Civic Intelligence

Evergreen Foundation Trust

990PF • Fiscal year 2016 • EIN 25-6581573

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
549 Carlisle StreetHanover, PA 17331

(717) 968-4215

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$372,328

Up $48,915 (+15%) from 2015

Net Assets

Up

$372,328

Up $48,915 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Up

$49,422

Up $20,824 (+73%) from 2015

Expenses

Down

$507

Down $149,403 (-100%) from 2015

Net Income

Up

$48,915

Up $170,227 (+140%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$600K$400K$200K$0Assets 2013: $438,315Liabilities 2013: $0Net Assets 2013: $438,3152013Assets 2015: $323,413Liabilities 2015: $0Net Assets 2015: $323,4132015Assets 2016: $372,328Liabilities 2016: $0Net Assets 2016: $372,3282016Assets 2017: $276,841Liabilities 2017: $0Net Assets 2017: $276,8412017Assets 2018: $284,310Liabilities 2018: $0Net Assets 2018: $284,3102018Assets 2019: $292,563Liabilities 2019: $0Net Assets 2019: $292,5632019Assets 2020: $300,192Liabilities 2020: $0Net Assets 2020: $300,1922020Assets 2021: $308,187Liabilities 2021: $0Net Assets 2021: $308,1872021Assets 2022: $316,380Liabilities 2022: $0Net Assets 2022: $316,3802022Assets 2023: $355,032Liabilities 2023: $30,000Net Assets 2023: $325,0322023Assets 2024: $419,926Liabilities 2024: $0Net Assets 2024: $419,9262024

Highlighted filing

2016

Assets$372,328
Liabilities$0
Net Assets$372,328
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100K-$200KRevenue 2013: $6,908Expenses 2013: $18,800Net Income 2013: -$11,8922013Revenue 2015: $28,598Expenses 2015: $149,910Net Income 2015: -$121,3122015Revenue 2016: $49,422Expenses 2016: $507Net Income 2016: $48,9152016Revenue 2017: $6,688Expenses 2017: $102,175Net Income 2017: -$95,4872017Revenue 2018: $7,806Expenses 2018: $337Net Income 2018: $7,4692018Revenue 2019: $8,578Expenses 2019: $325Net Income 2019: $8,2532019Revenue 2020: $7,982Expenses 2020: $353Net Income 2020: $7,6292020Revenue 2021: $8,278Expenses 2021: $283Net Income 2021: $7,9952021Revenue 2022: $8,526Expenses 2022: $333Net Income 2022: $8,1932022Revenue 2023: $9,027Expenses 2023: $375Net Income 2023: $8,6522023Revenue 2024: $115,122Expenses 2024: $20,228Net Income 2024: $94,8942024

Highlighted filing

2016

Revenue$49,422
Expenses$507
Net Income$48,915
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Warren F Miller JrTrustee-$0--
Warren F Miller IIITrustee-$0--
Cynthia A MillerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Evergreen Foundation
EIN
25-6581573
Phone
7179684215
Address
549 Carlisle Street, Hanover, PA 17331

Signing Officer

Name
Warren F Miller Jr
Title
Trustee
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
St Clair & Associates PC
Address
300 One Norwegian Plaza, Pottsville, PA 17901
Preparer
William E Kirwan CPA
Phone
5706222464
Raw XML Appendix303 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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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0549 Carlisle Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Hanover
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0173312162
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Warren F Miller Jr
IRS990PF/StatementsRegardingActyGrp/PhoneNum07179684215
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter with proof of charitable status under IRS Section 501(c)(3) and detailed explanation of grant requested.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0The Evergreen Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07179684215
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0549 Carlisle Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Hanover
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0173312162
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Charitable Entity
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Anytime
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Warren F Miller Jr
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Warren F Miller III
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2Cynthia A Miller
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016709
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016709
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0101432
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016709
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt084723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt084723
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt084723
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0101432
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0464
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Agency Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0464
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Warren F Miller Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Evergreen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0256581573
ReturnHeader/Filer/PhoneNum07179684215
ReturnHeader/Filer/USAddress/AddressLine1Txt0549 Carlisle Street
ReturnHeader/Filer/USAddress/CityNm0Hanover
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0St Clair & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 One Norwegian Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pottsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017901
ReturnHeader/PreparerPersonGrp/PhoneNum05706222464
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William E Kirwan CPA
ReturnHeader/ReturnTs02017-05-09T10:58:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$372,328
Liabilities
$0
Net assets
$372,328
Revenue
$49,422
Expenses
$507
Net income
$48,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$1.15$0.20$0.95
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.30$3.25$0.09$0.00$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.09$0.00$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.08$0.00$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.08$0.00$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.09$0.00$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.08$0.00$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.07$1.02$0.95
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.49$0.01$0.49
2015Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.29$1.50$1.21
2013Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.07$0.19$0.12