Greenwood Tree (EIN 273237849) - 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

2009

Legal Domicile

Principal Officer

SIMONE WHITE

Phone

3604883410

Tax Period

2022-07-01 to 2023-06-30

Greenwood Tree, founded in 2009, is a small nonprofit in the Education sector that reported $370K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year. Expenses of $353K left a modest 5% surplus.

Mission

We are a homeschool enrichment cooperative that offers child-centered educational experiences grounded in rhythmic, seasonally driven curricula for classes ranging from early childhood education through middle school age. We incorporate a hands-on, experiential learning approach that takes into account each child's developmental process and encourages internally motivated discovery.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,425

Program Service Revenue $241,394

Investment Income $246

Other Revenue $124,237

TOTAL REVENUE $370,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $249,224

Fundraising Expenses $0

Program Expenses $318,891

Other Expenses $103,601

TOTAL EXPENSES $352,825

Year-over-Year Comparison

	2022	2021	Change
Revenue	$370,302	$442,442	-0.2%
Expenses	$352,825	$448,330	-0.2%
Net Income	$17,477	$-5,888	-4.0%

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
SIMONE WHITE	Treasurer	15.00	Officer Director	$0	$0	$0
CONRAD KLOC	President	10.00	Officer Director	$0	$0	$0
Gretchen Kyle	Secretary	15.00	Officer Director	$0	$0	$0
Emily Schiff	Trustee	15.00	Director	$0	$0	$0
Mary Stanky	Secretary	2.00		$0	$0	$0
Chelsea Hundley	Trustee	2.00		$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
2023	$370,302	$352,825	$95,313	$17,477
2022	$442,442	$448,330	$111,296	$-5,888
2021	$325,117	$290,623	$121,320	$34,494
2020	$220,183	$240,167	$88,880	$-19,984
2019	$231,314	$203,367	$77,905	$27,947

Greenwood Tree