THE EVERGREEN CHARITABLE & EDUCATI… - Form 990 Financial Data

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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

2000

Legal Domicile

Principal Officer

JENNIFER LANHAM

Phone

5026391449

Tax Period

2023-01-01 to 2023-12-31

THE EVERGREEN CHARITABLE & EDUCATIONAL FOUNDATION INC, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $723K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $650K left a modest 10% surplus.

Mission

TO ASSIST CHILDREN AT RISK IN ROMANIA AND AMERICA.

Program Service Accomplishments

Program 1

Expenses: $644,640

PROVIDE SUPPORT TO ORGANIZATIONS INVOLVED IN THE SUPPORT OF ROMANIAN CHARITABLE ORGANIZATIONS. THIS INCLUCES THE OPERATION AND FUNDING OF ORPHANAGES IN ROMANIA. THE FOUNDATION FOCUSES ON SUPPORTING ORGANIZATIONS PROVIDING A FAMILY ENVIRONMENT FOR CARE, EDUCATION, AND SAFETY OF ROMANIAN CHILDREN FROM ORPHANAGES AND BROKEN HOMES. THE FOUNDATION'S GOAL IS TO SUPPORT CHILDREN IN A WAY TO ALLOW THEM TO BE COME POSITIVE SELF-SUFFICIENT ADULTS.

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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 $95,652

Program Service Revenue $0

Investment Income $627,091

Other Revenue $0

TOTAL REVENUE $722,743

Expense Breakdown

Grants Paid $642,223

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $644,640

Other Expenses $8,050

TOTAL EXPENSES $650,273

Year-over-Year Comparison

	2023	2022	Change
Revenue	$722,743	$871,775	-0.2%
Expenses	$650,273	$973,038	-0.3%
Net Income	$72,470	$-101,263	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY MCCANDLESS	DIRECTOR	0.50	Director	$0	$0	$0
CLEVE GAMBIL	DIRECTOR	0.50	Director	$0	$0	$0
DR STEVE HODGE	DIRECTOR	0.50	Director	$0	$0	$0
KAREN HUNT	DIRECTOR	0.50	Director	$0	$0	$0
BETH FLOYD	DIRECTOR	0.50	Director	$0	$0	$0
MURRAY MCCANDLESS	DIRECTOR	0.50	Director	$0	$0	$0
RALPH BARRINGER	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT TURNER	DIRECTOR	0.50	Director	$0	$0	$0
STEVE VANZANT	DIRECTOR	0.50	Director	$0	$0	$0
LORI ERBATU	DIRECTOR	0.50	Director	$0	$0	$0
KENDRICK MCCANDLESS	SECRETARY	40.00	Officer Director	$0	$0	$0
JENNIFER LANHAM	TREASURER	0.50	Officer Director	$0	$0	$0
MARY TURNER	PRESIDENT	0.50	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	No data	No data	No data	No data
2023	$722,743	$650,273	$8,268,436	$72,470
2022	$871,775	$973,038	$8,555,280	$-101,263
2021	$794,377	$462,556	$9,716,983	$331,821
2020	$2,523,136	$463,172	$9,054,338	$2,059,964
2019	$3,332,345	$734,132	$8,238,405	$2,598,213
2018	$1,986,548	$556,292	$4,767,818	$1,430,256

THE EVERGREEN CHARITABLE & EDUCATIONAL FOUNDATION INC