THE EVERGLADES TRUST 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

1994

Legal Domicile

Principal Officer

ANNA H UPTON

Phone

8502286360

Tax Period

2023-01-01 to 2023-12-31

THE EVERGLADES TRUST INC, founded in 1994, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $456K, a strong 32% operating margin.

Mission

TO PRESERVE AMERICA'S EVERGLADES AND FLORIDA BAY AS NATURAL RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $829,093

EDUCATED THE PUBLIC AND STATE AND FEDERAL POLICYMAKERS ON THE BENEFITS OF EVERGLADES RESTORATION, SEEKING FULL FUNDING FOR EVERGLADES RESTORATION PROJECTS.

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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 $1,436,360

Program Service Revenue $0

Investment Income $394

Other Revenue $0

TOTAL REVENUE $1,436,754

Expense Breakdown

Grants Paid $105,000

Salaries & Benefits $366,906

Fundraising Expenses $0

Program Expenses $829,093

Other Expenses $508,775

TOTAL EXPENSES $980,681

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,436,754	$752,763	+0.9%
Expenses	$980,681	$605,419	+0.6%
Net Income	$456,073	$147,344	+2.1%

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

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

$351,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON L MILLS	SECRETARY	1.00	Officer Director	$0	$0	$0
KIRK FORDHAM	CHAIRMAN	4.00	Officer Director	$0	$0	$0
CHRISTOPHER DEWEY	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL FIELD V	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PARKS	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE RAUNER	DIRECTOR	1.00	Director	$0	$0	$0
ANNA H UPTON	CEO	40.00	Officer	$351,800	$0	$351,800

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	No data	No data	No data	No data
2023	$1,436,754	$980,681	$823,879	$456,073
2022	$752,763	$605,419	$360,040	$147,344
2021	$462,412	$571,209	$205,593	$-108,797
2020	$1,323,906	$1,126,872	$287,080	$197,034
2019	$604,024	$645,066	$98,694	$-41,042
2018	$1,740,563	$1,618,102	$139,744	$122,461