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Nonprofiteer
← AQORD

Form 990 for tax year 2023

Filed by AQORD.

Totals

Total revenue
$1,162,008
Total expenses
$1,070,369
Contributions and grants received
$7,500
Grants paid
$47,822
Program service revenue
$1,048,966
Investment income
$43,168
Other revenue
$62,374
Total assets, end of year
$1,945,858
Total liabilities, end of year
$136,369
Net assets or fund balances, end of year
$1,809,489
Program services expenses (Part IX)
$931,341
Management and general expenses
$139,028
Fundraising expenses
$0
Program service expenses (Part III)
$931,341

Program services were 87.0% 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.

  • 1e · Government grants (contributions)

    $7,500

  • 2a · Program service revenue: MEMBERSHIP PROGRAM FEE

    total $784,192 · related or exempt $784,192

  • 2b · Program service revenue: CONSULTING

    total $168,809 · related or exempt $168,809

  • 2c · Program service revenue: CONFERENCE FEES

    total $95,965 · related or exempt $95,965

  • 3 · Investment income

    total $38,749 · excluded $38,749

  • 7a · Gross sales of assets other than inventory

    securities $90,312 · other assets $315

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

    securities $86,208 · other assets $0

  • 7c · Gain or loss

    securities $4,104 · other assets $315

  • 7d · Net gain or loss

    total $4,419 · excluded $4,419

  • 11a · Other revenue: MEP DISTRIBUTIONS

    total $60,010 · related or exempt $60,010

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $2,364 · related or exempt $2,364

  • 11e · Other revenue, total

    $62,374

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,882 · program services $27,882

  • 2 · Grants to domestic individuals

    total $19,940 · program services $19,940

  • 5 · Compensation of officers, directors and key employees

    total $379,646 · program services $312,310 · management and general $67,336

  • 7 · Other salaries and wages

    total $206,482 · program services $169,859 · management and general $36,623

  • 8 · Pension plan contributions

    total $55,499 · program services $45,655 · management and general $9,844

  • 9 · Other employee benefits

    total $52,429 · program services $43,130 · management and general $9,299

  • 10 · Payroll taxes

    total $40,285 · program services $33,140 · management and general $7,145

  • 11c · Fees: accounting

    total $15,074 · program services $15,074

  • 11f · Fees: investment management

    total $8,781 · management and general $8,781

  • 11g · Fees: other

    total $1,615 · program services $1,615

  • 12 · Advertising and promotion

    total $37,210 · program services $37,210

  • 13 · Office expenses

    total $12,517 · program services $12,517

  • 14 · Information technology

    total $17,424 · program services $17,424

  • 16 · Occupancy

    total $12,900 · program services $12,900

  • 17 · Travel

    total $29,948 · program services $29,948

  • 19 · Conferences, conventions and meetings

    total $77,441 · program services $77,441

  • 22 · Depreciation, depletion and amortization

    total $5,476 · program services $5,476

  • 23 · Insurance

    total $24,445 · program services $24,445

  • 24a · Other expenses: LEADERSHIP PROGRAMS

    total $20,645 · program services $20,645

  • 24b · Other expenses: SPEAKER HONORARIUM

    total $15,998 · program services $15,998

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $8,407 · program services $8,407

  • 24d · Other expenses: PROFESSIONAL DEVELOPMEN

    total $325 · program services $325

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $356,690 · end of year $292,678

  • 2 · Savings and temporary cash investments

    beginning of year $168,459 · end of year $381,656

  • 4 · Accounts receivable

    beginning of year $19,587 · end of year $19,335

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,550 · end of year $6,967

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

    $25,713

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

    $16,331

  • 10c · Land, buildings and equipment, net

    beginning of year $9,099 · end of year $9,382

  • 11 · Investments: publicly traded securities

    beginning of year $1,088,113 · end of year $1,227,264

  • 15 · Other assets

    beginning of year $295,045 · end of year $8,576

  • 17 · Accounts payable and accrued expenses

    beginning of year $313,745 · end of year $86,393

  • 19 · Deferred revenue

    end of year $41,500

  • 25 · Other liabilities

    beginning of year $31,627 · end of year $8,476

  • 27 · Net assets without donor restrictions

    beginning of year $1,147,727 · end of year $1,308,517

  • 28 · Net assets with donor restrictions

    beginning of year $458,444 · end of year $500,972

Mission and programs · 2023

Mission

ANCHORED IN ANABAPTIST VALUES, MHS ASSOCIATION INSPIRES AND STRENGTHENS HEALTH AND HUMAN SERVICE MINISTRIES TO FULFILL THEIR MISSIONS.

  • PROVIDE GOVERNANCE AND LEADERSHIP DEVELOPMENT TRAINING/CONSULTATION, ESTABLISH AND MAINTAIN SHARED SERVICE PROGRAMS AND OFFER NETWORKING OPPORTUNITIES FOR HEALTH AND HUMAN SERVICE NONPROFITS.

    Expenses $705,079 · Grants $46,822 · Revenue $846,566

  • CONTRACTUALLY MANAGING THE ANABAPTIST PROVIDER'S GROUP, AN ORGANIZATION FOR PENNSYLVANIA RETIREMENT COMMUNITIES.

    Expenses $116,880 · Grants $1,000 · Revenue $145,248

  • ORGANIZING AND RUNNING THE ANNUAL MENNONITE HEALTH ASSEMBLY.

    Expenses $109,382 · Revenue $95,965

  • CONSULTING AND MISCELLANEOUS REVENUE

    Revenue $23,561

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

Listed in Part VII

  • AMANDA NUGENT DIVINE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KERRY HOKE

    COMMISSION FOR SPONSORSHIP

    Total calculated
    $0
    Hours/week
    1

  • JAMES KREHBIEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LARRY MILLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DON TYSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROY TERAMOTO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TODD HANES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MYRON WEAVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JERRY LILE

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JEN FOSTER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • VALERIE REMPEL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KAREN LEHMAN

    PRESIDENT/CEO

    Total calculated
    $214,718
    From this org
    $210,369
    From related orgs
    $0
    Other
    $4,349
    Hours/week
    53

    Schedule J breakdown matched by us

    Base
    $180,369
    Bonus
    $0
    Other
    $30,000
    Deferred
    $0
    Nontaxable benefits
    $4,349
    Filer's total
    $214,718

  • CLARE KRABILL

    COO

    Total calculated
    $130,180
    From this org
    $125,830
    From related orgs
    $0
    Other
    $4,350
    Hours/week
    46

  • RANDALL CLOUSE

    VP OF FINANCE

    Total calculated
    $34,748
    From this org
    $34,748
    From related orgs
    $0
    Other
    $0
    Hours/week
    12

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

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.

  • MHS CONSULTING INC

    C · EXECUTIVE COACHING AND PLACEMENT AND BOARD DEVELOPMENT CONSULTING · PA · 100% owned · share of income $662,383 · controlled entity

    Directly controlled by MENNONITE HEALTH SERVICES

Provenance

Return type
form_990
Tax year
2023
Filed
8 August 2024
IRS schema version
2023v5.1
Source object
202432219349301953

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