B & H Way Foundation

Wayzata, MN
Tax-exempt since March 2000
EIN: 41-1955405

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$246k (2023)

Expenses

$309k (2023)

Total Assets

$2.59M (2023)

Total Liabilities

$4.01k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$246,331

Expenses

$308,808

Net Income

-$62,477

Net Assets

$2,589,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,492	33.9%
Sales of Assets	$162,839	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$285,861	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,593,292
Total Liabilities	$4,007
Net Assets	$2,589,285

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Treasurer, Director)	$0	$0
Nancy Berg (Director)	$0	$0
Cinthia Koch (Director)	$0	$0
Mark J Neisius (Director)	$0	$0
Sophia Koch (Director)	$0	$0

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990-PF

Filed on Nov. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$51,042

Expenses

$479,393

Net Income

-$428,351

Net Assets

$2,651,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,039	> 100%
Sales of Assets	-$21,997
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450,909	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,651,762
Total Liabilities	$0
Net Assets	$2,651,762

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Treasurer, Director)	$0	$0
Nancy Berg (Director)	$0	$0
Cinthia Koch (Director)	$0	$0
Mark J Neisius (Director)	$0	$0
Sophia Koch (Director)	$0	$0

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990-PF

Filed on July 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$366,713

Expenses

$141,264

Net Income

$225,449

Net Assets

$3,080,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,458	21.1%
Sales of Assets	$289,255	78.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,013	78.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,080,113
Total Liabilities	$0
Net Assets	$3,080,113

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Treasurer, Director)	$0	$0
Nancy Berg (Director)	$0	$0
Cinthia Koch (Director)	$0	$0
Mark J Neisius (Director)	$0	$0
Sophia Koch (Director)	$0	$0

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990-PF

Filed on Nov. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$380,674

Expenses

$400,813

Net Income

-$20,139

Net Assets

$2,854,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,520	19.1%
Sales of Assets	$308,154	80.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$369,357	92.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,854,664
Total Liabilities	$1
Net Assets	$2,854,663

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Treasurer, Director)	$0	$0
Nancy Berg (Director)	$0	$0
Cinthia Koch (Director)	$0	$0
Mark J Neisius (Director)	$0	$0

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990-PF

Filed on Oct. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$476,166

Expenses

$264,010

Net Income

$212,156

Net Assets

$2,874,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,071	21.0%
Sales of Assets	$376,095	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,839	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,874,803
Total Liabilities	$1
Net Assets	$2,874,802

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Treasurer, Director)	$0	$0
Nancy Berg (Director)	$0	$0
Cinthia Koch (Director)	$0	$0
Mark J Neisius (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$229,583

Expenses

$287,720

Net Income

-$58,137

Net Assets

$2,674,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,856	39.6%
Sales of Assets	$138,727	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$256,448	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,674,443
Total Liabilities	$0
Net Assets	$2,674,443

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Treasurer, Director)	$0	$0
Nancy Berg (Director)	$0	$0
Cinthia Koch (Director)	$0	$0
Mark J Neisius (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$379,295

Expenses

$262,818

Net Income

$116,477

Net Assets

$2,762,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,518	21.8%
Sales of Assets	$289,122	76.2%
Other Income	$7,655	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,565	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,762,070
Total Liabilities	$0
Net Assets	$2,762,070

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Treasurer, Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Secretary, Director)	$0	$0
Nancy Berg (Director)	$0	$0
Cinthia Koch (Director)	$0	$0
Mark J Neisius (Director)	$0	$0

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990-PF

Filed on Sept. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$160,627

Expenses

$239,236

Net Income

-$78,609

Net Assets

$2,703,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,254	53.1%
Sales of Assets	$68,118	42.4%
Other Income	$7,255	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,564	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,703,393
Total Liabilities	$0
Net Assets	$2,703,393

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Treasurer, Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Secretary, Director)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$248,317

Expenses

$254,801

Net Income

-$6,484

Net Assets

$2,782,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,273	36.4%
Sales of Assets	$153,799	61.9%
Other Income	$4,245	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$229,564	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,782,002
Total Liabilities	$0
Net Assets	$2,782,002

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Ty Amass (Treasurer, Director)	$0	$0
John Berg (Director)	$0	$0
Dan Koch (Secretary, Director)	$0	$0

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990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$285,255

Expenses

$259,488

Net Income

$25,767

Net Assets

$2,881,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,904	1.7%
Dividends	$111,373	39.0%
Sales of Assets	$164,879	57.8%
Other Income	$4,099	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,400	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,881,380
Total Liabilities	$0
Net Assets	$2,881,380

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Mark Neisius (Treasurer, Director)	$0	$0
John Berg (Director)	$0	$0
Nancy Berg (Secretary, Director)	$0	$0

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990-PF

Filed on Sept. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$211,900

Expenses

$242,723

Net Income

-$30,823

Net Assets

$2,855,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,350	2.5%
Dividends	$81,148	38.3%
Sales of Assets	$121,818	57.5%
Other Income	$3,584	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,000	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,855,637
Total Liabilities	$0
Net Assets	$2,855,637

Compensation

Key Employees and Officers	Compensation	Other
Kristen A Berg (President, Director)	$0	$0
Megan E Neisius (Vice President, Director)	$0	$0
Mark Neisius (Treasurer, Director)	$0	$0
John Berg (Director)	$0	$0
Nancy Berg (Secretary, Director)	$0	$0

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990-PF

Filed on Nov. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$226,811

Expenses

$200,999

Net Income

$25,812

Net Assets

$2,886,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,475	2.9%
Dividends	$92,631	40.8%
Sales of Assets	$127,705	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,110	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,886,490
Total Liabilities	$1
Net Assets	$2,886,489

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$128,729

Expenses

$208,502

Net Income

-$79,773

Net Assets

$2,916,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,700	5.2%
Dividends	$67,862	52.7%
Sales of Assets	$54,167	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,060	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,916,123
Total Liabilities	$0
Net Assets	$2,916,123

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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B & H Way Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $246k (2023)

Expenses $309k (2023)

Total Assets $2.59M (2023)

Total Liabilities $4.01k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$246k (2023)

Expenses

$309k (2023)

Total Assets

$2.59M (2023)

Total Liabilities

$4.01k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001