The Evergreen Education Foundation

Nonprofit profile at a glance

EIN
680474814
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
San Mateo, CA, USA
Phone
5105012714
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

Reported finances

Revenue
$38,701
Expenses
$48,909
Assets
$1,840,285
Liabilities
$4,986

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • WINNIE WONG (PRESIDENT)

People named in this filing

  • RODNEY AMEN (DEVELOPMENT)
  • JO BELL WHITLATCH (SECRETARY)
  • JERRY XU (FINANCE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve education opportunities for children and young adults in rural china by providing books, computers, relevant equipment and supplies, workshops and seminars to schools or libraries.

What it reported doing in 2024

Supported funding for stem challenge and future city projects in china in collaboration with one of evergreen's main partners, the li geng sheng project of peking university, the evergreen education foundation provides opportunities for students in remote rural areas of china to participate in stem (science, technology, engineering, and mathematics) projects by hosting an annual stem challenge. The challenge features engaging in stem activities and creating a platform for the application of knowledge in stem. This initiative aims to ignite the students' passion for stem disciplines, nurture their creativity, learn problem-solving skills, and facilitate their holistic development. Evergreen began supporting rural teachers and students in china to participate in the future city competition this year. Future city is a globally recognized project-based learning stem competition for elementary and middle school students. In this competition, students work in teams to design a city that is 100 years into the future using a project-based learning approach. The design process and outcomes are presented through project journals, city papers, physical models, and presentations. In february 2024, evergreen introduced future city to our member schools; from march to april, we actively provided interested schools and teachers with project guidance and training, connecting them with professional engineering mentors.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 80
  • Accountability: 6
  • Sustainability: 54
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 94.2%; rating input score 94
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: 2 of 8 controls in place; rating input score 25
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Fail
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Pass
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 9th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -26.4%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 37.63; rating input score 89; 89th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 32; 32nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -16.9% per year; rating input score 0; 20th percentile among comparable filings
  • Revenue growth: -18.5% per year; rating input score 0; 21st percentile among comparable filings
  • Asset growth: 5.8% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 94.2% of spending went to programs
  • Governance: 0 of 6 board members independent · 1 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $46K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 18 of 18 current checks pass
  • Schedules: 5 filed schedules · includes major donors and foreign activity
  • Filing history: 12 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.
  • High — Transparency & Controls: Foreign activity oversight: 6 of 8 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.