EVERGREEN ASSOCIATES INC (EIN 721210613) - 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

1995

Legal Domicile

Principal Officer

ANITA CUNNINGHAM

Phone

9852231525

Tax Period

2023-01-01 to 2023-12-31

EVERGREEN ASSOCIATES INC, founded in 1995, is a small nonprofit that reported $259K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $300K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO FURTHER LIONISH IN HOUMA TERREBONNE AREA

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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 $33,437

Program Service Revenue $0

Investment Income $98

Other Revenue $225,643

TOTAL REVENUE $259,178

Expense Breakdown

Grants Paid $8,198

Salaries & Benefits $172,321

Fundraising Expenses $0

Program Expenses $198,804

Other Expenses $119,043

TOTAL EXPENSES $299,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,178	$336,331	-0.2%
Expenses	$299,562	$406,047	-0.3%
Net Income	$-40,384	$-69,716	-0.4%

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

$41,014

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMMIE BERGERON	TREASURER	10.00	Officer	$41,014	$0	$41,014
ANITA CUNNINGHAM	PRESIDENT	10.00	Officer	$0	$0	$0
MITZI FALCON	SECRETARY	10.00	Officer	$0	$0	$0
MARANDA TRAHAN	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
2024	No data	No data	No data	No data
2023	$259,178	$299,562	$909,522	$-40,384
2022	$336,331	$406,047	$971,234	$-69,716
2021	$299,703	$337,393	$1,020,054	$-37,690
2020	$338,198	$406,109	$1,058,443	$-67,911
2019	$531,789	$563,068	$1,147,218	$-31,279
2018	$471,731	$506,051	$1,188,976	$-34,320

EVERGREEN ASSOCIATES INC