We inspire highly capable, creative learners to lead with curiosity, compassion, and courage in a diverse and dynamic world.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 500 volunteers and 166 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $4.3M a year · 19% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.4M
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
16 mo
of spending, in cash
Plus $46.1M in investments, Pt X · Ln 11–13
Looks good: 15.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $763K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$40.3M
38% of total assets
Looks good: liabilities are 38% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$32.7M
+41% vs prior year
Spent
$22.5M
To programs
76%
Net assets
$66.7M
By yearFY2021–FY2025
Revenue
$32.7M
FY2025▲ +41%
Tap a bar for its year
Revenue by fiscal year
FY2021$20.7M
FY2022$18.7M
FY2023$19.7M
FY2024$23.1M
FY2025$32.7M
Expenses
$22.5M
FY2025▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2021$15.5M
FY2022$16.7M
FY2023$18.6M
FY2024$20.1M
FY2025$22.5M
Net assets
$66.7M
FY2025▲ +23%
Tap a bar for its year
Net assets by fiscal year
FY2021$48.2M
FY2022$46.5M
FY2023$49.5M
FY2024$54.4M
FY2025$66.7M

From the FY2025 Form 990 (year ending June 2025) · 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: FY2025. IRS ruling in Sep 1964.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $17.2M Management & general 20% · $4.6M Fundraising 3% · $775K

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

32 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Head of School
$410,626Pt VII · Sec A
Associate Head of School
$193,477Pt VII · Sec A
$189,216Pt VII · Sec A
Director of Advancement
$170,394Pt VII · Sec A
Upper Division Head
$157,620Pt VII · Sec A
Primary Division Head
$145,290Pt VII · Sec A
Director of Admission
$138,999Pt VII · Sec A
$0Pt VII · Sec A

William Halsey Bell’s $411K as Head of School is at the 82nd percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
William Halsey Bell$410,626—$326,069——
William Halsey—$352,655———
Halsey Bell———$291,575$214,285
Debra Lee-Rizzi——$137,419$212,592$195,656
Veronica Codrington Cazeau————$197,878
Long Phan$193,477————
Duncan Linn$189,216$164,730———
Catherine Gorrissen$170,394$163,325———

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

Programs and updates

Inspires creative learners to lead with curiosity, compassion, and courage.

Questions for Evergreen School

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Provided by the organization

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2 programs · $17.2M · in their own filed words · FY2024
01

Evergreen school strives to develop in its children a compassionate attitude toward the environment and a curiosity with which they go wandering through life, a prerequisite for higher level thought. The school challenges multiple perspectives and ultimately stretches its students minds through the eighth grade.

$15.5Mprogram expense
02

The emphasis of the evergreen school's summer program, extended care, after school classes and seedlings programs is on embracing our natural environment, nurturing problem solving and thinking skills of young students, fostering their artistic and creative abilities, and providing many opportunities for healthy recreation and…

$1.7Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 6 grants · $2.8M · 2020–2021
Unitemized GrantFY2021$1,368,006
Unitemized GrantFY2021$33,577
Unitemized GrantFY2021$9,029
Unitemized GrantFY2020$1,414,351
Unitemized GrantFY2020$5,424
Unitemized GrantFY2020$3,111

