Civic Intelligence

Evergreen Manor Foundation Inc.

990 • Fiscal year 2019 • EIN 39-1388991

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.05x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$249,697

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$17,972,945

Up $2,732,961 (+18%) from 2018

Net Assets

Up

$17,916,567

Up $2,760,724 (+18%) from 2018

Liabilities

Down

$56,378

Down $27,763 (-33%) from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin71st percentile

Revenue

Down

$1,103,770

Down $307,734 (-22%) from 2018

Expenses

Up

$968,941

Up $81,427 (+9.2%) from 2018

Net Income

Down

$134,829

Down $389,161 (-74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2019

Assets$17,972,945
Liabilities$56,378
Net Assets$17,916,567
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$1,103,770
Expenses$968,941
Net Income$134,829
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$6,072,568
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$13,753,142$16,304,654▲ $2,551,512
Pledges and Grants Receivable$18,744$8,726▼ $10,018
Inventories for Sale or Use$3,868$3,756▼ $112
Cash and Non-Interest-Bearing Accounts$214$2,039▲ $1,825
Total Assets$15,239,984$17,972,945▲ $2,732,961
Other Assets Total$1,464,016$1,653,770▲ $189,754
Liabilities
Other Liabilities$84,066$55,524▼ $28,542
Accounts Payable and Accrued Expenses$75$854▲ $779
Total Liabilities$84,141$56,378▼ $27,763
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,244,869$12,784,207▲ $2,539,338
Net Assets With Donor Restrictions$4,910,974$5,132,360▲ $221,386
Total Net Assets Fund Balance$15,155,843$17,916,567▲ $2,760,724
Total Liabilities and Net Assets / Fund Balance$15,239,984$17,972,945▲ $2,732,961

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$42,716--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,448,232$448▲ $1,327,688$60,892$8,677,264
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
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleOtherTotal
John KruegerVP of Finance & Is/treasur$139,920$139,920
Sharon BoyceExecutive Assistant/secret$30,473$30,473

Board Members and Trustees

NameTitle
Rick PicardChair
Kenneth a ArnesonPresident/CEO
Mary HansenVice Chair
Brenda RolliDirector
Ginna NelsonDirector
Kathy ProppDirector
Pam RuderDirector
Patti Andresen-shewDirector
Tom WintheiserDirector
Wayne OehlerDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Retirement CommunityManagement Services1130 NORTH WESTFIELD STREET, Oshkosh, WI 54902$172,150
Revenue and Support

Revenue Composition

Contributions and Grants
$596,834
Program Service Revenue
$0
Investment Income
$506,936
Other Revenue
$0
All Other Contributions
$596,834
Change in Net Assets
$134,829

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,072,059
Revenue Not Reported on Financial Statements
$31,711
Revenue Not Reported on Form 990
$2,625,895
Total Revenue per Audited Statements
$3,697,954
Total Revenue per Form 990
$1,103,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$670,920
Other Expenses$298,021
Total Fundraising Expense$717
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$659,528--$659,528
Fees for Services Management-$172,150-$172,150
Fees for Service Investment Mgmnt Fees-$97,391-$97,391
Fees for Services Other-$19,276-$19,276
Grants to Domestic Individuals$11,392--$11,392
Fees for Services Accounting-$9,270-$9,270
Office Expenses--$257$257
Other Expenses-$-871$460$-871
Total Functional Expenses$670,920$297,304$717$968,941

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$968,941
Expenses per Audited Statements$937,230
Total Expenses per Audited Statements$937,230
Expenses Not Reported on Financial Statements$31,711
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).$659,528
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$55,524
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 35% controlled entity
No
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
Billie Jo Higgins
Title
Treasurer
Phone
9202332340
Signed
2020-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth a Arneson
Formed
1981
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

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 6,520. Change in beneficial interest in trust 183,234.”

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 6,520. Change in beneficial interest in trust 183,234.”

