EVERGREEN SECURITY TRUST (EIN 910630779) - 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

1953

Legal Domicile

Principal Officer

ROBERT A BOHRER

Phone

4257717359

Tax Period

2024-01-01 to 2024-12-31

EVERGREEN SECURITY TRUST, founded in 1953, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS.

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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 $0

Program Service Revenue $1,609,747

Investment Income $23,978

Other Revenue $0

TOTAL REVENUE $1,633,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,000

Fundraising Expenses $0

Other Expenses $166,901

TOTAL EXPENSES $1,611,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,633,725	$1,478,841	+0.1%
Expenses	$1,611,572	$1,462,942	+0.1%
Net Income	$22,153	$15,899	+0.4%

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

N/A

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

$24,000

Total Directors

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT A BOHRER	CHAIRMAN	5.00	Officer Director	$24,000	$0	$24,000

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	$1,633,725	$1,611,572	$513,185	$22,153
2023	$1,478,841	$1,462,942	$478,627	$15,899
2022	$1,287,119	$1,269,243	$460,211	$17,876
2021	$1,343,015	$1,305,870	$515,066	$37,145
2020	$1,416,746	$1,376,767	$498,057	$39,979
2019	$1,433,288	$1,458,483	$456,593	$-25,195
2018	$1,452,269	$1,530,109	$429,551	$-77,840

EVERGREEN SECURITY TRUST