Civic Intelligence

Evergreen Strategies Foundation

EIN 77-0710527 • 501(c)3 • Charlotte, NC

Charlotte, NC
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

59%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$419,802

Up $155,493 (+59%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$419,802

Up $155,493 (+59%) from 2018

Operations
Liabilities / Revenue34th percentileNet Margin93rd percentile

Revenue

Down

$342,265

Down $279,235 (-45%) from 2018

Expenses

Down

$129,372

Down $298,076 (-70%) from 2018

Net Income

Up

$212,893

Up $18,841 (+9.7%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$600K$400K$200K$0Assets 2011: $115,118Liabilities 2011: $02011Assets 2012: $108,573Liabilities 2012: $02012Assets 2013: $186,430Liabilities 2013: $02013Assets 2014: $182,480Liabilities 2014: $02014Assets 2015: $120,376Liabilities 2015: $02015Assets 2016: $104,941Liabilities 2016: $02016Assets 2018: $264,309Liabilities 2018: $0Net Assets 2018: $264,3092018Assets 2019: $419,802Liabilities 2019: $0Net Assets 2019: $419,8022019

Highlighted filing

2019

Assets$419,802
Liabilities$0
Net Assets$419,802
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $49,949Expenses 2011: $21,422Net Income 2011: $28,5272011Revenue 2012: $97,899Expenses 2012: $104,444Net Income 2012: -$6,5452012Revenue 2013: $116,934Expenses 2013: $39,077Net Income 2013: $77,8572013Revenue 2014: $36,382Expenses 2014: $40,332Net Income 2014: -$3,9502014Revenue 2015: $19,509Expenses 2015: $81,613Net Income 2015: -$62,1042015Revenue 2016: $48,842Expenses 2016: $64,277Net Income 2016: -$15,4352016Revenue 2018: $621,500Expenses 2018: $427,448Net Income 2018: $194,0522018Revenue 2019: $342,265Expenses 2019: $129,372Net Income 2019: $212,8932019

Highlighted filing

2019

Revenue$342,265
Expenses$129,372
Net Income$212,893
Open 2019 Filing

Filings

Most recent year

2019 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$419,802
Liabilities
$0
Net assets
$419,802
Revenue
$342,265
Expenses
$129,372
Net income
$212,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$3.42$1.29$2.13
2018Summary only. Only limited summary data is available for this year.$2.64$0.00$2.64$6.22$4.27$1.94
2016Summary only. Only limited summary data is available for this year.$1.05$0.00$0.49$0.64$0.15
2015Summary only. Only limited summary data is available for this year.$1.20$0.00$0.20$0.82$0.62
2014Summary only. Only limited summary data is available for this year.$1.82$0.00$0.36$0.40$0.04
2013Summary only. Only limited summary data is available for this year.$1.86$0.00$1.17$0.39$0.78
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.98$1.04$0.07
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$0.50$0.21$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$536,266
Mission and Program Overview

Mission

The evergreen strategies foundation is an organization that creates "sustainable solutions to housing and poverty." we develop clear vision statements and strategies for each area of impact, and we work to be sure effective teams are working on those strategies. We then provide financial support and assistance/oversight to each.the world is full of poverty and substandard housing at many levels - and god calls us to help those who are less fortunate. At the evergreen strategies foundation, we also belive god calls us to use the resources he has given us as wisely as possible, thus our commitment to sustainable strategies.

The evergreen strategies foundation's mission is to provide sustainable solutions to housing and poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$264,309$419,802▲ $155,493
Cash and Non-Interest-Bearing Accounts$13,400$274,802▲ $261,402
Investments Program Related$193,509--
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$264,309$419,802▲ $155,493
Other Assets Total$57,400$145,000▲ $87,600
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$264,309$419,802▲ $155,493
Total Liabilities and Net Assets / Fund Balance$264,309$419,802▲ $155,493

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,414$2,414
Other Assets Org$145,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jim DulinChairman
Terry ShookDirector of Affordable Housing
Cary SummersDirector of Fundraising Israel
Susan DulinDirector of International Projects
Doug BenefieldDirector of Internet Fundraising
Jeff FloydDirector of Israel Project
Revenue and Support

Revenue Composition

Contributions and Grants
$341,266
Program Service Revenue
$0
Investment Income
$999
Other Revenue
$0
All Other Contributions
$341,266
Change in Net Assets
$212,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,372
Total Fundraising Expense$90,920
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising--$90,920$90,920
Travel$4,875--$4,875
Grants to Domestic Orgs$3,000--$3,000
All Other Expenses-$1,935-$1,935
Other Expenses$557$1,831-$1,831
Fees for Services Legal-$1,287-$1,287
Insurance$1,092--$1,092
Total Functional Expenses$28,524$9,928$90,920$129,372
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Susan dulin is jim dulin's spouse.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the board chairman and a copy of the form 990 is available upon request to the board members.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person (a) has received a copy of the conflict of interest policy; (b) has read and understands it; (c) has agreed to comply with it; and (d) understands the organization is charitable and in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public as requested.”

