Civic Intelligence

Bethany Lutheran Homes Inc

990 • Fiscal year 2011 • EIN 39-0909446

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 25, 2012

Organization ProfileBETHANYLUTHERANHOMES.ORG

View Organization Page

2575 South 7th Street54601
Siviq Scores

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

Liabilities / Assets

70th percentile

0.56x

Higher debt load relative to assets than 70% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$38,483,337

Up $1,251,297 (+3.4%) from 2010

Net Assets

Up

$17,062,175

Up $2,038,243 (+14%) from 2010

Liabilities

Down

$21,421,162

Down $786,946 (-3.5%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$16,594,209

Down $104,920 (-0.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$150M$100M$50M$0Assets 2010: $37,232,040Liabilities 2010: $22,208,108Net Assets 2010: $15,023,9322010Assets 2011: $38,483,337Liabilities 2011: $21,421,162Net Assets 2011: $17,062,1752011Assets 2012: $40,110,011Liabilities 2012: $20,940,980Net Assets 2012: $19,169,0312012Assets 2013: $41,568,596Liabilities 2013: $20,150,506Net Assets 2013: $21,418,0902013Assets 2014: $53,169,269Liabilities 2014: $29,852,931Net Assets 2014: $23,316,3382014Assets 2015: $62,195,457Liabilities 2015: $37,885,262Net Assets 2015: $24,310,1952015Assets 2016: $62,359,783Liabilities 2016: $35,913,285Net Assets 2016: $26,446,4982016Assets 2017: $64,912,098Liabilities 2017: $35,322,077Net Assets 2017: $29,590,0212017Assets 2018: $68,085,574Liabilities 2018: $38,396,674Net Assets 2018: $29,688,9002018Assets 2019: $91,108,903Liabilities 2019: $59,675,177Net Assets 2019: $31,433,7262019Assets 2020: $100,408,157Liabilities 2020: $66,221,528Net Assets 2020: $34,186,6292020Assets 2021: $102,810,906Liabilities 2021: $61,655,965Net Assets 2021: $41,154,9412021Assets 2022: $103,221,841Liabilities 2022: $56,562,987Net Assets 2022: $46,658,8542022Assets 2023: $106,230,454Liabilities 2023: $54,886,659Net Assets 2023: $51,343,7952023Assets 2024: $111,961,743Liabilities 2024: $54,874,199Net Assets 2024: $57,087,5442024

Highlighted filing

2011

Assets$38,483,337
Liabilities$21,421,162
Net Assets$17,062,175
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0Expenses 2010: $16,699,1292010Expenses 2011: $16,594,2092011Expenses 2012: $16,983,8872012Revenue 2013: $19,677,623Expenses 2013: $17,428,564Net Income 2013: $2,249,0592013Revenue 2014: $19,801,416Expenses 2014: $17,903,168Net Income 2014: $1,898,2482014Revenue 2015: $21,250,422Expenses 2015: $20,256,572Net Income 2015: $993,8502015Revenue 2016: $24,727,923Expenses 2016: $22,591,620Net Income 2016: $2,136,3032016Revenue 2017: $26,937,831Expenses 2017: $23,794,308Net Income 2017: $3,143,5232017Revenue 2018: $24,670,891Expenses 2018: $24,572,012Net Income 2018: $98,8792018Revenue 2019: $26,886,154Expenses 2019: $25,141,328Net Income 2019: $1,744,8262019Revenue 2020: $31,956,723Expenses 2020: $29,203,820Net Income 2020: $2,752,9032020Revenue 2021: $37,603,425Expenses 2021: $30,635,113Net Income 2021: $6,968,3122021Revenue 2022: $38,132,880Expenses 2022: $32,628,967Net Income 2022: $5,503,9132022Revenue 2023: $40,621,449Expenses 2023: $35,936,508Net Income 2023: $4,684,9412023Revenue 2024: $44,684,831Expenses 2024: $38,941,082Net Income 2024: $5,743,7492024

Highlighted filing

2011

Revenue-
Expenses$16,594,209
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 25, 2012
Return Version
2011v1.2
Gross Receipts
$18,632,452
Mission and Program Overview

Mission

Bethany lutheran homes, inc. (the organization) is a benevolent continuum of care retirement community comprised of numerous facilities and community outreach programs designed to meet the care needs of the elderly and disabled in the la crosse, wi area. Bethany is a non-profit corporation, exempt under internal revenue code section 501(c)(3) through its affiliation with the evangelical lutheran church of america.

Major Activities

Activity 2
Community based residential facilities (cbrf) and residential care apartment complexes (rcac) - blh owns and operates three cbrf and three rcac facilities in the la crosse, wi area. The cbrf facilities are designed to provide care to the elderly with alzheimer's and dementia in a home-like setting. Residents receive meals, medical management, housekeeping and other daily living services based on their needs. There were 45,033 days of care and housing provided to residents during 2011.
Activity 3
Eagle crest senior housing campus - the campus is located in onalaska, wi and consists of 70 independent and 42 assisted living (rcac) and 18 memory care (cbrf) apartments. A centrally located town center connects the independent, assisted living, and memory care units and provides amenities to enhance the residents' social, physical, and spiritual well-being. Eagle crest provided 46,068 days of housing and care to the residents during 2011.
Filing and Contact Details

