Evergreen Community School Foundation (EIN 232821732) - 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

1995

Legal Domicile

Principal Officer

Jill Shoesmith

Phone

5705956355

Tax Period

2024-07-01 to 2025-06-30

Evergreen Community School Foundation, founded in 1995, is a small nonprofit in the Religion sector that reported $184K in total revenue in fiscal year 2024. Net assets of $637K represent 42 months of operating reserves.

Mission

Economic support for Evergreen Community Charter School

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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 $181,720

Investment Income $2,092

Other Revenue $0

TOTAL REVENUE $183,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $195,723

Other Expenses $195,723

TOTAL EXPENSES $195,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,812	$185,340	0.0%
Expenses	$195,723	$200,658	0.0%
Net Income	$-11,911	$-15,318	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lissette Ballesteros	President	1.00	Director	$0	$0	$0
John Styk	Member	1.00	Director	$0	$0	$0
Patti O'Keefe	Secretary/Treasurer	1.00	Director	$0	$0	$0
Andrew Price	Member	1.00	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	$183,812	$195,723	$636,729	$-11,911
2024	$185,340	$200,658	$648,640	$-15,318
2023	$193,781	$230,194	$663,958	$-36,413
2022	$182,834	$194,314	$700,370	$-11,480
2021	$182,673	$190,218	$711,848	$-7,545
2020	$183,440	$175,216	$719,093	$8,224
2019	$184,985	$243,279	$710,871	$-58,294

Evergreen Community School Foundation