BETHANY CHRISTIAN SERVICES INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BETHANY CHRISTIAN SERVICES INC (EIN 38-1405282)
- Tax period
- 2024-01-01 to 2024-09-30
- Filed
- 2025-02-14
- IRS object ID
- 202540459349301439
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T15:29:17-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381405282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY CHRISTIAN SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 6162247610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 EASTERN AVE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT DEVRIES | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6162247610 | PhoneNum |
| Signature | 2025-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2025-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEITH CURETON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 EASTERN AVE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,441,021 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETHANY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | BETHANY CHRISTIAN SERVICES PROVIDES SOCIAL SERVICES FOR CHILDREN AND FAMILIES THROUGH PROGRAMS INCLUDING FOSTER CARE, REFUGEE AND IMMIGRANT SERVICES, DOMESTIC INFANT ADOPTION, INTERNATIONAL ADOPTION, AND COUNSELING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $206,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $583,165 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,896,120 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,451,342 | CYProgramServiceRevenueAmt |
| PY Investment Income | $802,778 | PYInvestmentIncomeAmt |
| CY Investment Income | $580,146 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,505 | PYOtherRevenueAmt |
| CY Other Revenue | $30,493 | CYOtherRevenueAmt |
| PY Total Revenue | $28,941,653 | PYTotalRevenueAmt |
| CY Total Revenue | $22,645,146 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $547,548 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,241,219 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,156,939 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $84,011 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $139,522 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,701,481 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,136,597 | PYOtherExpensesAmt |
| CY Other Expenses | $6,666,780 | CYOtherExpensesAmt |
| PY Total Expenses | $29,009,375 | PYTotalExpensesAmt |
| CY Total Expenses | $24,013,241 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$67,722 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,368,095 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,730,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,045,901 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,658,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,409,981 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,071,386 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,635,920 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BETHANY CHRISTIAN SERVICES DEMONSTRATES THE LOVE AND COMPASSION OF JESUS CHRIST BY PROTECTING CHILDREN, EMPOWERING YOUTH, AND STRENGTHENING FAMILIES THROUGH QUALITY SOCIAL SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,567,305 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,356,957 | RevenueAmt |
| Desc | BETHANY CHRISTIAN SERVICES HELPED REFUGEE AND IMMIGRANT INDIVIDUALS FROM DIFFERENT COUNTRIES ADJUST TO LIFE IN THE UNITED STATES THROUGH A VARIETY OF SPECIALIZED PROGRAMS AND SERVICES. OUR HEADQUARTERS OFFICE PROVIDES ADDITIONAL SUPPORT TO ALL BRANCHES WITH DIRECT FEDERAL GRANTS AIDING REFUGEES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $16,053,289 | RevenueAmt |
| Desc | INFORMATION IN THIS RETURN IS DERIVED FROM THE RESULTS OF THE NATIONAL OFFICE OF BETHANY CHRISTIAN SERVICES. THE NATIONAL OFFICE SERVES THE ADMINISTRATIVE AND PROGRAM SUPPORT NEEDS OF APPROXIMATELY 92 SERVICE LOCATIONS IN 27 STATES. SERVICES PROVIDED FOR LOCATIONS THROUGHOUT THE US INCLUDE: ADMINISTRATION, HUMAN RESOURCES, FINANCE AND ACCOUNTING, INFORMATION TECHNOLOGY, STAFF DEVELOPMENT, MARKETING, DONOR ENGAGEMENT, AND QUALITY ASSURANCE. REVENUE REPORTED HERE IS THE COST OF THE NATIONAL OFFICE SERVICES THAT ARE ALLOCATED TO EACH BETHANY CHRISTIAN SERVICES BRANCH LOCATION. THE DIRECT SERVICE ACTIVITIES OF THE BRANCH OFFICES OF BETHANY CHRISTIAN SERVICES ARE REPORTED ON A SEPARATELY FILED IRS GROUP FORM 990. ACTIVITIES OF THE BRANCHES CONSIST OF A WIDE VARIETY OF SOCIAL SERVICE PROGRAMS THAT BENEFIT CHILDREN AND FAMILIES, INCLUDING: FOSTER CARE, REFUGEE AND IMMIGRANT SERVICES, DOMESTIC INFANT ADOPTION, INTERNATIONAL ADOPTION, OLDER CHILD ADOPTION, COUNSELING, FAMILY PRESERVATION, AND YOUTH SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $50,000 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE ORGANIZATION MAINTAINS A DONOR SUPPORTED ASSISTANCE FUND CALLED CARING CONNECTION, THE PURPOSE OF WHICH IS TO MAKE GRANTS TO ELIGIBLE FAMILIES WHO ADOPT CHILDREN WITH SPECIAL PLACEMENT NEEDS. THE