Nonprofit · EIN 91-0756462
EVERGREEN SCHOOL
Tax-exempt · SHORELINE, WA 98133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $32,661,087 | $22,549,973 | $10,111,114 | $106,942,603 | $40,262,199 | $66,680,404 |
| June 30, 2024 | 990 | $23,110,096 | $20,112,868 | $2,997,228 | $60,249,824 | $5,883,700 | $54,366,124 |
| June 30, 2023 | 990 | $19,673,241 | $18,642,409 | $1,030,832 | $55,884,843 | $6,339,717 | $49,545,126 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,595,838
- Program service revenue
- $21,863,452
- Investment income
- $74,807
- Net rental income
- $96,008
- Net gain from sales of assets
- -$1,616,140
- Other revenue
- $126,990
Expenses
- Grants and similar amounts paid
- $2,024,523
- Compensation of officers, directors and key employees
- $695,589
- Other salaries and wages
- $10,826,399
- Salaries, compensation and benefits (total)
- $14,467,916
- Professional fundraising fees
- $242,700
- Legal fees
- $15,126
- Accounting fees
- $45,765
- Occupancy
- $918,009
- Depreciation
- $1,068,228
- Program services (functional)
- $17,170,855
- Management and general (functional)
- $4,603,986
- Fundraising (functional)
- $775,132
Balance sheet and other
- Total assets, start of year
- $60,249,824
- Total assets, end of year
- $106,942,603
- Total liabilities, end of year
- $40,262,199
- Net assets, end of year
- $66,680,404
- Land, buildings and equipment
- $26,730,552
- Publicly traded securities
- $44,533,008
- Net assets without donor restrictions
- $34,982,921
- Net assets with donor restrictions
- $31,697,483
- Gross receipts
- $37,864,555
- Employees
- 243
- Volunteers
- 150
- Year formed
- 1963
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM HALSEY BELL | HEAD OF SCHOOL Officer | 50 | $410,626 | $36,239 |
| LONG PHAN | ASSOCIATE HEAD OF SCHOOL Highest-paid employee | 40 | $193,477 | $23,424 |
| DUNCAN LINN | CFO Officer | 40 | $189,216 | $21,611 |
| CATHERINE GORRISSEN | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $170,394 | $21,795 |
| JOHN ZAPATA | UPPER DIVISION HEAD Highest-paid employee | 40 | $157,620 | $11,608 |
| MICHELLE HARRISON | PRIMARY DIVISION HEAD Highest-paid employee | 40 | $145,290 | $20,072 |
| JOHN MCLEAN | DIRECTOR OF ADMISSION Highest-paid employee | 40 | $138,999 | $19,995 |
| ELISE KELLEY | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| HARLYN SUSARLA | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| ZANA BUGAIGHIS | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| JASON WEINSTEIN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| CAREY ARMSTRONG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATHERINE BOOMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY BAUTISTA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID BOWERMASTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREEM BRANTLEY | TRUSTEE Trustee or director | 2 | $0 |
| MARC BRIDGE | TRUSTEE Trustee or director | 2 | $0 |
| TERE CARRAL | TRUSTEE Trustee or director | 2 | $0 |
| NICK ECHELBARGER | TRUSTEE Trustee or director | 2 | $0 |
| COURTNEY FULLER | TRUSTEE Trustee or director | 2 | $0 |
| HYEOK KIM | TRUSTEE Trustee or director | 2 | $0 |
| MAX KLEINMAN | TRUSTEE Trustee or director | 2 | $0 |
| MEG LAGONI | TRUSTEE Trustee or director | 2 | $0 |
| HAVEN LEY | TRUSTEE Trustee or director | 2 | $0 |
| RAED MALHAS | TRUSTEE Trustee or director | 2 | $0 |
| MIKE MCGILL | TRUSTEE Trustee or director | 2 | $0 |
| NICK PARKER | TRUSTEE Trustee or director | 2 | $0 |
| JEFF RAKOW | TRUSTEE Trustee or director | 2 | $0 |
| ARI STEINBERG | TRUSTEE Trustee or director | 2 | $0 |
| VIDYA VASU-DEVAN | TRUSTEE Trustee or director | 2 | $0 |
| CHRIS WATSON | TRUSTEE Trustee or director | 2 | $0 |
| VONNIE WU | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM HALSEY | HEAD OF SCHOOL Officer | 50 | $352,655 | $33,064 |
| CATHERINE GORRISSEN | DIR. OF DEVELOPMENT Highest-paid employee | 40 | $163,325 | $20,759 |
| DUNCAN LINN | CFO Officer | 40 | $164,730 | $19,341 |
| TAD KEPPLER | CTO Highest-paid employee | 40 | $162,633 | $19,287 |
| JOHN ZAPATA | UPPER DIV. HEAD Highest-paid employee | 40 | $152,625 | $11,446 |
| TRACI BIRKETT | DIRECTOR OF ATHLETICS (TEMP) Highest-paid employee | 40 | $136,624 | $19,201 |
| MICHELLE HARRISON | PRIMARY DIV. HEAD Highest-paid employee | 40 | $135,916 | $18,942 |
| ELISE HEBB | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| KRISTINE TAKAMIYA | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| HARLYN SUSARLA | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| JASON WEINSTEIN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| JOHN O'BRIEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KEITH MATTHEWS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TERE CARRAL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ZANA BUGAIGHIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARC BRIDGE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATHERINE BOOMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CAREY ARMSTRONG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICK PARKER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HAVEN LEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MIKE MCGILL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KAREEM BRANTLEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YASEMIN OKTAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VIDYA VASU-DEVAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFF RAKOW | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANA SOONG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICK ECHELBARGER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YONNIE WATKINS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY BAUTISTA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRIS WATSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEG LAGONI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| COURTNEY FULLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAX KLEINMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM HALSEY BELL | HEAD OF SCHOOL Officer | 50 | $326,069 | $17,823 |
