GREENTREE CHARITIES (EIN 521795954) - 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

1993

Legal Domicile

Principal Officer

PETER C SHIN

Phone

2025434212

Tax Period

2024-01-01 to 2024-12-31

GREENTREE CHARITIES, founded in 1993, is a small nonprofit in the Employment sector that reported $155K in total revenue in fiscal year 2024. Expenses of $140K left a modest 10% surplus.

Mission

TO ENHANCE OPPORTUNITIES AND EXPERIENCES THAT ENCOURAGE DECISION MAKING (CONTINUED ON SCHEDULE O) AND INDEPENDENCE FOR INDIVIDUALS WITH DEVELOPMENTAL/PHYSICAL DISABILITIES.

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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 $224,500

Program Service Revenue $0

Investment Income $0

Other Revenue $-69,155

TOTAL REVENUE $155,345

Expense Breakdown

Grants Paid $136,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,000

Other Expenses $4,335

TOTAL EXPENSES $140,335

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,345	N/A	N/A
Expenses	$140,335	$7,960	+16.6%
Net Income	$15,010	$-7,960	-2.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER C SHIN	PRESIDENT	5.00	Officer Director	$0	$0	$0
THEODORE SHIN	TREASURER	5.00	Officer Director	$0	$0	$0
CYNTHIA CARTER	SECRETARY	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	$155,345	$140,335	$23,138	$15,010
2020	$52,500	$287,683	$15,414	$-235,183
2019	$847,416	$1,052,583	$61,970	$-205,167
2018	$2,444,866	$2,419,995	$255,551	$24,871

GREENTREE CHARITIES