EIN 39-1081800

Evergreen Retirement Community

IRS 501(c) type
501(c)(3)
Num. employees
490
Year formed
1965
Most recent tax filings
2023-12-01
Description
Evergreen Retirement Community strives to provide exceptional living environments, services, and experiences for people 55 and older, guided by Christian ideals. It serves older adults as a nonprofit continuing care Retirement Community (ccrc), ideal for those seeking a lifestyle of choice, freedom, safety, community, and value. More than just a senior living community, Evergreen offers exceptional amenities and care in Oshkosh, WI.
Total revenues
$24,015,472
2023
Total expenses
$22,636,799
2023
Total assets
$48,166,998
2023
Num. employees
490
2023

Program areas at Evergreen Retirement Community

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.

Who funds Evergreen Retirement Community

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Evergreen FoundationBenevolent Need, Special Projects (Restricted Funds), Grounds Beautification, and Special Projects Approved By the Board (Unrestricted Funds).$742,255
Oshkosh Area Community Foundation Corporation (OACF)Program Support$12,500
Wisconsin PEO Sisterhood HELP FundCash To Assist in Evergreen Providing Shelter and 1130 N Westfield St Living Expenses for Individuals$5,000

Personnel at Evergreen Retirement Community

NameTitleCompensation
Ken ArnesonPresident and Chief Executive Officer$284,401
Billie Jo HigginsTreasurer$159,608
Theresa BrockmanVice President Marketing
Erin SandersVice President Human Resources$120,254
Peggy BellinVice President Health and Support Services$117,378
...and 6 more key personnel

Financials for Evergreen Retirement Community

RevenuesFYE 12/2023
Total grants, contributions, etc.$1,184,170
Program services$22,494,234
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$337,068
Total revenues$24,015,472

Form 990s for Evergreen Retirement Community

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-29990View PDF
2022-122023-11-13990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-04-01990View PDF
...and 10 more Form 990s

Organizations like Evergreen Retirement Community

OrganizationLocationRevenue
The Village at RockvilleFrederick, MD$41,416,328
Shell Point Retirement CommunityFort Myers, FL$101,931,346
Emerald HeightsRedmond, WA$40,431,996
Carroll Lutheran VillageWestminster, MD$33,173,566
Holly HallHouston, TX$11,967,249
Morningstar Senior LivingNazareth, PA$17,037,092
Heritage PointeMission Viejo, CA$11,815,619
Methodist Retirement Center of Central OhioColumbus, OH$13,710,062
Calvin CommunityDes Moines, IA$12,045,556
Luther Manor / United Lutheran Program for the Aging IncWauwatosa, WI$26,200,196
Data update history
December 22, 2024
Updated personnel
Identified 2 new personnel
October 22, 2024
Received grants
Identified 2 new grant, including a grant for $12,500 from Oshkosh Area Community Foundation Corporation (OACF)
January 3, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 3, 2024
Received grants
Identified 1 new grant, including a grant for $742,255 from Evergreen Foundation
December 25, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Nursing homesHuman service organizationsRetirement homesHeadquarter / parent organizationsCharities
Issues
Human services
Characteristics
ChristianReligiousState / local levelEndowed supportCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
1130 N Westfield St
Oshkosh, WI 54902
Metro area
Oshkosh-Neenah, WI
County
Winnebago County, WI
Website URL
evergreenoshkosh.com/ 
Phone
(920) 233-2340
IRS details
EIN
39-1081800
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1965
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P75: Senior Continuing Care Communities
NAICS code, primary
62331: Assisted Living and Continuing Care Retirement Communities
Parent/child status
Central organization
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