Greenwood Forest Fund Inc (EIN 741708558) - 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

1969

Legal Domicile

Principal Officer

Nathan Burcham

Phone

2815790761

Tax Period

2024-01-01 to 2024-12-31

Greenwood Forest Fund Inc, founded in 1969, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024.

Mission

Promoting the common good and general welfare of the general public and members of the community through the maintenance and management of the Association and the property and providing services to the community.

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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 $0

Program Service Revenue $936,627

Investment Income $12,584

Other Revenue $205,277

TOTAL REVENUE $1,154,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $971,274

Other Expenses $1,182,364

TOTAL EXPENSES $1,182,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,154,488	$1,092,101	+0.1%
Expenses	$1,182,364	$1,095,795	+0.1%
Net Income	$-27,876	$-3,694	+6.5%

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
Nathan Burcham	Vice President	2.00	Officer Director	$0	$0	$0
Becky Ferguson	Director	2.00	Director	$0	$0	$0
Michael Stepanik	Treasurer	2.00	Officer Director	$0	$0	$0
Paulina Rudnicka Mauro	Secretary	2.00	Officer Director	$0	$0	$0
Rebecca Rex	Director	0.00	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	$1,154,488	$1,182,364	$1,604,229	$-27,876
2023	$1,092,101	$1,095,795	$1,553,307	$-3,694
2022	$900,019	$990,265	$1,359,970	$-90,246
2021	$1,023,038	$992,998	$1,412,340	$30,040
2020	$1,008,836	$884,126	$1,344,805	$124,710
2018	$980,864	$922,424	$1,123,473	$58,440

Greenwood Forest Fund Inc