EVERGREEN HOMES 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

1987

Legal Domicile

Principal Officer

DENISE BROUGHAM

Phone

7247633125

Tax Period

2024-07-01 to 2025-06-30

EVERGREEN HOMES INC, founded in 1987, is a mid-sized nonprofit in the Human Services sector that reported $11.9M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $11.1M left a modest 7% surplus.

Mission

THE AGENCY OFFERS INDIVIDUALIZED TRAINING AND SUPPORT FOR DEVELOPMENTALLY DISABLED PERSONS TO MAXIMIZE THEIR SKILL POTENTIAL.

Program Service Accomplishments

Program 1

Expenses: $8,646,931 Revenue: $10,611,862

COMMUNITY LIVING PROGRAM - 43 CLIENTS. DEVELOPMENTALLY DISABLED ADULTS ARE TAKEN FROM AGENCY RECEIVED REFERRALS AND PLACED IN A RESIDENTIAL SETTING.

Program 2

Expenses: $833,591 Revenue: $760,471

ADULT TRAINING FACILITY - 24 CLIENTS. EQUIPS DEVELOPMENTALLY DISABLED ADULTS WITH SKILLS FOR IMPROVED EMPLOYMENT.

Program 3

Expenses: $437,861 Revenue: $503,443

FAMILY AIDE AND HOME AND COMMUNITY PROGRAMS - 44 CLIENTS. THE AGENCY PROVIDES OUTREACH SERVICES TO INDIVIDUALS AND FAMILIES WITH INDIVIDUALS WHO HAVE DEVELOPMENTAL DISABILITIES. SERVICES ALSO SUPPORT INDIVIDUALS TO ACQUIRE, MAINTAIN, OR IMPROVE SKILLS NECESSARY TO LIVE MORE INDEPENDENTLY AND BE MORE PRODUCTIVE AND PARTICIPATORY IN COMMUNITY LIFE.

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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 $423,166

Program Service Revenue $11,455,055

Investment Income $62,796

Other Revenue $2,251

TOTAL REVENUE $11,943,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,478,666

Fundraising Expenses $0

Program Expenses $9,918,383

Other Expenses $1,587,029

TOTAL EXPENSES $11,065,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,943,268	$9,857,567	+0.2%
Expenses	$11,065,695	$10,156,804	+0.1%
Net Income	$877,573	$-299,237	-3.9%

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

192

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

$209,846

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE BROUGHAM	CEO	35.00	Officer	$102,765	$14,874	$117,639
NATHAN DONSEN	CFO	35.00	Officer	$77,456	$14,751	$92,207
BRIAN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BETH BITTING	PRESIDENT	2.00	Officer Director	$0	$0	$0
STACEY HANKEY	DIRECTOR	1.00	Director	$0	$0	$0
LISA OPALKA	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
SANDY PECK	DIRECTOR	1.00	Director	$0	$0	$0
PAT SHEVCHUK	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MARILYN SMAIL	DIRECTOR	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	$11,943,268	$11,065,695	$5,221,548	$877,573
2024	No data	No data	No data	No data
2023	$9,609,152	$9,369,545	$4,199,554	$239,607
2022	$9,136,717	$8,786,042	$3,843,248	$350,675
2021	$7,995,840	$8,885,328	$3,336,075	$-889,488
2020	$8,279,398	$8,124,684	$4,154,594	$154,714
2019	$8,181,377	$6,602,258	$4,457,036	$1,579,119
2018	$7,127,080	$5,721,122	$2,769,699	$1,405,958