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$32.7M
Ln 12
Fees for servicesLn 2g$21.9M
Gifts and grantsLn 1h$10.6M
Other incomeLn 4–11$127K
Money outPt IX
$22.5M
Ln 25
Programscol B$17.2M
Managementcol C$4.6M
Fundraisingcol D$775K
Owns and owesPt X
$66.7M
net assets · Ln 32
Cash and savingsLn 1–2$29.3M
Total assetsLn 16$106.9M
LiabilitiesLn 26$40.3M
PeoplePt VI, VII
32
listed · VII A
PaidVII A7
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10.6M
Noncash giftsLn 1g$3.5M
Fundraising eventsLn 1c$188K
Fees for servicesLn 2g$21.9M
Investment incomeLn 3$75K
Other incomeLn 4–11$127K
Gains on assetsLn 7−$1.6M
Total revenueLn 12$32.7M
Assets in detailPt X, end of year
CashLn 1$847K
SavingsLn 2$28.4M
Cash and savings togetherLn 1–2$29.3M
InvestmentsLn 11–13$46.1M
Land, buildings, equipmentLn 10c$26.7M
Total assetsLn 16$106.9M
LiabilitiesLn 26$40.3M
Net assetsLn 32$66.7M
OperationsPt I, VI
EmployeesI 5166
VolunteersI 6500
Fiscal year endsHeaderJune
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 FY25End FY25
Cash and savingsLn 1–2$7.3M$29.3M
InvestmentsLn 11–13$27.6M$46.1M
Land, buildings, equipmentLn 10c$24.9M$26.7M
Total assetsLn 16$60.2M$106.9M
LiabilitiesLn 26$5.9M$40.3M
Net assetsLn 32$54.4M$66.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2.0M$2.0M
Pay of current officers, directors and key staffLn 5$696K$529K$146K$21K
Other salaries and wagesLn 7$10.8M$8.3M$2.2M$325K
Pension plan contributionsLn 8$601K$460K$123K$18K
Other employee benefitsLn 9$1.5M$1.1M$297K$44K
Payroll taxesLn 10$893K$683K$183K$27K
Legal feesLn 11b$15K$4K$11K$724
Accounting feesLn 11c$46K$11K$32K$2K
Professional fundraising feesLn 11e$243K$243K
Investment management feesLn 11f$48K$48K
Other fees for servicesLn 11g$908K$285K$623K
Office expensesLn 13$216K$34K$167K$16K
Information technologyLn 14$390K$61K$301K$28K
OccupancyLn 16$918K$845K$64K$9K
InterestLn 20$514K$473K$36K$5K
Depreciation, depletion and amortizationLn 22$1.1M$983K$75K$11K
InsuranceLn 23$178K$163K$12K$2K
Other expenses (24a–d)Ln 24$1.5M$1.2M$270K$25K
Total functional expensesLn 25$22.5M$17.2M$4.6M$775K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $32.7M$22.5M$10.1M$66.7M 990 PDF
FY2024 $23.1M$20.1M$3.0M$54.4M 990 PDF
FY2023 $19.7M$18.6M$1.0M$49.5M 990 PDF
FY2022 $18.7M$16.7M$2.0M$46.5M 990 PDF
FY2021 $20.7M$15.5M$5.2M$48.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $32,661,087 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,890,728$10,595,838
I-9 Program service revenuePrior year $19,876,264$21,863,452
I-10 Investment incomePrior year $1,254,018$74,807
I-11 Other revenuePrior year $89,086$126,990
I-12 Total revenuePrior year $23,110,096$32,661,087
I-13 Grants and similar amounts paidPrior year $1,497,535$2,024,523
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $13,499,421$14,467,916
I-16a Professional fundraising feesPrior year $0$242,700
I-17 Other expensesPrior year $5,115,912$5,814,834
I-18 Total expensesPrior year $20,112,868$22,549,973
I-19 Revenue less expensesPrior year $2,997,228$10,111,114
Part VI · Governance 25 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
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 $32,661,087 across 11 lines filed
VIII-1c Fundraising events$188,269
VIII-1f All other contributions, gifts and grants$10,407,569
VIII-1g Noncash contributions (included above)$3,487,905
VIII-1h Total contributions, gifts and grants$10,595,838
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,863,452$21,863,452
VIII-3 Investment incomeExcluded from tax $1,690,947$1,690,947
VIII-6 Net rental income or lossRelated to mission $96,008$96,008
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,616,140−$1,616,140
