Civic Intelligence

Evergreen Manor Foundation Inc.

990 • Fiscal year 2011 • EIN 39-1388991

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 25, 2012

Organization ProfileWWW.EVERGREENOSHKOSH.COM
1130 North Westfield Street54902-3217
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

61st percentile

5.3%

Faster asset growth than 61% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$11,689,802

Up $588,757 (+5.3%) from 2010

Net Assets

Up

$11,669,795

Up $624,820 (+5.7%) from 2010

Liabilities

Down

$20,007

Down $36,063 (-64%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$822,299

Up $79,918 (+11%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $11,101,045Liabilities 2010: $56,070Net Assets 2010: $11,044,9752010Assets 2011: $11,689,802Liabilities 2011: $20,007Net Assets 2011: $11,669,7952011Assets 2012: $12,346,954Liabilities 2012: $41,509Net Assets 2012: $12,305,4452012Assets 2013: $14,374,033Liabilities 2013: $54,142Net Assets 2013: $14,319,8912013Assets 2014: $14,953,774Liabilities 2014: $66,586Net Assets 2014: $14,887,1882014Assets 2015: $14,348,544Liabilities 2015: $250,628Net Assets 2015: $14,097,9162015Assets 2016: $15,749,427Liabilities 2016: $284,489Net Assets 2016: $15,464,9382016Assets 2017: $16,426,997Liabilities 2017: $32,641Net Assets 2017: $16,394,3562017Assets 2018: $15,239,984Liabilities 2018: $84,141Net Assets 2018: $15,155,8432018Assets 2019: $17,972,945Liabilities 2019: $56,378Net Assets 2019: $17,916,5672019Assets 2020: $20,231,238Liabilities 2020: $326,164Net Assets 2020: $19,905,0742020Assets 2021: $23,610,325Liabilities 2021: $160,403Net Assets 2021: $23,449,9222021Assets 2022: $19,987,827Liabilities 2022: $121,329Net Assets 2022: $19,866,4982022Assets 2023: $22,030,908Liabilities 2023: $578,362Net Assets 2023: $21,452,5462023Assets 2024: $23,294,451Liabilities 2024: $247,341Net Assets 2024: $23,047,1102024

Highlighted filing

2011

Assets$11,689,802
Liabilities$20,007
Net Assets$11,669,795
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $742,3812010Expenses 2011: $822,2992011Expenses 2012: $844,4152012Revenue 2013: $2,240,794Expenses 2013: $926,134Net Income 2013: $1,314,6602013Revenue 2014: $1,161,392Expenses 2014: $800,971Net Income 2014: $360,4212014Revenue 2015: $1,102,878Expenses 2015: $834,914Net Income 2015: $267,9642015Revenue 2016: $1,459,379Expenses 2016: $799,434Net Income 2016: $659,9452016Revenue 2017: $1,830,839Expenses 2017: $2,354,744Net Income 2017: -$523,9052017Revenue 2018: $1,411,504Expenses 2018: $887,514Net Income 2018: $523,9902018Revenue 2019: $1,103,770Expenses 2019: $968,941Net Income 2019: $134,8292019Revenue 2020: $1,257,949Expenses 2020: $1,131,214Net Income 2020: $126,7352020Revenue 2021: $3,246,928Expenses 2021: $1,240,032Net Income 2021: $2,006,8962021Revenue 2022: $1,740,291Expenses 2022: $1,029,959Net Income 2022: $710,3322022Revenue 2023: $1,108,819Expenses 2023: $1,421,512Net Income 2023: -$312,6932023Revenue 2024: $1,632,454Expenses 2024: $1,097,880Net Income 2024: $534,5742024

Highlighted filing

2011

Revenue-
Expenses$822,299
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 25, 2012
Return Version
2011v1.2
Gross Receipts
$2,539,988
Mission and Program Overview

Mission

Evergreen foundation, inc. Receives gifts and bequests, raises funds for specific projects or needs, administers and invests funds, and disburses payments to and on behalf of evergreen retirement community, inc.

