MILLENNIUM EVERGREEN CHARITABLE FU… - Form 990 Financial Data

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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

2018

Legal Domicile

Principal Officer

MATTHEW KEEFER

Phone

4103565900

Tax Period

2023-01-01 to 2023-12-31

MILLENNIUM EVERGREEN CHARITABLE FUND, founded in 2018, is a small nonprofit that reported $133K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring.

Mission

TO DEVELOP THE SKILLS, UNDERSTANDING, KNOWLEDGE AND SPIRITUAL RESOURCES NECESSARY FOR SUCCESS IN THE 21ST CENTURY.

Program Service Accomplishments

Program 1

Expenses: $132,600

PROVIDE GRANTS TO NONPROFIT ORGANIZATIONS DEDICATED TO THE ADVANCEMENT OF MILLENNIUM EVERGREEN'S GOALS.

Program 2

BUILD WEBSITE AND PROVIDE EDUCATIONAL MATERIAL TO THE PUBLIC. ALSO, DEVELOP A VARIETY OF CURRICULA AND CURRICULAR APPROACHES AND MAKE THESE AVAILABLE THROUGH THE WEBSITE.

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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 $132,600

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $132,600

Expense Breakdown

Grants Paid $120,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,600

Other Expenses $12,000

TOTAL EXPENSES $132,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,600	$854,100	-0.8%
Expenses	$132,600	$854,100	-0.8%
Net Income	$0	$0	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WARREN LAMMERT	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
J VANDER STOEP	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
JAMES GREEN	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW KEEFER	PRESIDENT/DIRECTOR	1.00	Officer 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
2023	$132,600	$132,600	No data	No data
2022	$854,100	$854,100	No data	No data
2021	$3,789,200	$3,789,200	No data	No data
2020	$2,218,650	$2,218,650	No data	No data
2019	$381,850	$381,850	No data	No data

MILLENNIUM EVERGREEN CHARITABLE FUND