FRIENDS OF GREYSTONE (EIN 753054096) - 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

2001

Legal Domicile

Principal Officer

SUSAN ROSEN

Phone

3102860119

Tax Period

2025-01-01 to 2025-12-31

FRIENDS OF GREYSTONE, founded in 2001, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $31K in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. Net assets of $305K represent 117 months of operating reserves.

Mission

THE FRIENDS OF GREYSTONE IS A BROAD BASED COMMUNITY VOLUNTEER ORGANIZATION CREATED TO PRESERVE, PROTECT AND ENHANCE DOHENY GREYSTONE ESTATE. WE PROMOTE ONGOING ACTIVITIES FOR THE ENJOYMENT AND ENRICHMENT OF THE PUBLIC.

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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 (2025)

Revenue Breakdown

Contributions & Grants $29,501

Program Service Revenue $0

Investment Income $1,896

Other Revenue $0

TOTAL REVENUE $31,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,422

Other Expenses $33,653

TOTAL EXPENSES $33,653

Year-over-Year Comparison

	2025	2024	Change
Revenue	$31,397	$37,877	-0.2%
Expenses	$33,653	$46,575	-0.3%
Net Income	$-2,256	$-8,698	-0.7%

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
SUSAN ROSEN	PRESIDENT	14.00	Officer Director	$0	$0	$0
VICKY SWARTZ	1ST VICE PRESIDENT/TREASUR	14.00	Officer Director	$0	$0	$0
KATHI DELUCA	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GAY PARRISH	CORPORATE SECRETARY	5.00	Officer Director	$0	$0	$0
ANDREA NIVEN	RECORDING SECRETARY	5.00	Officer Director	$0	$0	$0
ANITA ZWIRN NAIMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
CLAIRE GIAMBALVO	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTINA HUNG	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM JAHANT	BOARD MEMBER	2.00	Director	$0	$0	$0
ARLINE PEPP	BOARD MEMBER	2.00	Director	$0	$0	$0
VIVIAN SEIGEL	BOARD MEMBER	2.00	Director	$0	$0	$0
LESTER TRAUB	BOARD MEMBER	2.00	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
2025	$31,397	$33,653	$305,197	$-2,256
2024	$37,877	$46,575	$307,453	$-8,698
2023	$22,862	$28,518	$316,151	$-5,656
2022	$23,908	$44,320	$321,807	$-20,412
2021	$34,901	$37,375	$342,219	$-2,474
2020	$38,211	$77,822	$344,693	$-39,611
2019	$142,461	$88,380	$384,738	$54,081
2018	$148,548	$60,617	$330,223	$87,931

FRIENDS OF GREYSTONE