EVERGREEN FOUNDATION (EIN 237089068) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

Dr Susan M Buchholtz

Phone

3189495500

Tax Period

2024-07-01 to 2025-06-30

EVERGREEN FOUNDATION, founded in 1970, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $1.1M, a strong 60% operating margin.

Mission

Evergreen Foundation is a supporting organization for Evergreen Presbyterian Ministries, Inc. dba Evergreen Life Services.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $110,777

Program Service Revenue $0

Investment Income $613,479

Other Revenue $1,038,010

TOTAL REVENUE $1,762,266

Expense Breakdown

Grants Paid $691,303

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $702,581

Other Expenses $11,278

TOTAL EXPENSES $702,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,762,266	$1,925,103	-0.1%
Expenses	$702,581	$1,074,431	-0.3%
Net Income	$1,059,685	$850,672	+0.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$902,411

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Susan M Buchholtz	President/CEO	0	Officer	$0	$23,253	$411,348
Kent Craft	Executive VP of Admin/CFO	0	Officer	$0	$37,989	$302,606
Yvone Smith	Chief of Staff	0	Officer	$0	$17,574	$188,457
R Lewis Smith	Chairman	3	Director	$0	$0	$0
Wengay Newton	Secretary/Treasurer	0	Director	$0	$0	$0
Danny Gray	Trustee	3	Director	$0	$0	$0
Joseph Henrick	Trustee	3	Director	$0	$0	$0
Robert Malsbary	Trustee	3	Director	$0	$0	$0
Dr Elizabeth Weiss	Trustee	3	Director	$0	$0	$0
Frank Davis	Trustee	3	Director	$0	$0	$0
James Williams	Trustee	3	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	$1,762,266	$702,581	$14,479,144	$1,059,685
2024	$1,925,103	$1,074,431	$13,482,713	$850,672
2023	$1,629,706	$794,127	$12,530,354	$835,579
2022	$713,824	$3,472,565	$11,601,707	$-2,758,741
2021	$3,718,542	$573,785	$14,524,539	$3,144,757
2020	$599,457	$677,074	$11,405,283	$-77,617
2019	$818,115	$675,472	$11,394,990	$142,643

EVERGREEN FOUNDATION