Nonprofit · EIN 26-0275009
MIDWEST CHRISTIAN VILLAGES INC
Tax-exempt · NASHVILLE, TN 37203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,892,759 | $15,720,999 | -$7,828,240 | $5,762,481 | $45,681,848 | -$39,919,367 |
| June 30, 2024 | 990 | $20,884,474 | $28,692,089 | -$7,807,615 | $21,569,035 | $52,994,018 | -$31,424,983 |
| June 30, 2023 | 990 | $17,928,613 | $34,037,360 | -$16,108,747 | $16,070,267 | $40,448,315 | -$24,378,048 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,612,618
- Investment income
- -$3,351,213
- Net gain from sales of assets
- -$3,371,157
- Other revenue
- $1,631,354
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,019,024
- Other salaries and wages
- $4,285,487
- Salaries, compensation and benefits (total)
- $9,955,748
- Professional fundraising fees
- $0
- Legal fees
- $33,892
- Occupancy
- $886,394
- Travel
- $112,416
- Depreciation
- $934,383
- Program services (functional)
- $3,648,932
- Management and general (functional)
- $11,809,109
- Fundraising (functional)
- $262,958
Balance sheet and other
- Total assets, start of year
- $21,569,035
- Total assets, end of year
- $5,762,481
- Total liabilities, end of year
- $45,681,848
- Net assets, end of year
- -$39,919,367
- Land, buildings and equipment
- $272,232
- Publicly traded securities
- $15,126
- Net assets without donor restrictions
- -$39,919,367
- Gross receipts
- $21,414,916
- Employees
- 1,798
- Volunteers
- 0
- Year formed
- 2008
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN BERTRAM | CEO Officer | 38 | $454,775 | $49,510 |
| BRENDA BRANDL | SENIOR VP OF OPERATIONS Highest-paid employee | 38 | $316,137 | $0 |
| BARBARA SHEPARD | CHIEF HUMAN RESOURCE OFFICER Officer | 38 | $257,864 | $21,761 |
| SANDRA G BRYANT | EXECUTIVE DIRECTOR Highest-paid employee | 38 | $227,844 | $38,164 |
| DORA SILVIA | SENIOR VP OF MARKETING Highest-paid employee | 38 | $253,553 | $3,500 |
| JOHN P RUPKEY | PHARMACY MANAGER Highest-paid employee | 38 | $218,199 | $11,043 |
| KENNA HUDSON | CONTROLLER Officer | 38 | $197,531 | $28,095 |
| CHUCK SCHMITZ | CFO Officer | 38 | $202,309 | $19,183 |
| KRISTA GARRISON | EXECUTIVE DIRECTOR Highest-paid employee | 38 | $183,487 | $3,375 |
| DONALD J BELL | FORMER CEO Former | 38 | $115,208 | $0 |
| NICK FILING | BOARD MEMBER - CHAIRMAN Trustee or director, Officer | 0.3 | $250 | $0 |
| TIMOTHY BURRELL | BOARD MEMBER - VICE PRESIDENT Trustee or director, Officer | 0.3 | $250 | $0 |
| BILLY CARTER | BOARD MEMBER - TREASURER Trustee or director, Officer | 0.3 | $250 | $0 |
| SCOTT WILLIAMS | BOARD MEMBER - SECRETARY Trustee or director, Officer | 0.3 | $250 | $0 |
| JOHN ALLEN BURNETT | BOARD MEMBER Trustee or director | 0.3 | $250 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN DUNAWAY | BOARD MEMBER Trustee or director | 0.3 | $250 |
| BRENDA EDEN | BOARD MEMBER Trustee or director | 0.3 | $250 |
| DON FITZGERALD | BOARD MEMBER Trustee or director | 0.3 | $250 |
| STEVE GNUSE | BOARD MEMBER Trustee or director | 0.3 | $250 |
| TERRY GOODNER | BOARD MEMBER Trustee or director | 0.3 | $250 |
| THOMAS KERINS | BOARD MEMBER Trustee or director | 0.3 | $250 |
| SUSAN KLEIN | BOARD MEMBER Trustee or director | 0.3 | $250 |
| MICHAEL MORBECK | BOARD MEMBER Trustee or director | 0.3 | $250 |
| DAVID SANDEFUR | BOARD MEMBER Trustee or director | 0.3 | $250 |
| MARCUS THOMAS | BOARD MEMBER Trustee or director | 0.3 | $250 |
| DOUG WILEY | BOARD MEMBER Trustee or director | 0.3 | $250 |
| SHAWN O'CONNER | CHIEF RESTRUCTURING OFFICER Officer | 0.8 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONALD J BELL | FORMER CEO Former | 38 | $518,413 | $2,797 |
| CHUCK SCHMITZ | CFO Officer | 38 | $457,155 | $38,604 |
| KATHLEEN BERTRAM | CEO Officer | 38 | $388,112 | $51,728 |
| BARBARA SHEPARD | CHIEF HUMAN RESOURCE OFFICER Key employee | 38 | $304,472 | $27,756 |
| JENNIFER KNECHT | CHIEF SALES & MARKETING OFFICER Highest-paid employee | 38 | $287,078 | $7,750 |
| MICHAEL BOYUM | VP OF SALES Highest-paid employee | 38 | $248,618 | $36,893 |
