2024-11-11T12:24:40+00:00 2023-12-31 990 2023-01-01 411356565 Ebenezer Society Foundation EBEN 6128743477 7505 Metro Boulevard Suite 100 Edina MN 55439 Jonathan Lundberg President 2024-11-11 true 2023 2024-10-15 13:58:12Z 1117382 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. 11 7 0 0 0 0 302593 856359 0 252586 250373 -76707 555179 1030025 651733 603899 0 232445 235286 140127 422449 163100 49579 1047278 1028891 -492099 1134 6679063 7224496 40939 58785 6638124 7165711 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 603899 603899 0 Ebenezer Society Foundation program service accomplishments includes 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. Grant activity inlcuded patient care programing to create interactive and mindfulness programs to keep the elder population active. Some of the actrivities were music educaiton that helps to promote welllness, artistic, community and self expression; the addition of an interactive projection screen to enhance mobiity and interaction among other residents; 38 residents benefited from a mindfulness and movement chair yoga program; various other active programs were funded to encourage movement, mindfulness and interaction. 603899 true true false false false false false false true true true false false false 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 false false false true false false false true X 0 0 0 false false false false false false false false false false false false X 11 7 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 5208444 38307 Jonathan Lundberg President 2.0 40.0 X X 0 532207 77189 Scott Wordelman Chair 0.3 1.5 X X 0 0 0 Todd Willett CFO, Treasurer 2.0 40.0 X X 0 357738 36173 Carl Runck Director, ended 5-2023 0.3 1.5 X 0 0 0 Carolyn Jacobson Director 0.3 1.5 X 0 0 0 Christina Widdess Director, ended 5-2023 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 409780 33683 Robb Gruman Director 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 0.3 1.5 X 0 0 0 Brendan Bannigan Dir of Philanthropy 40.0 0.0 X 0 169605 21811 0 6677774 207163 0 false true false 0 94729 200000 561630 856359 0 0 0 0 0 250373 250373 0 0 0 0 10650 94729 87357 -76707 -76707 0 0 0 0 0 1030025 0 0 173666 603899 603899 199207 199207 23733 23733 12346 12346 19337 19337 140127 140127 8465 0 0 8465 5605 5605 148 148 3874 3874 3350 3350 Supplies 6071 6071 Licenses & Fees 2543 2543 Utilities & Repairs 151 151 Other - Taxes 35 35 0 0 0 0 1028891 603899 2543 422449 931368 668174 40717 48326 26150 0 0 0 0 5700 4809 7146 7146 0 0 2614235 2962028 3087043 3515009 0 0 0 6679063 7224496 40939 58785 0 0 0 0 40939 58785 5328439 5559332 1309685 1606379 6638124 7165711 6679063 7224496 1134 526453 0 X false true X true false X 205915 191900 1975592 302593 856358 3532358 0 0 205915 191900 1975592 302593 856358 3532358 100336 3432022 124362 108111 137353 111133 250373 731332 0 0 0 0 0 10650 10650 4274340 0 0.8029 0.0 X 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. Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING EVENT TICKET REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 10650.0, COLUMN F - 10650.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 564036 12568 67476 644080 570579 15236 -21779 564036 505852 3408 61319 570579 479321 -23623 50154 505852 256485 182669 58851 18684 479321 0.77 0.09 0.14 false true true 7146 7146 0 0 Hedge Fund 991378 Private Capital 152610 Fixed Income 237535 Equity Fund 483916 Restricted Fund 1649570 3515009 0 X 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 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. X X X X X X true J Murphy & Associates 1300 NE Godward Street Suite 2625 Minneapolis MN 55413 Grant writing & research, development, database, communication and events. false 405379 204500 200879 405379 204500 200879 MN Etching in Stone 105379 94729 10650 2502 11949 800 72106 0 0 105379 94729 10650 2502 11949 800 72106 87357 -76707 false Ebenezer Society 7505 Metro Boulevard Edina MN 55435 410706141 501(c)3 527026 0 COST N/A Program Support for elder care facility programs including rehabilitation program, exercise program, Wellness Hub programs and employee recognition. Ebenezer Lakes Assisted Living 7505 Metro Blvd Edina MN 55435 412012560 501(c)3 12050 0 COST N/A Program Support for Elder Care Facility for their memory care program and employee recognition and training. Ebenezer Ridges 7505 Metro Blvd Edina MN 55435 411287792 501(c)3 61893 0 COST N/A Program Support for Elder Care Facilities including spiritual care, program activities and conferences and training for staff. Ebenezer Ridges Assisted Living 7505 Metro Blvd Suite 100 Edina MN 55439 411964691 501(c)3 1735 0 Cash N/A Program Support for Elder Care Facilities program activities. Ebenezer Lakes Senior Housing 7505 Metro Blvd Suite 100 Edina MN 55439 320190409 501(c)3 1195 0 Cash N/A Program Support for Elder Care Facilities program activities. 5 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 323251 0 30000 0 4487 0 13568 0 22605 0 393911 0 0 Jonathan Lundberg President 0 376881 0 95683 0 59643 0 61529 0 15660 0 609396 0 54539 James Hereford Ex-Officio 0 1888932 0 1260653 0 2058859 0 21097 0 17210 0 5246751 0 2049355 Kimberly Faust Director 0 335409 0 72859 0 1512 0 13200 0 20483 0 443463 0 0 Brendan Bannigan Dir of Philanthropy 0 154104 0 0 0 15501 0 0 0 21811 0 191416 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 $2,049,355 JONATHAN LUNDBERG $54,539 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 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 LAKES ASSISTED LIVING 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 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. 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. Schedule A, Part 1 In 2019, Ebenezer Society Foundation requested a reclassification of its foundation status as a public charity. On October 19, 2019, the Internal Revenue Service determined that Ebenezer Society Foundation met the requirements for classification as a public charity described in IRC Section 509(a)(1) & 170(b)(1)(A)(vi). Ebenezer Society Foundation continues to be classified as an organization exempt from federal income tax under IRC Section 501(c)(3). Ebenezer Society Foundation has qualified as a publicly supported organization since tax year 2019. 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