EVERGREEN HOUSE FOUNDATION 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

1952

Legal Domicile

Principal Officer

FREDERICK S KOONTZ

Phone

4438409585

Tax Period

2024-07-01 to 2025-06-30

EVERGREEN HOUSE FOUNDATION INC, founded in 1952, is a micro nonprofit that reported $48K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $464K exceeded revenue, resulting in a 858% operating deficit.

Mission

TO PROMOTE SCHOLARSHIP AND COMMITMENT TO THE ARTS BY BEING AN IMPORTANT CULTURAL AND EDUCATIONAL FACILITY OPEN TO THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $425,649 Revenue: $4,655

TO PROMOTE SCHOLARSHIP AND COMMITMENT TO THE ARTS BY BEING AN IMPORTANT CULTURAL AND EDUCATIONAL FACILITY OPEN TO THE PUBLIC.

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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 $35,500

Program Service Revenue $4,655

Investment Income $8,249

Other Revenue $0

TOTAL REVENUE $48,404

Expense Breakdown

Grants Paid $352,374

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $425,649

Other Expenses $111,182

TOTAL EXPENSES $463,556

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,404	$62,740	-0.2%
Expenses	$463,556	$438,548	+0.1%
Net Income	$-415,152	$-375,808	+0.1%

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
ANATH RANON	DIRECTOR	1.00	Director	$0	$0	$0
CINDY KELLY	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS O'SHEA	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD K DUNN III	DIRECTOR, VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FREDERICK KOONTZ	PRESIDENT	3.00	Officer Director	$0	$0	$0
GENYA HOPKINS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES R GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
JANE D WOLTERECK	DIRECTOR	1.00	Director	$0	$0	$0
JOHNS HOPKINS	DIRECTOR	1.00	Director	$0	$0	$0
KYLE J BAUER	DIRECTOR	1.00	Director	$0	$0	$0
MARYAN ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
JULIA V BAINBRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN TRIPP	DIRECTOR	1.00	Director	$0	$0	$0
WESTON ROSS GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
NOELLE SAVAGE	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	$48,404	$463,556	$9,652,186	$-415,152
2024	$62,740	$438,548	$8,893,879	$-375,808
2023	$16,638	$409,726	$8,481,611	$-393,088
2022	$148,161	$366,556	$8,577,538	$-218,395
2021	$7,462	$346,892	$10,051,536	$-339,430
2020	$9,131	$336,271	$7,700,317	$-327,140
2019	$12,263	$353,341	$7,633,521	$-341,078