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Nonprofits›Evergreen Retirement Community Inc

Human Services

Evergreen Retirement Community Inc

OSHKOSH, WI

Website

Total revenue

$26.9M

Total expenses

$25.5M

Net assets

$19.4M

Grants received

$3.9M

16 grants

EIN

391081800

Tax year

2024

Mission

Guided by christian ideals that nurture all people, we strive to provide exceptional living environments, services and experiences for people 55 and older.

Financials

FY 2024

Revenue

Contributions & grants$865K

Program service revenue$25.6M

Investment income$431K

Other revenue$46K

Total revenue$26.9M

Expenses

Grants paid—

Salaries & benefits$12.9M

Fundraising—

Other expenses$12.6M

Total expenses$25.5M

Total assets$47.9M

Net assets$19.4M

People

25 listed

NameRoleCompensation

KEN ARNESON

PRESIDENT /CEO

Board

$308K

40 hrs/wk

BILLIE JO HIGGINS

CFO/TREASURER

Board

$171K

40 hrs/wk

LISA RUIZ

EXECUTIVE ASSISTANT/SECRETARY

Board

$57K

40 hrs/wk

DAWN DAVIS

DIRECTOR

Board

—

1 hrs/wk

SARAH DEARMOND

DIRECTOR

Board

—

1 hrs/wk

DEDE DEWITT

DIRECTOR

Board

—

1 hrs/wk

VERNA FUNCKE

DIRECTOR

Board

—

1 hrs/wk

MIKE GREY

DIRECTOR

Board

—

1 hrs/wk

DAVID KRUCK

DIRECTOR

Board

—

1 hrs/wk

SHERRY LYNCH

DIRECTOR

Board

—

1 hrs/wk

BARBARA RAU

CHAIRMAN (THRU MAY 2024)

Board

—

1 hrs/wk

CHAD MILLER

DIRECTOR

Board

—

1 hrs/wk

TONY RENNING

DIRECTOR (THRU NOV 2024)

Board

—

1 hrs/wk

EMILY RICHESON

DIRECTOR

Board

—

1 hrs/wk

ALAN ROMMELFANGER

DIRECTOR

Board

—

1 hrs/wk

JOHN STUBBS

DIRECTOR

Board

—

1 hrs/wk

GAIL SULLIVAN

DIRECTOR

Board

—

1 hrs/wk

ANN WILKES

DIRECTOR

Board

—

1 hrs/wk

ANDREW MATHES

DIRECTOR

Board

—

1 hrs/wk

TOM RAMSEY

CHAIRMAN (FROM MAY 2024)

Board

—

1 hrs/wk

JAVAD AHMAD

DIRECTOR (THRU FEB 2024)

Board

—

1 hrs/wk

SEON YOON CHUNG

DIRECTOR

Board

—

1 hrs/wk

JIM CHITWOOD

DIRECTOR

Board

—

1 hrs/wk

ERIN SANDERS

VP HUMAN RESOURCES

Staff

$126K

40 hrs/wk

PEGGY BELLIN

VP HEALTH & SUPPORT SERVICES

Staff

$124K

40 hrs/wk

Independent contractors

NEW HORIZON FOODS

DINING SERVICES

$980K

HEALTHCARE SERVICES GROUP

HOUSEKEEPING SERVICES

$637K

PRIME TIME HEALTHCARE LLC

AGENCY STAFF

$312K

PARASOL ALLIANCE LLC

IT SERVICES

$245K

UNITED METHODIST HOMES & SERVICES

AGENCY STAFF

$218K

Grants received

Showing 16 of 16

FromAmountPurposeYear

EVERGREEN FOUNDATION INC

$865K

BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).

2024

OSHKOSH AREA COMMUNITY FOUNDATION

$8K

PROGRAM SUPPORT

2024

EVERGREEN FOUNDATION INC

$1.2M

BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).

2023

OSHKOSH AREA COMMUNITY FOUNDATION

$9K

PROGRAM SUPPORT

2023

WISCONSIN PEO SISTERHOOD HELP

$5K

CASH TO ASSIST IN EVERGREEN PROVIDING SHELTER AND 1130 N WESTFIELD ST LIVING EXPENSES FOR INDIVIDUALS

2023

EVERGREEN FOUNDATION INC

$742K

BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).

2022

OSHKOSH AREA COMMUNITY FOUNDATION

$13K

PROGRAM SUPPORT

2022

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

$48K

For grant recipient's exempt purposes

2021

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

$48K

For grant recipient's exempt purposes

2021

OSHKOSH AREA COMMUNITY FOUNDATION

$25K

PROGRAM SUPPORT

2021

EVERGREEN FOUNDATION INC

$811K

BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).

2020

EVERGREEN MANOR ENDOW TR (ROWLAND)

$71K

GENERAL OPERATING

2020

ROBERT R MCCORMICK FOUNDATION

$6K

FOR GENERAL OPERATING SUPPORT

2020

OSHKOSH AREA COMMUNITY FOUNDATION

$5K

PROGRAM SUPPORT

2020

WISCONSIN PEO SISTERHOOD HELP

$5K

CASH TO ASSIST IN PROVIDING SHELTER AND LIVING EXPENSES FOR INDIVIDUALS

2019

EVERGREEN MANOR ENDOW TR (ROWLAND)

$60K

GENERAL OPERATING

2018

Funded by

$3.9M from 6 funders · 16 grants · 2018–2024

Evergreen Foundation Inc

$3.6M · 4 grants · 2020–2024

Evergreen Manor Endow Tr (Rowland)

$131K · 2 grants · 2018–2020

Fidelity Investments Charitable Gift Fund

$96K · 2 grants · 2021

Oshkosh Area Community Foundation

$59K · 5 grants · 2020–2024

Wisconsin Peo Sisterhood Help

$10K · 2 grants · 2019–2023

Robert R Mccormick Foundation

$6K · 1 grant · 2020

Details

EIN391081800

NTEE codeP750

Subsection03

Ruling date1968-02

Formed1965

Employees473

Volunteers120