EVERGREEN VILLAGES FOUNDATION (EIN 260867021) - 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

2007

Legal Domicile

Principal Officer

GARRY GRAY

Phone

4089979212

Tax Period

2023-05-01 to 2024-04-30

EVERGREEN VILLAGES FOUNDATION, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $149K in total revenue in fiscal year 2023. Revenue fell 85% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $129K, a strong 87% operating margin.

Mission

TO FUND CAPITAL IMPROVEMENT AND CAPITAL ASSET ACQUISITION PROJECTS IN ORDER TO ENHANCE THE ENVIRONMENT FOR THE ENDURING BENEFIT OF THE CORPORATION'S LOCAL COMMUNITY

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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 $93,531

Program Service Revenue $0

Investment Income $50,750

Other Revenue $4,340

TOTAL REVENUE $148,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,421

Program Expenses $12,624

Other Expenses $19,559

TOTAL EXPENSES $19,559

Year-over-Year Comparison

	2023	2022	Change
Revenue	$148,621	$961,192	-0.8%
Expenses	$19,559	$22,850	-0.1%
Net Income	$129,062	$938,342	-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

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	Role	Reportable Comp	Other Comp	Total
GARRY GRAY	Treasurer	Director	$0	$0	$0
DEBBIE CHAMPION	President & CEO	Director	$0	$0	$0
THEODORA MORSE	Secretary	Director	$0	$0	$0
PATRICIA REARDON	Vice President	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
2024	$148,621	$19,559	$1,439,612	$129,062
2023	$961,192	$22,850	$1,310,550	$938,342
2022	$79,790	$18,398	$372,208	$61,392
2021	$249,603	$469,836	$310,816	$-220,233
2020	$91,724	$64,484	$531,049	$27,240
2019	$274,592	$142,766	$503,809	$131,826
2018	$97,270	$20,566	$371,983	$76,704

EVERGREEN VILLAGES FOUNDATION