| LATRICE HALL | LPN Highest-paid employee | 38 | $242,809 | $12,913 |
| LAURIE BROWN | EXECUTIVE DIRECTOR Highest-paid employee | 38 | $199,095 | $31,051 |
| JOHN RUPKEY | PHARMACY MANAGER Highest-paid employee | 38 | $207,631 | $5,500 |
| NICK FILING | BOARD MEMBER - CHAIRMAN Trustee or director, Officer | 2.7 | $1,000 | $0 |
| DON FITZGERALD | BOARD MEMBER - VICE PRESIDENT Trustee or director, Officer | 2.7 | $1,000 | $0 |
| BILLY CARTER | BOARD MEMBER - TREASURER Trustee or director, Officer | 2.7 | $1,000 | $0 |
| SCOTT WILLIAMS | BOARD MEMBER - SECRETARY Trustee or director, Officer | 2.7 | $1,000 | $0 |
| TIMOTHY BURRELL | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| TERRY GOODNER | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| DOUG WILEY | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| SUSAN KLEIN | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| THOMAS KERINS | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| STEVE GNUSE | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| BRENDA EDEN | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| DAVID SANDEFUR | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| MARCUS THOMAS | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| JEAN DUNAWAY | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| MICHAEL MORBECK | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
| JOHN ALLEN BURNETT | BOARD MEMBER Trustee or director | 2.7 | $1,000 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONALD BELL | CEO Officer | 2 | $516,689 | $28,816 |
| JENELLE BERTOLINO | CHIEF STRATEGY OFFICER - PART YEAR Former | 2 | $333,189 | $28,977 |
| CHUCK SCHMITZ | CFO Officer | 2 | $316,557 | $39,469 |
| JENNIFER KNECHT | CHIEF SALES & MARKETING OFFICER Highest-paid employee | 2 | $276,854 | $8,060 |
| MICHAEL BOYUM | VP OF SALES Highest-paid employee | 2 | $234,686 | $39,729 |
| BARBARA SHEPARD | CHIEF HUMAN RESOURCE OFFICER Highest-paid employee | 2 | $227,791 | $26,898 |
| CONNIE S PHOADS | CHIEF COMPLIANCE OFFICER - PART YEAR Highest-paid employee | 2 | $214,407 | $24,248 |
| KATHLEEN BERTRAM | COO Key employee | 2 | $212,303 | $25,683 |
| JOHN RUPKEY | PHARMACY MANAGER Highest-paid employee | 2 | $218,044 | $6,001 |
| RAYMOND DICKISON | COO - FORMER Former | 2 | $104,261 | $995 |
| SCOTT WILLIAMS | BOARD MEMBER - SECRETARY Trustee or director, Officer | 0.3 | $1,000 | $0 |
| BILLY CARTER | BOARD MEMBER - TREASURER Trustee or director, Officer | 0.3 | $1,000 | $0 |
| DON FITZGERALD | BOARD MEMBER - VICE CHAIRMAN Trustee or director, Officer | 0.3 | $1,000 | $0 |
| DOUG WILEY | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| TIMOTHY BURRELL | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| SUSAN KLEIN | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| TERRY GOODNER | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| THOMAS KERINS | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| STEVE GNUSE | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| BRENDA EDEN | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| DAVID SANDEFUR | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| MARCUS THOMAS | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| JEAN DUNAWAY | BOARD MEMBER Trustee or director | 0.3 | $1,000 | $0 |
| NICK FILING | BOARD MEMBER - CHAIRMAN Trustee or director, Officer | 0.3 | $750 | $0 |
| MICHAEL MORBECK | BOARD MEMBER Trustee or director | 0.3 | $500 | $0 |
| JOHN ALLEN BURNETT | BOARD MEMBER Trustee or director | 0.3 | $500 | $0 |
Address and contacts
- Address (IRS master file)
- 1033 DEMONBREUN ST STE 300, NASHVILLE, TN 37203-4512
- In care of
- % TIMOTHY PHILLIPPE
- Principal officer (990 for 2024)
- KENNA HUDSON, 1033 DEMONBREUM ST STE 300, NASHVILLE, TN 37203
- Signed the 990
- KENNA HUDSON, CHIEF RESTRUCTURING OFFICER
- Phone
- (314) 587-7903
- 990-N for 2007 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Timothy Phillippe, 200 N Postville Dr, Lincoln IL 62656. Mailing address: 200 N Postville Dr, Lincoln IL 62656.
