Civic Intelligence

The Evergreen Education Foundation

990 • Fiscal year 2014 • EIN 68-0474814

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 07, 2015

5600 Doremus AvenueRichmond, CA 94805

(510) 501-2714

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

48th percentile

0.04x

Higher debt load relative to revenue than 48% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

3rd percentile

-109%

Higher net margin than 3% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

35th percentile

-1.9%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$945,916

Down $17,945 (-1.9%) from 2013

Net Assets

Down

$943,380

Down $17,945 (-1.9%) from 2013

Liabilities

Flat

$2,536

Flat from 2013

Revenue

Down

$68,523

Down $51,564 (-43%) from 2013

Expenses

Up

$142,948

Up $14,092 (+11%) from 2013

Net Income

Down

-$74,425

Down $65,656 (-749%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $676,010Liabilities 2010: $0Net Assets 2010: $676,0102010Assets 2011: $881,946Liabilities 2011: $1,994Net Assets 2011: $879,9522011Assets 2012: $882,116Liabilities 2012: $1,995Net Assets 2012: $880,1212012Assets 2013: $963,861Liabilities 2013: $2,536Net Assets 2013: $961,3252013Assets 2014: $945,916Liabilities 2014: $2,536Net Assets 2014: $943,3802014Assets 2015: $834,907Liabilities 2015: $2,536Net Assets 2015: $832,3712015Assets 2016: $833,080Liabilities 2016: $2,536Net Assets 2016: $830,5442016Assets 2017: $963,859Liabilities 2017: $2,536Net Assets 2017: $961,3232017Assets 2018: $904,199Liabilities 2018: $6,695Net Assets 2018: $897,5042018Assets 2019: $1,030,204Liabilities 2019: $2,536Net Assets 2019: $1,027,6682019Assets 2020: $1,212,145Liabilities 2020: $2,751Net Assets 2020: $1,209,3942020Assets 2021: $1,469,882Liabilities 2021: $4,964Net Assets 2021: $1,464,9182021Assets 2022: $1,238,112Liabilities 2022: $4,962Net Assets 2022: $1,233,1502022Assets 2023: $1,572,538Liabilities 2023: $4,962Net Assets 2023: $1,567,5762023Assets 2024: $1,840,285Liabilities 2024: $4,986Net Assets 2024: $1,835,2992024

Highlighted filing

2014

Assets$945,916
Liabilities$2,536
Net Assets$943,380

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $76,568Expenses 2010: $108,518Net Income 2010: -$31,9502010Revenue 2011: $359,558Expenses 2011: $117,138Net Income 2011: $242,4202011Revenue 2012: $108,411Expenses 2012: $164,047Net Income 2012: -$55,6362012Revenue 2013: $120,087Expenses 2013: $128,856Net Income 2013: -$8,7692013Revenue 2014: $68,523Expenses 2014: $142,948Net Income 2014: -$74,4252014Revenue 2015: $70,924Expenses 2015: $148,630Net Income 2015: -$77,7062015Revenue 2016: $56,377Expenses 2016: $152,308Net Income 2016: -$95,9312016Revenue 2017: $111,164Expenses 2017: $97,560Net Income 2017: $13,6042017Revenue 2018: $22,925Expenses 2018: $56,115Net Income 2018: -$33,1902018Revenue 2019: $37,027Expenses 2019: $77,652Net Income 2019: -$40,6252019Revenue 2020: $18,627Expenses 2020: $12,814Net Income 2020: $5,8132020Revenue 2021: $33,041Expenses 2021: $12,799Net Income 2021: $20,2422021Revenue 2022: $33,786Expenses 2022: $4,196Net Income 2022: $29,5902022Revenue 2023: $48,962Expenses 2023: $21,115Net Income 2023: $27,8472023Revenue 2024: $38,701Expenses 2024: $48,909Net Income 2024: -$10,2082024

Highlighted filing

2014

Revenue$68,523
Expenses$142,948
Net Income-$74,425
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 7, 2015
Return Version
2014v5.0
Gross Receipts
$331,931
Mission and Program Overview

