Civic Intelligence

Bethany Retirement Home Inc.

990 • Fiscal year 2020 • EIN 16-0988865

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 09, 2021

Organization ProfileWWW.BETHANY-VILLAGE.ORG

View Organization Page

3005 Watkins RoadHorseheads, NY 14845

(607) 734-4183

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.62x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • NTEE P • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.82x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • NTEE P • $10M-$25M nonprofits • Source year 2020

Net Margin

85th percentile

21%

Higher net margin than 85% of similar nonprofits.

2020 filings • NTEE P • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$180,940

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2020 filings • NTEE P • $10M-$25M nonprofits • Source year 2020

Asset Growth

60th percentile

14%

Faster asset growth than 60% of similar nonprofits.

2020 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

8.0%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$10,044,330

Up $1,207,448 (+14%) from 2019

Net Assets

Up

$3,777,258

Up $1,670,448 (+79%) from 2019

Liabilities

Down

$6,267,072

Down $463,000 (-6.9%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin85th percentile

Revenue

Up

$7,642,166

Up $568,972 (+8.0%) from 2019

Expenses

Down

$6,066,213

Down $508,030 (-7.7%) from 2019

Net Income

Up

$1,575,953

Up $1,077,002 (+216%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $9,517,269Liabilities 2010: $7,197,097Net Assets 2010: $2,320,1722010Assets 2011: $7,470,598Liabilities 2011: $6,688,305Net Assets 2011: $782,2932011Assets 2012: $7,437,222Liabilities 2012: $6,491,938Net Assets 2012: $945,2842012Assets 2013: $7,458,508Liabilities 2013: $6,461,529Net Assets 2013: $996,9792013Assets 2014: $7,482,028Liabilities 2014: $6,387,579Net Assets 2014: $1,094,4492014Assets 2015: $6,949,199Liabilities 2015: $5,796,286Net Assets 2015: $1,152,9132015Assets 2016: $6,790,640Liabilities 2016: $5,552,955Net Assets 2016: $1,237,6852016Assets 2017: $9,211,597Liabilities 2017: $7,625,303Net Assets 2017: $1,586,2942017Assets 2018: $8,777,843Liabilities 2018: $7,233,193Net Assets 2018: $1,544,6502018Assets 2019: $8,836,882Liabilities 2019: $6,730,072Net Assets 2019: $2,106,8102019Assets 2020: $10,044,330Liabilities 2020: $6,267,072Net Assets 2020: $3,777,2582020Assets 2021: $10,341,645Liabilities 2021: $6,194,181Net Assets 2021: $4,147,4642021Assets 2022: $9,995,328Liabilities 2022: $5,952,960Net Assets 2022: $4,042,3682022Assets 2023: $10,040,154Liabilities 2023: $5,448,718Net Assets 2023: $4,591,4362023Assets 2024: $10,447,250Liabilities 2024: $5,201,209Net Assets 2024: $5,246,0412024

Highlighted filing

2020

Assets$10,044,330
Liabilities$6,267,072
Net Assets$3,777,258
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $4,377,9712010Expenses 2011: $4,687,1332011Expenses 2012: $5,065,8152012Revenue 2013: $5,505,039Expenses 2013: $5,475,526Net Income 2013: $29,5132013Revenue 2014: $5,958,117Expenses 2014: $5,901,539Net Income 2014: $56,5782014Revenue 2015: $5,895,371Expenses 2015: $5,820,744Net Income 2015: $74,6272015Revenue 2016: $6,046,687Expenses 2016: $6,006,185Net Income 2016: $40,5022016Revenue 2017: $6,322,011Expenses 2017: $6,054,187Net Income 2017: $267,8242017Revenue 2018: $6,489,540Expenses 2018: $6,415,277Net Income 2018: $74,2632018Revenue 2019: $7,073,194Expenses 2019: $6,574,243Net Income 2019: $498,9512019Revenue 2020: $7,642,166Expenses 2020: $6,066,213Net Income 2020: $1,575,9532020Revenue 2021: $6,193,280Expenses 2021: $5,798,599Net Income 2021: $394,6812021Revenue 2022: $6,004,755Expenses 2022: $5,848,413Net Income 2022: $156,3422022Revenue 2023: $6,522,265Expenses 2023: $6,139,911Net Income 2023: $382,3542023Revenue 2024: $7,082,166Expenses 2024: $6,433,287Net Income 2024: $648,8792024

Highlighted filing

2020

Revenue$7,642,166
Expenses$6,066,213
Net Income$1,575,953
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 9, 2021
Return Version
2020v4.1
Gross Receipts
$8,461,671
Mission and Program Overview

Mission

To provide regional leadership, services, advocacy, and education for quality senior living while offering a vibrant, life-affirming residential community that celebrates spirtual well-being, enhances independence, and promotes wellness as its residents evolve toward their full potential.