- Return prepared by
- PLANTE & MORAN PLLC
Mission
CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. OUR SERVICES ARE DRIVEN BY OUR F.A.I.T.H.-LED VALUES WHICH INCLUDE: FUN - WE FOSTER PERSONALIZED EXPERIENCES FILLED WITH JOY FOR THOSE WE SERVE, APPRECIATION - WE CELEBRATE GOD'S DISTINCTIVE GIFTS OF TALENT, WISDOM AND BEAUTY IN EVERY INDIVIDUAL, INSPIRATION - WE LOVINGLY SHARE CHRIST'S TRUTH WITH OTHERS, TRANSPARENCY - WE WORK WITH OPENNESS AND ACCOUNTABILITY, HEART - WE SERVE WITH PASSION.
Program accomplishments
- MIDWEST CHRISTIAN VILLAGES, INC, OPERATES AS A MANAGEMENT COMPANY OF ITS AFFILIATES. THE ORGANIZATION MANAGES 12 SENIOR LIVING COMMUNITIES, A HOSPICE FACILITY, HOME CARE ORGANIZATION, OUTPATIENT THERAPY CLINIC, AND A PHARMACY. MANAGING INCLUDES PAYROLL, ACCOUNTS PAYABLE, BILLING, CLINICAL RESOURCES AND MANAGEMENT, OPERATIONS RESOURCES AND MANAGEMENT, AND HUMAN RESOURCES FOR EMPLOYEES AND RESIDENTS. SAFE HAVEN HOSPICE IS A MINISTRY OF PROVIDING END-OF-LIFE SERVICES TO THOSE IN NEED. WABASH OUTPATIENT THERAPY CLINIC PROVIDES OUTPATIENT THERAPY TO THE COMMUNITY AND SURROUNDING AREAS. ADDITIONAL SERVICES THAT ARE AVAILABLE AT THE CLINIC INCLUDE PRIMARY CARE PHYSICIANS, SPECIALISTS, LABS, AND X-RAYS. NEW HORIZONS PACE IS CHRISTIAN HORIZONS FIRST PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) CENTER SERVICING OLDER ADULTS. PACE IS AN INNOVATIVE HOME AND COMMUNITY-BASED CARE MODEL DESIGNED TO HELP OLDER ADULTS MAINTAIN INDEPENDENCE AND REMAIN LIVING IN THEIR HOME FOR AS LONG AS SAFELY POSSIBLE.Expenses $3,648,932 · revenue $9,516,909
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0275009
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81)
- Assets (IRS master file)
- $5,762,481
- Income (IRS master file)
- $21,414,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,892,759 | $15,720,999 | $5,762,481 | IRS |
| 990 | June 2024 | $20,884,474 | $28,692,089 | $21,569,035 | IRS |
| 990 | June 2023 | $17,928,613 | $34,037,360 | $16,070,267 | XML |
| 990 | June 2022 | $22,191,945 | $31,029,726 | $32,206,912 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2007 Officer: Timothy Phillippe Filed under this EIN, most likely by a chapter or affiliate | June 30, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0275009).
Questions about MIDWEST CHRISTIAN VILLAGES INC
- What is the EIN of MIDWEST CHRISTIAN VILLAGES INC?
- The employer identification number (EIN) of MIDWEST CHRISTIAN VILLAGES INC is 26-0275009.
- Is MIDWEST CHRISTIAN VILLAGES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to MIDWEST CHRISTIAN VILLAGES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDWEST CHRISTIAN VILLAGES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MIDWEST CHRISTIAN VILLAGES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIDWEST CHRISTIAN VILLAGES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MIDWEST CHRISTIAN VILLAGES INC?
- The 990 for the year ended June 30, 2025 names KENNA HUDSON.
- Who are the officers and directors of MIDWEST CHRISTIAN VILLAGES INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 26 received compensation from the organization, the highest $454,775 (KATHLEEN BERTRAM, CEO).
- How much revenue does MIDWEST CHRISTIAN VILLAGES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,892,759, expenses of $15,720,999 and total assets of $5,762,481 at year end.
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