EVERGREEN TEACHERS ASSOCIATION (EIN 770002410) - 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

1981

Legal Domicile

Principal Officer

Suzanne Lima

Phone

4082720601

Tax Period

2021-09-01 to 2022-08-31

EVERGREEN TEACHERS ASSOCIATION, founded in 1981, is a small nonprofit that reported $202K in total revenue in fiscal year 2021. The organization ran a surplus of $37K, a strong 18% operating margin.

Mission

TO REPRESENT ITS MEMBERS IN THEIR RELATIONS WITH THEIR EMPLOYER IN ALL MATTERS RELATING TO EMPLOYMENT CONDITIONS, INCLUDING BUT NOT LIMITED TO WAGES, HOURS, AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $199,798

Investment Income $30

Other Revenue $2,315

TOTAL REVENUE $202,143

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,000

Fundraising Expenses $0

Other Expenses $128,449

TOTAL EXPENSES $165,449

Year-over-Year Comparison

	2021	2020	Change
Revenue	$202,143	$203,882	0.0%
Expenses	$165,449	$158,901	+0.0%
Net Income	$36,694	$44,981	-0.2%

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

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

$24,200

Total Directors

$32,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Suzanne Lima	President	40.00	Officer Director	$9,975	$0	$9,975
Tami Compton	Vice President	2.00	Officer Director	$7,825	$0	$7,825
Melody Sutton	Treasurer	2.00	Officer Director	$3,400	$0	$3,400
SARAH CICCARELLO	Secretary	2.00	Officer Director	$3,000	$0	$3,000
Sarah Johnson	Director	1.00	Director	$2,400	$0	$2,400
KEVIN WILBON	Director	1.00	Director	$1,200	$0	$1,200
ALISON MACKEY	Director	1.00	Director	$1,200	$0	$1,200
OLGA SANDOVAL	Director	1.00	Director	$1,200	$0	$1,200
PATRICIA VALDILLEZ	Director	1.00	Director	$1,200	$0	$1,200
Annie Williams-Conrad	Director	1.00	Director	$600	$0	$600
HYE HAN	Director	1.00	Director	$0	$0	$0
LENA MORALES	Director	1.00	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
2022	$202,143	$165,449	$295,589	$36,694
2021	$203,882	$158,901	$299,789	$44,981
2020	$207,841	$188,119	$213,914	$19,722
2019	$216,992	$214,802	$194,192	$2,190
2018	$228,157	$223,684	$192,002	$4,473

EVERGREEN TEACHERS ASSOCIATION