| CATHERINE A GORRISON | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $154,285 | $10,791 |
| DEBRA LEE-RIZZI | CFO Officer | 40 | $137,419 | $9,473 |
| TAD K KEPPLER | CTO Highest-paid employee | 40 | $132,147 | $9,135 |
| CHRISTINA E CLEMENTE | DIRECTOR OF ENROLLMENT Highest-paid employee | 40 | $129,586 | $8,960 |
| MICHELLE R HARRISON | PRIMARY DIVISION HEAD Highest-paid employee | 40 | $128,430 | $8,980 |
| KATHLEEN BALDI | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $118,758 | $8,192 |
| DAN WAGNER | CFO Officer | 40 | $108,231 | $7,576 |
| KRIS TAKAMIYA | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ELISE HEBB | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| JOHN O'BRIEN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| TERE CARRAL | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| IBRAHIM ALI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CATHERINE BOOMS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KAREEM BRANTLEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ZANA BUGAIGHIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICK ECHELBARGER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| COURTNEY FULLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTINE HOWELL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAX KLEINMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HAVEN LEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KEITH MATTHEWS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MIKE MCGILL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YASEMIN OKTAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NICK PARKER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFF RAKOW | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STAN RYAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANA SOONG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HARLYN SUSARLA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YONNIE WATKINS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JASON WEINSTEIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 15201 MERIDIAN AVE N, SHORELINE, WA 98133-6331
- In care of
- % DUNCAN LINN
- Principal officer (990 for 2024)
- WILLIAM HALSEY BELL, 15201 MERIDIAN AVE N, SHORELINE, WA 98133
- Signed the 990
- WILLIAM HALSEY BELL, HEAD OF SCHOOL
- Phone
- (206) 957-1526
- Website
- WWW.EVERGREENSCHOOL.ORG
- Return prepared by
- GREENWOOD OHLUND PS
Mission
WE INSPIRE HIGHLY CAPABLE, CREATIVE LEARNERS TO LEAD WITH CURIOSITY, COMPASSION, AND COURAGE IN A DIVERSE AND DYNAMIC WORLD.
Program accomplishments
- 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. APPROXIMATELY 508 STUDENTS FROM PRESCHOOL THROUGH THE EIGHTH GRADE WERE ENROLLED DURING THE 2024/2025 SCHOOL YEAR.Expenses $15,502,018 · grants $1,975,721 · revenue $20,280,688
- 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 SOCIALIZATION.Expenses $1,668,837 · grants $48,802 · revenue $1,678,772
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 91-0756462
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $106,942,603
- Income (IRS master file)
- $37,864,555
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $32,661,087 | $22,549,973 | $106,942,603 | XML |
| 990 | June 2024 | $23,110,096 | $20,112,868 | $60,249,824 | XML |
| 990 | June 2023 | $19,673,241 | $18,642,409 | $55,884,843 | XML |
| 990 | June 2022 | $18,688,724 | $16,694,125 | $54,109,732 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-0756462).
Questions about EVERGREEN SCHOOL
- What is the EIN of EVERGREEN SCHOOL?
- The employer identification number (EIN) of EVERGREEN SCHOOL is 91-0756462.
- Is EVERGREEN SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to EVERGREEN SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EVERGREEN SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVERGREEN SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERGREEN SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of EVERGREEN SCHOOL?
- The 990 for the year ended June 30, 2025 names WILLIAM HALSEY BELL.
- Who are the officers and directors of EVERGREEN SCHOOL?
- The 990 for the year ended June 30, 2025 lists 32 people; 7 received compensation from the organization, the highest $410,626 (WILLIAM HALSEY BELL, HEAD OF SCHOOL).
- How much revenue does EVERGREEN SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $32,661,087, expenses of $22,549,973 and total assets of $106,942,603 at year end.
Other nonprofits in SHORELINE
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- SHORELINE CHRISTIAN SCHOOL EIN 91-0598098 · last filed 990 for 2025
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- THE HORIZON SCHOOL EIN 94-3046018 · last filed 990 for 2025
- UNIVERSITY CHRISTIAN UNION ALUMNI ASSOCIATION EIN 91-0728988 · last filed 990 for 2024
- HIGHLANDS SCHOOL EIN 23-7355961 · last filed 990 for 2025
- JUSTICE & SOUL FOUNDATION EIN 45-2595615 · last filed 990 for 2025
- MELVIN G SYRE PTA EIN 91-1102659 · last filed 990-EZ for 2025