Nonprofit · EIN 38-3364539
MT ZION LUTHERAN CHURCH FOUNDATION
Tax-exempt · STERLING HTS, MI 48314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $93,162 | $98,673 | -$5,511 | $502,358 | $0 | $502,358 |
| September 30, 2024 | 990-PF | $57,897 | $51,992 | $5,905 | $508,519 | $0 | $508,519 |
| September 30, 2023 | 990-PF | $85,917 | $50,670 | $35,247 | $503,618 | $0 | $503,618 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,050
- Dividends
- $6,378
- Interest
- $46
- Net gain from sales of assets
- $79,211
- Other income
- $477
Expenses
- Grants and similar amounts paid
- $93,716
- Disbursements for charitable purposes
- $93,716
- Excise tax on investment income
- $1,128
Balance sheet and other
- Total assets, start of year
- $508,519
- Total assets, end of year
- $502,358
- Total liabilities, end of year
- $0
- Net assets, end of year
- $502,358
- Fair market value of assets
- $1,886,536
- Qualifying distributions
- $93,716
- Net investment income
- $86,112
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID FOX 4244 DAMSON DR, STERLING HTS, MI 48314 | PRESIDENT TREASURER | 0 | $0 |
| ROBERT HUGHES 42681 JASON CT, STERLING HTS, MI 48313 | VICE PRESIDENT | 0 | $0 |
| DIANE ROTHA 102 SOUTH ALICE AVE, ROCHESTER, MI 48307 | VICE PRESIDENT | 0 | $0 |
| EVELYNE RUSSELL 4244 DAMSON ST, STERLING HTS, MI 48314 | FINANICAL SECRETARY | 0 | $0 |
| GUSTAV JENSEN 41886 HENSALL, CLINTON TWP, MI 48038 | DIRECTOR | 0 | $0 |
| NANCY KAMINSKI 1221 NICKLAUS, TROY, MI 48085 | CORRESPONDING SECRETARY | 0 | $0 |
| HAROLD SCHLACHTENHOUFEN PASTOR N 11849 DEER LAKE ROAD, TOMAHAWK, WI 54487 | DIRECTOR | 0 | $0 |
| JENNY PELKEY 11312 PALM DRIVE, WARREN, MI 48093 | DIRECTOR | 0 | $0 |
| JAMES PELKEY 11312 PALM DRIVE, WARREN, MI 48093 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID FOX 4244 DAMSON DR, STERLING HTS, MI 48314 | PRESIDENT TREASURER | 0 | $0 |
| ROBERT HUGHES 42681 JASON CT, STERLING HTS, MI 48313 | VICE PRESIDENT | 0 | $0 |
| DIANE ROTHA 102 SOUTH ALICE AVE, ROCHESTER, MI 48307 | VICE PRESIDENT | 0 | $0 |
| EVELYNE RUSSELL 4244 DAMSON ST, STERLING HTS, MI 48314 | FINANICAL SECRETARY | 0 | $0 |
| GUSTAV JENSEN 41886 HENSALL, CLINTON TWP, MI 48038 | DIRECTOR | 0 | $0 |
| NANCY KAMINSKI 1221 NICKLAUS, TROY, MI 48085 | CORRESPONDING SECRETARY | 0 | $0 |
| HAROLD SCHLACHTENHOUFEN PASTOR N 11849 DEER LAKE ROAD, TOMAHAWK, WI 54487 | DIRECTOR | 0 | $0 |
| JENNY PELKEY 11312 PALM DRIVE, WARREN, MI 48093 | DIRECTOR | 0 | $0 |
| JAMES PELKEY 11312 PALM DRIVE, WARREN, MI 48093 | DIRECTOR | 0 | $0 |
990-PF for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID FOX 4244 DAMSON DR, STERLING HTS, MI 48314 | PRESIDENT TREASURER | 0 | $0 |
| ROBERT HUGHES 42681 JASON CT, STERLING HTS, MI 48313 | V PRESIDENT | 0 | $0 |
| DIANE ROTHA 102 SOUTH ALICE AVE, ROCHESTER, MI 48307 | V PRESIDENT | 0 | $0 |
| ARLENE KANGAS 19876 HARPER CT, HARPER WOODS, MI 48225 | SECRETARY | 0 | $0 |
| EVELYNE RUSSELL 4244 DAMSON ST, STERLING HTS, MI 48314 | FINANICAL SECRETARY | 0 | $0 |
| GUSTAV JENSEN 41886 HENSALL, CLINTON TWP, MI 48038 | DIRECTOR | 0 | $0 |
| NANCY KAMINSKI 1221 NICKLAUS, TROY, MI 48085 | CORRESPONDING SECRETARY | 0 | $0 |
| HAROLD SCHLACHTENHOUFEN PASTOR N 11849 DEER LAKE ROAD, TOMAHAWK, WI 54487 | DIRECTOR | 0 | $0 |
| JENNY PELKEY 11312 PALM DRIVE, WARREN, MI 48093 | DIRECTOR | 0 | $0 |
| JAMES PELKEY 11312 PELKEY, WARREN, MI 48093 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4244 DAMSON DR, STERLING HTS, MI 48314-3756
- In care of
- % DAVID FOX
- Signed the 990-PF
- DAVID FOX, PRESIDENT TREASURER
- Phone
- (586) 457-0091
- Return prepared by
- COMPREHENSIVE ACCOUNTING & TAX SERV
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 38-3364539
- 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
- 1997
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00Z)
- Assets (IRS master file)
- $502,358
- Income (IRS master file)
- $151,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $93,162 | $98,673 | $502,358 | XML |
| 990-PF | September 2024 | $57,897 | $51,992 | $508,519 | XML |
| 990-PF | September 2023 | $85,917 | $50,670 | $503,618 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 38-3364539).
Questions about MT ZION LUTHERAN CHURCH FOUNDATION
- What is the EIN of MT ZION LUTHERAN CHURCH FOUNDATION?
- The employer identification number (EIN) of MT ZION LUTHERAN CHURCH FOUNDATION is 38-3364539.
- Is MT ZION LUTHERAN CHURCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MT ZION LUTHERAN CHURCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MT ZION LUTHERAN CHURCH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MT ZION LUTHERAN CHURCH FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MT ZION LUTHERAN CHURCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of MT ZION LUTHERAN CHURCH FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does MT ZION LUTHERAN CHURCH FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $93,162, expenses of $98,673 and total assets of $502,358 at year end.
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