Nonprofit · EIN 47-1484857
MORNINGSTAR SENIOR LIVING FOUNDATION
Tax-exempt · NAZARETH, PA 18064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,169,545 | $340,239 | $829,306 | $7,878,798 | $13,507 | $7,865,291 |
| December 31, 2023 | 990 | $415,192 | $229,692 | $185,500 | $5,903,302 | $19,923 | $5,883,379 |
| June 30, 2023 | 990 | $485,006 | $306,753 | $178,253 | $5,552,957 | $34,675 | $5,518,282 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $762,346
- Program service revenue
- $0
- Investment income
- $393,757
- Net gain from sales of assets
- $245,211
- Net income from fundraising events
- $12,542
- Net income from gaming
- $900
- Other revenue
- $13,442
Expenses
- Grants and similar amounts paid
- $241,026
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $241,026
- Management and general (functional)
- $99,213
Balance sheet and other
- Total assets, start of year
- $5,903,302
- Total assets, end of year
- $7,878,798
- Total liabilities, end of year
- $13,507
- Net assets, end of year
- $7,865,291
- Publicly traded securities
- $7,256,775
- Net assets without donor restrictions
- $6,502,937
- Net assets with donor restrictions
- $1,362,354
- Gross receipts
- $1,831,994
- Employees
- 0
- Volunteers
- 189
- Year formed
- 2014
- State of legal domicile
- PA
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J DAVID SWARTLEY | CEO Officer | 2 | $0 | $298,494 | $22,364 |
| CHRISTOPHER T HUNT | SEC'Y/TREASURER-MSLF, CFO-MSL Trustee or director, Officer | 2 | $0 | $239,738 | $40,595 |
| SUSAN CAPOBIANCO | EXECUTIVE DIRECTOR Officer | 2 | $0 | $213,098 | $18,896 |
| MOLLIE SANTEE | EXECUTIVE DIRECTOR Officer | 40 | $0 | $87,010 | $0 |
| DARRELL W CROOK | CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| LINDA MCMEEKIN | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| KENDAHL DIFELICE | VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| COLLEEN LAVDAR | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| BARBARA SEIFERT-SIGMON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| RICHARD SOLLIDAY | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN C DRABIC | BM-MSLF, PRES./CEO-MSL(UNTIL 9/30/23) Trustee or director, Officer | 2 | $0 | $365,516 | $25,632 |
| J DAVID SWARTLEY | CEO Officer | 2 | $0 | $263,190 | $18,226 |
| CHRISTOPHER T HUNT | SEC'Y/TREASURER-MSLF, CFO-MSL Trustee or director, Officer | 2 | $0 | $214,525 | $36,267 |
| SUSAN CAPOBIANCO | EXECUTIVE DIRECTOR Officer | 2 | $0 | $177,461 | $20,122 |
| DARRELL W CROOK | CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| LINDA MCMEEKIN | VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| KENDAHL DIFELICE | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| COLLEEN LAVDAR | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| BARBARA SEIFERT-SIGMON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| RICHARD SOLLIDAY | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN C DRABIC | BD MEMBER-MSLF, PRES. & CEO-MSL Trustee or director, Officer | 2 | $0 | $369,928 | $22,456 |
| CHRISTOPHER T HUNT | SEC'Y/TREASURER-MSLF, CFO-MSL Trustee or director, Officer | 2 | $0 | $224,023 | $43,493 |
| DARRELL W CROOK | CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| LINDA MCMEEKIN | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| BARBARA SEIFERT-SIGMON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| RICHARD SOLLIDAY | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| COLLEEN LAVDAR | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
| KENDAHL DIFELICE | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 175 W NORTH ST, NAZARETH, PA 18064-1410
- Principal officer (990 for 2024)
- MOLLIE SANTEE, 175 W NORTH ST, NAZARETH, PA 18064
- Signed the 990
- CHRISTOPHER T HUNT, CHIEF FINANCIAL OFFICER
- Phone
- (610) 746-1000
- Website
- WWW.MORNINGSTARLIVING.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE MORNINGSTAR SENIOR LIVING FOUNDATION IS DEDICATED TO THE DEVELOPMENT AND GROWTH OF FINANCIAL RESOURCES TO ASSURE THE SUSTAINABILITY OF THE CHARITABLE MISSION OF MORNINGSTAR SENIOR LIVING AND ITS AFFILIATES.
