Nonprofit · EIN 23-2454835
BRETHREN HOME FOUNDATION
Tax-exempt · NEW OXFORD, PA 17350
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,919,169 | $4,895,958 | -$1,976,789 | $95,858,263 | $1,213,749 | $94,644,514 |
| June 30, 2024 | 990 | $2,829,398 | $2,138,404 | $690,994 | $93,025,519 | $1,373,947 | $91,651,572 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,884,194
- Program service revenue
- $0
- Investment income
- $1,040,062
- Net gain from sales of assets
- $127,185
- Net income from fundraising events
- -$9,050
- Other revenue
- -$5,087
Expenses
- Grants and similar amounts paid
- $3,955,784
- Other salaries and wages
- $406,693
- Salaries, compensation and benefits (total)
- $483,270
- Professional fundraising fees
- $0
- Accounting fees
- $22,583
- Occupancy
- $2,318
- Travel
- $4,588
- Depreciation
- $1,667
- Program services (functional)
- $3,955,784
- Fundraising (functional)
- $940,174
Balance sheet and other
- Total assets, start of year
- $93,025,519
- Total assets, end of year
- $95,858,263
- Total liabilities, end of year
- $1,213,749
- Net assets, end of year
- $94,644,514
- Land, buildings and equipment
- $11,838
- Publicly traded securities
- $34,289,327
- Net assets without donor restrictions
- $78,707,695
- Net assets with donor restrictions
- $15,936,819
- Gross receipts
- $3,513,619
- Employees
- 6
- Volunteers
- 16
- Year formed
- 1987
- State of legal domicile
- PA
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 |
|---|---|---|---|---|---|
| JEFFREY M EVANS | PRESIDENT & CEO (UNTIL 1/2025) Trustee or director, Officer | 1 | $0 | $392,445 | $39,440 |
| SCOTT A SOWERS | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $237,927 | $43,560 |
| VANESSA BERGER | VP OF ADVANCEMENT (UNTIL 06/25) Highest-paid employee | 40 | $183,799 | $0 | $40,953 |
| BEVERLY L ASPER | PRESIDENT & CEO (FROM 12/2024) Trustee or director, Officer | 1 | $0 | $21,699 | $0 |
| KARL A LEHMAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JIM WISSLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HOLLY K MILLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES W BALTHASER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIANNE HOLLINGER | ASST. SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNIFER W BOWES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACOB E HERSHEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRETT A HOFFACKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS LAUER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONNA J LEREW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| C EDWIN MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON MYERS | DIRECTOR Trustee or director | 1 | $0 |
| MARY P SAUNDERS | DIRECTOR Trustee or director | 1 | $0 |
| PAUL E SCHILDT | DIRECTOR Trustee or director | 1 | $0 |
| JANICE SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 |
| TRACI RABENSTEIN | CHAIR (UNTIL 9/24) Trustee or director, Officer | 1 | $0 |
| JOHN D MILLER JR | SECRETARY (UNTIL 9/2024) Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY M EVANS | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $310,967 | $35,942 |
| SCOTT A SOWERS | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $206,790 | $39,553 |
| VANESSA BERGER | VP OF ADVANCEMENT Highest-paid employee | 40 | $156,136 | $0 | $36,684 |
| HOLLY K MILLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES E WISSLER | ASSISTANT SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES W BALTHASER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN D MILLER JR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KARL A LEHMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TRACI RABENSTEIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRETT A HOFFACKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| C EDWIN MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIANNE S HOLLINGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONNA J LEREW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACOB E HERSHEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES R REPLOGLE | DIRECTOR (UNTIL 9/21/23) Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER W BOWES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY P SAUNDERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL E SCHILDT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS R LAUER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2990 CARLISLE PIKE, NEW OXFORD, PA 17350-9582
- Principal officer (990 for 2024)
- BEVERLY I ASPER, 2990 CARLISLE PIKE, NEW OXFORD, PA 17350
- Signed the 990
- SCOTT A SOWERS, CHIEF FINANCIAL OFFICER
- Phone
- (717) 624-2161
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE BRETHREN HOME FOUNDATION RAISES FINANCIAL SUPPORT TO BENEFIT THE BRETHREN HOME COMMUNITY IN RECOGNITION OF THE COMMUNITY'S CORE VALUES AND THE JOY OF GIVING.
Program accomplishments
- DEVELOPMENT OF FUNDING AND SUPPORT FOR AFFILIATED ORGANIZATIONS. DURING THE FISCAL YEAR, THE ORGANIZATION RAISED APPROXIMATELY $321,391 TO BENEFIT RESIDENTS WHO NEEDED FINANCIAL ASSISTANCE. ADDITIONALLY, FUNDS WERE USED FOR FACILITIES MAINTENANCE AND TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR SENIORS. GIFTS WERE RECEIVED FROM 146 NEW DONORS.Expenses $3,955,784 · grants $3,955,784
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
- 23-2454835
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L120)
- Assets (IRS master file)
- $95,858,263
- Income (IRS master file)
- $3,513,619
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $4,411,506 | $1,731,542 | $90,025,559 | IRS |
| 990 | June 2022 | $4,173,366 | $2,294,640 | $84,952,254 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BRETHREN HOME FOUNDATION
- What is the EIN of BRETHREN HOME FOUNDATION?
- The employer identification number (EIN) of BRETHREN HOME FOUNDATION is 23-2454835.
- Is BRETHREN HOME FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to BRETHREN HOME FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BRETHREN HOME FOUNDATION 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 BRETHREN HOME FOUNDATION 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 BRETHREN HOME FOUNDATION 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 BRETHREN HOME FOUNDATION?
- The 990 for the year ended June 30, 2025 names BEVERLY I ASPER.
- Who are the officers and directors of BRETHREN HOME FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 21 people; 1 received compensation from the organization.
- How much revenue does BRETHREN HOME FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,919,169, expenses of $4,895,958 and total assets of $95,858,263 at year end.
Other nonprofits in NEW OXFORD
- CHILDRENS AID SOCIETY EIN 82-5100507 · last filed 990 for 2022
- LINCOLN BENEFIT TRUST EIN 23-2110865 · last filed 990 for 2025
- BRETHREN HOME COMMUNITY EIN 23-1409664 · last filed 990 for 2025
- ADAMS REGIONAL EMERGENCY MEDICAL SERVICES INC EIN 47-3549116 · last filed 990 for 2025
- CHILDREN AID SOCIETY EIN 23-1429838 · last filed 990 for 2025
- LITTLE LONGEARS MINI DONKEY RESCUE EIN 46-4921857 · last filed 990 for 2024
- HART CENTER EIN 23-1707483 · last filed 990 for 2025
- NEW OXFORD SOCIAL & ATHLETIC CLUB GOLDEN LANE EIN 23-0914430 · last filed 990 for 2026
All nonprofits in NEW OXFORD · Pennsylvania · Housing and shelter