Civic Intelligence

Evergreen Elementary PTO Inc

990EZ • Fiscal year 2024 • EIN 81-1035247

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 13, 2024

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$52,308

Up $8,238 (+19%) from 2023

Net Assets

Up

$52,308

Up $8,238 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Down

$20,001

Down $72,647 (-78%) from 2023

Expenses

Down

$11,762

Down $128,715 (-92%) from 2023

Net Income

Up

$8,239

Up $56,068 (+117%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2024

Assets$52,308
Liabilities$0
Net Assets$52,308
Open 2024 Filing

Operations Trend

Revenue Growth5th 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

2024

Revenue$20,001
Expenses$11,762
Net Income$8,239
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 13, 2024
Return Version
2023v5.1
Gross Receipts
$64,090
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.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA JOHNSONCo-President-$0--
SOPHIA SCHLIESCo-President-$0--
LAURA RUGERSecretary-$0--
RACHEL FAWVERPrincipal-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Butterbraid----
Kt Car Wash----
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
Jennifer Spindler
Title
Treasurer
Phone
6087801681
Signed
2024-09-13
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 873exempt purpose expenses 10,889”

Other changes in net assets or fund balances Part I line 20

“Description amountrounding adjustment (1)”

Description of other assets Part II line 24

“Category beginning of year end of yearother assets 2,510 1,637”

Raw XML Appendix169 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/PhoneNum09289259326
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N8618 COUNTY RD TT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLMEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054636
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041560
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050671
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01443
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08239
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt058971
IRS990EZ/GrossReceiptsAmt064090
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044070
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052308
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044070
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052308
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRICIA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SOPHIA SCHLIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA RUGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL FAWVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02510
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01637
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt011762
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STAFF AND STUDENT AT ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt03661
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPLACEMENT OF PLAYGROUND EQUIPMENT, PROVIDE CLASSROOM MATERIALS FOR TEACHERS, AMPUTERS, SUBSCRIPTIONS, SPEAKERS AND SUPPORT WITH FIELD TRIPS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044089
IRS990EZ/SpecialEventsNetIncomeLossAmt014882
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011762
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052319
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt097018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0312508
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0120
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0364827
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102722
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112677
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017636
IRS990ScheduleA/Total509Grp/TotalAmt0364827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017679
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0364947
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0KT CAR WASH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BUTTERBRAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 873EXEMPT PURPOSE EXPENSES 10,889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTROUNDING ADJUSTMENT (1)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEAROTHER ASSETS 2,510 1,637
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER SPINDLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06087801681
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-13
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010668564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER TAX & BOOKKEEPING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0412 2ND AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054650
ReturnHeader/PreparerPersonGrp/PhoneNum06087836183
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERALD ROECKERS
ReturnHeader/ReturnTs02024-10-02T10:54:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,308
Liabilities
$0
Net assets
$52,308
Revenue
$20,001
Expenses
$11,762
Net income
$8,239
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