Nonprofit · EIN 20-1053401
MIDWEST SENIOR MINISTRIES INC
Tax-exempt · NASHVILLE, TN 37203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,170,812 | $6,368,531 | -$1,197,719 | $15,583,743 | $0 | $15,583,743 |
| June 30, 2024 | 990 | $5,875,842 | $8,654,828 | -$2,778,986 | $16,919,838 | $138,376 | $16,781,462 |
| June 30, 2023 | 990 | $9,637,506 | $9,855,801 | -$218,295 | $21,763,056 | $2,202,608 | $19,560,448 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,553,846
- Investment income
- -$443,808
- Net gain from sales of assets
- -$443,808
- Other revenue
- $60,774
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,312,669
- Salaries, compensation and benefits (total)
- $1,591,964
- Professional fundraising fees
- $0
- Legal fees
- $6,373
- Occupancy
- $103,840
- Travel
- $79,345
- Depreciation
- $47,799
- Program services (functional)
- $5,208,921
- Management and general (functional)
- $1,159,610
Balance sheet and other
- Total assets, start of year
- $16,919,838
- Total assets, end of year
- $15,583,743
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,583,743
- Net assets without donor restrictions
- $15,583,743
- Gross unrelated business income
- $1,732,993
- Gross receipts
- $5,659,620
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHLEEN BERTRAM | CEO Officer | 2 | $0 | $454,775 | $49,510 |
| BARBARA SHEPARD | CHIEF HUMAN RESOURCE OFFICER Officer | 2 | $0 | $257,864 | $21,761 |
| KENNA HUDSON | CONTROLLER Officer | 2 | $0 | $197,531 | $28,095 |
| CHUCK SCHMITZ | CFO Officer | 2 | $0 | $202,309 | $19,183 |
| DONALD J BELL | FORMER CEO Former | 2 | $0 | $115,208 | $0 |
| NICK FILING | BOARD MEMBER - CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $250 | $0 |
| TIMOTHY BURRELL | BOARD MEMBER - VICE PRESIDENT Trustee or director, Officer | 0.3 | $0 | $250 | $0 |
| BILLY CARTER | BOARD MEMBER - TREASURER Trustee or director, Officer | 0.3 | $0 | $250 | $0 |
| SCOTT WILLIAMS | BOARD MEMBER - SECRETARY Trustee or director, Officer | 0.3 | $0 | $250 | $0 |
| JOHN ALLEN BURNETT | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 | $0 |
| JEAN DUNAWAY | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 | $0 |
| BRENDA EDEN | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 | $0 |
| DON FITZGERALD | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 | $0 |
| STEVE GNUSE | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 | $0 |
| TERRY GOODNER | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THOMAS KERINS | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 |
| SUSAN KLEIN | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 |
| MICHAEL MORBECK | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 |
| DAVID SANDEFUR | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 |
| MARCUS THOMAS | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 |
| DOUG WILEY | BOARD MEMBER Trustee or director | 0.3 | $0 | $250 |
| SHAWN O'CONNER | CHIEF RESTRUCTURING OFFICER Officer | 0.8 | $0 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD J BELL | FORMER CEO Former | 2 | $0 | $518,413 | $2,797 |
| KATHLEEN BERTRAM | CEO Officer | 2 | $0 | $388,112 | $51,728 |
| CHUCK SCHMITZ | CFO Officer | 2 | $0 | $390,150 | $38,604 |
| BARBARA SHEPARD | CHIEF HUMAN RESOURCE OFFICER Key employee | 2 | $0 | $304,472 | $27,756 |
| NICK FILING | BOARD MEMBER - CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $1,000 | $0 |
| DON FITZGERALD | BOARD MEMBER - VICE PRESIDENT Trustee or director, Officer | 0.3 | $0 | $1,000 | $0 |
| BILLY CARTER | BOARD MEMBER - TREASURER Trustee or director, Officer | 0.3 | $0 | $1,000 | $0 |
| SCOTT WILLIAMS | BOARD MEMBER - SECRETARY Trustee or director, Officer | 0.3 | $0 | $1,000 | $0 |
| TIMOTHY BURRELL | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| TERRY GOODNER | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| DOUG WILEY | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| SUSAN KLEIN | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| THOMAS KERINS | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| STEVE GNUSE | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| BRENDA EDEN | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| DAVID SANDEFUR | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| MARCUS THOMAS | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| JEAN DUNAWAY | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| MICHAEL MORBECK | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| JOHN ALLEN BURNETT | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD BELL | CEO Officer | 2 | $0 | $516,689 | $28,816 |
