Nonprofit · EIN 23-7222558
ASCENSION BORGESS FOUNDATION
Tax-exempt · SOUTH BEND, IN 46601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,336,211 | $6,078,948 | -$1,742,737 | $27,973,816 | $69,963 | $27,903,853 |
| June 30, 2024 | 990 | $3,450,728 | $3,178,890 | $271,838 | $29,919,138 | $147,560 | $29,771,578 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,455,200
- Program service revenue
- $0
- Investment income
- $2,887,597
- Net gain from sales of assets
- $2,050,871
- Net income from fundraising events
- -$8,704
- Net income from gaming
- $2,118
- Other revenue
- -$6,586
Expenses
- Grants and similar amounts paid
- $5,130,970
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $1,628
- Program services (functional)
- $5,208,741
- Management and general (functional)
- $152,395
- Fundraising (functional)
- $717,812
Balance sheet and other
- Total assets, start of year
- $29,919,138
- Total assets, end of year
- $27,973,816
- Total liabilities, end of year
- $69,963
- Net assets, end of year
- $27,903,853
- Publicly traded securities
- $21,272,771
- Net assets without donor restrictions
- $18,076,479
- Net assets with donor restrictions
- $9,827,374
- Gross receipts
- $12,484,001
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1972
- State of legal domicile
- MI
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 |
|---|---|---|---|---|---|
| MICHAEL MCCULLOUGH | CFO, MINISTRY MARKET Officer | 0 | $0 | $1,099,580 | $46,446 |
| FRANK S SALTIEL MD | DIRECTOR Trustee or director | 0 | $0 | $862,574 | $54,574 |
| DEAN DOUGLAS KINDLER MD | PRESIDENT, ASCENSION BORGESS Trustee or director, Officer | 0 | $0 | $806,471 | $60,385 |
| JASON THOMAS RYAN MD | DIRECTOR Trustee or director | 0 | $0 | $733,696 | $41,606 |
| PATRICK RICHARD KELLY SR | ASCENSION MICHIGAN FOUNDATION, MARKET LEADER Trustee or director, Officer | 0 | $0 | $317,902 | $36,065 |
| THOMAS J ROHS JR MD | FORMER OFFICER (END 5/2023) Former | 0 | $0 | $273,113 | $2,255 |
| KIMBERLY ANN LOFTUS | CHIEF DEVELOPMENT OFFICER Trustee or director, Officer | 0 | $0 | $129,332 | $15,146 |
| GREGORY DOBSON | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| J JOSEPH BROGGER II | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATTHEW P KAVANAUGH | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHERRY GESMUNDO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIAN MULLALLY | DIRECTOR (START 8/2024) Trustee or director | 1 | $0 | $0 | $0 |
| CASEY R ALGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACQUELINE WETHERHOLT CSJ | DIRECTOR (START 8/2024) Trustee or director | 1 | $0 | $0 | $0 |
| JEANNE M BLONDIA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE BETZLER | DIRECTOR (START 8/2024) Trustee or director | 1 | $0 |
| NATALIE VALENTINE | DIRECTOR (END 4/2025) Trustee or director | 1 | $0 |
| SABRINA L PRITCHETT-EVANS | DIRECTOR Trustee or director | 1 | $0 |
| SARAH HARDING | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL MCCULLOUGH | CFO, MINISTRY MARKET Officer | 0 | $0 | $914,952 | $41,393 |
| FRANK S SALTIEL MD | DIRECTOR Trustee or director | 0 | $0 | $872,118 | $58,931 |
| JASON THOMAS RYAN MD | DIRECTOR Trustee or director | 0 | $0 | $775,392 | $35,278 |
| THOMAS J ROHS JR MD | FORMER OFFICER (END 5/2023) Former | 0 | $0 | $732,731 | $30,339 |
| DEAN DOUGLAS KINDLER MD | PRESIDENT, ASCENSION BORGESS Trustee or director, Officer | 0 | $0 | $617,056 | $61,346 |
| MARINA A HOUGHTON | FORMER OFFICER (END 6/2022) Former | 0 | $0 | $407,177 | $34,355 |
| PATRICK RICHARD KELLY SR | ASCENSION MICHIGAN FOUNDATION, MARKET LEADER Trustee or director, Officer | 0 | $0 | $328,415 | $38,667 |
| PETER UWE BERGMANN | FORMER OFFICER (END 9/2022) Former | 0 | $0 | $200,442 | $0 |
| CRAIG T CHINDEMI | FORMER OFFICER (END 5/2023) Former | 0 | $0 | $123,967 | $12,740 |
