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← EBENEZER SOCIETY FOUNDATION

Form 990 for tax year 2023

Filed by EBENEZER SOCIETY FOUNDATION.

Totals

Total revenue
$1,030,025
Total expenses
$1,028,891
Contributions and grants received
$856,359
Grants paid
$603,899
Program service revenue
$0
Investment income
$250,373
Other revenue
-$76,707
Total assets, end of year
$7,224,496
Total liabilities, end of year
$58,785
Net assets or fund balances, end of year
$7,165,711
Program services expenses (Part IX)
$603,899
Management and general expenses
$2,543
Fundraising expenses
$422,449
Program service expenses (Part III)
$603,899

Program services were 58.7% 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.

  • 1c · Fundraising events

    $94,729

  • 1d · Related organizations

    $200,000

  • 1f · All other contributions, gifts and grants

    $561,630

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $250,373 · excluded $250,373

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $10,650

  • 8a · Fundraising events: contributions included on line 1c

    $94,729

  • 8b · Fundraising events: direct expenses

    $87,357

  • 8c · Net income from fundraising events

    total -$76,707 · excluded -$76,707

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $603,899 · program services $603,899

  • 7 · Other salaries and wages

    total $199,207 · fundraising $199,207

  • 9 · Other employee benefits

    total $23,733 · fundraising $23,733

  • 10 · Payroll taxes

    total $12,346 · fundraising $12,346

  • 11a · Fees: management

    total $19,337 · fundraising $19,337

  • 11e · Fees: professional fundraising services

    total $140,127 · fundraising $140,127

  • 11g · Fees: other

    total $8,465 · program services $0 · management and general $0 · fundraising $8,465

  • 13 · Office expenses

    total $5,605 · fundraising $5,605

  • 16 · Occupancy

    total $148 · fundraising $148

  • 17 · Travel

    total $3,874 · fundraising $3,874

  • 20 · Interest

    total $3,350 · fundraising $3,350

  • 24a · Other expenses: Supplies

    total $6,071 · fundraising $6,071

  • 24b · Other expenses: Licenses & Fees

    total $2,543 · management and general $2,543

  • 24c · Other expenses: Utilities & Repairs

    total $151 · fundraising $151

  • 24d · Other expenses: Other - Taxes

    total $35 · fundraising $35

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $931,368 · end of year $668,174

  • 3 · Pledges and grants receivable

    beginning of year $40,717 · end of year $48,326

  • 4 · Accounts receivable

    end of year $26,150

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,700 · end of year $4,809

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

    $7,146

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

    $7,146

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,614,235 · end of year $2,962,028

  • 12 · Investments: other securities

    beginning of year $3,087,043 · end of year $3,515,009

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $40,939 · end of year $58,785

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,328,439 · end of year $5,559,332

  • 28 · Net assets with donor restrictions

    beginning of year $1,309,685 · end of year $1,606,379

Mission and programs · 2023

Mission

Ebenezer Society Foundation is part of Ebenezer Society. Ebenezer Society helps older adults and others make their lives more independent, healthful, meaningful and secure. Building on our Lutheran heritage, we respond to physical, psychological, social and spiritual dimensions of the whole person. We welcome persons of diverse cultures and faith traditions. We practice responsible stewardship of humans, property, and financial resources and encourage continual learning and innovation to strive for excellence.

  • Ebenezer Society Foundation program service accomplishments includes providing health care services to older adults. Ebenezer has 846 beds/apartments that provide health care services in settings of skilled nursing, memory care, assisted living and independent living. Grant activity inlcuded patient care programing to create interactive and mindfulness programs to keep the elder population active. Some of the actrivities were music educaiton that helps to promote welllness, artistic, community and self expression; the addition of an interactive projection screen to enhance mobiity and interaction among other residents; 38 residents benefited from a mindfulness and movement chair yoga program; various other active programs were funded to encourage movement, mindfulness and interaction.

    Expenses $603,899 · Grants $603,899

As filed on the 2023 return.

