Mission
GUIDED BY CHRISTIAN IDEALS THAT NURTURE ALL PEOPLE, WE STRIVE TO PROVIDE EXCEPTIONAL LIVING ENVIRONMENTS, SERVICES AND EXPERIENCES FOR PEOPLE 55 AND OLDER.
Public Charity
EVERGREEN RETIREMENT COMMUNITY INC
EVERGREEN RETIREMENT COMMUNITY INC is a nonprofit organization categorized as Public Charity based in OSHKOSH, WI. Its most recent IRS filing (2024) reports revenue of $26.9M, expenses of $25.5M, total assets of $47.9M. Imperigo tracks 21 reported grant relationships connected to this organization totaling approximately $7.1M.
EIN: 391081800
OSHKOSH, WI
Supportive Housing for Older Adults
NTEE: P75
Latest filing: 2024
Total Revenue$26.9M
Total Expenses$25.5M
Total Assets$47.9M
Grant Records21
Funding Total$7.1M
Filing Years2019–2024
Where $100 goes at Evergreen Retirement Community Inc
How Evergreen Retirement Community Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$85
Programs
the work itself
$15
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $85 for programs
$85
Evergreen is a nonprofit continuing care retirement community (ccrc) serving older adults, ages 55 and older
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).
$864,769
CHARITABLE DONATION
$8,325
PROGRAM SUPPORT
$7,807
BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).
$1,184,170
PROGRAM SUPPORT
$8,687
Showing up to 5 of 21 total records — full history available with membership.
Officers & Directors
DIRECTOR
Alan Rommelfanger
DIRECTOR
Andrew Mathes
DIRECTOR
Ann Wilkes
CHAIRMAN (THRU MAY 2024)
Barbara Rau
CFO/TREASURER
Billie Jo Higgins
DIRECTOR
Chad Miller
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $26.9M | $25.5M | $47.9M |
| 2023 | $24.0M | $22.6M | $48.2M |
| 2022 | $19.6M | $20.3M | $48.5M |
| 2020 | $22.5M | $19.5M | $43.8M |
| 2019 | $20.4M | $19.4M | $42.5M |
Between 2019 and 2024, reported annual revenue grew from $20.4M to $26.9M (+32%), with total assets most recently reported at $47.9M.
Interactive year-over-year charts and full filing details available with membership.