Liabilities / Assets
17th percentile
Higher debt load relative to assets than 17% of similar nonprofits.
990 • Fiscal year 2020 • EIN 39-1388991
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Higher debt load relative to assets than 17% of similar nonprofits.
Liabilities / Revenue
47th percentile
Higher debt load relative to revenue than 47% of similar nonprofits.
Net Margin
64th percentile
Higher net margin than 64% of similar nonprofits.
Top Officer Pay
71st percentile
Higher top officer pay than 71% of similar nonprofits.
Top officer pay equals 20.1% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Assets
Up$20,231,238
Up $2,258,293 (+13%) from 2019
Net Assets
Up$19,905,074
Up $1,988,507 (+11%) from 2019
Liabilities
Up$326,164
Up $269,786 (+479%) from 2019
Revenue
Up$1,257,949
Up $154,179 (+14%) from 2019
Expenses
Up$1,131,214
Up $162,273 (+17%) from 2019
Net Income
Down$126,735
Down $8,094 (-6.0%) from 2019
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 | $16,304,654 | $18,414,937 | ▲ $2,110,283 |
| Cash and Non-Interest-Bearing Accounts | $2,039 | $4,283 | ▲ $2,244 |
| Inventories for Sale or Use | $3,756 | $0 | ▼ $3,756 |
| Pledges and Grants Receivable | $8,726 | $200 | ▼ $8,526 |
| Total Assets | $17,972,945 | $20,231,238 | ▲ $2,258,293 |
| Other Assets Total | $1,653,770 | $1,811,818 | ▲ $158,048 |
| Liabilities | |||
| Other Liabilities | $55,524 | $325,680 | ▲ $270,156 |
| Accounts Payable and Accrued Expenses | $854 | $484 | ▼ $370 |
| Total Liabilities | $56,378 | $326,164 | ▲ $269,786 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $12,784,207 | $14,680,857 | ▲ $1,896,650 |
| Net Assets With Donor Restrictions | $5,132,360 | $5,224,217 | ▲ $91,857 |
| Total Net Assets Fund Balance | $17,916,567 | $19,905,074 | ▲ $1,988,507 |
| Total Liabilities and Net Assets / Fund Balance | $17,972,945 | $20,231,238 | ▲ $2,258,293 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $46,291 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2020 | $8,677,264 | $22,450 | ▲ $1,006,818 | $59,932 | $9,606,849 |
| 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 |
| Name | Title | Other | Total |
|---|---|---|---|
| Erin Sanders | VP of Human Resources | $131,057 | $131,057 |
| Peggy Bellin | VP Health & Support Services | $122,460 | $122,460 |
| Billie Jo Higgens | CFO/treasurer Starting June | $105,577 | $105,577 |
| John Krueger Until June | VP of Finance & Is/treasur | $99,252 | $99,252 |
| Lisa Ruiz | Interm Executive Assistant/secret | $53,821 | $53,821 |
| Sharon Boyce | Executive Assistant/secret | $25,634 | $25,634 |
| Name | Title |
|---|---|
| Rick Picard | Chair |
| Kenneth a Arneson | President/CEO |
| Mary Hansen | Vice Chair |
| Cathy Scherer | Director |
| Ginna Nelson | Director |
| Kathy Propp | Director |
| Pam Ruder | Director |
| Patti Andresen-shew | Director |
| Tom Wintheiser | Director |
| Wayne Oehler | Director |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Evergreen Retirement Community | Management Services | 1130 NORTH WESTFIELD STREET, Oshkosh, WI 54902 | $171,328 |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $829,624 |
| Other Expenses | $301,590 |
| Total Fundraising Expense | $566 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $810,860 | - | - | $810,860 |
| Fees for Services Management | - | $171,328 | - | $171,328 |
| Fees for Service Investment Mgmnt Fees | - | $101,194 | - | $101,194 |
| Fees for Services Other | - | $19,026 | - | $19,026 |
| Grants to Domestic Individuals | $18,764 | - | - | $18,764 |
| Fees for Services Accounting | - | $9,300 | - | $9,300 |
| Office Expenses | - | - | $289 | $289 |
| Other Expenses | - | $74 | $38 | $74 |
| Total Functional Expenses | $829,624 | $301,024 | $566 | $1,131,214 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $1,131,214 |
| Expenses per Audited Statements | $1,030,020 |
| Total Expenses per Audited Statements | $1,030,020 |
| Expenses Not Reported on Financial Statements | $101,194 |
| 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). | $810,860 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Affiliate | $325,680 |
“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 3,575. Change in beneficial interest in trust 154,473.”
