2023-10-26T18:04:03+00:00 2022-12-31 990 2022-01-01 411356565 Ebenezer Society Foundation EBEN 6128743477 7505 Metro Boulevard Suite 100 Edina MN 55439 Jonathan Lundberg President 2023-10-26 Jonathan Lundberg 999009999 2022 2023-04-26 12:10:37Z 555179 false X n/a X 1978 MN 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. 13 9 0 0 0 0 1975592 302593 0 734692 252586 0 2710284 555179 682075 651733 0 80906 232445 0 0 39571 163100 802552 1047278 1907732 -492099 8085407 6679063 6714 40939 8078693 6638124 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. false false 651733 651733 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. 651733 true true false false false false false false false true true false false false true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 13 9 false true false false true true true true true false false true true true true true true true true false MN X X Todd Willett 6128743493 7505 Metro Boulevard Suite 100 Edina MN 55439 James Hereford Ex-Officio 2.0 40.0 X X 0 3370758 116860 Jonathan Lundberg President 2.0 40.0 X X 0 543648 33171 Richard Howard Chair, ended 5-2022 0.3 1.5 X X 0 0 0 Scott Wordelman Chair 0.3 1.5 X X 0 0 0 Todd Willett CFO, Treasurer 2.0 40.0 X X 0 326029 19313 Carl Runck Director 0.3 1.5 X 0 0 0 Carolyn Jacobson Director 0.3 1.5 X 0 0 0 Christina Widdess Director, new 5-2022 0.3 1.5 X 0 0 0 Kenneth Ashton-Piper Director, New 5-2022 0.3 1.5 X 0 0 0 Kimberly Faust Director 2.0 40.0 X 0 359093 37597 Robb Gruman Director 0.3 1.5 X 0 0 0 Robert Walker Director, new 5-2022 0.3 1.5 X 0 0 0 Susan Carlson-Weinberg Vice Chair 0.3 1.5 X 0 0 0 Thomas Hokr Secretary 0.3 1.5 X 0 0 0 Brendan Bannigan Dir of Philanthropy 40.0 0.0 X 0 150805 19331 0 4750332 226272 0 false true false 0 302593 302593 0 0 0 0 0 111133 111133 0 0 141453 141453 0 141453 141453 0 0 0 0 0 555179 0 0 252586 651733 651733 201996 201996 19190 19190 11259 11259 135118 135118 10558 0 10558 0 2336 2336 3350 3350 100 100 Supplies 8871 8871 Licenses & Fees 1780 1780 Community Donations 855 855 Other 132 132 0 0 0 0 1047278 651733 395545 0 243947 931368 102341 40717 0 0 0 0 1147460 211166 5700 7146 7146 0 0 3162282 2614235 3218211 3087043 0 0 0 8085407 6679063 6714 40939 0 0 0 0 6714 40939 5293789 5328439 2784904 1309685 8078693 6638124 8085407 6679063 -492099 -948470 0 X false true X true false X X 1 Ebenezer Society 410706141 9 true 115910 0 1 115910 0 true false false false false false false false false false false false true false false true false Schedule A, Part IV, Section A, Line 11a Gift/Contr. From A Person Who Controls Gov. Body The Ebenezer President contributes to Ebenezer Society Foundation. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7146 7146 0 0 Hedge Fund 690657 Private Capital 223894 Fixed Income 172006 Equity Fund 357679 Restricted Fund 1642807 3087043 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization follows the accounting standard for contingencies in evaluating uncertain tax positions. The Organization's income tax returns are subject to review and examination by federal, state, and local authorities. The Organization is not aware of any activities that would jeopardize its tax-exempt status. The Organization is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes. false Ebenezer Society 7505 Metro Blvd Suite 100 Edina MN 55439 410706141 501(c)3 112288 Program support for elder care facilities, educational support, exercise therapy Ebenezer Ridges 7505 Metro Blvd Suite 100 Edina MN 55439 411287792 501(c)3 37206 Greatest needs and educational support HealthEast St Joseph's Hospital 2450 Riverside Avenue Minneapolsi MN 55454 410693880 501(c)3 14307 Hospice patio furniture and garden supplies Ebenezer Management Services 7505 Metro Blvd Suite 100 Edina MN 55439 411560746 154343 Memory Care, musical therapy, educational support, program support for elder care 3 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Granted funds are placed in a designated restricted fund within the Ebenezer Society Foundation. A purpose statement is linked to the restricted fund that describes how the funds are to be used - in what time frame, for what purpose, etc. Expenses are paid through an Ebenezer operating unit and then reimbursed with money from the restricted fund after ensuring that the money was spent as the donor intended (as stated in the purpose statement). Grant funds are used in the