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Nonprofiteer
← BAPTIST HOMES FOUNDATION

Form 990 for tax year 2023

Filed by BAPTIST HOMES FOUNDATION.

Totals

Total revenue
$1,003,571
Total expenses
$1,147,172
Contributions and grants received
$937,115
Grants paid
$603,644
Program service revenue
$0
Investment income
$66,456
Other revenue
$0
Total assets, end of year
$12,132,558
Total liabilities, end of year
$2,028,408
Net assets or fund balances, end of year
$10,104,150
Program services expenses (Part IX)
$603,644
Management and general expenses
$88,321
Fundraising expenses
$455,207
Program service expenses (Part III)
$603,644

Program services were 52.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $937,115

  • 3 · Investment income

    total $72,754 · excluded $72,754

  • 7a · Gross sales of assets other than inventory

    securities $2,292,320

  • 7b · Less cost or other basis and sales expenses

    securities $2,298,618

  • 7c · Gain or loss

    securities -$6,298

  • 7d · Net gain or loss

    total -$6,298 · excluded -$6,298

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $578,394 · program services $578,394

  • 2 · Grants to domestic individuals

    total $25,250 · program services $25,250

  • 5 · Compensation of officers, directors and key employees

    total $198,564 · fundraising $198,564

  • 7 · Other salaries and wages

    total $124,653 · fundraising $124,653

  • 8 · Pension plan contributions

    total $2,662 · fundraising $2,662

  • 9 · Other employee benefits

    total $100 · fundraising $100

  • 10 · Payroll taxes

    total $20,672 · fundraising $20,672

  • 11a · Fees: management

    total $66,000 · management and general $66,000

  • 11f · Fees: investment management

    total $22,321 · management and general $22,321

  • 11g · Fees: other

    total $8,552 · fundraising $8,552

  • 12 · Advertising and promotion

    total $10,997 · fundraising $10,997

  • 13 · Office expenses

    total $11,998 · fundraising $11,998

  • 16 · Occupancy

    total $6,908 · fundraising $6,908

  • 17 · Travel

    total $1,834 · fundraising $1,834

  • 19 · Conferences, conventions and meetings

    total $1,289 · fundraising $1,289

  • 22 · Depreciation, depletion and amortization

    total $46,340 · fundraising $46,340

  • 23 · Insurance

    total $9,320 · fundraising $9,320

  • 24a · Other expenses: MEALS & ENTERTAINMENT

    total $8,718 · fundraising $8,718

  • 24b · Other expenses: SPECIAL EVENTS EXPENSE

    total $1,132 · fundraising $1,132

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $685 · fundraising $685

  • 24d · Other expenses: LICENSES & PERMITS

    total $454 · fundraising $454

  • 24e · All other expenses

    total $329 · fundraising $329

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $456,852 · end of year $881,043

  • 3 · Pledges and grants receivable

    beginning of year $3,158,608 · end of year $1,588,684

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,091 · end of year $3,691

  • 10a · Land, buildings and equipment: cost or other basis

    $1,627,998

  • 10b · Land, buildings and equipment: accumulated depreciation

    $300,601

  • 10c · Land, buildings and equipment, net

    beginning of year $1,373,737 · end of year $1,327,397

  • 11 · Investments: publicly traded securities

    beginning of year $1,942,778 · end of year $3,212,343

  • 15 · Other assets

    beginning of year $5,119,400 · end of year $5,119,400

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,365 · end of year $24,531

  • 25 · Other liabilities

    beginning of year $2,124,476 · end of year $2,003,877

  • 27 · Net assets without donor restrictions

    beginning of year $7,394,824 · end of year $7,418,880

  • 28 · Net assets with donor restrictions

    beginning of year $2,514,801 · end of year $2,685,270

Mission and programs · 2023

Mission

THE FOUNDATION PROMOTES THE INTEREST OF BAPTIST SENIOR SERVICES AND AFFILIATED ENTITIES BY: CONTRIBUTING CAPITAL, MAKING LOANS AND GRANTS, AND PROVIDING FINANCIAL ASSISTANCE; PURCHASING AND HOLDING IMPROVED REAL ESTATE; PROVIDING FUNDS TO FURTHER THE MISSION OF BAPTIST SENIOR SERVICES.

Activities or mission (Part I)

SUPPORTS BAPTIST SENIOR SERVICES AND AFFILIATED ENTITIES WITH GRANTS FOR BENEVOLENT CARE, PROGRAM ACTIVITIES, IMPROVEMENTS, AND LOANS FOR CAPITAL PROJECTS.

  • THE BAPTIST HOMES FOUNDATION SUPPORTS AN AFFILIATED ORGANIZATION, BAPTIST SENIOR SERVICES AND AFFLIATED NOT FOR PROFIT ENTITIES IN ITS FUNDRAISING AND DEVELOPMENT ACTIVITIES AND MANAGES THE FUNDS RECEIVED FROM THE GENERAL PUBLIC. THE FUNDS ARE USED TO: SUBSIDIZE THE ORGANIZATION'S ELDERLY PATIENTS AND RESIDENTS WHO ARE NOT ABLE TO PAY THE FULL COST OF THEIR CARE IN ITS SKILLED NURSING FACILITIES AND ITS PERSONAL CARE HOMES; SUPPORT OPERATIONAL EXPENSES FOR ACTIVITIES PROVIDED TO THE RESIDENTS; AND HELP SUPPORT THE CAPITAL NEEDS OF THE ORGANIZATION.

    Expenses $603,644 · Grants $603,644

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mr Ross Bevevino

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mr Brian Gongaware

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeff Tindall

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Matt Buggey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Rev Charles Fischer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Angela Wateska

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ms Erin Stinner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Timothy L Myers

    PRESIDENT & CEO

    Total calculated
    $278,252
    From this org
    $0
    From related orgs
    $248,967
    Other
    $29,285
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,380 related
    Bonus
    $0
    Other
    $0 + $25,587 related
    Deferred
    $0 + $8,541 related
    Nontaxable benefits
    $0 + $20,744 related
    Filer's total
    $0 + $278,252 related

  • Mr Brent V Foster

    CFO/ASST. TREASURER

    Total calculated
    $248,353
    From this org
    $0
    From related orgs
    $213,570
    Other
    $34,783
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,092 related
    Bonus
    $0 + $17,728 related
    Other
    $0 + $22,750 related
    Deferred
    $0 + $8,653 related
    Nontaxable benefits
    $0 + $26,130 related
    Filer's total
    $0 + $248,353 related

  • Zane Allen Abbott

    VP OF PHILANTHROPY

    Total calculated
    $186,194
    From this org
    $175,925
    From related orgs
    $0
    Other
    $10,269
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $123,576
    Bonus
    $22,447
    Other
    $29,902
    Deferred
    $1,967
    Nontaxable benefits
    $8,302
    Filer's total
    $186,194

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

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.

  • BAPTIST MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · PA

Provenance

Return type
form_990
Tax year
2023
Filed
25 February 2025
IRS schema version
2023v6.0
Source object
202510579349300016

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