ASCENSION BORGESS ALLEGAN FOUNDATION

EIN: 382802463 501(c)(3)

SOUTH BEND, IN

Total Revenue
$19,404
Total Expenses
$29,510
Total Assets
$403,298
Net Assets
$381,508
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
MI
Phone
5746473460
Tax Period
2024-07-01 to 2025-06-30

ASCENSION BORGESS ALLEGAN FOUNDATION, founded in 2007, is a micro nonprofit that reported $19K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $30K exceeded revenue, resulting in a 52% operating deficit.

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 Service Accomplishments

Program 1
Expenses: $29,774 Revenue: $0

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...

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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. ASCENSION BORGESS ALLEGAN FOUNDATION PROVIDES DIRECT ASSISTANCE AND BENEFITS TO INDIVIDUALS AND ITS CORPORATE MEMBER, ASCENSION ALLEGAN HOSPITAL. SOME OF THE WAYS THE FOUNDATION INVESTMENTS IN THE HEALTH OF ITS COMMUNITY IS BY SUPPORTING THE FOLLOWING PROGRAMS: ALLEGAN NEIGHBORS FUND; DIGITAL MAMMOGRAPHY; SCHOLARSHIPS; SPIRIT OF WOMEN/WOMEN'S HEALTH; ALICE WEBB WELLNESS FUND; PAULA WEST THERAPEUTIC RIDING FUND; TOUCHES OF HOME.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $18,987
Program Service Revenue $0
Investment Income $417
Other Revenue $0
TOTAL REVENUE $19,404

Expense Breakdown

Grants Paid $29,918
Salaries & Benefits $0
Fundraising Expenses $-1,225
Program Expenses $29,774
Other Expenses $-408
TOTAL EXPENSES $29,510

Year-over-Year Comparison

2024 2023 Change
Revenue $19,404 $52,320 -0.6%
Expenses $29,510 $63,122 -0.5%
Net Income $-10,106 $-10,802 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
7
Employees
N/A
Volunteers
8

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$1,290,504
Total Directors
11
$425,315
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BETTY KORTMAN CHAIR 1.0
Officer Director
$0 $0 $0
KIMBERLY ANN LOFTUS CHIEF DEVELOPMENT OFFICER 0.0
Officer Director
$0 $15,146 $144,478
AMY CHRISTMAN DIRECTOR 1.0
Director
$0 $0 $0
ANDREW R BROCKWAY DIRECTOR 1.0
Director
$0 $0 $14,937
FRANKLIN BAKER DIRECTOR 1.0
Director
$0 $0 $0
JUDITH HABETLER DIRECTOR 1.0
Director
$0 $0 $0
LEAH WARD DIRECTOR (START 8/2024) 1.0
Director
$0 $0 $0
LORI ANTKOVIAK DIRECTOR (START 9/2024) 1.0
Director
$0 $0 $0
MYRENE KOCH DIRECTOR (END 1/2025) 1.0
Director
$0 $0 $0
PAUL MYER HOFFMAN DIRECTOR 0.0
Director
$0 $36,205 $265,900
ROBERT KENGIS DIRECTOR 1.0
Director
$0 $0 $0
MICHAEL MCCULLOUGH CFO, MINISTRY MARKET 0.0
Officer
$0 $46,446 $1,146,026
DOUGLAS TODD MYERS FORMER OFFICER (END 3/2023) 0.0
$0 $0 $383,721
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $19,404 $29,510 $403,298 $-10,106
2024 No data No data No data No data
2023 $39,638 $9,952 $424,520 $29,686
2022 $49,807 $63,234 $374,171 $-13,427
2021 $27,862 $32,517 $386,756 $-4,655
2019 $142,606 $156,866 $380,024 $-14,260
2018 $101,265 $101,071 $23,528,327 $194
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