HISTORIC PROPERTIES OF GREENWICH I… - Form 990 Financial Data

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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

2018

Legal Domicile

Principal Officer

ELISE GREEN

Phone

2032734480

Tax Period

2023-01-01 to 2023-12-31

HISTORIC PROPERTIES OF GREENWICH INC, founded in 2018, is a micro nonprofit in the Human Services sector that reported $28K in total revenue in fiscal year 2023. The organization ran a surplus of $7K, a strong 24% operating margin.

Mission

HISTORIC PROPERTIES OF GREENWICH, INC. WILL PROMOTE AND ASSIST IN THE PROTECTION OF HISTORIC STRUCTURES, USING PUBLICLY DONATED MONIES TO FUND OUTREACH AND ADVOCACY EFFORTS IN THE COMMUNITY. (SEE SCH O)HISTORIC PROPERTIES OF GREENWICH, INC. WILL SERVE TO SUPPLEMENT AND OPERATE ALONGSIDE THE TOWN OF GREENWICH'S EXISTING PRESERVATION AND CONSERVATION ORGANIZATIONS, WITHOUT AFFILIATION AND TO FOCUS ON THE PRESERVATION OF LOCAL HISTORIC PROPERTIES IN ORDER TO EASE THE BURDEN ON GREENWICH'S OTHER CONSERVATION GROUPS.

Program Service Accomplishments

Program 1

Expenses: $12,823 Revenue: $0

PRESERVATION OF LOCAL HISTORIC PROPERTIES.

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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 $27,784

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $27,784

Expense Breakdown

Grants Paid $1,859

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,823

Other Expenses $19,219

TOTAL EXPENSES $21,078

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,784	N/A	N/A
Expenses	$21,078	$4,305	+3.9%
Net Income	$6,706	$-4,305	-2.6%

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

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
ELISE H GREEN	PRESIDENT	6.00	Officer Director	$0	$0	$0
ANNE H YOUNG	SECRETARY	2.00	Officer Director	$0	$0	$0
FRANK R PARKER III	TREASURER	2.00	Officer Director	$0	$0	$0
GENEVIEVE HOWE	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL S REYNOLDS JR	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES M ROYCE	DIRECTOR	0.10	Director	$0	$0	$0
LAURIE A WARREN	DIRECTOR	0.10	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	No data	No data	No data	No data
2023	$27,784	$21,078	$873,582	$6,706
2022	No data	$4,305	$866,876	No data

HISTORIC PROPERTIES OF GREENWICH INC