Civic Intelligence

Evergreen Manor Foundation Inc.

990 • Fiscal year 2015 • EIN 39-1388991

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

1130 North Westfield StreetOshkosh, WI 54902-3217

(920) 233-2340

Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.23x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

82nd percentile

24%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

64th percentile

$217,163

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

22nd percentile

-4.0%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-5.0%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$14,348,544

Down $605,230 (-4.0%) from 2014

Net Assets

Down

$14,097,916

Down $789,272 (-5.3%) from 2014

Liabilities

Up

$250,628

Up $184,042 (+276%) from 2014

Revenue

Down

$1,102,878

Down $58,514 (-5.0%) from 2014

Expenses

Up

$834,914

Up $33,943 (+4.2%) from 2014

Net Income

Down

$267,964

Down $92,457 (-26%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$14,348,544
Liabilities$250,628
Net Assets$14,097,916

Operations Trend

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

2015

Revenue$1,102,878
Expenses$834,914
Net Income$267,964
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$5,070,650
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.

To use and secure resources in support of the evergreen retirement community vision.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,558,075$12,152,472▼ $405,603
Other Notes and Loans Receivable, Net$600,000$600,000→ $0
Pledges and Grants Receivable$148,205$63,416▼ $84,789
Cash and Non-Interest-Bearing Accounts$6,999$10,771▲ $3,772
Inventories for Sale or Use$13,167$9,209▼ $3,958
Total Assets$14,953,774$14,348,544▼ $605,230
Other Assets Total$1,627,328$1,512,676▼ $114,652
Liabilities
Other Liabilities$60,944$248,360▲ $187,416
Accounts Payable and Accrued Expenses$5,642$2,268▼ $3,374
Total Liabilities$66,586$250,628▲ $184,042
Net Assets / Fund Balance
Unrestricted Net Assets$10,244,648$9,515,896▼ $728,752
Permanently Rstr Net Assets$4,045,607$3,926,290▼ $119,317
Temporarily Rstr Net Assets$596,933$655,730▲ $58,797
Total Net Assets Fund Balance$14,887,188$14,097,916▼ $789,272
Total Liabilities and Net Assets / Fund Balance$14,953,774$14,348,544▼ $605,230

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$33,887--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,358,425$-6,352▼ $186,639$60,173$6,079,792
2014$6,209,001$61,620▲ $169,491$57,134$6,358,425
2013$5,589,110$154,659▲ $544,488$55,706$6,209,001
2012$5,228,355$3,850▲ $474,768$96,676$5,589,110
2011$4,428,650$2,320▲ $914,470$97,937$5,228,355
Compensation and Service Providers

Employees

NameTitleOtherTotal
John KruegerVP of Finance/is & Treasur$141,439$141,439

Board Members and Trustees

NameTitle
John BerminghamChair
Kenneth a ArnesonPresident/CEO
Scott DeckerVice-chair
Arline SitterDirector
Barbara CookDirector
Carol CameronDirector
Cathy SchererDirector
Ginna NelsonDirector
Helen Lord-burrDirector
Mary HansenDirector
Pam RuderDirector
Randy HusmanDirector
Rick PicardDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Retirement CommunityManagement Services1130 NORTH WESTFIELD STREET, Oshkosh, WI 54902$130,958
Revenue and Support

Revenue Composition

Contributions and Grants
$270,349
Program Service Revenue
$0
Investment Income
$832,529
Other Revenue
$0
All Other Contributions
$270,349
Change in Net Assets
$267,964

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,075,590
Revenue Not Reported on Financial Statements
$27,288
Revenue Not Reported on Form 990
$-1,057,236
Total Revenue per Audited Statements
$18,354
Total Revenue per Form 990
$1,102,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$587,040
Other Expenses$247,874
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$561,007--$561,007
Fees for Services Management-$130,958-$130,958
Fees for Service Investment Mgmnt Fees-$82,149-$82,149
Grants to Domestic Individuals$26,033--$26,033
All Other Expenses-$20,867-$20,867
Fees for Services Accounting-$8,147-$8,147
Office Expenses-$2,398-$2,398
Fees for Services Other-$1,676-$1,676
Other Expenses-$188-$188
Total Functional Expenses$587,040$247,874$0$834,914

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$834,914
Expenses per Audited Statements$807,626
Total Expenses per Audited Statements$807,626
Expenses Not Reported on Financial Statements$27,288
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evergreen Retirement Community IncOshkosh, WI501(c)(3)Benevolent Need, Special Projects (restricted Funds), Grounds Beautification, and Special Projects Approved by the Board (unrestricted Funds).$561,007
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$248,360
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

General management services and accounting functions are provided by evergreen retirement community, inc, a related entity.

Form 990, Part VI, Section A, Line 7B

Amendment of the bylaws related to amending the bylaws and dissolving the organization requires approval of the board of directors of evergreen retirement community, inc.

