AT HOME IN GREENWICH INC (EIN 261266170) - 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

2007

Legal Domicile

Phone

2034222342

Tax Period

2024-07-01 to 2025-06-30

AT HOME IN GREENWICH INC, founded in 2007, is a small nonprofit in the Human Services sector that reported $406K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 27% operating margin.

Mission

PROVIDES GREENWICH RESIDENTS PROFESSIONAL GUIDANCE TO MEET LIFE'S CHALLENGES AND LIVE CONFIDENTLY IN THEIR OWN HOMES AS THEY GROW OLD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $283,441

Program Service Revenue $0

Investment Income $36,529

Other Revenue $85,892

TOTAL REVENUE $405,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,390

Fundraising Expenses $0

Program Expenses $196,598

Other Expenses $114,531

TOTAL EXPENSES $297,921

Year-over-Year Comparison

	2024	2023	Change
Revenue	$405,862	$323,822	+0.3%
Expenses	$297,921	$301,772	0.0%
Net Income	$107,941	$22,050	+3.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARV BERENBLUM	President	4.00	Director	$0	$0	$0
MARY LOU CARRAHER	Director	1.00	Director	$0	$0	$0
MARYLIN CHOU	Director	3.00	Director	$0	$0	$0
LORI ANN CONTADINO	Director	2.00	Director	$0	$0	$0
SAM DEIBLER	Secretary	2.00	Director	$0	$0	$0
ELIZABETH K KRUMEICH ESQ	Vice President	3.00	Director	$0	$0	$0
MICHELLE BELTRANO ESQ	Director	1.00	Director	$0	$0	$0
MONICA RODRIGUEZ ESQ	Director	1.00	Director	$0	$0	$0
BILL GRAD	Treasurer	2.00	Director	$0	$0	$0
TED HERMAN	Director	2.00	Director	$0	$0	$0
DIANE JENNINGS	Director	5.00	Director	$0	$0	$0
KRISTEN KRATKY	Director	3.00	Director	$0	$0	$0
JENNIFER KRUPER	Director	3.00	Director	$0	$0	$0
SUSAN NESS	Director	1.00	Director	$0	$0	$0
MARY POWERS	Director	2.00	Director	$0	$0	$0
JOY RENDAHL	Vice President	2.00	Director	$0	$0	$0
BOB SLOANE	Director	1.00	Director	$0	$0	$0
KEVILLE TOMASSON	Director	2.00	Director	$0	$0	$0
MARK ZIMMERMAN	Director	2.00	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
2025	$405,862	$297,921	$880,357	$107,941
2024	$323,822	$301,772	$735,429	$22,050
2023	$305,088	$277,018	$684,803	$28,070
2022	$194,863	$250,882	$644,328	$-56,019
2021	$435,534	$212,880	$705,962	$222,654

AT HOME IN GREENWICH INC