Green Ribbon Legacy Inc (EIN 843879953) - 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

2019

Legal Domicile

Phone

9132616107

Tax Period

2024-01-01 to 2024-12-31

Green Ribbon Legacy Inc, founded in 2019, is a mid-sized nonprofit in the Human Services sector that reported $16.5M in total revenue in fiscal year 2024. Revenue surged 722% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.3M, a strong 99% operating margin.

Mission

TO SUPPORT MIDWEST TRANSPLANT NETWORK, INC. BY HOLDING THE NETWORK'S INVESTMENT PORTFOLIO ASSETS.

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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 $0

Investment Income $16,546,247

Other Revenue $0

TOTAL REVENUE $16,546,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $206,406

TOTAL EXPENSES $206,406

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,546,247	$2,013,979	+7.2%
Expenses	$206,406	$173,658	+0.2%
Net Income	$16,339,841	$1,840,321	+7.9%

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

$2,666,515

Total Directors

$23,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A MICHAEL BORKON MD	DIRECTOR	1.0	Director	$0	$0	$1,700
ANDREW WIDMAN	DIRECTOR	1.0	Director	$0	$0	$1,100
BARBARA MACARTHUR RN	DIRECTOR	1.0	Director	$0	$0	$600
BRAD WARADY MD	DIRECTOR	1.0	Director	$0	$0	$1,600
CAROL PERRY	DIRECTOR	1.0	Director	$0	$0	$1,400
DAVID THEIS	DIRECTOR	1.0	Director	$0	$0	$1,900
GARY DUNCAN LFACHE	DIRECTOR	1.0	Director	$0	$0	$1,800
MICHAEL DUNAWAY	DIRECTOR	1.0	Director	$0	$0	$1,600
RICHARD MUTHER MD	DIRECTOR	1.0	Director	$0	$0	$1,500
SAMEER BRAHMAVAR	DIRECTOR	1.0	Director	$0	$0	$2,100
SARAH OAKLEY RN	DIRECTOR	1.0	Director	$0	$0	$1,300
SEAN KUMER MD	DIRECTOR	1.0	Director	$0	$0	$2,000
STEVE REINTJES MD	DIRECTOR	1.0	Director	$0	$0	$1,200
STEVEN WHITT MD	DIRECTOR	1.0	Director	$0	$0	$2,550
THOMAS CROUCH MD	DIRECTOR	1.0	Director	$0	$0	$800
CHRISTENA HOUSTON	CHIEF ADMINISTRATIVE OFFICER	1.0	Officer	$0	$60,223	$347,385
DANA TOTZKE	CHIEF PEOPLE OFFICER	1.0	Officer	$0	$62,842	$342,775
JAN FINN	PRESIDENT, CEO	1.0	Officer	$0	$75,329	$761,032
LORI MARKHAM	VICE-PRESIDENT, CHIEF CLINICAL OFFICER	1.0	Officer	$0	$89,714	$474,898
SARAH OLAND	CHIEF STAKEHOLDER ENGAGEMENT OFFICER	1.0	Officer	$0	$65,729	$345,980
TERRY SHAMBLES	TREASURER, CFO	1.0	Officer	$0	$70,972	$394,445

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	$16,546,247	$206,406	$86,887,337	$16,339,841
2023	$2,013,979	$173,658	$76,147,332	$1,840,321
2022	$-309,178	$12,186,725	$64,865,035	$-12,495,903
2021	$6,648,602	$5,224,094	$91,095,943	$1,424,508
2020	$1,287,701	$193,207	$85,101,843	$1,094,494

Green Ribbon Legacy Inc