Civic Intelligence

Evergreen Union Retirement Association Inc

990 • Fiscal year 2019 • EIN 93-6036672

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 13, 2019

Organization Profile
350 Pearl StEugene, OR 97401

(503) 231-4922

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

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

Liabilities / Revenue

5th percentile

0.00x

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

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

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

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

Asset Growth

99th percentile

544%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

99th percentile

716%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$17,909,330

Up $15,127,065 (+544%) from 2018

Net Assets

Up

$17,902,763

Up $15,945,879 (+815%) from 2018

Liabilities

Down

$6,567

Down $818,854 (-99%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin98th percentile

Revenue

Up

$16,852,801

Up $14,788,275 (+716%) from 2018

Expenses

Down

$906,882

Down $920,919 (-50%) from 2018

Net Income

Up

$15,945,919

Up $15,709,194 (+6636%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$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

2019

Assets$17,909,330
Liabilities$6,567
Net Assets$17,902,763
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$16,852,801
Expenses$906,882
Net Income$15,945,919
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 13, 2019
Return Version
2018v3.2
Gross Receipts
$18,714,013
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$1,956,844$17,902,763▲ $15,945,919
Other Notes and Loans Receivable, Net-$17,663,835-
Prepaid Expenses and Deferred Charges$1,061,796--
Land, Buildings, and Equipment, Net$947,054--
Accounts Receivable$22,728--
Inventories for Sale or Use$17,360--
Cash and Non-Interest-Bearing Accounts$85,665$16,201▼ $69,464
Savings and Temporary Cash Investments$641,095$2,067▼ $639,028
Total Assets$2,782,265$17,909,330▲ $15,127,065
Other Assets Total$6,567$227,227▲ $220,660
Liabilities
Mortgage Notes Payable Secured by Investment Property$622,281--
Accounts Payable and Accrued Expenses$100,032--
Deferred Revenue$23,163--
Other Liabilities$79,945$6,567▼ $73,378
Total Liabilities$825,421$6,567▼ $818,854
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,956,844$17,902,763▲ $15,945,919
Total Liabilities and Net Assets / Fund Balance$2,782,265$17,909,330▲ $15,127,065
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Wallace JensenPresident
Dave CurtisDirector
Emsley CurtisDirector
Paul HolveyDirector
Ray TaylorDirector
Roger D KaldahlSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,555,579
Investment Income
$15,297,222
Other Revenue
$0
Change in Net Assets
$15,945,919

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,852,801
Total Revenue per Audited Statements
$16,852,801
Total Revenue per Form 990
$16,852,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$472,967
Salaries, Compensation, and Employee Benefits$433,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$332,548--$332,548
Occupancy$102,220--$102,220
Other Employee Benefits$101,367--$101,367
Fees for Services Management$71,280--$71,280
Depreciation Depletion$29,592--$29,592
Other Expenses$26,829--$26,829
Office Expenses$20,687--$20,687
Advertising$10,305--$10,305
Fees for Services Accounting$9,250--$9,250
Fees for Services Legal$3,879--$3,879
Conferences and Meetings$3,153--$3,153
Insurance$2,689--$2,689
Travel$126--$126
Total Functional Expenses$906,882$0$0$906,882

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$906,882
Total Expenses per Audited Statements$906,882
Total Expenses per Form 990$906,882
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 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
Wallace Jensen
Title
President
Phone
5032314922
Signed
2019-07-13

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
Raw XML Appendix363 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01979764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01902600
IRS990ScheduleA/Total509Grp/TotalAmt09522478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01704013
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01980551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01904144
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IRS990ScheduleD/ExpensesSubtotalAmt0906882
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IRS990ScheduleD/RevenueSubtotalAmt016852801
IRS990ScheduleD/TotalExpensesPerForm990Amt0906882
IRS990ScheduleD/TotalLiabilityAmt06567
IRS990ScheduleD/TotalRevenuePerForm990Amt016852801
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES
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/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0906882
IRS990/TotalFunctionalExpensesGrp/TotalAmt0906882
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0825421
IRS990/TotalLiabilitiesEOYAmt06567
IRS990/TotalLiabilitiesGrp/BOYAmt0825421
IRS990/TotalLiabilitiesGrp/EOYAmt06567
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017902763
IRS990/TotalProgramServiceExpensesAmt0906882
IRS990/TotalProgramServiceRevenueAmt01555579
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016852801
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016852801
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02782265
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017909330
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IRS990/TravelGrp/TotalAmt0126
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/ZIPCd097404
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALLACE JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032314922
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN UNION RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EVER
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ReturnHeader/Filer/PhoneNum05032314922
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.99.139.194
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:34:04
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/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG T LEONG
ReturnHeader/ReturnTs02020-07-13T10:34:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$17,909,330
Liabilities
$6,567
Net assets
$17,902,763
Revenue
$16,852,801
Expenses
$906,882
Net income
$15,945,919
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