EVERGREEN COUNTRY DAY SCHOOL

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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

2003

Legal Domicile

Principal Officer

KABE ERKENBRACK

Phone

3036743400

Tax Period

2023-07-01 to 2024-06-30

EVERGREEN COUNTRY DAY SCHOOL, founded in 2003, is a community nonprofit in the Education sector that reported $7.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $6.7M left a modest 7% surplus.

Mission

THE MISSION OF EVERGREEN COUNTRY DAY SCHOOL IS TO INSPIRE AND PREPARE STUDENTS TO THRIVE AND CREATE A BETTER WORLD.

Program Service Accomplishments

Program 1

Expenses: $5,412,790 Revenue: $6,278,050

EVERGREEN COUNTRY DAY SCHOOL IS A TUITION-BASED INDEPENDENT SCHOOL THAT OFFERS EARLY CHILDHOOD PROGRAMS FOR CHILDREN AS YOUNG AS 18 MONTHS OLD, EXTENDING THROUGH PRE-KINDERGARTEN. THE ELEMENTARY...

EVERGREEN COUNTRY DAY SCHOOL IS A TUITION-BASED INDEPENDENT SCHOOL THAT OFFERS EARLY CHILDHOOD PROGRAMS FOR CHILDREN AS YOUNG AS 18 MONTHS OLD, EXTENDING THROUGH PRE-KINDERGARTEN. THE ELEMENTARY SCHOOL PROVIDES EXCEPTIONAL LEARNING OPPORTUNITIES FOR CHILDREN IN KINDERGARTEN THROUGH 4TH GRADE, WHILE THE MIDDLE SCHOOL ACCOMMODATES GRADES 5TH-8TH. THE SCHOOL'S COMPREHENSIVE PROGRAM IMPLEMENTS CURRICULUM THAT PROVIDES A PROGRESSION OF SKILLS AND CONCEPTS IN ACADEMIC SUBJECTS WITH CONSIDERATION FOR INDIVIDUAL ABILITIES. OPPORTUNITIES ARE OFFERED FOR INTELLECTUAL GROWTH, SOCIAL EXPERIENCES, AND MORAL DEVELOPMENT TO ENABLE STUDENTS TO BECOME MORE RESOURCEFUL AND RESPONSIBLE MEMBERS OF SOCIETY. THE SCHOOL IS COMMITTED TO CULTIVATING A COMMUNITY THAT PROVIDES ALL STUDENTS WITH WELL-ROUNDED ACADEMIC EDUCATION WHILE BUILDING GLOBAL CITIZENS WITH GREAT CHARACTER AND INTEGRITY.

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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 $685,859

Program Service Revenue $6,278,050

Investment Income $153,528

Other Revenue $31,125

TOTAL REVENUE $7,148,562

Expense Breakdown

Grants Paid $669,783

Salaries & Benefits $3,766,630

Fundraising Expenses $151,274

Program Expenses $5,412,790

Other Expenses $2,236,556

TOTAL EXPENSES $6,672,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,148,562	$6,292,663	+0.1%
Expenses	$6,672,969	$5,828,481	+0.1%
Net Income	$475,593	$464,182	+0.0%

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

$460,791

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY HATTON	CHAIR	1.00	Officer Director	$0	$0	$0
JEFF KNUPP	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BARB SCRIPPS	TREASURER	1.00	Officer Director	$0	$0	$0
LESLIE HAMILTON	SECRETARY	1.00	Officer Director	$0	$0	$0
BRENDA KING	TRUSTEE	1.00	Director	$0	$0	$0
LARA LAYTON	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN MCDANAL	TRUSTEE	1.00	Director	$0	$0	$0
MIKE MCINTOSH	TRUSTEE	1.00	Director	$0	$0	$0
MUSTAFA OSTRANDER	TRUSTEE	1.00	Director	$0	$0	$0
MARK RAMIREZ	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN SANDQUIST	TRUSTEE	1.00	Director	$0	$0	$0
MADISON ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
SALLY ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
MARK SEXTON	TRUSTEE	1.00	Director	$0	$0	$0
SETH GALLAHER	TRUSTEE	1.00	Director	$0	$0	$0
MAGGIE MCCONNEL	TRUSTEE	1.00	Director	$0	$0	$0
LANCE LITTLE	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH ERKENBACK	HEAD OF SCHOOL	40.00	Officer	$227,900	$66,333	$294,233
JOLEEN MOSSONI POLK	DIRECTOR OF FINANCE AND OP	40.00	Officer	$120,142	$46,416	$166,558

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	No data	No data	No data	No data
2024	$7,148,562	$6,672,969	$15,272,592	$475,593
2023	$6,292,663	$5,828,481	$14,941,182	$464,182
2022	$5,502,213	$4,842,139	$14,421,902	$660,074
2021	$5,419,807	$4,338,386	$12,506,293	$1,081,421
2020	$5,309,231	$4,213,806	$11,708,691	$1,095,425
2019	$4,499,331	$4,623,508	$10,023,099	$-124,177
2018	$4,413,485	$4,603,466	$10,390,290	$-189,981