THE PAT GREEN FOUNDATION

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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

2012

Legal Domicile

Principal Officer

PHILLIP B EWERT

Phone

9407816197

Tax Period

2024-01-01 to 2024-12-31

THE PAT GREEN FOUNDATION, founded in 2012, is a small nonprofit in the Human Services sector that reported $355K in total revenue in fiscal year 2024. Revenue surged 177% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 27% operating margin.

Mission

THE FOUNDATION IS TO BE ADMINISTERED PRIMARILY FOR THE BENEFIT OF THE BEN HOGAN FOUNDATION & THE GLADNEY CENTER FOR ADOPTION (EACH BEING A TEXAS NON-PROFIT CORPORATION EXEMPT FROM TAX UNDER SECTION 501(C)(3)), OR TO ANOTHER ENTITY PROVIDING CHARITABLE SUPPORT TO ILL OR DISADVANTAGED CHILDREN AND THEIR FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $212,951

THE FOUNDATION RAISED MONEY FOR THE BENEFIT OF ORGANIZATIONS THAT PROVIDE CHARITABLE SUPPORT TO ILL OR DISADVANTAGED CHILDREN AND THEIR FAMILIES.

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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 $907,776

Program Service Revenue $0

Investment Income $0

Other Revenue $-553,238

TOTAL REVENUE $354,538

Expense Breakdown

Grants Paid $135,000

Salaries & Benefits $94,355

Fundraising Expenses $16,703

Program Expenses $212,951

Other Expenses $28,929

TOTAL EXPENSES $258,284

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,538	$127,906	+1.8%
Expenses	$258,284	$240,775	+0.1%
Net Income	$96,254	$-112,869	-1.9%

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

$87,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT GREEN	DIRECTOR	40.00	Director	$0	$0	$0
KORI GREEN	DIRECTOR	0.10	Director	$0	$0	$0
CHUCK SCHERER	DIRECTOR	0.10	Director	$0	$0	$0
MARK MELSON	DIRECTOR	0.10	Director	$0	$0	$0
TOMMY ISBELL	DIRECTOR	0.10	Director	$0	$0	$0
TOM KELLY	DIRECTOR	0.10	Director	$0	$0	$0
PHILLIP B EWERT	EXECUTIVE DIRECTOR	0.10	Director	$87,650	$0	$87,650

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	$354,538	$258,284	$203,348	$96,254
2023	$127,906	$240,775	$107,094	$-112,869
2022	$189,314	$151,162	$219,963	$38,152
2021	$10,475	$101,227	$181,811	$-90,752
2020	$42,975	$92,872	$272,563	$-49,897
2019	$475,326	$307,354	$322,859	$167,972
2018	$371,460	$324,105	$154,894	$47,355