Nonprofit · EIN 39-1081800
EVERGREEN RETIREMENT COMMUNITY INC
Tax-exempt · OSHKOSH, WI 54902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $26,946,272 | $25,476,765 | $1,469,507 | $47,934,660 | $28,533,019 | $19,401,641 |
| December 31, 2023 | 990 | $24,015,472 | $22,636,799 | $1,378,673 | $48,166,998 | $30,234,864 | $17,932,134 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $864,769
- Program service revenue
- $25,604,002
- Investment income
- $431,127
- Net rental income
- $18,900
- Other revenue
- $46,374
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $590,747
- Other salaries and wages
- $9,657,480
- Salaries, compensation and benefits (total)
- $12,910,560
- Professional fundraising fees
- $0
- Legal fees
- $75,230
- Accounting fees
- $38,982
- Occupancy
- $1,420,988
- Travel
- $20,821
- Depreciation
- $2,337,366
- Program services (functional)
- $21,934,080
- Management and general (functional)
- $3,542,685
Balance sheet and other
- Total assets, start of year
- $48,166,998
- Total assets, end of year
- $47,934,660
- Total liabilities, end of year
- $28,533,019
- Net assets, end of year
- $19,401,641
- Land, buildings and equipment
- $34,811,596
- Net assets without donor restrictions
- $19,401,641
- Gross receipts
- $26,946,272
- Employees
- 473
- Volunteers
- 120
- Year formed
- 1965
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEN ARNESON | PRESIDENT /CEO Officer | 40 | $308,204 | $23,622 |
| BILLIE JO HIGGINS | CFO/TREASURER Officer | 40 | $171,259 | $11,168 |
| PEGGY BELLIN | VP HEALTH & SUPPORT SERVICES Highest-paid employee | 40 | $123,500 | $25,995 |
| ERIN SANDERS | VP HUMAN RESOURCES Highest-paid employee | 40 | $126,348 | $20,078 |
| LISA RUIZ | EXECUTIVE ASSISTANT/SECRETARY Officer | 40 | $57,153 | $19,343 |
| BARBARA RAU | CHAIRMAN (THRU MAY 2024) Trustee or director, Officer | 1 | $0 | $0 |
| TOM RAMSEY | CHAIRMAN (FROM MAY 2024) Trustee or director, Officer | 1 | $0 | $0 |
| JAVAD AHMAD | DIRECTOR (THRU FEB 2024) Trustee or director | 1 | $0 | $0 |
| SEON YOON CHUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM CHITWOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAWN DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH DEARMOND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEDE DEWITT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERNA FUNCKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE GREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KRUCK | DIRECTOR Trustee or director | 1 | $0 |
| SHERRY LYNCH | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW MATHES | DIRECTOR Trustee or director | 1 | $0 |
| CHAD MILLER | DIRECTOR Trustee or director | 1 | $0 |
| TONY RENNING | DIRECTOR (THRU NOV 2024) Trustee or director | 1 | $0 |
| EMILY RICHESON | DIRECTOR Trustee or director | 1 | $0 |
| ALAN ROMMELFANGER | DIRECTOR Trustee or director | 1 | $0 |
| JOHN STUBBS | DIRECTOR Trustee or director | 1 | $0 |
| GAIL SULLIVAN | DIRECTOR Trustee or director | 1 | $0 |
| ANN WILKES | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEN ARNESON | PRESIDENT /CEO Officer | 40 | $284,401 | $22,186 |
| BILLIE JO HIGGINS | CFO/TREASURER Officer | 40 | $159,608 | $10,458 |
| ERIN SANDERS | VP HUMAN RESOURCES Highest-paid employee | 40 | $120,254 | $24,264 |
| PEGGY BELLIN | VP HEALTH & SUPPORT SERVICES Highest-paid employee | 40 | $117,378 | $20,162 |
| LISA RUIZ | EXECUTIVE ASSISTANT/SECRETARY Officer | 40 | $53,781 | $15,008 |
| BARBARA RAU | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TOM RAMSEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAVAD AHMAD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM CHITWOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH DEARMOND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEDE DEWITT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERNA FUNCKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE GREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID KRUCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHERRY LYNCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW MATHES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAD MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LUELLA REMMEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONY RENNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILY RICHESON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN ROMMELFANGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN STUBBS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GAIL SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN WILKES | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1130 N WESTFIELD ST, OSHKOSH, WI 54902-3217
- Principal officer (990 for 2024)
- KENNETH A ARNESON, 1130 NORTH WESTFIELD STREET, OSHKOSH, WI 54902
- Signed the 990
- BILLIE JO HIGGINS, TREASURER
- Phone
- (920) 233-2340
- Website
- WWW.EVERGREENOSHKOSH.COM
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
GUIDED BY CHRISTIAN IDEALS THAT NURTURE ALL PEOPLE, WE STRIVE TO PROVIDE EXCEPTIONAL LIVING ENVIRONMENTS, SERVICES AND EXPERIENCES FOR PEOPLE 55 AND OLDER.
