Wisconsin · Nonprofit
EVERGREEN RETIREMENT COMMUNITY INC
EVERGREEN RETIREMENT COMMUNITY INC (Wisconsin) receives grants from 6 organizations whose IRS filings report $533,740 to it, the largest being EVERGREEN MANOR ENDOW TR (ROWLAND) ($356,288). 3 of them have funded it in more than one year.
- Revenue FY2024
- $27M
- Funders on record
- 6
- Grants received
- $534k
- Net assets
- $19M
What Evergreen Retirement Community Inc does
Mission
Guided by christian ideals that nurture all people, we strive to provide exceptional living environments, services and experiences for people 55 and older.
As stated on its FY2024 Form 990.
Program
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…
$21,934,080 spent$25,631,476 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $21,934,080.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $38M to $42M (+11%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 14%. Grants only. Government contracts and fees sit inside program revenue.
3% of EVERGREEN RETIREMENT COMMUNITY INC’s revenue is contributions — about as donation-reliant as the typical peer (21% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Ken Arneson
President /CEO
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $70k → $13k.
4 of 6 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 31% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $7.9M from one payer (the payer shares this organization's board, largest Evergreen Foundation Inc). These are real filings, and they are not money EVERGREEN RETIREMENT COMMUNITY INC raised.
From the IRS filings of EVERGREEN RETIREMENT COMMUNITY INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
EVERGREEN RETIREMENT COMMUNITY INC leans on a few funders — its largest provides 67% of grant income and the top three 95%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
33% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund EVERGREEN RETIREMENT COMMUNITY INC.
Largest funder’s share by year: 2017 100% · 2018 87% · 2019 72% · 2020 76% · 2021 93% · 2022 66% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of EVERGREEN RETIREMENT COMMUNITY INC's grant income comes from Wisconsin funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $167k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
EVERGREEN RETIREMENT COMMUNITY INC holds deeper cash reserves than three-quarters of the 3,288 human services nonprofits its size.
this organization peer median middle 50% of peers· 3,288 human services nonprofits $10M–$100M, FY2024
Government funding EVERGREEN RETIREMENT COMMUNITY INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $132k on record.
- Department of Veterans Affairs$132k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like EVERGREEN RETIREMENT COMMUNITY INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Wisconsin
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
86% of spending goes to programs.
Governance
Public support
98%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 5 related entities
- Erc Ventures LLC · disregarded
- Linden Oaks LLC · disregarded
- Evergreen Foundation Inc · exempt
- Evergreen Communities Inc · exempt
- Evergreen Village Inc · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for EVERGREEN RETIREMENT COMMUNITY INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds EVERGREEN RETIREMENT COMMUNITY INC?
- EVERGREEN RETIREMENT COMMUNITY INC (Wisconsin) receives grants from 6 organizations whose IRS filings report $533,740 to it, the largest being EVERGREEN MANOR ENDOW TR (ROWLAND) ($356,288). 3 of them have funded it in more than one year.
- How many funders does EVERGREEN RETIREMENT COMMUNITY INC have?
- IRS filings report 6 organizations giving $533,740 in grants to EVERGREEN RETIREMENT COMMUNITY INC, 3 of which have funded it in more than one year.
- Who is the largest funder of EVERGREEN RETIREMENT COMMUNITY INC?
- EVERGREEN MANOR ENDOW TR (ROWLAND) is the largest funder on record, with $356,288 in grants. The full list of funders is on this page.
- How can an organization like EVERGREEN RETIREMENT COMMUNITY INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Evergreen Retirement →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 6 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing