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.
$1.3M 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

FY2024 · 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
$1.3M
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
4 mo
of spending, in cash
Plus $27.6M in investments, Pt X · Ln 11–13
Looks good: 4.3 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
$5.9M
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
26
of 26 voting members
Looks good: 26 of 26 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$23.1M
+17% vs prior year
Spent
$20.1M
To programs
76%
Net assets
$54.4M
By yearFY2021–FY2025
Revenue
$23.1M
FY2024▲ +17%
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
$20.1M
FY2024▲ +8%
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
$54.4M
FY2024▲ +10%
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 FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

76 cents of each dollar spent went to programs.

Program services 76% · $15.2M Management & general 22% · $4.3M Fundraising 3% · $538K

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

33 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Head of School
$352,655Pt VII · Sec A
$164,730Pt VII · Sec A
Dir. of Development
$163,325Pt VII · Sec A
$162,633Pt VII · Sec A
Upper Div. Head
$152,625Pt VII · Sec A
Director of Athletics (temp)
$136,624Pt VII · Sec A
Primary Div. Head
$135,916Pt 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.

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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 · $15.2M · in their own filed words · FY2023
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.

$13.8Mprogram 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…

$1.5Mprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$23.1M
Ln 12
Fees for servicesLn 2g$19.9M
Gifts and grantsLn 1h$1.9M
Investment incomeLn 3$1.3M
Money outPt IX
$20.1M
Ln 25
Programscol B$15.2M
Managementcol C$4.3M
Fundraisingcol D$538K
Owns and owesPt X
$54.4M
net assets · Ln 32
Cash and savingsLn 1–2$7.3M
Total assetsLn 16$60.2M
LiabilitiesLn 26$5.9M
PeoplePt VI, VII
33
listed · VII A
PaidVII A7
Voting boardVI 1a26
IndependentVI 1b26
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$7K
Noncash giftsLn 1g$164K
Fundraising eventsLn 1c$166K
Fees for servicesLn 2g$19.9M
Investment incomeLn 3$1.3M
Other incomeLn 4–11$89K
Gains on assetsLn 7$57K
Total revenueLn 12$23.1M
Assets in detailPt X, end of year
CashLn 1$3.0M
SavingsLn 2$4.3M
Cash and savings togetherLn 1–2$7.3M
InvestmentsLn 11–13$27.6M
Land, buildings, equipmentLn 10c$24.9M
Total assetsLn 16$60.2M
LiabilitiesLn 26$5.9M
Net assetsLn 32$54.4M
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 FY24End FY24
Cash and savingsLn 1–2$5.5M$7.3M
InvestmentsLn 11–13$27.6M$27.6M
Land, buildings, equipmentLn 10c$22.5M$24.9M
Total assetsLn 16$55.9M$60.2M
LiabilitiesLn 26$6.3M$5.9M
Net assetsLn 32$49.5M$54.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.5M$1.5M
Pay of current officers, directors and key staffLn 5$607K$464K$124K$18K
Other salaries and wagesLn 7$10.2M$7.8M$2.1M$305K
Pension plan contributionsLn 8$574K$439K$118K$17K
Other employee benefitsLn 9$1.4M$1.0M$278K$41K
Payroll taxesLn 10$810K$619K$166K$24K
Legal feesLn 11b$22K$6K$16K$1K
Accounting feesLn 11c$43K$11K$30K$2K
Investment management feesLn 11f$46K$46K
Other fees for servicesLn 11g$941K$245K$649K$47K
Office expensesLn 13$838K$125K$655K$58K
OccupancyLn 16$740K$680K$52K$7K
Conferences, conventions and meetingsLn 19$99$99
InterestLn 20$105K$96K$7K$1K
Depreciation, depletion and amortizationLn 22$1.1M$988K$75K$11K
InsuranceLn 23$193K$177K$13K$2K
Other expenses (24a–d)Ln 24$1.1M$1.1M$34K$3K
Total functional expensesLn 25$20.1M$15.2M$4.3M$538K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $32.7M$22.5M$10.1M$66.7M 990 PDF
FY2024 Viewing $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 FY2024 990 (6 parts)
Part I · Summary $23,110,096 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,367,922$1,890,728
I-9 Program service revenuePrior year $17,724,037$19,876,264
I-10 Investment incomePrior year $293,444$1,254,018
I-11 Other revenuePrior year $287,838$89,086
I-12 Total revenuePrior year $19,673,241$23,110,096
I-13 Grants and similar amounts paidPrior year $1,579,181$1,497,535
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $12,679,077$13,499,421
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,384,151$5,115,912
