CAROLINE M GREENE TRUST

EIN: 766011546 501(c)(3)

HOUSTON, TX

Total Revenue
$7,064
Total Expenses
$12,835
Total Assets
$255,300
Net Assets
$255,300
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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
1928
Legal Domicile
TX
Principal Officer
TIMOTHY J RUCH
Phone
8323662010
Tax Period
2022-01-01 to 2022-12-31

CAROLINE M GREENE TRUST, founded in 1928, is a micro nonprofit that reported $7K in total revenue in fiscal year 2022. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $13K exceeded revenue, resulting in a 82% operating deficit.

Mission

CHARITABLE CONTRIBUTIONS

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $4,504
Other Revenue $2,560
TOTAL REVENUE $7,064

Expense Breakdown

Grants Paid $12,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,000
Other Expenses $835
TOTAL EXPENSES $12,835

Year-over-Year Comparison

2022 2021 Change
Revenue $7,064 $10,608 -0.3%
Expenses $12,835 $717 +16.9%
Net Income $-5,771 $9,891 -1.6%
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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
1

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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIMOTHY J RUCH TRUSTEE 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
2022 $7,064 $12,835 $255,300 $-5,771
2021 $10,608 $717 $261,071 $9,891
2020 $11,207 $11,125 $250,463 $82
2019 $7,789 $20,790 $230,213 $-13,001
2018 $8,599 $799 $207,058 $7,800
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