ORGANIZATION HAS A COMMITTEE OF STAFF MEMBERS WHO REVIEW EACH APPLICATION FOR SUPPORT AND AWARD GRANTS BASED ON THE MERITS OF EACH APPLICATION AND THE AMOUNT OF FUNDS AVAILABLE TO BE DISBURSED. NOT ALL FAMILIES WHO APPLY RECEIVE ASSISTANCE. THE COMMITTEE MEETS REGULARLY THROUGHOUT THE YEAR TO REVIEW THE APPLICANTS ADOPTION STORY AND THE NEEDS OF THE CHILD THEY ARE ADOPTING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,042 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $41,096 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $43,042 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $41,096 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,660,347 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GH | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT D DEVRIES CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6162247610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 EASTERN AVE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BRIAN BRITTON | |||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAEGAN SCHWINDLING | |||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSANNE JORDAN | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOEL RAHN | |||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARBEN BLAND | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER BURLEIGH | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAFI CARRASCO | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETH GARRETT | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LORI HOCKEMA | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER KRASLAWSKY | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT LEWIS | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN MAYER | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER SHANK | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK AUGUSTYN | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH STRURTEVANT | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH CURETON | |||||||
| PRESIDENT/CEO | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LORITA SHIRLEY | |||||||
| CHIEF OPERATIONS OFFICER | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL JERECZEK | |||||||
| CHIEF DEVELOPMENT OFFICER | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT DEVRIES | |||||||
| CHIEF FINANCIAL OFFICER | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BRUXVOORT | |||||||
| CHIEF INFORMATION OFFICER | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA OSBURN | |||||||
| CHIEF COMMUNICATIONS OFFICER | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KELLI CAVASIN | |||||||
| CHIEF PEOPLE OFFICER | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NHUNG HURST | |||||||
| SVP, LEGAL COUNSEL | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $583,165 | AllOtherContributionsAmt |
| Noncash Contributions | $54,571 | NoncashContributionsAmt |
| Total Contributions | $583,165 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SHARED SERVICE FEES | 624100 | $16,053,289 | $16,053,289 |
| REFUGEE AND IMMIGRANT SERVICES | 624100 | $5,356,957 | $5,356,957 |
| EDUCATIONAL AND RESOURCE MATERIAL | 624100 | $41,096 | $41,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,451,342 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577,695 | TotalRevenueColumnAmt |
| Exclusion | $577,695 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,798,326 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,795,875 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,451 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,451 | TotalRevenueColumnAmt |
| Exclusion | $2,451 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REBATES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $30,493 | TotalRevenueColumnAmt |
| Exclusion | $30,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,493 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,645,146 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,451,342 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $610,639 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153,542 | TotalAmt |
| Management And General | $1,558,088 | ManagementAndGeneralAmt |
| Fundraising | $595,454 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,730,974 | TotalAmt |
| Program Services | $2,040,268 | ProgramServicesAmt |
| Management And General | $8,599,024 | ManagementAndGeneralAmt |
| Fundraising | $1,091,682 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,289 | TotalAmt |
| Program Services | $71,958 | ProgramServicesAmt |
| Management And General | $356,314 | ManagementAndGeneralAmt |
| Fundraising | $36,017 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,813,369 | TotalAmt |
| Program Services | $261,714 | ProgramServicesAmt |
| Management And General | $1,348,117 | ManagementAndGeneralAmt |
| Fundraising | $203,538 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,765 | TotalAmt |
| Program Services | $148,825 | ProgramServicesAmt |
| Management And General | $725,613 | ManagementAndGeneralAmt |
