Civic Intelligence

Evergreen Manor Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1388991

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

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

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

0.06x

Higher debt load relative to revenue than 19% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$245,875

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

14th percentile

-7.2%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-23%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$15,239,984

Down $1,187,013 (-7.2%) from 2017

Net Assets

Down

$15,155,843

Down $1,238,513 (-7.6%) from 2017

Liabilities

Up

$84,141

Up $51,500 (+158%) from 2017

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin86th percentile

Revenue

Down

$1,411,504

Down $419,335 (-23%) from 2017

Expenses

Down

$887,514

Down $1,467,230 (-62%) from 2017

Net Income

Up

$523,990

Up $1,047,895 (+200%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2018

Assets$15,239,984
Liabilities$84,141
Net Assets$15,155,843
Open 2018 Filing

Operations Trend

Revenue Growth11th 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

2018

Revenue$1,411,504
Expenses$887,514
Net Income$523,990
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$6,132,026
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$14,692,574$13,753,142▼ $939,432
Pledges and Grants Receivable$49,201$18,744▼ $30,457
Inventories for Sale or Use$4,839$3,868▼ $971
Cash and Non-Interest-Bearing Accounts$4,634$214▼ $4,420
Total Assets$16,426,997$15,239,984▼ $1,187,013
Other Assets Total$1,675,749$1,464,016▼ $211,733
Liabilities
Other Liabilities$32,168$84,066▲ $51,898
Accounts Payable and Accrued Expenses$473$75▼ $398
Total Liabilities$32,641$84,141▲ $51,500
Net Assets / Fund Balance
Unrestricted Net Assets$11,258,849$10,244,869▼ $1,013,980
Permanently Rstr Net Assets$4,769,269$4,622,768▼ $146,501
Temporarily Rstr Net Assets$366,238$288,206▼ $78,032
Total Net Assets Fund Balance$16,394,356$15,155,843▼ $1,238,513
Total Liabilities and Net Assets / Fund Balance$16,426,997$15,239,984▼ $1,187,013

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$36,196--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$7,918,740$62,563▼ $433,229$60,561$7,448,232
2017$6,425,527$677,925▲ $898,650$48,964$7,918,740
2016$6,129,413$7,810▲ $363,749$49,744$6,425,527
2015$6,358,525$-6,352▼ $137,017$60,173$6,129,413
2014$6,209,101$61,620▲ $169,491$57,134$6,358,525
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleOtherTotal
John KruegerVP of Finance & Is/treasur$140,931$140,931
Sharon BoyceExecutive Assistant/secretary$46,607$46,607

Board Members and Trustees

NameTitle
Rick PicardChair
Kenneth a ArnesonPresident/CEO
Mary HansenVice Chair
Carol CameronDirector
Cathy SchererDirector
Ginna NelsonDirector
Kathy ProppDirector
Pam RuderDirector
Patti Andresen-shewDirector
Randy HusmanDirector
Scott DeckerDirector
The Reverend Canon Charles CasonDirector
Tom WintheiserDirector
Wayne OehlerDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Retirement CommunityManagement Services1130 NORTH WESTFIELD STREET, Oshkosh, WI 54902$167,283
Revenue and Support

Revenue Composition

Contributions and Grants
$434,783
Program Service Revenue
$0
Investment Income
$976,721
Other Revenue
$0
All Other Contributions
$434,783
Change in Net Assets
$523,990

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,380,655
Revenue Not Reported on Financial Statements
$30,849
Revenue Not Reported on Form 990
$-1,762,503
Total Revenue per Audited Statements
$-381,848
Total Revenue per Form 990
$1,411,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$592,936
Other Expenses$294,578
Total Fundraising Expense$723
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$583,871--$583,871
Fees for Services Management-$167,283-$167,283
Fees for Service Investment Mgmnt Fees-$96,407-$96,407
Fees for Services Other-$18,249-$18,249
Grants to Domestic Individuals$9,065--$9,065
Fees for Services Accounting-$8,850-$8,850
Office Expenses--$163$163
Other Expenses-$94$560$94
Total Functional Expenses$592,936$293,855$723$887,514

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$887,514
Expenses per Audited Statements$856,665
Total Expenses per Audited Statements$856,665
Expenses Not Reported on Financial Statements$30,849
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).$583,871
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$84,066
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
Treasurer
Phone
9202332340
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth a Arneson
Formed
1981
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in interest in foundation -3,520. Change in beneficial interest in trust -208,213.”