Listed in Part VII

  • James Hereford

    Ex-Officio

    Total calculated
    $5,246,751
    From this org
    $0
    From related orgs
    $5,208,444
    Other
    $38,307
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,888,932 related
    Bonus
    $0 + $1,260,653 related
    Other
    $0 + $2,058,859 related
    Deferred
    $0 + $21,097 related
    Nontaxable benefits
    $0 + $17,210 related
    Filer's total
    $0 + $5,246,751 related

  • Jonathan Lundberg

    President

    Total calculated
    $609,396
    From this org
    $0
    From related orgs
    $532,207
    Other
    $77,189
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,881 related
    Bonus
    $0 + $95,683 related
    Other
    $0 + $59,643 related
    Deferred
    $0 + $61,529 related
    Nontaxable benefits
    $0 + $15,660 related
    Filer's total
    $0 + $609,396 related

  • Scott Wordelman

    Chair

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Todd Willett

    CFO, Treasurer

    Total calculated
    $393,911
    From this org
    $0
    From related orgs
    $357,738
    Other
    $36,173
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,251 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $4,487 related
    Deferred
    $0 + $13,568 related
    Nontaxable benefits
    $0 + $22,605 related
    Filer's total
    $0 + $393,911 related

  • Carl Runck

    Director, ended 5-2023

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Carolyn Jacobson

    Director

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Christina Widdess

    Director, ended 5-2023

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Kenneth Ashton-Piper

    Director

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Kimberly Faust

    Director

    Total calculated
    $443,463
    From this org
    $0
    From related orgs
    $409,780
    Other
    $33,683
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,409 related
    Bonus
    $0 + $72,859 related
    Other
    $0 + $1,512 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $20,483 related
    Filer's total
    $0 + $443,463 related

  • Robb Gruman

    Director

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Robert Walker

    Director

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Susan Carlson-Weinberg

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Thomas Hokr

    Secretary

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Brendan Bannigan

    Dir of Philanthropy

    Total calculated
    $191,416
    From this org
    $0
    From related orgs
    $169,605
    Other
    $21,811
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $154,104 related
    Bonus
    $0
    Other
    $0 + $15,501 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,811 related
    Filer's total
    $0 + $191,416 related

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD, JONATHAN LUNDBERG DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD $2,049,355 JONATHAN LUNDBERG $54,539
Schedule J, Part I, Line 7 Non-fixed payments
Fairview Health Services provides lump sum financial awards based on system-wide, business unit and/or departments financial and quality measures. Annual goals, specifically tied to productivity and quality indicators, are set for the year and an incentive paid out annually if key goals and measures are achieved.
Schedule J, Part I, Line 3 Related Org to establish compensation
THE ORGANIZATION IS PART OF THE FAIRVIEW HEALTH SERVICES SYSTEM AND FAIRVIEW HEALTH SERVICES HUMAN RESOURCES USES COMPARABLES TO ESTABLISH COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR ACCORDING TO MARKET STANDARDS.
Schedule J, Part I, Line 4b
THE NONQUALIFIED PLAN IS ONLY OPEN TO A SELECT GROUP OF HIGHLY COMPENSATED EMPLOYEES. THE PLAN CONTRIBUTES THE DIFFERENCE OF WHAT 403(B) EMPLOYER CONTRIBUTIONS WERE MISSED FOR PARTICIPANTS WHO EARN MORE THAN THE IRS LIMIT ON ELIGIBLE COMPENSATION FOR QUALIFIED RETIREMENT PLANS. THE CONTRIBUTION IS UNFUNDED. THE PLAN COMPLIES WITH SECTION 457(F) OF THE CODE.

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

  • Ebenezer Society

    $527,026

    Program Support for elder care facility programs including rehabilitation program, exercise program, Wellness Hub programs and employee recognition.

  • Ebenezer Ridges

    $61,893

    Program Support for Elder Care Facilities including spiritual care, program activities and conferences and training for staff.

  • Ebenezer Lakes Assisted Living

    $12,050

    Program Support for Elder Care Facility for their memory care program and employee recognition and training.

  • Ebenezer Ridges Assisted Living

    $1,735

    Program Support for Elder Care Facilities program activities.

  • Ebenezer Lakes Senior Housing

    $1,195

    Program Support for Elder Care Facilities program activities.

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.

  • Ebenezer Management Services Inc

    C Corporation · Mgmt Svcs · MN

    Directly controlled by Ebenezer Society

  • Ebenezer Development Inc

    C Corporation · Property Management · MN

    Directly controlled by Ebenezer Society

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202443169349303904

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