2025-11-10T07:07:18+00:00 2024-12-31 990 2024-01-01 411356565 Ebenezer Society Foundation EBEN 6128743477 7505 Metro Boulevard Suite 100 Edina MN 55439 Brett Anderson President 2025-11-10 true 2024 2025-03-06 01:10:19Z Brett Anderson 7505 Metro Boulevard Suite 100 Edina MN 55439 1278465 false X WWW.EBENEZERCARES.ORG 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. 12 8 0 0 0 856359 806931 0 250373 462152 -76707 -132187 1030025 1136896 603899 728084 0 235286 295979 140127 165577 547120 49579 85564 1028891 1275204 1134 -138308 7224496 7458835 58785 301003 7165711 7157832 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 728084 728084 0 Ebenezer Society Foundation program service accomplishments include providing 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. Ebenezer Society Foundation supports and expands Ebenezer Senior Living programs and services to provide more than basic needs. As Minnesota's largest senior living operator, we enhance residents' quality of life by investing in cutting-edge innovation and state-of-the-art technology. Seniors at Ebenezer are engaged in mind, body, and spirit through our Lifelong Learning, Intergenerational Connections, and Spiritual Care programs. Grant activity included $400,000 in resident programming to create interactive and mindfulness programs to keep our senior residents active. These activities included $250,000 in 1700 music education sessions from the MacPhail School of Music, art activities from Northern Clay, Paint Paper Scissors, Art with Heart, and Time Slips programming for our Memory Care residents that helps to promote wellness, artistic, community, and self-expression. 728084 true true false false false false false false false true true true false false true true false true false false false false false true true false false true false true false false false false false false false false false false true false false false false true false false false false true X 0 0 0 false false false false false false false false false false false false X 12 8 false true false false true true true true true false false false true true true true true true true true false 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 4854478 805007 Jonathan Lundberg President, end 9-2024 2.0 40.0 X X 0 450816 70974 Scott Wordelman Chair 0.3 1.5 X X 0 0 0 Todd Willett CFO, Treasurer 2.0 40.0 X X 0 418412 40678 Carolyn Jacobson Director 0.3 1.5 X 0 0 0 Gayle Kvenvold Director, began 5-2024 0.3 1.5 X 0 0 0 Kenneth Ashton-Piper Director 0.3 1.5 X 0 0 0 Kimberly Faust Director 2.0 40.0 X 0 434556 36253 Margaret Milius Director, began 5-2024 0.3 1.5 X 0 0 0 Mark Landreville Secretary, began 2-2024 0.3 1.5 X 0 0 0 Robb Gruman Director, ended 8-2024 0.3 1.5 X 0 0 0 Robert Walker Director 0.3 1.5 X 0 0 0 Susan Carlson-Weinberg Vice Chair 0.3 1.5 X 0 0 0 Thomas Hokr Secretary, ended 5-2024 0.3 1.5 X 0 0 0 Brett Anderson President 2.0 40.0 X 0 179724 5645 Brendan Bannigan Dir of Philanthropy 40.0 0.0 X 0 199410 25148 0 6537396 983705 0 false true false 0 213022 593909 29700 806931 0 0 0 0 0 168769 168769 0 0 293383 293383 0 293383 293383 9382 213022 141569 -132187 -132187 0 0 0 0 0 1136896 0 0 329965 728084 728084 246262 246262 1832 1832 31829 31829 16056 16056 0 0 165577 165577 31518 0 0 31518 10811 10811 216 216 5115 5115 1675 1675 Supplies 20865 20865 Licenses & Fees 11411 11411 Utilities & Repairs & Other 3509 3509 Other - Taxes 444 444 0 0 0 0 1275204 728084 0 547120 668174 270440 48326 48099 26150 72425 0 0 0 0 4809 316 7146 7146 0 0 2962028 3301318 3515009 3766237 0 0 0 7224496 7458835 58785 65474 0 0 0 235529 58785 301003 X 5559332 5234382 1606379 1923450 7165711 7157832 7224496 7458835 -138308 130429 0 X false true true false X 191900 1975592 302593 856358 806932 4133375 0 0 191900 1975592 302593 856358 806932 4133375 87240 4046135 108111 137353 111133 250373 168769 775739 0 0 0 0 10650 9382 20032 4929146 0 0.82086 0.80294 X Schedule A, Part IV, Section A, Line 11a GIFT/CONTRIBUTION FROM A PERSON WHO CONTROLS GOV BODY The Ebenezer President and board secretary contributed to the Ebenezer Society Foundation during the tax year. Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING EVENT TICKET REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 10650.0, COLUMN E - 9382.0, COLUMN F - 20032.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 644080 14065 53851 711996 564036 12568 67476 644080 570579 15236 -21779 564036 505852 3408 61319 570579 479321 -23623 50154 505852 0.73 0.1 0.17 false true true 7146 7146 0 0 Closely-held equity interests Financial derivatives Hedge Fund 1077579 Private Capital 176794 Fixed Income 249291 Equity Fund 606223 Restricted Fund 1656350 3766237 Federal Income Taxes I/C Payable 235529 235529 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS INCLUDE DONOR-RESTRICTED FUNDS. SOME OF THE ENDOWMENT FUNDS PURPOSES ARE RESIDENT PROGRAM SERVICES, EMPLOPYEE EDUCATION, RESIDENT EXERCISE EQUIPMENT AND SUPPLIES. THE FOUNDATION INTENDS TO USE THEIR ENDOWMENT FUNDS IN THE MANNER FOR WHICH THEY WERE RESTRICTED. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE MINNESOTA STATUTES. THE ORANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATIONG UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE ORGANIZAITON IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. X X X X X X true J Murphy & Associates Rainmaker LLC 1300 NE Godward Street Suite 2625 Minneapolis MN 55413 Grant writing & research, development, database, communication and events. false 816313 248120 568193 816313 248120 568193 MN Etching Our Future in Stone 222404 213022 9382 1200 23875 5704 110790 0 0 222404 213022 9382 1200 23875 5704 110790 141569 -132187 Schedule G, Part I, Line 2b(v) The professional fundraiser invoices the organization for all fundraising services and any expenses or reimbursements separately. The organization is able to easily identify fundraising services from expense payments and reimbursement. The amount listed in Part I, line 2b(v) for reimbursed expenses is $10,734.37. Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses J. MURPHY & ASSOCIATES, RAINMAKER, LLC-THE PROFESSIONAL FUNDRAISER INVOICES THE ORGANIZATION FOR ALL FUNDRAISING SERVICES AND ANY EXPENSES OR REIMBURSEMENTS SEPARATELY. THE ORGANIZATION IS ABLE TO EASILY IDENTIFY FUNDRAISING SERVICES FROM EXPENSE PAYMENTS AND REIMBURSEMENT.; true Ebenezer Society 7505 Metro Boulevard Suite 100 Edina MN 55435 410706141 501(c)(3) 656082 PROGRAM SUPPORT FOR ELDER CARE FACILITY PROGRAMS INCLUDING REHABILITATION PROGRAM, EXERCISE PROGRAM, WELLNESS HUB PROGRAMS AND EMPLOYEE RECOGNITION. Ebenezer Ridges 7505 Metro Boulevard Suite 100 Edina MN 55435 411287792 501(c)(3) 59278 PROGRAM SUPPORT FOR ELDER CARE FACILITIES INCLUDING SPIRITUAL CARE, PROGRAM ACTIVITIES AND CONFERENCES AND TRAINING FOR STAFF. Ebenezer Lakes Assisted Living 7505 Metro Boulevard Suite 100 Edina MN 55435 412012560 501(c)(3) 8715 PROGRAM SUPPORT FOR ELDER CARE FACILITY FOR THEIR MEMORY CARE PROGRAM AND EMPLOYEE RECOGNITION AND TRAINING. 3 0 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 336459 0 67435 0 14518 0 13826 0 26852 0 459090 0 0 Jonathan Lundberg President, end 9-2024 0 270325 0 129473 0 51018 0 61242 0 9732 0 521790 0 47984 James Hereford Ex-Officio 0 1948464 0 2156120 0 749894 0 786517 0 18490 0 5659485 0 731606 Kimberly Faust Director 0 346396 0 85737 0 2423 0 13800 0 22453 0 470809 0 0 Brett Anderson President 0 159502 0 20000 0 222 0 1027 0 4618 0 185369 0 0 Brendan Bannigan Dir of Philanthropy 0 158795 0 35975 0 4640 0 0 0 25148 0 224558 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 $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. X Event Items Donated 235 29700 Market value 0 false true false Schedule M, Part I, Line 31 Nonstandard Contributions Although the organization does not have a written policy requiring nonstandard contributions to be reviewed, any nonstandard contribution is brought to the members of the Executive Committee