Civic Intelligence

Bethesda

990 • Fiscal year 2015 • EIN 41-0693843

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 09, 2016

901 SE Willmar AvenueWillmar, MN 56201

(320) 235-9532

Siviq Scores

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

Liabilities / Assets

80th percentile

0.66x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.91x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

25th percentile

-2.6%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$207,292

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

75th percentile

9.4%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-16%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$22,838,696

Up $1,965,652 (+9.4%) from 2014

Net Assets

Down

$7,758,770

Down $458,062 (-5.6%) from 2014

Liabilities

Up

$15,079,926

Up $2,423,714 (+19%) from 2014

Revenue

Down

$16,609,701

Down $3,081,118 (-16%) from 2014

Expenses

Down

$17,042,901

Down $311,556 (-1.8%) from 2014

Net Income

Down

-$433,200

Down $2,769,562 (-119%) from 2014

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $23,006,789Liabilities 2010: $17,106,156Net Assets 2010: $5,900,6332010Assets 2011: $21,950,057Liabilities 2011: $16,310,576Net Assets 2011: $5,639,4812011Assets 2012: $19,382,796Liabilities 2012: $13,820,125Net Assets 2012: $5,562,6712012Assets 2013: $19,106,806Liabilities 2013: $13,154,191Net Assets 2013: $5,952,6152013Assets 2014: $20,873,044Liabilities 2014: $12,656,212Net Assets 2014: $8,216,8322014Assets 2015: $22,838,696Liabilities 2015: $15,079,926Net Assets 2015: $7,758,7702015Assets 2016: $38,367,492Liabilities 2016: $30,719,293Net Assets 2016: $7,648,1992016Assets 2017: $39,939,299Liabilities 2017: $29,409,549Net Assets 2017: $10,529,7502017Assets 2018: $45,329,344Liabilities 2018: $30,609,511Net Assets 2018: $14,719,8332018Assets 2019: $48,673,435Liabilities 2019: $30,616,548Net Assets 2019: $18,056,8872019Assets 2020: $55,354,100Liabilities 2020: $34,541,621Net Assets 2020: $20,812,4792020Assets 2021: $73,193,100Liabilities 2021: $44,675,572Net Assets 2021: $28,517,5282021Assets 2022: $74,888,155Liabilities 2022: $41,841,673Net Assets 2022: $33,046,4822022Assets 2023: $85,805,822Liabilities 2023: $43,152,178Net Assets 2023: $42,653,6442023Assets 2024: $91,777,616Liabilities 2024: $43,970,994Net Assets 2024: $47,806,6222024

Highlighted filing

2015

Assets$22,838,696
Liabilities$15,079,926
Net Assets$7,758,770

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $15,860,3642010Expenses 2011: $16,910,2642011Expenses 2012: $16,400,9612012Revenue 2013: $17,144,716Expenses 2013: $16,774,640Net Income 2013: $370,0762013Revenue 2014: $19,690,819Expenses 2014: $17,354,457Net Income 2014: $2,336,3622014Revenue 2015: $16,609,701Expenses 2015: $17,042,901Net Income 2015: -$433,2002015Revenue 2016: $17,133,574Expenses 2016: $17,394,805Net Income 2016: -$261,2312016Revenue 2017: $22,533,143Expenses 2017: $20,981,152Net Income 2017: $1,551,9912017Revenue 2018: $27,368,050Expenses 2018: $22,098,341Net Income 2018: $5,269,7092018Revenue 2019: $27,750,959Expenses 2019: $24,465,507Net Income 2019: $3,285,4522019Revenue 2020: $29,361,334Expenses 2020: $26,523,028Net Income 2020: $2,838,3062020Revenue 2021: $31,566,689Expenses 2021: $24,782,633Net Income 2021: $6,784,0562021Revenue 2022: $30,896,178Expenses 2022: $28,644,727Net Income 2022: $2,251,4512022Revenue 2023: $40,921,531Expenses 2023: $30,802,541Net Income 2023: $10,118,9902023Revenue 2024: $42,703,512Expenses 2024: $37,693,801Net Income 2024: $5,009,7112024

Highlighted filing

2015

Revenue$16,609,701
Expenses$17,042,901
Net Income-$433,200
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 9, 2016
Return Version
2014v6.0
Gross Receipts
$16,815,340
Mission and Program Overview

Mission

Serving others together in faith, community, and life.

