Civic Intelligence

Evergreen Foundation Inc

EIN 39-1388991 • 501(c)3 • Oshkosh, WI

Profile

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.

1130 N Westfield StOshkosh, WI 54902

www.evergreenoshkosh.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.15x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

47%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$23,294,451

Up $1,263,543 (+5.7%) from 2023

Liabilities

Down

$247,341

Down $331,021 (-57%) from 2023

Net Assets

Up

$23,047,110

Up $1,594,564 (+7.4%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin82nd percentile

Revenue

Up

$1,632,454

Up $523,635 (+47%) from 2023

Expenses

Down

$1,097,880

Down $323,632 (-23%) from 2023

Net Income

Up

$534,574

Up $847,267 (+271%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$23,294,451
Liabilities$247,341
Net Assets$23,047,110
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$1,632,454
Expenses$1,097,880
Net Income$534,574
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,294,451
Liabilities
$247,341
Net assets
$23,047,110
Revenue
$1,632,454
Expenses
$1,097,880
Net income
$534,574
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Gross Receipts
$10,488,676
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$20,346,491$21,531,275▲ $1,184,784
Cash and Non-Interest-Bearing Accounts$10,300$11,550▲ $1,250
Total Assets$22,030,908$23,294,451▲ $1,263,543
Other Assets Total$1,674,117$1,751,626▲ $77,509
Liabilities
Other Liabilities$577,607$245,826▼ $331,781
Accounts Payable and Accrued Expenses$755$1,515▲ $760
Total Liabilities$578,362$247,341▼ $331,021
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,623,785$17,072,074▲ $1,448,289
Net Assets With Donor Restrictions$5,828,761$5,975,036▲ $146,275
Total Net Assets Fund Balance$21,452,546$23,047,110▲ $1,594,564
Total Liabilities and Net Assets / Fund Balance$22,030,908$23,294,451▲ $1,263,543

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,694,709--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,972,644-▲ $962,387$138,820$9,796,211
2023$8,123,849$5,105▲ $952,998$109,308$8,972,644
2022$9,359,493$1,285▼ $1,175,308$61,621$8,123,849
2021$9,606,849$636,799▲ $1,267,606$2,104,418$9,359,493
2020$8,677,264$22,450▲ $1,006,818$59,932$9,606,849
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Stephanie KintopfSecretary$46,589$46,589

Board Members and Trustees

NameTitle
Barb KnutzenChair (from May 2024)
Mary HansenChair (thru May 2024)
Ken ArnesonPresident/CEO
John SchorseVice Chair
Alyson ZierdtDirector
Anna FilipovaDirector
Anne Cameron GassereDirector
Darrick MunschDirector
Kathy ProppDirector
Kortney JenksDirector
Susan KnoblochDirector
Tom WintheiserDirector
Wayne OehlerDirector
Billie Jo HigginsVP Finance & Is/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Retirement CommunityManagement Services1130 NORTH WESTFIELD STREET, Oshkosh, WI 54902$126,345
Revenue and Support

Revenue Composition

Contributions and Grants
$504,877
Program Service Revenue
$0
Investment Income
$1,127,577
Other Revenue
$0
All Other Contributions
$504,877
Change in Net Assets
$534,574

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,558,498
Revenue Not Reported on Financial Statements
$73,956
Revenue Not Reported on Form 990
$1,133,946
Total Revenue per Audited Statements
$2,692,444
Total Revenue per Form 990
$1,632,454
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$864,769
Other Expenses$233,111
Total Fundraising Expense$155,461
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$864,769--$864,769
Fees for Services Management--$126,345$126,345
Fees for Service Investment Mgmnt Fees-$73,956-$73,956
Fees for Services Other--$18,216$18,216
Fees for Services Accounting--$10,900$10,900
All Other Expenses$138$666-$804
Office Expenses-$429-$429
Other Expenses-$310-$310
Total Functional Expenses$864,907$77,512$155,461$1,097,880

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,097,880
Expenses per Audited Statements$1,023,924
Total Expenses per Audited Statements$1,023,924
Expenses Not Reported on Financial Statements$73,956
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).$864,769
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$245,826
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

“An 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. Noncompliance 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 N WESTFIELD ST, OSHKOSH, WI 54902

Signing Officer

Name
Billie Jo Higgins
Title
Treasurer
Phone
9202332340
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Wipfli Advisory LLC
Address
170 N RADNOR-CHESTER RD SUITE 200, RADNOR, PA 19087
Preparer
Solomon Mardakhaev
Phone
6105653930
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in interest in community foundation 3,799. Change in beneficial interest in trust 144,436. Variance to net assets with donor restrictions -1,960.”

