Civic Intelligence

Ever-Greene Mutual Insurance Company

EIN 25-1071929 • 501(c)15 • Everett, PA

Profile

To provide various property and casualty insurance coverages to its policyholders at affordable pricing levels.

10591 Lincoln HighwayEverett, PA 15537

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.05x

Higher debt load relative to revenue than 43% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Top Officer Pay

98th percentile

$878,943

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 158.1% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

37th percentile

1.8%

Faster revenue growth than 37% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$7,499,473

Up $391,448 (+5.5%) from 2021

Liabilities

Down

$29,700

Down $12,629 (-30%) from 2021

Net Assets

Up

$7,469,773

Up $404,077 (+5.7%) from 2021

Operations
Liabilities / Revenue43rd percentileNet Margin93rd percentile

Revenue

Up

$556,068

Up $9,586 (+1.8%) from 2021

Expenses

Down

$151,791

Down $84,192 (-36%) from 2021

Net Income

Up

$404,277

Up $93,778 (+30%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,850,475Liabilities 2020: $94,808Net Assets 2020: $6,755,6672020Assets 2021: $7,108,025Liabilities 2021: $42,329Net Assets 2021: $7,065,6962021Assets 2022: $7,499,473Liabilities 2022: $29,700Net Assets 2022: $7,469,7732022

Highlighted filing

2022

Assets$7,499,473
Liabilities$29,700
Net Assets$7,469,773
Open 2022 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2020: $553,823Expenses 2020: $213,712Net Income 2020: $340,1112020Revenue 2021: $546,482Expenses 2021: $235,983Net Income 2021: $310,4992021Revenue 2022: $556,068Expenses 2022: $151,791Net Income 2022: $404,2772022

Highlighted filing

2022

Revenue$556,068
Expenses$151,791
Net Income$404,277
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,499,473
Liabilities
$29,700
Net assets
$7,469,773
Revenue
$556,068
Expenses
$151,791
Net income
$404,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7.50$0.03$7.47$0.56$0.15$0.40
2021Detailed filing. Detailed filing data is available for this year.$7.11$0.04$7.07$0.55$0.24$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.85$0.09$6.76$0.55$0.21$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 16, 2023
Return Version
2022v5.0
Gross Receipts
$556,068
Mission and Program Overview

Mission

To provide various property and casualty insurance coverages to its policyholders at affordable pricing levels.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,065,696$7,469,773▲ $404,077
Investments in Publicly Traded Securities$6,459,754$6,945,121▲ $485,367
Savings and Temporary Cash Investments$601,434$492,111▼ $109,323
Accounts Receivable$4,793$17,181▲ $12,388
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,108,025$7,499,473▲ $391,448
Other Assets Total$42,044$45,060▲ $3,016
Liabilities
Other Liabilities$37,629$25,000▼ $12,629
Accounts Payable and Accrued Expenses$4,700$4,700→ $0
Total Liabilities$42,329$29,700▼ $12,629
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,065,696$7,469,773▲ $404,077
Total Liabilities and Net Assets / Fund Balance$7,108,025$7,499,473▲ $391,448
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleBaseOtherTotal
Steven S MerrillTreasurer/CFO-$142,396$142,396
Kenneth C StoverDirector$1,600$34,212$35,812
Jerry L StannerDirector$1,600$30,100$31,700
Arthur T DoughertyDirector$1,600$28,902$30,502
Larry R WebberDirector$1,600$26,048$27,648
Patrick J SharbaughDirector$1,600$26,000$27,600
Lamar D Law IiiDirector$1,600$25,116$26,716
Bette B SlaytonDirector$1,600$24,600$26,200
Michael J DegenhartDirector$1,600$24,480$26,080
Scott H SpencerDirector$1,600$24,323$25,923
Mark N BarnhartDirector$1,600$24,008$25,608
Jeffrey S WhetstoneDirector$1,600$23,900$25,500

Board Members and Trustees

NameTitle
Randy F ShawPresident/CEO/director
David E EppingerSecretary/COO
Kerry S FoorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$400,000
Investment Income
$156,068
Other Revenue
$0
Change in Net Assets
$404,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,065
Salaries, Compensation, and Employee Benefits$17,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$42,126--$42,126
Current Officers, Directors, Trustees, and Key Employees$17,600--$17,600
Office Expenses$3,130--$3,130
Fees for Services Accounting$1,800--$1,800
Other Expenses$1,005--$1,005
Total Functional Expenses$151,791$0$0$151,791
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common GovernanceReinsurance Contract Between Both Companies.No$180,300
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unpaid Loss & Loss Adjustment Expenses$25,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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, Section A, Line 6

“The company's members are its policyholders.”

