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Nonprofiteer
← EVERGREEN PRESBYTERIAN MINISTRIES INC

Form 990 for tax year 2023

Filed by EVERGREEN PRESBYTERIAN MINISTRIES INC.

Totals

Total revenue
$68,459,184
Total expenses
$66,510,590
Contributions and grants received
$925,900
Grants paid
$0
Program service revenue
$66,433,100
Investment income
$326,641
Other revenue
$773,543
Total assets, end of year
$36,725,789
Total liabilities, end of year
$6,611,845
Net assets or fund balances, end of year
$30,113,944
Program services expenses (Part IX)
$50,356,704
Management and general expenses
$15,251,959
Fundraising expenses
$901,927
Program service expenses (Part III)
$50,356,704

Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $549,848

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $376,052

  • 1g · Noncash contributions included above

    $18,250

  • 2a · Program service revenue: State Medicaid Program Fees

    total $66,433,100 · related or exempt $66,433,100 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $280,980 · related or exempt $280,980 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $54,466 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $54,466 · personal property $0

  • 6d · Net rental income or loss

    total $54,466 · related or exempt $54,466 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $499,182

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $453,521

  • 7c · Gain or loss

    securities $0 · other assets $45,661

  • 7d · Net gain or loss

    total $45,661 · related or exempt $45,661 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $266,714

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $83,156

  • 8c · Net income from fundraising events

    total $183,558 · unrelated business $0 · excluded $183,558

  • 10a · Gross sales of inventory

    $390,307

  • 10b · Cost of goods sold

    $229,950

  • 10c · Net income from sales of inventory

    total $160,357 · related or exempt $160,357 · unrelated business $0 · excluded $0

  • 11a · Other revenue: HUD Fees

    total $82,206 · related or exempt $82,206 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Room&Board Fees

    total $158,962 · related or exempt $158,962 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $133,994 · related or exempt $133,994 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $375,162

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $811,555 · program services $0 · management and general $811,555 · fundraising $0

  • 7 · Other salaries and wages

    total $36,195,239 · program services $27,657,237 · management and general $7,903,765 · fundraising $634,237

  • 8 · Pension plan contributions

    total $204,757 · program services $157,392 · management and general $40,267 · fundraising $7,098

  • 9 · Other employee benefits

    total $3,864,215 · program services $2,719,771 · management and general $1,087,699 · fundraising $56,745

  • 10 · Payroll taxes

    total $2,817,118 · program services $2,148,571 · management and general $622,638 · fundraising $45,909

  • 11b · Fees: legal

    total $64,994 · program services $0 · management and general $64,994 · fundraising $0

  • 11c · Fees: accounting

    total $125,592 · program services $0 · management and general $125,592 · fundraising $0

  • 13 · Office expenses

    total $4,533,527 · program services $3,707,620 · management and general $784,619 · fundraising $41,288

  • 14 · Information technology

    total $390,973 · program services $0 · management and general $382,425 · fundraising $8,548

  • 16 · Occupancy

    total $4,117,376 · program services $2,275,792 · management and general $1,841,584 · fundraising $0

  • 17 · Travel

    total $938,038 · program services $464,300 · management and general $456,069 · fundraising $17,669

  • 19 · Conferences, conventions and meetings

    total $113,355 · program services $3,196 · management and general $110,145 · fundraising $14

  • 22 · Depreciation, depletion and amortization

    total $1,648,304 · program services $1,142,157 · management and general $506,147 · fundraising $0

  • 23 · Insurance

    total $939,926 · program services $939,926 · management and general $0 · fundraising $0

  • 24a · Other expenses: Contracts for Outside Services

    total $6,517,870 · program services $6,515,262 · management and general $2,608 · fundraising $0

  • 24b · Other expenses: Consultants

    total $1,863,275 · program services $1,769,657 · management and general $93,618 · fundraising $0

  • 24c · Other expenses: Bad Debt Expense

    total $79,447 · program services $44,830 · management and general $34,617 · fundraising $0

  • 24e · All other expenses

    total $1,285,029 · program services $810,993 · management and general $383,617 · fundraising $90,419

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,747,742 · end of year $8,608,060

  • 2 · Savings and temporary cash investments

    beginning of year $648,589 · end of year $679,483

  • 4 · Accounts receivable

    beginning of year $5,307,933 · end of year $6,161,909

  • 9 · Prepaid expenses and deferred charges

    beginning of year $128,306 · end of year $80,336

  • 10a · Land, buildings and equipment: cost or other basis

    $41,181,498

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,005,102

  • 10c · Land, buildings and equipment, net

    beginning of year $20,500,559 · end of year $20,176,396

  • 14 · Intangible assets

    beginning of year $445,903 · end of year $894,709

  • 15 · Other assets

    beginning of year $121,716 · end of year $124,896

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,457,427 · end of year $390,452

  • 23 · Secured mortgages and notes payable

    beginning of year $6,277,971 · end of year $6,221,393

  • 27 · Net assets without donor restrictions

    beginning of year $28,165,350 · end of year $30,113,944

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Evergreen's mission is to serve, provide for and champion individuals with disabilities.