| Fundraising | $120,327 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,506,786 | TotalAmt |
| Program Services | $1,714,401 | ProgramServicesAmt |
| Management And General | $743,136 | ManagementAndGeneralAmt |
| Fundraising | $49,249 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,287 | TotalAmt |
| Management And General | $617,287 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,375 | TotalAmt |
| Management And General | $59,375 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,522 | TotalAmt |
| Fundraising | $139,522 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,848 | TotalAmt |
| Management And General | $42,848 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,854 | TotalAmt |
| Program Services | $24,772 | ProgramServicesAmt |
| Management And General | $39,341 | ManagementAndGeneralAmt |
| Fundraising | $741 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,441 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
| Management And General | $186,394 | ManagementAndGeneralAmt |
| Fundraising | $85,047 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,746 | TotalAmt |
| Program Services | $59,554 | ProgramServicesAmt |
| Management And General | $288,903 | ManagementAndGeneralAmt |
| Fundraising | $271,289 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,567 | TotalAmt |
| Program Services | $71,921 | ProgramServicesAmt |
| Management And General | $159,773 | ManagementAndGeneralAmt |
| Fundraising | $26,873 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,121 | TotalAmt |
| Program Services | $5,048 | ProgramServicesAmt |
| Management And General | $205,526 | ManagementAndGeneralAmt |
| Fundraising | $4,547 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,262 | TotalAmt |
| Program Services | $122,062 | ProgramServicesAmt |
| Management And General | $330,755 | ManagementAndGeneralAmt |
| Fundraising | $35,445 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,012 | TotalAmt |
| Program Services | $10,633 | ProgramServicesAmt |
| Management And General | $143,633 | ManagementAndGeneralAmt |
| Fundraising | $27,746 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,030 | TotalAmt |
| Management And General | $284,030 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,763 | TotalAmt |
| Program Services | $2,333 | ProgramServicesAmt |
| Management And General | $683,386 | ManagementAndGeneralAmt |
| Fundraising | $2,044 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,691 | TotalAmt |
| Program Services | $60,437 | ProgramServicesAmt |
| Management And General | $131,583 | ManagementAndGeneralAmt |
| Fundraising | $2,671 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND MEMBERSHIPS | $111,357 | $12,058 | $96,705 | $2,594 |
| MAINTENANCE SERVICES | $21,175 | $597 | $20,057 | $521 |
| PAYMENTS TO ANNUITANTS | $10,436 | $10,436 | ||
| CLIENT ASSISTANCE | $766 | $766 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,263 | TotalAmt |
| Management And General | $21,089 | ManagementAndGeneralAmt |
| Fundraising | $6,174 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,013,241 | TotalAmt |
| Program Services | $4,660,347 | ProgramServicesAmt |
| Management And General | $16,651,413 | ManagementAndGeneralAmt |
| Fundraising | $2,701,481 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,872,774 | BOYAmt |
| EOY | $9,823,282 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,200 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,246,953 | BOYAmt |
| EOY | $3,126,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,495,045 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,150,282 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,019,499 | BOYAmt |
| EOY | $20,344,763 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,586,167 | BOYAmt |
| EOY | $29,099,531 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,743 | BOYAmt |
| EOY | $351,460 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,730,336 | BOYAmt |
| EOY | $63,045,901 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,548 | BOYAmt |
| EOY | $12,506,296 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,174,536 | BOYAmt |
| EOY | $7,910,180 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,000 | BOYAmt |
| EOY | $1,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,866 | BOYAmt |
| EOY | $493,505 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,658,950 | BOYAmt |
| EOY | $22,409,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,030,414 | BOYAmt |
| EOY | $37,217,078 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,040,972 | BOYAmt |
| EOY | $3,418,842 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,071,386 | BOYAmt |
| EOY | $40,635,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,730,336 | BOYAmt |
| EOY | $63,045,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,368,095 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,926,715 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,914 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,969,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,923,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $708,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $583,165 | CurrentTaxYearAmt |