Filing and Contact Details

Filer

Filer Name
Evergreen Strategies Foundation
EIN
77-0710527
Phone
7043581000
Address
1611 BIBURY LANE, CHARLOTTE, NC 28211

Signing Officer

Name
James M Dulin
Title
Board Chairman
Phone
7043581000
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James M Dulin
Formed
2008
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
3

Preparer

Firm
Pesta Finnie & Associates Llp
Address
6826 MORRISON BLVD, CHARLOTTE, NC 28211-4379
Preparer
Stacie Miller
Phone
7043641829
Raw XML Appendix365 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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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE EVERGREEN STRATEGIES FOUNDATION'S MISSION IS TO PROVIDE SUSTAINABLE SOLUTIONS TO HOUSING AND POVERTY.
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IRS990/AdvertisingGrp/TotalAmt090920
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IRS990/AllOtherExpensesGrp/TotalAmt01935
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES M DULIN
IRS990/BooksInCareOfDetail/PhoneNum07046495025
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01611 BIBURY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028211
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt0341266
IRS990/CYGrantsAndSimilarPaidAmt03000
IRS990/CYInvestmentIncomeAmt0999
IRS990/CYOtherExpensesAmt0126372
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0OUR GUATEMALA STATEGY - GUATEMALA IS A VERY POOR COUNTRY IN LATIN AMERICA, WHERE MANY FAMILIES LIVE ON $1 PER DAY. THERE IS SIGNIFICANT MALNUTRITION, AS WELL AS SUB-STANDARD HOUSING IN EVERY CITY AND VILLAGE.WE CHOSE TO HELP A SMALL VILLAGE IN RURUAL GUATEMALA, BECAUSE LATIN AMERICA IS OFTEN FORGOTTEN WHEN IT COMES TO CHARITABLE EFFORTS DUE TO FOCUS ON DISASTER RELIEF IN AFRICA.WE CHOSE THE VILLAGE OF LA LADRILLERA, GUATEMALA BECAUSE WE WANTED TO GET TO KNOW THE 600 FAMILIES THERE. THE FAMILIES HAVE STRONG CHRISTIAN BELIEFS. THE MEN HAVE STAYED IN THE VILLAGE BUT THEY LACK THE RESOURCES AND A CLEAR STRATEGY TO TAKE CARE OF THEIR VILLAGE ON A SUSTAINABLE BASIS. WE ALSO WANTED TO WORK IN A VILLAGE THAT IS REASONABLY SAFE, SO CHILDREN COULD ALSO SAFELY VISIT.OUR STRATEGY IS TO HELP THE VILLAGE HOLISTICALLY TO INCREASE INCOME AND THE QUALITY OF LIFE. SO FAR OUR PROGRAMS HAVE INCLUDED:1. A COFFEE PROGRAM TO HELP FAMILIES INCREASE PRODUCTION BY REPLACING THEIR OLDER COFFEE PLANTS AND FERTILIZING PLANTS.2. A PROGRAM TO HELP FAMILIES RAISE CHICKENTS FOR FOOD AND INCOME.3. A HOUSING PROGRAM TO BUILD BAMBOO HOUSING AND TEACH A BUILDER IN THE VILLAGE HOW TO CONTINUE THAT BUILDING. THIS BUILDER ALSO BUILDS BAMBOO FURNITURE.4. PROVIDING COMPUTERS FOR THE VILLAGE SCHOOL, SINCE GUATEMALA'S GOVERNMENT DOES NOT INCLUDE COMPUTERS IN A SCHOOL BUDGET.5. PROVIDING A LIBRARY FOR THE VILLAGE, WHERE STUDENTS CAN DO THEIR HOMEWORK AND PARENTS CAN USE THE COMPUTERS, INTERNET AND PRINTERS.6. PROVIDING A COMMUNITY STORE WHERE CLOTHING, SHOES, ETC. FROM THE US CAN BE PURCHASED FOR $1.7. PROVIDING SUPPORT FOR A VILLAGE NURSE WHO A) HELPS FAMILIES AND MIDWIVES WITH PRENATAL SERVICES, B) ATTENDS TO CUTS FROM THE MACHETES USED IN HARVESTING COFFEE, AND C) PROVIDES NURSING ASSISTANCE PRIOR TO ANY HOSPITAL NEEDS (THE HOSPITAL IS A 30 MINUTE RIDE FROM THE VILLAGE AND THEY HAVE NO MEDICAL INSURANCE).AS ADDITIONAL SUPPORT FOR THESE PROGRAMS, WE HAVE ADDED A TEAM MEMBER TO OUR STAFF WHO LIVES IN GUATEMALA CITY. STANLEY ROMERO PROVIDES US WITH TRANSPORTATION AND SECURITY DURING OUR ANNUAL TRIPS TO THE VILLAGE AND ALSO VISITS THE VILLAGE QUARTERLY TO SUPPORT OUR PROGRAMS THERE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt019000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01287
