Civic Intelligence

Evergreen Manor Foundation Inc.

990 • Fiscal year 2020 • EIN 39-1388991

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

17th percentile

0.02x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.26x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

71st percentile

$252,253

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

64th percentile

13%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $11,101,045Liabilities 2010: $56,070Net Assets 2010: $11,044,9752010Assets 2011: $11,689,802Liabilities 2011: $20,007Net Assets 2011: $11,669,7952011Assets 2012: $12,346,954Liabilities 2012: $41,509Net Assets 2012: $12,305,4452012Assets 2013: $14,374,033Liabilities 2013: $54,142Net Assets 2013: $14,319,8912013Assets 2014: $14,953,774Liabilities 2014: $66,586Net Assets 2014: $14,887,1882014Assets 2015: $14,348,544Liabilities 2015: $250,628Net Assets 2015: $14,097,9162015Assets 2016: $15,749,427Liabilities 2016: $284,489Net Assets 2016: $15,464,9382016Assets 2017: $16,426,997Liabilities 2017: $32,641Net Assets 2017: $16,394,3562017Assets 2018: $15,239,984Liabilities 2018: $84,141Net Assets 2018: $15,155,8432018Assets 2019: $17,972,945Liabilities 2019: $56,378Net Assets 2019: $17,916,5672019Assets 2020: $20,231,238Liabilities 2020: $326,164Net Assets 2020: $19,905,0742020Assets 2021: $23,610,325Liabilities 2021: $160,403Net Assets 2021: $23,449,9222021Assets 2022: $19,987,827Liabilities 2022: $121,329Net Assets 2022: $19,866,4982022Assets 2023: $22,030,908Liabilities 2023: $578,362Net Assets 2023: $21,452,5462023Assets 2024: $23,294,451Liabilities 2024: $247,341Net Assets 2024: $23,047,1102024

Highlighted filing

2020

Assets$20,231,238
Liabilities$326,164
Net Assets$19,905,074

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $742,3812010Expenses 2011: $822,2992011Expenses 2012: $844,4152012Revenue 2013: $2,240,794Expenses 2013: $926,134Net Income 2013: $1,314,6602013Revenue 2014: $1,161,392Expenses 2014: $800,971Net Income 2014: $360,4212014Revenue 2015: $1,102,878Expenses 2015: $834,914Net Income 2015: $267,9642015Revenue 2016: $1,459,379Expenses 2016: $799,434Net Income 2016: $659,9452016Revenue 2017: $1,830,839Expenses 2017: $2,354,744Net Income 2017: -$523,9052017Revenue 2018: $1,411,504Expenses 2018: $887,514Net Income 2018: $523,9902018Revenue 2019: $1,103,770Expenses 2019: $968,941Net Income 2019: $134,8292019Revenue 2020: $1,257,949Expenses 2020: $1,131,214Net Income 2020: $126,7352020Revenue 2021: $3,246,928Expenses 2021: $1,240,032Net Income 2021: $2,006,8962021Revenue 2022: $1,740,291Expenses 2022: $1,029,959Net Income 2022: $710,3322022Revenue 2023: $1,108,819Expenses 2023: $1,421,512Net Income 2023: -$312,6932023Revenue 2024: $1,632,454Expenses 2024: $1,097,880Net Income 2024: $534,5742024

Highlighted filing

2020

Revenue$1,257,949
Expenses$1,131,214
Net Income$126,735
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$5,915,730
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$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 Categories

AssetBook ValueDepreciationBasis
Other Assets Org$46,291--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Employees

NameTitleOtherTotal
Erin SandersVP of Human Resources$131,057$131,057
Peggy BellinVP Health & Support Services$122,460$122,460
Billie Jo HiggensCFO/treasurer Starting June$105,577$105,577
John Krueger Until JuneVP of Finance & Is/treasur$99,252$99,252
Lisa RuizInterm Executive Assistant/secret$53,821$53,821
Sharon BoyceExecutive Assistant/secret$25,634$25,634

Board Members and Trustees

NameTitle
Rick PicardChair
Kenneth a ArnesonPresident/CEO
Mary HansenVice Chair
Cathy SchererDirector
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$171,328
Revenue and Support

Revenue Composition

Contributions and Grants
$794,864
Program Service Revenue
$0
Investment Income
$463,085
Other Revenue
$0
All Other Contributions
$794,864
Change in Net Assets
$126,735

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,156,755
Revenue Not Reported on Financial Statements
$101,194
Revenue Not Reported on Form 990
$1,861,772
Total Revenue per Audited Statements
$3,018,527
Total Revenue per Form 990
$1,257,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
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).$810,860
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$325,680
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2021-11-15
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 3,575. Change in beneficial interest in trust 154,473.

