The Greenwood Plan

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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

2022

Phone

4125332318

Tax Period

2022-01-01 to 2022-12-31

The Greenwood Plan, founded in 2022, is a community nonprofit in the Community Improvement sector that reported $2.2M in total revenue in fiscal year 2022. Revenue surged 481% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 78% operating margin.

Mission

To advance economic justice for Black communities by bridging people and knowledge networks, redirecting resources, and supporting the unique needs of Black businesses.

Program Service Accomplishments

Program 1

Expenses: $464,411 Revenue: $2,191,925

Hyper Focused events aimed at the most essential and emerging business industries and preparing Black communities for readiness in those industries

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,154,227

Program Service Revenue $0

Investment Income $0

Other Revenue $37,698

TOTAL REVENUE $2,191,925

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,051

Fundraising Expenses $0

Program Expenses $464,411

Other Expenses $335,123

TOTAL EXPENSES $478,174

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,191,925	$377,500	+4.8%
Expenses	$478,174	$352,525	+0.4%
Net Income	$1,713,751	$24,975	+67.6%

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

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

$45,805

Total Directors

$94,164

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Khamil Bailey	Executive Dir.	40.00	Director	$48,359	$0	$48,359
Brandi Taylor	Director	40.00	Director	$45,805	$0	$45,805
Samantha Black	CEO	40.00	Officer	$45,805	$0	$45,805
Gerald Ferguson	President	0.00	Director	$0	$0	$0
Alexis Russelll	Vice President	0.00	Officer	$0	$0	$0
Ashley Jones	Secretary	0.00	Officer	$0	$0	$0
Khamil Bailey	Executive Director	0.00		$0	$0	$0
Jazmyne Kenney	N/A	0.00		$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	$2,191,925	$478,174	$1,783,244	$1,713,751
2021	$377,500	$352,525	$67,482	$24,975