EVANS MEMORIAL FOUNDATION INC (EIN 582258177) - 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

1997

Legal Domicile

Principal Officer

BILL LEE

Phone

9127395105

Tax Period

2023-10-01 to 2024-09-30

EVANS MEMORIAL FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $715K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $524K, a strong 73% operating margin.

Mission

EVANS MEMORIAL FOUNDATION IS A NON-PROFIT ORGANIZATION THAT SUPPORTS THE PROGRAMS AND SERVICES PROVIDED BY EVANS MEMORIAL HOSPITAL.

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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 $712,774

Program Service Revenue $0

Investment Income $2,012

Other Revenue $0

TOTAL REVENUE $714,786

Expense Breakdown

Grants Paid $190,813

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,813

Other Expenses $0

TOTAL EXPENSES $190,813

Year-over-Year Comparison

	2023	2022	Change
Revenue	$714,786	$875,907	-0.2%
Expenses	$190,813	$1,108,650	-0.8%
Net Income	$523,973	$-232,743	-3.3%

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

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

$658,820

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL LEE	PRESIDENT	1.00	Officer	$0	$5,347	$400,705
JOHN WIGGINS	CFO/TREASURE	1.00	Officer	$0	$0	$258,115
STEVEN FRIES	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSALIND IVEY	SECRETARY	1.00	Officer Director	$0	$0	$0
ESTON PRICE JR	BOARD MBR(TE	N/A	Director	$0	$0	$0
MIKE LYONS	BOARD MEMBER	1.00	Director	$0	$0	$0
PATSY ROGERS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TALMADGE YARBROUGH	VICE CHAIRMA	1.00	Officer 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	$714,786	$190,813	$809,570	$523,973
2023	$875,907	$1,108,650	$110,597	$-232,743
2022	$312,077	$441,306	$343,127	$-129,229
2021	$450,853	$83,357	$472,356	$367,496
2020	$204,128	$658,649	$104,860	$-454,521
2019	$643,088	$198,388	$559,381	$444,700

EVANS MEMORIAL FOUNDATION INC