Form 990, Part VI, Section A, Line 7A

“The company's policyholders must approve board members by vote.”

Form 990, Part VI, Section A, Line 8B

“There is no other committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the company's cfo, treasurer and president before it is filed.”

Form 990, Part VI, Section C, Line 19

“The taxpayer is licensed and regulated by the pa insurance department. Annual financial reports are filed with them and made available to the public for review. Other governing documents, corporate policy statements, etc. Are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Ever-greene Mutual Insurance Company
EIN
25-1071929
Phone
8146526111
Address
10591 LINCOLN HIGHWAY, EVERETT, PA 15537

Signing Officer

Name
Randy F Shaw
Title
President
Phone
8146526111
Signed
2023-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy F Shaw
Formed
1910
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Gregory J Gaudio CPA
Address
18 WESTWIND DRIVE, LEMOYNE, PA 17043-1233
Preparer
Gregory J Gaudio CPA
Phone
7177958322
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Question G, Gross Receipts

“Pursuant to notice 2006-42, for the 2022 tax year the taxpayer had gross receipts of $556,068, of which $400,000 consisted of insurance premiums. Accordingly, the taxpayer has qualified to be exempt under irc section 501(c)(15). Summary of gross receipts: direct & assumed gross written premiums $400,000 interest income 156,068 dividend income 0 realized gains 0 total gross receipts $556,068”

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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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IRS990/PrincipalOfficerNm0RANDY F SHAW
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0400000
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0546482
IRS990/ReconcilationRevenueExpnssAmt0404277
IRS990/RegularMonitoringEnfrcInd00
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07469773
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNPAID LOSS & LOSS ADJUSTMENT EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt025000
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1386540
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2321371
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt120500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt216069
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt111735
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RANDY F SHAW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID E EPPINGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KERRY S FOOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY/COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2349060
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0EVERETT CASH MUTUAL INSURANCE COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0COMMON GOVERNANCE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0180300
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0REINSURANCE CONTRACT BETWEEN BOTH COMPANIES.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO NOTICE 2006-42, FOR THE 2022 TAX YEAR THE TAXPAYER HAD GROSS RECEIPTS OF $556,068, OF WHICH $400,000 CONSISTED OF INSURANCE PREMIUMS. ACCORDINGLY, THE TAXPAYER HAS QUALIFIED TO BE EXEMPT UNDER IRC SECTION 501(C)(15). SUMMARY OF GROSS RECEIPTS: DIRECT & ASSUMED GROSS WRITTEN PREMIUMS $400,000 INTEREST INCOME 156,068 DIVIDEND INCOME 0 REALIZED GAINS 0 TOTAL GROSS RECEIPTS $556,068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPANY'S MEMBERS ARE ITS POLICYHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPANY'S POLICYHOLDERS MUST APPROVE BOARD MEMBERS BY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO OTHER COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED BY THE COMPANY'S CFO, TREASURER AND PRESIDENT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TAXPAYER IS LICENSED AND REGULATED BY THE PA INSURANCE DEPARTMENT. ANNUAL FINANCIAL REPORTS ARE FILED WITH THEM AND MADE AVAILABLE TO THE PUBLIC FOR REVIEW. OTHER GOVERNING DOCUMENTS, CORPORATE POLICY STATEMENTS, ETC. ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, QUESTION G, GROSS RECEIPTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0P&C INSURANCE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1INSURANCE AGENCY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2P&C INSURANCE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3INSURANCE CLAIM ADJUSTMENT SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4P&C INSURANCE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EVERETT CASH MUTUAL INSURANCE COMPANY

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