THE EVERGREEN 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

1963

Legal Domicile

Principal Officer

WILLIAM HALSEY BELL

Phone

2069571526

Tax Period

2024-07-01 to 2025-06-30

THE EVERGREEN SCHOOL, founded in 1963, is a mid-sized nonprofit in the Education sector that reported $32.7M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.1M, a strong 31% operating margin.

Mission

WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD.

Program Service Accomplishments

Program 1

Expenses: $15,502,018 Revenue: $20,280,688

EVERGREEN SCHOOL STRIVES TO DEVELOP IN ITS CHILDREN A COMPASSIONATE ATTITUDE TOWARD THE ENVIRONMENT AND A CURIOSITY WITH WHICH THEY GO WANDERING THROUGH LIFE, A PREREQUISITE FOR HIGHER LEVEL THOUGHT. THE SCHOOL CHALLENGES MULTIPLE PERSPECTIVES AND ULTIMATELY STRETCHES ITS STUDENTS MINDS THROUGH THE EIGHTH GRADE. APPROXIMATELY 508 STUDENTS FROM PRESCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2024/2025 SCHOOL YEAR.

Program 2

Expenses: $1,668,837 Revenue: $1,678,772

THE EMPHASIS OF THE EVERGREEN SCHOOL'S SUMMER PROGRAM, EXTENDED CARE, AFTER SCHOOL CLASSES AND SEEDLINGS PROGRAMS IS ON EMBRACING OUR NATURAL ENVIRONMENT, NURTURING PROBLEM SOLVING AND THINKING...

THE EMPHASIS OF THE EVERGREEN SCHOOL'S SUMMER PROGRAM, EXTENDED CARE, AFTER SCHOOL CLASSES AND SEEDLINGS PROGRAMS IS ON EMBRACING OUR NATURAL ENVIRONMENT, NURTURING PROBLEM SOLVING AND THINKING SKILLS OF YOUNG STUDENTS, FOSTERING THEIR ARTISTIC AND CREATIVE ABILITIES, AND PROVIDING MANY OPPORTUNITIES FOR HEALTHY RECREATION AND SOCIALIZATION.

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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 $10,595,838

Program Service Revenue $21,863,452

Investment Income $74,807

Other Revenue $126,990

TOTAL REVENUE $32,661,087

Expense Breakdown

Grants Paid $2,024,523

Salaries & Benefits $14,467,916

Fundraising Expenses $775,132

Program Expenses $17,170,855

Other Expenses $5,814,834

TOTAL EXPENSES $22,549,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,661,087	$23,110,096	+0.4%
Expenses	$22,549,973	$20,112,868	+0.1%
Net Income	$10,111,114	$2,997,228	+2.4%

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

Employees

243

Volunteers

150

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

$657,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELISE KELLEY	CHAIR	10.00	Officer Director	$0	$0	$0
HARLYN SUSARLA	VICE CHAIR	6.00	Officer Director	$0	$0	$0
ZANA BUGAIGHIS	SECRETARY	4.00	Officer Director	$0	$0	$0
JASON WEINSTEIN	TREASURER	4.00	Officer Director	$0	$0	$0
CAREY ARMSTRONG	TRUSTEE	2.00	Director	$0	$0	$0
CATHERINE BOOMS	TRUSTEE	2.00	Director	$0	$0	$0
AMY BAUTISTA	TRUSTEE	2.00	Director	$0	$0	$0
DAVID BOWERMASTER	TRUSTEE	2.00	Director	$0	$0	$0
KAREEM BRANTLEY	TRUSTEE	2.00	Director	$0	$0	$0
MARC BRIDGE	TRUSTEE	2.00	Director	$0	$0	$0
TERE CARRAL	TRUSTEE	2.00	Director	$0	$0	$0
NICK ECHELBARGER	TRUSTEE	2.00	Director	$0	$0	$0
COURTNEY FULLER	TRUSTEE	2.00	Director	$0	$0	$0
HYEOK KIM	TRUSTEE	2.00	Director	$0	$0	$0
MAX KLEINMAN	TRUSTEE	2.00	Director	$0	$0	$0
MEG LAGONI	TRUSTEE	2.00	Director	$0	$0	$0
HAVEN LEY	TRUSTEE	2.00	Director	$0	$0	$0
RAED MALHAS	TRUSTEE	2.00	Director	$0	$0	$0
MIKE MCGILL	TRUSTEE	2.00	Director	$0	$0	$0
NICK PARKER	TRUSTEE	2.00	Director	$0	$0	$0
JEFF RAKOW	TRUSTEE	2.00	Director	$0	$0	$0
ARI STEINBERG	TRUSTEE	2.00	Director	$0	$0	$0
VIDYA VASU-DEVAN	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS WATSON	TRUSTEE	2.00	Director	$0	$0	$0
VONNIE WU	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM HALSEY BELL	HEAD OF SCHOOL	50.00	Officer	$410,626	$36,239	$446,865
DUNCAN LINN	CFO	40.00	Officer	$189,216	$21,611	$210,827
LONG PHAN	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$193,477	$23,424	$216,901
CATHERINE GORRISSEN	DIRECTOR OF ADVANCEMENT	40.00	Highest	$170,394	$21,795	$192,189
MICHELLE HARRISON	PRIMARY DIVISION HEAD	40.00	Highest	$145,290	$20,072	$165,362
JOHN MCLEAN	DIRECTOR OF ADMISSION	40.00	Highest	$138,999	$19,995	$158,994
JOHN ZAPATA	UPPER DIVISION HEAD	40.00	Highest	$157,620	$11,608	$169,228

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	$32,661,087	$22,549,973	$106,942,603	$10,111,114
2024	$23,110,096	$20,112,868	$60,249,824	$2,997,228
2023	$19,673,241	$18,642,409	$55,884,843	$1,030,832
2022	$18,688,724	$16,694,125	$54,109,732	$1,994,599
2021	$20,702,712	$15,491,040	$55,857,454	$5,211,672
2020	$16,734,805	$15,059,156	$48,041,273	$1,675,649
2019	$15,795,054	$14,627,192	$48,742,181	$1,167,862