Civic Intelligence

Evergreen Elm Inc.

990 • Fiscal year 2017 • EIN 25-1356126

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

Organization ProfileEVERGREENELM.ORG

View Organization Page

50 Main StreetBradford, PA 16701

(814) 362-6853

Siviq Scores

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

Liabilities / Assets

75th percentile

0.38x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.28x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

36th percentile

-0.8%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$86,864

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

46th percentile

2.1%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-13%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$2,523,620

Up $51,125 (+2.1%) from 2016

Net Assets

Down

$1,552,680

Down $27,542 (-1.7%) from 2016

Liabilities

Up

$970,940

Up $78,667 (+8.8%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin36th percentile

Revenue

Down

$3,503,089

Down $528,164 (-13%) from 2016

Expenses

Up

$3,530,887

Up $340,553 (+11%) from 2016

Net Income

Down

-$27,798

Down $868,717 (-103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,187,472Liabilities 2012: $705,345Net Assets 2012: $482,1272012Assets 2013: $1,221,408Liabilities 2013: $640,897Net Assets 2013: $580,5112013Assets 2014: $1,371,574Liabilities 2014: $926,722Net Assets 2014: $444,8522014Assets 2015: $1,582,605Liabilities 2015: $843,302Net Assets 2015: $739,3032015Assets 2016: $2,472,495Liabilities 2016: $892,273Net Assets 2016: $1,580,2222016Assets 2017: $2,523,620Liabilities 2017: $970,940Net Assets 2017: $1,552,6802017Assets 2018: $3,745,425Liabilities 2018: $1,762,023Net Assets 2018: $1,983,4022018Assets 2019: $4,059,070Liabilities 2019: $1,644,925Net Assets 2019: $2,414,1452019Assets 2020: $4,345,628Liabilities 2020: $1,745,009Net Assets 2020: $2,600,6192020Assets 2021: $4,930,761Liabilities 2021: $2,575,061Net Assets 2021: $2,355,7002021Assets 2022: $4,799,814Liabilities 2022: $1,634,062Net Assets 2022: $3,165,7522022Assets 2023: $5,066,440Liabilities 2023: $1,744,613Net Assets 2023: $3,321,8272023Assets 2024: $5,077,529Liabilities 2024: $1,741,437Net Assets 2024: $3,336,0922024Assets 2025: $4,974,455Liabilities 2025: $1,606,952Net Assets 2025: $3,367,5032025

Highlighted filing

2017

Assets$2,523,620
Liabilities$970,940
Net Assets$1,552,680
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $2,978,0122012Expenses 2013: $3,083,8422013Revenue 2014: $3,278,873Expenses 2014: $3,414,532Net Income 2014: -$135,6592014Revenue 2015: $3,623,518Expenses 2015: $3,329,067Net Income 2015: $294,4512015Revenue 2016: $4,031,253Expenses 2016: $3,190,334Net Income 2016: $840,9192016Revenue 2017: $3,503,089Expenses 2017: $3,530,887Net Income 2017: -$27,7982017Revenue 2018: $4,321,784Expenses 2018: $3,891,683Net Income 2018: $430,1012018Revenue 2019: $5,032,659Expenses 2019: $4,601,812Net Income 2019: $430,8472019Revenue 2020: $5,338,709Expenses 2020: $5,153,233Net Income 2020: $185,4762020Revenue 2021: $5,312,454Expenses 2021: $5,560,598Net Income 2021: -$248,1442021Revenue 2022: $6,499,696Expenses 2022: $5,688,632Net Income 2022: $811,0642022Revenue 2023: $5,634,277Expenses 2023: $5,479,006Net Income 2023: $155,2712023Revenue 2024: $5,494,221Expenses 2024: $5,483,715Net Income 2024: $10,5062024Revenue 2025: $5,778,778Expenses 2025: $5,746,999Net Income 2025: $31,7792025

Highlighted filing

2017

Revenue$3,503,089
Expenses$3,530,887
Net Income-$27,798
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.1
Gross Receipts
$3,508,708
Mission and Program Overview

Mission

To provide residential services, supportive living and other related programs to adult persons that have mental challenges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$601,696$950,090▲ $348,394
Savings and Temporary Cash Investments$801,165$692,554▼ $108,611
Accounts Receivable$975,449$429,104▼ $546,345
Cash and Non-Interest-Bearing Accounts$9,489$354,944▲ $345,455
Prepaid Expenses and Deferred Charges$60,389$68,554▲ $8,165
Total Assets$2,472,495$2,523,620▲ $51,125
Other Assets Total$24,307$28,374▲ $4,067
Liabilities
Accounts Payable and Accrued Expenses$447,598$577,773▲ $130,175
Mortgage Notes Payable Secured by Investment Property$444,675$393,167▼ $51,508
Total Liabilities$892,273$970,940▲ $78,667
Net Assets / Fund Balance
Unrestricted Net Assets$1,559,517$1,480,923▼ $78,594
Temporarily Rstr Net Assets$20,705$71,757▲ $51,052
Total Net Assets Fund Balance$1,580,222$1,552,680▼ $27,542
Total Liabilities and Net Assets / Fund Balance$2,472,495$2,523,620▲ $51,125