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:

“Contributions to restricted net assets 220,231.”

Raw XML AppendixShowing 400 of 599 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.

Path#Value
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IRS990/AllOtherContributionsAmt0504877
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IRS990/Desc0THE 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.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12308204
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13171259
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1429490
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR (THRU MAY 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR (FROM MAY 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
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/TitleTxt12PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP FINANCE & IS/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0822050
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0864769
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0864769
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0864769
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09678272
IRS990/GrossReceiptsAmt010488676
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0305527
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0305527
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020346491
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021531275
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08856222
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/NetAssetsOrFundBalancesBOYAmt021452546
IRS990/NetAssetsOrFundBalancesEOYAmt023047110
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0822050
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0822050
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0913715
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015623785
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017072074
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0429
IRS990/OfficeExpensesGrp/TotalAmt0429
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01674117
IRS990/OtherAssetsTotalGrp/EOYAmt01751626
IRS990/OtherChangesInNetAssetsAmt0146275
IRS990/OtherExpensesGrp/Desc0ASSOCIATION DUES
IRS990/OtherExpensesGrp/Desc1FOOD & DIETARY SUPPLIES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT REPAIR
IRS990/OtherExpensesGrp/Desc3CONTINUING EDUCATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01364
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2392
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3310
IRS990/OtherExpensesGrp/TotalAmt01364
IRS990/OtherExpensesGrp/TotalAmt1395
IRS990/OtherExpensesGrp/TotalAmt2392
IRS990/OtherExpensesGrp/TotalAmt3310
IRS990/OtherLiabilitiesGrp/BOYAmt0577607
IRS990/OtherLiabilitiesGrp/EOYAmt0245826
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENNETH A ARNESON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0885412
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01184170
IRS990/PYInvestmentIncomeAmt0223407
IRS990/PYOtherExpensesAmt0237342
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-312693
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01421512
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01108819
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0534574
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0504877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0885412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0754808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01917943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0794864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04857904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0305527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0262417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0379398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0228215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0293976
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01469533
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63980
IRS990ScheduleA/PublicSupportPY170Pct00.63800
IRS990ScheduleA/PublicSupportTotal170Amt04048320
IRS990ScheduleA/SubstantialContributorsTotAmt0809584
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0504877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0885412
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0754808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01917943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0794864
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04857904
IRS990ScheduleA/TotalSupportAmt06327437
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/BoardDesignatedBalanceEOYPct00.42470
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08972644
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09796211
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0962387
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0138820
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08123849
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05105
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08972644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0952998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0109308
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09359493
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08123849
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1175308
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt061621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt047343
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09606849
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0636799
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09359493
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01267606
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02104418
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt039751
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08677264
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt022450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09606849
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01006818
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt059932
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt073956
IRS990ScheduleD/ExpensesSubtotalAmt01023924
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt073956
IRS990ScheduleD/InvestmentExpensesNotIncldAmt073956
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0913715
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt056917
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11694709
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN COMMUNITY FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0245826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenueAmt0220231
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt01133946
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt073956
IRS990ScheduleD/RevenueSubtotalAmt01558498
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/ExplanationTxt1CONTRIBUTIONS TO RESTRICTED NET ASSETS 220,231.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.57530
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01751626
IRS990ScheduleD/TotalExpensesPerForm990Amt01097880
IRS990ScheduleD/TotalLiabilityAmt0245826
IRS990ScheduleD/TotalRevenuePerForm990Amt01632454
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02692444
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01023924
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0864769
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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

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