| BYRON R FOSTER | SECRETARY (END 12/2023) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREGORY DOBSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATTHEW P KAVANAUGH | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM ENGLISH | VICE CHAIR (END 12/2023) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CASEY R ALGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| J JOSEPH BROGGER II | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEANNE M BLONDIA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEITH PETERSON | DIRECTOR (END 12/2023) Trustee or director | 1 | $0 | $0 | $0 |
| NATALIE VALENTINE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RACHEL L POLINSKI DO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SABRINA L PRITCHETT-EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SARAH HARDING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHERRY GESMUNDO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SISTER MARY PUNG CSJ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN S GRINNELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIMBERLY ANN LOFTUS | CHIEF DEVELOPMENT OFFICER (START 3/2024) Officer | 0 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 615 N MICHIGAN ST, SOUTH BEND, IN 46601-1033
- Principal officer (990 for 2024)
- KREG GRUBER, 615 N MICHIGAN STREET, SOUTH BEND, IN 46601
- Signed the 990
- JENNIFER RICHTER, ASSOCIATE VICE PRESIDENT, TAX
- Phone
- (574) 647-3460
- Website
- www.beaconhealthsystem.org
- Return prepared by
- ERNST & YOUNG US LLP
Mission
ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.
Program accomplishments
- THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. SINCE 1972, THE ASCENSION BORGESS FOUNDATION HAS CONTINUED THE RICH TRADITION OF PHILANTHROPY IN SUPPORT OF HEALTH CARE AND RELATED SERVICES AT ASCENSION BORGESS. OUR PRIMARY FOCUS IS ON ASSISTING ESSENTIAL LOCAL PROJECTS THAT WILL HELP MAKE COMPREHENSIVE HEALTH CARE SERVICES ACCESSIBLE TO EVERYONE. UNRESTRICTED GIFTS TO THE ASCENSION BORGESS FOUNDATION ARE DIRECTED BY OUR TRUSTEES TO THE AREAS DETERMINED TO BE OF GREATEST NEED. THERE ARE ALSO A NUMBER OF RESTRICTED FUNDS THAT SUPPORT THE DESIGNATED INTEREST OF OUR DONORS.Expenses $5,208,741 · grants $5,130,970
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 | No data |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 23-7222558
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $27,973,816
- Income (IRS master file)
- $12,484,001
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,336,211 | $6,078,948 | $27,973,816 | IRS |
| 990 | June 2024 | $3,450,728 | $3,178,890 | $29,919,138 | IRS |
| 990 | June 2023 | $2,875,102 | $3,581,207 | $28,444,564 | IRS |
| 990 | June 2022 | $5,267,491 | $5,634,822 | $31,875,977 | 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 ASCENSION BORGESS FOUNDATION
- What is the EIN of ASCENSION BORGESS FOUNDATION?
- The employer identification number (EIN) of ASCENSION BORGESS FOUNDATION is 23-7222558.
- Is ASCENSION BORGESS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to ASCENSION BORGESS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ASCENSION BORGESS 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 ASCENSION BORGESS FOUNDATION 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 ASCENSION BORGESS 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 ASCENSION BORGESS FOUNDATION?
- The 990 for the year ended June 30, 2025 names KREG GRUBER.
- Who are the officers and directors of ASCENSION BORGESS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does ASCENSION BORGESS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,336,211, expenses of $6,078,948 and total assets of $27,973,816 at year end.
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