| Total | $6,390,584 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,969,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,923,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $708,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $583,165 | CurrentTaxYearAmt |
| Total | $6,390,584 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,768,092 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,622,492 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $683,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $991,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $799,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $801,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,695 | CurrentTaxYearAmt |
| Total | $3,854,126 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $32,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,493 | CurrentTaxYearAmt |
| Total | $145,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,390,310 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $104,134,383 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.34860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II | FormAndLineReferenceDesc |
| Explanation | BECAUSE OF THE SHORT YEAR-END FILING, THE COLUMNS IN SCHEDULE A PART II CORRESPOND TO THE FOLLOWING TAX YEARS: 2020 = FYE 12/31/20 2021 = FYE 12/31/21 2022 = FYE 12/31/22 2023 = FYE 12/31/23 2024 = SHORT YEAR-END 9/30/24 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,441,623 | BeginningYearBalanceAmt |
| Contributions | $366,606 | ContributionsAmt |
| Investment Earnings Or Losses | $2,335,728 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $117,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,390,000 | OtherExpendituresAmt |
| End Year Balance | $20,416,707 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,506,076 | BeginningYearBalanceAmt |
| Contributions | $50,672 | ContributionsAmt |
| Investment Earnings Or Losses | $2,290,364 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $405,489 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,441,623 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,772,689 | BeginningYearBalanceAmt |
| Contributions | $172,575 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,368,748 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,070,440 | GrantsOrScholarshipsAmt |
| End Year Balance | $14,506,076 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,168,076 | BeginningYearBalanceAmt |
| Contributions | $1,169,671 | ContributionsAmt |
| Investment Earnings Or Losses | $2,643,135 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,208,193 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,772,689 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,949,336 | BeginningYearBalanceAmt |
| Contributions | $478,493 | ContributionsAmt |
| Investment Earnings Or Losses | $1,698,597 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $958,350 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,168,076 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,770,188 | OtherCostOrOtherBasisAmt |
| Book Value | $2,770,188 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,010,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,870,968 | DepreciationAmt |
| Book Value | $14,139,323 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,168,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,279,314 | DepreciationAmt |
| Book Value | $888,888 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,546,364 | OtherCostOrOtherBasisAmt |
| Book Value | $2,546,364 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,344,763 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $152,867 |
| LEASE LIABILITY | $340,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $493,505 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUND SUPPORTS THE MINISTRY OF THE ORGANIZATIONS PROGRAMS WHICH ARE CARRIED OUT BY THE SUBSIDIARY ENTITIES (BETHANY BRANCH OFFICES) OF THIS PARENT ORGANIZATION. THE GOAL OF THE ENDOWMENT FUND IS TO GROW BETHANY'S MINISTRY AND PROVIDE ASSISTANCE TO FAMILIES TO COVER EXTRAORDINARY EXPENSES IN THEIR ADOPTION OR FOSTER CARE PLACEMENT. BETHANY BRANCHES MAY SUBMIT PROPOSALS FOR FINANCIAL ASSISTANCE AS THEY GROW AND DEVELOP NEW OR EXPANDED SERVICES TO CHILDREN AND FAMILIES IN THEIR COMMUNITIES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| FREEWILL CO | ||||||||
| PO BOX 5322 | KINGWOOD | TX | 77325 | FUNDRAISING WEBSITE DESIGN | 0 | $0 | $8,738 | $0 |
| BOB CARTER COMPANIES LLC | ||||||||
