Civic Intelligence

Evergreen Manor Foundation Inc.

990 • Fiscal year 2016 • EIN 39-1388991

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 11, 2017

Organization ProfileWWW.EVERGREENOSHKOSH.COM
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

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.19x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

91st percentile

45%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

68th percentile

$237,601

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

75th percentile

9.8%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

32%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$15,749,427

Up $1,400,883 (+9.8%) from 2015

Net Assets

Up

$15,464,938

Up $1,367,022 (+9.7%) from 2015

Liabilities

Up

$284,489

Up $33,861 (+14%) from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin91st percentile

Revenue

Up

$1,459,379

Up $356,501 (+32%) from 2015

Expenses

Down

$799,434

Down $35,480 (-4.2%) from 2015

Net Income

Up

$659,945

Up $391,981 (+146%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2016

Assets$15,749,427
Liabilities$284,489
Net Assets$15,464,938
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

2016

Revenue$1,459,379
Expenses$799,434
Net Income$659,945
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 11, 2017
Return Version
2016v3.0
Gross Receipts
$7,582,088
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$12,152,472$13,903,599▲ $1,751,127
Other Notes and Loans Receivable, Net$600,000--
Cash and Non-Interest-Bearing Accounts$10,771$243,708▲ $232,937
Pledges and Grants Receivable$63,416$74,026▲ $10,610
Inventories for Sale or Use$9,209$10,010▲ $801
Total Assets$14,348,544$15,749,427▲ $1,400,883
Other Assets Total$1,512,676$1,518,084▲ $5,408
Liabilities
Other Liabilities$248,360$279,091▲ $30,731
Accounts Payable and Accrued Expenses$2,268$5,398▲ $3,130
Total Liabilities$250,628$284,489▲ $33,861
Net Assets / Fund Balance
Unrestricted Net Assets$9,515,896$10,603,797▲ $1,087,901
Permanently Rstr Net Assets$3,926,290$3,938,408▲ $12,118
Temporarily Rstr Net Assets$655,730$922,733▲ $267,003
Total Net Assets Fund Balance$14,097,916$15,464,938▲ $1,367,022
Total Liabilities and Net Assets / Fund Balance$14,348,544$15,749,427▲ $1,400,883

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$34,987--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$6,079,792$7,810▲ $363,749$49,744$6,375,906
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
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Cathy SchererChair
Kenneth a ArnesonPresident/CEO
Rick PicardVice-chair
Barbara CookDirector
Carol CameronDirector
Ginna NelsonDirector
Helen Lord-burrDirector
John BerminghamDirector
Kathy ProppDirector
Mary HansenDirector
Pam RuderDirector
Randy HusmanDirector
Scott DeckerDirector
Tom WintheiserDirector
John KruegerVP of Finance/is & Treasur

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Retirement CommunityManagement Services1130 NORTH WESTFIELD STREET, Oshkosh, WI 54902$154,028
Revenue and Support

Revenue Composition

Contributions and Grants
$1,017,906
Program Service Revenue
$0
Investment Income
$441,473
Other Revenue
$0
All Other Contributions
$1,017,906
Change in Net Assets
$659,945

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,432,831
Revenue Not Reported on Financial Statements
$26,548
Revenue Not Reported on Form 990
$707,077
Total Revenue per Audited Statements
$2,139,908
Total Revenue per Form 990
$1,459,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$524,035
Other Expenses$275,399
Total Fundraising Expense$20,556
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$499,592--$499,592
Fees for Services Management-$154,028-$154,028
Fees for Service Investment Mgmnt Fees-$83,743-$83,743
Grants to Domestic Individuals$24,443--$24,443
Fees for Services Other$154$4,513$18,112$22,779
Fees for Services Accounting-$8,157-$8,157
Office Expenses--$734$734
Other Expenses-$564$860$564
Total Functional Expenses$524,189$254,689$20,556$799,434

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$799,434
Expenses per Audited Statements$772,886
Total Expenses per Audited Statements$772,886
Expenses Not Reported on Financial Statements$26,548
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).$499,592
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$279,091
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 11B

“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 12C

“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. 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
2017-08-11
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 1,100. Change in beneficial interest in trust 4,308.”

