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Nonprofiteer
← MENNONITE BETHESBA SOCIETY ENDOWMENT FOUNDATION INC

Form 990 for tax year 2024

Filed by MENNONITE BETHESBA SOCIETY ENDOWMENT FOUNDATION INC.

Totals

Total revenue
$155,136
Total expenses
$11,538
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$155,136
Other revenue
$0
Total assets, end of year
$2,160,390
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,160,390
Program services expenses (Part IX)
$0
Management and general expenses
$11,538
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% 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.

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $103,398 · excluded $103,398

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $262,635

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

    securities $210,897

  • 7c · Gain or loss

    securities $51,738 · other assets $0

  • 7d · Net gain or loss

    total $51,738 · excluded $51,738

  • 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.

  • 11f · Fees: investment management

    total $11,538 · management and general $11,538

  • 11g · Fees: other

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

  • 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 $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $1,623 · end of year $1,626

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $2,061,726 · end of year $2,158,764

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    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 $1,783,041 · end of year $1,915,355

  • 28 · Net assets with donor restrictions

    beginning of year $280,308 · end of year $245,035

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

SUPPORT THE PROGRAMS OF MENNONITE BETHESDA SOCIETY, INC. IN PROVIDING RESIDENTIAL CARE NURSING HOME SERVICES TO THE ELDERLY.

  • SUPPORT THE PROGRAMS OF MENNONITE BETHESDA SOCIETY, INC.

As filed on the 2024 return.

Listed in Part VII

  • BRENDON NAFZIGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DARLA BANMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DENISE NICKEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EILEEN SCHMIDT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ELAINE UNRUH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KARL BRUBAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDSEY BULLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lynette Duerksen

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NANCY STUCKY

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nick Peters

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEPHANIE REGIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTINA VALDOIS

    CFO

    Total calculated
    $23,278
    From this org
    $0
    From related orgs
    $21,924
    Other
    $1,354
    Hours/week
    1 + 10 related

  • SARA HIEBERT

    CEO/TREAS/SEC

    Total calculated
    $112,030
    From this org
    $0
    From related orgs
    $103,215
    Other
    $8,815
    Hours/week
    1 + 45 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.

Grants on this return

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 January 2026
IRS schema version
2024v5.1
Source object
202630149349301108

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