EVERGREEN STRATEGIES FOUNDATION (EIN 770710527) - 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

2008

Legal Domicile

Principal Officer

JAMES M DULIN

Phone

7043581000

Tax Period

2019-01-01 to 2019-12-31

EVERGREEN STRATEGIES FOUNDATION, founded in 2008, is a small nonprofit that reported $342K in total revenue in fiscal year 2019. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $213K, a strong 62% operating margin.

Mission

THE EVERGREEN STRATEGIES FOUNDATION'S MISSION IS TO PROVIDE SUSTAINABLE SOLUTIONS TO HOUSING AND POVERTY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $341,266

Program Service Revenue $0

Investment Income $999

Other Revenue $0

TOTAL REVENUE $342,265

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $90,920

Program Expenses $28,524

Other Expenses $126,372

TOTAL EXPENSES $129,372

Year-over-Year Comparison

	2019	2018	Change
Revenue	$342,265	$621,500	-0.4%
Expenses	$129,372	$427,448	-0.7%
Net Income	$212,893	$194,052	+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

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
JIM DULIN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
SUSAN DULIN	DIRECTOR OF INTERNATIONAL PROJECTS	1.00	Director	$0	$0	$0
JEFF FLOYD	DIRECTOR OF ISRAEL PROJECT	1.00	Director	$0	$0	$0
TERRY SHOOK	DIRECTOR OF AFFORDABLE HOUSING	1.00	Director	$0	$0	$0
CARY SUMMERS	DIRECTOR OF FUNDRAISING ISRAEL	1.00	Director	$0	$0	$0
DOUG BENEFIELD	DIRECTOR OF INTERNET FUNDRAISING	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
2019	$342,265	$129,372	$419,802	$212,893

EVERGREEN STRATEGIES FOUNDATION