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← TABITHA FOUNDATION

Form 990 for tax year 2024

Filed by TABITHA FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 8 August 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$1,434,922 changed to $2,040,200
Total expenses
$4,934,846 changed to $1,635,158
Contributions and grants received
$1,222,489 changed to $1,475,103
Grants paid
$4,647,753 changed to $1,000,000
Investment income
$214,415 changed to $571,652
Other revenue
-$1,982 changed to -$6,555
Total assets, end of year
$11,744,831 changed to $10,078,579
Total liabilities, end of year
$4,640,421 changed to $2,266,110
Net assets or fund balances, end of year
$7,104,410 changed to $7,812,469
Program services expenses
$4,647,753 changed to $1,160,527
Management and general expenses
$105,090 changed to $0
Fundraising expenses
$182,003 changed to $474,631
Program service expenses (Part III)
$4,647,753 changed to $1,160,527

Listed only on the earlier return

  • Bishop Scott Johnson
  • Bryan Seck
  • Carol Friesen
  • Clark Anderson
  • Dirk Brom
  • Eric Shafer
  • James Anderson
  • Julie Hogg
  • Kimberly Rath
  • Lisa Smith
  • Mark Hesser
  • Neal Lyons
  • Renee Sjulin
  • William Strain

Listed only on the later return

  • Brandon Lunak
  • Cindy Larson-Casselton
  • Darin Ohe
  • Eric Schaefer
  • Jodee Bock
  • Joe Halvorson
  • Jon Riewer
  • Judy Lee
  • Karla Swenson
  • Luke Hvidston
  • Patrick Gulbranson
  • Pete Seljevold
  • Robert Bye
  • Terry Brandt
  • Tyler Fischbach
  • Vikki Johnson

Listed under a different title

  • Aimee Baumann: Secretary/Treasurer & CFO then Former Officer
  • Brian Shanks: President & CEO then Former Officer

Totals

Total revenue
$2,040,200
Total expenses
$1,635,158
Contributions and grants received
$1,475,103
Grants paid
$1,000,000
Program service revenue
$0
Investment income
$571,652
Other revenue
-$6,555
Total assets, end of year
$10,078,579
Total liabilities, end of year
$2,266,110
Net assets or fund balances, end of year
$7,812,469
Program services expenses (Part IX)
$1,160,527
Management and general expenses
$0
Fundraising expenses
$474,631
Program service expenses (Part III)
$1,160,527

Program services were 71.0% 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.

  • 1c · Fundraising events

    $143,079

  • 1e · Government grants (contributions)

    $326,756

  • 1f · All other contributions, gifts and grants

    $1,005,268

  • 3 · Investment income

    total $571,652 · excluded $571,652

  • 8a · Fundraising events: gross income

    $19,988

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

    $143,079

  • 8b · Fundraising events: direct expenses

    $26,543

  • 8c · Net income from fundraising events

    total -$6,555 · excluded -$6,555

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,000,000 · program services $1,000,000

  • 7 · Other salaries and wages

    total $269,624 · fundraising $269,624

  • 8 · Pension plan contributions

    total $1,970 · fundraising $1,970

  • 9 · Other employee benefits

    total $28,751 · fundraising $28,751

  • 10 · Payroll taxes

    total $15,617 · fundraising $15,617

  • 11a · Fees: management

    total $160,527 · program services $160,527

  • 11c · Fees: accounting

    total $4,500 · fundraising $4,500

  • 11g · Fees: other

    total $17,118 · fundraising $17,118

  • 12 · Advertising and promotion

    total $6,899 · fundraising $6,899

  • 13 · Office expenses

    total $42,923 · fundraising $42,923

  • 14 · Information technology

    total $7,360 · fundraising $7,360

  • 16 · Occupancy

    total $18 · fundraising $18

  • 17 · Travel

    total $1,574 · fundraising $1,574

  • 19 · Conferences, conventions and meetings

    total $46 · fundraising $46

  • 22 · Depreciation, depletion and amortization

    total $2,071 · fundraising $2,071

  • 23 · Insurance

    total $258 · fundraising $258

  • 24a · Other expenses: Dues, Books, Subscripti

    total $41,868 · fundraising $41,868

  • 24b · Other expenses: Fundraising Events Exps

    total $16,892 · fundraising $16,892

  • 24c · Other expenses: Repairs and Maintenance

    total $3,827 · fundraising $3,827

  • 24e · All other expenses

    total $13,315 · fundraising $13,315

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $67,341 · end of year $759,199

