Evergreen Foundation Inc logo

Evergreen Foundation Inc

Public charity · Grantmaker Oshkosh, WI EIN: 39-1388991 Website

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.

Key facts about Evergreen Foundation Inc

In short: Evergreen Foundation Inc gave $865K across 1 grant in 2024 (avg $865K), mostly in Wisconsin. Source: 2024 IRS Form 990.

EIN
39-1388991
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$864,769
Grants made (2024)
1
Average grant
$864,769
Median grant
$864,769
Total assets
$23,294,451
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$23.3M

+5.7% YoY

Annual Giving

$865K

-27.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$865K

-27.0% YoY

How Evergreen Foundation Inc gives

  • Giving held roughly steady from 2021 to 2024 (−9%). Method

From the foundation's IRS Form 990 filings. Methodology.

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.

Your AI grants department

Ready to take the next step with Evergreen Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Oshkosh

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $742K (2022) to $1.2M (2023). In 2024 it made 1 grant totaling $865K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Evergreen Retirement Community Inc: $865KEvergreen Retirement CommunityInc$865K

The largest 2024 recipient was Evergreen Retirement Community Inc ($865K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K4$500K–1M1$1–5M$5M+

The most common grant size was in the $500K–1M range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Evergreen Retirement Community Inc Oshkosh, WIBenevolent need, special projects (restricted funds), grounds beautification, and special projects approved by the board (unrestricted funds).$864,769

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$23,294,451$22,030,908$19,987,827
Revenue$1,632,454$1,108,819$1,740,291
Expenses$1,097,880$1,421,512$1,029,959
Net Investment Income$1,127,577$223,407$985,483

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS October 29, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS October 30, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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.

Your AI grants department

Here's the math on researching Evergreen Foundation Inc by hand.

Explore Open Grants

Browse active grant opportunities in Evergreen Foundation Inc's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Wisconsin

Oshkosh Area Community Foundation Corporation

Oshkosh, WI

The Oshkosh Area Community Foundation funds charitable and educational work, including community arts, basic needs, youth programs, and nonprofit capacity, in Winnebago, Waushara, and Green Lake counties and the City of Ripon. Its 2025 grants had a median of $18,550 and ranged from $5,250 to $1 million; it offers competitive grant programs with varying guidelines and eligibility.

Philanthropy, Voluntarism & Grantmaking

Assets

$200.8M

Grants

126

Total Given

$8.2M

Evergreen Manor Endow Tr (Rowland)

Milwaukee, WI

Assets

$1.3M

Grants

1

Total Given

$73K

Thrivent Charitable Impact & Investing

Appleton, WI

Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$939.7M

Grants

2,565

Total Given

$84.6M

Dane Buy Local Foundation Inc

Madison, WI

Dane Buy Local Foundation supports buy-local education, collaboration, and programs that strengthen locally owned businesses and communities in Dane County and South Central Wisconsin; it also offers scholarships to area high school seniors pursuing post-secondary business or entrepreneurship studies. No typical award amount is stated, and the information does not say whether the Foundation accepts unsolicited funding requests.

Community Improvement & Capacity Building

Assets

$16K

Grants

1

Total Given

$136K

Alliant Energy Foundation Inc

Madison, WI

Assets

$28.5M

Grants

929

Total Given

$2.4M

Greater Milwaukee Foundation Inc

Milwaukee, WI

The Greater Milwaukee Foundation funds nonprofits working on regional needs such as education, housing, basic needs, health, arts and culture, and small business, with an emphasis on racial equity. Most 2024 grants were relatively modest (median $27,778), though amounts ranged from $5,017 to $4.56 million; its competitive cycles serve organizations in Milwaukee, Waukesha, Ozaukee and Washington counties. It accepts applications through competitive grant cycles held three times a year.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

838

Total Given

$66.8M

Herb Kohl Educational Foundation Inc

Milwaukee, WI

The foundation funds educational excellence in Wisconsin, including student scholarships and awards for teachers, principals, schools, and classrooms; its 2025 grants ranged from $290 to $15,000, with a median of $6,000. It directs applicants to its program applications for application details; whether it accepts unsolicited requests is not stated.

Education

Assets

$14K

Grants

425

Total Given

$2.1M

Green Bay Packers Foundation

Green Bay, WI

The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.

Assets

$57.2M

Grants

530

Total Given

$3.6M

Community Foundation for the Fox Valley Region Inc

Appleton, WI

The Community Foundation for the Fox Valley Region funds public charities and public entities across areas including arts and culture, education, health, human services, community improvement, and the environment, with many grants focused on the Fox Valley. Its 2024 grants ranged from $5,073 to $5,841,877, with a median of $24,900; some funds accept applications through the grant portal, while others are donor-directed or invitation-only.

Assets

$536.6M

Grants

448

Total Given

$32.4M

Mufg Union Bank Foundation Ag

Milwaukee, WI

The foundation funded affordable housing, community economic development, education, human services, and environmental work, particularly expanding economic opportunity in low- and moderate-income communities; its grants supported organizations in multiple regions, including California, the Pacific Northwest, and elsewhere. Recent grants ranged from about $43,000 to $200,000, though its 2023 final return reported no grants. It gave only to preselected organizations and did not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$5.8M

Grants

441

Total Given

$8.5M

United Way of Greater Milwaukee & Waukesha County Inc

Milwaukee, WI

United Way of Greater Milwaukee & Waukesha County funds local human services and community programs focused on housing stability, digital access, employment, teen mental wellness, and community resilience. Its 2025 grants ranged from $5,000 to about $2 million, with a median of about $34,000, and most funding went to Wisconsin, especially its four-county region. It requires a Letter of Intent before a full application; the listed 2026–27 Letter of Intent deadline has passed.

Philanthropy, Voluntarism & Grantmaking

Assets

$50.8M

Grants

639

Total Given

$42.7M

Give Back Foundation

Madison, WI

Give Back Foundation distributes donor-designated contributions through workplace giving and other giving platforms to selected 501(c)(3) charities, rather than setting its own cause areas. In 2025, grants had a median of $9,066, with recipient organizations concentrated in Virginia, California, and Washington, D.C.; it does not accept unsolicited requests or work directly with charities.

Assets

$31.3M

Grants

639

Total Given

$40.1M

More Funders in Wisconsin

Evergreen Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?