- Revenue 2024
- $26,946,272
- Expenses 2024
- $25,476,765
Program services were 86.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P750
- Classification
- 1700
- Street
- 1130 N WESTFIELD ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
GUIDED BY CHRISTIAN IDEALS THAT NURTURE ALL PEOPLE, WE STRIVE TO PROVIDE EXCEPTIONAL LIVING ENVIRONMENTS, SERVICES AND EXPERIENCES FOR PEOPLE 55 AND OLDER.
-
EVERGREEN IS A NONPROFIT CONTINUING CARE RETIREMENT COMMUNITY (CCRC) SERVING OLDER ADULTS, AGES 55 AND OLDER. IDEAL FOR THOSE LOOKING FOR A LIFESTYLE OF CHOICE, FREEDOM, SAFETY, COMMUNITY AND VALUE, EVERGREEN IS MORE THAN JUST A SENIOR LIVING COMMUNITY. EVERGREEN'S 35-ACRE CAMPUS IS NOT ONLY HOME TO ALMOST 300 RESIDENTS, BUT IT IS ALSO A DESTINATION FOR FAMILIES, COMMUNITY MEMBERS, VOLUNTEERS, NONPROFIT GROUPS AND OTHER VISITORS. LOCATED IN A PLEASANT RESIDENTIAL NEIGHBORHOOD IN OSHKOSH, WISCONSIN AMONG BEAUTIFUL, NATURAL SURROUNDINGS AND BORDERED BY OUR OWN OAK SAVANNA WOODLANDS, EVERGREEN PROVIDES LIVELY OPPORTUNITIES FOR YOU AND YOUR FRIENDS TO LIVE AS YOU CHOOSE. CHOOSE FROM THREE STYLES OF INDEPENDENT LIVING ACCOMMODATIONS, FOUR LEVELS OF ASSISTED LIVING, SHORT-TERM REHAB AND POST SURGICAL CARE, LONG-TERM SKILLED NURSING, OR EVERGREEN AT HOME SERVICES TO MEET YOUR UNIQUE NEEDS. LIFE ENRICHMENT ABOUNDS AT EVERGREEN. THERAPEUTIC SWIMMING POOLS, AN AEROBIC STUDIO, LAPIDARY SHOP, AND SUPPERS WITH THE CHEF ARE JUST A FEW OF THE MANY OPPORTUNITIES THAT ENCOURAGE ACTIVE LIFESTYLES. PARTNERSHIPS WITH THE UNIVERSITY OF WISCONSIN OSHKOSH, LEARNING IN RETIREMENT AND THE OSHKOSH GALLERY WALK ALSO PROVIDE ENTERTAINING AND FULFILLING EXPERIENCES AND ENSURE THAT NO TWO DAYS ARE THE SAME. AT EVERGREEN, POSSIBILITIES AWAIT.
