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← EBENEZER SOCIETY FOUNDATION

Form 990 for tax year 2024

Filed by EBENEZER SOCIETY FOUNDATION.

Totals

Total revenue
$1,136,896
Total expenses
$1,275,204
Contributions and grants received
$806,931
Grants paid
$728,084
Program service revenue
$0
Investment income
$462,152
Other revenue
-$132,187
Total assets, end of year
$7,458,835
Total liabilities, end of year
$301,003
Net assets or fund balances, end of year
$7,157,832
Program services expenses (Part IX)
$728,084
Management and general expenses
$0
Fundraising expenses
$547,120
Program service expenses (Part III)
$728,084

Program services were 57.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • James Hereford

    Ex-Officio

    Total calculated
    $5,659,485
    From this org
    $0
    From related orgs
    $4,854,478
    Other
    $805,007
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,948,464 related
    Bonus
    $0 + $2,156,120 related
    Other
    $0 + $749,894 related
    Deferred
    $0 + $786,517 related
    Nontaxable benefits
    $0 + $18,490 related
    Filer's total
    $0 + $5,659,485 related

  • Jonathan Lundberg

    President, end 9-2024

    Total calculated
    $521,790
    From this org
    $0
    From related orgs
    $450,816
    Other
    $70,974
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,325 related
    Bonus
    $0 + $129,473 related
    Other
    $0 + $51,018 related
    Deferred
    $0 + $61,242 related
    Nontaxable benefits
    $0 + $9,732 related
    Filer's total
    $0 + $521,790 related

  • Scott Wordelman

    Chair

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Todd Willett

    CFO, Treasurer

    Total calculated
    $459,090
    From this org
    $0
    From related orgs
    $418,412
    Other
    $40,678
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,459 related
    Bonus
    $0 + $67,435 related
    Other
    $0 + $14,518 related
    Deferred
    $0 + $13,826 related
    Nontaxable benefits
    $0 + $26,852 related
    Filer's total
    $0 + $459,090 related

  • Carolyn Jacobson

    Director

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Gayle Kvenvold

    Director, began 5-2024

    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
    $470,809
    From this org
    $0
    From related orgs
    $434,556
    Other
    $36,253
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,396 related
    Bonus
    $0 + $85,737 related
    Other
    $0 + $2,423 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $22,453 related
    Filer's total
    $0 + $470,809 related

  • Margaret Milius

    Director, began 5-2024

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Mark Landreville

    Secretary, began 2-2024

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Robb Gruman

    Director, ended 8-2024

    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, ended 5-2024

    Total calculated
    $0
    Hours/week
    0.3 + 1.5 related

  • Brett Anderson

    President

    Total calculated
    $185,369
    From this org
    $0
    From related orgs
    $179,724
    Other
    $5,645
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,502 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $222 related
    Deferred
    $0 + $1,027 related
    Nontaxable benefits
    $0 + $4,618 related
    Filer's total
    $0 + $185,369 related

  • Brendan Bannigan

    Dir of Philanthropy

    Total calculated
    $224,558
    From this org
    $0
    From related orgs
    $199,410
    Other
    $25,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $158,795 related
    Bonus
    $0 + $35,975 related
    Other
    $0 + $4,640 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,148 related
    Filer's total
    $0 + $224,558 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 $731,606 JONATHAN LUNDBERG $47,984
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 non-qualified plan (the 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 qualitied retirement plans. Participants may not elect to defer compensation. Contributions will be made in the form of a credit to the participant's account, within 60 days after a participant becomes vested in a contribution. The plan shall pay to the participant an amount equal to the amount the participant is required to pay federal, state, local and foreign income taxes and employment taxes due to the vesting. The remaining amount in the participant's account shall not be paid until the separation from services payment date. A participant's account shall be distributed in cash. The plan complies with Section 457(f) of the IRS code.
Schedule J, Part III Other Additional Information
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

    $656,082

    PROGRAM SUPPORT FOR ELDER CARE FACILITY PROGRAMS INCLUDING REHABILITATION PROGRAM, EXERCISE PROGRAM, WELLNESS HUB PROGRAMS AND EMPLOYEE RECOGNITION.

  • Ebenezer Ridges

    $59,278

    PROGRAM SUPPORT FOR ELDER CARE FACILITIES INCLUDING SPIRITUAL CARE, PROGRAM ACTIVITIES AND CONFERENCES AND TRAINING FOR STAFF.

  • Ebenezer Lakes Assisted Living

    $8,715

    PROGRAM SUPPORT FOR ELDER CARE FACILITY FOR THEIR MEMORY CARE PROGRAM AND EMPLOYEE RECOGNITION AND TRAINING.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.1
Source object
202543149349300839

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