Evergreen Foundation Inc
Evergreen Foundation, inc. Receives gifts and bequests, raises funds for specific projects or needs, administers and invests funds, and disburses payments to and on behalf of evergreen retirement community, inc.
Evergreen Foundation Inc at a glance
In short: Evergreen Foundation Inc gave $865K across 1 grant in 2024 (avg $865K), mostly in Wisconsin. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $864,769
- -27.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $864,769
- -27.0% vs 2023
- Median grant
- $864,769
- Total assets
- $23,294,451
- +5.7% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Evergreen Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Evergreen Retirement Community Inc ($865K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Evergreen Foundation Inc gives
- Giving held roughly steady from 2021 to 2024 (−9%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $742K (2022) to $1.2M (2023). In 2024 it made 1 grant totaling $865K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Evergreen Retirement Community Inc Oshkosh, WI | Benevolent need, special projects (restricted funds), grounds beautification, and special projects approved by the board (unrestricted funds). | $864,769 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $23,294,451 | $1,632,454 | $1,097,880 | $864,769 | 1 | $1,127,577 |
| 2023 | $22,030,908 | $1,108,819 | $1,421,512 | $1,184,170 | 1 | $223,407 |
| 2022 | $19,987,827 | $1,740,291 | $1,029,959 | $742,255 | 1 | $985,483 |
| 2021 | $23,610,325 | $3,246,928 | $1,240,032 | $949,183 | 1 | $1,328,985 |
| 2020 | $20,231,238 | $1,257,949 | $1,131,214 | $810,860 | 1 | $463,085 |
About Evergreen Foundation Inc
Based on IRS filings
Evergreen Foundation Inc is a public charity, based in Oshkosh, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.3M in total assets. In 2024, it awarded 1 grant totaling $865K. Net investment income was $1.1M.
Leadership & Key People
Officers and directors from IRS filings
Evergreen Foundation Inc is led by Ken Arneson, President & CEO on every filing since 2021; none of the 15 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ken Arneson
President & CEO
On filings since 2021
1 hr/week
No compensation reported
Mary Hansen
Chair
Vice Chair → Chair, 2021
On filings since 2020
1 hr/week
No compensation reported
Barb Knutzen
Chair
Director → Vice Chair, 2022
Vice Chair → Chair, 2024
On filings since 2021
1 hr/week
No compensation reported
Kathy Propp
Director
On filings since 2020
1 hr/week
No compensation reported
Tom Wintheiser
Director
On filings since 2020
1 hr/week
No compensation reported
Wayne Oehler
Director
On filings since 2020
1 hr/week
No compensation reported
Anna Filipova
Director
On filings since 2021
1 hr/week
No compensation reported
Alyson Zierdt
Director
On filings since 2023
1 hr/week
No compensation reported
Darrick Munsch
Director
On filings since 2023
1 hr/week
No compensation reported
Anne Cameron Gassere
Director
New on the 2024 filing
1 hr/week
No compensation reported
Kortney Jenks
Director
New on the 2024 filing
1 hr/week
No compensation reported
Susan Knobloch
Director
New on the 2024 filing
1 hr/week
No compensation reported
Billie Jo Higgins
Vice President Finance, Is & Treasurer
CFO & Treasurer Starting June → Vice President Finance, Is & Treasurer, 2021
On filings since 2020
1 hr/week
No compensation reported
John Schorse
Vice Chair
Director → Vice Chair, 2024
On filings since 2021
1 hr/week
No compensation reported
Stephanie Kintopf
Secretary
On filings since 2023
1 hr/week
No compensation reported
Former officers (12)
- Former: Vicki Tessmer (2021–2023) — Secretary
- Former: Pam Ruder (2020–2021) — Director
- Former: Cathy Scherer (2020) — Director
- Former: Erin Sanders (2020) — Vice President of Human Resources
- Former: Ginna Nelson (2020) — Director
- Former: John Krueger (2020) — Vice President of Finance, Is & Treasurer · Filing note: Until June
- Former: Kenneth A. Arneson (2020) — President & CEO
- Former: Lisa Ruiz (2020) — Interm Executive Assistant & Secretary
- Former: Patti Andresen-Shew (2020) — Director
- Former: Peggy Bellin (2020) — Vice President Health & Support Services
- Former: Rick Picard (2020) — Chair
- Former: Sharon Boyce (2020) — Executive Assistant & Secretary
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Evergreen Foundation Inc
How much does Evergreen Foundation Inc give each year?
Evergreen Foundation Inc gave $865K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $1.2M across 1 grant.
How large is Evergreen Foundation Inc?
Evergreen Foundation Inc reported $23.3M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.6M.
Where does Evergreen Foundation Inc operate?
Evergreen Foundation Inc has awarded grants in Wisconsin.
What is Evergreen Foundation Inc's EIN?
Evergreen Foundation Inc's EIN (Employer Identification Number) is 39-1388991. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 29, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 30, 2025)
- IRS filings on file for fiscal years 2020–2024
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