  • 2 · Savings and temporary cash investments

    beginning of year $5,864,790 · end of year $4,657,915

  • 3 · Pledges and grants receivable

    beginning of year $307,519 · end of year $286,918

  • 4 · Accounts receivable

    beginning of year $0 · end of year $767,813

  • 7 · Other notes and loans receivable

    beginning of year $767,813 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $94,167 · end of year $443,731

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

    $111,948

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

    $99,906

  • 10c · Land, buildings and equipment, net

    beginning of year $12,042 · end of year $12,042

  • 11 · Investments: publicly traded securities

    beginning of year $3,884,279 · end of year $3,150,961

  • 15 · Other assets

    beginning of year $746,880 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $32,702 · end of year $60,058

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $1,000,000

  • 25 · Other liabilities

    beginning of year $4,607,719 · end of year $1,206,052

  • 27 · Net assets without donor restrictions

    beginning of year $4,829,035 · end of year $5,345,808

  • 28 · Net assets with donor restrictions

    beginning of year $2,275,375 · end of year $2,466,661

Mission and programs · 2024

Mission

None

Activities or mission (Part I)

The Tabitha Foundation operates for the benefit of Tabitha, a 501(c)(3) organization.

  • The Tabitha Foundation was organized to support Tabitha, Inc. in their mission to deliver a continuum of elder care services with Christian compassion. Donations to Tabitha help us provide loving support that is otherwise unaffordable to many older adults. Every gift we receive makes a life-changing (and sometimes life-saving) difference to those we are privileged to serve.

    Expenses $1,160,527 · Grants $1,000,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Bye

    Chair

    Total calculated
    $0
    Hours/week
    0.2 + 1.4 related

  • Patrick Gulbranson

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.2 + 1.4 related

  • Luke Hvidston

    Treasurer

    Total calculated
    $0
    Hours/week
    0.2 + 1.4 related

  • Vikki Johnson

    Secretary

    Total calculated
    $0
    Hours/week
    0.2 + 1.4 related

  • Pete Seljevold

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1.4 related

  • Cindy Larson-Casselton

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Joe Halvorson

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Judy Lee

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Karla Swenson

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Jodee Bock

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Tyler Fischbach

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Brandon Lunak

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Terry Brandt

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Eric Schaefer

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Jon Riewer

    President & CEO

    Total calculated
    $565,673
    From this org
    $0
    From related orgs
    $528,958
    Other
    $36,715
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,717 related
    Bonus
    $0 + $44,241 related
    Other
    $0
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $22,494 related
    Filer's total
    $0 + $566,702 related

  • Darin Ohe

    CFO

    Total calculated
    $317,768
    From this org
    $0
    From related orgs
    $284,515
    Other
    $33,253
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,273 related
    Bonus
    $0 + $22,242 related
    Other
    $0
    Deferred
    $0 + $11,788 related
    Nontaxable benefits
    $0 + $22,494 related
    Filer's total
    $0 + $318,797 related

  • Brian Shanks

    Former Officer

    Total calculated
    $326,070
    From this org
    $0
    From related orgs
    $312,689
    Other
    $13,381
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $277,689 related
    Bonus
    $0 + $35,000 related
    Other
    $0
    Deferred
    $0 + $7,758 related
    Nontaxable benefits
    $0 + $7,309 related
    Filer's total
    $0 + $327,756 related

  • Aimee Baumann

    Former Officer

    Total calculated
    $166,086
    From this org
    $0
    From related orgs
    $161,262
    Other
    $4,824
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $161,262 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,824 related
    Nontaxable benefits
    $0 + $1,501 related
    Filer's total
    $0 + $167,587 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

None.

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

The filer's explanations (Part III)

Part I, Line 3
The organization relied on Eventide, a related organization, that used a compensation committee, compensation survey or study, and approval by the board or compensation committee methods described in Sch J, Part I, Line 3 to establish the top management official's compensation. Jon Riewer and Darin Ohe are compensated by Eventide, a related organization, for services provided to that organization, Eventide West Fargo, LLC, Eventide Living Center, Lake Region Lutheran Home, Tabitha, Inc., Tabitha Foundation, Inc., Tabitha Grand Island, Inc., and Tabitha Alf Real Estate Holding, Inc.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Tabitha Home Health Care and Hospice LLC

    NE

  • Sanders Flats LLC

    Senior Living · MN

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202612269349300806

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