Civic Intelligence

Evergreen Elementary PTO Inc

990EZ • Fiscal year 2021 • EIN 81-1035247

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 20, 2023

Organization ProfileFACEBOOK.COM/EVERGREEN-ELEMENTARY
510 Long Coulee RdHolmen, WI 54636

(928) 925-9326

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-1.3%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-13%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$44,684

Down $863 (-1.9%) from 2020

Net Assets

$44,684

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin33rd percentile

Revenue

Down

$67,739

Down $9,952 (-13%) from 2020

Expenses

Down

$68,617

Down $2,306 (-3.3%) from 2020

Net Income

Down

-$878

Down $7,646 (-113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$100K$50K$0Assets 2016: $56,112Liabilities 2016: $0Net Assets 2016: $56,1122016Assets 2017: $39,041Liabilities 2017: $02017Assets 2019: $38,779Liabilities 2019: $02019Assets 2020: $45,547Liabilities 2020: $02020Assets 2021: $44,684Liabilities 2021: $0Net Assets 2021: $44,6842021Assets 2022: $91,898Liabilities 2022: $0Net Assets 2022: $91,8982022Assets 2023: $44,070Liabilities 2023: $0Net Assets 2023: $44,0702023Assets 2024: $52,308Liabilities 2024: $0Net Assets 2024: $52,3082024Assets 2025: $50,478Liabilities 2025: $0Net Assets 2025: $50,4782025

Highlighted filing

2021

Assets$44,684
Liabilities$0
Net Assets$44,684
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $9,987Expenses 2016: $1,045Net Income 2016: $8,9422016Revenue 2017: -$16,979Expenses 2017: $92Net Income 2017: -$17,0712017Revenue 2019: $115,084Expenses 2019: $115,346Net Income 2019: -$2622019Revenue 2020: $77,691Expenses 2020: $70,923Net Income 2020: $6,7682020Revenue 2021: $67,739Expenses 2021: $68,617Net Income 2021: -$8782021Revenue 2022: $89,576Expenses 2022: $42,363Net Income 2022: $47,2132022Revenue 2023: $92,648Expenses 2023: $140,477Net Income 2023: -$47,8292023Revenue 2024: $20,001Expenses 2024: $11,762Net Income 2024: $8,2392024Revenue 2025: $17,700Expenses 2025: $19,530Net Income 2025: -$1,8302025

Highlighted filing

2021

Revenue$67,739
Expenses$68,617
Net Income-$878
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 20, 2023
Return Version
2020v4.1
Gross Receipts
$67,739
Mission and Program Overview

Mission

Support staff and student at elementary

Program Services

DescriptionGrantsExpenses
REPLACEMENT OF PLAYGROUND EQUIPMENT, PROVIDE CLASSROOM MATERIALS FOR TEACHERS, AMPUTERS, SUBSCRIPTIONS, SPEAKERS AND SUPPORT WITH FIELD TRIPS.-$4,500
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA JOHNSONPresident-$0--
JESSICA OLIVERTreasurer-$0--
LAURA OLIVERSecretary-$0--
RACHEL FAWVERPrincipal-$0--
Filing and Contact Details

Filer

Filer Name
Evergreen Elementary Pto Inc
EIN
81-1035247
Address
510 LONG COULEE RD, HOLMEN, WI 54636

Signing Officer

Name
Alycia Hall
Title
Treasurer
Signed
2023-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Becker Tax & Bookkeeping LLC
Address
412 2ND AVE S, ONALASKA, WI 54650
Preparer
Jerald Roeckers
Phone
6087836183
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 1,968fundraiser cost of goods sold 62,149exempt purpose expenses 4,500”

Description of other assets Part II line 24

“Category beginning of year end of yearother assets 6,888 4,920”

Raw XML Appendix161 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLMEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054636
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRICIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA OLIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL FAWVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06888
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04920
IRS990EZ/OtherExpensesTotalAmt068617
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STAFF AND STUDENT AT ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt064747
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPLACEMENT OF PLAYGROUND EQUIPMENT, PROVIDE CLASSROOM MATERIALS FOR TEACHERS, AMPUTERS, SUBSCRIPTIONS, SPEAKERS AND SUPPORT WITH FIELD TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt01220
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068617
IRS990EZ/TotalProgramServiceExpensesAmt04500
IRS990EZ/TotalRevenueAmt067739
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011798
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0143978
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0153847
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt045
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0174
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0403076
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017636
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018882
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0143978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0154863
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018927
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0154901
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0403250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 1,968FUNDRAISER COST OF GOODS SOLD 62,149EXEMPT PURPOSE EXPENSES 4,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEAROTHER ASSETS 6,888 4,920
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALYCIA HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0811035247
ReturnHeader/Filer/USAddress/AddressLine1Txt0510 LONG COULEE RD
ReturnHeader/Filer/USAddress/CityNm0HOLMEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054636
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010668564
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0412 2ND AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054650
ReturnHeader/PreparerPersonGrp/PhoneNum06087836183
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERALD ROECKERS
ReturnHeader/ReturnTs02023-03-23T21:29:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALYCIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,684
Liabilities
$0
Net assets
$44,684
Revenue
$67,739
Expenses
$68,617
Net income
-$878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.18$0.20$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.20$0.12$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.93$1.40$0.48
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.90$0.42$0.47
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.68$0.69$0.01
2020Summary only. Only limited summary data is available for this year.$0.46$0.00$0.78$0.71$0.07
2019Summary only. Only limited summary data is available for this year.$0.39$0.00$1.15$1.15$0.00
2017Summary only. Only limited summary data is available for this year.$0.39$0.00$0.17$0.00$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.10$0.01$0.09