Trefethen Evergreen Improvement: FY2020 Nonprofit Profile & Form 990 (EIN 01-0173095)

Revenue by fiscal year
FY2020	$145K
FY2021	$332K
FY2022	$347K
FY2023	$312K
FY2024	$340K
FY2025	$466K

Expenses by fiscal year
FY2020	$188K
FY2021	$245K
FY2022	$245K
FY2023	$265K
FY2024	$297K
FY2025	$301K

Net assets by fiscal year
FY2020	$429K
FY2021	$545K
FY2022	$608K
FY2023	$666K
FY2024	$736K
FY2025	$881K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Chris Harper-Fahey

Director & Chairperson

$0Pt VII · Sec A

Jeff Marks

Director & Vice-Chairperson

$0Pt VII · Sec A

David Hays

Director & Treasurer

$0Pt VII · Sec A

Chris Bell

Director & Secretary

$0Pt VII · Sec A

Paul Castle

Director & Asst. Treasurer

$0Pt VII · Sec A

Chris Vail

Director

$0Pt VII · Sec A

Rick Whaley

Director

$0Pt VII · Sec A

Meredith Bell

Director

$0Pt VII · Sec A

See Trefethen Evergreen Improvement executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers summer tennis, sailing, and waterfront fun with youth instruction.

Provided by the organization

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3 programs · $66K · in their own filed words · FY2019

01

Approximately 75 people participated in our organized sailing programs of instruction and took part in local and regional competitions.

$33Kprogram expense

02

Over 50 member families used our docks and waterfront facilities.

$21Kprogram expense

03

Over 150 tennis members participated in open play, tournaments instruction on our three HarTru tennis courts.

$13Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$145K

Ln 12

Fees for servicesLn 2g$83K

Gifts and grantsLn 1h$44K

Investment incomeLn 3$11K

Money outPt IX

$188K

Ln 25

Owns and owesPt X

$429K

net assets · Ln 32

Cash and savingsLn 1–2$164K

Total assetsLn 16$485K

LiabilitiesLn 26$56K

PeoplePt VI, VII

17

listed · VII A

PaidVII A0

Voting boardVI 1a17

IndependentVI 1b17

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$44K

Fees for servicesLn 2g$83K

Investment incomeLn 3$11K

Other incomeLn 4–11$7K

Gains on assetsLn 7$5K

Total revenueLn 12$145K

Assets in detailPt X, end of year

CashLn 1$68K

SavingsLn 2$97K

Cash and savings togetherLn 1–2$164K

InvestmentsLn 11–13$150K

Land, buildings, equipmentLn 10c$171K

Total assetsLn 16$485K

LiabilitiesLn 26$56K

Net assetsLn 32$429K

OperationsPt I, VI

EmployeesI 518

VolunteersI 660

Fiscal year endsHeaderSeptember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$172K	$164K
InvestmentsLn 11–13	$156K	$150K
Land, buildings, equipmentLn 10c	$156K	$171K
Total assetsLn 16	$484K	$485K
LiabilitiesLn 26	$0	$56K
Net assetsLn 32	$484K	$429K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$67K	$0	$0	$0
Payroll taxesLn 10	$6K	$0	$0	$0
Advertising and promotionLn 12	$1K	$0	$0	$0
OccupancyLn 16	$36K	$0	$0	$0
Depreciation, depletion and amortizationLn 22	$16K	$0	$0	$0
InsuranceLn 23	$21K	$0	$0	$0
Other expenses (24a–d)Ln 24	$35K	$0	$0	$0
All other expensesLn 24e	$5K	$0	$0	$0
Total functional expensesLn 25	$188K	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$466K	$301K	$166K	$881K	990 PDF
FY2024	$340K	$297K	$43K	$736K	990 PDF
FY2023	$312K	$265K	$47K	$666K	990 PDF
FY2022	$347K	$245K	$101K	$608K	990 PDF
FY2021	$332K	$245K	$86K	$545K	990 PDF
FY2020 Viewing	$145K	$188K	−$43K	$429K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (6 parts)

Part I · Summary $144,930 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $60,388$44,473

I-9 Program service revenuePrior year $106,958$83,084

I-10 Investment incomePrior year $6,405$10,781

I-11 Other revenuePrior year $69,220$6,592

I-12 Total revenuePrior year $242,971$144,930

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $77,425$73,739

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $128,293$114,672

I-18 Total expensesPrior year $205,718$188,411

I-19 Revenue less expensesPrior year $37,253−$43,481

Part VI · Governance 17 of 17 board members independent, 5 to look at

VI-1a Voting members of the governing body17

VI-1b Independent voting members17

VI-2 Family or business relationship among officers or directorsYes

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

Part VIII · Statement of revenue $144,930 across 9 lines filed

VIII-1b Membership dues$37,197

VIII-1f All other contributions, gifts and grants$7,276

VIII-1h Total contributions, gifts and grants$44,473

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$83,084

VIII-3 Investment incomeUnrelated business $6,145 · Excluded from tax $0$6,145

VIII-6 Net rental income or lossUnrelated business $5,000$5,000

VIII-7 Net gain or loss on sales of assetsRelated to mission $4,636 · Unrelated business $0 · Excluded from tax $0$4,636

VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $1,592$1,592

VIII-12 Total revenueRelated to mission $87,720 · Unrelated business $11,145 · Excluded from tax $1,592$144,930

Part IX · Statement of functional expenses $188,411 across 8 lines filed

IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$67,490

IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$6,249

IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $0$1,148

IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$35,811

IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$15,807

IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$21,330

IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$35,334

IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$5,242

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$188,411

Part X · Balance sheet $484,822 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $42,542$67,615

X-2 Savings and temporary cash investmentsStart of year $129,657$96,531

X-10c Land, buildings and equipment, netStart of year $155,803$170,648

X-11 Publicly traded securitiesStart of year $156,003$150,028

X-16 Total assetsStart of year $484,005$484,822

X-25 Other liabilities$56,102

X-26 Total liabilitiesStart of year $0$56,102

X-32 Total net assets or fund balancesStart of year $484,005$428,720

X-33 Total liabilities and net assetsStart of year $484,005$484,822

Part XI · Reconciliation of net assets $428,720 net assets at year end

XI-1 Total revenue$144,930

XI-2 Total expenses$188,411

XI-3 Revenue less expenses−$43,481

XI-4 Net assets at start of year$484,005

XI-5 Net unrealized gains (losses) on investments−$11,804

XI-10 Net assets at end of year$428,720

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Trefethen Evergreen Improvement FY2020 filing

Before you give

Is it real?

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

By the numbers

Filing history

Schedules filed Part IV