EVERGREEN TERRACE SENIOR HOUSING INC (EIN 270722889) - 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

2009

Legal Domicile

Principal Officer

LUCINDA J BAUGHN

Phone

7403356802

Tax Period

2024-01-01 to 2024-12-31

EVERGREEN TERRACE SENIOR HOUSING INC, founded in 2009, is a small nonprofit in the Housing & Shelter sector that reported $132K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $180K exceeded revenue, resulting in a 37% operating deficit.

Mission

TO PROVIDE FACILITIES AND SERVICES DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS FOR ELDERLY AND HANDICAPPED 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 (2024)

Revenue Breakdown

Contributions & Grants $80,191

Program Service Revenue $45,543

Investment Income $5,251

Other Revenue $1,025

TOTAL REVENUE $132,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,909

Other Expenses $180,246

TOTAL EXPENSES $180,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,010	$153,782	-0.1%
Expenses	$180,246	$133,571	+0.3%
Net Income	$-48,236	$20,211	-3.4%

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

$116,474

Total Directors

$116,474

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCINDA BAUGHN	PRESIDENT	1.00	Officer Director	$0	$0	$116,474
FAYE WILLIAMSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHERYL ROYSTER	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT BENDER	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA HAMMOND	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL STOCKWELL	TRUSTEE	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
2024	$132,010	$180,246	$1,005,517	$-48,236
2023	$153,782	$133,571	$1,049,538	$20,211
2022	$125,813	$156,910	$1,034,700	$-31,097
2021	$130,778	$165,253	$1,060,749	$-34,475
2020	$127,089	$158,209	$1,087,895	$-31,120
2019	$129,807	$161,857	$1,123,208	$-32,050
2018	$108,407	$171,261	$1,144,036	$-62,854

EVERGREEN TERRACE SENIOR HOUSING INC