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$804,296$362,295$1,166,591
Other Land Buildings$60,925$250,766$311,691
Land$65,119-$65,119
Equipment$11,465$13,103$24,568
Leasehold Improvements$8,285$317$8,602
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah L PriceExecutive DiFT$78,843$8,021$86,864

Board Members and Trustees

NameTitle
Beth L RacePresident
Daniel J BrinskyDirector
Dr George P EvansDirector
Eric TaylorDirector
Harrijane B MooreDirector
Lauren BlyDirector
Lori JohnsonDirector
Margaret S BrownDirector
Steven B FishkinDirector
Terry D LopusDirector
Thomas R TaylorDirector
Roger J FeuraAsst. Treasu
Frederick V ProperSecretary
Robert P DouglasTreasurer
Jeffrey M CarsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,925,291
Program Service Revenue
$574,743
Investment Income
$3,055
Other Revenue
$0
All Other Contributions
$510
Change in Net Assets
$-27,798

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,503,089
Revenue Not Reported on Form 990
$256
Total Revenue per Audited Statements
$3,503,345
Total Revenue per Form 990
$3,503,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,913,602
Other Expenses$617,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,753,758$248,365-$2,002,123
Other Employee Benefits$578,544$68,794-$647,338
Occupancy$106,435$42,125-$148,560
Payroll Taxes$122,127$23,496-$145,623
Insurance$78,932$16,027-$94,959
Current Officers, Directors, Trustees, and Key Employees-$94,017-$94,017
Depreciation Depletion$59,945$5,493-$65,438
Other Expenses$48,649$1,501-$48,649
All Other Expenses$43,940$2,613-$46,553
Pension Plan Contributions$21,283$3,218-$24,501
Interest$22,986--$22,986
Fees for Services Accounting-$14,674-$14,674
Office Expenses$1,926$9,058-$10,984
Travel$10,015--$10,015
Advertising$2,130$1,011-$3,141
Total Functional Expenses$2,977,831$553,056$0$3,530,887

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,530,887
Total Expenses per Audited Statements$3,530,887
Total Expenses per Form 990$3,530,887
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“A copy is reviewed by the fiscal supervisor, executive director and the finance committee of the board of directors.”

Form 990, Page 6, Part VI, Line 12C

“Annually the confidentiality requirements must be reviewed with all staff volunteers, students, and others as applicable, and as they enter their position or are assigned to the evergreen elm programs.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors has an approved compensation plan, any adjustments made to the salary of the executive director are approved by the personnel/executive committees and signed off by the board president.”

Form 990, Page 6, Part VI, Line 15B

“The personnel/executive committees approved changes in salaries of employees.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the organization's open houses and via the annual report.”

Filing and Contact Details

Filer

Filer Name
Evergreen Elm Inc
EIN
25-1356126
Phone
8143626853
Address
50 MAIN STREET, BRADFORD, PA 16701

Signing Officer

Name
Deborah L Price
Title
Executive Director
Phone
8143626853
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth L Race
Formed
1980
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
78
Volunteers
1

