Civic Intelligence

Evergreen Elementary Home & School Association

990EZ • Fiscal year 2020 • EIN 84-1712785

Aug 01, 2019 to Jul 31, 2020 • Filed on Jan 27, 2021

Organization Profilehttp//evergreen.pvsd.org/pages/evergreenes/homeandSchoolAssociation
98 Kagey RoadCollegeville, PA 19426

(610) 409-9751

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

9.4%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-53%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$73,834

Up $6,344 (+9.4%) from 2019

Net Assets

Up

$73,834

Up $6,344 (+9.4%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Down

$14,589

Down $16,630 (-53%) from 2019

Expenses

Down

$8,245

Down $21,649 (-72%) from 2019

Net Income

Up

$6,344

Up $5,019 (+379%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$100K$50K$0Assets 2014: $63,936Liabilities 2014: $0Net Assets 2014: $63,9362014Assets 2015: $68,383Liabilities 2015: $0Net Assets 2015: $68,3832015Assets 2016: $83,069Net Assets 2016: $83,0692016Assets 2017: $55,594Net Assets 2017: $55,5942017Assets 2018: $66,165Liabilities 2018: $02018Assets 2019: $67,490Net Assets 2019: $67,4902019Assets 2020: $73,834Net Assets 2020: $73,8342020Assets 2021: $67,223Net Assets 2021: $67,2232021Assets 2022: $69,985Net Assets 2022: $69,9852022Assets 2023: $72,400Net Assets 2023: $72,4002023Assets 2024: $80,884Net Assets 2024: $80,8842024

Highlighted filing

2020

Assets$73,834
Liabilities-
Net Assets$73,834
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2014: $51,033Expenses 2014: $40,390Net Income 2014: $10,6432014Revenue 2015: $22,818Expenses 2015: $18,371Net Income 2015: $4,4472015Revenue 2016: $46,671Expenses 2016: $32,077Net Income 2016: $14,5942016Revenue 2017: -$2,019Expenses 2017: $25,456Net Income 2017: -$27,4752017Revenue 2018: $28,429Expenses 2018: $17,907Net Income 2018: $10,5222018Revenue 2019: $31,219Expenses 2019: $29,894Net Income 2019: $1,3252019Revenue 2020: $14,589Expenses 2020: $8,245Net Income 2020: $6,3442020Revenue 2021: $3,135Expenses 2021: $9,746Net Income 2021: -$6,6112021Revenue 2022: $19,817Expenses 2022: $17,055Net Income 2022: $2,7622022Revenue 2023: $20,958Expenses 2023: $18,543Net Income 2023: $2,4152023Revenue 2024: $24,769Expenses 2024: $16,285Net Income 2024: $8,4842024

Highlighted filing

2020

Revenue$14,589
Expenses$8,245
Net Income$6,344
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jan 27, 2021
Return Version
2019v5.1
Gross Receipts
$23,530
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
School activities and field trips - winterfest, fun fair, variety show, movie night-$6,289
Classroom and teacher support to provide additional materials, technology, books and supplies-$1,283
School Assemblies for all Grades-$1,010
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg LiddleCo-PresidentPT$0--
Kathleen O'LearyCo-PresidentPT$0--
Jodi LiebAssistant President-$0--
Katrina SpychalskySecretary-$0--
Jessica MurphyTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Evergreen Elementary Home & School Association
EIN
84-1712785
Phone
6104099751
Address
98 Kagey Road, Collegeville, PA 19426

Signing Officer

Name
Jessica Murphy
Title
Treasurer
Signed
2021-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Trout James & Associates PC
Address
168 W Ridge Pike Suite 125, Limerick, PA 19468
Preparer
Scott R Trout CPA
Phone
6104893200
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“School Assemblies 1,010”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher Support 1,024”

Form 990-EZ, Part I, Line 16, Other Expenses

“Books 1,020”

Form 990-EZ, Part I, Line 16, Other Expenses

“Guidance Support 166”

Form 990-EZ, Part I, Line 16, Other Expenses

“Other Activity Costs 1,589”

Form 990-EZ, Part I, Line 16, Other Expenses

“Staff / Volunteer Appreciation 2,113”

Form 990-EZ, Part I, Line 16, Other Expenses

“Subscriptions / Supplies 263”

Form 990-EZ, Part I, Line 16, Other Expenses

“Winter Gift Project 1,060”

Raw XML Appendix173 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum06104099751
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt098 Kagey Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Collegeville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0194261783
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067490
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073834
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0111
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06344
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067490
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073834
IRS990EZ/FundraisingGrossIncomeAmt023394
IRS990EZ/GrossReceiptsAmt023530
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt025
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067490
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073834
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067490
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073834
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg Liddle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathleen O'Leary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jodi Lieb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Katrina Spychalsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Assistant President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08245
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School Assemblies for all Grades
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Classroom and teacher support to provide additional materials, technology, books and supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School activities and field trips - winterfest, fun fair, variety show, movie night
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01010
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11283
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26289
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08941
IRS990EZ/SpecialEventsNetIncomeLossAmt014453
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt08245
IRS990EZ/TotalProgramServiceExpensesAmt08582
IRS990EZ/TotalRevenueAmt014589
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http//evergreen.pvsd.org/pages/evergreenes/homeandSchoolAssociation
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0716
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0143289
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026879
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058049
IRS990ScheduleA/Total509Grp/TotalAmt0143289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058078
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143423
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0School Assemblies 1,010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Support 1,024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Books 1,020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Guidance Support 166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Other Activity Costs 1,589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Staff / Volunteer Appreciation 2,113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Subscriptions / Supplies 263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Winter Gift Project 1,060
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Murphy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Evergreen Elementary Home & School Association
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0841712785
ReturnHeader/Filer/PhoneNum06104099751
ReturnHeader/Filer/USAddress/AddressLine1Txt098 Kagey Road
ReturnHeader/Filer/USAddress/CityNm0Collegeville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trout James & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0168 W Ridge Pike Suite 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Limerick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019468
ReturnHeader/PreparerPersonGrp/PhoneNum06104893200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott R Trout CPA
ReturnHeader/ReturnTs02021-01-27T06:37:12-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,834
Liabilities
-
Net assets
$73,834
Revenue
$14,589
Expenses
$8,245
Net income
$6,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.9$80.9$24.8$16.3$8.48
2023Detailed filing. Detailed filing data is available for this year.$72.4$72.4$21.0$18.5$2.42
2022Detailed filing. Detailed filing data is available for this year.$70.0$70.0$19.8$17.1$2.76
2021Detailed filing. Detailed filing data is available for this year.$67.2$67.2$3.14$9.75$6.61
2020Detailed filing. Detailed filing data is available for this year.$73.8$73.8$14.6$8.25$6.34
2019Detailed filing. Detailed filing data is available for this year.$67.5$67.5$31.2$29.9$1.33
2018Summary only. Only limited summary data is available for this year.$66.2$0.00$28.4$17.9$10.5
2017Detailed filing. Detailed filing data is available for this year.$55.6$55.6$2.02$25.5$27.5
2016Detailed filing. Detailed filing data is available for this year.$83.1$83.1$46.7$32.1$14.6
2015Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$22.8$18.4$4.45
2014Detailed filing. Detailed filing data is available for this year.$63.9$0.00$63.9$51.0$40.4$10.6