Civic Intelligence

Evergreen Charitable Trust

990PF • Fiscal year 2024 • EIN 93-1247149

May 01, 2023 to Apr 30, 2024 • Filed on Jul 27, 2024

Organization Profile
PO Box 7Salem, OR 97308-0007

(503) 365-3950

Siviq Scores

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

Liabilities / Assets

91st percentile

0.55x

Higher debt load relative to assets than 91% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

19.61x

Higher debt load relative to revenue than 100% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

54%

Faster revenue growth than 80% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$945,500

Up $32,353 (+3.5%) from 2023

Net Assets

Down

$426,501

Down $191 (-0.0%) from 2023

Liabilities

Up

$518,999

Up $32,544 (+6.7%) from 2023

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin92nd percentile

Revenue

Up

$26,467

Up $9,260 (+54%) from 2023

Expenses

Up

$10,314

Up $4,809 (+87%) from 2023

Net Income

Up

$16,153

Up $4,451 (+38%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2024

Assets$945,500
Liabilities$518,999
Net Assets$426,501
Open 2024 Filing

Operations Trend

Revenue Growth80th 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

2024

Revenue$26,467
Expenses$10,314
Net Income$16,153
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Jul 27, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA J PINETrustee-$0--
KYLIE J PINETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Evergreen Charitable Trust
EIN
93-1247149
In Care Of
% Richard J Pine
Phone
5033653950
Address
PO Box 7, Salem, OR 97308-0007

Signing Officer

Name
Richard J Pine
Title
Managing Trustee
Phone
5033653950
Signed
2024-07-27
Raw XML Appendix374 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DEBRA J PINE
CompensationExplanation/CompensationExplanationGrp/PersonNm1KYLIE J PINE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Volunteer
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Volunteer
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1236305
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2421132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Fidelity CD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Schwab ETFs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Life Insurance Cash Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0244623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1253505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2664899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04080
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016153
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07382
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07569
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02384
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt01023
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01023
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026467
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01023
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08592
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016153
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0442845
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0426692
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0442845
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0105
IRS990PF/DistributableAmountGrp/TotalTaxAmt0105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0105
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt01201090
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0158
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt096
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt098
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02531
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01838
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0426692
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0426501
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0486297
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0518903
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IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt031267
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEBRA J PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KYLIE J PINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 7
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Salem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Salem
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Salem
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0973080007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Evergreen Charitable Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum05033653950
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.evertrust.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Helped individuals and organizations build charitable endowments and thereby fund grants to public services and similar charitable organizations
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08831
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Email with request and information regarding the nonprofit organizat
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0EVERGREEN CHARITABLE TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05033653950
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 7
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Salem
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0973080007
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Only US organizations recognized as nonprofits by the IRS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None Open
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt689
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Small structure to house homeless senior
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Sheilas Dream Capital Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support for school age children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5general suppport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Church at the Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St Francis Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Liberty House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TeenPact Leadership Schools
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Recovery Outreach Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Boy Scounts of America - Pacific Harbor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SOUTH SALEM ROTARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11820 Berry St SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34685 4th St NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4610 Moorefield Park Dr Ste 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51115 Madison St NE Ste 222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64802 S 19th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Richmond
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Tacoma
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd597301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698405
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06703
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/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0O'Neill Pine Company
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1Financial Products & Services Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD J PINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 7
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO Box 7
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21630 Summer SE
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/ZIPCd097308
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd197308
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd297302
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08366
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15137
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2757
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Pay Pal
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt058188
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt159915
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt2692
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt3-10156
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt4199169
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt5168334
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt610155
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Acorn Fixed Distributable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Acorn Variable Distributa
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2Birthday Club Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3Variable Unallocated
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc4Fixed GL not allocated
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc5Acorn Fixed Basis
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc6Acorn Variable Basis
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc72022 Return
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt064605
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt184738
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt21167
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt3-5590
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt4-5377
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt5202420
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt6176940
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01138
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11246
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Web Site Professional Exp
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management Exp
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/Amt163
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Oregon State Tax
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J PINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Managing Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05033653950
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Evergreen Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0931247149
ReturnHeader/Filer/InCareOfNm0% Richard J Pine
ReturnHeader/Filer/PhoneNum05033653950
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 7
ReturnHeader/Filer/USAddress/CityNm0Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0973080007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02024-07-27T19:15:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$945,500
Liabilities
$518,999
Net assets
$426,501
Revenue
$26,467
Expenses
$10,314
Net income
$16,153
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
2024Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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