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 -3,520. Change in beneficial interest in trust -208,213.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“OTHER ADJUSTMENTS”

Raw XML AppendixShowing 400 of 593 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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF FINANCE & IS/TREASUR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE ASSISTANT/SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0686993
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0592936
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt09065
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt09065
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0583871
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0583871
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05407515
IRS990/GrossReceiptsAmt06132026
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04839
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03868
IRS990/InvestmentIncomeGrp/ExclusionAmt0289728
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0289728
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014692574
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013753142
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04720522
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/NetAssetsOrFundBalancesBOYAmt016394356
IRS990/NetAssetsOrFundBalancesEOYAmt015155843
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0686993
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0686993
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1550770
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0163
IRS990/OfficeExpensesGrp/TotalAmt0163
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01675749
IRS990/OtherAssetsTotalGrp/EOYAmt01464016
IRS990/OtherChangesInNetAssetsAmt0-211733
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3LICENSES AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt0560
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02450
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt394
IRS990/OtherExpensesGrp/TotalAmt02450
IRS990/OtherExpensesGrp/TotalAmt1582
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/OtherExpensesGrp/TotalAmt394
IRS990/OtherLiabilitiesGrp/BOYAmt032168
IRS990/OtherLiabilitiesGrp/EOYAmt084066
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04769269
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04622768
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt049201
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt018744
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH A ARNESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01078677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02067861
IRS990/PYInvestmentIncomeAmt0752162
IRS990/PYOtherExpensesAmt0286883
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-523905
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02354744
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01830839
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0523990
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0434783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01078677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01017906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0270348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0622933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03424647
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0289728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0337888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0351649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0343659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0339537
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01662461
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40710
IRS990ScheduleA/PublicSupportPY170Pct00.40820
IRS990ScheduleA/PublicSupportTotal170Amt02070776
IRS990ScheduleA/SubstantialContributorsTotAmt01353871
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0434783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01078677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01017906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0270348
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0622933
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03424647
IRS990ScheduleA/TotalSupportAmt05087108
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.35800
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt039281
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07918740
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt062563
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07448232
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-433229
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt060561
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt034398
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06425527
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0677925
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07918740
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0898650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt048964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt025701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06129413
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06425527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0363749
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt049744
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt025570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06358525
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0-6352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06129413
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-137017
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt060173
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt024553
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06209101
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt061620
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06358525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0169491
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt057134
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030849
IRS990ScheduleD/ExpensesSubtotalAmt0856665
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030849
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030849
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1550770
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01427820
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt136196
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST IN NET ASSETS OF FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt084066
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt0-211733
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.62070
IRS990ScheduleD/RevenueNotReportedAmt0-1762503
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030849
IRS990ScheduleD/RevenueSubtotalAmt01380655
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 -3,520. CHANGE IN BENEFICIAL INTEREST IN TRUST -208,213.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER ADJUSTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02130
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01464016
IRS990ScheduleD/TotalExpensesPerForm990Amt0887514
IRS990ScheduleD/TotalLiabilityAmt084066
IRS990ScheduleD/TotalRevenuePerForm990Amt01411504
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-381848
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0856665
IRS990ScheduleI/GrantRecordsMaintainedInd01

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,239,984
Liabilities
$84,141
Net assets
$15,155,843
Revenue
$1,411,504
Expenses
$887,514
Net income
$523,990
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