Civic Intelligence

Evergreen Teachers Association

EIN 77-0002410 • 501(c)5 • San Jose, CA

Profile

To represent its members in their relations with their employer in all matters relating to employment conditions, including but not limited to wages, hours, and other terms and conditions of employment.

6401 Rolling Meadow CTSan Jose, CA 95135

www.evergreenteachers.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$9,450

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

67th percentile

8.0%

Faster asset growth than 67% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

3.7%

Faster revenue growth than 57% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$353,444

Up $26,174 (+8.0%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$353,444

Up $26,174 (+8.0%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$195,117

Up $6,925 (+3.7%) from 2024

Expenses

Down

$168,943

Down $45,027 (-21%) from 2024

Net Income

Up

$26,174

Up $51,952 (+202%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$400K$300K$200K$100K$0Assets 2011: $205,300Liabilities 2011: $0Net Assets 2011: $205,3002011Assets 2012: $180,566Liabilities 2012: $0Net Assets 2012: $180,5662012Assets 2013: $152,301Liabilities 2013: $0Net Assets 2013: $152,3012013Assets 2014: $165,958Liabilities 2014: $0Net Assets 2014: $165,9582014Assets 2015: $172,071Liabilities 2015: $0Net Assets 2015: $172,0712015Assets 2016: $193,281Liabilities 2016: $0Net Assets 2016: $193,2812016Assets 2017: $187,529Liabilities 2017: $0Net Assets 2017: $187,5292017Assets 2018: $192,002Liabilities 2018: $0Net Assets 2018: $192,0022018Assets 2019: $194,192Liabilities 2019: $0Net Assets 2019: $194,1922019Assets 2020: $213,914Liabilities 2020: $0Net Assets 2020: $213,9142020Assets 2021: $299,789Liabilities 2021: $40,894Net Assets 2021: $258,8952021Assets 2022: $295,589Liabilities 2022: $0Net Assets 2022: $295,5892022Assets 2023: $353,048Net Assets 2023: $353,0482023Assets 2024: $327,270Net Assets 2024: $327,2702024Assets 2025: $353,444Net Assets 2025: $353,4442025

Highlighted filing

2025

Assets$353,444
Liabilities-
Net Assets$353,444
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $205,836Expenses 2011: $215,050Net Income 2011: -$9,2142011Revenue 2012: $200,353Expenses 2012: $225,087Net Income 2012: -$24,7342012Revenue 2013: $200,481Expenses 2013: $228,746Net Income 2013: -$28,2652013Revenue 2014: $260,421Expenses 2014: $246,764Net Income 2014: $13,6572014Revenue 2015: $252,499Expenses 2015: $246,386Net Income 2015: $6,1132015Revenue 2016: $250,237Expenses 2016: $229,027Net Income 2016: $21,2102016Revenue 2017: $232,331Expenses 2017: $238,083Net Income 2017: -$5,7522017Revenue 2018: $228,157Expenses 2018: $223,684Net Income 2018: $4,4732018Revenue 2019: $216,992Expenses 2019: $214,802Net Income 2019: $2,1902019Revenue 2020: $207,841Expenses 2020: $188,119Net Income 2020: $19,7222020Revenue 2021: $203,882Expenses 2021: $158,901Net Income 2021: $44,9812021Revenue 2022: $202,143Expenses 2022: $165,449Net Income 2022: $36,6942022Revenue 2023: $196,114Expenses 2023: $138,655Net Income 2023: $57,4592023Revenue 2024: $188,192Expenses 2024: $213,970Net Income 2024: -$25,7782024Revenue 2025: $195,117Expenses 2025: $168,943Net Income 2025: $26,1742025

Highlighted filing

2025

Revenue$195,117
Expenses$168,943
Net Income$26,174
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,444
Liabilities
-
Net assets
$353,444
Revenue
$195,117
Expenses
$168,943
Net income
$26,174
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.53$3.53$1.95$1.69$0.26
2024Detailed filing. Detailed filing data is available for this year.$3.27$3.27$1.88$2.14$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.53$3.53$1.96$1.39$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.02$1.65$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.41$2.59$2.04$1.59$0.45
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.08$1.88$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.17$2.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.28$2.24$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.32$2.38$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$2.50$2.29$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$2.52$2.46$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.60$2.47$0.14
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$2.00$2.29$0.28
2012Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$2.00$2.25$0.25
2011Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$2.06$2.15$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 19, 2025
Return Version
2024v5.2
Gross Receipts
$195,117
Mission and Program Overview

