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EVERGREEN RETIREMENT COMMUNITY INC

EIN 39-1081800 OSHKOSH, WI

Revenue 2024
$26,946,272
Expenses 2024
$25,476,765

Program services were 86.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P750
Classification
1700
Street
1130 N WESTFIELD ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • BARBARA RAU

    CHAIRMAN (THRU MAY 2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • TOM RAMSEY

    CHAIRMAN (FROM MAY 2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JAVAD AHMAD

    DIRECTOR (THRU FEB 2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • SEON YOON CHUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JIM CHITWOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DAWN DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • SARAH DEARMOND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DEDE DEWITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • VERNA FUNCKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • MIKE GREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DAVID KRUCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • SHERRY LYNCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ANDREW MATHES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • CHAD MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • TONY RENNING

    DIRECTOR (THRU NOV 2024)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • EMILY RICHESON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ALAN ROMMELFANGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JOHN STUBBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • GAIL SULLIVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ANN WILKES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • KEN ARNESON

    PRESIDENT /CEO

    Total calculated
    $331,826
    From this org
    $308,204
    From related orgs
    $0
    Other
    $23,622
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $295,704
    Bonus
    $12,500
    Other
    $0
    Deferred
    $18,476
    Nontaxable benefits
    $5,146
    Filer's total
    $331,826
  • BILLIE JO HIGGINS

    CFO/TREASURER

    Total calculated
    $182,427
    From this org
    $171,259
    From related orgs
    $0
    Other
    $11,168
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $163,421
    Bonus
    $7,838
    Other
    $0
    Deferred
    $10,270
    Nontaxable benefits
    $898
    Filer's total
    $182,427
  • LISA RUIZ

    EXECUTIVE ASSISTANT/SECRETARY

    Total calculated
    $76,496
    From this org
    $57,153
    From related orgs
    $0
    Other
    $19,343
    Hours/week
    40 + 1 related
  • ERIN SANDERS

    VP HUMAN RESOURCES

    Total calculated
    $146,426
    From this org
    $126,348
    From related orgs
    $0
    Other
    $20,078
    Hours/week
    40
  • PEGGY BELLIN

    VP HEALTH & SUPPORT SERVICES

    Total calculated
    $149,495
    From this org
    $123,500
    From related orgs
    $0
    Other
    $25,995
    Hours/week
    40

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $26,946,272
    Expenses
    $25,476,765
    Contributions
    $864,769
    Grants paid
    $0
  • 2023
    Revenue
    $24,015,472
    Expenses
    $22,636,799
    Contributions
    $1,184,170
    Grants paid
    $0
  • 2022
    Revenue
    $19,561,116
    Expenses
    $20,290,692
    Contributions
    $742,255
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.