GREENWICH ROUNDTABLE 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

2002

Legal Domicile

Principal Officer

Stephen McMenamin

Phone

2036252600

Tax Period

2023-01-01 to 2023-12-31

GREENWICH ROUNDTABLE INC, founded in 2002, is a micro nonprofit that reported $22K in total revenue in fiscal year 2023. Revenue surged 184% from the prior year, signaling strong growth momentum. Expenses of $112K exceeded revenue, resulting in a 411% operating deficit.

Mission

Provided an educational venue for investment philosophy

Program Service Accomplishments

Program 1

Expenses: $70,692 Revenue: $101

Activities of the organization included the following; (A) Maintain a website, which offered access to sessions for members unable to attend and provide an historical reference library for members...

Activities of the organization included the following; (A) Maintain a website, which offered access to sessions for members unable to attend and provide an historical reference library for members. (B) Provide a library for education purposes to a future generation of the investment symposia series which in September 2023 was donated to the Greenwich Library. The organization's governing body approved plans of dissolution. Final notice of Dissolution from State GR donates all cash balances, after legal, accounting and other expenses incurred in the Dissolution to The Greenwich Library

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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 $100

Investment Income $21,812

Other Revenue $0

TOTAL REVENUE $21,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,692

Other Expenses $111,996

TOTAL EXPENSES $111,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,912	$7,723	+1.8%
Expenses	$111,996	$123,099	-0.1%
Net Income	$-90,084	$-115,376	-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

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
STEPHEN MCMENAMIN	EXECUTIVE DIRECTOR, BOARD TRUSTEE	5	Officer Director	$0	$0	$0
JOHN GRISWOLD	BOARD CHAIRMAN	1	Officer Director	$0	$0	$0
KURT SCHACHT	BOARD TRUSTEE	0.5	Director	$0	$0	$0
WILLIAM JARVIS	BOARD TRUSTEE	0.5	Director	$0	$0	$0
PETER LAWRENCE	BOARD TRUSTEE	0.5	Director	$0	$0	$0
INGRID DELSON MCMENAMIN	BOARD TRUSTEE	0.5	Director	$0	$0	$0
MICHAEL CASTINE	BOARD TRUSTEE	0.5	Director	$0	$0	$0
JOANNE RIVERS	TREASURER AND ACTING SECRETARY	3.5	Officer	$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
2023	$21,912	$111,996	No data	$-90,084
2022	$7,723	$123,099	$292,325	$-115,376
2021	$24,548	$110,519	$429,148	$-85,971
2020	$55,773	$134,021	$428,861	$-78,248
2019	$125,159	$232,803	$509,596	$-107,644
2018	$270,374	$265,644	$568,181	$4,730