To provide regional leadership, services, advocacy, and education for quality senior living, while offering a vibrant, life-affirming residential community that celebrates spirtual well-being, enhances independence, and promotes wellness as its residents evolve toward their full potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,295,893$2,580,427▲ $1,284,534
Land, Buildings, and Equipment, Net$1,714,838$1,701,794▼ $13,044
Investments in Publicly Traded Securities$1,271,362$1,485,029▲ $213,667
Accounts Receivable$261,265$201,567▼ $59,698
Prepaid Expenses and Deferred Charges$26,928$12,782▼ $14,146
Total Assets$8,836,882$10,044,330▲ $1,207,448
Other Assets Total$4,266,596$4,062,731▼ $203,865
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,102,924$5,793,750▼ $309,174
Accounts Payable and Accrued Expenses$317,335$411,466▲ $94,131
Other Liabilities$261,458$0▼ $261,458
Escrow Account Liability$12,406$54,112▲ $41,706
Deferred Revenue$35,949$7,744▼ $28,205
Total Liabilities$6,730,072$6,267,072▼ $463,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,091,810$2,762,258▲ $1,670,448
Net Assets With Donor Restrictions$1,015,000$1,015,000→ $0
Total Net Assets Fund Balance$2,106,810$3,777,258▲ $1,670,448
Total Liabilities and Net Assets / Fund Balance$8,836,882$10,044,330▲ $1,207,448

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,119,976$4,845,171$5,965,147
Equipment$349,226$1,867,996$2,217,222
Land$232,592-$232,592
Other Assets Org$737,050--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lesley LatshawAssociate Executive DirectorFT$146,852$34,088$180,940

Board Members and Trustees

NameTitle
Walter HerbstBoard Chair
Jack BenjaminVice Chair
Alison HuntBoard Member
Anita LewisBoard Member
Carol LincolnBoard Member
David HelsingBoard Member
Dawn BurlewBoard Member
Jason ParmenterBoard Member
Kimberlee MiddaughBoard Member
Mary Therese OwenBoard Member
Randi HewitBoard Member
Michael KiserExecutive Director
Richard CarrTreasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison Management SpecialistsDietary ServicesPO BOX 102289, Atlanta, GA 30368$913,298
Revenue and Support

Revenue Composition

Contributions and Grants
$765,950
Program Service Revenue
$6,640,138
Investment Income
$129,415
Other Revenue
$106,663
All Other Contributions
$17,760
Change in Net Assets
$1,575,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,642,166
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$94,495
Total Revenue per Audited Statements
$7,736,661
Total Revenue per Form 990
$7,642,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,717,650
Other Expenses$2,348,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,243,121$674,562-$2,917,683
Other Employee Benefits$252,307$91,523-$343,830
Interest$244,257$289-$244,546
Payroll Taxes$177,338$55,465-$232,803
Depreciation Depletion$173,877$27,346-$201,223
Current Officers, Directors, Trustees, and Key Employees$112,183$68,757-$180,940
Occupancy$157,414$6,651-$164,065
Insurance$14,717$68,802-$83,519
Fees for Services Other$29,732$24,449-$54,181
Pension Plan Contributions$27,689$14,705-$42,394
Fees for Services Legal-$38,136-$38,136
Other Expenses$35,974$2,131-$38,105
Advertising$16,362$20,971-$37,333
Fees for Services Accounting-$19,880-$19,880
Travel$7,106$7,368-$14,474
Total Functional Expenses$4,831,080$1,235,133$0$6,066,213

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,066,213
Total Expenses per Audited Statements$6,066,213
Total Expenses per Form 990$6,066,213
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The bylaws of the organization name bethany nursing home and health related faciltiy, inc. And bethany senior citizens' housing, inc. As members of the corporation. The boards of directors of the corporation, by a vote of two-thirds of each board, may also elect other entities to be members.”

Form 990, Part VI, Section A, Line 7A

“The bylaws of the organization name bethany nursing home and health related faciltiy, inc. And bethany senior citizens' housing, inc. As members of the corporation. The boards of directors of the corporation, by a vote of two-thirds of each board, may also elect other entities to be members.”

Form 990, Part VI, Section B, Line 11B

“The finance committee meets with a designated board member who has been assigned by the other board members to review the form 990. The form 990 is presented to the designated board member and the full extent of the form and its preparation is explained at that time. The designated board member then reviews and approves the form 990.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistenly monitors and enforces compliance with its written conflict of interest party at quarterly meetings and quality assurance audits.”

