MIDWEST CHRISTIAN VILLAGES Charity Report

Public IRS 990 nonprofit record

MIDWEST CHRISTIAN VILLAGES

EIN 26-0275009 · Senior Centers (P81)

What they do

CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, and SPIRIT THROUGH FAITH-LED SERVICE. OUR SERVICES ARE DRIVEN BY OUR F.A.I.T.H.-LED VALUES WHICH INCLUDE: FUN - WE FOSTER PERSONALIZED EXPERIENCES FILLED WITH JOY for THOSE WE SERVE, APPRECIATION - WE CELEBRATE GODS DISTINCTIVE GIFTS of TALENT, WISDOM and BEAUTY IN EVERY INDIVIDUAL, INSPIRATION - WE LOVINGLY SHARE CHRISTS TRUTH WITH OTHERS, TRANSPARENCY - WE WORK WITH OPENNESS and ACCOUNTABILITY, HEART - WE SERVE WITH PASSION.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $23.20 was reported for mission work and $1.70 for fundraising. Understand this before you give.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

46.23%of revenue went to mission work23.2% of expenses · Program services

3.33%of revenue went to fundraising1.7% of expenses

$199.18spent for every $100 of revenueSpending was higher than revenue this year.

149.62%of revenue went to management and office costs75.1% of expenses

$0.37in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $7,828,240 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $504,285 for KATHLEEN BERTRAM (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,892,759

Mission workProgram services$3,648,93246.23% of revenue23.2% of expenses

ManagementOffice and general costs$11,809,109149.62% of revenue75.1% of expenses

FundraisingAsking for donations$262,9583.33% of revenue1.7% of expenses

Total expenses$15,720,999199.18% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Pause before giving. This filing reports that 1.7% of spending went to fundraising and 23.2% went to mission work. Ask the charity to explain these numbers and show recent results.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 23.2% mission · 75.1% management · 1.7% fundraisingTotal expenses: 199.18% of revenue

2023Expense mix: 31.6% mission · 66.7% management · 1.7% fundraisingTotal expenses: 137.38% of revenue

2022Expense mix: 44.9% mission · 53.5% management · 1.5% fundraisingTotal expenses: 189.85% of revenue

2021Expense mix: 27.8% mission · 70.4% management · 1.8% fundraisingTotal expenses: 139.82% of revenue

2020Expense mix: 42.9% mission · 55.2% management · 2.0% fundraisingTotal expenses: 132.11% of revenue

2019Expense mix: 44.1% mission · 53.7% management · 2.1% fundraisingTotal expenses: 135.10% of revenue

2018Expense mix: 39.9% mission · 58.2% management · 2.0% fundraisingTotal expenses: 137.02% of revenue

2017Expense mix: 75.4% mission · 24.6% management · 0.0% fundraisingTotal expenses: 112.00% of revenue

Money in and money out

Revenue$7,892,759

Expenses$15,720,999

Annual shortfall $7,828,240 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,648,932 · 23.2% of expenses

Management and office costs$11,809,109 · 75.1% of expenses

Fundraising$262,958 · 1.7% of expenses

See all reported dollar amounts

Revenue$7,892,759

Expenses$15,720,999

Assets$5,762,481

Income$21,414,916

Mission work (program services)$3,648,932

Fundraising$262,958

Management and general$11,809,109

Executive compensation (total)$1,676,552

Stocks and bonds$15,126

Investing fees$106

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KATHLEEN BERTRAMCEO · 38 hrs/week $504,285Base $454,775 · Other $49,510

BRENDA BRANDLSENIOR VP OF OPERATIONS · 38 hrs/week $316,137

BARBARA SHEPARDCHIEF HUMAN RESOURCE OFFICER · 38 hrs/week $279,625Base $257,864 · Other $21,761

SANDRA G BRYANTEXECUTIVE DIRECTOR · 38 hrs/week $266,008Base $227,844 · Other $38,164

DORA SILVIASENIOR VP OF MARKETING · 38 hrs/week $257,053Base $253,553 · Other $3,500

JOHN P RUPKEYPHARMACY MANAGER · 38 hrs/week $229,242Base $218,199 · Other $11,043

KENNA HUDSONCONTROLLER · 38 hrs/week $225,626Base $197,531 · Other $28,095

CHUCK SCHMITZCFO · 38 hrs/week $221,492Base $202,309 · Other $19,183

KRISTA GARRISONEXECUTIVE DIRECTOR · 38 hrs/week $186,862Base $183,487 · Other $3,375

DONALD J BELLFORMER CEO · 38 hrs/week $115,208

TIMOTHY BURRELLBOARD MEMBER - VICE PRESIDENT $250

BILLY CARTERBOARD MEMBER - TREASURER $250

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

KATHLEEN BERTRAMCEO

BRENDA BRANDLSENIOR VP OF OPERATIONS

BARBARA SHEPARDCHIEF HUMAN RESOURCE OFFICER

SANDRA G BRYANTEXECUTIVE DIRECTOR

DORA SILVIASENIOR VP OF MARKETING

JOHN P RUPKEYPHARMACY MANAGER

KENNA HUDSONCONTROLLER

CHUCK SCHMITZCFO

KRISTA GARRISONEXECUTIVE DIRECTOR

DONALD J BELLFORMER CEO

TIMOTHY BURRELLBOARD MEMBER - VICE PRESIDENT

BILLY CARTERBOARD MEMBER - TREASURER

THOMAS KERINSBOARD MEMBER

TERRY GOODNERBOARD MEMBER

SUSAN KLEINBOARD MEMBER

STEVE GNUSEBOARD MEMBER

SCOTT WILLIAMSBOARD MEMBER - SECRETARY

NICK FILINGBOARD MEMBER - CHAIRMAN

MICHAEL MORBECKBOARD MEMBER

MARCUS THOMASBOARD MEMBER

JOHN ALLEN BURNETTBOARD MEMBER

JEAN DUNAWAYBOARD MEMBER

DOUG WILEYBOARD MEMBER

DON FITZGERALDBOARD MEMBER

DAVID SANDEFURBOARD MEMBER

BRENDA EDENBOARD MEMBER

SHAWN OCONNERCHIEF RESTRUCTURING OFFICER

About this charity

Recognized since: January 2008
Location: 1033 DEMONBREUN ST STE 300, NASHVILLE, TN 37203-4512
County: Davidson
In care of: % TIMOTHY PHILLIPPE
Primary officer: KENNA HUDSON, CHIEF RESTRUCTURING OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(314) 587-7903

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: PLANTE & MORAN PLLC
NTEE classification: Senior Centers (P81)
IRS tax category: Senior Centers