Civic Intelligence

Evergreen Invitational Nfp

990 • Fiscal year 2013 • EIN 20-5270159

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

111 South Wacker Drive60606

(312) 447-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.39x

Higher debt load relative to assets than 78% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

100th percentile

64.60x

Higher debt load relative to revenue than 100% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

1st percentile

-9015%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Down

$753,794

Down $122,356 (-14%) from 2012

Net Assets

Down

$458,394

Down $412,256 (-47%) from 2012

Liabilities

Up

$295,400

Up $289,900 (+5271%) from 2012

Revenue

Down

$4,573

Down $657,679 (-99%) from 2012

Expenses

Down

$416,829

Down $32,235 (-7.2%) from 2012

Net Income

Down

-$412,256

Down $625,444 (-293%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $864,124Liabilities 2010: $8,200Net Assets 2010: $855,9242010Assets 2011: $662,462Liabilities 2011: $5,000Net Assets 2011: $657,4622011Assets 2012: $876,150Liabilities 2012: $5,500Net Assets 2012: $870,6502012Assets 2013: $753,794Liabilities 2013: $295,400Net Assets 2013: $458,3942013Assets 2014: $1,006,557Liabilities 2014: $9,000Net Assets 2014: $997,5572014Assets 2015: $640,972Liabilities 2015: $31,700Net Assets 2015: $609,2722015Assets 2016: $1,193,521Liabilities 2016: $10,100Net Assets 2016: $1,183,4212016Assets 2017: $1,167,364Liabilities 2017: $10,750Net Assets 2017: $1,156,6142017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2013

Assets$753,794
Liabilities$295,400
Net Assets$458,394

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $435,8942010Revenue 2011: $103,782Expenses 2011: $302,244Net Income 2011: -$198,4622011Revenue 2012: $662,252Expenses 2012: $449,064Net Income 2012: $213,1882012Revenue 2013: $4,573Expenses 2013: $416,829Net Income 2013: -$412,2562013Revenue 2014: $936,132Expenses 2014: $396,969Net Income 2014: $539,1632014Revenue 2015: $2,653Expenses 2015: $390,938Net Income 2015: -$388,2852015Revenue 2016: $969,084Expenses 2016: $394,935Net Income 2016: $574,1492016Revenue 2017: $323,970Expenses 2017: $350,777Net Income 2017: -$26,8072017Revenue 2018: $7,512Expenses 2018: $1,164,126Net Income 2018: -$1,156,6142018

Highlighted filing

2013

Revenue$4,573
Expenses$416,829
Net Income-$412,256
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$4,573
Mission and Program Overview

Mission

EVERGREEN INVITATIONAL NFP'S MISSION IS TO HELP IMPROVE ACCESSIBILITY AND HEALTHCARE OUTCOMES FOR WOMEN OF ALL AGES IN HISTORICALLY UNDERFUNDED AREAS BY PROVIDING GRANTS TO OTHER ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER CODE SECTION 501(c)(3) INCLUDING NORTHWESTERN MEMORIAL HOSPITAL FOR PROJECTS AND INITIATIVES THAT WILL HAVE A DIRECT IMPACT ON PATIENT CARE, ADVANCING WOMEN'S HEALTH PROGRAMS INCLUDING THOSE THAT BENEFIT LOW INCOME INFANTS, GIRLS AND WOMEN IN THE CHICAGO AREA, THOSE THAT OFFER REHABILITATION SERVICES TO WOMEN AFTER GIVING BIRTH OR HAVING A GYNECOLOGICAL PROCEDURE AND THOSE THAT ENABLE CAREGIVERS AND EMPOWER PATIENTS TO CREATE AND MAINTAIN A HEALTHY SOCIETY.

Evergreen invitational nfp was formed for the purpose of providing support to and conducting fundraising events for other organizations that qualify as exempt organizations under code section 501(c) (3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$831,716$447,135▼ $384,581
Accounts Receivable$3,100$290,000▲ $286,900
Cash and Non-Interest-Bearing Accounts$41,334$16,659▼ $24,675
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$876,150$753,794▼ $122,356
Other Assets Total-$0-
Liabilities
Deferred Revenue-$290,000-
Accounts Payable and Accrued Expenses$5,500$5,400▼ $100
Total Liabilities$5,500$295,400▲ $289,900
Net Assets / Fund Balance
Unrestricted Net Assets$870,650$458,394▼ $412,256
Total Net Assets Fund Balance$870,650$458,394▼ $412,256
Total Liabilities and Net Assets / Fund Balance$876,150$753,794▼ $122,356
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas J MuensterDirector
Mary Kathryn PritzkerPres/DIRECTOR
Jennifer G LevineSec/TREAS/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$3,057
Program Service Revenue
$0
Investment Income
$1,516
Other Revenue
$0
All Other Contributions
$3,057
Change in Net Assets
$-412,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$390,447
Other Expenses$26,382
Total Fundraising Expense$3,588
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$390,447--$390,447
Fees for Services Management-$16,000-$16,000
Fees for Services Accounting-$5,400-$5,400
Other Expenses-$25$3,588$25
All Other Expenses-$8-$8
Total Functional Expenses$390,447$22,794$3,588$416,829
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
36-3155315--Grants to Fund Womens Programs$390,447
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Mary kathryn pritzkermary kathryn pritzker, president and director of the organization, is a sibling of thomas j. Muenster, also a director of the organization.thomas j. Muensterthomas j. Muenster, a director of the organization, is a sibling of mary kathryn pritzker, president and director of the organization.jennifer g. Levinejennifer g. Levine, secretary, treasurer and director of the organization, is an independent contractor of the pritzker family foundation, of which mary kathryn pritzker, president and director of the organization, is a director.