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 XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in interest in foundation 1,100. Change in beneficial interest in trust 4,308.”

Raw XML AppendixShowing 400 of 617 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF FINANCE/IS & TREASUR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt089824
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0524035
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024443
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024443
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0499592
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0499592
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06212533
IRS990/GrossReceiptsAmt07582088
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt09209
IRS990/InventoriesForSaleOrUseGrp/EOYAmt010010
IRS990/InvestmentIncomeGrp/ExclusionAmt0351649
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0351649
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012152472
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013903599
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06122709
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/NetAssetsOrFundBalancesBOYAmt014097916
IRS990/NetAssetsOrFundBalancesEOYAmt015464938
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt089824
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt089824
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0701669
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0734
IRS990/OfficeExpensesGrp/TotalAmt0734
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01512676
IRS990/OtherAssetsTotalGrp/EOYAmt01518084
IRS990/OtherChangesInNetAssetsAmt05408
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0850
IRS990/OtherExpensesGrp/FundraisingAmt1860
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03684
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1564
IRS990/OtherExpensesGrp/TotalAmt04534
IRS990/OtherExpensesGrp/TotalAmt1860
IRS990/OtherExpensesGrp/TotalAmt2564
IRS990/OtherLiabilitiesGrp/BOYAmt0248360
IRS990/OtherLiabilitiesGrp/EOYAmt0279091
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0600000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03926290
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03938408
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt063416
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt074026
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH A ARNESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0270349
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0587040
IRS990/PYInvestmentIncomeAmt0832529
IRS990/PYOtherExpensesAmt0247874
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0267964
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0834914
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01102878
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0659945
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01017906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0270348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0622933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01275639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0304645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03491471
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0351649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0343659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0339537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0331428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0293809
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01660082
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44500
IRS990ScheduleA/PublicSupportPY170Pct00.45970
IRS990ScheduleA/PublicSupportTotal170Amt02292226
IRS990ScheduleA/SubstantialContributorsTotAmt01199245
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01017906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0270348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0622933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01275639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0304645
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03491471
IRS990ScheduleA/TotalSupportAmt05151553
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/BoardDesignatedBalanceEOYPct00.37200
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt025701
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06079792
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07810
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06375906
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0363749
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt049744
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt025570
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06358425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0-6352
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06079792
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-186639
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt060173
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024553
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06209001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt061620
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06358425
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0169491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt057134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt023550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05589110
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0154659
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06209001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0544488
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt055706
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt021187
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05228355
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05589110
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0474768
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt096676
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt026548
IRS990ScheduleD/ExpensesSubtotalAmt0772886
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt026548
IRS990ScheduleD/InvestmentExpensesNotIncldAmt026548
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0701669
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01483097
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt134987
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST IN NET ASSETS OF FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0279091
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt05408
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.61300
IRS990ScheduleD/RevenueNotReportedAmt0707077
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026548
IRS990ScheduleD/RevenueSubtotalAmt01432831
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/ExplanationTxt1CHANGE IN INTEREST IN FOUNDATION 1,100. CHANGE IN BENEFICIAL INTEREST IN TRUST 4,308.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01518084
IRS990ScheduleD/TotalExpensesPerForm990Amt0799434
IRS990ScheduleD/TotalLiabilityAmt0279091
IRS990ScheduleD/TotalRevenuePerForm990Amt01459379
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02139908
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0772886
IRS990ScheduleI/GrantRecordsMaintainedInd01

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,749,427
Liabilities
$284,489
Net assets
$15,464,938
Revenue
$1,459,379
Expenses
$799,434
Net income
$659,945
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