EVERGREEN FUND (EIN 203198550) - 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

2005

Legal Domicile

Principal Officer

ALEXANDER SHOHET

Phone

3238999115

Tax Period

2022-01-01 to 2022-12-31

EVERGREEN FUND, founded in 2005, is a community nonprofit in the Mental Health sector that reported $4.0M in total revenue in fiscal year 2022. Revenue surged 119% from the prior year, signaling strong growth momentum.

Mission

Our vision is to support and capitalize on the miraculous transformation thatoccurs for alcoholics and addicts who find recovery. Our goal is to break the cycle of dependence on addicts families, friends and society by creating business opportunities and educating individuals within the recovery community. We require that our services and programs be used to further our purposes of providing jobs, improving productivity, and preventing or treating individuals affected by alcoholism, drug addiction and other addictive disorders.

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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 $80,000

Program Service Revenue $3,878,395

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,958,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $996,009

Fundraising Expenses $2,717

Program Expenses $4,028,511

Other Expenses $3,159,011

TOTAL EXPENSES $4,155,020

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,958,395	$1,809,015	+1.2%
Expenses	$4,155,020	$2,380,971	+0.7%
Net Income	$-196,625	$-571,956	-0.7%

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

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

$110,000

Total Directors

$87,282

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX SHOHET	President	40.00	Officer	$110,000	$0	$110,000
BERNADINE FRIED	Director	30.00	Director	$87,282	$0	$87,282
MICHAEL RASKIN	Secretary	4.00	Officer	$0	$0	$0
MARKUS VAN LOAN	CHIEF TECH OFFICER	5.00		$0	$0	$0
LILIANN VAN LOAN	CONTROLLER	5.00		$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
2024	No data	No data	No data	No data
2022	$3,958,395	$4,155,020	$218,367	$-196,625
2021	$1,809,015	$2,380,971	$301,850	$-571,956
2020	$999,579	$1,101,756	$376,614	$-102,177
2019	$827,590	$886,245	$64,677	$-58,655
2018	$616,996	$518,847	$99,378	$98,149

EVERGREEN FUND