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← EVERGREEN MANOR FOUNDATION INC

Form 990 for tax year 2023

Filed by EVERGREEN MANOR FOUNDATION INC.

Totals

Total revenue
$1,108,819
Total expenses
$1,421,512
Contributions and grants received
$885,412
Grants paid
$1,184,170
Program service revenue
$0
Investment income
$223,407
Other revenue
$0
Total assets, end of year
$22,030,908
Total liabilities, end of year
$578,362
Net assets or fund balances, end of year
$21,452,546
Program services expenses (Part IX)
$1,197,439
Management and general expenses
$98,317
Fundraising expenses
$125,756
Program service expenses (Part III)
$1,197,439

Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARY HANSEN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BARB KNUTZEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANNA FILIPOVA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DARRICK MUNSCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WAYNE OEHLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHY PROPP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN SCHORSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM WINTHEISER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALYSON ZIERDT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN ARNESON

    PRESIDENT/CEO

    Total calculated
    $306,587
    From this org
    $0
    From related orgs
    $284,401
    Other
    $22,186
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,151 related
    Bonus
    $0 + $11,250 related
    Other
    $0
    Deferred
    $0 + $17,053 related
    Nontaxable benefits
    $0 + $5,133 related
    Filer's total
    $0 + $306,587 related

  • BILLIE JO HIGGINS

    VP FINANCE & IS/TREASURER

    Total calculated
    $170,066
    From this org
    $0
    From related orgs
    $159,608
    Other
    $10,458
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,027 related
    Bonus
    $0 + $3,581 related
    Other
    $0
    Deferred
    $0 + $9,573 related
    Nontaxable benefits
    $0 + $885 related
    Filer's total
    $0 + $170,066 related

  • VICKI TESSMER

    SECRETARY

    Total calculated
    $52,167
    From this org
    $0
    From related orgs
    $33,075
    Other
    $19,092
    Hours/week
    1

  • STEPHANIE KINTOPF

    SECRETARY

    Total calculated
    $8,424
    From this org
    $0
    From related orgs
    $8,424
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE FOUNDATION RELIES ON A RELATED ORGANIZATION, EVERGREEN RETIREMENT COMMUNITY, INC. TO DETERMINE THE COMPENSATION FOR THE CEO/PRESIDENT. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES TO DETERMINE THE COMPENSATION FOR THE CEO/PRESIDENT: COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 6
PRESIDENT/CEO (KEN ARNESON), CFO/TREASURER (BILLIE JO HIGGINS), EXECUTIVE ASSISTANT/SECRETARY (VICKI TESSMER) OF EVERGREEN RETIREMENT COMMUNITY, AS MEMBERS OF THE MANAGEMENT TEAM, RECEIVE AN ANNUAL BONUS, PART OF WHICH RELATES TO THE NET INCOME OF THE ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • EVERGREEN RETIREMENT COMMUNITY INC

    $1,184,170

    BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
21 October 2024
IRS schema version
2023v5.1
Source object
202403039349302110

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