Inclusa Foundation Inc
Inclusa Foundation Inc is a public charity based in Stevens Point, Wisconsin, formed in 2016. It supports nonprofit organizations working with older adults and people with disabilities in Wisconsin, with an emphasis on systems change in long-term services and supports (LTSS).
Inclusa Foundation Inc at a glance
In short: Inclusa Foundation Inc gave $2.2M across 21 grants in 2024 (avg $104K), mostly in Wisconsin. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $2,182,499
- Grants made (2024)
- 21
- Average grant
- $103,929
- Median grant
- $75,000
- Total assets
- $224,037,348
- +6.9% vs 2023
- Primary geography
- Wisconsin (82% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to Inclusa Foundation Inc
- Contact
Mailing address: 2801 Hoover Road 1J, Stevens Point, WI 54481
Phone: (715) 343-4111
Website: https://inclusafoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Inclusa Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Wisconsin Board for People with Developmental Disabilities ($352K). Together the top 10 received $1.7M.
Grant Size Distribution
101 grants across all recorded years
The most common grant size was under $50K: 82 grants of 101 (81%).
Geographic Focus
Where this funder awards grants
The foundation’s filing describes its support as serving Wisconsin, and its 2024 grantmaking program description refers to initiatives throughout Wisconsin. In 2024, 82% of itemized grant dollars went to recipients in Wisconsin; the remaining reported shares went to Maryland (14%), Minnesota (3%), and Illinois (1%). The listed open calls specify a Wisconsin geographic scope.
Grant Distribution by State
Share of 2024 grant dollars across all 21 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.5M (2020) to $2.2M (2024). In 2024 it made 21 grants totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wisconsin Board for People with Developmental Disabilities Madison, WI | Program Support | $351,608 |
| National Leadership Consortium (NLC) on Developmental Disabilities an Affil Towson, MD | Program Support | $314,500 |
| Aging and Disability Resource Center of Dunn County Menomonie, WI | Program Support | $240,120 |
| Kinnickinnic River Land Trust River Falls, WI | Program Support | $202,605 |
| Disability Service Providers Network Madison, WI | Program Support | $119,962 |
| Opportunity Development Centers Inc Wisconsin Rapids, WI | Program Support | $115,375 |
| State of Wisconsin Board on Aging and Long Term Care Madison, WI | Program Support | $110,500 |
| Aptiv Inc La Crosse, WI | Program Support | $110,369 |
| Afar Inc Milwaukee, WI | Program Support | $100,000 |
| Living Our Visions Inc Madison, WI | Program Support | $75,000 |
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Financial History
Multi-year comparison from IRS filings
The foundation states that its endowment consists of board-designated, not donor-restricted, funds established for long-term financial sustainability and to advance its mission. It says the founding funds came from the asset purchase agreement with Humana, Inc., completed June 1, 2023, and that the board may modify, redirect, or dissolve the fund.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $224,037,348 | $15,946,615 | $6,468,183 | $2,182,499 | 21 | $14,875,852 |
| 2023 | $209,516,984 | $439,011,900 | $347,317,690 | — | — | $97,565,390 |
| 2022 | $206,621,989 | $806,731,058 | $796,263,020 | — | — | $1,525,345 |
| 2021 | $163,276,844 | $696,118,730 | $671,788,786 | — | — | $275,535 |
| 2020 | $133,376,896 | $660,237,571 | $637,460,405 | $1,549,714 | 80 | $1,105,773 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated mission is to enhance the health of Wisconsinites by building diverse and inclusive communities where all people live more connected lives through innovation, programs, and partnerships that affect overall health and well-being.
Its filing describes grants to nonprofit organizations supporting older adults and people with disabilities in Wisconsin, emphasizing LTSS systems change. The foundation also reported partnering with two organizations on strategic initiative grants focused on bringing nationally recognized LTSS leadership-development programs to Wisconsin.
Examples of grantees’ stated missions illustrate the range of organizations supported. Opportunity Development Centers says it empowers people with disabilities to achieve work and life goals; Aptiv says it provides innovative support so individuals with disabilities may live independently; and Living Our Visions says it unites people with developmental disabilities to build their best lives. Other grantees include Kinnickinnic River Land Trust, whose mission is conserving and protecting the health and beauty of its river and watershed, and Food for Health, which describes its work as providing medically tailored meals, health-focused education, and counseling for vulnerable populations.
Grantmaking
In filing year 2024, the foundation reported 21 grants totaling $2,182,499. Grants ranged from $16,000 to $351,608, with a median of $75,000. The filing also describes two 2024 grant cycles: one awarded $1,453,407 to 13 organizations and the other awarded $1,387,490 to nine organizations. It notes that some awards were multi-year grants payable over two to three years.
Among the largest itemized 2024 grants were $351,608 to the Wisconsin Board for People with Developmental Disabilities, $314,500 to the National Leadership Consortium on Developmental Disabilities, $240,120 to the Aging and Disability Resource Center of Dunn County, and $202,605 to Kinnickinnic River Land Trust. Each was listed for program support.
The foundation’s listed open-call program areas are Provider Innovation, Leadership Development, and Public Policy Education. They describe support for innovative service models and delivery, leadership development connected to systems change, and work strengthening research, transparency, and informed policymaking in Wisconsin’s LTSS system. The calls list 501(c)(3) organizations and other IRS-designated tax-exempt entities as eligible applicants; the Leadership Development and Public Policy Education descriptions also specify a connection to outcomes for people in Wisconsin. The listed cycle began April 1, 2026, and its April 1, 2026 deadline has passed.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Candise Miller as foundation executive director; Steve McCarthy as president; Ken Day as vice president; Ron Carney as secretary; and Joan Fordham as treasurer. Directors listed include John Halbeib, Mark Hilliker, and Tara Johnson. Ken Cornish and John Kriesel are marked as having termed in July 2024 and June 2024, respectively.