time frame intended and for the purpose intended. A report of how the grant was used is sent to the funder upon use of all funds. false true false false false false false true false Todd Willett CFO, Treasurer 0 308273 0 0 0 17756 0 0 0 19313 0 345342 0 0 Jonathan Lundberg President 0 363251 0 139389 0 41008 0 18580 0 14591 0 576819 0 38485 James Hereford Ex-Officio 0 1753793 0 1399311 0 217654 0 100535 0 16325 0 3487618 0 208150 Kimberly Faust Director 0 318422 0 39244 0 1427 0 18300 0 19297 0 396690 0 0 Brendan Bannigan Dir of Philanthropy 0 149414 0 0 0 1391 0 0 0 19331 0 170136 0 0 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 $208,150 JONATHAN LUNDBERG $38,485 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 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. Form 990, Part VI, Line 3 Delegation of management duties Ebenezer Society Foundation is managed by Ebenezer Society employees. Form 990, Part VI, Line 6 Classes of members or stockholders Ebenezer Society has reserve powers. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Board of Directors elects members to director positions and fills vacancies in the elected director positions, except that Fairview elects a director. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Ebenezer Society Foundation is managed by employees of Ebenezer Society. Form 990, Part VI, Line 11b Review of form 990 by governing body The Tax Department conducts a detailed review of the completed return. The return is also reviewed by the President and CFO. The Form 990 is subsequently presented to the Board of Directors. Upon approval from the Board of Directors, the Form 990 is filed. Form 990, Part VI, Line 12c Conflict of interest policy Managers, Directors and senior management are required to annually complete a Duty of Loyalty and Conflict of Interest Statement in compliance with Fairview's system Conflict of Interest Policy. Disclosures are reviewed by the compliance department. Any conflicts of interest by board members are brought to the board for review. Form 990, Part VI, Line 15a Process to establish compensation of top management official The determination of executive compensation of the organization is processed by the Fairview System Human Resources Committee and includes a review of comparability data, review by independent experts and contemporaneous substantiation of the deliberation and decision process. Form 990, Part VI, Line 15b Process to establish compensation of other employees The determination of executive compensation of the organization is processed by the Fairview System Human Resources Committee and includes a review of comparability data, review by independent experts and contemporaneous substantiation of the deliberation and decision process. Form 990, Part VI, Line 19 Required documents available to the public Ebenezer Society Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request and inspection of the documents is available at the corporate finance department. Fairview Health Services 2450 Riverside Avenue Minneapolis MN 55454 410991680 Hospital MN 501(c)(3) 3 na false Ebenezer Society 7505 Metro Boulevard Suite 100 Edina MN 55439 410706141 Nursing MN 501(c)(3) 10 Fairview Health Services false Ebenezer Ridges Assisted Living 7505 Metro Boulevard Suite 100 Edina MN 55439 411964691 Assisted MN 501(c)(3) 10 Ebenezer Society false Ebenezer Ridges 7505 Metro Boulevard Suite 100 Edina MN 55439 411287792 Nursing MN 501(c)(3) 10 Ebenezer Society false Ebenezer Ridge Point Apartments 7505 Metro Boulevard Suite 100 Edina MN 55439 411769727 Housing MN 501(c)(3) 10 Ebenezer Society false Ebenezer Towers 7505 Metro Boulevard Suite 100 Edina MN 55439 237005359 Housing MN 501(c)(3) 10 Ebenezer Society false Ebenezer Lakes Senior Housing 7505 Metro Boulevard Suite 100 Edina MN 55439 320190409 Housing MN 501(c)(3) 10 Ebenezer Society false Ebenezer Lakes Assisted Living 7505 Metro Boulevard Suite 100 Edina MN 55439 412012560 Assisted MN 501(c)(3) 10 Ebenezer Society false Ebenezer Management Services Inc 7505 Metro Boulevard Suite 100 Edina MN 55439 411567046 Mgmt Svcs MN Ebenezer Society C Corporation false Ebenezer Development Inc 7505 Metro Blvd Suite 100 Edina MN 55439 883201659 Property Management MN Ebenezer Society C Corporation false false true false false false false false false false false false false false false true true false false false