Program accomplishments
- EVERGREEN IS A NONPROFIT CONTINUING CARE RETIREMENT COMMUNITY (CCRC) SERVING OLDER ADULTS, AGES 55 AND OLDER. IDEAL FOR THOSE LOOKING FOR A LIFESTYLE OF CHOICE, FREEDOM, SAFETY, COMMUNITY AND VALUE, EVERGREEN IS MORE THAN JUST A SENIOR LIVING COMMUNITY. EVERGREEN'S 35-ACRE CAMPUS IS NOT ONLY HOME TO ALMOST 300 RESIDENTS, BUT IT IS ALSO A DESTINATION FOR FAMILIES, COMMUNITY MEMBERS, VOLUNTEERS, NONPROFIT GROUPS AND OTHER VISITORS. LOCATED IN A PLEASANT RESIDENTIAL NEIGHBORHOOD IN OSHKOSH, WISCONSIN AMONG BEAUTIFUL, NATURAL SURROUNDINGS AND BORDERED BY OUR OWN OAK SAVANNA WOODLANDS, EVERGREEN PROVIDES LIVELY OPPORTUNITIES FOR YOU AND YOUR FRIENDS TO LIVE AS YOU CHOOSE. CHOOSE FROM THREE STYLES OF INDEPENDENT LIVING ACCOMMODATIONS, FOUR LEVELS OF ASSISTED LIVING, SHORT-TERM REHAB AND POST SURGICAL CARE, LONG-TERM SKILLED NURSING, OR EVERGREEN AT HOME SERVICES TO MEET YOUR UNIQUE NEEDS. LIFE ENRICHMENT ABOUNDS AT EVERGREEN. THERAPEUTIC SWIMMING POOLS, AN AEROBIC STUDIO, LAPIDARY SHOP, AND SUPPERS WITH THE CHEF ARE JUST A FEW OF THE MANY OPPORTUNITIES THAT ENCOURAGE ACTIVE LIFESTYLES. PARTNERSHIPS WITH THE UNIVERSITY OF WISCONSIN OSHKOSH, LEARNING IN RETIREMENT AND THE OSHKOSH GALLERY WALK ALSO PROVIDE ENTERTAINING AND FULFILLING EXPERIENCES AND ENSURE THAT NO TWO DAYS ARE THE SAME. AT EVERGREEN, POSSIBILITIES AWAIT.Expenses $21,934,080 · revenue $25,631,476
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1081800
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $47,934,660
- Income (IRS master file)
- $26,946,272
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $26,946,272 | $25,476,765 | $47,934,660 | XML |
| 990 | December 2023 | $24,015,472 | $22,636,799 | $48,166,998 | XML |
| 990 | December 2022 | $19,561,116 | $20,290,692 | $48,530,279 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1081800).
Questions about EVERGREEN RETIREMENT COMMUNITY INC
- What is the EIN of EVERGREEN RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of EVERGREEN RETIREMENT COMMUNITY INC is 39-1081800.
- Is EVERGREEN RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to EVERGREEN RETIREMENT COMMUNITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EVERGREEN RETIREMENT COMMUNITY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVERGREEN RETIREMENT COMMUNITY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERGREEN RETIREMENT COMMUNITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EVERGREEN RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2024 names KENNETH A ARNESON.
- Who are the officers and directors of EVERGREEN RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2024 lists 25 people; 5 received compensation from the organization, the highest $308,204 (KEN ARNESON, PRESIDENT /CEO).
- How much revenue does EVERGREEN RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $26,946,272, expenses of $25,476,765 and total assets of $47,934,660 at year end.
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