Program accomplishments
- THE MORNINGSTAR SENIOR LIVING FOUNDATION SUPPORTS ITS AFFILIATED ORGANIZATIONS, MORNINGSTAR SENIOR LIVING AND MORNINGSTAR SENIOR SOLUTIONS, BY PROVIDING OVERSIGHT OF THE GROUP'S FUNDRAISING AND CHARITABLE ACTIVITIES. ITS BROADER GOAL IS TO BECOME THE ORGANIZATION OF CHOICE IN THE LEHIGH VALLEY WHERE CHARITABLE GIFTS WILL BENEFIT ADULTS IMPACTED WITH ALZHEIMER'S DISEASE AND AGING RELATED CHALLENGES. THE FOUNDATION WILL INCREASE AWARENESS OF CHARITABLE NEEDS, BRING FOCUS TO ALZHEIMERS AND RELATED DEMENTIAS AS A CRITICAL NEED, CLARIFY GIVING OPPORTUNITIES, AND CULTIVATE AND EXPAND SUPPORTERS AND RESOURCES.Expenses $241,026 · grants $241,026
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 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-1484857
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L11)
- Assets (IRS master file)
- $7,878,798
- Income (IRS master file)
- $1,831,994
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,169,545 | $340,239 | $7,878,798 | IRS |
| 990 | December 2023 | $415,192 | $229,692 | $5,903,302 | XML |
| 990 | June 2023 | $485,006 | $306,753 | $5,552,957 | XML |
| 990 | June 2022 | $556,507 | $270,858 | $4,781,769 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 47-1484857).
Questions about MORNINGSTAR SENIOR LIVING FOUNDATION
- What is the EIN of MORNINGSTAR SENIOR LIVING FOUNDATION?
- The employer identification number (EIN) of MORNINGSTAR SENIOR LIVING FOUNDATION is 47-1484857.
- Is MORNINGSTAR SENIOR LIVING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to MORNINGSTAR SENIOR LIVING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does MORNINGSTAR SENIOR LIVING 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 MORNINGSTAR SENIOR LIVING 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 MORNINGSTAR SENIOR LIVING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MORNINGSTAR SENIOR LIVING FOUNDATION?
- The 990 for the year ended December 31, 2024 names MOLLIE SANTEE.
- Who are the officers and directors of MORNINGSTAR SENIOR LIVING FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does MORNINGSTAR SENIOR LIVING FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,169,545, expenses of $340,239 and total assets of $7,878,798 at year end.
Other nonprofits in NAZARETH
- LEHIGH VALLEY COMPASSION EIN 20-4463467 · last filed 990-N for 2025
- MORNINGSTAR SENIOR LIVING INC EIN 22-2717623 · last filed 990 for 2024
- NAZARETH VOLUNTEER AMBULANCE CORP EIN 23-2125315 · last filed 990 for 2024
- OPEN AIR CAMPAIGNERS U S INCORPORATED EIN 36-2420024 · last filed 990 for 2024
- MARTIN GUITAR CHARITABLE FOUNDATION EIN 31-1483218 · last filed 990-PF for 2025
- MORNINGSTAR SENIOR SOLUTIONS INC EIN 46-1046466 · last filed 990 for 2024
- THE MEMORIAL LIBRARY OF NAZARETH AND VICINITY EIN 24-6019434 · last filed 990 for 2025
- BUSHKILL TOWNSHIP VOLUNTEER FIRE COMPANY EIN 23-6400948 · last filed 990 for 2024
All nonprofits in NAZARETH · Pennsylvania · Housing and shelter