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Ebenezer Society Foundation FY2020 filing

Tax-deductible

Edina, MN501(c)(3)Health CareEIN 41-1356565Revenue $675K in FY2020

On file with the IRS7505 Metro Blvd Ste 100, 55439-3017 · Edina, MNTax-exempt since Jun 1979Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
23¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $312K a year · 26% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
23%
of spending
Concern: 23% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $65K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$6K
0.10% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 12 voting members
Looks good: 8 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$675K
Spent
$395K
To programs
23%
Net assets
$6.3M
By yearFY2020–FY2024
Revenue
$675K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$675K
FY2021$2.7M
FY2022$555K
FY2023$1.0M
FY2024$1.1M
Expenses
$395K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$395K
FY2021$803K
FY2022$1.0M
FY2023$1.0M
FY2024$1.3M
Net assets
$6.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$6.3M
FY2021$8.1M
FY2022$6.6M
FY2023$7.2M
FY2024$7.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

23 cents of each dollar spent went to programs.

Program services 23% · $90K Management & general 58% · $230K Fundraising 19% · $76K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
James Hereford
Fhs Presiden
$0Pt VII · Sec A
Jonathan Lundberg
Ebenezer Pre
$0Pt VII · Sec A
Mark F Thomas
Former Offic
$0Pt VII · Sec A
$0Pt VII · Sec A
Todd T Willett
Ebenezer CFO
$0Pt VII · Sec A
$0Pt VII · Sec A
Linda Collins
Director-End
$0Pt VII · Sec A
Gina Dingman
Director
$0Pt VII · Sec A
See Ebenezer Society Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports older adults to live independent, healthy, and meaningful lives.

Questions for Ebenezer Society Foundation

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Provided by the organization

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1 program · $90K · in their own filed words · FY2020
01

Supports ebenezer society, this support is offered for 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.

$90Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Otto Bremer TrustFY2024$53K
Fidelity Investments Charitable Gift FundFY2024$7K
Donor Advised Charitable Giving INCFY2024$5K
Total grants receivedfrom 3 funders$65K
See all 3 funders →
Grants paid · 14 grants · $2.4M · 2020–2024
Ebenezer SocietyMN · FY2024$656,082
Ebenezer RidgesMN · FY2024$59,278
Ebenezer Lakes Assisted LivingMN · FY2024$8,715
Ebenezer SocietyMN · FY2023$527,026
Ebenezer RidgesMN · FY2023$61,893
Ebenezer Lakes Assisted LivingMN · FY2023$12,050
Ebenezer Ridges Assisted LivingMN · FY2023$1,735
Ebenezer Lakes Senior HousingMN · FY2023$1,195
Ebenezer Management ServicesFY2022$154,343
Ebenezer SocietyMN · FY2022$112,288
Ebenezer RidgesMN · FY2022$37,206
Healtheast St Joseph's HospitalMN · FY2022$14,307
Ebenezer SocietyMN · FY2021$682,075
Ebenezer SocietyMN · FY2020$89,973

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$675K
Ln 12
Investment incomeLn 3$483K
Gifts and grantsLn 1h$192K
Money outPt IX
$395K
Ln 25
Programscol B$90K
Managementcol C$230K
Fundraisingcol D$76K
Owns and owesPt X
$6.3M
net assets · Ln 32
Cash and savingsLn 1–2$99K
Total assetsLn 16$6.3M
LiabilitiesLn 26$6K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$192K
Investment incomeLn 3$483K
Gains on assetsLn 7$375K
Total revenueLn 12$675K
Assets in detailPt X, end of year
CashLn 1$99K
Cash and savings togetherLn 1–2$99K
InvestmentsLn 11–13$5.8M
Total assetsLn 16$6.3M
LiabilitiesLn 26$6K
Net assetsLn 32$6.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$154K$99K
InvestmentsLn 11–13$5.7M$5.8M
Total assetsLn 16$6.1M$6.3M
LiabilitiesLn 26$190K$6K
Net assetsLn 32$5.9M$6.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$90K$90K
Management feesLn 11a$295K$219K$76K
Advertising and promotionLn 12$250$250
Office expensesLn 13$4K$4K
TravelLn 17$724$724
InterestLn 20$4K$4K
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$395K$90K$230K$76K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.1M$1.3M−$138K$7.2M 990 PDF
FY2023 $1.0M$1.0M$1K$7.2M 990 PDF
FY2022 $555K$1.0M−$492K$6.6M 990 PDF
FY2021 $2.7M$803K$1.9M$8.1M 990 PDF
FY2020 Viewing $675K$395K$280K$6.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $674,888 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $205,915$191,900
I-9 Program service revenue$0
I-10 Investment incomePrior year $272,282$482,988
I-11 Other revenue$0
I-12 Total revenuePrior year $478,197$674,888
I-13 Grants and similar amounts paidPrior year $529,730$89,973
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $259,391$305,241
I-18 Total expensesPrior year $789,121$395,214
I-19 Revenue less expensesPrior year −$310,924$279,674
Part VI · Governance 8 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $674,888 across 6 lines filed
VIII-1d Related organizations$52,024
VIII-1f All other contributions, gifts and grants$139,876
VIII-1h Total contributions, gifts and grants$191,900
VIII-3 Investment incomeExcluded from tax $108,111$108,111
VIII-7 Net gain or loss on sales of assetsExcluded from tax $374,877$374,877
VIII-12 Total revenueExcluded from tax $482,988$674,888
Part IX · Statement of functional expenses $395,214 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $89,973$89,973
IX-11a Management feesManagement $218,935 · Fundraising $75,702$294,637
IX-12 Advertising and promotionManagement $250$250
IX-13 Office expensesManagement $3,807$3,807
IX-17 TravelManagement $724$724
IX-20 InterestManagement $4,008$4,008
IX-24 Other expenses (24a–d)Management $1,815$1,815
IX-25 Total functional expensesPrograms $89,973 · Management $229,539 · Fundraising $75,702$395,214
Part X · Balance sheet $6,305,682 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $153,923$98,881
X-3 Pledges and grants receivableStart of year $113,630$110,630
X-4 Accounts receivable$300,706
X-9 Prepaid expenses and deferred chargesStart of year $160,132$24,365
X-11 Publicly traded securitiesStart of year $5,658,540$5,771,100
X-16 Total assetsStart of year $6,086,225$6,305,682
X-17 Accounts payable and accrued expensesStart of year $189,870$6,185
X-26 Total liabilitiesStart of year $189,870$6,185
X-27 Net assets without donor restrictionsStart of year $4,190,852$4,511,503
X-28 Net assets with donor restrictionsStart of year $1,705,503$1,787,994
X-32 Total net assets or fund balancesStart of year $5,896,355$6,299,497
X-33 Total liabilities and net assetsStart of year $6,086,225$6,305,682
Part XI · Reconciliation of net assets $6,299,497 net assets at year end
XI-1 Total revenue$674,888
XI-2 Total expenses$395,214
XI-3 Revenue less expenses$279,674
XI-4 Net assets at start of year$5,896,355
XI-5 Net unrealized gains (losses) on investments$123,468
XI-10 Net assets at end of year$6,299,497

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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