Form 990, Part VI, Section B, Line 11

The form 990 was reviewed in detail by the organization's treasurer. An electronic version of the form 990 was posted on the board of director's web page with members given the opportunity to review it prior to filing.

Form 990, Part VI, Section B, Line 12

The organization has a conflict of interest policy that applies to all employees and it has a code of conduct policy that applies to all board members. However, the code of conduct policy is not sufficient to answer yes to form 990, part vi, line 12c. Board members are required to annually disclose any conflicts of interest and to conduct business with evergreen in a manner that supports the interests of evergreen and avoids unfair personal advantage. Non-compliance with the code of conduct may result in removal from the board following an opportunity for explanation to the full board.

Form 990, Part VI, Section C, Line 19

Evergreen 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.

Filing and Contact Details

Filer

Filer Name
Evergreen Foundation Inc
EIN
39-1388991
Phone
9202332340
Address
1130 NORTH WESTFIELD STREET, OSHKOSH, WI 54902-3217

Signing Officer

Name
John M Krueger
Title
CPA
Phone
9202332340
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth a Arneson
Formed
1981
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in interest in foundation -1,687. Change in beneficial interest in trust -112,965.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment funds benevolent needs for residents of evergreen retirement community who have exhausted their personal resources, woodlands preservation, lifecare learning, pastoral care, creative arts, grounds beautification and unrestricted uses.

PART X, LINE 2:

The 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.

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IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0488870
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0587040
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt026033
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt026033
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0561007
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0561007
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04456642
IRS990/GrossReceiptsAmt05070650
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt013167
IRS990/InventoriesForSaleOrUseGrp/EOYAmt09209
IRS990/InvestmentIncomeGrp/ExclusionAmt0343659
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0343659
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012558075
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012152472
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03967772
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EVERGREEN 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014887188
IRS990/NetAssetsOrFundBalancesEOYAmt014097916
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0488870
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0488870
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-942584
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02398
IRS990/OfficeExpensesGrp/TotalAmt02398
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01627328
IRS990/OtherAssetsTotalGrp/EOYAmt01512676
IRS990/OtherChangesInNetAssetsAmt0-114652
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2RENTAL/LEASE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01278
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1213
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2188
IRS990/OtherExpensesGrp/TotalAmt01278
IRS990/OtherExpensesGrp/TotalAmt1213
IRS990/OtherExpensesGrp/TotalAmt2188
IRS990/OtherLiabilitiesGrp/BOYAmt060944
IRS990/OtherLiabilitiesGrp/EOYAmt0248360
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0600000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0600000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04045607
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03926290
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0148205
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt063416
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH A ARNESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0622933
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0530796
IRS990/PYInvestmentIncomeAmt0538459
IRS990/PYOtherExpensesAmt0270175
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0360421
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0800971
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01161392
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0267964
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01075590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0270348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0622933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01275639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0304645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0317662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02791227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0343659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0339537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0331428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0293809
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0277163
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01585596
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45970
IRS990ScheduleA/PublicSupportPY170Pct00.45020
IRS990ScheduleA/PublicSupportTotal170Amt02012208
IRS990ScheduleA/SubstantialContributorsTotAmt0779019
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0270348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0622933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01275639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0304645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0317662
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02791227
IRS990ScheduleA/TotalSupportAmt04376823
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.35200
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt025570
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06358425
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0-6352
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06079792
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-186639
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt060173
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt024553
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06209001
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt061620
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06358425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0169491
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt057134
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt023550
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05589110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0154659
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06209001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0544488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt055706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021187
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05228355
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05589110
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0474768
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt096676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt019148
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04428650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05228355
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0914470
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt097937
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt027288
IRS990ScheduleD/ExpensesSubtotalAmt0807626
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt027288
IRS990ScheduleD/InvestmentExpensesNotIncldAmt027288
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1057236
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01478789
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt133887
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST IN NET ASSETS OF FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0248360
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.64300
IRS990ScheduleD/RevenueNotReportedAmt0-1057236
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt027288
IRS990ScheduleD/RevenueSubtotalAmt01075590
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUNDS BENEVOLENT NEEDS FOR RESIDENTS OF EVERGREEN RETIREMENT COMMUNITY WHO HAVE EXHAUSTED THEIR PERSONAL RESOURCES, WOODLANDS PRESERVATION, LIFECARE LEARNING, PASTORAL CARE, CREATIVE ARTS, GROUNDS BEAUTIFICATION AND UNRESTRICTED USES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01512676
IRS990ScheduleD/TotalExpensesPerForm990Amt0834914
IRS990ScheduleD/TotalLiabilityAmt0248360
IRS990ScheduleD/TotalRevenuePerForm990Amt01102878
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018354
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0807626
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026033
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/RecipientTable/CashGrantAmt0561007
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EVERGREEN RETIREMENT COMMUNITY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391081800
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01130 NORTH WESTFIELD STREET

Document Assets

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Filings

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
Peer Organizations

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