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.
78¢ of each $1 spent went to programs.
$1.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.1M
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $29.6M in investments, Pt X · Ln 11–13
Looks good: 4.0 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
$7.6M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
22
of 22 voting members
Looks good: 22 of 22 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$20.7M
Spent
$15.5M
To programs
78%
Net assets
$48.2M
By yearFY2021–FY2025
Revenue
$20.7M
FY2021
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
$15.5M
FY2021
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
$48.2M
FY2021
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 FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

78 cents of each dollar spent went to programs.

Program services 78% · $12.1M Management & general 19% · $3.0M Fundraising 3% · $394K

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

Something off? Claim to add context

Who runs it and what they're paid

29 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Head of School
$214,285Pt VII · Sec A
$197,878Pt VII · Sec A
$195,656Pt VII · Sec A
Director of Development
$141,858Pt VII · Sec A
Director of Admissions
$125,388Pt VII · Sec A
Director of Special Programs
$105,101Pt VII · Sec A
Primary Division Head
$101,336Pt 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 →

On this list? Claim this org

Something off? Claim to add context

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

Tap to ask. Evergreen School sees how many people are interested.

Your first name shows with your question. Evergreen School answers here, for everyone.

Provided by the organization

Know this org? Add your story

2 programs · $12.1M · in their own filed words · FY2020
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.

$11.2Mprogram expense
02

The emphasis of the evergreen school's summer and after school 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 socialization.

$960Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$20.7M
Ln 12
Fees for servicesLn 2g$14.7M
Investment incomeLn 3$4.4M
Gifts and grantsLn 1h$1.7M
Money outPt IX
$15.5M
Ln 25
Programscol B$12.1M
Managementcol C$3.0M
Fundraisingcol D$394K
Owns and owesPt X
$48.2M
net assets · Ln 32
Cash and savingsLn 1–2$5.1M
Total assetsLn 16$55.9M
LiabilitiesLn 26$7.6M
PeoplePt VI, VII
29
listed · VII A
PaidVII A7
Voting boardVI 1a22
IndependentVI 1b22
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Government grantsLn 1e$412K
Noncash giftsLn 1g$78K
Fundraising eventsLn 1c$264K
Fees for servicesLn 2g$14.7M
Investment incomeLn 3$4.4M
Other incomeLn 4–11$35K
Gains on assetsLn 7$3.6M
Total revenueLn 12$20.7M
Assets in detailPt X, end of year
CashLn 1$1.8M
SavingsLn 2$3.3M
Cash and savings togetherLn 1–2$5.1M
InvestmentsLn 11–13$29.6M
Land, buildings, equipmentLn 10c$20.7M
Total assetsLn 16$55.9M
LiabilitiesLn 26$7.6M
Net assetsLn 32$48.2M
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 FY21End FY21
Cash and savingsLn 1–2$4.1M$5.1M
InvestmentsLn 11–13$22.5M$29.6M
Land, buildings, equipmentLn 10c$20.9M$20.7M
Total assetsLn 16$48.0M$55.9M
LiabilitiesLn 26$6.9M$7.6M
Net assetsLn 32$41.1M$48.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.4M$1.4M
Pay of current officers, directors and key staffLn 5$554K$427K$111K$16K
Other salaries and wagesLn 7$8.1M$6.2M$1.6M$238K
Pension plan contributionsLn 8$479K$369K$96K$14K
Other employee benefitsLn 9$1.2M$894K$233K$34K
Payroll taxesLn 10$701K$540K$141K$21K
Legal feesLn 11b$29K$29K
Accounting feesLn 11c$34K$34K
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$121K$45K$67K$9K
Office expensesLn 13$572K$93K$477K$1K
OccupancyLn 16$574K$489K$37K$48K
InterestLn 20$72K$66K$5K$716
Depreciation, depletion and amortizationLn 22$983K$904K$69K$10K
InsuranceLn 23$119K$110K$8K$1K
Other expenses (24a–d)Ln 24$551K$525K$24K$2K
Total functional expensesLn 25$15.5M$12.1M$3.0M$394K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $20.7M$15.5M$5.2M$48.2M 990 PDF

