EVOLVE COACHING 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

2014

Legal Domicile

Principal Officer

HEATHER CONROY

Phone

4127449017

Tax Period

2024-01-01 to 2024-12-31

EVOLVE COACHING INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $275K, a strong 16% operating margin.

Mission

PROVIDING SUPPORT TO INDIVIDUALS WITH DISABILITIES AND THEIR COMMUNITIES THROUGH EDUCATION, EMPLOYMENT, AND THE ARTS.

Program Service Accomplishments

Program 1

Expenses: $546,225 Revenue: $874,236

COLLEGE COACHING - EVOLVE SUPPORTED 168 INDIVIDUALS IN THEIR EFFORTS TO BUILD SKILLS FOR INDEPENDENCE AS THEY TRANSITION TO COLLEGE AND/OR COMPLETE THEIR COLLEGE PROGRAMS. SERVICES INCLUDE BUT ARE...

COLLEGE COACHING - EVOLVE SUPPORTED 168 INDIVIDUALS IN THEIR EFFORTS TO BUILD SKILLS FOR INDEPENDENCE AS THEY TRANSITION TO COLLEGE AND/OR COMPLETE THEIR COLLEGE PROGRAMS. SERVICES INCLUDE BUT ARE NOT LIMITED TO INDIVIDUAL COACHING SESSIONS TO SUPPORT ORGANIZATION, COMMUNICATION, AND SELF- ADVOCACY, GROUP SESSIONS WITH PEERS, STUDY SUPPORT, AND CHECK-INS OUTSIDE OF REGULAR SESSIONS.

Program 2

Expenses: $395,236 Revenue: $382,722

EMPLOYMENT COACHING - 179 INDIVIDUALS WERE SERVED IN GAINING FIRST-TIME WORK EXPERIENCES INCLUDING JOB SHADOWING AND PAID TEMPORARY WORK, FINDING LONGTIME WORK, AND MAINTAINING EMPLOYMENT. COACHES...

EMPLOYMENT COACHING - 179 INDIVIDUALS WERE SERVED IN GAINING FIRST-TIME WORK EXPERIENCES INCLUDING JOB SHADOWING AND PAID TEMPORARY WORK, FINDING LONGTIME WORK, AND MAINTAINING EMPLOYMENT. COACHES SUPPORTED INDIVIDUALS WITH IDENTIFYING AREAS OF INTEREST FOR WORK, CREATING RESUMES, PRACTICAL SUPPORT WITH SOFT SKILLS FOR THE WORK ENVIRONMENT, AND SELF- ADVOCACY IN THE WORKPLACE INCLUDING WHEN/HOW/IF TO DISCLOSE A DISABILITY.

Program 3

Expenses: $233,754 Revenue: $132,844

ARTS PROGRAMMING - 83 INDIVIDUALS PARTICIPATED IN PROGRAMS INCLUDING AN ARTS AND PERFORMANCE CAMP, PROFESSIONAL DEVELOPMENT WORKSHOPS, AND GALLERY SHOWS, ALL OF WHICH ARE THOUGHTFULLY DESIGNED TO...

ARTS PROGRAMMING - 83 INDIVIDUALS PARTICIPATED IN PROGRAMS INCLUDING AN ARTS AND PERFORMANCE CAMP, PROFESSIONAL DEVELOPMENT WORKSHOPS, AND GALLERY SHOWS, ALL OF WHICH ARE THOUGHTFULLY DESIGNED TO PREPARE YOUNG PEOPLE FOR THE WORLD OF WORK AS THEY PARTICIPATE IN PROJECTS THAT REQUIRE COLLABORATION, CRITICAL THINKING, AND SELF-ADVOCACY. A FILM APPRENTICESHIP PROGRAM OFFERS PAID WORK OPPORTUNITIES CREATING ACCESSIBLE VIDEO CONTENT TO YOUNG PEOPLE ENTERING THE WORKFORCE.

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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 $366,204

Program Service Revenue $1,389,802

Investment Income $33,245

Other Revenue $-16,906

TOTAL REVENUE $1,772,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,181,612

Fundraising Expenses $40,072

Program Expenses $1,181,460

Other Expenses $315,849

TOTAL EXPENSES $1,497,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,772,345	$2,126,472	-0.2%
Expenses	$1,497,461	$1,038,572	+0.4%
Net Income	$274,884	$1,087,900	-0.7%

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

$55,994

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER CONROY	EXECUTIVE DI	40.00	Officer	$55,994	$0	$55,994
JOCELYN GAVIOLA	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANGELLA MORGAN	TREASURER	2.00	Officer Director	$0	$0	$0
ERIN MCPEAK	SECRETARY	2.00	Officer Director	$0	$0	$0
JUSTIN WILLIAMS	PRESIDENT EL	2.00	Director	$0	$0	$0
TRISH ROMANO	DIRECTOR	2.00	Director	$0	$0	$0
COLIN HEALEY	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL MOSES	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE JAMISON	DIRECTOR	2.00	Director	$0	$0	$0
EMMA LAMBERTON	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
GERRI SPERLING	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN FISHER	DIRECTOR	2.00	Director	$0	$0	$0
ERICA COCHRAN	DIRECTOR	2.00	Director	$0	$0	$0
MATT PIERCE	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON PARRIS	DIRECTOR	2.00	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	$1,772,345	$1,497,461	$1,738,976	$274,884
2023	$2,126,472	$1,038,572	$1,821,928	$1,087,900
2022	$862,926	$686,912	$747,309	$176,014
2021	$517,691	$490,021	$115,977	$27,670
2020	$285,443	$327,956	$132,966	$-42,513
2019	$405,337	$397,885	$136,196	$7,452