Nonprofit · EIN 39-1388991
EVERGREEN MANOR FOUNDATION INC
Tax-exempt · OSHKOSH, WI 54902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,632,454 | $1,097,880 | $534,574 | $23,294,451 | $247,341 | $23,047,110 |
| December 31, 2023 | 990 | $1,108,819 | $1,421,512 | -$312,693 | $22,030,908 | $578,362 | $21,452,546 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $504,877
- Program service revenue
- $0
- Investment income
- $1,127,577
- Net gain from sales of assets
- $822,050
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $864,769
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $10,900
- Program services (functional)
- $864,907
- Management and general (functional)
- $77,512
- Fundraising (functional)
- $155,461
Balance sheet and other
- Total assets, start of year
- $22,030,908
- Total assets, end of year
- $23,294,451
- Total liabilities, end of year
- $247,341
- Net assets, end of year
- $23,047,110
- Publicly traded securities
- $21,531,275
- Net assets without donor restrictions
- $17,072,074
- Net assets with donor restrictions
- $5,975,036
- Gross receipts
- $10,488,676
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1981
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEN ARNESON | PRESIDENT/CEO Officer | 1 | $0 | $308,204 | $23,622 |
| BILLIE JO HIGGINS | VP FINANCE & IS/TREASURER Officer | 1 | $0 | $171,259 | $11,168 |
| STEPHANIE KINTOPF | SECRETARY Officer | 1 | $0 | $29,490 | $17,099 |
| MARY HANSEN | CHAIR (THRU MAY 2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARB KNUTZEN | CHAIR (FROM MAY 2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN SCHORSE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNE CAMERON GASSERE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANNA FILIPOVA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KORTNEY JENKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN KNOBLOCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DARRICK MUNSCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WAYNE OEHLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHY PROPP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM WINTHEISER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALYSON ZIERDT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEN ARNESON | PRESIDENT/CEO Officer | 1 | $0 | $284,401 | $22,186 |
| BILLIE JO HIGGINS | VP FINANCE & IS/TREASURER Officer | 1 | $0 | $159,608 | $10,458 |
| VICKI TESSMER | SECRETARY Officer | 1 | $0 | $33,075 | $19,092 |
| STEPHANIE KINTOPF | SECRETARY Officer | 1 | $0 | $8,424 | $0 |
| MARY HANSEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARB KNUTZEN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNA FILIPOVA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DARRICK MUNSCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WAYNE OEHLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHY PROPP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN SCHORSE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM WINTHEISER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALYSON ZIERDT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1130 N WESTFIELD ST, OSHKOSH, WI 54902-3217
- Principal officer (990 for 2024)
- KENNETH A ARNESON, 1130 N WESTFIELD ST, OSHKOSH, WI 54902
- Signed the 990
- BILLIE JO HIGGINS, TREASURER
- Phone
- (920) 233-2340
- Website
- WWW.EVERGREENOSHKOSH.COM
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
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.
Program accomplishments
- THE EVERGREEN FOUNDATION SUPPORTS THE EVERGREEN VISION TO BE A "VIBRANT COMMUNITY THAT OFFERS RICH LIFE EXPERIENCES AND CHOICES IN PROGRAMS, SERVICES, AND ENVIRONMENTS FOR THOSE WE SERVE" THROUGH CHARITABLE CONTRIBUTIONS, LEAVE A LEGACY DESIGNATIONS AND VOLUNTEER INVOLVEMENT. THE EVERGREEN FOUNDATION HELPS PROVIDE DIGNITY, COMFORT AND SECURITY FOR THOSE WHO CALL EVERGREEN HOME; ENHANCES THE LIVING ENVIRONMENTS AND EXPERIENCES OFFERED TO THE RESIDENTS; AND SUPPORTS THE ACTIVITIES THE RESIDENTS ENJOY.Expenses $864,907 · grants $864,769
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1388991
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $23,294,451
- Income (IRS master file)
- $10,488,676
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,632,454 | $1,097,880 | $23,294,451 | XML |
| 990 | December 2023 | $1,108,819 | $1,421,512 | $22,030,908 | XML |
| 990 | December 2022 | $1,740,291 | $1,029,959 | $19,987,827 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1388991).
Questions about EVERGREEN MANOR FOUNDATION INC
- What is the EIN of EVERGREEN MANOR FOUNDATION INC?
- The employer identification number (EIN) of EVERGREEN MANOR FOUNDATION INC is 39-1388991.
- Is EVERGREEN MANOR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to EVERGREEN MANOR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EVERGREEN MANOR FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVERGREEN MANOR FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERGREEN MANOR FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EVERGREEN MANOR FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names KENNETH A ARNESON.
- Who are the officers and directors of EVERGREEN MANOR FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does EVERGREEN MANOR FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,632,454, expenses of $1,097,880 and total assets of $23,294,451 at year end.
Other nonprofits in OSHKOSH
- EXPERIMENTAL AIRCRAFT ASSOCIATION INC EIN 39-0917537 · last filed 990 for 2025
- COOPERATIVE EDUCATIONAL SERVICE AGENCY 6 EIN 39-1045907 · last filed 990 for 2025
- CLARITY CARE INC EIN 39-1569283 · last filed 990 for 2025
- EVERGREEN RETIREMENT COMMUNITY INC EIN 39-1081800 · last filed 990 for 2024
- OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION EIN 39-2034571 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION EIN 39-0878909 · last filed 990 for 2025
- EAA AVIATION FOUNDATION INC EIN 39-1033301 · last filed 990 for 2025
- WISCONSIN INDEPENDENT CHRISTIAN SCHOOLS INC EIN 31-1706955 · last filed 990 for 2025