What Evergreen Retirement Community does

Evergreen Retirement Community is a Christian non-profit Life Plan Community (continuum-of-care retirement community, or CCRC) founded in 1965 and located on a 35-acre campus at 1130 North Westfield Street in Oshkosh, Wisconsin, serving older adults aged 55 and better. It operates as a health and welfare ministry of the Wisconsin Conference of the United Methodist Church, governed by a board of directors, and is affiliated with wholly-owned subsidiaries Evergreen Village, Inc. (independent living rental homes) and the Evergreen Foundation (charitable arm). The community delivers the full continuum of senior care across one campus: independent living (Courtyard Residence Apartments, Manor Apartments, Evergreen Village pocket neighborhood, Evergreen Homes), enhanced independent living at Garden Apartments, assisted living at Garden Heights and Manor View, memory care at ShareHaven, Medicare-certified skilled nursing at Creekview Health Center, and 22-bed short-term rehabilitation at Creekview Rehabilitation Center. Auxiliary services include therapy (physical, occupational, speech-language, aquatic), Evergreen At Home in-home care, salon, multiple dining venues, EVTV internal broadcasting, Tech@Home resident technology support, a fitness and aquatic center, and a Learning in Retirement program run in partnership with UW Oshkosh serving more than 250 members.

Revenue is generated primarily through monthly residency fees for independent and assisted living (specific pricing not publicly disclosed) and daily rates for skilled nursing ($426/day semi-private, $456/day private) and rehabilitation ($471/day private), with supplementary transaction-fee revenue from dining, salon, guest room rentals ($95/night), and At Home services. Distribution is direct-to-consumer, with prospective residents scheduling tours via phone (920-233-2340) or website; marketing channels include evergreenoshkosh.com, Facebook, an "Eye on Evergreen" email newsletter, and community events such as the Taste of Evergreen experience. The organization holds a LeadingAge Wisconsin Dementia Specific designation for ShareHaven, maintains an in-house CNA training program valued at over $1,000 per cohort to staff its care operations, and is actively expanding: Linden Oaks opened as a pocket neighborhood in 2021, and in 2025 the community acquired the former Kimberly-Clark headquarters property for future buildout.

The underlying technology stack is operational rather than differentiated: no proprietary software platform or AI capability is disclosed. Resident-facing systems include EVTV (an internal television station on digital channel 126.955 and Spectrum channel 955), Tech@Home staffed device support, the Worx Hub maintenance work-order system, and Lifeline personal emergency response. Workforce systems include Empower for 403(b) administration, Smith Rx as pharmacy benefit manager, Humana for dental/vision, and partnerships with Peanut Butter (student loan repayment), Vital Traction (mental health counseling), YMCA, Auto Authority, and FMLA Source. Evergreen has no public API, SDK, or app, and operates exclusively through direct in-person, phone, and web contact with no third-party resellers or marketplace channels.

Name

Evergreen Retirement Community

Legal name

Evergreen Retirement Community

Website

https://evergreenoshkosh.com

Company type

Private

Founded year

1965

Operating status

Operating

Headcount range

251–500 employees

Short description

Evergreen Retirement Community is a non-profit Life Plan Community on a 35-acre Oshkosh, Wisconsin campus, delivering the full continuum of senior care — independent living, assisted living, memory care, skilled nursing, and rehabilitation — to adults 55 and older.

Ownership category

akta.pro rank

Product category

Senior Living and Continuing Care Retirement Community

NAICS

Continuing Care Retirement Communities (623311), Assisted Living Facilities for the Elderly (623312), Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233), Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Nursing & Personal Care Facilities (8050), Services-Skilled Nursing Care Facilities (8051)

akta.pro primary industry

Large Campus / Multi-Building Assisted Living Communities (HLADABAG)

akta.pro secondary industries

Market-Rate Independent Living (Private Pay) Communities (HLADAAAA), Luxury / High-End Assisted Living Communities (HLADABAD), Active Adult (55+) Independent Living Communities (HLADAAAD), Elder Services & Aging Support (BPAGAEAF), Community & Senior Center Lifelong Learning Programs (EDAAAMAB)

Keywords

• Senior living community
• Continuing care services
• Assisted living facilities
• Skilled nursing care
• Memory care services

