Evergreen Rotary Foundation Inc (EIN 841196645) - 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

2000

Legal Domicile

Principal Officer

Alan Steger

Phone

3035261872

Tax Period

2024-07-01 to 2025-06-30

Evergreen Rotary Foundation Inc, founded in 2000, is a small nonprofit in the Human Services sector that reported $331K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $295K left a modest 11% surplus.

Mission

To support community and international non-profit organizations and carry out local projects that reflect the Rotary focuses of education, sanitation, mother and child maternal health, peace and conflict resolution, and the environment.

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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 (2024)

Revenue Breakdown

Contributions & Grants $286,094

Program Service Revenue $0

Investment Income $37,806

Other Revenue $7,492

TOTAL REVENUE $331,392

Expense Breakdown

Grants Paid $218,438

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $290,625

Other Expenses $76,389

TOTAL EXPENSES $294,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,392	$291,179	+0.1%
Expenses	$294,827	$275,019	+0.1%
Net Income	$36,565	$16,160	+1.3%

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

125

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
Erica Sprenkel	Trustee	0.50	Director	$0	$0	$0
Jim Kreider	Treasurer	5.00	Officer Director	$0	$0	$0
Al Steger	President	2.00	Officer Director	$0	$0	$0
Kris Fisher	Trustee	0.50	Director	$0	$0	$0
Brenda Jensen	Trustee	0.50	Director	$0	$0	$0
Mindy Hanson	Trustee	0.50	Director	$0	$0	$0
Janie Meyers	Trustee	0.50	Director	$0	$0	$0
Scott White	Secretary	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
2025	$331,392	$294,827	$1,171,041	$36,565
2023	$338,205	$366,895	$991,455	$-28,690
2022	$308,927	$228,289	$972,276	$80,638
2021	$327,649	$266,591	$1,010,857	$61,058
2020	$473,333	$248,032	$885,685	$225,301
2019	$367,306	$129,588	$691,074	$237,718

Evergreen Rotary Foundation Inc