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 3,575. Change in beneficial interest in trust 154,473.

Raw XML AppendixShowing 400 of 594 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/ReportableCompFromRltdOrgAmt14105058
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15108533
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/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF FINANCE & IS/TREASUR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE ASSISTANT/SECRET
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO/TREASURER STARTING JUNE
IRS990/Form990PartVIISectionAGrp/TitleTxt13INTERM EXECUTIVE ASSISTANT/SECRET
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP HEALTH & SUPPORT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0169109
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0829624
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt018764
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018764
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0810860
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0810860
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04826890
IRS990/GrossReceiptsAmt05915730
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03756
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0293976
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0293976
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016304654
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018414937
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04657781
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/NetAssetsOrFundBalancesBOYAmt017916567
IRS990/NetAssetsOrFundBalancesEOYAmt019905074
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0169109
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0169109
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01703724
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012784207
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014680857
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0289
IRS990/OfficeExpensesGrp/TotalAmt0289
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01653770
IRS990/OtherAssetsTotalGrp/EOYAmt01811818
IRS990/OtherChangesInNetAssetsAmt0158048
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2LICENSES AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt0239
IRS990/OtherExpensesGrp/FundraisingAmt138
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0102
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt174
IRS990/OtherExpensesGrp/TotalAmt0239
IRS990/OtherExpensesGrp/TotalAmt1140
IRS990/OtherExpensesGrp/TotalAmt274
IRS990/OtherLiabilitiesGrp/BOYAmt055524
IRS990/OtherLiabilitiesGrp/EOYAmt0325680
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08726
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0200
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH A ARNESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0596834
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0670920
IRS990/PYInvestmentIncomeAmt0506936
IRS990/PYOtherExpensesAmt0298021
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0134829
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0968941
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01103770
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0126735
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0794864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0596834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0434783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01078677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01017906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03923064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0293976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0335863
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0289728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0337888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0351649
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01609104
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40380
IRS990ScheduleA/PublicSupportPY170Pct00.38590
IRS990ScheduleA/PublicSupportTotal170Amt02233748
IRS990ScheduleA/SubstantialContributorsTotAmt01689316
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0794864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0596834
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0434783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01078677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01017906
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03923064
IRS990ScheduleA/TotalSupportAmt05532168
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/BoardDesignatedBalanceEOYPct00.45887
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt039751
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08677264
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt022450
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09606849
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01006818
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt059932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt037163
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07448232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0448
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08677264
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01327688
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt060892
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt039281
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07918740
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt062563
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07448232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-433229
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt060561
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt034398
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06425527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0677925
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07918740
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0898650
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt048964
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt025701
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06129413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07810
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06425527
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0363749
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt049744
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0101194
IRS990ScheduleD/ExpensesSubtotalAmt01030020
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0101194
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0101194
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01703724
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01765527
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt146291
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST IN NET ASSETS OF FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0325680
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt0158048
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.51867
IRS990ScheduleD/RevenueNotReportedAmt01861772
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0101194
IRS990ScheduleD/RevenueSubtotalAmt01156755
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 3,575. CHANGE IN BENEFICIAL INTEREST IN TRUST 154,473.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02246

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$0.25$23.0$1.63$1.10$0.53
2023Detailed filing. Detailed filing data is available for this year.$22.0$0.58$21.5$1.11$1.42$0.31
2022Detailed filing. Detailed filing data is available for this year.$20.0$0.12$19.9$1.74$1.03$0.71
2021Detailed filing. Detailed filing data is available for this year.$23.6$0.16$23.4$3.25$1.24$2.01
2020Detailed filing. Detailed filing data is available for this year.$20.2$0.33$19.9$1.26$1.13$0.13
2019Detailed filing. Detailed filing data is available for this year.$18.0$0.06$17.9$1.10$0.97$0.13
2018Detailed filing. Detailed filing data is available for this year.$15.2$0.08$15.2$1.41$0.89$0.52
2017Detailed filing. Detailed filing data is available for this year.$16.4$0.03$16.4$1.83$2.35$0.52
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.28$15.5$1.46$0.80$0.66
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.25$14.1$1.10$0.83$0.27
2014Detailed filing. Detailed filing data is available for this year.$15.0$0.07$14.9$1.16$0.80$0.36
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.05$14.3$2.24$0.93$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.04$12.3$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.02$11.7$0.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.06$11.0$0.74