To provide housing and nursing services to the elderly and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,044,036$17,953,369▲ $3,909,333
Investments in Publicly Traded Securities$2,521,979$1,568,369▼ $953,610
Intangible Assets$1,048,997$1,013,987▼ $35,010
Accounts Receivable$921,862$924,810▲ $2,948
Savings and Temporary Cash Investments$1,744,510$921,033▼ $823,477
Investments Other Securities$342,800$342,800→ $0
Prepaid Expenses and Deferred Charges$183,347$56,604▼ $126,743
Total Assets$20,873,044$22,838,696▲ $1,965,652
Other Assets Total$65,513$57,724▼ $7,789
Liabilities
Tax Exempt Bond Liabilities$10,607,657$9,943,978▼ $663,679
Accounts Payable and Accrued Expenses$1,439,950$2,415,855▲ $975,905
Mortgage Notes Payable Secured by Investment Property$0$2,146,085▲ $2,146,085
Other Liabilities$590,641$554,544▼ $36,097
Escrow Account Liability$17,964$19,464▲ $1,500
Total Liabilities$12,656,212$15,079,926▲ $2,423,714
Net Assets / Fund Balance
Unrestricted Net Assets$8,216,832$7,758,770▼ $458,062
Total Net Assets Fund Balance$8,216,832$7,758,770▼ $458,062
Total Liabilities and Net Assets / Fund Balance$20,873,044$22,838,696▲ $1,965,652

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,113,550$11,027,694$21,141,244
Other Land Buildings$5,848,294-$5,848,294
Equipment$1,084,770$3,611,876$4,696,646
Land$906,755-$906,755
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle HaefnerCEOPT$198,986$8,306$207,292
Brandon PietschAdministratorPT$101,744$1,749$103,493
Alana ZiehlDirector of AccountingPT$75,085$7,951$83,036
Ashley BormannAdministratorPT$68,935$2,169$71,104

Board Members and Trustees

NameTitle
Carla LagerstedtChair
Larry KnutsonPast Board Chair
Richard LarsonVice Chair
Carole VennerstromBoard Member
Chuck OttBoard Member
Nathan StreedBoard Member
Pastor Mary HovlandBoard Member
Ray PoageBoard Member
Steve RenquistBoard Member
Vivian OlsenBoard Member
Karol MarkfelderSecretary
Marlin HenjumTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Pro RehabTherapy Services200 LEWIS AVE S STE 210, Watertown, MN 55388$792,554
A'viandsNutrition Services1751 W COUNTY ROAD B, Roseville, MN 55113$641,547
SyntaxComputer Consulting Services1295 BANDANA BLVD N STE 125, St Paul, MN 55108$137,803
Revenue and Support

Revenue Composition

Contributions and Grants
$42,578
Program Service Revenue
$16,229,880
Investment Income
$45,930
Other Revenue
$291,313
Change in Net Assets
$-433,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,483,379
Other Expenses$6,559,522
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,179,267$280,548-$8,459,815
Fees for Services Other$951,781$65,963-$1,017,744
Depreciation Depletion$848,734$31,668-$880,402
Other Employee Benefits$740,142$62,827-$802,969
Payroll Taxes$612,856$52,022-$664,878
Occupancy$489,010$41,235-$530,245
Current Officers, Directors, Trustees, and Key Employees-$413,750-$413,750
Office Expenses$244,564$168,808-$413,372
Interest$369,745$13,796-$383,541
All Other Expenses$253,589$198-$253,787
Other Expenses$220,452$7,811-$228,263
Insurance$167,511$6,250-$173,761
Information Technology-$145,550-$145,550
Pension Plan Contributions$130,859$11,108-$141,967
Fees for Services Accounting-$133,605-$133,605
Conferences and Meetings-$71,266-$71,266
Advertising$43,558$1,625-$45,183
Fees for Services Legal-$42,632-$42,632
Travel$13,126--$13,126
Fees for Service Investment Mgmnt Fees-$9,147-$9,147
Total Functional Expenses$15,476,088$1,566,813$0$17,042,901
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Related Party$554,544

Bond Issues

BondIssuerIssuedIssue PricePurpose
BCity of Willmar Minnesota2012-06-01$10,000,000Issued to refund prior issuance of series 1998, 2004a, & 2009 revenue bonds
ACity of Olivia Minnesota2008-04-22$2,008,000Issued to refund prior issuance of series 2001 revenue bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$10,000,000$9,947,500$1,491,085$52,500
A$2,008,000$1,967,989$572,937$40,011

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The organization has an executive committee which consists of the officers of the board of directors and one additional board member. This committee only acts in the interval between meetings of the board of directors and at all times is subject to the control and direction of the full board of directors.

Form 990, Part VI, Section A, Line 6

The organization has two classes of membership. Membership consists of congregations of christian churches which have applied for membership and are approved by the board of directors. It also consists of individual members who are in good standing at the time of the adoption of the bylaws, and additional individual members who are members and are in good standing of any christian church congregation. Their membership must be approved by the board of directors. Each congregation shall be entitled to three voting delegates. Congregations with more than 500 confirmed members will be entitled to four voting delegates. Each voting delegate is entitled to one vote at all annual meetings.

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

Each delegate is entitled to one vote at all annual meetings on the election of the board members.

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

Amendments to the articles of incorporation and bylaws of bethesda must be approved by the members.