Headquarters

HQ city

Oshkosh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Supply Chain, Others

Revenue model

1. Skilled Nursing Daily Fees: Medicare-certified skilled nursing facility (Creekview Health Center) charges daily fees for long-term care. Semi-private rooms at $426/day and private rooms at $456/day, with intensive skilled nursing at $45/day surcharge. Wisconsin Bed Tax Assessment of $170/month additional.
2. Rehabilitation Daily Fees: Short-term inpatient rehabilitation services charged at $471/day for private rooms. Therapy costs may be covered by Medicare for eligible patients.
3. Learning in Retirement Membership: Adult learning program partnered with UW Oshkosh. Annual membership $105 for two semesters, single semester $55. Provides unlimited program attendance for members.
4. Dining Services: Three dining venues open to the public: The GardenSide Restaurant (9AM-7PM), Pub 67 (11:30AM-7PM), and Creekview Café (Monday-Friday 7AM-1PM). Takeout and online ordering available.
5. Salon and Spa Services: Uniquely You Beauty and Barber Shop offers hair, manicure, pedicure services to residents and potentially the public by appointment.
6. Independent Living Residency: Multiple independent living options including Courtyard Residence Apartments, Manor Apartments, Evergreen Village, and Evergreen Homes. Residents pay monthly fees for housing, services, and amenities. Services include maintenance, housekeeping, utilities, dining credits, and access to campus amenities.
7. Guest Room Rental: Overnight guest accommodations at $95/night for one guest room with two twin beds, linens, bathroom, TV, WiFi, and kitchenette amenities.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Evergreen Retirement Community is a Christian non-profit Life Plan Community operating a 35-acre campus in Oshkosh, Wisconsin, providing a full continuum of senior living and care services for adults 55 and better. Core offerings include independent living apartments and homes, enhanced independent living, assisted living, memory care, skilled nursing, inpatient rehabilitation, therapy services, in-home care, and an adult learning program. The community also provides amenities such as multiple dining venues, a fitness and aquatic center, an in-house TV station, technology support, and salon services.

Product overview

Evergreen Retirement Community is a Christian non-profit Life Plan Community serving older adults ages 55 and better, located in Oshkosh, Wisconsin. The organization offers a comprehensive continuum of senior living and care services through multiple integrated living options: Independent Living (Courtyard Residence Apartments, Manor Apartments, Evergreen Village, Evergreen Homes), Enhanced Independent Living (Garden Apartments), Assisted Living (Garden Heights and Manor View), Memory Care (ShareHaven), Skilled Nursing (Creekview Health Center), Inpatient Rehabilitation (Creekview Rehabilitation Center), Therapy Services, At Home Care, and Pocket Neighborhood (Linden Oaks). Beyond residential care, the community provides extensive amenities including Learning in Retirement programs, EVTV in-house television, multiple dining venues, Tech@Home technology support, Fitness & Aquatics Center, and volunteer programs. The organization also operates the Evergreen Foundation for charitable giving and offers a CNA Class program for workforce development.

Differentiator

Problem solved

Functional benefit

Products and services

• Independent Living Freedom-oriented living for seniors with multiple residence options including Courtyard Residence Apartments, Manor Apartments, Evergreen Village, and Evergreen Homes, plus services such as maintenance, housekeeping, dining, and transportation.
• Enhanced Independent Living (Garden Apartments)
• Assisted Living (Garden Heights and Manor View) Licensed Community Based Residential Facility (CBRF) providing ongoing assistance with activities of daily living, featuring 40 private accommodations with 24-hour resident assistant staff.
• Memory Care (ShareHaven) 24-hour care facility for individuals with Alzheimer's disease and other forms of dementia, offering personalized care in a family-like environment with 20 private bedrooms across two households. Holds LeadingAge Wisconsin Dementia Specific designation.
• Skilled Nursing (Creekview Health Center) Medicare-certified skilled nursing facility offering long-term, palliative, and end-of-life care with an innovative household design featuring 6 households with 34 private and 12 semi-private rooms.
• Inpatient Rehabilitation (Creekview Rehabilitation Center) Short-term skilled nursing care and therapy services for patients recovering from surgery, injury, or illness, with 22 private rooms featuring full baths and roll-in showers.
• Therapy Services Comprehensive rehabilitation services including physical therapy, occupational therapy, speech-language pathology, and aquatic therapy in a heated pool with state-of-the-art facilities.
• At Home Care In-home care services for seniors who live independently but require some assistance, provided both on the Evergreen campus and in the greater Oshkosh community.
• Pocket Neighborhood (Linden Oaks) Cluster of distinctly designed homes around common green space, offering a new rental option in the greater Oshkosh community as an Evergreen Community.
• Learning in Retirement (LIR) Member-directed adult learning program in partnership with UW Oshkosh, offering unlimited programs per academic year including learning sessions, peer teaching, interest groups, and tours for adults 55+. Annual membership $105 for two semesters, single semester $55.
• Dining Services
• Uniquely You Beauty & Barber Shop
• CNA Class Program
• Guest Room
• Fitness & Aquatics Center Fitness facilities including aquatic center, fitness centers, aerobic studio, and heated pool available to residents and community members aged 55+.