Expenses $21,934,080 · Revenue $25,631,476
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
BARBARA RAU
CHAIRMAN (THRU MAY 2024)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TOM RAMSEY
CHAIRMAN (FROM MAY 2024)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAVAD AHMAD
DIRECTOR (THRU FEB 2024)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SEON YOON CHUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JIM CHITWOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAWN DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SARAH DEARMOND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DEDE DEWITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
VERNA FUNCKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MIKE GREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAVID KRUCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SHERRY LYNCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ANDREW MATHES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CHAD MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TONY RENNING
DIRECTOR (THRU NOV 2024)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
EMILY RICHESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ALAN ROMMELFANGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN STUBBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GAIL SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ANN WILKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KEN ARNESON
PRESIDENT /CEO
- Total calculated
- $331,826
- From this org
- $308,204
- From related orgs
- $0
- Other
- $23,622
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $295,704
- Bonus
- $12,500
- Other
- $0
- Deferred
- $18,476
- Nontaxable benefits
- $5,146
- Filer's total
- $331,826
-
BILLIE JO HIGGINS
CFO/TREASURER
- Total calculated
- $182,427
- From this org
- $171,259
- From related orgs
- $0
- Other
- $11,168
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $163,421
- Bonus
- $7,838
- Other
- $0
- Deferred
- $10,270
- Nontaxable benefits
- $898
- Filer's total
- $182,427
-
LISA RUIZ
EXECUTIVE ASSISTANT/SECRETARY
- Total calculated
- $76,496
- From this org
- $57,153
- From related orgs
- $0
- Other
- $19,343
- Hours/week
- 40 + 1 related
-
ERIN SANDERS
VP HUMAN RESOURCES
- Total calculated
- $146,426
- From this org
- $126,348
- From related orgs
- $0
- Other
- $20,078
- Hours/week
- 40
-
PEGGY BELLIN
VP HEALTH & SUPPORT SERVICES
- Total calculated
- $149,495
- From this org
- $123,500
- From related orgs
- $0
- Other
- $25,995
- Hours/week
- 40
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $26,946,272
- Expenses
- $25,476,765
- Contributions
- $864,769
- Grants paid
- $0
-
2023
- Revenue
- $24,015,472
- Expenses
- $22,636,799
- Contributions
- $1,184,170
- Grants paid
- $0
-
2022
- Revenue
- $19,561,116
- Expenses
- $20,290,692
- Contributions
- $742,255
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $19,424,837
- Expenses
- $19,735,925
- Assets (EOY)
- $46,606,171
-
2020 · 990
- Revenue
- $22,510,959
- Expenses
- $19,500,045
- Assets (EOY)
- $43,849,079
-
2019 · 990
- Revenue
- $20,365,360
- Expenses
- $19,371,105
- Assets (EOY)
- $42,525,878
-
2018 · 990
- Revenue
- $19,575,011
- Expenses
- $18,588,454
- Assets (EOY)
- $42,128,199
-
2017 · 990
- Revenue
- $19,185,694
- Expenses
- $17,452,140
- Assets (EOY)
- $38,015,327
-
2016 · 990
- Revenue
- $16,506,369
- Expenses
- $16,581,962
- Assets (EOY)
- $26,186,926
-
2015 · 990
- Revenue
- $16,193,457
- Expenses
- $15,907,350
- Assets (EOY)
- $25,941,423
-
2014 · 990
- Revenue
- $15,750,032
- Expenses
- $15,539,878
- Assets (EOY)
- $27,270,769
-
2013 · 990
- Revenue
- $15,426,404
- Expenses
- $15,069,334
- Assets (EOY)
- $27,089,417
-
2012 · 990
- Revenue
- not reported
- Expenses
- $15,246,956
- Assets (EOY)
- $19,620,705
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
EVERGREEN MANOR FOUNDATION INC
$1,184,170
2023 BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).
-
EVERGREEN MANOR FOUNDATION INC
$864,769
2024 BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).
-
EVERGREEN MANOR FOUNDATION INC
$742,255
2022 BENEVOLENT NEED, SPECIAL PROJECTS (RESTRICTED FUNDS), GROUNDS BEAUTIFICATION, AND SPECIAL PROJECTS APPROVED BY THE BOARD (UNRESTRICTED FUNDS).
-
2022 PROGRAM SUPPORT
-
2023 PROGRAM SUPPORT
-
2024 CHARITABLE DONATION
-
2024 PROGRAM SUPPORT
-
2023 CASH TO ASSIST IN EVERGREEN PROVIDING SHELTER AND 1130 N WESTFIELD ST LIVING EXPENSES FOR INDIVIDUALS
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · FUNDRAISING · WI
-
501(C)(3) · SENIOR LIVING · WI
Declared as related by
-
EVERGREEN MANOR FOUNDATION INC
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
SENIOR LIVING · WI · income $0 · assets $0
-
SENIOR LIVING · WI · income $0 · assets $0
Related corporations and trusts on its 2024 return
-
C · CO-OPERATIVE · WI
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.