Mission

To improve education opportunities for children and young adults in rural china by providing books, computers, relevant equipment and supplies, workshops and seminars to schools or libraries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$839,190$761,482▼ $77,708
Cash and Non-Interest-Bearing Accounts$124,671$184,434▲ $59,763
Total Assets$963,861$945,916▼ $17,945
Liabilities
Other Liabilities$2,536$2,536→ $0
Total Liabilities$2,536$2,536→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$957,293$939,897▼ $17,396
Temporarily Rstr Net Assets$4,032$3,483▼ $549
Total Net Assets Fund Balance$961,325$943,380▼ $17,945
Total Liabilities and Net Assets / Fund Balance$963,861$945,916▼ $17,945
Compensation and Service Providers

Board Members and Trustees

NameTitle
John LeeChairman
Faith ChaoPresident
Eileen TangAccounting
Jo Bell WhitlatchAssess. Offi
Mengxiong LiuDevelopment
Rodney AmenDevelopment
Danping PengFinance
Jingyi YuHuman Resour
Revenue and Support

Revenue Composition

Contributions and Grants
$57,530
Program Service Revenue
$0
Investment Income
$10,993
Other Revenue
$0
All Other Contributions
$57,530
Change in Net Assets
$-74,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,898
Salaries, Compensation, and Employee Benefits$12,097
Other Expenses$10,953
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$119,898--$119,898
Other Salaries and Wages$12,097--$12,097
All Other Expenses-$1,396-$1,396
Office Expenses-$1,356-$1,356
Other Expenses-$1,019-$1,019
Fees for Services Accounting-$50-$50
Total Functional Expenses$131,995$10,953$0$142,948
International Activity

International Summary

Spending
$12,097

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Please Refer to----$12,097
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reimbursement Payable$2,536
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 draft copy of form 990 is provided to the foundation's officers/directors for review before the tax return is finalized.

Form 990, Page 6, Part VI, Line 19

The foundation's governing documents, conflicts of interest policy and financial statements are available to all interested parties upon request.

Filing and Contact Details

Filer

Filer Name
The Evergreen Education Foundation
EIN
68-0474814
Phone
5105012714
Address
5600 DOREMUS AVENUE, RICHMOND, CA 94805

Signing Officer

Name
Faith Chao
Title
President
Phone
5105012714
Signed
2015-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Faith Chao
Formed
2001
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
30

Preparer

Firm
Hk & Company Llp
Address
1185 CHESS DR STE 201, FOSTER CITY, CA 94404-1191
Preparer
Zhihui Huang CPA
Phone
6505251988
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Small projects evergreen sponsored 38 such small projects in 2013-4, each has a budget not exceeding 806. These were chosen from submissions from school and public libraries. Amongst these are oral history projects which were presented in itie2014 conference. Conference presentations and publications -clara tian, xinjian xu, the preservation of traditional value system of sichuan migrant tibetan, presented in 2014 international oral history association annual meeting, barcelona, spain, july 2014 -yongli lu, elaine dong, lin cai, xiaoyan yang, listening to the voice of our ancestors: a tin embroidery cultural study by teachers and students in an ethnic miao area in china, presented in 2014 oral history society annual meeting, manchester, uk, july 2014 -long mei, finding the path of cognitive education for remote high school library in china, presented in 2014 international association of school library annual conference, moscow, russian federation, august 2014 -shucheng liu, qiuru wu, opening the journey of exploring cultural geography for students----- a case study of librarians and teachers' collaborative cognitive education, presented in 2014 international association of school library annual conference, moscow, russian federation, august 2014 -yu zhang, liyun hu.(2014). Oral history and local memory --- an introduction of evergreen local cultural study program, cultural heritage studies, vol. 3, 240-254. Chengdu: bashu press. In chinese

Form 990, Page 2, Part III, Line 4D

Expenses that are not allocated to a specific program service. Please refer to attachment a, program service summary for detail for all program services.

