI	Director	2.00	Director	$0	$0	$0
PAT EINFALT	Director	2.00	Director	$0	$0	$0
JOHN FITTON	COPRESIDENT	4.00	Officer Director	$0	$0	$0
TRINA LOVERCHECK	Director	2.00	Director	$0	$0	$0
CAROL HUBENTHAL	Director	2.00	Director	$0	$0	$0
ARNE LIM	Director	2.00	Director	$0	$0	$0
ELIZABETH MORAGNE	Director	2.00	Director	$0	$0	$0
NICOLE THOM	Director	2.00	Director	$0	$0	$0
LOUISE VALENTE	Director	2.00	Director	$0	$0	$0
JODI SCHERER	Director	2.00	Director	$0	$0	$0
JOAN SCHERER	Director	2.00	Director	$0	$0	$0
CINDY TRAUM	COVICEPRESIDENT	4.00	Officer 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
2025	$256,136	$234,559	$63,031	$21,577
2024	No data	No data	No data	No data
2022	$235,282	$259,897	$28,898	$-24,615
2021	$216,541	$184,887	$73,809	$31,654

GREEN ENVELOPE FUND