Named customers1 record

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• UW Oshkosh (University of Wisconsin Oshkosh)coreStrategic or Co-development Partner · 1 January 1997Learning in Retirement program is operated in partnership with UW Oshkosh, providing academic credibility and structure to the adult learning program. The organization started in 1997 when UW Oshkosh staff invited community members to help plan activities. Evergreen provides office, classroom, and storage space.
• LeadingAge WisconsinminorOthersIndustry association membership for senior living communities, providing networking, advocacy, and professional development resources. Evergreen is listed as a resource beyond the campus community.
• Peanut Butter (Student Loan Repayment)minorOthersEvergreen partners with Peanut Butter to help employees manage student debt through a monthly $50 company contribution toward loans, refinancing marketplace access, and free counseling services.
• EmpowercoreOthersEvergreen partners with Empower for 403(b) retirement plan administration, offering pre-tax and post-tax (Roth) contribution options, target date funds, and managed diversification for employees.
• HumanacoreOthersDental and vision insurance provider through Humana for employees, offering comprehensive dental and vision benefits.
• Vital Traction, LLCminorOthersFree counseling and mental health services provider for employees and their family members through this partnership, offering support for work, family, stress, anxiety, depression, and wellness.
• YMCAminorOthersEvergreen partners with YMCA to provide discounted membership for employees and families with no joining fee, enhancing employee wellness benefits.
• Auto AuthorityminorOthersPartnership for auto repair and maintenance services with courtesy valet and payroll deduction options for employees.
• Smith RxcoreOthersPharmacy Benefits Manager (PBM) providing prescription drug benefits to employees through Smith Rx.
• FMLA SourceminorOthersEvergreen partners with FMLA Source to administer Family Medical Leave Act benefits for employees.

Scale indicators4 records

Recent moves18 records

Expansion highlights6 records

Direct peers

• Oakwood Village: Wisconsin-based continuing care retirement community (Madison, WI) offering independent living, assisted living, memory care, and skilled nursing on a single campus. Closest geographic and structural peer to Evergreen's Life Plan Community model in Wisconsin.
• Presbyterian Homes & Services: Non-profit, faith-affiliated senior living operator offering a full continuum of care (independent living, assisted living, memory care, skilled nursing) across multiple campuses in the Upper Midwest. Directly comparable continuum-of-care, mission-driven operating model to Evergreen.
• Sunrise Senior Living: Large national operator of senior living communities offering independent living, assisted living, and memory care with a continuum-of-care model. Comparable in offering a full range of senior living services under one brand, though operated on a for-profit basis.
• Atria Senior Living: National senior living operator focused on independent living, assisted living, and memory care with amenity-rich communities. Comparable resident profile and service mix to Evergreen's independent and assisted living tiers.
• Life Care Services (LCS): Operator and manager of continuing care retirement communities (CCRCs) and Life Plan Communities across the US. Closest direct peer to Evergreen's Life Plan Community structure and continuum-of-care positioning.
• Trinity Health Senior Communities: Faith-based non-profit senior living provider offering independent living, assisted living, memory care, and skilled nursing through a national network. Directly comparable mission-driven, church-affiliated model to Evergreen.
• Friendship Village: Non-profit continuing care retirement community offering a full continuum of care on a single campus. Highly comparable Life Plan Community operating model to Evergreen.
• Belmont Village Senior Living: Operator of senior living communities focused on independent living, assisted living, and memory care with proprietary programs. Comparable service offering and resident profile to Evergreen, particularly in assisted living and memory care.

Broad incumbents

• Brookdale Senior Living: Largest US operator of senior living communities, offering independent living, assisted living, memory care, and skilled nursing across hundreds of locations. Broader incumbent with overlapping service categories but significantly larger scale and for-profit structure.

Emerging players

• National HealthCare Corporation: Operator of skilled nursing facilities, assisted living, and home health services with a strong presence in the Southeast. Comparable skilled nursing and post-acute care services to Evergreen's Creekview Health Center and Rehab Center, though with a primarily for-profit, multi-state footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/EvergreenOshkosh
• Xx.com/evergreenosh

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evergreen Retirement Community