Civic Intelligence

Evergreen Manor Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1388991

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 24, 2018

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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

10th percentile

0.02x

Higher debt load relative to revenue than 10% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$264,131

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

49th percentile

4.3%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

25%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$16,426,997

Up $677,570 (+4.3%) from 2016

Net Assets

Up

$16,394,356

Up $929,418 (+6.0%) from 2016

Liabilities

Down

$32,641

Down $251,848 (-89%) from 2016

Revenue

Up

$1,830,839

Up $371,460 (+25%) from 2016

Expenses

Up

$2,354,744

Up $1,555,310 (+195%) from 2016

Net Income

Down

-$523,905

Down $1,183,850 (-179%) from 2016

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

2017

Assets$16,426,997
Liabilities$32,641
Net Assets$16,394,356

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

2017

Revenue$1,830,839
Expenses$2,354,744
Net Income-$523,905
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 24, 2018
Return Version
2017v2.3
Gross Receipts
$10,137,657
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$13,903,599$14,692,574▲ $788,975
Pledges and Grants Receivable$74,026$49,201▼ $24,825
Inventories for Sale or Use$10,010$4,839▼ $5,171
Cash and Non-Interest-Bearing Accounts$243,708$4,634▼ $239,074
Total Assets$15,749,427$16,426,997▲ $677,570
Other Assets Total$1,518,084$1,675,749▲ $157,665
Liabilities
Other Liabilities$279,091$32,168▼ $246,923
Accounts Payable and Accrued Expenses$5,398$473▼ $4,925
Total Liabilities$284,489$32,641▼ $251,848
Net Assets / Fund Balance
Unrestricted Net Assets$10,603,797$11,258,849▲ $655,052
Permanently Rstr Net Assets$3,938,408$4,769,269▲ $830,861
Temporarily Rstr Net Assets$922,733$366,238▼ $556,495
Total Net Assets Fund Balance$15,464,938$16,394,356▲ $929,418
Total Liabilities and Net Assets / Fund Balance$15,749,427$16,426,997▲ $677,570

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$39,716--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,375,906$677,925▲ $898,650$48,964$7,869,119
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
Compensation and Service Providers

Employees

NameTitleOtherTotal
John KruegerVP of Finance/is & Treasur$138,186$138,186

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Retirement CommunityManagement Services1130 NORTH WESTFIELD STREET, Oshkosh, WI 54902$156,693
Revenue and Support

Revenue Composition

Contributions and Grants
$1,078,677
Program Service Revenue
$0
Investment Income
$752,162
Other Revenue
$0
All Other Contributions
$1,078,677
Change in Net Assets
$-523,905

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,797,181
Revenue Not Reported on Financial Statements
$33,658
Revenue Not Reported on Form 990
$1,453,469
Other Revenue Adjustments
$146
Total Revenue per Audited Statements
$3,250,650
Total Revenue per Form 990
$1,830,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,067,861
Other Expenses$286,883
Total Fundraising Expense$5,813
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,058,362--$2,058,362
Fees for Services Management-$156,693-$156,693
Fees for Service Investment Mgmnt Fees-$93,416-$93,416
Fees for Services Other$294$25,341$3,816$29,451
Grants to Domestic Individuals$9,499--$9,499
Fees for Services Accounting-$8,500-$8,500
Office Expenses--$375$375
Other Expenses-$-3,228$1,224$-2,004
Total Functional Expenses$2,068,155$280,776$5,813$2,354,744

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,354,744
Expenses per Audited Statements$2,321,232
Total Expenses per Audited Statements$2,321,232
Expenses Not Reported on Financial Statements$33,512
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).$2,058,362
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$32,168
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
2018-09-24
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 4,729. Change in beneficial interest in trust 152,936.

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 4,729. Change in beneficial interest in trust 152,936.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

OTHER ADJUSTMENTS 146.

Raw XML AppendixShowing 400 of 579 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/GrantAmt02067861
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt09499
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt09499
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02058362
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02058362
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08721092
IRS990/GrossReceiptsAmt010137657
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010010
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04839
IRS990/InvestmentIncomeGrp/ExclusionAmt0337888
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0337888
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013903599
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014692574
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08306818
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/NetAssetsOrFundBalancesBOYAmt015464938
IRS990/NetAssetsOrFundBalancesEOYAmt016394356
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0414274
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0414274
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01295658
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0375
IRS990/OfficeExpensesGrp/TotalAmt0375
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01518084
IRS990/OtherAssetsTotalGrp/EOYAmt01675749
IRS990/OtherChangesInNetAssetsAmt0157665
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0398
IRS990/OtherExpensesGrp/FundraisingAmt11224
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-3228
IRS990/OtherExpensesGrp/TotalAmt0398
IRS990/OtherExpensesGrp/TotalAmt154
IRS990/OtherExpensesGrp/TotalAmt2-2004
IRS990/OtherLiabilitiesGrp/BOYAmt0279091
IRS990/OtherLiabilitiesGrp/EOYAmt032168
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03938408
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04769269
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt074026
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt049201
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH A ARNESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01017906
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0524035
IRS990/PYInvestmentIncomeAmt0441473
IRS990/PYOtherExpensesAmt0275399
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0659945
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0799434
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01459379
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-523905
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01078677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01017906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0270348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0622933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01275639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04265503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0337888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0351649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0343659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0339537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0331428
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01704161
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40820
IRS990ScheduleA/PublicSupportPY170Pct00.44500
IRS990ScheduleA/PublicSupportTotal170Amt02436634
IRS990ScheduleA/SubstantialContributorsTotAmt01828869
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01078677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01017906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0270348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0622933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01275639
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04265503
IRS990ScheduleA/TotalSupportAmt05969664
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.37900
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt034398
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06375906
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0677925
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07869119
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0898650
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt048964
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt025701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06079792
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06375906
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0363749
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt049744
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt025570
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06358425
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0-6352
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06079792
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-186639
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt060173
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024553
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06209001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt061620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06358425
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0169491
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt057134
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt023550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05589110
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0154659
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06209001
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0544488
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt055706
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt033512
IRS990ScheduleD/ExpensesSubtotalAmt02321232
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt033512
IRS990ScheduleD/InvestmentExpensesNotIncldAmt033512
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01295804
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01636033
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt139716
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST IN NET ASSETS OF FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032168
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt0157665
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0146
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.60230
IRS990ScheduleD/RevenueNotReportedAmt01453469
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt033658
IRS990ScheduleD/RevenueSubtotalAmt01797181
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 4,729. CHANGE IN BENEFICIAL INTEREST IN TRUST 152,936.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER ADJUSTMENTS 146.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01870
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01675749
IRS990ScheduleD/TotalExpensesPerForm990Amt02354744
IRS990ScheduleD/TotalLiabilityAmt032168
IRS990ScheduleD/TotalRevenuePerForm990Amt01830839
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03250650
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02321232
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09499
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/RecipientTable/CashGrantAmt02058362
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
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OSHKOSH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054902
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A

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