Civic Intelligence

The Evergreen Foundation Inc

990PF • Fiscal year 2012 • EIN 52-2010135

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 04, 2013

Organization Profile
8 W Lenox St20815
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$975,849

Up $30,156 (+3.2%) from 2011

Net Assets

$975,849

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$37,021

Down $143,326 (-79%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,122,281Liabilities 2010: $0Net Assets 2010: $1,122,2812010Assets 2011: $945,693Liabilities 2011: $02011Assets 2012: $975,849Liabilities 2012: $0Net Assets 2012: $975,8492012Assets 2013: $1,019,561Liabilities 2013: $0Net Assets 2013: $1,019,5612013Assets 2014: $1,067,524Liabilities 2014: $30,8102014Assets 2015: $1,802,149Liabilities 2015: $02015Assets 2016: $2,066,885Liabilities 2016: $0Net Assets 2016: $2,066,8852016Assets 2017: $2,792,467Liabilities 2017: $0Net Assets 2017: $2,792,4672017Assets 2018: $2,725,657Liabilities 2018: $0Net Assets 2018: $2,725,6572018Assets 2019: $3,516,958Liabilities 2019: $0Net Assets 2019: $3,516,9582019Assets 2020: $3,259,939Liabilities 2020: $0Net Assets 2020: $3,259,9392020Assets 2021: $3,333,206Liabilities 2021: $0Net Assets 2021: $3,333,2062021Assets 2022: $3,501,615Liabilities 2022: $0Net Assets 2022: $3,501,6152022Assets 2023: $3,057,116Liabilities 2023: $0Net Assets 2023: $3,057,1162023Assets 2024: $2,978,927Liabilities 2024: $0Net Assets 2024: $2,978,9272024

Highlighted filing

2012

Assets$975,849
Liabilities$0
Net Assets$975,849
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $78,4882010Revenue 2011: $3,758Expenses 2011: $180,347Net Income 2011: -$176,5892011Expenses 2012: $37,0212012Revenue 2013: $56,216Expenses 2013: $12,504Net Income 2013: $43,7122013Revenue 2014: $541,598Expenses 2014: $524,445Net Income 2014: $17,1532014Revenue 2015: $1,054,858Expenses 2015: $320,233Net Income 2015: $734,6252015Revenue 2016: $833,765Expenses 2016: $540,029Net Income 2016: $293,7362016Revenue 2017: $1,168,966Expenses 2017: $443,386Net Income 2017: $725,5802017Revenue 2018: $200,193Expenses 2018: $267,003Net Income 2018: -$66,8102018Revenue 2019: $1,010,500Expenses 2019: $219,199Net Income 2019: $791,3012019Revenue 2020: $50,759Expenses 2020: $307,778Net Income 2020: -$257,0192020Revenue 2021: $325,448Expenses 2021: $256,617Net Income 2021: $68,8312021Revenue 2022: $387,810Expenses 2022: $239,881Net Income 2022: $147,9292022Revenue 2023: $60,868Expenses 2023: $320,037Net Income 2023: -$259,1692023Revenue 2024: $160,892Expenses 2024: $337,976Net Income 2024: -$177,0842024

Highlighted filing

2012

Revenue-
Expenses$37,021
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 4, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN M FOXPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAUSTEN RIGGS CENTERPATIENT AIDPUBLIC CHARITYSTOCKBRIDGE, MA, US$25,000
Filing and Contact Details

Filer

EIN
52-2010135
Raw XML Appendix361 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/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted041697
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10131021
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2022823
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3039778
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4062778
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50266032
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus016697
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY016697
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50249335
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0256400
IRS990PF/UndistributedIncome/ExcessFromYear10131021
IRS990PF/UndistributedIncome/ExcessFromYear2022823
IRS990PF/UndistributedIncome/ExcessFromYear3039778
IRS990PF/UndistributedIncome/ExcessFromYear4062778
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions025000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0505735
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0522432
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions02338
IRS990ScheduleB/ContributorInfo/AggregateContributions175000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine108 W LENOX ST
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11750 17TH STREET NW SUITE 1100
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0CHEVY CHASE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1WASHINGTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1DC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode020815
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode120006
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ALLAN M FOX
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1THE NATIONAL ALLIANCE TO ADVANCE AD
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0ACCOUNT FEES & OTHER INVESTMENT EXP
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02231
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02231
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome016270
OtherIncomeSchedule2/OtherIncome/Description0INCOME FROM LIMITED PARTNERSHIPS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome016270
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks016270
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount06694
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome06694
TaxesSchedule/Taxes/Amount00
TaxesSchedule/Taxes/Amount1757
TaxesSchedule/Taxes/Category0TAX ON INVESTMENT INCOME
TaxesSchedule/Taxes/Category1FOREIGN TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1757
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0522010135
ReturnHeader/Filer/Name/BusinessNameLine10THE EVERGREEN FOUNDATION INC
ReturnHeader/Filer/NameControl0EVER
ReturnHeader/Filer/Phone04104535500
ReturnHeader/Filer/USAddress/AddressLine108 W LENOX ST
ReturnHeader/Filer/USAddress/City0CHEVY CHASE
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode020815
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-04
ReturnHeader/Officer/Name0ALLAN M FOX
ReturnHeader/Officer/Phone04104535500
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-11-04
ReturnHeader/PreparerFirm/EIN0521134847
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10NADENLEAN LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1010626 YORK ROAD SUITE H
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HUNT VALLEY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode021030
ReturnHeader/Preparer/Name0GERALD H LEAN CPA
ReturnHeader/Preparer/Phone04104535500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-11T16:15:29-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$975,849
Liabilities
$0
Net assets
$975,849
Revenue
-
Expenses
$37,021
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.16$0.34$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.06$0.32$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.39$0.24$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.33$0.26$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.05$0.31$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$1.01$0.22$0.79
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.20$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.17$0.44$0.73
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.83$0.54$0.29
2015Summary only. Only limited summary data is available for this year.$1.80$0.00$1.05$0.32$0.73
2014Summary only. Only limited summary data is available for this year.$1.07$0.03$0.54$0.52$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.01$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.00$0.18$0.18
2010Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08