GREER FOUNDATION (EIN 311438583) - 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

1995

Legal Domicile

Principal Officer

SCOTT G HEITKAMP

Phone

6142514000

Tax Period

2024-01-01 to 2024-12-31

GREER FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $835K, a strong 67% operating margin.

Mission

THE GREER FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COLUMBUS FOUNDATION. THE PURPOSE OF THE GREER FOUNDATION IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY.

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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 $0

Program Service Revenue $0

Investment Income $1,231,610

Other Revenue $16,257

TOTAL REVENUE $1,247,867

Expense Breakdown

Grants Paid $259,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,000

Other Expenses $154,137

TOTAL EXPENSES $413,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,247,867	$1,448,215	-0.1%
Expenses	$413,137	$422,435	0.0%
Net Income	$834,730	$1,025,780	-0.2%

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

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

$1,394,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN ANN GREER	CHAIR/TRUSTEE	1.00	Officer Director	$0	$0	$0
ANNE E ECKHART	VICE CHAIR/TRUSTEE	1.00	Officer Director	$0	$0	$0
JOHN W ELAM	TRUSTEE/SECRETARY/TREASURE	1.00	Officer Director	$0	$0	$0
JEANNE R HELD	TRUSTEE	1.00	Director	$0	$0	$0
ABIGAIL FUERST	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS F KRIDLER	ASST SECRETARY	0.50	Officer	$0	$107,467	$1,012,706
SCOTT G HEITKAMP	ASST TREASURER	0.50	Officer	$0	$63,398	$381,890

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	$1,247,867	$413,137	$7,691,914	$834,730
2023	$1,448,215	$422,435	$6,556,949	$1,025,780
2022	$426,742	$443,864	$5,988,996	$-17,122
2021	$974,528	$1,229,890	$7,015,141	$-255,362
2020	$442,725	$229,438	$6,733,213	$213,287
2019	$94,190	$298,635	$6,703,876	$-204,445
2018	$2,825,305	$173,857	$5,820,698	$2,651,448

GREER FOUNDATION