Liabilities / Assets
8th percentile
Higher debt load relative to assets than 8% of similar nonprofits.
990 • Fiscal year 2017 • EIN 39-1388991
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
8th percentile
Higher debt load relative to assets than 8% of similar nonprofits.
Liabilities / Revenue
10th percentile
Higher debt load relative to revenue than 10% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 14.4% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
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
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $39,716 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 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 |
| Name | Title | Other | Total |
|---|---|---|---|
| John Krueger | VP of Finance/is & Treasur | $138,186 | $138,186 |
| Name | Title |
|---|---|
| Rick Picard | Chair |
| Kenneth a Arneson | President/CEO |
| Mary Hansen | Vice Chair |
| Carol Cameron | Director |
| Cathy Scherer | Director |
| Ginna Nelson | Director |
| Kathy Propp | Director |
| Pam Ruder | Director |
| Patti Andresen-shew | Director |
| Randy Husman | Director |
| Scott Decker | Director |
| The Reverend Canon Charles Cason | Director |
| Tom Wintheiser | Director |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Evergreen Retirement Community | Management Services | 1130 NORTH WESTFIELD STREET, Oshkosh, WI 54902 | $156,693 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| 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 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Evergreen Retirement Community Inc | Oshkosh, WI | 501(c)(3) | Benevolent Need, Special Projects (restricted Funds), Grounds Beautification, and Special Projects Approved by the Board (unrestricted Funds). | $2,058,362 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Affiliate | $32,168 |
“General management services and accounting functions are provided by evergreen retirement community, inc, a related entity.”
“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.”
“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.”
“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.”
“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.”
“Change in interest in foundation 4,729. Change in beneficial interest in trust 152,936.”
“The process has not changed from the prior year.”
“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.”
“Change in interest in foundation 4,729. Change in beneficial interest in trust 152,936.”
“OTHER ADJUSTMENTS 146.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5398 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 473 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO USE AND SECURE RESOURCES IN SUPPORT OF THE EVERGREEN RETIREMENT COMMUNITY VISION. |
| IRS990/AllOtherContributionsAmt | 0 | 1078677 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JOHN M KRUEGER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9202372110 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1130 NORTH WESTFIELD STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | OSHKOSH |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 549023217 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 243708 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 4634 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 156693 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1130 NORTH WESTFIELD STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | OSHKOSH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 54902 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | EVERGREEN RETIREMENT COMMUNITY |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MANAGEMENT SERVICES |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1078677 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 2067861 |
| IRS990/CYInvestmentIncomeAmt | 0 | 752162 |
| IRS990/CYOtherExpensesAmt | 0 | 286883 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -523905 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 2354744 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 5813 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1830839 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | THE EVERGREEN FOUNDATION SUPPORTS THE EVERGREEN VISION TO BE A "VIBRANT COMMUNITY THAT OFFERS RICH LIFE EXPERIENCES AND CHOICES IN PROGRAMS, SERVICES, AND ENVIRONMENTS FOR THOSE WE SERVE" THROUGH CHARITABLE CONTRIBUTIONS, LEAVE A LEGACY DESIGNATIONS AND VOLUNTEER INVOLVEMENT.THE EVERGREEN FOUNDATION HELPS PROVIDE DIGNITY, COMFORT AND SECURITY FOR THOSE WHO CALL EVERGREEN HOME; ENHANCES THE LIVING ENVIRONMENTS AND EXPERIENCES OFFERED TO THE RESIDENTS; AND SUPPORTS THE ACTIVITIES THE RESIDENTS ENJOY. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 2068155 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 8500 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 8500 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 156693 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 156693 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 3816 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 25341 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 294 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 29451 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 93416 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 93416 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 15105 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 23940 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RICK PICARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARY HANSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SCOTT DECKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | PATTI ANDRESEN-SHEW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | RANDY HUSMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | CAROL CAMERON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | GINNA NELSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | PAM RUDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CATHY SCHERER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | TOM WINTHEISER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KATHY PROPP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | THE REVEREND CANON CHARLES CASON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | KENNETH A ARNESON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | JOHN KRUEGER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 249026 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 114246 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | PRESIDENT/CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | VP OF FINANCE/IS & TREASUR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1981 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 414274 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantAmt | 0 | 2067861 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 9499 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 9499 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 2058362 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 2058362 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 8721092 |
| IRS990/GrossReceiptsAmt | 0 | 10137657 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 12 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 10010 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 4839 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 337888 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 337888 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 13903599 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 14692574 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 8306818 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 15464938 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 16394356 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 414274 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 414274 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1295658 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 375 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 375 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1518084 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1675749 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 157665 |
| IRS990/OtherExpensesGrp/Desc | 0 | SUPPLIES |
| IRS990/OtherExpensesGrp/Desc | 1 | DUES & SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/Desc | 2 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 398 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1224 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 54 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | -3228 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 398 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 54 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | -2004 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 279091 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 32168 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 3938408 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 4769269 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 74026 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 49201 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | KENNETH A ARNESON |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 1017906 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 524035 |
| IRS990/PYInvestmentIncomeAmt | 0 | 441473 |
| IRS990/PYOtherExpensesAmt | 0 | 275399 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 659945 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 799434 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1459379 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -523905 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1078677 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1017906 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 270348 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 622933 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1275639 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 4265503 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 337888 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 351649 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 343659 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 339537 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 331428 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1704161 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.40820 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.44500 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 2436634 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 1828869 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1078677 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1017906 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 270348 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 622933 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1275639 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 4265503 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 5969664 |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.37900 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 34398 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6375906 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 677925 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 7869119 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 898650 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 48964 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 25701 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6079792 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 7810 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6375906 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 363749 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 49744 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 25570 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6358425 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | -6352 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6079792 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -186639 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 60173 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 24553 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6209001 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 61620 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6358425 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 169491 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 57134 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 23550 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5589110 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 154659 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6209001 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 544488 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 55706 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 1 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 33512 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 2321232 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 33512 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 33512 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1295804 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1636033 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 39716 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | BENEFICIAL INTEREST IN TRUST |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | INTEREST IN NET ASSETS OF FOUNDATION |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 32168 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO AFFILIATE |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 157665 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 146 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.60230 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1453469 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 33658 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 1797181 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN INTEREST IN FOUNDATION 4,729. CHANGE IN BENEFICIAL INTEREST IN TRUST 152,936. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | OTHER ADJUSTMENTS 146. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.01870 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1675749 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 2354744 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 32168 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 1830839 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 3250650 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 2321232 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 9499 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | EDUCATIONAL GRANTS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 8 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 2058362 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc | 0 | N/A |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS). |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | EVERGREEN RETIREMENT COMMUNITY INC |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 391081800 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 1130 NORTH WESTFIELD STREET |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | OSHKOSH |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 54902 |
| IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc | 0 | N/A |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.