Civic Intelligence

Evergreen Union Retirement

EIN 93-6036672 • 501(c)3 • Eugene, OR

Profile

Provide affordable housing for elderly and other low income residents.

350 Pearl StEugene, OR 97401
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.02x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

38th percentile

2.1%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

2.1%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$26,964,159

Up $563,635 (+2.1%) from 2024

Liabilities

Flat

$11,502

Flat from 2024

Net Assets

Up

$26,952,657

Up $563,635 (+2.1%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin99th percentile

Revenue

Up

$625,109

Up $12,925 (+2.1%) from 2024

Expenses

Down

$20,000

Down $49,034 (-71%) from 2024

Net Income

Up

$605,109

Up $61,959 (+11%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$30M$20M$10M$0Assets 2011: $1,709,219Liabilities 2011: $785,363Net Assets 2011: $923,8562011Assets 2012: $1,692,683Liabilities 2012: $679,870Net Assets 2012: $1,012,8132012Assets 2013: $1,744,558Liabilities 2013: $574,866Net Assets 2013: $1,169,6922013Assets 2014: $1,826,988Liabilities 2014: $507,314Net Assets 2014: $1,319,6742014Assets 2015: $1,743,564Liabilities 2015: $369,378Net Assets 2015: $1,374,1862015Assets 2016: $1,784,155Liabilities 2016: $250,133Net Assets 2016: $1,534,0222016Assets 2017: $1,916,448Liabilities 2017: $196,329Net Assets 2017: $1,720,1192017Assets 2018: $2,782,265Liabilities 2018: $825,421Net Assets 2018: $1,956,8842018Assets 2019: $17,909,330Liabilities 2019: $6,567Net Assets 2019: $17,902,7632019Assets 2020: $21,539,857Liabilities 2020: $11,171Net Assets 2020: $21,528,6862020Assets 2021: $22,816,169Liabilities 2021: $11,502Net Assets 2021: $22,804,6672021Assets 2022: $22,850,099Liabilities 2022: $11,502Net Assets 2022: $22,838,5972022Assets 2023: $25,857,374Liabilities 2023: $11,502Net Assets 2023: $25,845,8722023Assets 2024: $26,400,524Liabilities 2024: $11,502Net Assets 2024: $26,389,0222024Assets 2025: $26,964,159Liabilities 2025: $11,502Net Assets 2025: $26,952,6572025

Highlighted filing

2025

Assets$26,964,159
Liabilities$11,502
Net Assets$26,952,657
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0Revenue 2011: $1,818,351Expenses 2011: $1,621,063Net Income 2011: $197,2882011Revenue 2012: $1,835,129Expenses 2012: $1,746,172Net Income 2012: $88,9572012Revenue 2013: $1,859,811Expenses 2013: $1,702,932Net Income 2013: $156,8792013Revenue 2014: $1,884,384Expenses 2014: $1,734,402Net Income 2014: $149,9822014Revenue 2015: $1,904,144Expenses 2015: $1,849,632Net Income 2015: $54,5122015Revenue 2016: $1,980,551Expenses 2016: $1,820,715Net Income 2016: $159,8362016Revenue 2017: $2,020,640Expenses 2017: $1,834,543Net Income 2017: $186,0972017Revenue 2018: $2,064,526Expenses 2018: $1,827,801Net Income 2018: $236,7252018Revenue 2019: $16,852,801Expenses 2019: $906,882Net Income 2019: $15,945,9192019Revenue 2020: $3,625,923Expenses 2020: $0Net Income 2020: $3,625,9232020Revenue 2021: $1,275,981Expenses 2021: $0Net Income 2021: $1,275,9812021Revenue 2022: $607,008Expenses 2022: $573,078Net Income 2022: $33,9302022Revenue 2023: $457,423Expenses 2023: $34,192Net Income 2023: $423,2312023Revenue 2024: $612,184Expenses 2024: $69,034Net Income 2024: $543,1502024Revenue 2025: $625,109Expenses 2025: $20,000Net Income 2025: $605,1092025

