Nonprofit · EIN 13-3621266
WARTBURG HOME FOUNDATION INC
Tax-exempt · MOUNT VERNON, NY 10552
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,957,561 | $1,221,286 | $2,736,275 | $11,800,687 | $1,808,064 | $9,992,623 |
| December 31, 2023 | 990 | $1,037,521 | $3,909,998 | -$2,872,477 | $21,419,413 | $11,070,512 | $10,348,901 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $120,055
- Program service revenue
- $0
- Investment income
- $3,837,506
- Net gain from sales of assets
- $3,462,814
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $347,697
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $19,266
- Program services (functional)
- $347,697
- Management and general (functional)
- $873,589
Balance sheet and other
- Total assets, start of year
- $21,419,413
- Total assets, end of year
- $11,800,687
- Total liabilities, end of year
- $1,808,064
- Net assets, end of year
- $9,992,623
- Net assets without donor restrictions
- $8,813,727
- Net assets with donor restrictions
- $1,178,896
- Gross receipts
- $23,290,210
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- NY
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVID GENTNER | PRESIDENT AND CEO Officer | 2 | $0 | $522,110 |
| JOSEPH SESSA | CFO Officer | 2 | $0 | $286,224 |
| JANE BELLO BURKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR NICHOLAS CICCHETTI | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| ULRICH J ROSA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN D DEL BENE | VICE CHAIR & TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| REV DR DARREN M MORTON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JEANETTE CARLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWIN H STERN III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE CARLETTI-ROMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID GENTNER | PRESIDENT AND CEO Officer | 2 | $440,843 |
| JOSEPH SESSA | CFO Officer | 2 | $256,337 |
| JANE BELLO BURKE | DIRECTOR Trustee or director | 1 | $0 |
| DR NICHOLAS CICCHETTI | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ULRICH J ROSA | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN D DEL BENE | DIRECTOR Trustee or director | 1 | $0 |
| REV DR DARREN M MORTON | DIRECTOR Trustee or director | 1 | $0 |
| JEANETTE CARLSON | DIRECTOR Trustee or director | 1 | $0 |
| EDWIN H STERN III | DIRECTOR Trustee or director | 1 | $0 |
| DIANE CARLETTI-ROMER | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA DONATO | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- WARTBURG PLACE, MOUNT VERNON, NY 10552-0000
- Principal officer (990 for 2024)
- DAVID GENTNER, WARTBURG PLACE, MOUNT VERNON, NY 10552
- Signed the 990
- DAVID GENTNER, PRESIDENT
- Phone
- (914) 513-5308
- Return prepared by
- NUGENT & HAEUSSLER PC
Mission
THE FOUNDATION'S MISSION IS TO STEWARD THE WARTBURG ENDOWMENT FUNDS; GENERATE INCOME THROUGH TESTAMENTARY GIFTS, ANNUAL FUND SOLICITATIONS, AND GRANT REQUESTS; AND AWARD FUNDS TO WARTBURG ADULT CARE COMMUNITY PROGRAMS, OTHER LUTHERAN MINISTRIES, OR TO ANY OTHER DESERVING CHARITY THAT STRIVES TO HELP OLDER ADULTS LIVE WITH DIGNITY.
Program accomplishments
- GRANTS AND ACTIVITIES TO SUPPORT TAX EXEMPT ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC AND/OR LITERARY PURPOSES.Expenses $347,697 · grants $347,697
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3621266
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $11,800,687
- Income (IRS master file)
- $23,290,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,957,561 | $1,221,286 | $11,800,687 | XML |
| 990 | December 2023 | $1,037,521 | $3,909,998 | $21,419,413 | XML |
| 990 | December 2022 | $970,481 | $2,180,035 | $20,663,040 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 13-3621266).
Questions about WARTBURG HOME FOUNDATION INC
- What is the EIN of WARTBURG HOME FOUNDATION INC?
- The employer identification number (EIN) of WARTBURG HOME FOUNDATION INC is 13-3621266.
- Is WARTBURG HOME FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to WARTBURG HOME FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WARTBURG HOME FOUNDATION 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 WARTBURG HOME FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WARTBURG HOME FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WARTBURG HOME FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names DAVID GENTNER.
- Who are the officers and directors of WARTBURG HOME FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does WARTBURG HOME FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,957,561, expenses of $1,221,286 and total assets of $11,800,687 at year end.
Other nonprofits in MOUNT VERNON
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- GRACE COMMUNITY DEVELOPMENT CORPORATION EIN 42-1652758 · last filed 990-N for 2025
- WARTBURG MANAGEMENT SERVICES INC EIN 81-1903312 · last filed 990-EZ for 2024
- REALTIST ALLIANCE OF WESTCHESTER COUNTY INC EIN 99-2085194 · last filed 990-N for 2025
- HABITAT FOR HUMANITY DEAN STREET HOUSING DEVELOPMENT FUND CORPORATI EIN 46-4044465 · last filed 990-EZ for 2025
- LILAC HOUSE INC EIN 93-3192550 · last filed 990-N for 2025
- TO HEAL THE COMMUNITY EIN 99-2351474 · last filed 990-N for 2025
All nonprofits in MOUNT VERNON · New York · Housing and shelter