I-18 Total expensesPrior year $18,642,409$20,112,868
I-19 Revenue less expensesPrior year $1,030,832$2,997,228
Part VI · Governance 26 of 26 board members independent, no flags
VI-1a Voting members of the governing body26
VI-1b Independent voting members26
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 $23,110,096 across 12 lines filed
VIII-1c Fundraising events$166,445
VIII-1e Government grants$7,496
VIII-1f All other contributions, gifts and grants$1,716,787
VIII-1g Noncash contributions (included above)$163,707
VIII-1h Total contributions, gifts and grants$1,890,728
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $19,876,264$19,876,264
VIII-3 Investment incomeExcluded from tax $1,197,315$1,197,315
VIII-6 Net rental income or lossRelated to mission $54,500$54,500
VIII-7 Net gain or loss on sales of assetsExcluded from tax $56,703$56,703
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $34,586$34,586
VIII-12 Total revenueRelated to mission $19,930,764 · Unrelated business $0 · Excluded from tax $1,288,604$23,110,096
Part IX · Statement of functional expenses $20,112,868 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $1,497,535$1,497,535
IX-5 Pay of current officers, directors and key staffPrograms $464,500 · Management $124,474 · Fundraising $18,216$607,190
IX-7 Other salaries and wagesPrograms $7,767,628 · Management $2,081,521 · Fundraising $304,613$10,153,762
IX-8 Pension plan contributionsPrograms $439,176 · Management $117,687 · Fundraising $17,223$574,086
IX-9 Other employee benefitsPrograms $1,036,414 · Management $277,732 · Fundraising $40,643$1,354,789
IX-10 Payroll taxesPrograms $619,339 · Management $165,967 · Fundraising $24,288$809,594
IX-11b Legal feesPrograms $5,590 · Management $15,651 · Fundraising $1,118$22,359
IX-11c Accounting feesPrograms $10,788 · Management $30,207 · Fundraising $2,158$43,153
IX-11f Investment management feesManagement $46,379$46,379
IX-11g Other fees for servicesPrograms $244,535 · Management $648,822 · Fundraising $47,177$940,534
IX-13 Office expensesPrograms $125,057 · Management $654,710 · Fundraising $58,360$838,127
IX-16 OccupancyPrograms $680,399 · Management $51,770 · Fundraising $7,396$739,565
IX-19 Conferences, conventions and meetingsFundraising $99$99
IX-20 InterestPrograms $96,316 · Management $7,328 · Fundraising $1,047$104,691
IX-22 Depreciation, depletion and amortizationPrograms $988,414 · Management $75,205 · Fundraising $10,744$1,074,363
IX-23 InsurancePrograms $177,405 · Management $13,498 · Fundraising $1,928$192,831
IX-24 Other expenses (24a–d)Programs $1,076,881 · Management $34,309 · Fundraising $2,621$1,113,811
IX-25 Total functional expensesPrograms $15,229,977 · Management $4,345,260 · Fundraising $537,631$20,112,868
Part X · Balance sheet $60,249,824 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $2,229,125$2,987,925
X-2 Savings and temporary cash investmentsStart of year $3,290,449$4,290,341
X-3 Pledges and grants receivable$277,729
X-4 Accounts receivableStart of year $31,488$87,117
X-9 Prepaid expenses and deferred chargesStart of year $223,025$110,292
X-10c Land, buildings and equipment, netStart of year $22,491,732$24,908,054
X-11 Publicly traded securitiesStart of year $25,972,065$25,905,094
X-12 Other securitiesStart of year $1,613,415$1,658,114
X-14 Intangible assetsStart of year $33,544$25,158
X-16 Total assetsStart of year $55,884,843$60,249,824
X-17 Accounts payable and accrued expensesStart of year $1,298,701$1,516,536
X-19 Deferred revenueStart of year $2,031,016$1,827,164
X-20 Tax-exempt bond liabilitiesStart of year $3,010,000$2,540,000
X-26 Total liabilitiesStart of year $6,339,717$5,883,700
X-27 Net assets without donor restrictionsStart of year $30,849,087$33,732,021
X-28 Net assets with donor restrictionsStart of year $18,696,039$20,634,103
X-32 Total net assets or fund balancesStart of year $49,545,126$54,366,124
X-33 Total liabilities and net assetsStart of year $55,884,843$60,249,824
Part XI · Reconciliation of net assets $54,366,124 net assets at year end
XI-1 Total revenue$23,110,096
XI-2 Total expenses$20,112,868
XI-3 Revenue less expenses$2,997,228
XI-4 Net assets at start of year$49,545,126
XI-5 Net unrealized gains (losses) on investments$1,833,090
XI-9 Other changes in net assets−$9,320
XI-10 Net assets at end of year$54,366,124

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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