Evergreen Retirement Community, Inc.

Wisconsin
Registered In
03/01/1965
Incorp. Date

Company Summary

Evergreen Retirement Community, Inc. in Wisconsin lists Billie Jo Higgins of Oshkosh, WI.

Registered In
Wisconsin
Incorporation Date
Registration Type
Domestic
Company Type
Nonstock Corporation
Status
Restored to Good Standing
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Billie Jo Higgins Registered Agent
1130 N WESTFIELD ST, OSHKOSH, WI 54904

Financial Information for Evergreen Retirement Community, Inc.

Form 5500

EVERGREEN RETIREMENT COMMUNITY, INC.

1130 North Westfield Street, Oshkosh, Wi 54902 (920) 233-2340 EIN:39-1081800 Plan Admin:Erin Sanders
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN Plan #502 Participants BOY/EOY158 / 0 Assets BOY/EOY$0 / $0 2023 EVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN - Plan #502 158 / 0 $0 / $0
2022 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN Plan #001 Participants BOY/EOY341 / 449 Assets BOY/EOY$13,651,925 / $11,582,568 2022 EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN - Plan #001 341 / 449 $13,651,925 / $11,582,568
2022 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN Plan #502 Participants BOY/EOY160 / 0 Assets BOY/EOY$0 / $0 2022 EVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN - Plan #502 160 / 0 $0 / $0
2021 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN Plan #001 Participants BOY/EOY378 / 339 Assets BOY/EOY$13,783,154 / $13,651,925 2021 EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN - Plan #001 378 / 339 $13,783,154 / $13,651,925
2021 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN Plan #502 Participants BOY/EOY160 / 0 Assets BOY/EOY$0 / $0 2021 EVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN - Plan #502 160 / 0 $0 / $0
2020 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN Plan #001 Participants BOY/EOY372 / 377 Assets BOY/EOY$11,877,958 / $13,783,154 2020 EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN - Plan #001 372 / 377 $11,877,958 / $13,783,154
2020 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN Plan #502 Participants BOY/EOY163 / 0 Assets BOY/EOY$0 / $0 2020 EVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN - Plan #502 163 / 0 $0 / $0
2019 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN Plan #001 Participants BOY/EOY357 / 363 Assets BOY/EOY$9,926,673 / $11,877,958 2019 EVERGREEN RETIREMENT COMMUNITY, INC. 403(B) PLAN - Plan #001 357 / 363 $9,926,673 / $11,877,958
2019 Plan NameEVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN Plan #502 Participants BOY/EOY190 / 163 Assets BOY/EOY$0 / $0 2019 EVERGREEN RETIREMENT COMMUNITY, INC. MEDICAL PROTECTION PLAN - Plan #502 190 / 163 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

EVERGREEN RETIREMENT COMMUNITY INC

1130 N Westfield St, Oshkosh, Wi 54902-3217 EIN:39-1081800 Deductibility:Contributions are deductible Classification:Charitable Organization; Religious Organization Type:Supportive Housing for Older Adults
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps479 Contributions$742,255 Revenue$19,561,116 Expenses$20,290,692 Assets EOY$48,530,279 Liabilities$31,976,818 2022 479 $742,255 $19,561,116 $20,290,692 $48,530,279 $31,976,818
2021 # of Emps474 Contributions$949,183 Revenue$19,424,837 Expenses$19,735,925 Assets EOY$46,606,171 Liabilities$29,323,134 2021 474 $949,183 $19,424,837 $19,735,925 $46,606,171 $29,323,134
2020 # of Emps479 Contributions$3,882,268 Revenue$22,510,959 Expenses$19,500,045 Assets EOY$43,849,079 Liabilities$26,254,954 2020 479 $3,882,268 $22,510,959 $19,500,045 $43,849,079 $26,254,954
2019 # of Emps482 Contributions$659,528 Revenue$20,365,360 Expenses$19,371,105 Assets EOY$42,525,878 Liabilities$27,962,143 2019 482 $659,528 $20,365,360 $19,371,105 $42,525,878 $27,962,143
2018 # of Emps490 Contributions$583,871 Revenue$19,575,011 Expenses$18,588,454 Assets EOY$42,128,199 Liabilities$28,566,898 2018 490 $583,871 $19,575,011 $18,588,454 $42,128,199 $28,566,898
Tax Returns based on Form 990 & 990N.
PPP Loans

EVERGREEN RETIREMENT COMMUNITY, INC.

1130 N Westfield St, Oshkosh, Wi 54902-3217 Industry:Continuing Care Retirement Communities
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$1,889,900 Forgiven$1,907,297 LenderAssociated Bank, National Association Jobs195 04/08/2020 $1,889,900 $1,907,297 Associated Bank, National Association 195
PPP Loans based on Paycheck Protection Program.
Person/City Match:Billie Jo Higgins - Oshkosh, WI
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The following government agencies have contributed data:

Wisconsin Department of Financial Institutions U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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