The Evergreens

Fort Washington, PAUnknown exempt organizationSince 1919 EIN 21-0634485Revenue $21.2M in FY2022Latest filing we have: 2022. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSactsretirement.orgFort Washington, PA

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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.

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 21-0634485) · Dispute this line
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
The latest return is for FY2022, 4 tax years back.
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
A surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
86%
of spending
86% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$345K
to officers and key staff · 2% of spending
Pay to officers and key staff is 2% of spending.
Part VII, Section A
Named funders
1
named funder · $12K
1 funder names it on their filings.
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
3 of 5 voting members are independent.
Pt VI · Ln 1a–1b
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%
Tap a bar for its year
Revenue by fiscal year
FY2020$20.3M
FY2021$21.3M
FY2022$21.2M
Expenses
$20.4M
FY2022▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$19.8M
FY2021$19.8M
FY2022$20.4M
Net assets
$0
FY2022▼ -100%
Tap a bar for its year
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

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: 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).

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.

See The Evergreens executive salaries →

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.

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1 program · $17.5M · in their 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.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 21-0634485) · Dispute this line
$17.5Mprogram expense

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$584K
Other incomeLn 4–11$196K
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$584K
Other incomeLn 4–11$196K
Gains on assetsLn 7$107K
Total revenueLn 12$21.2M
Assets in detailPt X, end of year
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
3More from this return
EndowmentSch D · Pt V
LineFY21FY20FY19FY18
End of yearLn 1g$3.3M$3.6M$3.7M$3.4M
AddedLn 1b$296K$78K$94K$83K
SpentLn 1d–1f$727K$383K$329K$577K
4Year 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
5Every 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 ViewingFiled with the IRS Nov 14, 2023 $21.2M$20.4M$753K$0 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $21.3M$19.8M$1.5M$17.0M 990 PDF
FY2020Filed with the IRS Nov 12, 2021 $20.3M$19.8M$446K$15.7M 990 PDF

Schedules filed Part IV

D · Assets and endowments I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $21,192,437 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $338,945$172,377
I-9 Program service revenuePrior year $19,070,088$20,239,787
I-10 Investment incomePrior year $1,708,536$697,318
I-11 Other revenuePrior year $167,205$82,955
I-12 Total revenuePrior year $21,284,774$21,192,437
I-13 Grants and similar amounts paidPrior year $950$1,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,102,106$8,440,251
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $11,727,468$11,997,669
I-18 Total expensesPrior year $19,830,524$20,439,420
I-19 Revenue less expensesPrior year $1,454,250$753,017
Part VI · Governance 3 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
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, 25 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-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$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 FY2022 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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