Filing and Contact Details

Filer

EIN
39-1388991
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0BENEVOLENT NEEDS FOR RESIDENTS OF EVERGREEN RETIREMENT COMMUNITY WHO HAVE EXHAUSTED THEIR PERSONAL RESOURCES, WOODLANDS PRESERVATION, LIFECARE LEARNING, PASTORAL CARE, CREATIVE ARTS, AND GROUNDS BEAUTIFICATION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE FOUNDATION HAS BEEN GRANTED EXEMPT STATUS AS A PUBLIC CHARITY RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE FOUNDATION'S ANNUAL TAX FILINGS ARE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR OTHER EXCISE TAXES. THE TAX FILINGS FOR THE YEARS 2007 THROUGH 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL OR STATE AUTHORITIES.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleD/OtherAssets/BookValue129255
IRS990ScheduleD/OtherAssets/Description0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssets/Description1INTEREST IN NET ASSETS OF FOUNDATION
IRS990ScheduleD/OtherLiabilities/Amount020007
IRS990ScheduleD/OtherLiabilities/Description0DUE TO AFFILIATE
IRS990ScheduleD/PermanentEndowmentEOYBalance00.70840
IRS990ScheduleD/RevenueNotRptdF9900380340
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01066779
IRS990ScheduleD/TermEndowmentEOYBalance00.00000
IRS990ScheduleD/TotalAdjustments0380340
IRS990ScheduleD/TotalBookValueOtherAssets01499075
IRS990ScheduleD/TotalExpenses0822299
IRS990ScheduleD/TotalExpensesPerForm9900822299
IRS990ScheduleD/TotalOfAmounts020007
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue01066779
IRS990ScheduleD/TotalRevenuePerForm99001066779
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0822299
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01447119
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant05575
IRS990ScheduleI/Form990ScheduleIPartIII/DescriptionOfNonCashAssistance0SCHOLARSHIPS AND TUITION REIMBURSEMENTS GRANTED TO EMPLOYEES.
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients02
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOLARSHIPS/TUITION REIMBURSEMENT
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: ORGANIZATION ONLY DISTRIBUTES FUNDS TO EVERGREEN RETIREMENT COMMUNITY, INC. FUNDS FOR THE BENEVOLENT NEED ARE BUDGETED AT A SPECIFIC LEVEL EACH YEAR AND DISBURSED MONTHLY. RESTRICTED FUNDS FOR SPECIAL PROJECTS ARE DISBURSED WHEN EVIDENCE OF THE PROJECT'S COMPLETION IS PROVIDED. UNRESTRICTED FUNDS ALLOCATED FOR DISTRIBUTION BY THE BOARD FOR A SPECIFIC USE ARE DISBURSED WHEN EVIDENCE OF THE PROJECT'S COMPLETION IS PROVIDED.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101130 N WESTFIELD ST
IRS990ScheduleI/RecipientTable/AddressUS/City0OSHKOSH
IRS990ScheduleI/RecipientTable/AddressUS/State0WI
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode054902
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0604296
IRS990ScheduleI/RecipientTable/EINOfRecipient0391081800
IRS990ScheduleI/RecipientTable/IRCSection0501 (C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), AND GROUNDS BEAUTIFICATION.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10EVERGREEN RETIREMENT COMMUNITY
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0MANAGEMENT SERVICES ARE PROVIDED BY EVERGREEN RETIREMENT COMMUNITY, INC.
IRS990ScheduleO/GeneralExplanation/Explanation1EVERGREEN FOUNDATION, INC. AMENDED ITS BY-LAWS ON MARCH 8, 2011. THE AMENDED BY-LAWS REMOVES THE LADIES BENEVOLENT SOCIETY OF OSHKOSH AS A POTENTIAL RECIPIENT OF THE FOUNDATION'S ASSETS IN THE EVENT OF DISSOLUTION.
IRS990ScheduleO/GeneralExplanation/Explanation2AN ELECTRONIC VERSION OF THE FORM 990 WILL BE POSTED ON THE BOARD OF DIRECTOR'S WEB PAGE WITH MEMBERS GIVEN THE OPPORTUNITY TO REVIEW IT PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3A CONFLICT OF INTEREST QUESTIONNAIRE IS ANNUALLY DISTRIBUTED TO ALL KEY EMPLOYEES AND OFFICERS. ANY CONFLICTS ARE REVIEWED AND ACKNOWLEDGED BY THE BOARD. THE BOARD MAY REQUEST ADDITIONAL INFORMATION AND RECOMMEND ACTION IF A CONCERN ABOUT A CONFLICT OF INTEREST IS IDENTIFIED.
IRS990ScheduleO/GeneralExplanation/Explanation4EVERGREEN FOUNDATION, INC. MAKES AVAILABLE UPON REQUEST ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY TO THE GENERAL PUBLIC. THESE DOCUMENTS ARE PROVIDED WITHIN A REASONABLE PERIOD OF TIME.

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,689,802
Liabilities
$20,007
Net assets
$11,669,795
Revenue
-
Expenses
$822,299
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$0.25$23.0$1.63$1.10$0.53
2023Detailed filing. Detailed filing data is available for this year.$22.0$0.58$21.5$1.11$1.42$0.31
2022Detailed filing. Detailed filing data is available for this year.$20.0$0.12$19.9$1.74$1.03$0.71
2021Detailed filing. Detailed filing data is available for this year.$23.6$0.16$23.4$3.25$1.24$2.01
2020Detailed filing. Detailed filing data is available for this year.$20.2$0.33$19.9$1.26$1.13$0.13
2019Detailed filing. Detailed filing data is available for this year.$18.0$0.06$17.9$1.10$0.97$0.13
2018Detailed filing. Detailed filing data is available for this year.$15.2$0.08$15.2$1.41$0.89$0.52
2017Detailed filing. Detailed filing data is available for this year.$16.4$0.03$16.4$1.83$2.35$0.52
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.28$15.5$1.46$0.80$0.66
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.25$14.1$1.10$0.83$0.27
2014Detailed filing. Detailed filing data is available for this year.$15.0$0.07$14.9$1.16$0.80$0.36
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.05$14.3$2.24$0.93$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.04$12.3$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.02$11.7$0.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.06$11.0$0.74