IRS990/FeesForServicesLegalGrp/TotalAmt01287
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM DULIN
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN DULIN
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF FLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm3TERRY SHOOK
IRS990/Form990PartVIISectionAGrp/PersonNm4CARY SUMMERS
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUG BENEFIELD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF INTERNATIONAL PROJECTS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF ISRAEL PROJECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF AFFORDABLE HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF FUNDRAISING ISRAEL
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF INTERNET FUNDRAISING
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IRS990/GrantsToOrganizationsInd00
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IRS990/GrossReceiptsAmt0536266
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IRS990/MissionDesc0THE EVERGREEN STRATEGIES FOUNDATION IS AN ORGANIZATION THAT CREATES "SUSTAINABLE SOLUTIONS TO HOUSING AND POVERTY." WE DEVELOP CLEAR VISION STATEMENTS AND STRATEGIES FOR EACH AREA OF IMPACT, AND WE WORK TO BE SURE EFFECTIVE TEAMS ARE WORKING ON THOSE STRATEGIES. WE THEN PROVIDE FINANCIAL SUPPORT AND ASSISTANCE/OVERSIGHT TO EACH.THE WORLD IS FULL OF POVERTY AND SUBSTANDARD HOUSING AT MANY LEVELS - AND GOD CALLS US TO HELP THOSE WHO ARE LESS FORTUNATE. AT THE EVERGREEN STRATEGIES FOUNDATION, WE ALSO BELIVE GOD CALLS US TO USE THE RESOURCES HE HAS GIVEN US AS WISELY AS POSSIBLE, THUS OUR COMMITMENT TO SUSTAINABLE STRATEGIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/Desc2MEALS
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES M DULIN
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0OUR HOMELESS SHELTER STATEGY -CHARLOTTE HAS A HOMELESS POPULATION OF ABOUT 600 MEN, WOMEN AND CHILDREN. THESE INDIVIDUALS AND FAMILIES REPRESENT THE POOREST AND MOST DISADVANTAGED OF OUR COMMUNITY.MANY OF THESE INDIVIDUALS ARE MENTALLY ILL AND UNABLE TO FUNCTION NORMALLY IN SOCIETY. THESE INDIVIDUALS NEED PERMANENT, SUPPORTIVE HOUSING STAFFED BY TEAMS WHO UNDERSTAND THEIR NEEDS. THE EVERGREEN HOUSING FOUNDATION SUPPORTS THESE FACILITIES THROUGH DIRECT DONATIONS AND HELPING BUILD AND FURNISH THE EMERGENCY MEN'S SHELTER. MANY HOMELESS MEN ARE ALSO DEALING WITH ALCOHOL OR DRUG ADDICTIONS. THEY ARE ADMITTED AT THE EMERGENCY MEN'S SHELTER, BUT NEED CONVENIENT AND EFFECTIVE COUNSELING TO FIGHT THEIR ADDITCIONS BEFORE OTHER SERVICES WILL HELP. THE SHELTER CAN PROVIDE THEM WITH A WARM PLACE TO SLEEP, MEALS, AND A SHOWER AT THE END OF THE DAY.WE ARE CURRENTLY STUDYING THE BROADER HOMELESS ISSUE AND UPDATED OUR STRATEGY IN 2018.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03000
IRS990/ProgSrvcAccomActy3Grp/Desc0REFUGEE SUPPORT SERVICES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06524
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OUR IMMIGRANT FAMILY STRATEGY-SUSAN DULIN OVERSEES OUR WORK IN THE AREA OF IMMIGRANT FAMILIES IN CHARLOTTE. SUE IS WORKING AS A VOLUNTEER FOR TWO ORGANIZATIONS CURRENTLY:CAROLINAS REFUGEE SETTLEMENT AGENCY - THIS GOVERNMENT AGENCY IS RESPONSIBLE FOR PROCESSING NEW REFUGEE FAMILIES ARRIVING IN CHARLOTTE. THEY MOVE THEM INTO AN APARTMENT, PROVIDE THEM WITH SOME BASIC USED FURNITURE, HELP THEM GET THEIR SOCIAL SECURITY CARDS, HELP THEM ENROLL THEIR CHILDREN IN SCHOOL, AND HELP WITH JOB PLACEMENT. CRRA HELPS THE FAMILIES FOR THE FIRST 90 DAYS AFTER ARRIVAL IN CHARLOTTE.REFUGEE SUPPORT SERVICES - RSS IS A PRIVATELY FUNDED NON-PROFIT THAT PROVIDES ADDITIONAL SERVICES TO REFUGEE FAMILIES. THEY WORK TO