EVERGREEN UNION RETIREMENT ASSOCIA… - Form 990 Financial Data

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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

1995

Legal Domicile

Principal Officer

WALLACE JENSEN

Phone

5032314922

Tax Period

2024-07-01 to 2025-06-30

EVERGREEN UNION RETIREMENT ASSOCIATION INC, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $625K in total revenue in fiscal year 2024. The organization ran a surplus of $605K, a strong 97% operating margin.

Mission

PROVIDE AFFORDABLE HOUSING FOR ELDERLY AND OTHER LOW INCOME RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $20,000

PROVIDED AFFORDABLE HOUSING FOR ELDERLY AND OTHER LOW INCOME RESIDENTS, BENEFITING APPROXIMATELY 240 INDIVIDUALS AND FAMILIES.

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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 $0

Investment Income $625,109

Other Revenue $0

TOTAL REVENUE $625,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,000

Other Expenses $20,000

TOTAL EXPENSES $20,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$625,109	$612,184	+0.0%
Expenses	$20,000	$69,034	-0.7%
Net Income	$605,109	$543,150	+0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALLACE JENSEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
ROGER D KALDAHL	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
JEFF MCGILLIVRAY	DIRECTOR	N/A	Director	$0	$0	$0
RODNEY SPRINKLE	DIRECTOR	N/A	Director	$0	$0	$0
RAY TAYLOR	DIRECTOR	N/A	Director	$0	$0	$0
MATHEW WILLIAMS	DIRECTOR	N/A	Director	$0	$0	$0

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	$625,109	$20,000	$26,964,159	$605,109
2024	$612,184	$69,034	$26,400,524	$543,150
2023	$457,423	$34,192	$25,857,374	$423,231
2022	$607,008	$573,078	$22,850,099	$33,930
2021	$1,275,981	No data	$22,816,169	No data
2020	$3,625,923	No data	$21,539,857	No data
2019	$16,852,801	$906,882	$17,909,330	$15,945,919

EVERGREEN UNION RETIREMENT ASSOCIATION INC