GREENBROOK EAGLE FUND (EIN 680454419) - 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

2000

Legal Domicile

Phone

5104277125

Tax Period

2023-07-01 to 2024-06-30

GREENBROOK EAGLE FUND, founded in 2000, is a small nonprofit that reported $325K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123K, a strong 38% operating margin.

Mission

THE GREENBROOK EAGLE FUND IS AN AFFILIATE OF THE SAN RAMON VALLEY EDUCATIONAL FOUNDATION. THE EAGLE FUND'S MISSION IS TO RAISE MONEY TO SUPPORT EDUCATIONAL PROGRAMS AT GREENBROOK ELEMENTARY SCHOOL.

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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 $133,654

Program Service Revenue $11,223

Investment Income $0

Other Revenue $179,697

TOTAL REVENUE $324,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,837

Other Expenses $201,351

TOTAL EXPENSES $201,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$324,574	$238,090	+0.4%
Expenses	$201,351	$220,479	-0.1%
Net Income	$123,223	$17,611	+6.0%

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
JESSICA BROWN	FIANCIAL SECTY	2.00	Director	$0	$0	$0
KRISTY MICKEY	Secretary	2.00	Officer Director	$0	$0	$0
TARYN WARREN	Vice President	4.00	Officer Director	$0	$0	$0
MEGHAN FELARDO	President	8.00	Officer Director	$0	$0	$0
CYNTHIA LAU	Treasurer	4.00	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
2025	No data	No data	No data	No data
2024	$324,574	$201,351	$433,562	$123,223
2023	$238,090	$220,479	$310,339	$17,611
2022	$262,288	$126,733	$292,728	$135,555
2020	$210,035	$275,415	$100,951	$-65,380
2019	$215,394	$296,838	$125,219	$-81,444
2018	$291,882	$225,851	$206,663	$66,031

GREENBROOK EAGLE FUND