| JENELLE BERTOLINO | CHIEF STRATEGY OFFICER - PART YEAR Key employee | 2 | $0 | $333,189 | $28,977 |
| CHUCK SCHMITZ | CFO Officer | 2 | $0 | $316,557 | $39,469 |
| KATHLEEN BERTRAM | COO Key employee | 0.3 | $0 | $212,303 | $25,683 |
| RAYMOND DICKISON | COO - FORMER Former | 2 | $0 | $104,261 | $995 |
| SCOTT WILLIAMS | BOARD MEMBER - SECRETARY Trustee or director, Officer | 0.3 | $0 | $1,000 | $0 |
| BILLY CARTER | BOARD MEMBER - TREASURER Trustee or director, Officer | 0.3 | $0 | $1,000 | $0 |
| DON FITZGERALD | BOARD MEMBER - VICE CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $1,000 | $0 |
| DOUG WILEY | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| TIMOTHY BURRELL | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| SUSAN KLEIN | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| TERRY GOODNER | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| THOMAS KERINS | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| STEVE GNUSE | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| BRENDA EDEN | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| DAVID SANDEFUR | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| MARCUS THOMAS | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| JEAN DUNAWAY | BOARD MEMBER Trustee or director | 0.3 | $0 | $1,000 | $0 |
| NICK FILING | BOARD MEMBER - CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $750 | $0 |
| MICHAEL MORBECK | BOARD MEMBER Trustee or director | 0.3 | $0 | $500 | $0 |
| JOHN ALLEN BURNETT | BOARD MEMBER Trustee or director | 0.3 | $0 | $500 | $0 |
Address and contacts
- Address (IRS master file)
- 1033 DEMONBREUN ST STE 300, NASHVILLE, TN 37203-4512
- Principal officer (990 for 2024)
- KENNA HUDSON, 1033 DEMONBREUM ST 300, NASHVILLE, TN 37203
- Signed the 990
- KENNA HUDSON, CHIEF RESTRUCTURING OFFICER
- Phone
- (314) 587-7903
- 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 SENIOR MINISTRIES PROVIDES PHARMACY SERVICES, INCLUDING PHARMACEUTICALS, CONSULTING AND SUPPLIES, TO RESIDENTS OF RELATED NON-PROFIT SENIOR LIVING COMMUNITIES AND AFFILIATES PROVIDING CARE IN A CHRISTIAN ENVIRONMENT. NEW HORIZONS PACE MO HOLDS AND LEASES BUILDINGS AND EQUIPMENT TO RELATED TAX EXEMPT ENTITIES UNDER THE CHRISTIAN HORIZONS CONTROLLED GROUP. NEW HORIZONS PACE MO WAS SOLD DURING FYE 2024.Expenses $5,208,921 · revenue $3,820,853
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
- 20-1053401
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P117)
- Assets (IRS master file)
- $15,583,743
- Income (IRS master file)
- $5,659,620
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,170,812 | $6,368,531 | $15,583,743 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $5,875,842 | $8,654,828 | $16,919,838 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $9,637,506 | $9,855,801 | $21,763,056 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $8,932,674 | $9,481,885 | $11,758,825 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 20-1053401).
Questions about MIDWEST SENIOR MINISTRIES INC
- What is the EIN of MIDWEST SENIOR MINISTRIES INC?
- The employer identification number (EIN) of MIDWEST SENIOR MINISTRIES INC is 20-1053401.
- Is MIDWEST SENIOR MINISTRIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to MIDWEST SENIOR MINISTRIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDWEST SENIOR MINISTRIES 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 SENIOR MINISTRIES 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 SENIOR MINISTRIES 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 SENIOR MINISTRIES INC?
- The 990 for the year ended June 30, 2025 names KENNA HUDSON.
- Who are the officers and directors of MIDWEST SENIOR MINISTRIES INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does MIDWEST SENIOR MINISTRIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,170,812, expenses of $6,368,531 and total assets of $15,583,743 at year end.
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