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $30,982$30,982
VIII-12 Total revenueRelated to mission $21,959,460 · Unrelated business $0 · Excluded from tax $105,789$32,661,087
Part IX · Statement of functional expenses $22,549,973 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $2,024,523$2,024,523
IX-5 Pay of current officers, directors and key staffPrograms $528,648 · Management $146,073 · Fundraising $20,868$695,589
IX-7 Other salaries and wagesPrograms $8,284,929 · Management $2,216,679 · Fundraising $324,791$10,826,399
IX-8 Pension plan contributionsPrograms $460,148 · Management $123,115 · Fundraising $18,039$601,302
IX-9 Other employee benefitsPrograms $1,110,940 · Management $297,238 · Fundraising $43,552$1,451,730
IX-10 Payroll taxesPrograms $683,291 · Management $182,818 · Fundraising $26,787$892,896
IX-11b Legal feesPrograms $3,750 · Management $10,652 · Fundraising $724$15,126
IX-11c Accounting feesPrograms $11,345 · Management $32,228 · Fundraising $2,192$45,765
IX-11e Professional fundraising feesFundraising $242,700$242,700
IX-11f Investment management feesManagement $47,887$47,887
IX-11g Other fees for servicesPrograms $285,295 · Management $622,774$908,069
IX-13 Office expensesPrograms $33,733 · Management $166,909 · Fundraising $15,742$216,384
IX-14 Information technologyPrograms $60,742 · Management $300,551 · Fundraising $28,347$389,640
IX-16 OccupancyPrograms $844,568 · Management $64,261 · Fundraising $9,180$918,009
IX-20 InterestPrograms $473,230 · Management $36,007 · Fundraising $5,144$514,381
IX-22 Depreciation, depletion and amortizationPrograms $982,770 · Management $74,776 · Fundraising $10,682$1,068,228
IX-23 InsurancePrograms $163,351 · Management $12,429 · Fundraising $1,776$177,556
IX-24 Other expenses (24a–d)Programs $1,219,592 · Management $269,589 · Fundraising $24,608$1,513,789
IX-25 Total functional expensesPrograms $17,170,855 · Management $4,603,986 · Fundraising $775,132$22,549,973
Part X · Balance sheet $106,942,603 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $2,987,925$847,169
X-2 Savings and temporary cash investmentsStart of year $4,290,341$28,411,732
X-3 Pledges and grants receivableStart of year $277,729$3,947,906
X-4 Accounts receivableStart of year $87,117$161,018
X-9 Prepaid expenses and deferred chargesStart of year $110,292$158,658
X-10c Land, buildings and equipment, netStart of year $24,908,054$26,730,552
X-11 Publicly traded securitiesStart of year $25,905,094$44,533,008
X-12 Other securitiesStart of year $1,658,114$1,555,471
X-14 Intangible assetsStart of year $25,158$597,089
X-16 Total assetsStart of year $60,249,824$106,942,603
X-17 Accounts payable and accrued expensesStart of year $1,516,536$2,722,496
X-19 Deferred revenueStart of year $1,827,164$2,527,902
X-20 Tax-exempt bond liabilitiesStart of year $2,540,000$35,011,801
X-26 Total liabilitiesStart of year $5,883,700$40,262,199
X-27 Net assets without donor restrictionsStart of year $33,732,021$34,982,921
X-28 Net assets with donor restrictionsStart of year $20,634,103$31,697,483
X-32 Total net assets or fund balancesStart of year $54,366,124$66,680,404
X-33 Total liabilities and net assetsStart of year $60,249,824$106,942,603
Part XI · Reconciliation of net assets $66,680,404 net assets at year end
XI-1 Total revenue$32,661,087
XI-2 Total expenses$22,549,973
XI-3 Revenue less expenses$10,111,114
XI-4 Net assets at start of year$54,366,124
XI-5 Net unrealized gains (losses) on investments$2,203,757
XI-9 Other changes in net assets−$591
XI-10 Net assets at end of year$66,680,404

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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