“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 3,575. Change in beneficial interest in trust 154,473.”
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 | 854 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 484 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO USE AND SECURE RESOURCES IN SUPPORT OF THE EVERGREEN RETIREMENT COMMUNITY VISION. |
| IRS990/AllOtherContributionsAmt | 0 | 794864 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BILLIE JO HIGGINS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9202372184 |
| 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/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 2039 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 4283 |
| 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 | 171328 |
| 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 | 794864 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 829624 |
| IRS990/CYInvestmentIncomeAmt | 0 | 463085 |
| IRS990/CYOtherExpensesAmt | 0 | 301590 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 126735 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 1131214 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 566 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1257949 |
| 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/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 5132360 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 5224217 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 829624 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 9300 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 9300 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 171328 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 171328 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 19026 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 19026 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 101194 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 101194 |
| 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/AverageHoursPerWeekRltdOrgRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 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/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| 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/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | 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 | 15673 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 5310 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 2846 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 175 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 9000 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 17402 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 22524 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RICK PICARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARY HANSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PATTI ANDRESEN-SHEW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | GINNA NELSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | PAM RUDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | TOM WINTHEISER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | KATHY PROPP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | WAYNE OEHLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CATHY SCHERER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | KENNETH A ARNESON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JOHN KRUEGER UNTIL JUNE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | SHARON BOYCE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | BILLIE JO HIGGENS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | LISA RUIZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | PEGGY BELLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | ERIN SANDERS |
| 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/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 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 | 236580 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 93942 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 22788 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 105402 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 44821 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 105058 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 108533 |
| 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 | PRESIDENT/CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | VP OF FINANCE & IS/TREASUR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | EXECUTIVE ASSISTANT/SECRET |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | CFO/TREASURER STARTING JUNE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | INTERM EXECUTIVE ASSISTANT/SECRET |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | VP HEALTH & SUPPORT SERVICES |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | VP OF HUMAN RESOURCES |
| 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 | 169109 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantAmt | 0 | 829624 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 18764 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 18764 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 810860 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 810860 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 4826890 |
| IRS990/GrossReceiptsAmt | 0 | 5915730 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 3756 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 293976 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 293976 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 16304654 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 18414937 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 4657781 |
| 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 | 17916567 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 19905074 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 169109 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 169109 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1703724 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 12784207 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 14680857 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 289 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 289 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1653770 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1811818 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 158048 |
| IRS990/OtherExpensesGrp/Desc | 0 | SUPPLIES |
| IRS990/OtherExpensesGrp/Desc | 1 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/Desc | 2 | LICENSES AND FEES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 239 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 38 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 102 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 74 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 239 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 140 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 74 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 55524 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 325680 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 8726 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 200 |
| 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 | 596834 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 670920 |
| IRS990/PYInvestmentIncomeAmt | 0 | 506936 |
| IRS990/PYOtherExpensesAmt | 0 | 298021 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 134829 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 968941 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1103770 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 126735 |
| 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 | 794864 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 596834 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 434783 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1078677 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1017906 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 3923064 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 293976 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 335863 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 289728 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 337888 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 351649 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1609104 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.40380 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.38590 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 2233748 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 1689316 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 794864 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 596834 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 434783 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1078677 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1017906 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 3923064 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 5532168 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.45887 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 39751 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 8677264 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 22450 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 9606849 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1006818 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 59932 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 37163 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7448232 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 448 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 8677264 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1327688 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 60892 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 39281 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7918740 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 62563 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 7448232 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -433229 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 60561 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 34398 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6425527 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 677925 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 7918740 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 898650 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 48964 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 25701 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6129413 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 7810 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6425527 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 363749 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 49744 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 1 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 101194 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 1030020 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 101194 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 101194 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1703724 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1765527 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 46291 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | BENEFICIAL INTEREST IN TRUST |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | INTEREST IN NET ASSETS OF FOUNDATION |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 325680 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO AFFILIATE |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 158048 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.51867 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1861772 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 101194 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 1156755 |
| 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 3,575. CHANGE IN BENEFICIAL INTEREST IN TRUST 154,473. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.02246 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.