Civic Intelligence

Evergreen Charitable Trust

990PF • Fiscal year 2016 • EIN 93-1247149

May 01, 2015 to Apr 30, 2016 • Filed on Jul 29, 2016

Organization Profile
1640 Liberty St SESalem, OR 97302

(503) 365-3950

Siviq Scores

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

Liabilities / Assets

64th percentile

0.08x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.80x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

59th percentile

3.3%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-59%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$958,063

Up $30,650 (+3.3%) from 2015

Net Assets

$884,071

No earlier filing loaded for comparison.

Liabilities

Down

$73,992

Down $14,827 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin88th percentile

Revenue

Down

$93,006

Down $131,951 (-59%) from 2015

Expenses

Down

$57,166

Down $590,077 (-91%) from 2015

Net Income

Up

$35,840

Up $458,126 (+108%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,366,431Liabilities 2012: $92,001Net Assets 2012: $1,274,4302012Assets 2013: $1,475,541Liabilities 2013: $107,584Net Assets 2013: $1,367,9572013Assets 2014: $1,549,114Liabilities 2014: $76,733Net Assets 2014: $1,472,3812014Assets 2015: $927,413Liabilities 2015: $88,8192015Assets 2016: $958,063Liabilities 2016: $73,992Net Assets 2016: $884,0712016Assets 2019: $847,729Liabilities 2019: $301,468Net Assets 2019: $546,2612019Assets 2020: $874,830Liabilities 2020: $434,514Net Assets 2020: $440,3162020Assets 2021: $868,497Liabilities 2021: $481,792Net Assets 2021: $386,7052021Assets 2022: $891,791Liabilities 2022: $469,626Net Assets 2022: $422,1652022Assets 2023: $913,147Liabilities 2023: $486,455Net Assets 2023: $426,6922023Assets 2024: $945,500Liabilities 2024: $518,999Net Assets 2024: $426,5012024Assets 2025: $982,343Liabilities 2025: $552,493Net Assets 2025: $429,8502025

Highlighted filing

2016

Assets$958,063
Liabilities$73,992
Net Assets$884,071
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $411,750Expenses 2012: $198,437Net Income 2012: $213,3132012Revenue 2013: $288,421Expenses 2013: $194,894Net Income 2013: $93,5272013Revenue 2014: $248,166Expenses 2014: $143,742Net Income 2014: $104,4242014Revenue 2015: $224,957Expenses 2015: $647,243Net Income 2015: -$422,2862015Revenue 2016: $93,006Expenses 2016: $57,166Net Income 2016: $35,8402016Revenue 2019: $46,417Expenses 2019: $80,195Net Income 2019: -$33,7782019Revenue 2020: $45,075Expenses 2020: $38,294Net Income 2020: $6,7812020Revenue 2021: $34,165Expenses 2021: $37,533Net Income 2021: -$3,3682021Revenue 2022: $42,646Expenses 2022: $24,641Net Income 2022: $18,0052022Revenue 2023: $17,207Expenses 2023: $5,505Net Income 2023: $11,7022023Revenue 2024: $26,467Expenses 2024: $10,314Net Income 2024: $16,1532024Revenue 2025: $25,168Expenses 2025: $12,359Net Income 2025: $12,8092025

Highlighted filing

2016

Revenue$93,006
Expenses$57,166
Net Income$35,840
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jul 29, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD PINEManaging Tru-$0--
DEBRA PINETrustee-$0--
KYLIE PINETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Evergreen Charitable Trust
EIN
93-1247149
Phone
5033653950
Address
1640 LIBERTY ST SE, SALEM, OR 97302

Signing Officer

Name
Richard Pine
Title
Managing Trustee
Phone
5033653950
Signed
2016-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Hanson Vaughan LLC
Address
1564 COMMERCIAL ST SE, SALEM, OR 97302-4310
Preparer
Brian a Vaughan
Phone
5033618680
Raw XML Appendix317 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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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBRA PINE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGING TRU
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2973082631
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011553
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011553
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011553
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011553
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0O'NEILL PINE COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1RICHARD PINE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2FINANCIAL PRODUCTS AND SERVICES INC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01640 LIBERTY ST SE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11630 SUMMER ST SE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO BOX 7
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SALEM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SALEM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SALEM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097302
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd197302
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2973080007
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt018265
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt112148
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt29433
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010387
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt029542
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11523
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029542
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11523
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09637
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RESTRICTED FUNDS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt062453
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt111568
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt27545
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt33317
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt43877
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACORN FIXED DISTRIBUTABLES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ACORN VARIABLE DISTRIBUTABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2CUSTOM FUND DISTRIBUTABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3EVERGREEN ENDOWMENT FUND DISTRIBUTAB
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc4INTERNAL LOAN FROM ENDOWMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc5BIRTHDAY CLUB PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc6OTHER DISTRIBUTABLES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt049791
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt18524
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt27163
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt3746
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt4334
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt57434
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt090
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt090
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD PINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05033653950
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0931247149
ReturnHeader/Filer/PhoneNum05033653950
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 LIBERTY ST SE
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931249444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANSON VAUGHAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01564 COMMERCIAL ST SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0973024310
ReturnHeader/PreparerPersonGrp/PhoneNum05033618680
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN A VAUGHAN
ReturnHeader/ReturnTs02016-08-04T10:10:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$958,063
Liabilities
$73,992
Net assets
$884,071
Revenue
$93,006
Expenses
$57,166
Net income
$35,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.55$0.43$0.03$0.01$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.52$0.43$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.49$0.43$0.02$0.01$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.47$0.42$0.04$0.02$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.48$0.39$0.03$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.43$0.44$0.05$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.30$0.55$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.07$0.88$0.09$0.06$0.04
2015Summary only. Only limited summary data is available for this year.$0.93$0.09$0.22$0.65$0.42
2014Summary only. Only limited summary data is available for this year.$1.55$0.08$1.47$0.25$0.14$0.10
2013Summary only. Only limited summary data is available for this year.$1.48$0.11$1.37$0.29$0.19$0.09
2012Summary only. Only limited summary data is available for this year.$1.37$0.09$1.27$0.41$0.20$0.21