Nonprofit · EIN 38-2469340
ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST
Tax-exempt · BAY CITY, MI 48706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $44,794 | $75,337 | -$30,543 | $964,430 | $0 | $964,430 |
| December 31, 2024 | 990 | $44,131 | $84,427 | -$40,296 | $979,610 | $0 | $979,610 |
| December 31, 2023 | 990 | $36,744 | $60,963 | -$24,219 | $1,004,998 | $0 | $1,004,998 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $44,794
- Net gain from sales of assets
- $11,686
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $70,502
- Management and general (functional)
- $4,835
Balance sheet and other
- Total assets, start of year
- $979,610
- Total assets, end of year
- $964,430
- Total liabilities, end of year
- $0
- Net assets, end of year
- $964,430
- Publicly traded securities
- $944,256
- Net assets without donor restrictions
- $964,430
- Gross receipts
- $44,794
- Employees
- 0
- Year formed
- 1982
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA DUNN | TRUSTEE Trustee or director | – | $0 |
| THOMAS RIDER | CHAIRMAN Trustee or director, Officer | – | $0 |
| AL STORY | TRUSTEE Trustee or director | – | $0 |
| DAN BAUER | TREASURER Officer | – | $0 |
| CAROL WRIGHT | CHAIRPERSON Officer | – | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN BAUER | TRUSTEE Trustee or director | – | $0 |
| BARBARA DUNN | TRUSTEE Trustee or director | – | $0 |
| JAN KNOP | CHAIRMAN Trustee or director, Officer | – | $0 |
| AL STORY | TRUSTEE Trustee or director | – | $0 |
| CAROL WRIGHT | TREASURER Officer | – | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN BAUER | TRUSTEE Trustee or director | – | $0 |
| BARBARA DUNN | TRUSTEE Trustee or director | – | $0 |
| JAN KNOP | CHAIRMAN Trustee or director, Officer | – | $0 |
| AL STORY | TRUSTEE Trustee or director | – | $0 |
| CAROL WRIGHT | TREASURER Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 510 W IVY ST, BAY CITY, MI 48706-5234
- Principal officer (990 for 2025)
- DAN BAUER, 510 W IVY STREET, BAY CITY, MI 48706
- Signed the 990
- DAN BAUER, TREASURER
- Phone
- (989) 893-4261
- Return prepared by
- HOURANI & ASSOCIATES INC
Mission
SUPPORT FOR RELIGIOUS AND EDUCATION PROGRAMS IN THE BAY COUNTY AREA.
Program accomplishments
- MUSIC MINISTRY SUPPORT
- EDUCATIONAL SCHOLARSHIP SUPPORT
- SCHOOL SUPORT ACTIVITIES INCLUDING PROVIDING HARDWARE, COMPUTERS, LIBRARY NEEDS AND EQUIPMENT. ADDITIONALL IMPROVING SAFETY AND SECURITY IN ENTRANCE WAYS BY IMPROVING FACILITIES AND EQUIPMENT.
- INVESTMENT SERVICE FEESExpenses $70,502
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990 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
- 38-2469340
- 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
- 1983
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $964,430
- Income (IRS master file)
- $44,794
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $44,794 | $75,337 | $964,430 | XML |
| 990 | December 2024 | $44,131 | $84,427 | $979,610 | XML |
| 990 | December 2023 | $36,744 | $60,963 | $1,004,998 | XML |
| 990 | December 2022 | $41,668 | $48,293 | $1,015,812 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 38-2469340).
Questions about ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST
- What is the EIN of ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST?
- The employer identification number (EIN) of ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST is 38-2469340.
- Is ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 names DAN BAUER.
- Who are the officers and directors of ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ZION LUTHERAN CHURCH RELIGIOUS AND CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $44,794, expenses of $75,337 and total assets of $964,430 at year end.
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