MAKE SURE THE FAMILIES HAVE JOBS, HAVE MADE THE TRANSITION TO LIFE IN THE US, HAVE CONNECTED TO THE APPROPRIATE SERVICE AGENCIES, AND ARE ON THEIR WAY TO BEING INDEPENDENT. THEY ALSO MATCH IMMIGRANT FAMILIES WITH MENTOR FAMILIES IN CHARLOTTE, WHO CAN HELP THEM FEEL MORE AT HOME AND INCREASE THEIR SOCIAL CAPITAL.SUE AND JIM HAVE ADOPTED AN IMMIGRANT FAMILY FROM NAMIBIA, AFRICA WHILE ALSO LEARNING ABOUT THE TWO PROGRAMS IN THE PROCESS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1OUR AFFORDABLE HOUSING STRATEGY -IN 2017 JIM DULIN ASSEMBLED AND CHAIRED A COMMITTEE OF EXPERTS IN THE AFFORDABLE HOUSING SPACE IN CHARLOTTE, NC. CHARLOTTE'S CENTER CITY PARTNERS ASSISTED WITH THIS EFFORT, PROVIDING A CREDIBLE PLATFORM FOR THE WORK AS WELL AS CONFERENCE FACILITIES AND SUPPORT STAFF. THIS GROUP WAS CALLED THE "EVERGREEN TEAM."THE MISSION OF THE EVERGREEN TEAM WAS TO COME UP WITH BOLD IDEAS THAT WOULD HELP THE PRIVATE SECTOR INCREASE ITS EFFORTS AND ENSURE A SUSTAINABLE STRATEGY. THE FINAL REPORT OF THE EVERGREEN TEAM WAS PRESENTED TO THE CITY OF CHARLOTTE AND MECKLENBURG COUNTY IN FEBRUARY OF 2018.TO ENSURE THAT THE COMMITTEE'S IDEAS WERE UNDERSTOOD, ESF WILL:1. WRITE A VISION STATEMENT AND STRATEGY THAT REFLECTS THE WORK OF THE EVERGREEN TEAM COMMITTEE AND SHARE IT WITH APPROPRIATE PARTIES.2. ASSIST THE CITY, COUNTY AND LEADING THE OPPORTUNITY TASK FORCE IN SETTING UP A "SPECIAL TEAM" THAT CAN ENSURE A LONG-TERM VISION AND STRATEGY. SHARE THE VISION STATEMENT AND STRATEGY WITH THAT TEAM FOR PERSPECTIVE.LONGER TERM STRATEGY: VIBRANT, INCLUSIVE NEIGHBORHOODS1. ESF WILL PRODUCE AND MAINTAIN A DYNAMIC POWERPOINT PRESENTATION ON AFFORDABLE HOUSING FOR USE BY THE AFFORDABLE COMMUNITY.2. ESF WILL PARTICIPATE IN AN ANNUAL STUDY BY UNCC ON THE "STATE OF HOUSING" IN CHARLOTTE.3. ESF WILL WORK WITH THE COMMUNITY TO CREATE VIBRANT, INCLUSIVE NEIGHBORHOODS WITH A LONG-TERM AFFORDABLE BALANCE.4. ESF WILL WORK TO CAPTURE THE ENERGY AND RESOURCES FROM MOVEMENT DAY IN A PRODUCTIVE WAY. THIS WILL INVOLVE MATCHING CHURCHES WITH SPECIFIC NEIGHBORHOODS, CREATING SUPPORTIVE RELATIONSHIPS AND OFFERING A LIST OF "BEST PRACTICES."5. ESF WILL CREATE "BRANDED DESIGNS" OF AFFORDABLE PROJECTS THAT CAN BE DEVELOPED REPEATEDLY IN MORE URBAN AREAS.6. ESF WILL PURSUE THE CREATION OF A SOCIAL IMPACT FUND WITH BARINGS.7. ESF WILL WORK TO IDENTIFY PROACTIVELY ANUMBER OF LAND SITES FOR AFFORDABLE PROJECTS.8. ESF WILL ADVOCATE FOR THE USE OF LONG-TERM LAND LEASE STRUCTURE ON ALL AFFORDABLE PROJECTS SO THAT THE LAND IS PROTECTED FOR THAT USE PERMANENTLY.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0621500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0413530
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt013918
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0194052
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0427448
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0621500
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0212893
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0264309
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0419802
IRS990ScheduleA/FactsAndCircumstancesTestTxt0EVERGREEN STRATEGIES FOUNDATION (ESF) MAINTAINS A PROGRAM FOR SOLICITATION OF FUNDS THROUGH ITS WEBSITE AND THROUGH SOLICITATION FROM PERSONAL CONTACTS AND BUSINESS ASSOCIATES OF BOARD MEMBERS AND VOLUNTEERS AS WELL AS OTHER PUBLIC CHARITIES. PUBLIC FUNDING NEEDED TO SUSTAIN THE ORGANIZATION COULD NOT BE OBTAINED, AND THEREFORE OPERATIONS HAVE CEASED AS OF 2020.THE MISSION OF ESF IS TO PROVIDE SUSTAINABLE SOLUTIONS TO HOUSING AND POVERTY. PROGRAMS OF ESF INCLUDE THE GUATEMALA STRATEGY, THE PILGRIMAGE AT MAGDALA, THE HOMELESS SHELTER STRATEGY, THE IMMIGRANT FAMILY STRATEGY, AND THE AFFORDABLE HOUSING STRATEGY. SEE MORE DETAILED DESCRIPTIONS OF SPECIFIC PROGRAMS ON SCHEDULE O.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0341266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0621500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01043826
