Evergreen Leadership Fund

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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

1981

Legal Domicile

Phone

2164073865

Tax Period

2023-01-01 to 2023-12-31

Evergreen Leadership Fund, founded in 1981, is a small nonprofit that reported $254K in total revenue in fiscal year 2023. Revenue surged 3886% from the prior year, signaling strong growth momentum. The organization ran a surplus of $198K, a strong 78% operating margin.

Mission

Inform citizens on legislative matters that benefit the public and promote positive alternatives in government and provide voter information and education.

Program Service Accomplishments

Program 1

Expenses: $55,949 Revenue: $0

Promotion of positive alternatives in government and voter information and education.

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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 $250,777

Program Service Revenue $0

Investment Income $3,310

Other Revenue $0

TOTAL REVENUE $254,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,949

Other Expenses $55,954

TOTAL EXPENSES $55,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$254,087	$6,375	+38.9%
Expenses	$55,954	$4,700	+10.9%
Net Income	$198,133	$1,675	+117.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David P Zanotti	CEO	5.00	Officer	$0	$0	$0
Robert L Walgate Jr	VP CFO	5.00	Officer	$0	$0	$0
Patricia A Marountas	Secretary	5.00	Officer	$0	$0	$0
William B Allen	Trustee	1.00	Director	$0	$0	$0
John Bartley	Trustee	1.00	Director	$0	$0	$0
John Bouquet	Trustee	1.00	Director	$0	$0	$0
Don Cochran	Trustee	1.00	Director	$0	$0	$0
Norm Mulder	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
2023	$254,087	$55,954	$287,045	$198,133