EVERGREEN COLLABORATIVE (EIN 861741610) - 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

2021

Legal Domicile

Principal Officer

LENA MOFFITT

Phone

2063825552

Tax Period

2023-01-01 to 2023-12-31

EVERGREEN COLLABORATIVE, founded in 2021, is a community nonprofit in the Environment sector that reported $9.1M in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 43% operating margin.

Mission

RESEARCH AND EDUCATION INTO POLICIES TO REDUCE THE IMPACTS OF CLIMATE CHANGE.

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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 $8,880,699

Program Service Revenue $0

Investment Income $177,154

Other Revenue $0

TOTAL REVENUE $9,057,853

Expense Breakdown

Grants Paid $84,000

Salaries & Benefits $3,127,282

Fundraising Expenses $285,925

Program Expenses $4,561,516

Other Expenses $1,882,824

TOTAL EXPENSES $5,172,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,057,853	$4,895,144	+0.9%
Expenses	$5,172,106	$4,027,472	+0.3%
Net Income	$3,885,747	$867,672	+3.5%

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

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

$469,767

Total Directors

$14,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY KEENAN	INTERIM CHAIR	5.00	Officer Director	$14,000	$0	$14,000
KC GOLDEN	SECRETARY	5.00	Officer Director	$0	$0	$0
HOLMES HUMMEL	TREASURER	5.00	Director	$0	$0	$0
KEYA CHATTERJEE	DIRECTOR	5.00	Director	$0	$0	$0
HAROLD MITCHELL	DIRECTOR	5.00	Director	$0	$0	$0
JULIAN BRAVE NOISECAT	DIRECTOR	5.00	Director	$0	$0	$0
LENA MOFFITT	EXECUTIVE DIRECTOR START APRIL	40.00	Officer	$226,940	$11,281	$238,221
JAMAL RAAD	EXECUTIVE DIRECTOR UNTIL MARCH	40.00	Officer	$207,419	$10,127	$217,546
RUFINO VELAZQUEZ	CHIEF OF STAFF	40.00	Highest	$160,923	$18,849	$179,772
JUSTIN BALIK	STATE PROGRAM DIRECTOR	40.00	Highest	$151,502	$28,081	$179,583
SAM HOLMAN	DIGITAL DIRECTOR	40.00	Highest	$140,563	$19,006	$159,569
HOLLY BURKE	SENIOR COMMUNICATIONS DIRECTOR	40.00	Highest	$141,205	$11,533	$152,738
SAM RICKETTS	FOUNDER UNTIL AUGUST	40.00	Highest	$134,015	$18,697	$152,712

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
2024	No data	No data	No data	No data
2023	$9,057,853	$5,172,106	$7,574,293	$3,885,747
2022	$4,895,144	$4,027,472	$3,614,342	$867,672
2021	$3,718,265	$1,161,756	$2,714,555	$2,556,509

EVERGREEN COLLABORATIVE