Form 990, Part VI, Section B, Line 15

“The board reviews and approves all wage and salary increases as part of the budget process.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bethany Retirement Home Inc
EIN
16-0988865
Phone
6077344183
Address
3005 WATKINS ROAD, HORSEHEADS, NY 14845

Signing Officer

Name
Michael Kiser
Title
Executive Director
Phone
6077344183
Signed
2021-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Kiser
Formed
1973
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
170
Volunteers
12

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
333 EAST WATER ST STE 200, ELMIRA, NY 14901
Preparer
Krista L Niles-updyke
Phone
6077344183
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Resident deposits represent cash held on behalf of the residents. Such funds represent living allowances received from the state of new york, as well as other resident funds deposited with the facility for safe keeping.”

PART X, LINE 2:

“The facility is a non-profit organization exempt from federal and state income taxation under section 501(c)(3) of the internal revenue code and applicable state regulations. The facility has filed for and received income tax exemptions in the various jurisdictions where they are required to do so. The facility files form 990 tax returns in the u.s. Federal jurisdiction and in new york state. With few exceptions, as of december 31, 2020, the facility is no longer subject to u.s. Federal or state income tax examinations by tax authorities for years before december 31, 2017. The tax returns for the years ended december 31, 2017 through december 31, 2020 are still subject to potential audit by the irs and the taxing authorities in new york state. Management of the facility believes it has no material uncertain tax positions and, accordingly, it has not recognized any liability for unrecognized tax benefits.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt095619
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt095619
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt094495
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01091810
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02762258
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06651
IRS990/OccupancyGrp/ProgramServicesAmt0157414
IRS990/OccupancyGrp/TotalAmt0164065
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04266596
IRS990/OtherAssetsTotalGrp/EOYAmt04062731
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt091523
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0252307
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0343830
IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc1SUPPLIES AND FOOD
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt033689
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123325
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt257084
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32131
IRS990/OtherExpensesGrp/ProgramServicesAmt01190431
IRS990/OtherExpensesGrp/ProgramServicesAmt1103339
IRS990/OtherExpensesGrp/ProgramServicesAmt245233
IRS990/OtherExpensesGrp/ProgramServicesAmt335974
IRS990/OtherExpensesGrp/TotalAmt01224120
IRS990/OtherExpensesGrp/TotalAmt1126664
IRS990/OtherExpensesGrp/TotalAmt2102317
IRS990/OtherExpensesGrp/TotalAmt338105
IRS990/OtherLiabilitiesGrp/BOYAmt0261458
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IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/Desc0CAPITAL LEASE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt099063
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt099063
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17600
IRS990/OtherRevenueTotalAmt0106663
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0674562
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02243121
IRS990/OtherSalariesAndWagesGrp/TotalAmt02917683
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt055465
IRS990/PayrollTaxesGrp/ProgramServicesAmt0177338
IRS990/PayrollTaxesGrp/TotalAmt0232803
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014705
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027689
IRS990/PensionPlanContributionsGrp/TotalAmt042394
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026928
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012782
IRS990/PrincipalOfficerNm0MICHAEL KISER
IRS990/ProfessionalFundraisingInd00
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09740
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0120531
IRS990/PYOtherExpensesAmt01957266
IRS990/PYOtherRevenueAmt0122027
IRS990/PYProgramServiceRevenueAmt06820896
IRS990/PYRevenuesLessExpensesAmt0498951
IRS990/PYSalariesCompEmpBnftPaidAmt04616977
IRS990/PYTotalExpensesAmt06574243
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07073194
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01575953
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06876216
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01295893
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02580427
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013523
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107461
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032867
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt028391
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,044,330
Liabilities
$6,267,072
Net assets
$3,777,258
Revenue
$7,642,166
Expenses
$6,066,213
Net income
$1,575,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$5.20$5.25$7.08$6.43$0.65
2023Detailed filing. Detailed filing data is available for this year.$10.0$5.45$4.59$6.52$6.14$0.38
2022Detailed filing. Detailed filing data is available for this year.$10.00$5.95$4.04$6.00$5.85$0.16
2021Detailed filing. Detailed filing data is available for this year.$10.3$6.19$4.15$6.19$5.80$0.39
2020Detailed filing. Detailed filing data is available for this year.$10.0$6.27$3.78$7.64$6.07$1.58
2019Detailed filing. Detailed filing data is available for this year.$8.84$6.73$2.11$7.07$6.57$0.50
2018Detailed filing. Detailed filing data is available for this year.$8.78$7.23$1.54$6.49$6.42$0.07
2017Detailed filing. Detailed filing data is available for this year.$9.21$7.63$1.59$6.32$6.05$0.27
2016Detailed filing. Detailed filing data is available for this year.$6.79$5.55$1.24$6.05$6.01$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.95$5.80$1.15$5.90$5.82$0.07
2014Detailed filing. Detailed filing data is available for this year.$7.48$6.39$1.09$5.96$5.90$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.46$6.46$1.00$5.51$5.48$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.44$6.49$0.95$5.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$6.69$0.78$4.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.52$7.20$2.32$4.38