  • Evergreen provides community settings for people with intellectual and developmental disabilities with an emphasis on active treatment designed to help the individual become more independent. In addition, support is also provided for those who live in their own apartment or home according to the needs of each individual. Evergreen is licensed and certified as a Title XIX Medicaid provider.

    Expenses $50,356,704 · Revenue $67,349,726

As filed on the 2023 return.

Listed in Part VII

  • Dr Susan M Buchholtz

    President/CEO

    Total calculated
    $368,983
    From this org
    $347,565
    From related orgs
    $0
    Other
    $21,418
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,565
    Bonus
    $25,000
    Other
    $0
    Deferred
    $6,490
    Nontaxable benefits
    $14,928
    Filer's total
    $368,983

  • Kent Craft

    Executive VP of Admin/CFO

    Total calculated
    $275,256
    From this org
    $240,003
    From related orgs
    $0
    Other
    $35,253
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,003
    Bonus
    $10,000
    Other
    $0
    Deferred
    $4,987
    Nontaxable benefits
    $30,266
    Filer's total
    $275,256

  • Yvone Smith

    Chief of Staff

    Total calculated
    $167,315
    From this org
    $151,737
    From related orgs
    $0
    Other
    $15,578
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,737
    Bonus
    $5,000
    Other
    $0
    Deferred
    $3,013
    Nontaxable benefits
    $12,565
    Filer's total
    $167,315

  • Sharon Gomez

    Chief Compliance Officer

    Total calculated
    $161,343
    From this org
    $145,073
    From related orgs
    $0
    Other
    $16,270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,073
    Bonus
    $3,000
    Other
    $0
    Deferred
    $2,918
    Nontaxable benefits
    $13,353
    Filer's total
    $161,344

  • Douglas Ryland

    Regional VP-Central Region

    Total calculated
    $150,203
    From this org
    $136,790
    From related orgs
    $0
    Other
    $13,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,290
    Bonus
    $7,500
    Other
    $0
    Deferred
    $2,637
    Nontaxable benefits
    $10,776
    Filer's total
    $150,203

  • Robert Krouse

    Chief Advancement Officer

    Total calculated
    $140,315
    From this org
    $127,750
    From related orgs
    $0
    Other
    $12,565
    Hours/week
    40

  • Joseph Foran

    Chief Information Officer

    Total calculated
    $137,307
    From this org
    $137,307
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jarrod Adams

    Regional VP - Eastern Region

    Total calculated
    $132,572
    From this org
    $130,123
    From related orgs
    $0
    Other
    $2,449
    Hours/week
    40

  • Frank Davis

    Chair

    Total calculated
    $0
    Hours/week
    3

  • R Lewis Smith Jr

    Immediate Past Chairman

    Total calculated
    $0
    Hours/week
    3

  • Dr Franco Marcantonio

    Chair-Elect

    Total calculated
    $0
    Hours/week
    3

  • Dr Maling Ebrahimpour

    Secretary Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Dr Julius E Beckham

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Rev Major John Boudreaux

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Cynthia E Cook

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Roger Edelman

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Dr Eric Emerson

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Danny Gray

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Dr JR Harding

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Elizabeth Haston

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Joseph Henrick

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Zada Hyatt

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Dr Tracy Kizer

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Rev Robert Malsbary

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • William Marohn

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Dr Larry McCoy

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Patrick Murray

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Wengay Newton

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Christopher Price Sr

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Barry Rubin

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Christopher Ruffin Jr

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • Dr Elizabeth Weiss

    Board Member

    Total calculated
    $0
    Hours/week
    3

  • James Williams

    Board Member

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3
The Board Chair along with the Board Chairs' Team (composed of lead members of the Board Operations Committee) conducts an evaluation every two years prior to the end of the three year CEO contract. Recommendation for a new contract for the next three years is then brought to the Board Operations Committee for discussion and approval. The proposed new CEO contract which includes a three year fixed compensation package is presented to the full Board of Directors for approval. The three year CEO contract is approved by vote of the full Board of Directors.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Abundant Healthcare Clinic LLC % Evergreen Pres Ministries

    Medical care of individuals with intellectual disabilities · TN · income $71,477 · assets $102,988

    Directly controlled by Evergreen Presbyterian Ministries Inc

Provenance

Return type
form_990
Tax year
2023
Filed
20 December 2024
IRS schema version
2023v6.0
Source object
202540179349301514

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