The Evergreens

Fort Washington, PAUnknown exempt organizationSince 1919EIN 21-0634485

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The purpose of the Evergreens is to serve older adults sixty-two years of age and older, providing retirement-life services including independent living, assisted living, skilled nursing care and complementary services; responsive to resident needs in a christian manner without prejudice or preference to any faith, in an expression of living kindness.

86¢ of each $1 spent went to programs.
Run by 24 volunteers and 614 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $884K a year · 4% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$345K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$21.2M
-0.4% vs prior year
Spent
$20.4M
To programs
86%
Net assets
$0
By yearFY2020–FY2022
Revenue
$21.2M
FY2022-0.4%
Revenue by fiscal year
FY2020$20.3M
FY2021$21.3M
FY2022$21.2M
Expenses
$20.4M
FY2022▲ +3%
Expenses by fiscal year
FY2020$19.8M
FY2021$19.8M
FY2022$20.4M
Net assets
$0
FY2022▼ -100%
Net assets by fiscal year
FY2020$15.7M
FY2021$17.0M
FY2022$0

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $17.5M Management & general 14% · $2.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $345K paid to officers and key staff.

Part VII, Section A · reportable compensation
Nurse Practitioner
$125,218Pt VII · Sec A
Director of Nursing
$117,657Pt VII · Sec A
Director of Nursing
$102,274Pt VII · Sec A
Director (to February 2022)
$0Pt VII · Sec A
Director (to April 2022)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2022FY2021FY2020
Rebecca Castellanos$125,218$119,618$127,038
Gale Dixon$117,657$110,121$109,538
Kendra Kenney$102,274——
Amanda Tibbetts——$100,722

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides retirement living, nursing care, and supportive services for older adults.

Provided by the organization

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1 program service account for $17.5M of program spending, described in the organization's own filed words · FY2022.
01

The evergreens provided comprehensive life care services to senior adults aged 62 and older that included independent living housing, dining and nutritional services, pastoral services, security, housekeeping, maintenance services and social, cultural, educational, spiritual and recreational activities.

$17.5Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$12K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$21.2M
Ln 12
Fees for servicesLn 2g$20.2M
Investment incomeLn 3$697K
Gifts and grantsLn 1h$172K
Money outPt IX
$20.4M
Ln 25
Programscol B$17.5M
Managementcol C$2.9M
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
17
listed · VII A
PaidVII A3
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$172K
Fees for servicesLn 2g$20.2M
Investment incomeLn 3$697K
Other incomeLn 4–11$83K
Gains on assetsLn 7$107K
Total revenueLn 12$21.2M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 5614
VolunteersI 624
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.0M$0
InvestmentsLn 11–13$40.1M$0
Land, buildings, equipmentLn 10c$56.9M$0
Total assetsLn 16$100.4M$0
LiabilitiesLn 26$83.3M$0
Net assetsLn 32$17.0M$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2K$2K
Other salaries and wagesLn 7$6.9M$6.5M$436K
Pension plan contributionsLn 8$156K$148K$7K
Other employee benefitsLn 9$828K$826K$2K
Payroll taxesLn 10$517K$481K$36K
Legal feesLn 11b$92K$92K
Accounting feesLn 11c$40K$40K
Investment management feesLn 11f$74K$74K
Other fees for servicesLn 11g$1.2M$1.2M$3K
Advertising and promotionLn 12$246K$246K
Office expensesLn 13$523K$426K$97K
Information technologyLn 14$98K$98K
OccupancyLn 16$1.9M$1.9M
TravelLn 17$26K$24K$2K
InterestLn 20$1.7M$1.7M
Depreciation, depletion and amortizationLn 22$2.9M$2.9M$56K
InsuranceLn 23$242K$238K$4K
Other expenses (24a–d)Ln 24$2.7M$1.0M$1.7M
All other expensesLn 24e$327K$237K$90K
Total functional expensesLn 25$20.4M$17.5M$2.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest Viewing $21.2M$20.4M$753K$0 990 PDF
FY2021 $21.3M$19.8M$1.5M$17.0M 990 PDF
FY2020 $20.3M$19.8M$446K$15.7M 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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $21,192,437 across 8 lines filed
Lines not itemized here account for $273,312 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$172,377
VIII-1h Total contributions, gifts and grants$172,377
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $19,972,847$19,972,847
VIII-3 Investment incomeExcluded from tax $584,010$584,010
VIII-6 Net rental income or lossExcluded from tax $21,380$21,380
VIII-7 Net gain or loss on sales of assetsExcluded from tax $106,936$106,936
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $61,575$61,575
VIII-12 Total revenueRelated to mission $20,239,787 · Unrelated business $0 · Excluded from tax $780,273$21,192,437
Part IX · Statement of functional expenses $20,439,420 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $1,500$1,500
IX-7 Other salaries and wagesPrograms $6,504,114 · Management $435,927$6,940,041
IX-8 Pension plan contributionsPrograms $148,417 · Management $7,215$155,632
IX-9 Other employee benefitsPrograms $825,719 · Management $1,819$827,538
IX-10 Payroll taxesPrograms $481,369 · Management $35,671$517,040
IX-11b Legal feesManagement $92,465$92,465
IX-11c Accounting feesManagement $39,778$39,778
IX-11f Investment management feesManagement $73,547$73,547
IX-11g Other fees for servicesPrograms $1,172,309 · Management $3,021$1,175,330
IX-12 Advertising and promotionManagement $245,942$245,942
IX-13 Office expensesPrograms $425,938 · Management $97,031$522,969
IX-14 Information technologyManagement $98,000$98,000
IX-16 OccupancyPrograms $1,900,137$1,900,137
IX-17 TravelPrograms $23,550 · Management $2,313$25,863
IX-20 InterestPrograms $1,661,035$1,661,035
IX-22 Depreciation, depletion and amortizationPrograms $2,851,101 · Management $55,982$2,907,083
IX-23 InsurancePrograms $237,826 · Management $3,853$241,679
IX-24 Other expenses (24a–d)Programs $1,029,163 · Management $1,657,432$2,686,595
IX-24e All other expensesPrograms $236,757 · Management $90,489$327,246
IX-25 Total functional expensesPrograms $17,498,935 · Management $2,940,485 · Fundraising $0$20,439,420
Part X · Balance sheet $0 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $1,920$0
X-2 Savings and temporary cash investmentsStart of year $1,994,432$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $724,997$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $339,970$0
X-10c Land, buildings and equipment, netStart of year $56,856,743$0
X-11 Publicly traded securitiesStart of year $40,142,133$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $293,731$0
X-16 Total assetsStart of year $100,353,926$0
X-17 Accounts payable and accrued expensesStart of year $3,129,024$0
X-19 Deferred revenueStart of year $30,572,668$0
X-20 Tax-exempt bond liabilitiesStart of year $49,064,934$0
X-25 Other liabilitiesStart of year $563,388$0
X-26 Total liabilitiesStart of year $83,330,014$0
X-27 Net assets without donor restrictionsStart of year $13,686,728$0
X-28 Net assets with donor restrictionsStart of year $3,337,184$0
X-32 Total net assets or fund balancesStart of year $17,023,912$0
X-33 Total liabilities and net assetsStart of year $100,353,926$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$21,192,437
XI-2 Total expenses$20,439,420
XI-3 Revenue less expenses$753,017
XI-4 Net assets at start of year$17,023,912
XI-5 Net unrealized gains (losses) on investments−$4,305,248
XI-9 Other changes in net assets−$13,471,681
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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