THE EVERGREEN EDUCATION FOUNDATION (EIN 680474814) - 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

2001

Legal Domicile

Principal Officer

WINNIE WONG

Phone

5105012714

Tax Period

2023-01-01 to 2023-12-31

THE EVERGREEN EDUCATION FOUNDATION, founded in 2001, is a micro nonprofit in the Education sector that reported $49K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 57% operating margin.

Mission

TO IMPROVE EDUCATION OPPORTUNITIES FOR CHILDREN AND YOUNG ADULTS IN RURAL CHINA BY PROVIDING BOOKS, COMPUTERS, RELEVANT EQUIPMENT AND SUPPLIES, WORKSHOPS AND SEMINARS TO SCHOOLS OR LIBRARIES.

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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 $36,569

Program Service Revenue $0

Investment Income $12,393

Other Revenue $0

TOTAL REVENUE $48,962

Expense Breakdown

Grants Paid $16,066

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,178

Other Expenses $5,049

TOTAL EXPENSES $21,115

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,962	$33,786	+0.4%
Expenses	$21,115	$4,196	+4.0%
Net Income	$27,847	$29,590	-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

N/A

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
RODNEY AMEN	DEVELOPMENT	10.00	Director	$0	$0	$0
JO BELL WHITLATCH	SECRETARY	10.00	Director	$0	$0	$0
JERRY XU	FINANCE	10.00	Director	$0	$0	$0
LILI LUO	DEVELOPMENT	10.00	Officer	$0	$0	$0
WINNIE WONG	PRESIDENT	10.00	Officer	$0	$0	$0
JINGYI YU	VICE PRESIDE	10.00	Officer	$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	$48,962	$21,115	$1,572,538	$27,847
2022	$33,786	$4,196	$1,238,112	$29,590
2021	$33,041	$12,799	$1,469,882	$20,242
2020	$18,627	$12,814	$1,212,145	$5,813
2019	$37,027	$77,652	$1,030,204	$-40,625
2018	$22,925	$56,115	$904,199	$-33,190

THE EVERGREEN EDUCATION FOUNDATION