SEMPERVIRENS FUND (EIN 942155097) - 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

1906

Legal Domicile

Principal Officer

SARA BARTH

Phone

6509491453

Tax Period

2024-07-01 to 2025-06-30

SEMPERVIRENS FUND, founded in 1906, is a mid-sized nonprofit in the Environment sector that reported $12.6M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.7M, a strong 30% operating margin.

Mission

TO ENSURE COAST REDWOOD FORESTS IN THE SANTA CRUZ MOUNTAINS THRIVE FOR GENERATIONS TO COME.

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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 $11,829,267

Program Service Revenue $49,335

Investment Income $728,742

Other Revenue $2,610

TOTAL REVENUE $12,609,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,623,176

Fundraising Expenses $1,925,080

Program Expenses $5,941,416

Other Expenses $5,007,269

TOTAL EXPENSES $8,883,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,609,954	$10,963,707	+0.2%
Expenses	$8,883,077	$6,678,078	+0.3%
Net Income	$3,726,877	$4,285,629	-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

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

$466,476

Total Directors

Key Employees

$874,381

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER STAPLE	PRESIDENT	1.00	Officer Director	$0	$0	$0
VISHY VENUGOPALAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GAGE DAYTON	SECRETARY	1.00	Officer Director	$0	$0	$0
EVAN SIEGEL	AUDIT CHAIR	1.00	Director	$0	$0	$0
KEVIN FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
DANA MCRAE	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA KOCH	DIRECTOR	1.00	Director	$0	$0	$0
MARIMO BERK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WATKINS	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE WENDER	DIRECTOR	1.00	Director	$0	$0	$0
JUAN BENITEZ	DIRECTOR	1.00	Director	$0	$0	$0
BRAD LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
RAJ-ANN REKHI GILL	DIRECTOR	1.00	Director	$0	$0	$0
SARA BARTH	EXECUTIVE DIRECTOR	40.00	Officer	$290,186	$24,845	$315,031
CLAIRE SUNSPIRAL	CHIEF FINANCIAL OFFICER	40.00	Officer	$135,713	$15,732	$151,445
MICHAEL KAWALEK	DEPUTY DIRECTOR	40.00	Key Emp	$228,759	$19,976	$248,735
JULIE SEELEN	CHIEF OF PHILANTHROPY	40.00	Key Emp	$203,283	$29,767	$233,050
MATTHEW SHAFFER	CHIEF MARKETING AND COMMUNICATIONS	40.00	Key Emp	$201,254	$19,120	$220,374
LAURA MCLENDON	DIRECTOR OF CONSERVATION PLANNING	40.00	Key Emp	$150,620	$21,602	$172,222
AMANDA KRAUS	DIRECTOR OF TRIBUTE & LEGACY GIVING	40.00	Highest	$131,723	$20,763	$152,486
RACHEL DANN	DIRECTOR OF GOVERNMENT RELATIONS	40.00	Highest	$128,004	$16,682	$144,686
ANN BLANCHARD	DIR. OF ANNUAL PHILANTHROPIC GIVING	40.00	Highest	$121,059	$15,459	$136,518
BEATRIX JIMENEZ-HELSLEY	NATURAL RESOURCE MANAGER	40.00	Highest	$109,270	$15,677	$124,947
MELISA CAMBRON PEREZ	FIELD OPERATIONS MANAGER	40.00	Highest	$101,544	$13,891	$115,435

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	$12,609,954	$8,883,077	$46,948,513	$3,726,877
2024	$10,963,707	$6,678,078	$43,044,840	$4,285,629
2023	$12,822,982	$16,263,251	$38,420,145	$-3,440,269
2022	$9,236,785	$6,151,100	$44,886,574	$3,085,685
2021	$11,843,679	$4,837,494	$39,697,785	$7,006,185
2020	$7,857,590	$5,423,891	$33,085,071	$2,433,699
2019	$6,475,038	$5,044,057	$31,544,991	$1,430,981

SEMPERVIRENS FUND