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Nonprofit · EIN 35-1986824

MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA

Also known as Mount Zion Foundation Inc

Tax-exempt (reinstated) · BLOOMINGTON, IN 47401

Financials

$0$02022$55K$2K2023$3K$3K2024
Revenue Expenses · by fiscal year end
Financials of MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,737$3,106-$369$52,532$0$52,532
December 31, 2023990-PF$55,364$2,463$52,901$52,901$0$52,901
December 31, 2022990-PF$0$0$0$0$0$0
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,737

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$2,946
Excise tax on investment income
$36

Balance sheet and other

Total assets, start of year
$52,901
Total assets, end of year
$52,532
Total liabilities, end of year
$0
Net assets, end of year
$52,532
Qualifying distributions
$2,946
Net investment income
$2,737

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JIM BORNTRAGER
22174 NORTHWOOD HILLS BLVD, SOUTH BEND, IN 46628
PRESIDENT1$0
RICHARD CRAW
N COUNTY ROAD 110 WEST, MUNCIE, IN 47303
VICEPRESIDEN1$0
ANN WHITLATCH
1000 S HIGH STREET, BLOOMINGTON, IN 47401
SECRETARY/TR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JIM BORNTRAGER
22174 NORTHWOOD HILLS BLVD, SOUTH BEND, IN 46628
PRESIDENT1$0
RICHARD CRAW
N COUNTY ROAD 110 WEST, MUNCIE, IN 47303
VICEPRESIDEN1$0
ANN WHITLATCH
1000 S HIGH STREET, BLOOMINGTON, IN 47401
SECRETARY/TR1$0
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
JIM BORNTRAGER
22174 NORTHWOOD HILLS BLVD, SOUTH BEND, IN 46628
PRESIDENT0.5$0
RICHARD CRAW
N COUNTY ROAD 110 WEST, MUNCIE, IN 47303
VICEPRESIDEN1$0
ANN WHITLATCH
1000 S HIGH STREET, BLOOMINGTON, IN 47401
SECRETARY/TR0.5$0

Address and contacts

Address (IRS master file)
1000 S HIGH ST, BLOOMINGTON, IN 47401-6106
In care of
% C/O JOANNE BAUR
Mailing address (990-N for 2010)
3810 W Riverside Ave, Muncie IN 47304
Principal officer (990-N for 2010)
Joanne Baur, 3810 W Riverside Avenue, Muncie IN 47304
Signed the 990-PF
ANN WHITLATCH, SECRETARY/TREASURER
Phone
(812) 345-3491
Return prepared by
OLSON & COMPANY PC CPAS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-1986824
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$52,532
Income (IRS master file)
$2,737

Revocation and reinstatement

Exemption revoked
May 15, 2017
Posted by the IRS
July 18, 2017
Reinstated
Effective April 15, 2022

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,737$3,106$52,532IRS
990-PFDecember 2023$55,364$2,463$52,901XML
990-PFDecember 2022$0$0$0XML
990-N for 2010
Officer: Joanne Baur
December 31, 2010≤ $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 35-1986824).

Questions about MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA

What is the EIN of MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA?
The employer identification number (EIN) of MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA is 35-1986824.
Is MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2017 and reinstated it effective April 15, 2022.
Are donations to MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA file?
Form 990-PF. Private foundations file every year.
When is the next return of MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA 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 MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who is the principal officer of MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA?
The 990-N for 2010 names Joanne Baur.
Who are the officers and directors of MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MT ZION FOUNDATION INC OF UNION TOWNSHIP DELAWARE COUNTY INDIANA have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,737, expenses of $3,106 and total assets of $52,532 at year end.

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