Form 990, Part XI, Line 9

Gain on foreign currency exchange 15

Raw XML Appendix394 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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IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCE AT CHIANGSHA, HUNAN LIBRARY THE 6TH INTERNATIONAL CONFERENCE ON INFORMATION TECHNOLOGY IN EDUCATION (ITIE) 2014 EVERGREEN EDUCATION FOUNDATION WORKSHOP WAS CO-HELD WITH HUNAN LIBRARY AT CHANGSHA, HUNAN ON NOVEMBER 26-28, 2014. THE THEME OF THIS CONFERENCE WAS "LOCAL CULTURE AND ORAL HISTORY" AS MAIN TOPICS. THERE WERE 6 SUB THEMES IN THE CONFERENCE: IMPACT OF ORAL HISTORY ON LOCAL COMMUNITY; PRINCIPLES AND BEST PRACTICES IN ORAL HISTORY; PLANNING ORAL HISTORY; ROLE OF ORAL HISTORY IN STUDENT LEARNING; LEGAL AND ETHICAL ASPECTS OF ORAL HISTORY; ORAL HISTORY IN THE DIGITAL AGE; ORAL HISTORY ARCHIVING. PLEASE REFER TO SCHEDULE FOR CONTINUED DETAIL. SMALL PROJECTS EVERGREEN SPONSORED 38 SUCH SMALL PROJECTS IN 2013-4, EACH HAS A BUDGET NOT EXCEEDING 806. THESE WERE CHOSEN FROM SUBMISSIONS FROM SCHOOL AND PUBLIC LIBRARIES. AMONGST THESE ARE ORAL HISTORY PROJECTS WHICH WERE PRESENTED IN ITIE2014 CONFERENCE. CONFERENCE PRESENTATIONS AND PUBLICATIONS -CLARA TIAN, XINJIAN XU, THE PRESERVATION OF TRADITIONAL VALUE SYSTEM OF SICHUAN MIGRANT TIBETAN, PRESENTED IN 2014 INTERNATIONAL ORAL HISTORY ASSOCIATION ANNUAL MEETING, BARCELONA, SPAIN, JULY 2014 -YONGLI LU, ELAINE DONG, LIN CAI, XIAOYAN YANG, LISTENING TO THE VOICE OF OUR ANCESTORS: A TIN EMBROIDERY CULTURAL STUDY BY TEACHERS AND STUDENTS IN AN ETHNIC MIAO AREA IN CHINA, PRESENTED IN 2014 ORAL HISTORY SOCIETY ANNUAL MEETING, MANCHESTER, UK, JULY 2014 -LONG MEI, FINDING THE PATH OF COGNITIVE EDUCATION FOR REMOTE HIGH SCHOOL LIBRARY IN CHINA, PRESENTED IN 2014 INTERNATIONAL ASSOCIATION OF SCHOOL LIBRARY ANNUAL CONFERENCE, MOSCOW, RUSSIAN FEDERATION, AUGUST 2014 -SHUCHENG LIU, QIURU WU, OPENING THE JOURNEY OF EXPLORING CULTURAL GEOGRAPHY FOR STUDENTS----- A CASE STUDY OF LIBRARIANS AND TEACHERS' COLLABORATIVE COGNITIVE EDUCATION, PRESENTED IN 2014 INTERNATIONAL ASSOCIATION OF SCHOOL LIBRARY ANNUAL CONFERENCE, MOSCOW, RUSSIAN FEDERATION, AUGUST 2014 -YU ZHANG, LIYUN HU.(2014). ORAL HISTORY AND LOCAL MEMORY --- AN INTRODUCTION OF EVERGREEN LOCAL CULTURAL STUDY PROGRAM, CULTURAL HERITAGE STUDIES, VOL. 3, 240-254. CHENGDU: BASHU PRESS. IN CHINESE
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IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0FROM TIME TO TIME FUNDS ARE TRANSFERRED TO BE USED FOR PROJECTS AND PROGRAM ITEMS IN CHINA. AS THE TRANSFER WILL NECESSARILY INVOLVE A NUMBER OF INDIVIDUALS FOR A VARIETY OF TARGET APPLICATIONS, WE SET FORTH THE FOLLOWING POLICY: 1. NEED FOR FUNDS: THE NEED FOR FUNDS FOR AMOUNTS EXCEEDING ONE THOUSAND US DOLLAR IS TO BE DETERMINED BY THE BOARD OF DIRECTORS UPON INFORMATION PROVIDED BY THE PRESIDENT OF EVERGREEN AND THE PROGRAM DIRECTORS OF CERLS. 2. UPON FORMAL BOARD DECISION OF AMOUNT, TIME AND TARGET APPLICATION, FUNDS WILL BE TRANSFERRED TO A SPECIFIC INDIVIDUAL OR ORGANIZATION IN CHINA TO BE TREATED AS OTHER RECEIVABLE ACCOUNT. 3. RECEIPTS AND REPORTING OF FUNDS USED THAT SHOW WHAT FUNDS REMAIN IN THIS OTHER RECEIVABLE ACCOUNT SHALL BE TRANSMITTED TO THE SECRETARY OF EVERGREEN EDUCATION FOUNDATION ON OR BEFORE THE LAST DAY OF EACH CALENDAR MONTH. 