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.06330
IRS990ScheduleA/PublicSupportPY170Pct00.11390
IRS990ScheduleA/PublicSupportTotal170Amt066091
IRS990ScheduleA/SubstantialContributorsTotAmt0977735
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0341266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0621500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01043826
IRS990ScheduleA/TotalSupportAmt01043839
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02414
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02414
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0145000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NOTES RECEIVABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0145000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUSAN DULIN IS JIM DULIN'S SPOUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE BOARD CHAIRMAN AND A COPY OF THE FORM 990 IS AVAILABLE UPON REQUEST TO THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS IT; (C) HAS AGREED TO COMPLY WITH IT; AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0264309
IRS990/TotalAssetsEOYAmt0419802
IRS990/TotalAssetsGrp/BOYAmt0264309
IRS990/TotalAssetsGrp/EOYAmt0419802
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0341266
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt090920
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09928
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028524
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129372
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0264309
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0419802
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028524
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0999
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0342265
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0264309
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0419802
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04875
IRS990/TravelGrp/TotalAmt04875
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01611 BIBURY LANE
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028211
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.EVERGREENSTRATEGIESFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M DULIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07043581000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN STRATEGIES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0770710527
ReturnHeader/Filer/PhoneNum07043581000
ReturnHeader/Filer/USAddress/AddressLine1Txt01611 BIBURY LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0491BB80E78789C4D07985AD4B04F267FCF6E62AA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0491BB80E78789C4D07985AD4B04F267FCF6E62AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.104.50.111
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:07:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561761672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PESTA FINNIE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06826 MORRISON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282114379
ReturnHeader/PreparerPersonGrp/PhoneNum07043641829
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACIE MILLER
ReturnHeader/ReturnTs02020-11-16T13:22:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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