of the Board which includes the CEO and CFO. The Executive Committee then reviews the nonstandard contribution and makes the determination of whether to accept it or not. The organization will consider all types of donations, but prefers not to accept donations of automobiles. Schedule M, Part I Explanations of reporting method for number of contributions Other - Event Items Donated The organization is reporting the number of items received. Form 990, Part V, Line 1a ALL CASH DISBURSEMENTS ARE CENTRALIZED THROUGH RELATED ORGANIZATION, EBENEZER SOCIETY. THEREFORE, THE RELATED ORGANIZATION, EBENEZER SOCIETY, MAKES THE PAYMENT AND FILES THE RELATED FORM 1099'S AND FORM 1096 INSTEAD OF THIS ORGANIZATION. Form 990, Part V, Line 2a EBENEZER SOCIETY FOUNDATION LEASES EMPLOYEES FROM A RELATED ORGANIZATION, EBENEZER SOCIETY, A 501(C)(3) TAX-EXEMPT, NON-PROFIT ORGANIZATION. THEREFORE, EBENEZER SOCIETY FILES THE APPROPRIATE W-3 AND RELATED W-2 TAX FORMS FOR THESE INDIVIDUALS INSTEAD OF EBENEZER SOCIETY FOUNDATION. THE LEASED EMPLOYEE COMPENSATION ON THE EBENEZER SOCIETY FOUNDATION FORM 990 PART VII AND SCHEDULE J IS REPORTED AS COMPENSATION PAID BY RELATED ORGANIZATION, EBENEZER SOCIETY. Form 990, Part V, Line 15 Section 4960 tax Fairview Health Services, a related 501(c)3 tax-exempt organization, files and remits all related Section 4960 excise tax on Form 4720 for the system. 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, a Minnesota Nonprofit Organization, is the sole member of Ebenezer Society Foundation. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Ebenezer Society, the sole member, appoints all directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Ebenezer Society, the sole member, shall have the following powers reserved to it: (A) Approve, before they may become effective, all amendments to the corporation's articles of incorporation. (B) Approve, before they may become effective, all amendments to the corporation's bylaws and elect or amend corporate bylaws for the corporation in its discretion after first submitting the proposed revisions to the corporation's Board of Directors for comment no less than 30 day's written notice. (C) Approve, before they become effective, all mission-statements of the corporation and all amendments to such mission statements of the corporation. (D) Appoint all members of the corporation's Board of Directors. (E) Retain the right to removes all Directors of the corporation. (F) Approve, before they may become effective, all candidates for the corporation's Board Chairperson or Vice Chairperson. (G) Nominate all candidates for the corporation's President. (H) Approve, before it may become effective, any merger, consolidation, or total or partial dissolution involving the corporation. (I) Approve all donations or transfers from the corporation, with or without consideration of all, substantially all or any substantial portion of the assets of the corporation. (J) Approve, before it may become effective, the creation of any taxable or tax-exempt subsidiary organization to the corporation. (K) Approve all operating and capital budgets of the corporation before authorized expenditures may be made therefrom. (L) Approve all delt of the corporation prior to its incurrence. (M) Approve appointment of the outside auditors and internal auditors for the corporation. (N) Approve, before they may become effective and in the interests of consistency among the corporation's affiliates, all accounting policies for the corporation. 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. Form 990, Part VII, Section B, Line 1 Additional Information Form 1099's were filed by a related organization Ebenezer Society, a 501(c)(3) non-profit, tax-exempt organizations. Ebenezer Society reports the five highest compensated independent contractors for the system. 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 true false false false false false false false false true true true true true false false false