More to add? Claim this org

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 FY2021 990 (6 parts)
Part I · Summary $20,702,712 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,209,489$1,651,893
I-9 Program service revenuePrior year $14,636,252$14,661,954
I-10 Investment incomePrior year $905,075$4,354,121
I-11 Other revenuePrior year −$16,011$34,744
I-12 Total revenuePrior year $16,734,805$20,702,712
I-13 Grants and similar amounts paidPrior year $1,297,536$1,422,886
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $10,265,042$10,991,719
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,496,578$3,076,435
I-18 Total expensesPrior year $15,059,156$15,491,040
I-19 Revenue less expensesPrior year $1,675,649$5,211,672
Part VI · Governance 22 of 22 board members independent, no flags
VI-1a Voting members of the governing body22
VI-1b Independent voting members22
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 $20,702,712 across 12 lines filed
VIII-1c Fundraising events$264,336
VIII-1e Government grants$412,465
VIII-1f All other contributions, gifts and grants$975,092
VIII-1g Noncash contributions (included above)$78,362
VIII-1h Total contributions, gifts and grants$1,651,893
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,661,954$14,661,954
VIII-3 Investment incomeExcluded from tax $715,951$715,951
VIII-6 Net rental income or lossRelated to mission $26,400$26,400
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,638,170$3,638,170
VIII-8 Net income from fundraising eventsExcluded from tax $7,543$7,543
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $801$801
VIII-12 Total revenueRelated to mission $14,688,354 · Unrelated business $0 · Excluded from tax $4,362,465$20,702,712
Part IX · Statement of functional expenses $15,491,040 across 16 lines filed
IX-2 Grants to domestic individualsPrograms $1,422,886$1,422,886
IX-5 Pay of current officers, directors and key staffPrograms $426,506 · Management $111,242 · Fundraising $16,279$554,027
IX-7 Other salaries and wagesPrograms $6,232,402 · Management $1,625,537 · Fundraising $237,884$8,095,823
IX-8 Pension plan contributionsPrograms $368,629 · Management $96,146 · Fundraising $14,070$478,845
IX-9 Other employee benefitsPrograms $894,272 · Management $233,244 · Fundraising $34,133$1,161,649
IX-10 Payroll taxesPrograms $539,939 · Management $140,827 · Fundraising $20,609$701,375
IX-11b Legal feesManagement $28,551$28,551
IX-11c Accounting feesManagement $33,600$33,600
IX-11f Investment management feesManagement $23,051$23,051
IX-11g Other fees for servicesPrograms $45,443 · Management $66,920 · Fundraising $8,787$121,150
IX-13 Office expensesPrograms $93,405 · Management $477,387 · Fundraising $1,046$571,838
IX-16 OccupancyPrograms $488,729 · Management $37,186 · Fundraising $47,855$573,770
IX-20 InterestPrograms $65,864 · Management $5,011 · Fundraising $716$71,591
IX-22 Depreciation, depletion and amortizationPrograms $904,492 · Management $68,820 · Fundraising $9,831$983,143
IX-23 InsurancePrograms $109,634 · Management $8,342 · Fundraising $1,192$119,168
IX-24 Other expenses (24a–d)Programs $525,088 · Management $23,676 · Fundraising $1,809$550,573
IX-25 Total functional expensesPrograms $12,117,289 · Management $2,979,540 · Fundraising $394,211$15,491,040
Part X · Balance sheet $55,857,454 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $1,004,223$1,764,641
X-2 Savings and temporary cash investmentsStart of year $3,140,866$3,336,870
X-3 Pledges and grants receivableStart of year $148,594$107,206
X-4 Accounts receivableStart of year $20,769$0
X-9 Prepaid expenses and deferred chargesStart of year $299,073$255,798
X-10c Land, buildings and equipment, netStart of year $20,857,892$20,737,054
X-11 Publicly traded securitiesStart of year $21,305,539$27,844,368
X-12 Other securitiesStart of year $1,205,614$1,761,201
X-14 Intangible assetsStart of year $58,703$50,316
X-16 Total assetsStart of year $48,041,273$55,857,454
X-17 Accounts payable and accrued expensesStart of year $1,102,176$1,167,816
X-19 Deferred revenueStart of year $1,502,788$2,552,678
X-20 Tax-exempt bond liabilitiesStart of year $4,340,000$3,910,000
X-26 Total liabilitiesStart of year $6,944,964$7,630,494
X-27 Net assets without donor restrictionsStart of year $25,980,071$29,102,040
X-28 Net assets with donor restrictionsStart of year $15,116,238$19,124,920
X-32 Total net assets or fund balancesStart of year $41,096,309$48,226,960
X-33 Total liabilities and net assetsStart of year $48,041,273$55,857,454
Part XI · Reconciliation of net assets $48,226,960 net assets at year end
XI-1 Total revenue$20,702,712
XI-2 Total expenses$15,491,040
XI-3 Revenue less expenses$5,211,672
XI-4 Net assets at start of year$41,096,309
XI-5 Net unrealized gains (losses) on investments$1,919,154
XI-9 Other changes in net assets−$175
XI-10 Net assets at end of year$48,226,960

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.