Highlighted filing

2025

Revenue$625,109
Expenses$20,000
Net Income$605,109
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,964,159
Liabilities
$11,502
Net assets
$26,952,657
Revenue
$625,109
Expenses
$20,000
Net income
$605,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.0$0.01$27.0$0.63$0.02$0.61
2024Detailed filing. Detailed filing data is available for this year.$26.4$0.01$26.4$0.61$0.07$0.54
2023Detailed filing. Detailed filing data is available for this year.$25.9$0.01$25.8$0.46$0.03$0.42
2022Detailed filing. Detailed filing data is available for this year.$22.9$0.01$22.8$0.61$0.57$0.03
2021Detailed filing. Detailed filing data is available for this year.$22.8$0.01$22.8$1.28$0.00$1.28
2020Detailed filing. Detailed filing data is available for this year.$21.5$0.01$21.5$3.63$0.00$3.63
2019Detailed filing. Detailed filing data is available for this year.$17.9$0.01$17.9$16.9$0.91$15.9
2018Summary only. Only limited summary data is available for this year.$2.78$0.83$1.96$2.06$1.83$0.24
2017Summary only. Only limited summary data is available for this year.$1.92$0.20$1.72$2.02$1.83$0.19
2016Summary only. Only limited summary data is available for this year.$1.78$0.25$1.53$1.98$1.82$0.16
2015Summary only. Only limited summary data is available for this year.$1.74$0.37$1.37$1.90$1.85$0.05
2014Summary only. Only limited summary data is available for this year.$1.83$0.51$1.32$1.88$1.73$0.15
2013Summary only. Only limited summary data is available for this year.$1.74$0.57$1.17$1.86$1.70$0.16
2012Summary only. Only limited summary data is available for this year.$1.69$0.68$1.01$1.84$1.75$0.09
2011Summary only. Only limited summary data is available for this year.$1.71$0.79$0.92$1.82$1.62$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 31, 2026
Return Version
2024v5.0
Gross Receipts
$625,109
Mission and Program Overview

Mission

Provide affordable housing for elderly and other low income residents.

Provide affordable housing for elderly and other low income residents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,389,022$26,952,657▲ $563,635
Other Notes and Loans Receivable, Net$20,453,862$21,034,519▲ $580,657
Savings and Temporary Cash Investments$5,696$405,699▲ $400,003
Cash and Non-Interest-Bearing Accounts$475,534$45,359▼ $430,175
Total Assets$26,400,524$26,964,159▲ $563,635
Other Assets Total$5,465,432$5,478,582▲ $13,150
Liabilities
Other Liabilities$6,567$6,567→ $0
Accounts Payable and Accrued Expenses$4,935$4,935→ $0
Total Liabilities$11,502$11,502→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,389,022$26,952,657▲ $563,635
Total Liabilities and Net Assets / Fund Balance$26,400,524$26,964,159▲ $563,635

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,567--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Wallace JensenPresident
Jeff McgillivrayDirector
Mathew WilliamsDirector
Ray TaylorDirector
Rodney SprinkleDirector
Roger D KaldahlSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$625,109
Other Revenue
$0
Change in Net Assets
$605,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$20,000--$20,000
Total Functional Expenses$20,000$0$0$20,000
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
Balance in 457 Plan$6,567
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“YES”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to the board chair prior to filing. After review by the management company and the board chair the form 990 is filed.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and finacial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Evergreen Union Retirement
EIN
93-6036672
Phone
5032314922
Address
350 PEARL ST, EUGENE, OR 97401
Doing Business As
Ya PO Ah Terrace

Signing Officer

Name
Greg Franks
Title
Executive Admin
Phone
5032314922
Signed
2026-01-31

Organization Details

Principal Officer
Wallace Jensen
Formed
1995
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
LOVERIDGE HUNT & CO CPA'S
Address
14725 SE 36TH ST STE 401, BELLEVUE, WA 98006-1682
Preparer
Craig T Leong
Phone
4254532088
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Prior period adj ypa 4% 4,325 prior period adj ypa 9% -45,799 total -41,474”

Raw XML Appendix295 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/GrossReceiptsAmt0625109
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1GUARANTOR RESERVE ACCCOUNT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD CHAIR PRIOR TO FILING. AFTER REVIEW BY THE MANAGEMENT COMPANY AND THE BOARD CHAIR THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINACIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJ YPA 4% 4,325 PRIOR PERIOD ADJ YPA 9% -45,799 TOTAL -41,474
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt026400524
IRS990/TotalAssetsEOYAmt026964159
IRS990/TotalAssetsGrp/BOYAmt026400524
IRS990/TotalAssetsGrp/EOYAmt026964159
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020000
IRS990/TotalFunctionalExpensesGrp/TotalAmt020000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011502
IRS990/TotalLiabilitiesEOYAmt011502
IRS990/TotalLiabilitiesGrp/BOYAmt011502
IRS990/TotalLiabilitiesGrp/EOYAmt011502
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt026389022
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt026952657
IRS990/TotalProgramServiceExpensesAmt020000
IRS990/TotalRevenueGrp/ExclusionAmt0625109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0625109
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt026400524
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026964159
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03163 STARK STREET
IRS990/USAddress/CityNm0EUGENE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097404
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG FRANKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE ADMIN
ReturnHeader/BusinessOfficerGrp/PhoneNum05032314922
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN UNION RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0936036672
ReturnHeader/Filer/PhoneNum05032314922
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 PEARL ST
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911347576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOVERIDGE HUNT & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014725 SE 36TH ST STE 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980061682
ReturnHeader/PreparerPersonGrp/PhoneNum04254532088
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG T LEONG
ReturnHeader/ReturnTs02026-01-31T11:31:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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