THE GREENE INSTITUTE INC

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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

2015

Legal Domicile

Principal Officer

JEFFREY GREENE

Phone

5616592233

Tax Period

2023-01-01 to 2023-12-31

Mission

THE MISSION OF THE ORGANIZATION IS TO ENCOURAGE THE CREATION OF SOLUTIONS TO IMPACT THE SOURCES OF INEQUITY IN OUR ECONOMY, WITH THE INTENDED RESULT OF HELPING TO CREATE OPPORTUNITY FOR ALL. THE GREENE INSTITUTE WILL ACCOMPLISH THIS BY SPONSORING AND PUBLISHING INDEPENDENT RESEARCH AND PERSPECTIVE, AND BY COVENING LEADERS, THINKERS AND DOERS FROM INDUSTRY, ACADEMIA AND GOVERNMENT, AND ENCOURAGING THEM TO TAKE MEANINGFUL ACTION.

Program Service Accomplishments

Program 1

THE GREENE INSTITUTE PLANS AND ORGANIZES A SUMMIT, THE MANAGING THE DISTRUPTION CONFERENCE, THAT BRINGS TOGETHER A PIVOTAL GROUP OF WORLD-CLASS THINKERS AND DOERS FROM A BROAD RANGE OF AREAS TO...

THE GREENE INSTITUTE PLANS AND ORGANIZES A SUMMIT, THE MANAGING THE DISTRUPTION CONFERENCE, THAT BRINGS TOGETHER A PIVOTAL GROUP OF WORLD-CLASS THINKERS AND DOERS FROM A BROAD RANGE OF AREAS TO LISTEN TO NEW IDEAS, GAIN NEW PERSPECTIVES, AND WORK TOGETHER TO DETERMINE HOW WE CAN IMPACT THESE COMING CHANGES TO THE BENEFIT OF OUR ECONOMY AND OUR SOCIETY. THE INSTITUTE ALSO SUPPORTS ORGANIZATIONS THAT SIMILARLY WORK TO IMPROVE THE LIVES OF PEOPLE AROUND THE WORLD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$2,100	-1.0%
Expenses	N/A	$2,100	-1.0%
Net Income	N/A	N/A	N/A

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
JEFFREY GREENE	President & CEO	10.00	Officer Director	$0	$0	$0
MEI SZE GREENE	Treasurer	10.00	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
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$2,100	$2,100	No data	No data
2021	$2,478	$2,478	No data	No data
2020	No data	$4,504	No data	No data
2019	$21,900	$32,111	$11,937	$-10,211
2018	No data	$7,783	$22,148	No data