Filer

EIN
39-0909446
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IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses02038243
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0true
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/Revenue08479715
IRS990/RevenuesLessExpensesCY02038243
IRS990/RevenuesLessExpensesPriorYear01801790
IRS990/SalariesEtcCurrentYear010811954
IRS990/SalariesEtcPriorYear010963685
IRS990/SavingsAndTempCashInvestments/BOY07906489
IRS990/SavingsAndTempCashInvestments/EOY09334953
IRS990ScheduleA/Church170b1Ai0X
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired0true
IRS990ScheduleD/AgentTrusteeEtc0false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/BoardDesignatedEOYBalance00.53000
IRS990ScheduleD/Buildings/BookValue019123465
IRS990ScheduleD/Buildings/Depreciation012823299
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis031946764
IRS990ScheduleD/CurrentYear/AdministrativeExpenses05406
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0818133
IRS990ScheduleD/CurrentYear/Contributions0207504
IRS990ScheduleD/CurrentYear/EndOfYearBalance0971497
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0-18302
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses05064
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0705610
IRS990ScheduleD/CurrentYearMinus1Year/Contributions063878
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0818133
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses078138
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures024429
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses04468
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance01267336
IRS990ScheduleD/CurrentYearMinus2Years/Contributions083254
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0705610
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0132888
IRS990ScheduleD/CurrentYearMinus2Years/OtherExpenditures0773400
IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses05725
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance01275687
IRS990ScheduleD/CurrentYearMinus3Years/Contributions0266700
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance01267336
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0-229496
IRS990ScheduleD/CurrentYearMinus3Years/OtherExpenditures039830
IRS990ScheduleD/CurrentYear/OtherExpenditures030432
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0true
IRS990ScheduleD/Equipment/BookValue01969318
IRS990ScheduleD/Equipment/Depreciation04543176
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis06512494
IRS990ScheduleD/ExcessOrDeficitForYear02038243
IRS990ScheduleD/ExcessOrDeficitPerFS02038243
IRS990ScheduleD/ExpensesSubtotal016594209
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0BOARD DESIGNATED FUNDS OF 512,066: THESE ARE CASH AND INVESTMENTS SET ASIDE BY THE BOARD OF DIRECTORS FOR FUTURE ACTIVITIES AND PROJECTS. THE BOARD RETAINS CONTROL AND MAY, AT ITS DISCRETION, USE THE ASSETS FOR OTHER PROJECTS. PERMANENTLY RESTRICTED FUNDS OF 459,431: THESE CONSIST OF THE ORGANIZATION'S BENEFICIAL INTEREST IN THE GERTRUDE GORDAN CHARITABLE TRUST. THE PRINCIPAL IS PERMNANENTLY RESTRICTED IN USE. ANNUAL DISTRIBUTIONS FROM THE TRUST OF 5% ARE NOT RESTRICTED, BUT ARE TREATED AS BOARD DESIGNATED FUNDS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0INTENDED USES FOR ENDOWMENT FUNDS
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/Land/BookValue01048110
IRS990ScheduleD/Land/OtherCostOrOtherBasis01048110
IRS990ScheduleD/OtherAssets/BookValue01629068
IRS990ScheduleD/OtherAssets/BookValue1878388
IRS990ScheduleD/OtherAssets/BookValue2459431
IRS990ScheduleD/OtherAssets/BookValue3443327
IRS990ScheduleD/OtherAssets/BookValue4354636
IRS990ScheduleD/OtherAssets/BookValue5157430
IRS990ScheduleD/OtherAssets/BookValue667720
IRS990ScheduleD/OtherAssets/Description0BOND FUNDS HELD BY TRUSTEE
IRS990ScheduleD/OtherAssets/Description1BOND FUNDS HELD BY TRUSTEE - CURRENT
IRS990ScheduleD/OtherAssets/Description2BENEFICIAL INTEREST IN TRUST

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$38,483,337
Liabilities
$21,421,162
Net assets
$17,062,175
Revenue
-
Expenses
$16,594,209
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$112$54.9$57.1$44.7$38.9$5.74
2023Summary only. Only limited summary data is available for this year.$106$54.9$51.3$40.6$35.9$4.68
2022Summary only. Only limited summary data is available for this year.$103$56.6$46.7$38.1$32.6$5.50
2021Summary only. Only limited summary data is available for this year.$103$61.7$41.2$37.6$30.6$6.97
2020Summary only. Only limited summary data is available for this year.$100$66.2$34.2$32.0$29.2$2.75
2019Summary only. Only limited summary data is available for this year.$91.1$59.7$31.4$26.9$25.1$1.74
2018Summary only. Only limited summary data is available for this year.$68.1$38.4$29.7$24.7$24.6$0.10
2017Summary only. Only limited summary data is available for this year.$64.9$35.3$29.6$26.9$23.8$3.14
2016Summary only. Only limited summary data is available for this year.$62.4$35.9$26.4$24.7$22.6$2.14
2015Summary only. Only limited summary data is available for this year.$62.2$37.9$24.3$21.3$20.3$0.99
2014Summary only. Only limited summary data is available for this year.$53.2$29.9$23.3$19.8$17.9$1.90
2013Summary only. Only limited summary data is available for this year.$41.6$20.2$21.4$19.7$17.4$2.25
2012Summary only. Only limited summary data is available for this year.$40.1$20.9$19.2$17.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.5$21.4$17.1$16.6
2010Summary only. Only limited summary data is available for this year.$37.2$22.2$15.0$16.7