Raw XML AppendixShowing 400 of 564 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/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03868
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03756
IRS990/InvestmentIncomeGrp/ExclusionAmt0335863
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0335863
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013753142
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016304654
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04968798
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/NetAssetsOrFundBalancesBOYAmt015155843
IRS990/NetAssetsOrFundBalancesEOYAmt017916567
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0171073
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0171073
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02436141
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010244869
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012784207
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0257
IRS990/OfficeExpensesGrp/TotalAmt0257
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01464016
IRS990/OtherAssetsTotalGrp/EOYAmt01653770
IRS990/OtherChangesInNetAssetsAmt0189754
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1LICENSES AND FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0460
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt088
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-871
IRS990/OtherExpensesGrp/TotalAmt0460
IRS990/OtherExpensesGrp/TotalAmt188
IRS990/OtherExpensesGrp/TotalAmt2-871
IRS990/OtherLiabilitiesGrp/BOYAmt084066
IRS990/OtherLiabilitiesGrp/EOYAmt055524
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt018744
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08726
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH A ARNESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0434783
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0592936
IRS990/PYInvestmentIncomeAmt0976721
IRS990/PYOtherExpensesAmt0294578
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0523990
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0887514
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01411504
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0134829
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0596834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0434783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01078677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01017906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0270348
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03398548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0335863
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0289728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0337888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0351649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0343659
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01658787
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38590
IRS990ScheduleA/PublicSupportPY170Pct00.40710
IRS990ScheduleA/PublicSupportTotal170Amt01951572
IRS990ScheduleA/SubstantialContributorsTotAmt01446976
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0596834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0434783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01078677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01017906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0270348
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03398548
IRS990ScheduleA/TotalSupportAmt05057335
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/BoardDesignatedBalanceEOYPct00.42360
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt037163
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07448232
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0448
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08677264
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01327688
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt060892
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt039281
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07918740
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt062563
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07448232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-433229
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt060561
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt034398
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06425527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0677925
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07918740
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0898650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt048964
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt025701
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06129413
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07810
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06425527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0363749
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt049744
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt025570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06358525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0-6352
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06129413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-137017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt060173
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt031711
IRS990ScheduleD/ExpensesSubtotalAmt0937230
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt031711
IRS990ScheduleD/InvestmentExpensesNotIncldAmt031711
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02436141
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01611054
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt142716
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST IN NET ASSETS OF FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt055524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt0189754
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.55380
IRS990ScheduleD/RevenueNotReportedAmt02625895
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt031711
IRS990ScheduleD/RevenueSubtotalAmt01072059
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 6,520. CHANGE IN BENEFICIAL INTEREST IN TRUST 183,234.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02260
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01653770
IRS990ScheduleD/TotalExpensesPerForm990Amt0968941
IRS990ScheduleD/TotalLiabilityAmt055524
IRS990ScheduleD/TotalRevenuePerForm990Amt01103770
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03697954
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0937230
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011392
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt0659528
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
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ONLY DISTRIBUTES FUNDS TO EVERGREEN RETIREMENT COMMUNITY, INC. FUNDS FOR THE BENEVOLENT NEED ARE BUDGETED AT A SPECIFIC LEVEL EACH YEAR AND DISBURSED MONTHLY. RESTRICTED FUNDS FOR SPECIAL PROJECTS ARE DISBURSED WHEN EVIDENCE OF THE PROJECT'S COMPLETION IS PROVIDED. UNRESTRICTED FUNDS ALLOCATED FOR DISTRIBUTION BY THE BOARD FOR A SPECIFIC USE ARE DISBURSED WHEN EVIDENCE OF THE PROJECT'S COMPLETION IS PROVIDED. GRANTS FOR EDUCATION ASSISTANCE ARE ONLY DISBURSED AFTER DOCUMENTATION OF AMOUNTS PAID IS PROVIDED BY RECIPIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd01
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,972,945
Liabilities
$56,378
Net assets
$17,916,567
Revenue
$1,103,770
Expenses
$968,941
Net income
$134,829
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