EVERGREEN COMMUNITY SCHOOL INC (EIN 954471708) - 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

1997

Legal Domicile

Principal Officer

KAITIE O'BRIEN

Phone

3104538255

Tax Period

2023-07-01 to 2024-06-30

EVERGREEN COMMUNITY SCHOOL INC, founded in 1997, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 3% surplus.

Mission

TO PROVIDE A PRESCHOOL EDUCATION FOR CHILDREN.

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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 $126,018

Program Service Revenue $1,410,902

Investment Income $110,155

Other Revenue $0

TOTAL REVENUE $1,647,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,254,785

Fundraising Expenses $0

Program Expenses $1,570,800

Other Expenses $341,515

TOTAL EXPENSES $1,596,300

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,647,075	$1,518,351	+0.1%
Expenses	$1,596,300	$1,512,838	+0.1%
Net Income	$50,775	$5,513	+8.2%

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

$123,194

Total Directors

$123,194

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAITIE O'BRIEN	DIRECTOR/CEO/PRESIDENT	45.0	Officer Director	$123,194	$0	$123,194
ALEXIA MONTI	DIRECTOR/SECRETARY	0.0	Officer Director	$0	$0	$0
SUSAN STOLLER	DIRECTOR	0.0	Director	$0	$0	$0
BRIAN WEISSERT	DIRECTOR/CO-CFO	0.0	Officer Director	$0	$0	$0
NILAY VORA	DIRECTOR	0.0	Director	$0	$0	$0
ANGELA WU	DIRECTOR	0.0	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	No data	No data	No data	No data
2024	$1,647,075	$1,596,300	$3,788,044	$50,775
2023	$1,518,351	$1,512,838	$3,752,215	$5,513
2022	$1,563,350	$1,224,650	$3,696,892	$338,700
2021	$1,261,233	$1,199,261	$3,571,288	$61,972
2020	$1,216,418	$1,327,245	$3,375,660	$-110,827
2019	$1,319,239	$1,048,496	$3,463,976	$270,743
2018	$1,190,231	$1,096,406	$3,108,170	$93,825

EVERGREEN COMMUNITY SCHOOL INC