EVERGREENHEALTH FOUNDATION (EIN 911519430) - 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

1990

Legal Domicile

Principal Officer

LORI KLOES

Phone

4258991900

Tax Period

2023-01-01 to 2023-12-31

EVERGREENHEALTH FOUNDATION, founded in 1990, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $5.1M exceeded revenue, resulting in a 23% operating deficit.

Mission

SUPPORT EVERGREENHEALTH (KING COUNTY PUBLIC HOSPITAL DISTRICT #2)

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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 $3,892,563

Program Service Revenue $0

Investment Income $566,288

Other Revenue $-257,703

TOTAL REVENUE $4,201,148

Expense Breakdown

Grants Paid $4,883,646

Salaries & Benefits $0

Fundraising Expenses $7,775

Program Expenses $4,916,408

Other Expenses $265,034

TOTAL EXPENSES $5,148,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,201,148	$5,004,527	-0.2%
Expenses	$5,148,680	$3,469,817	+0.5%
Net Income	$-947,532	$1,534,710	-1.6%

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

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

$703,755

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY AMBROSE	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JEFF CASHMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RACHEL KNIGHT	PROGRAM CHAIR	2.00	Officer Director	$0	$0	$0
VICKY NOLLETTE	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELE RUTHERFORD	GALA CHAIR	2.00	Officer Director	$0	$0	$0
KELLY WILLIAMS	TREASURER	2.00	Officer Director	$0	$0	$0
MEGAN BAUMGARTNER	TRUSTEE	2.00	Director	$0	$0	$0
SANDY CAIRNS	TRUSTEE	2.00	Director	$0	$0	$0
DREW COPITZKY	TRUSTEE	2.00	Director	$0	$0	$0
SHAWN D'AMELIO	TRUSTEE	2.00	Director	$0	$0	$0
DOUG EDLUND	TRUSTEE	2.00	Director	$0	$0	$0
BOB FERGUSON	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE GREATHOUSE	TRUSTEE	2.00	Director	$0	$0	$0
GURLEEN GULATI	TRUSTEE	2.00	Director	$0	$0	$0
MOLLY HILL	TRUSTEE	2.00	Director	$0	$0	$0
LEAH HOGE	TRUSTEE	2.00	Director	$0	$0	$0
KARL LINDOR	TRUSTEE	2.00	Director	$0	$0	$0
HONG QI	TRUSTEE	2.00	Director	$0	$0	$0
JASON HOLLAWAY	TRUSTEE	2.00	Director	$0	$0	$0
MATT LARKIN	TRUSTEE	2.00	Director	$0	$0	$0
LORI KLOES	EXECUTIVE DIRECTOR	40.00	Officer	$0	$40,202	$329,782
ELENA SILESKY	SR. MAJOR GIFTS OFFICER	40.00	Officer	$0	$9,654	$65,008
MEGAN WHITMAN	MAJOR GIFTS OFFICER	40.00	Officer	$0	$15,789	$122,295
SHAUNA SMITH	CORP REL & SPEC EVENTS OFF	40.00	Officer	$0	$16,002	$117,610
JENNIFER HOYORD	SR. MAJ GIFTS OFF (TRM 9/23)	40.00	Officer	$0	$16,263	$69,060
MEG POWERS	DIRECTOR	40.00	Highest	$0	$26,626	$170,722

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	$4,201,148	$5,148,680	$13,002,276	$-947,532
2022	$5,004,527	$3,469,817	$14,776,316	$1,534,710
2021	$5,519,307	$5,295,635	$14,358,412	$223,672
2020	$5,080,933	$3,763,673	$13,297,883	$1,317,260
2019	$3,366,658	$4,764,269	$10,939,152	$-1,397,611
2018	$4,618,528	$2,237,671	$12,342,997	$2,380,857

EVERGREENHEALTH FOUNDATION