Evergreen Union Retirement Association

Eugene, OR
Tax-exempt since Dec. 1992
EIN: 93-6036672

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Revenue

$457k (2023)

Expenses

$34.2k (2023)

Total Assets

$25.9M (2023)

Total Liabilities

$11.5k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending June
2023

Revenue

$457,423

Expenses

$34,192

Net Income

$423,231

Net Assets

$25,845,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$457,423	100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$25,857,374
Total Liabilities	$11,502
Net Assets	$25,845,872

Compensation

Key Employees and Officers	Compensation	Related	Other
Dave Curtis (Director)	$0	$0	$0
Emsley Curtis (Director)	$0	$0	$0
Paul Holvey (Director)	$0	$0	$0
Wallace Jensen (President)	$0	$0	$0
Roger D Kaldahl (Secretary/Tr)	$0	$0	$0
Ray Taylor (Director)	$0	$0	$0

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990

Filed on Feb. 10, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$607,008

Expenses

$573,078

Net Income

$33,930

Net Assets

$22,838,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$87,612	14.4%
Investment Income	$519,396	85.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$22,850,099
Total Liabilities	$11,502
Net Assets	$22,838,597

Compensation

Key Employees and Officers	Compensation	Related	Other
Dave Curtis (Director)	$0	$0	$0
Emsley Curtis (Director)	$0	$0	$0
Paul Holvey (Director)	$0	$0	$0
Wallace Jensen (President)	$0	$0	$0
Roger D Kaldahl (Secretary/Tr)	$0	$0	$0
Ray Taylor (Director)	$0	$0	$0

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990

Filed on May 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$1,275,981

Expenses

Net Income

$1,275,981

Net Assets

$22,804,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$959,500	75.2%
Investment Income	$316,481	24.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$22,816,169
Total Liabilities	$11,502
Net Assets	$22,804,667

Compensation

Key Employees and Officers	Compensation	Related	Other
Dave Curtis (Director)	$0	$0	$0
Emsley Curtis (Director)	$0	$0	$0
Paul Holvey (Director)	$0	$0	$0
Wallace Jensen (President)	$0	$0	$0
Roger D Kaldahl (Secretary/Tr)	$0	$0	$0
Ray Taylor (Director)	$0	$0	$0

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990

Filed on May 5, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$3,625,923

Expenses

Net Income

$3,625,923

Net Assets

$21,528,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,099,589	85.5%
Investment Income	$526,334	14.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$21,539,857
Total Liabilities	$11,171
Net Assets	$21,528,686

Compensation

Key Employees and Officers	Compensation	Related	Other
Dave Curtis (Director)	$0	$0	$0
Emsley Curtis (Director)	$0	$0	$0
Paul Holvey (Director)	$0	$0	$0
Wallace Jensen (President)	$0	$0	$0
Roger D Kaldahl (Secretary/Tr)	$0	$0	$0
Ray Taylor (Director)	$0	$0	$0

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990

Filed on May 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$16,852,801

Expenses

$906,882

Net Income

$15,945,919

Net Assets

$17,902,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,555,579	9.2%
Investment Income	$148,434	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$15,148,788	89.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$332,548	36.7%

Assets/Debt
Total Assets	$17,909,330
Total Liabilities	$6,567
Net Assets	$17,902,763

Compensation

Key Employees and Officers	Compensation	Related	Other
Wallace Jensen (President)	$0	$0	$0
Roger D Kaldahl (Secretary/Tr)	$0	$0	$0
Emsley Curtis (Director)	$0	$0	$0
Paul Holvey (Director)	$0	$0	$0
Dave Curtis (Director)	$0	$0	$0
Ray Taylor (Director)	$0	$0	$0

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990

Filed on July 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$2,064,526

Expenses

$1,827,801

Net Income

$236,725

Net Assets

$1,956,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,064,290	100.0%
Investment Income	$290	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$637,999	34.9%

Assets/Debt
Total Assets	$2,782,265
Total Liabilities	$825,421
Net Assets	$1,956,844

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Revenue

$2,020,640

Expenses

$1,834,543

Net Income

$186,097

Net Assets

$1,720,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,020,245	100.0%
Investment Income	$395	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$639,383	34.9%

Assets/Debt
Total Assets	$1,916,448
Total Liabilities	$196,329
Net Assets	$1,720,119

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2016

Revenue

$1,980,551

Expenses

$1,820,715

Net Income

$159,836

Net Assets

$1,534,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,979,764	100.0%
Investment Income	$787	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$612,678	33.7%

Assets/Debt
Total Assets	$1,784,155
Total Liabilities	$250,133
Net Assets	$1,534,022

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2015

Revenue

$1,904,144

Expenses

$1,849,632

Net Income

$54,512

Net Assets

$1,374,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,902,600	99.9%
Investment Income	$1,544	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$615,097	33.3%

Assets/Debt
Total Assets	$1,743,564
Total Liabilities	$369,378
Net Assets	$1,374,186

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$1,884,384

Expenses

$1,734,402

Net Income

$149,982

Net Assets

$1,319,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,883,481	100.0%
Investment Income	$0
Bond Proceeds	$903	0.0%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$561,151	32.4%

Assets/Debt
Total Assets	$1,826,988
Total Liabilities	$507,314
Net Assets	$1,319,674

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$1,859,811

Expenses

$1,702,932

Net Income

$156,879

Net Assets

$1,169,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,858,791	99.9%
Investment Income	$1,020	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$554,547	32.6%

Assets/Debt
Total Assets	$1,744,558
Total Liabilities	$574,866
Net Assets	$1,169,692

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$1,835,129

Expenses

$1,746,172

Net Income

$88,957

Net Assets

$1,012,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,833,315	99.9%
Investment Income	$1,814	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$564,964	32.4%

Assets/Debt
Total Assets	$1,692,683
Total Liabilities	$679,870
Net Assets	$1,012,813

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$1,818,351

Expenses

$1,621,063

Net Income

$197,288

Net Assets

$923,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,815,471	99.8%
Investment Income	$2,880	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$524,827	32.4%

Assets/Debt
Total Assets	$1,709,219
Total Liabilities	$785,363
Net Assets	$923,856

990

Primary tax return for a nonprofit’s activities, finances, and governance

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated November 21, 2024

Evergreen Union Retirement Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $457k (2023)

Expenses $34.2k (2023)

Total Assets $25.9M (2023)

Total Liabilities $11.5k (2023)

Tax Filings and Audits by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Audits

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Audits

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$457k (2023)

Expenses

$34.2k (2023)

Total Assets

$25.9M (2023)

Total Liabilities

$11.5k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002