Preparer

Firm
Haines & Company
Address
213 W THIRD AVE PO BOX 767, WARREN, PA 16365
Preparer
Bruce a Gould CPA
Phone
8147237741
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IRS990/InvestmentIncomeGrp/ExclusionAmt03055
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03055
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0626481
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0601696
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0950090
IRS990/LandBldgEquipCostOrOtherBssAmt01576571
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05619
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE RESIDENTIAL SERVICES, SUPPORTIVE LIVING AND OTHER RELATED PROGRAMS TO ADULT PERSONS THAT HAVE MENTAL CHALLENGES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0444675
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0393167
IRS990/NetAssetsOrFundBalancesBOYAmt01580222
IRS990/NetAssetsOrFundBalancesEOYAmt01552680
IRS990/NetUnrlzdGainsLossesInvstAmt0256
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt042125
IRS990/OccupancyGrp/ProgramServicesAmt0106435
IRS990/OccupancyGrp/TotalAmt0148560
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09058
IRS990/OfficeExpensesGrp/ProgramServicesAmt01926
IRS990/OfficeExpensesGrp/TotalAmt010984
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024307
IRS990/OtherAssetsTotalGrp/EOYAmt028374
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt068794
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0578544
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0647338
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXP
IRS990/OtherExpensesGrp/Desc2MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022664
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11501
IRS990/OtherExpensesGrp/ProgramServicesAmt051775
IRS990/OtherExpensesGrp/ProgramServicesAmt127282
IRS990/OtherExpensesGrp/ProgramServicesAmt248104
IRS990/OtherExpensesGrp/ProgramServicesAmt348649
IRS990/OtherExpensesGrp/TotalAmt051775
IRS990/OtherExpensesGrp/TotalAmt149946
IRS990/OtherExpensesGrp/TotalAmt249605
IRS990/OtherExpensesGrp/TotalAmt348649
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0248365
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01753758
IRS990/OtherSalariesAndWagesGrp/TotalAmt02002123
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023496
IRS990/PayrollTaxesGrp/ProgramServicesAmt0122127
IRS990/PayrollTaxesGrp/TotalAmt0145623
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03218
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021283
IRS990/PensionPlanContributionsGrp/TotalAmt024501
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt060389
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068554
IRS990/PrincipalOfficerNm0BETH L RACE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1RENT REBATES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0556493
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0556493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118250
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02990804
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0519911
IRS990/PYOtherExpensesAmt0530787
IRS990/PYOtherRevenueAmt0764
IRS990/PYProgramServiceRevenueAmt0519774
IRS990/PYRevenuesLessExpensesAmt0840919
IRS990/PYSalariesCompEmpBnftPaidAmt02659547
IRS990/PYTotalExpensesAmt03190334
IRS990/PYTotalRevenueAmt04031253
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-27798
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0574743
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0801165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0692554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02925548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02990804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03005147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02653153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02454910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014029562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01523
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01173
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07182
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02999535
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt014029562
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02925548
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02990804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03005147
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02653153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02454910
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014029562
IRS990ScheduleA/TotalSupportAmt014036744
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0804296
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0362295
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01166591
IRS990ScheduleD/EquipmentGrp/BookValueAmt011465
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013103
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024568
IRS990ScheduleD/ExpensesSubtotalAmt03530887
IRS990ScheduleD/LandGrp/BookValueAmt065119
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065119
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08285
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0317
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt08602
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0256
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt060925
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0250766
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0311691
IRS990ScheduleD/RevenueNotReportedAmt0256
IRS990ScheduleD/RevenueSubtotalAmt03503089
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0950090
IRS990ScheduleD/TotalExpensesPerForm990Amt03530887
IRS990ScheduleD/TotalRevenuePerForm990Amt03503089
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03503345
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03530887
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY IS REVIEWED BY THE FISCAL SUPERVISOR, EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE CONFIDENTIALITY REQUIREMENTS MUST BE REVIEWED WITH ALL STAFF VOLUNTEERS, STUDENTS, AND OTHERS AS APPLICABLE, AND AS THEY ENTER THEIR POSITION OR ARE ASSIGNED TO THE EVERGREEN ELM PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS HAS AN APPROVED COMPENSATION PLAN, ANY ADJUSTMENTS MADE TO THE SALARY OF THE EXECUTIVE DIRECTOR ARE APPROVED BY THE PERSONNEL/EXECUTIVE COMMITTEES AND SIGNED OFF BY THE BOARD PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PERSONNEL/EXECUTIVE COMMITTEES APPROVED CHANGES IN SALARIES OF EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OPEN HOUSES AND VIA THE ANNUAL REPORT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,523,620
Liabilities
$970,940
Net assets
$1,552,680
Revenue
$3,503,089
Expenses
$3,530,887
Net income
-$27,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$1.61$3.37$5.78$5.75$0.03
2024Detailed filing. Detailed filing data is available for this year.$5.08$1.74$3.34$5.49$5.48$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.07$1.74$3.32$5.63$5.48$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.80$1.63$3.17$6.50$5.69$0.81
2021Detailed filing. Detailed filing data is available for this year.$4.93$2.58$2.36$5.31$5.56$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.35$1.75$2.60$5.34$5.15$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.06$1.64$2.41$5.03$4.60$0.43
2018Detailed filing. Detailed filing data is available for this year.$3.75$1.76$1.98$4.32$3.89$0.43
2017Detailed filing. Detailed filing data is available for this year.$2.52$0.97$1.55$3.50$3.53$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.89$1.58$4.03$3.19$0.84
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.84$0.74$3.62$3.33$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.93$0.44$3.28$3.41$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.64$0.58$3.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.71$0.48$2.98
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits