GREYSTONE FOUNDATION INC

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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

Legal Domicile

Principal Officer

J Timothy Lefever

Phone

8605501215

Tax Period

2025-01-01 to 2025-12-31

GREYSTONE FOUNDATION INC, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $439K in total revenue in fiscal year 2025. Revenue surged 150% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 23% operating margin.

Mission

The Greystone Foundation provides both monetary assistance and financial advice free of charge to clients. We work directly with eligible clients who are struggling to pay for housing, utilities, transportation, healthcare or other essential services.

Program Service Accomplishments

Program 1

Expenses: $327,211 Revenue: $438,687

Greystone's Basic Needs Initiative 2025: We work directly with eligible clients struggling to pay for housing, utilities, transportation, healthcare, or other essential services. Greystone assisted over 400 households consisting of 1,200 individuals by providing $528,000 in direct monetary assistance and durable cost savings. We prevented evictions, repossessions, collections, and service interruptions.

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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 (2025)

Revenue Breakdown

Contributions & Grants $430,850

Program Service Revenue $0

Investment Income $7,837

Other Revenue $0

TOTAL REVENUE $438,687

Expense Breakdown

Grants Paid $327,211

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $327,211

Other Expenses $9,478

TOTAL EXPENSES $336,689

Year-over-Year Comparison

	2025	2024	Change
Revenue	$438,687	$175,234	+1.5%
Expenses	$336,689	$137,610	+1.4%
Net Income	$101,998	$37,624	+1.7%

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

N/A

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
J Timothy Lefever	President	40	Officer Director	$0	$0	$0
R Andres Garron	Vice President	4	Officer Director	$0	$0	$0
Pamela Lefever	Vice President	1	Director	$0	$0	$0
E Sabina Andersson	Secretary	2	Officer 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
2025	$438,687	$336,689	$213,304	$101,998
2024	$175,234	$137,610	$111,306	$37,624
2023	$68,870	$76,198	$85,244	$-7,328
2022	$107,867	$24,288	$83,579	$83,579