4. AT THE END OF THE FISCAL YEAR, THE REMAINING FUNDS MAY EITHER BE RETURNED, OR TO BE CONTINUED BE HELD BY THE OTHER RECEIVABLE ACCOUNT FOR CONTINUATION OR TO BE APPLIED TO ANOTHER PROJECT. A DETERMINATION OF WHICH OF THE ABOVE SHALL BE FORMALLY GIVEN BY THE BOARD EVERGREEN EDUCATION FOUNDATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMALL PROJECTS EVERGREEN SPONSORED 38 SUCH SMALL PROJECTS IN 2013-4, EACH HAS A BUDGET NOT EXCEEDING 806. THESE WERE CHOSEN FROM SUBMISSIONS FROM SCHOOL AND PUBLIC LIBRARIES. AMONGST THESE ARE ORAL HISTORY PROJECTS WHICH WERE PRESENTED IN ITIE2014 CONFERENCE. CONFERENCE PRESENTATIONS AND PUBLICATIONS -CLARA TIAN, XINJIAN XU, THE PRESERVATION OF TRADITIONAL VALUE SYSTEM OF SICHUAN MIGRANT TIBETAN, PRESENTED IN 2014 INTERNATIONAL ORAL HISTORY ASSOCIATION ANNUAL MEETING, BARCELONA, SPAIN, JULY 2014 -YONGLI LU, ELAINE DONG, LIN CAI, XIAOYAN YANG, LISTENING TO THE VOICE OF OUR ANCESTORS: A TIN EMBROIDERY CULTURAL STUDY BY TEACHERS AND STUDENTS IN AN ETHNIC MIAO AREA IN CHINA, PRESENTED IN 2014 ORAL HISTORY SOCIETY ANNUAL MEETING, MANCHESTER, UK, JULY 2014 -LONG MEI, FINDING THE PATH OF COGNITIVE EDUCATION FOR REMOTE HIGH SCHOOL LIBRARY IN CHINA, PRESENTED IN 2014 INTERNATIONAL ASSOCIATION OF SCHOOL LIBRARY ANNUAL CONFERENCE, MOSCOW, RUSSIAN FEDERATION, AUGUST 2014 -SHUCHENG LIU, QIURU WU, OPENING THE JOURNEY OF EXPLORING CULTURAL GEOGRAPHY FOR STUDENTS----- A CASE STUDY OF LIBRARIANS AND TEACHERS' COLLABORATIVE COGNITIVE EDUCATION, PRESENTED IN 2014 INTERNATIONAL ASSOCIATION OF SCHOOL LIBRARY ANNUAL CONFERENCE, MOSCOW, RUSSIAN FEDERATION, AUGUST 2014 -YU ZHANG, LIYUN HU.(2014). ORAL HISTORY AND LOCAL MEMORY --- AN INTRODUCTION OF EVERGREEN LOCAL CULTURAL STUDY PROGRAM, CULTURAL HERITAGE STUDIES, VOL. 3, 240-254. CHENGDU: BASHU PRESS. IN CHINESE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES THAT ARE NOT ALLOCATED TO A SPECIFIC PROGRAM SERVICE. PLEASE REFER TO ATTACHMENT A, PROGRAM SERVICE SUMMARY FOR DETAIL FOR ALL PROGRAM SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT COPY OF FORM 990 IS PROVIDED TO THE FOUNDATION'S OFFICERS/DIRECTORS FOR REVIEW BEFORE THE TAX RETURN IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL INTERESTED PARTIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GAIN ON FOREIGN CURRENCY EXCHANGE 15
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ReturnHeader/TaxPeriodEndDt02014-12-31
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05$0.02$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.23$0.03$0.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.46$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.90$0.02$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.11$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.06$0.15$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07$0.15$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.94$0.07$0.14$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.12$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.11$0.16$0.06
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.36$0.12$0.24
2010Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.08$0.11$0.03