Inclusa Foundation Inc is led by Steve McCarthy, President since 2024 (on filings since 2021); 10 of 11 officers listed in 2024 are compensated.
Officers on the 2024 filing
Steve McCarthy
President
Director → President, 2024
On filings since 2021
2 hrs/week
$1K (2021) → $1K (2024)
Candise Miller
Foundation Executive Director
On filings since 2023
40 hrs/week
$123K (2023) → $132K (2024)
John Halbeib
Director
On filings since 2020
1 hr/week
$3K (2020) → $1K (2024)
John Kriesel
Director
On filings since 2020
1 hr/week
$3K (2020) → $600 (2024)
Ken Cornish
Director
On filings since 2020
1 hr/week
$3K (2020) → $700 (2024)
Mark Hilliker
Director
Chief Executive Officer → Director, 2024
On filings since 2020
1 hr/week
$423K (2020) → $0 (2024)
Tara Johnson
Director
On filings since 2020
1 hr/week
$2K (2021) → $1K (2024)
Karen Lumb
Director
On filings since 2021
1 hr/week
$1K (2021) → $1K (2024)
Joan Fordham
Treasurer
Vice President → Treasurer, 2024
On filings since 2020
1 hr/week
$3K (2020) → $1K (2024)
Ken Day
Vice President
President → Vice President, 2024
On filings since 2020
1 hr/week
$10K (2020) → $1K (2024)
Ron Carney
Secretary
Secretary & Treasurer → Secretary, 2024
On filings since 2020
1 hr/week
$3K (2020) → $1K (2024)
Former officers (21)
- Former: Beth Arimond (2020–2023) — Director
- Former: Gary Ranum (2020–2023) — Director
- Former: Janis Ribbens (2020–2023) — Director
- Former: Janna Duffy (2020–2023) — Chief Operations Officer
- Former: Jason Taylor (2020–2023) — Chief Financial Officer
- Former: Joshua Jandrain (2020–2023) — Chief Information Officer
- Former: Kristopher Kubnick (2020–2023) — Chief Community Resources
- Former: Patrick Henneger (2020–2023) — Chief Legal Officer
- Former: Tim Garrity (2020–2023) — Chief Innovation Officer
- Former: Stacey Wargowsky (2021–2023) — Senior Director of Cr, Pr & Care Management Support
- Former: Amy Swanson (2023) — Director Project Management & Business Analysis
- Former: Brian Bradley (2023) — Executive Director of Operations
- Former: Kelly Sample (2023) — Executive Director of Operations
- Former: Kevin Knope (2023) — Director of It Applications & Data Engineering
- Former: Dana Cyra (2020–2022) — Executive Director of Qual
- Former: Erin Smith (2020–2022) — Executive Director of Cr & P
- Former: Kate Norby (2020–2022) — Executive Director of Member
- Former: Larry Laehn (2020–2022) — Director
- Former: Michelle Fellenz (2020–2021) — Chief Tlc Officer
- Former: Natasha Burmeister (2020) — Director of Member Support
- Former: Wade Dull (2020) — Director
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $132K, to Candise Miller (Foundation Executive Director). 10 officers or directors reported compensation on that filing.
Frequently asked questions about Inclusa Foundation Inc
How much does Inclusa Foundation Inc give each year?
Inclusa Foundation Inc gave $2.2M across 21 grants in 2024, according to its 2024 IRS Form 990.
What is Inclusa Foundation Inc's typical grant size?
Inclusa Foundation Inc's median grant in 2024 was $75,000, and its average grant was $103,929, across 21 grants on its 2024 IRS Form 990.
Where does Inclusa Foundation Inc give grants?
Inclusa Foundation Inc gives mostly in Wisconsin: 82% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Maryland (14%). The most frequent recipient cities were Madison, WI (5 grants), Menomonie, WI (2 grants) and Milwaukee, WI (2 grants).
Does Inclusa Foundation Inc give general operating support?
Not in 2024: none of the 21 grants with a stated purpose on Inclusa Foundation Inc's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Program Support" (21 grants).
Who are Inclusa Foundation Inc's largest grantees?
Inclusa Foundation Inc's largest 2024 grantees include Wisconsin Board for People with Developmental Disabilities ($351,608), National Leadership Consortium (NLC) on Developmental Disabilities an Affil ($314,500) and Aging and Disability Resource Center of Dunn County ($240,120), according to its 2024 IRS Form 990. Together they received 42% of its itemized 2024 grant dollars.
How large is Inclusa Foundation Inc?
Inclusa Foundation Inc reported $224.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $15.9M.
What does Inclusa Foundation Inc fund?
The foundation’s stated mission is to enhance the health of Wisconsinites by building diverse and inclusive communities where all people live more connected lives through innovation, programs, and partnerships that affect overall health and well-being. See mission & focus areas ↑
How do I apply for a grant from Inclusa Foundation Inc?
Inclusa Foundation Inc has no public application process in the sources Grantable reviewed. Check inclusafoundation.org for current guidelines, or contact the foundation directly before submitting a request.
What is Inclusa Foundation Inc's EIN?
Inclusa Foundation Inc's EIN (Employer Identification Number) is 81-3565570. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS October 29, 2021)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 30, 2025)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Inclusa Foundation Inc funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/inclusa-foundation-inc-morg_177ee7c46a364de4b572a0b83b0abf7d
BibTeX
@misc{grantable_813565570_2026,
author = {{Grantable}},
title = {{Inclusa Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/inclusa-foundation-inc-morg_177ee7c46a364de4b572a0b83b0abf7d},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Inclusa Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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