EVERGREEN ELM 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

1980

Legal Domicile

Principal Officer

ERIC C TAYLOR

Phone

8143626853

Tax Period

2023-07-01 to 2024-06-30

EVERGREEN ELM INC, founded in 1980, is a community nonprofit in the Mental Health sector that reported $5.5M in total revenue in fiscal year 2023.

Mission

TO PROVIDE RESIDENTIAL SERVICES, SUPPORTIVE LIVING AND OTHER RELATED PROGRAMS TO ADULT PERSONS THAT HAVE MENTAL CHALLENGES.

Program Service Accomplishments

Program 1

Expenses: $4,570,511 Revenue: $363,232

PROVIDED RESIDENTIAL SERVICES AND SUPPORTIVE LIVING TO APPROXIMATELY 61 MENTALLY CHALLENGED INDIVIDUALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,947,860

Program Service Revenue $363,232

Investment Income $174,876

Other Revenue $8,253

TOTAL REVENUE $5,494,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,529,307

Fundraising Expenses $0

Program Expenses $4,570,511

Other Expenses $954,408

TOTAL EXPENSES $5,483,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,494,221	$5,634,277	0.0%
Expenses	$5,483,715	$5,479,006	+0.0%
Net Income	$10,506	$155,271	-0.9%

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

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

$156,017

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET S BROWN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT P DOUGLAS	TREASURER	1.00	Officer Director	$0	$0	$0
JERRY F HARVEY	ASSISTANT SE	1.00	Officer Director	$0	$0	$0
EVAN J SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL G YEAGER	DIRECTOR	1.00	Director	$0	$0	$0
JOEL MEYER	DIRECTOR	1.00	Director	$0	$0	$0
EVAN J PECORA	SECRETARY	1.00	Officer Director	$0	$0	$0
FREDERICK V PROPER	DIRECTOR	1.00	Director	$0	$0	$0
ERIC C TAYLOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM M THURSTON	ASSISTANT TR	1.00	Officer Director	$0	$0	$0
COLLEEN M SCRIVO	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MASONE	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
BRANDI E BUCK	EXECUTIVE DI	40.00	Officer	$126,347	$29,670	$156,017

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	No data	No data	No data	No data
2024	$5,494,221	$5,483,715	$5,077,529	$10,506
2023	$5,634,277	$5,479,006	$5,066,440	$155,271
2022	$6,499,696	$5,688,632	$4,799,814	$811,064
2021	$5,312,454	$5,560,598	$4,930,761	$-248,144
2020	$5,338,709	$5,153,233	$4,345,628	$185,476
2019	$5,032,659	$4,601,812	$4,059,070	$430,847
2018	$4,321,784	$3,891,683	$3,745,425	$430,101