Nonprofit · EIN 74-2195249
BETH ISRAEL FOUNDATION FOR THE AGED
Tax-exempt · AURORA, CO 80015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,314,468 | $1,303,686 | $1,010,782 | $19,863,944 | $228,418 | $19,635,526 |
| December 31, 2024 | 990 | $2,713,550 | $1,218,530 | $1,495,020 | $17,801,307 | $195,399 | $17,605,908 |
| December 31, 2023 | 990 | $2,207,360 | $1,510,609 | $696,751 | $16,019,270 | $203,912 | $15,815,358 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,390,957
- Program service revenue
- $218,327
- Investment income
- $705,182
- Net rental income
- $2
- Net gain from sales of assets
- $76,072
- Other revenue
- $2
Expenses
- Grants and similar amounts paid
- $144,542
- Other salaries and wages
- $353,364
- Salaries, compensation and benefits (total)
- $451,321
- Professional fundraising fees
- $0
- Legal fees
- $5,350
- Accounting fees
- $18,228
- Occupancy
- $117,627
- Travel
- $219
- Depreciation
- $252,242
- Program services (functional)
- $459,949
- Management and general (functional)
- $433,633
- Fundraising (functional)
- $410,104
Balance sheet and other
- Total assets, start of year
- $17,801,307
- Total assets, end of year
- $19,863,944
- Total liabilities, end of year
- $228,418
- Net assets, end of year
- $19,635,526
- Land, buildings and equipment
- $4,280,009
- Publicly traded securities
- $12,080,736
- Net assets without donor restrictions
- $12,814,070
- Net assets with donor restrictions
- $6,821,456
- Gross receipts
- $3,034,119
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1981
- State of legal domicile
- CO
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARC PENNER | PRESIDENT/CEO Trustee or director, Officer | 14 | $0 | $380,308 | $40,129 |
| PREETY SHRESTHA | CFO Officer | 4 | $0 | $166,994 | $23,124 |
| LYNN GELLER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JASON ALDERSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ELISA ROBYN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DREW DEMERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDY HEINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NEIL OBERFELD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRAN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARC PENNER | PRESIDENT/CEO Trustee or director, Officer | 14 | $0 | $357,919 | $36,357 |
| PREETY SHRESTHA | CFO Officer | 4 | $0 | $151,691 | $22,354 |
| RHONDA MORRISON | DIRECTOR OF ADVANCEMENT Highest-paid employee | 20 | $0 | $100,386 | $6,514 |
| ELISA ROBYN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LYNN GELLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NEIL OBERFELD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JASON ALDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDY HEINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRAN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARC PENNER | PRESIDENT/CEO Trustee or director, Officer | 14 | $0 | $335,412 | $34,246 |
| PREETY SHRESTHA | CFO Highest-paid employee | 4 | $0 | $126,384 | $18,752 |
| ELISA ROBYN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LYNN GELLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NEIL OBERFELD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARSHALL ABRAHAMS | DIRECTOR THRU NOV 2023 Trustee or director | 1 | $0 | $0 | $0 |
| JASON ALDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDY HEINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRAN SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY YOURTZ | DIRECTOR THRU NOV 2023 Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 14800 E BELLEVIEW DR, AURORA, CO 80015-2258
- In care of
- % SHERRY DAVIS CPA
- Principal officer (990 for 2025)
- MARC PENNER, 14800 EAST BELLEVIEW DRIVE, AURORA, CO 80015
- Signed the 990
- MARC PENNER, PRESIDENT/CEO
- Phone
- (303) 680-5000
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MISSION OF BETH ISRAEL FOUNDATION IS TO ACCEPT CONTRIBUTIONS AND INVEST FUNDS, AND TO USE THE RELATED EARNINGS TO SUBSIDIZE THE CARE OF THE ELDERS AT SHALOM PARK.
Program accomplishments
- FUNDS WERE USED TO HELP SUBSIDIZE THE CARE OF THE ELDERS AT SHALOM PARK AND OPERATION OF SHALOM CARES WELLNESS CENTER.Expenses $459,949 · grants $144,542 · revenue $218,327
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 | 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
- 74-2195249
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,863,944
- Income (IRS master file)
- $3,034,119
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,314,468 | $1,303,686 | $19,863,944 | XML |
| 990 | December 2024 | $2,713,550 | $1,218,530 | $17,801,307 | XML |
| 990 | December 2023 | $2,207,360 | $1,510,609 | $16,019,270 | XML |
| 990 | December 2022 | $1,148,486 | $2,241,283 | $14,701,461 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 74-2195249).
Questions about BETH ISRAEL FOUNDATION FOR THE AGED
- What is the EIN of BETH ISRAEL FOUNDATION FOR THE AGED?
- The employer identification number (EIN) of BETH ISRAEL FOUNDATION FOR THE AGED is 74-2195249.
- Is BETH ISRAEL FOUNDATION FOR THE AGED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to BETH ISRAEL FOUNDATION FOR THE AGED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BETH ISRAEL FOUNDATION FOR THE AGED 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 BETH ISRAEL FOUNDATION FOR THE AGED 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 BETH ISRAEL FOUNDATION FOR THE AGED 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 BETH ISRAEL FOUNDATION FOR THE AGED?
- The 990 for the year ended December 31, 2025 names MARC PENNER.
- Who are the officers and directors of BETH ISRAEL FOUNDATION FOR THE AGED?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does BETH ISRAEL FOUNDATION FOR THE AGED have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,314,468, expenses of $1,303,686 and total assets of $19,863,944 at year end.
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