Nonprofit · EIN 38-2860459
ASCENSION BORGESS LEE FOUNDATION
Tax-exempt · SOUTH BEND, IN 46601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $131,182 | $72,520 | $58,662 | $829,422 | $602 | $828,820 |
| June 30, 2024 | 990 | $143,437 | $355,125 | -$211,688 | $727,922 | $28,370 | $699,552 |
| June 30, 2023 | 990 | $137,780 | $26,791 | $110,989 | $876,708 | $32,355 | $844,353 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $128,515
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$15,760
- Net income from gaming
- $18,427
- Other revenue
- $2,667
Expenses
- Grants and similar amounts paid
- $71,839
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $187
- Program services (functional)
- $71,854
- Management and general (functional)
- $651
- Fundraising (functional)
- $15
Balance sheet and other
- Total assets, start of year
- $727,922
- Total assets, end of year
- $829,422
- Total liabilities, end of year
- $602
- Net assets, end of year
- $828,820
- Publicly traded securities
- $555,889
- Net assets without donor restrictions
- $303,629
- Net assets with donor restrictions
- $525,191
- Gross receipts
- $163,066
- Employees
- 0
- Volunteers
- 29
- Year formed
- 1987
- 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 |
| PAUL MYER HOFFMAN | DIRECTOR Trustee or director | 0 | $0 | $229,695 | $36,205 |
| KIMBERLY ANN LOFTUS | CHIEF DEVELOPMENT OFFICER Officer | 0 | $0 | $129,332 | $15,146 |
| CARRIE FREEMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNA PODJAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN SECULOFF | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANGELA DREW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EMILY SCHROCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANIE REIFENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEREMY TRUITT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHERINE MARSHALL MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KELLI CASEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SARAH NORTHRUP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE MCCORMICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM CARLSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL MCCULLOUGH | CFO, MINISTRY MARKET Officer | 0 | $0 | $914,952 | $41,393 |
| MARINA A HOUGHTON | FORMER OFFICER (END 6/2022) Former | 0 | $0 | $407,177 | $34,355 |
| NATALIE COUTURIANUX RYDER | DIRECTOR (END 3/2024) Trustee or director | 0 | $0 | $226,913 | $13,435 |
| PAUL MYER HOFFMAN | DIRECTOR (START 3/2024) Trustee or director | 0 | $0 | $177,016 | $38,202 |
| PETER UWE BERGMANN | FORMER OFFICER (END 6/2022) Former | 0 | $0 | $200,442 | $0 |
| CARRIE FREEMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNA PODJAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN SECULOFF | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMANDA HASSLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRENT BREWER | DIRECTOR (END 9/2023) Trustee or director | 1 | $0 | $0 | $0 |
| JANIE REIFENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHERINE MARSHALL MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RHONDA NEWMAN | DIRECTOR (END 9/2023) Trustee or director | 1 | $0 | $0 | $0 |
| SARAH NORTHRUP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE MCCORMICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM CARLSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIMBERLY ANN LOFTUS | CHIEF DEVELOPMENT OFFICER (START 3/2024) Officer | 0 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PETER UWE BERGMANN | FORMER OFFICER (END 6/2022) Former | 0 | $0 | $687,190 | $31,498 |
| MARINA A HOUGHTON | FORMER OFFICER (END 6/2022) Former | 0 | $0 | $455,790 | $35,292 |
| CRAIG T CHINDEMI | DIRECTOR/VP, FOUNDATION DEVELOPMENT (END 5/2023) Trustee or director | 0 | $0 | $186,064 | $28,481 |
| NATALIE COUTURIANUX RYDER | DIRECTOR Trustee or director | 0 | $0 | $190,627 | $11,389 |
| CARRIE FREEMAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNA PODJAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEREMY TRUITT | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMANDA HASSLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRENT BREWER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANIE REIFENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN SECULOFF | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHERINE MARSHALL MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RHONDA NEWMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SARAH NORTHRUP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE MCCORMICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM CARLSON | DIRECTOR Trustee or director | 1 | $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. CREATED IN 1986, THE ASCENSION BORGESS-LEE FOUNDATION IS THE OFFICIAL FUNDRAISING ARM OF ASCENSION BORGESS-LEE HOSPITAL IN DOWAGIAC. TODAY, WHEN INDIVIDUALS AND COMMUNITY ORGANIZATIONS PROVIDE FINANCIAL SUPPORT, THEY CONTINUE THE TRADITION OF CHARITABLE GIVING THAT HAS ALWAYS BEEN AN INTEGRAL PART OF HOW WE SUPPORT ASCENSION BORGESS-LEE HOSPITAL'S MOST URGENT NEEDS. DECISIONS MADE BY THE BOARD OF TRUSTEES ARE BASED ON THE HEALTH CARE NEEDS OF THE PEOPLE AND THE SOUTHWEST MICHIGAN COMMUNITIES WE SERVE. OUR PRIMARY FOCUS IS ON ASSISTING ESSENTIAL LOCAL PROJECTS THAT WILL HELP MAKE COMPREHENSIVE HEALTH CARE SERVICES ACCESSIBLE TO EVERYONE.Expenses $71,854 · grants $71,839
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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 38-2860459
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $829,422
- Income (IRS master file)
- $163,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $131,182 | $72,520 | $829,422 | IRS |
| 990 | June 2024 | $143,437 | $355,125 | $727,922 | IRS |
| 990 | June 2023 | $137,780 | $26,791 | $876,708 | XML |
| 990 | June 2022 | $125,728 | $10,488 | $716,175 | IRS |
| 990 | 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 38-2860459).
Questions about ASCENSION BORGESS LEE FOUNDATION
- What is the EIN of ASCENSION BORGESS LEE FOUNDATION?
- The employer identification number (EIN) of ASCENSION BORGESS LEE FOUNDATION is 38-2860459.
- Is ASCENSION BORGESS LEE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ASCENSION BORGESS LEE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASCENSION BORGESS LEE 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 LEE 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 LEE 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 LEE FOUNDATION?
- The 990 for the year ended June 30, 2025 names KREG GRUBER.
- Who are the officers and directors of ASCENSION BORGESS LEE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ASCENSION BORGESS LEE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $131,182, expenses of $72,520 and total assets of $829,422 at year end.
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