GREENFIELD SCHOOL

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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

1969

Legal Domicile

Principal Officer

DEE BOYD

Phone

2522378046

Tax Period

2023-07-01 to 2024-06-30

GREENFIELD SCHOOL, founded in 1969, is a community nonprofit that reported $7.6M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 22% operating margin.

Mission

OPERATION OF AN INDEPENDENT, NONSECTARIAN, CO-EDUCATIONAL COLLEGE PREPARATORY SCHOOL SERVING STUDENTS IN PRESCHOOL THROUGH GRADE TWELVE.

Program Service Accomplishments

Program 1

Expenses: $4,807,361

INSTITUTIONAL INSTRUCTION AND RELATED ACTIVITIES TO APPROXIMATELY 330 STUDENTS IN GRADES KINDERGARTEN THROUGH TWELVE, INCLUDING EXTENDED DAY CARE.

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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 $1,617,336

Program Service Revenue $5,585,980

Investment Income $207,684

Other Revenue $220,510

TOTAL REVENUE $7,631,510

Expense Breakdown

Grants Paid $546,237

Salaries & Benefits $4,049,222

Fundraising Expenses $8,141

Program Expenses $4,807,361

Other Expenses $1,387,080

TOTAL EXPENSES $5,990,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,631,510	$6,268,138	+0.2%
Expenses	$5,990,680	$5,227,293	+0.1%
Net Income	$1,640,830	$1,040,845	+0.6%

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

145

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
DEE BOYD	CHAIRMAN	N/A	Officer Director	$0	$0	$0
DAN WHALEY	EX OFFICIO	N/A	Director	$0	$0	$0
STEWART ARENS JR	DIRECTOR	N/A	Director	$0	$0	$0
TRAVIS BEDDINGFIELD	DIRECTOR	N/A	Director	$0	$0	$0
GARDNER ORR	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT PARRISH	DIRECTOR	N/A	Director	$0	$0	$0
ALBERT DANIEL	DIRECTOR	N/A	Director	$0	$0	$0
WALKER FINKLEA	DIRECTOR	N/A	Director	$0	$0	$0
SUZETTE GIBSON	DIRECTOR	N/A	Director	$0	$0	$0
JACOB JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
WORTH JOYNER	DIRECTOR	N/A	Director	$0	$0	$0
GINGER MCKEEL	DIRECTOR	N/A	Director	$0	$0	$0
RAMESH MARAGH	DIRECTOR	N/A	Director	$0	$0	$0
ELIZABETH LILES-RADFORD	DIRECTOR	N/A	Director	$0	$0	$0
JEFF ROSS	DIRECTOR	N/A	Director	$0	$0	$0
WILL MITCHINER	DIRECTOR	N/A	Director	$0	$0	$0
KIM SCHOLL	DIRECTOR	N/A	Director	$0	$0	$0
KELLY TARANTO	DIRECTOR	N/A	Director	$0	$0	$0
SUZANNE VESTER	DIRECTOR	N/A	Director	$0	$0	$0
BILL O'BOYLE	DIRECTOR	N/A	Director	$0	$0	$0
RYAN WALSER	DIRECTOR	N/A	Director	$0	$0	$0
CHUCK WILLIAMSON	DIRECTOR	N/A	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
2025	No data	No data	No data	No data
2024	$7,631,510	$5,990,680	$16,319,762	$1,640,830
2023	$6,268,138	$5,227,293	$11,641,619	$1,040,845
2022	$5,105,364	$4,547,803	$10,051,994	$557,561
2021	$5,323,637	$3,897,813	$8,374,166	$1,425,824
2020	$4,321,429	$3,826,573	$7,139,112	$494,856
2019	$4,345,463	$3,792,787	$4,623,954	$552,676
2018	$3,948,858	$3,619,243	$3,420,110	$329,615