EVERGREEN REVIEW INC C/O JOHN OAKES

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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

Legal Domicile

Principal Officer

JOHN OAKES

Phone

9175494954

Tax Period

2025-01-01 to 2025-12-31

EVERGREEN REVIEW INC C/O JOHN OAKES is a small nonprofit in the Arts, Culture & Humanities sector that reported $112K in total revenue in fiscal year 2025. The organization ran a surplus of $30K, a strong 27% operating margin.

Mission

TO PUBLISH INNOVATIVE WORK, INCLUDING STORIES, POEMS, ESSAYS AND SHORT VIDEOS.

Program Service Accomplishments

Program 1

Expenses: $68,984

THE ORGANIZATION SEEKS TO PROVIDE FORUMS AND OUTLETS FOR CREATIVE WORKS OUTSIDE OF THE MAINSTREAM ESTABLISHMENTS FOR THE PURPOSE OF PROMOTING AND FURTHERING ARTISTIC EXPRESSIONS, INCLUDING LITERARY...

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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 $112,369

Program Service Revenue $0

Investment Income $23

Other Revenue $0

TOTAL REVENUE $112,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,389

Program Expenses $68,984

Other Expenses $82,137

TOTAL EXPENSES $82,137

Year-over-Year Comparison

	2025	2024	Change
Revenue	$112,392	$104,907	+0.1%
Expenses	$82,137	$102,020	-0.2%
Net Income	$30,255	$2,887	+9.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLES PALELLA ESQ	SECRETARY	2.00	Director	$0	$0	$0
PATRICIA L IRVIN ESQ	BOARD MEMBER	2.00	Director	$0	$0	$0
TESS LEWIS	BOARD MEMBER	2.00	Director	$0	$0	$0
DALE PECK	BOARD MEMBER	2.00	Director	$0	$0	$0
VYJAYANTHI RAO	TREASURER	2.00	Director	$0	$0	$0
DR PAMELA ROSENTHAL	BOARD MEMBER	2.00	Director	$0	$0	$0
TANSEY ROSSET	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN TROUBH	CHAIR	2.00	Director	$0	$0	$0
JOHN OAKES	PUBLISHER	10.00	Officer	$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	$112,392	$82,137	$40,779	$30,255
2024	No data	No data	No data	No data
2023	$108,783	$108,312	$6,412	$471