EVERGREEN PRESBYTERIAN MINISTRIES INC (EIN 720537029) - 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

1959

Legal Domicile

Principal Officer

Dr Susan M Buchholtz

Phone

3189495500

Tax Period

2024-07-01 to 2025-06-30

EVERGREEN PRESBYTERIAN MINISTRIES INC, founded in 1959, is a mid-sized nonprofit in the Human Services sector that reported $71.4M in total revenue in fiscal year 2024. Expenses of $67.6M left a modest 5% surplus.

Mission

Evergreen's mission is to serve, provide for and champion individuals with disabilities.

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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 $952,052

Program Service Revenue $69,523,905

Investment Income $260,274

Other Revenue $674,998

TOTAL REVENUE $71,411,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,154,726

Fundraising Expenses $559,540

Program Expenses $50,667,521

Other Expenses $23,411,531

TOTAL EXPENSES $67,566,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,411,229	$68,459,184	+0.0%
Expenses	$67,566,257	$66,510,590	+0.0%
Net Income	$3,844,972	$1,948,594	+1.0%

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

1931

Volunteers

120

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

$902,411

Total Directors

Key Employees

$348,340

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Susan M Buchholtz	President/CEO	40	Officer	$388,095	$23,253	$411,348
Kent Craft	Executive VP of Admin/CFO	40	Officer	$264,617	$37,989	$302,606
Yvone Smith	Chief of Staff	40	Officer	$170,883	$17,574	$188,457
Douglas Ryland	Regional VP - Central Region	40	Key Emp	$160,876	$14,995	$175,871
Sharon Gomez	Chief Compliance Officer	40	Key Emp	$154,600	$17,869	$172,469
Robert Rains	Chief Business Officer	40	Highest	$146,906	$17,357	$164,263
Jarrod Adams	Regional VP - Eastern Region	40	Highest	$146,280	$13,973	$160,253
Dr Rachael Peters	Chief Human Resources Officer	40	Highest	$137,561	$15,519	$153,080
Joseph Foran	Chief Information Officer	40	Highest	$144,376	$0	$144,376
David Parker	Chief Strategy/Innovation Officer	40	Highest	$125,284	$6,481	$131,765
Frank C Davis III	Board of Directors - Chair	3	Director	$0	$0	$0
Dr Maling Ebrahimpour	Board of Directors - Secretary Treasurer	3	Director	$0	$0	$0
Rev Jim Freeman	Board of Directors - Synod Liason	3	Director	$0	$0	$0
R Lewis Smith Jr	Board of Directors - Immediate Past Chair	3	Director	$0	$0	$0
Dr Franco Marcantonio	Board of Directors - Chair-Elect	3	Director	$0	$0	$0
Jerald Adams	Board of Directors	3	Director	$0	$0	$0
Tiffany Baylor	Board of Directors	3	Director	$0	$0	$0
Dr Julius Beckham	Board of Directors	3	Director	$0	$0	$0
Dr William Brown	Board of Directors	3	Director	$0	$0	$0
Cynthia Cook	Board of Directors	3	Director	$0	$0	$0
Roger Edelman	Board of Directors	3	Director	$0	$0	$0
Dr Eric Emerson	Board of Directors	3	Director	$0	$0	$0
Danny Gray	Board of Directors	3	Director	$0	$0	$0
Dr JR Harding	Board of Directors	3	Director	$0	$0	$0
Elizabeth Haston	Board of Directors	3	Director	$0	$0	$0
Joseph Henrick	Board of Directors	3	Director	$0	$0	$0
Dr Tracy Kizer	Board of Directors	3	Director	$0	$0	$0
Rev Robert Malsbary	Board of Directors	3	Director	$0	$0	$0
Dr Larry McCoy	Board of Directors	3	Director	$0	$0	$0
Patrick Murray	Board of Directors	3	Director	$0	$0	$0
Wengay Newton	Board of Directors	3	Director	$0	$0	$0
Christopher Price Sr	Board of Directors	3	Director	$0	$0	$0
Mary Quaid	Board of Directors	3	Director	$0	$0	$0
Barry Rubin	Board of Directors	3	Director	$0	$0	$0
Christopher Ruffin Jr	Board of Directors	3	Director	$0	$0	$0
Dr Elizabeth Weiss	Board of Directors	3	Director	$0	$0	$0
James Williams	Board of Directors	3	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	$71,411,229	$67,566,257	$41,485,801	$3,844,972
2024	$68,459,184	$66,510,590	$36,725,789	$1,948,594
2023	$69,477,839	$65,041,118	$36,900,748	$4,436,721
2022	$67,034,413	$65,161,913	$35,637,586	$1,872,500
2021	$66,345,605	$62,584,091	$30,547,492	$3,761,514
2020	$65,774,672	$63,267,225	$30,220,615	$2,507,447
2019	$62,424,733	$62,179,902	$27,748,435	$244,831

EVERGREEN PRESBYTERIAN MINISTRIES INC