ALEXANDER AND MARY GREENTREE TRUST C/O DAVID A WALLACE (EIN 756447131) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

DAVID A WALLACE

Phone

9365691670

Tax Period

2020-07-01 to 2021-06-30

ALEXANDER AND MARY GREENTREE TRUST C/O DAVID A WALLACE, founded in 1993, is a micro nonprofit that reported $2K in total revenue in fiscal year 2020. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 62120% operating deficit.

Mission

SEC 509(A)(3) SUPPORTING ORGANIZATION PROVIDING SUPPORT TO THE NACOGDOCHES TREATMENT CENTER AND THE NACOGDOCHES FRIENDS OF THE LIBRARY, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,991

Other Revenue $64

TOTAL REVENUE $2,055

Expense Breakdown

Grants Paid $1,271,578

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,271,578

Other Expenses $7,035

TOTAL EXPENSES $1,278,613

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,055	$80,261	-1.0%
Expenses	$1,278,613	$43,311	+28.5%
Net Income	$-1,276,558	$36,950	-35.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
DAVID A WALLACE	TRUSTEE	1.00	Director	$0	$0	$0
RG WILLIS	TRUSTEE	N/A	Director	$0	$0	$0
CAROL SHAW	TRUSTEE	N/A	Director	$0	$0	$0
DREW KNOWLES	TRUSTEE	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
2021	$2,055	$1,278,613	No data	$-1,276,558
2020	$80,261	$43,311	$1,255,265	$36,950
2019	$32,320	$83,182	$1,259,173	$-50,862

ALEXANDER AND MARY GREENTREE TRUST C/O DAVID A WALLACE