EVERGREEN STRATEGIES FOUNDATION

EIN: 770710527 501(c)(3)

CHARLOTTE, NC

Total Revenue
$342,265
Total Expenses
$129,372
Total Assets
$419,802
Net Assets
$419,802
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
NC
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 IS AN ORGANIZATION THAT CREATES "SUSTAINABLE SOLUTIONS TO HOUSING AND POVERTY." WE DEVELOP CLEAR VISION STATEMENTS AND STRATEGIES FOR EACH AREA OF IMPACT, AND WE WORK TO BE SURE EFFECTIVE TEAMS ARE WORKING ON THOSE STRATEGIES. WE THEN PROVIDE FINANCIAL SUPPORT AND ASSISTANCE/OVERSIGHT TO EACH.THE WORLD IS FULL OF POVERTY AND SUBSTANDARD HOUSING AT MANY LEVELS - AND GOD CALLS US TO HELP THOSE WHO ARE LESS FORTUNATE. AT THE EVERGREEN STRATEGIES FOUNDATION, WE ALSO BELIVE GOD CALLS US TO USE THE RESOURCES HE HAS GIVEN US AS WISELY AS POSSIBLE, THUS OUR COMMITMENT TO SUSTAINABLE STRATEGIES.

Program Service Accomplishments

Program 1
Expenses: $19,000

OUR GUATEMALA STATEGY - GUATEMALA IS A VERY POOR COUNTRY IN LATIN AMERICA, WHERE MANY FAMILIES LIVE ON $1 PER DAY. THERE IS SIGNIFICANT MALNUTRITION, AS WELL AS SUB-STANDARD HOUSING IN EVERY CITY AND...

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OUR GUATEMALA STATEGY - GUATEMALA IS A VERY POOR COUNTRY IN LATIN AMERICA, WHERE MANY FAMILIES LIVE ON $1 PER DAY. THERE IS SIGNIFICANT MALNUTRITION, AS WELL AS SUB-STANDARD HOUSING IN EVERY CITY AND VILLAGE.WE CHOSE TO HELP A SMALL VILLAGE IN RURUAL GUATEMALA, BECAUSE LATIN AMERICA IS OFTEN FORGOTTEN WHEN IT COMES TO CHARITABLE EFFORTS DUE TO FOCUS ON DISASTER RELIEF IN AFRICA.WE CHOSE THE VILLAGE OF LA LADRILLERA, GUATEMALA BECAUSE WE WANTED TO GET TO KNOW THE 600 FAMILIES THERE. THE FAMILIES HAVE STRONG CHRISTIAN BELIEFS. THE MEN HAVE STAYED IN THE VILLAGE BUT THEY LACK THE RESOURCES AND A CLEAR STRATEGY TO TAKE CARE OF THEIR VILLAGE ON A SUSTAINABLE BASIS. WE ALSO WANTED TO WORK IN A VILLAGE THAT IS REASONABLY SAFE, SO CHILDREN COULD ALSO SAFELY VISIT.OUR STRATEGY IS TO HELP THE VILLAGE HOLISTICALLY TO INCREASE INCOME AND THE QUALITY OF LIFE. SO FAR OUR PROGRAMS HAVE INCLUDED:1. A COFFEE PROGRAM TO HELP FAMILIES INCREASE PRODUCTION BY REPLACING THEIR OLDER COFFEE PLANTS AND FERTILIZING PLANTS.2. A PROGRAM TO HELP FAMILIES RAISE CHICKENTS FOR FOOD AND INCOME.3. A HOUSING PROGRAM TO BUILD BAMBOO HOUSING AND TEACH A BUILDER IN THE VILLAGE HOW TO CONTINUE THAT BUILDING. THIS BUILDER ALSO BUILDS BAMBOO FURNITURE.4. PROVIDING COMPUTERS FOR THE VILLAGE SCHOOL, SINCE GUATEMALA'S GOVERNMENT DOES NOT INCLUDE COMPUTERS IN A SCHOOL BUDGET.5. PROVIDING A LIBRARY FOR THE VILLAGE, WHERE STUDENTS CAN DO THEIR HOMEWORK AND PARENTS CAN USE THE COMPUTERS, INTERNET AND PRINTERS.6. PROVIDING A COMMUNITY STORE WHERE CLOTHING, SHOES, ETC. FROM THE US CAN BE PURCHASED FOR $1.7. PROVIDING SUPPORT FOR A VILLAGE NURSE WHO A) HELPS FAMILIES AND MIDWIVES WITH PRENATAL SERVICES, B) ATTENDS TO CUTS FROM THE MACHETES USED IN HARVESTING COFFEE, AND C) PROVIDES NURSING ASSISTANCE PRIOR TO ANY HOSPITAL NEEDS (THE HOSPITAL IS A 30 MINUTE RIDE FROM THE VILLAGE AND THEY HAVE NO MEDICAL INSURANCE).AS ADDITIONAL SUPPORT FOR THESE PROGRAMS, WE HAVE ADDED A TEAM MEMBER TO OUR STAFF WHO LIVES IN GUATEMALA CITY. STANLEY ROMERO PROVIDES US WITH TRANSPORTATION AND SECURITY DURING OUR ANNUAL TRIPS TO THE VILLAGE AND ALSO VISITS THE VILLAGE QUARTERLY TO SUPPORT OUR PROGRAMS THERE.

Program 2
Expenses: $3,000

OUR HOMELESS SHELTER STATEGY -CHARLOTTE HAS A HOMELESS POPULATION OF ABOUT 600 MEN, WOMEN AND CHILDREN. THESE INDIVIDUALS AND FAMILIES REPRESENT THE POOREST AND MOST DISADVANTAGED OF OUR...

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OUR HOMELESS SHELTER STATEGY -CHARLOTTE HAS A HOMELESS POPULATION OF ABOUT 600 MEN, WOMEN AND CHILDREN. THESE INDIVIDUALS AND FAMILIES REPRESENT THE POOREST AND MOST DISADVANTAGED OF OUR COMMUNITY.MANY OF THESE INDIVIDUALS ARE MENTALLY ILL AND UNABLE TO FUNCTION NORMALLY IN SOCIETY. THESE INDIVIDUALS NEED PERMANENT, SUPPORTIVE HOUSING STAFFED BY TEAMS WHO UNDERSTAND THEIR NEEDS. THE EVERGREEN HOUSING FOUNDATION SUPPORTS THESE FACILITIES THROUGH DIRECT DONATIONS AND HELPING BUILD AND FURNISH THE EMERGENCY MEN'S SHELTER. MANY HOMELESS MEN ARE ALSO DEALING WITH ALCOHOL OR DRUG ADDICTIONS. THEY ARE ADMITTED AT THE EMERGENCY MEN'S SHELTER, BUT NEED CONVENIENT AND EFFECTIVE COUNSELING TO FIGHT THEIR ADDITCIONS BEFORE OTHER SERVICES WILL HELP. THE SHELTER CAN PROVIDE THEM WITH A WARM PLACE TO SLEEP, MEALS, AND A SHOWER AT THE END OF THE DAY.WE ARE CURRENTLY STUDYING THE BROADER HOMELESS ISSUE AND UPDATED OUR STRATEGY IN 2018.

Program 3
Expenses: $6,524

REFUGEE SUPPORT SERVICES

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
3

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
1
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
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
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