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

There are no committees with authority to act on behalf of the governing board.

Form 990, Part VI, Line 11B: Form 990 Review Process

Jennifer levine, the secretary/treasurer and director of the organization, along with representatives of the organization providing accounting and management services to evergreen met with the preparer of the return to review and approve the draft return in detail prior to finalization and filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Following an individual's disclosure of an actual or potential conflict of interest, the board of directors shall determine whether a conflict of interest exists and if so, shall determine the proper course of action to address the conflict of interest. The proper course of action generally shall include abstention from any vote on the matter by the individual with the conflict of interest.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon receiving a written request to make its governing documents, conflict of interest policy and/or financial statements available to the public, the board of directors would consider the merits of the request and act accordingly.

Filing and Contact Details

Filer

EIN
20-5270159
Phone
3124476000

Signing Officer

Name
Jennifer G Levine
Title
Sec/TREAS/Director
Signed
2014-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Kathryn Pritzker
Formed
2006
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
15

Preparer

Preparer
Gail L Mathews
Phone
6307939390
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Evergreen is exempt from federal income taxes under section 501(c)3 of the internal revenue code although it would be subject to tax on income unrelated to its exempt purposes. Evergreen is classified by the internal revenue service as other than a private foundation. The tax years ending december 31, 2009-2012 are open to audit for both federal and state purposes. Contributions to evergreen are tax deductible to donors under section 170 of the code.

Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EVERGREEN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE ALTHOUGH IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES. EVERGREEN IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE TAX YEARS ENDING DECEMBER 31, 2009-2012 ARE OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. CONTRIBUTIONS TO EVERGREEN ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE CODE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANTS TO FUND WOMENS PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10NORTHWESTERN MEMORIAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0363155315
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10251 EAST HURON
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IRS990ScheduleI/RecipientTable/USAddress/State0IL
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EVERGREEN INVITATIONAL RECEIVES A STEWARDSHIP REPORT FROM NORTHWESTERN MEMORIAL FOUNDATION ON THE USE OF FUNDS AWARDED TO IT BY EVERGREEN INVITATIONAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARY KATHRYN PRITZKERMARY KATHRYN PRITZKER, PRESIDENT AND DIRECTOR OF THE ORGANIZATION, IS A SIBLING OF THOMAS J. MUENSTER, ALSO A DIRECTOR OF THE ORGANIZATION.THOMAS J. MUENSTERTHOMAS J. MUENSTER, A DIRECTOR OF THE ORGANIZATION, IS A SIBLING OF MARY KATHRYN PRITZKER, PRESIDENT AND DIRECTOR OF THE ORGANIZATION.JENNIFER G. LEVINEJENNIFER G. LEVINE, SECRETARY, TREASURER AND DIRECTOR OF THE ORGANIZATION, IS AN INDEPENDENT CONTRACTOR OF THE PRITZKER FAMILY FOUNDATION, OF WHICH MARY KATHRYN PRITZKER, PRESIDENT AND DIRECTOR OF THE ORGANIZATION, IS A DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees with authority to act on behalf of the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JENNIFER LEVINE, THE SECRETARY/TREASURER AND DIRECTOR OF THE ORGANIZATION, ALONG WITH REPRESENTATIVES OF THE ORGANIZATION PROVIDING ACCOUNTING AND MANAGEMENT SERVICES TO EVERGREEN MET WITH THE PREPARER OF THE RETURN TO REVIEW AND APPROVE THE DRAFT RETURN IN DETAIL PRIOR TO FINALIZATION AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOLLOWING AN INDIVIDUAL'S DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND IF SO, SHALL DETERMINE THE PROPER COURSE OF ACTION TO ADDRESS THE CONFLICT OF INTEREST. THE PROPER COURSE OF ACTION GENERALLY SHALL INCLUDE ABSTENTION FROM ANY VOTE ON THE MATTER BY THE INDIVIDUAL WITH THE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON RECEIVING A WRITTEN REQUEST TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, THE BOARD OF DIRECTORS WOULD CONSIDER THE MERITS OF THE REQUEST AND ACT ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/WebsiteAddressTxt0WWW.EVERGREENINVITATIONAL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER G LEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/TREAS/DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10EVERGREEN INVITATIONAL NFP
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0205270159
ReturnHeader/Filer/PhoneNum03124476000
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ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GAIL L MATHEWS & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10800 ROOSEVELT RD BLDG A STE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GLEN ELLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060137
ReturnHeader/PreparerPersonGrp/PhoneNum06307939390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAIL L MATHEWS
ReturnHeader/ReturnTs02014-05-16T08:02:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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