| 2145 14TH AVE STE 26 | VERO BEACH | FL | 32960 | FUNDRAISING, CONSULTING, PRINTING AND MAILING OF SOLICITATIO | 0 | $0 | $130,784 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $139,522 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ADOPTION ASSISTANCE | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Non Cash Assistance | $50,000 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | REDUCTION OF ADOPTION FEES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BETHANY MAINTAINS A DONOR SUPPORTED ASSISTANCE FUND CALLED CARING CONNECTION. THE PURPOSE OF THE FUND IS TO MAKE GRANTS TO ELIGIBLE FAMILIES WHO ADOPT CHILDREN WITH SPECIAL PLACEMENT NEEDS. BETHANY HAS A COMMITTEE OF STAFF MEMBERS WHO REVIEW EACH APPLICATION FOR SUPPORT AND AWARD GRANTS BASED ON THE MERITS OF EACH APPLICATION AND THE AMOUNT OF FUNDING AVAILABLE TO BE DISBURSED. NOT ALL FAMILIES WHO APPLY QUALIFY FOR ASSISTANCE. THE COMMITTEE MEETS REGULARLY THROUGHOUT THE YEAR AND REVIEWS THE APPLICANTS ADOPTION STORY AND THE NEEDS OF THE CHILDREN BEING ADOPTED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $54,571 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | BETHANY CHRISTIAN SERVICES USES A BROKERAGE FIRM TO PROCESS THE SALE OF ALL PUBLICALLY TRADED SECURITIES WHICH THE ORGANIZATION RECEIVES FROM DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WAS REVIEWED DURING THE FEBRUARY 12TH, 2025 COMMITTEE MEETING. THE FINANCE COMMITTEE IS COMPRISED OF THE NATIONAL BOARD TREASURER AND FIVE OTHER NATIONAL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A STANDARD WRITTEN CONFLICT OF INTEREST POLICY THAT EACH BOARD MEMBER AND OFFICER IS REQUIRED TO ABIDE BY. EACH PERSON MUST CERTIFY IN WRITING HIS OR HER ACCEPTANCE OF THE POLICY. DIRECTORS ARE REQUIRED TO DISCLOSE ANNUALLY ANY FINANCIAL INTERESTS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. DIRECTORS MAY DELIVER WRITTEN NOTICE TO ALL DIRECTORS OR MAY GIVE ORAL NOTICE AT A MEETING OF THE BOARD OF DIRECTORS. A DIRECTOR HAVING A PERSONAL FINANCIAL INTEREST MAY NOT PARTICIPATE IN THE APPROVAL OF SUCH PROPOSED TRANSACTION UNLESS HIS OR HER JUDGEMENT IS NECESSARY TO THE DISINTERESTED DIRECTORS CONSIDERATION OF THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2024 A THIRD PARTY WAS HIRED TO COMPLETE A COMPENSATION ANALYSIS. THIS RESULTED IN CHANGES FOR ALL POSITIONS AND WILL BE EFFECTIVE STARTING IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OF THE ORGANIZATION. |
| FORM 990, PART VII | THIS IS A SHORT YEAR FILING FOR 1/1/2024 THROUGH 9/30/2024. THEREFORE THERE IS NO CALENDAR YEAR COMPENSATION REPORTED ON THIS FILING. COMPENSATION AMOUNTS FOR 2024 WILL BE REPORTED ON THE 10/1/2024 THROUGH 9/30/2025 RETURN. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT TO PRESENT VALUE OF ANNUITY FUND 5,914. |
| PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, SCHEDULE R, PART II | ALL RELATED TAX EXEMPT ORGANIZATIONS ARE MEMBERS OF GROUP EXEMPTION #5103 AND ARE NOT REPORTED ON SCHEDULE R PART II. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY CHRISTIAN SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 EASTERN AVE NE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382822017 | EIN |
| Primary Activities | SOCIAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY CHRISTIAN SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (22 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETHANY CHRISTIAN SERVICES OF NORTHERN CALIFORNIA | ||
| Q | $282,688 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF SOUTHERN CALIFORNIA | ||
| Q | $136,394 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF COLORADO | ||
| Q | $198,206 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF FLORIDA | ||
| Q | $330,001 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF GEORGIA | ||
| Q | $1,092,696 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF ILLINOIS | ||
| Q | $238,384 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF CENTRAL INDIANA | ||
| Q | $313,173 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF MARYLAND | ||
| Q | $425,364 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF MICHIGAN | ||
| Q | $7,664,294 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF MISSOURI | ||
| Q | $642,593 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF SOUTHERN NEW ENGLAND | ||
| Q | $154,433 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF NORTHERN NEW ENGLAND | ||
| Q | $173,685 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF NEW JERSEY | ||
| Q | $166,336 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF NORTH CAROLINA | ||
| Q | $357,143 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF CENTRAL PENNSYLVANIA | ||
| Q | $975,877 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF GREATER DELAWARE VALLEY | ||
| Q | $1,130,730 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF WESTERN PENNSYLVANIA | ||
| Q | $489,833 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF TENNESSEE | ||
| Q | $405,809 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF TEXAS | ||
| Q | $117,127 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF VIRGINIA | ||
| Q | $71,720 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES OF WISCONSIN | ||
| Q | $398,579 | ACTUAL COST |
| BETHANY CHRISTIAN SERVICES GLOBAL | ||
| Q | $63,961 | ACTUAL COST |