Mission

To represent its members in their relations with their employer in all matters relating to employment conditions, including but not limited to wages, hours, and other terms and conditions of employment.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS THE UNION FOR TEACHERS IN THE EVERGREEN SCHOOL DISTRICT. IT NEGOTIATES TEACHER CONTRACTS AND DISSEMINATES INFORMATION TO THE MEMBERS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne LimaPresidentFT$9,450-$9,450
Tami ComptonVice President-$9,450-$9,450
Melody SuttonTreasurer-$4,500-$4,500
SARAH CICCARELLOSecretary-$3,000-$3,000
JULIE KAISERDirector-$1,800-$1,800
Sarah JohnsonDirector-$1,200-$1,200
ALISON MACKEYDirector-$1,200-$1,200
OLGA SANDOVALDirector-$1,200-$1,200
HYE HANDirector-$1,200-$1,200
LENA MORALESDirector-$1,200-$1,200
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Evergreen Teachers Association
EIN
77-0002410
Phone
4082720601
Address
6401 ROLLING MEADOW CT, SAN JOSE, CA 95135

Signing Officer

Name
Suzanne Lima
Title
President
Signed
2025-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Mj Partners Llp
Address
150 E CAMPBELL AVE STE 201, CAMPBELL, CA 95008
Preparer
Seung Chul Sung
Phone
4083797300
Supplemental Narrative

Additional Explanations

Other Revenue.1

“MISC. INCOME $1549”

Other Expenses.1002

“Office Expenses $1382”

Other Expenses.1007

“Conferences, Conventions, and Meetings $18913”

Other Expenses.1009

“Depreciation $492”

Other Expenses.1012

“Insurance $150”

Other Expenses.1

“RELEASE TIME $87854”

Other Expenses.2

“Membership programs $13307”

Other Expenses.3

“PD GRANT $3043”

Other Expenses.4

“BARGAINING $2558”

Other Expenses.5

“Rep council & exec. Board $1809”

Other Expenses.6

“STORAGE $1572”

Other Expenses.7

“ELECTION $666”

Other Expenses.8

“WEB PAGE $115”

Other Expenses.9

“LICENSE $20”

Other Assets.1003

“Machinery and Equipment - Beginning $2006 Machinery and Equipment - Ending $1514”

Raw XML Appendix164 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0MELODY SUTTON
IRS990EZ/BooksInCareOfDetail/PhoneNum04082720601
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06401 ROLLING MEADOW CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0951351629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0325264
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0351930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026174
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01562
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0327270
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0353444
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0195117
IRS990EZ/GroupExemptionNum04003
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0148
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0193420
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0327270
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0353444
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0327270
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0353444
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt09450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt19450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt81200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt91200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Suzanne Lima
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tami Compton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH CICCARELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melody Sutton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sarah Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALISON MACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6OLGA SANDOVAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JULIE KAISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HYE HAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LENA MORALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02006
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01514
IRS990EZ/OtherExpensesTotalAmt0131881
IRS990EZ/OtherRevenueTotalAmt01549
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REPRESENT ITS MEMBERS IN THEIR RELATIONS WITH THEIR EMPLOYER IN ALL MATTERS RELATING TO EMPLOYMENT CONDITIONS, INCLUDING BUT NOT LIMITED TO WAGES, HOURS, AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS THE UNION FOR TEACHERS IN THE EVERGREEN SCHOOL DISTRICT. IT NEGOTIATES TEACHER CONTRACTS AND DISSEMINATES INFORMATION TO THE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt035500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0168943
IRS990EZ/TotalRevenueAmt0195117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.evergreenteachers.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC. INCOME $1549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $18913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RELEASE TIME $87854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP PROGRAMS $13307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PD GRANT $3043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BARGAINING $2558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REP COUNCIL & EXEC. BOARD $1809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STORAGE $1572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ELECTION $666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEB PAGE $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LICENSE $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Machinery and Equipment - Beginning $2006 Machinery and Equipment - Ending $1514
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1003
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Suzanne Lima
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0770002410
ReturnHeader/Filer/PhoneNum04082720601
ReturnHeader/Filer/USAddress/AddressLine1Txt06401 ROLLING MEADOW CT
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095135
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824901087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MJ PARTNERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E CAMPBELL AVE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEUNG CHUL SUNG
ReturnHeader/ReturnTs02025-12-19T08:46:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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