Form 990, Part VI, Section B, Line 11

The ceo and director of accounting have reviewed the form 990. The final form 990 was emailed to the board members prior to a board meeting where at that time the board gave the final approval of the form 990.

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

The conflict of interest policy covers the key employees and board of directors. The ceo reviews the annual disclosures for conflicts and determines if one exists. If a conflict of interest exists, that individual must abstain from voting on the item in conflict.

Form 990, Part VI, Section B, Line 15A

The compensation of the ceo is reviewed by the executive board committee. They use an internal scale which is based off of comparability data and is substantiated in their meeting notes.

Form 990, Part VI, Section C, Line 19

The organization makes it's governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Bethesda
EIN
41-0693843
Phone
3202359532
Address
901 SE WILLMAR AVENUE, WILLMAR, MN 56201

Signing Officer

Name
Michelle Haefner
Title
CEO
Phone
3202359532
Signed
2016-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Haefner
Formed
1897
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
659
Volunteers
73

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Kacie Mcewen
Phone
6123764500
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

Resident trust funds represent funds held by the organization on behalf of their residents. Security deposits are held as collateral for damages to rooms.

PART X, LINE 2:

The corporation has been recognized by the internal revenue service as exempt from federal income taxes under internal revenue code section 501(c)(3); accordingly, no provision for income taxes has been made in the accompanying financial statements. The corporation's annual tax filings are subject to review by federal, state, and local authorities. The corporation is not aware of any activities that would jeopardize its tax-exempt status. The corporation is not aware of any activities that are subject to tax on unrelated business income or excise other taxes.

Raw XML AppendixShowing 400 of 788 raw XML fields

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/Desc0BETHESDA HEALTH AND HOUSING IS LOCATED IN WILLMAR, MINNESOTA. IT OPERATES EXCLUSIVELY TO PROMOTE HEALTH, RELIGIOUS, AND GENERAL SOCIAL WELFARE OF PHYSICALLY AND MENTALLY DISADVANTAGED PERSONS, PRIMARILY THE ELDERLY. SERVICES ARE PROVIDED THROUGH PLEASANT VIEW, HERITAGE CENTER, PARK VIEW VILLAGE, HOME HEALTH, AND ADULT DAY CARE SERVICES. BETHESDA PROVIDES LONG-TERM SKILLED CARE THROUGH TWO SKILLED NURSING HOMES, PLEASANT VIEW AND HERITAGE CENTER. PLEASANT VIEW IS A 123-BED LONG-TERM SKILLED NURSING HOME THAT PROVIDES A SPECIALIZED MEMORY LOSS CARE UNIT AND A SHORT-TERM REHABILITATION UNIT. HERITAGE CENTER IS A 125-BED LONG-TERM SKILLED NURSING HOME WHICH PROVIDES A SHORT-TERM REHABILITATION UNIT. FOR THE YEAR ENDED SEPTEMBER 30, 2015, BETHESDA HAD 80,782 RESIDENT DAYS AND 89% OCCUPANCY.
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IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt128306
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt137951
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt142169
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt151749
IRS990/Form990PartVIISectionAGrp/PersonNm0CARLA LAGERSTEDT
IRS990/Form990PartVIISectionAGrp/PersonNm1LARRY KNUTSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm3KAROL MARKFELDER
IRS990/Form990PartVIISectionAGrp/PersonNm4MARLIN HENJUM
IRS990/Form990PartVIISectionAGrp/PersonNm5PASTOR MARY HOVLAND
IRS990/Form990PartVIISectionAGrp/PersonNm6VIVIAN OLSEN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHUCK OTT
IRS990/Form990PartVIISectionAGrp/PersonNm8RAY POAGE
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE RENQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm10NATHAN STREED
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROLE VENNERSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHELLE HAEFNER
IRS990/Form990PartVIISectionAGrp/PersonNm13ALANA ZIEHL
IRS990/Form990PartVIISectionAGrp/PersonNm14ASHLEY BORMANN
IRS990/Form990PartVIISectionAGrp/PersonNm15BRANDON PIETSCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12198986
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1375085
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1468935
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15101744
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt14ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01897
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt09242
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt036180
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0214881
IRS990/GrossReceiptsAmt016815340
IRS990/GrossRentsGrp/RealAmt011741
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0145550
IRS990/InformationTechnologyGrp/TotalAmt0145550
IRS990/InsuranceGrp/ManagementAndGeneralAmt06250
IRS990/InsuranceGrp/ProgramServicesAmt0167511
IRS990/InsuranceGrp/TotalAmt0173761
IRS990/IntangibleAssetsGrp/BOYAmt01048997
IRS990/IntangibleAssetsGrp/EOYAmt01013987
IRS990/InterestGrp/ManagementAndGeneralAmt013796
IRS990/InterestGrp/ProgramServicesAmt0369745
IRS990/InterestGrp/TotalAmt0383541
IRS990/InvestmentIncomeGrp/ExclusionAmt036688
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036688
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0342800
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0342800
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02521979
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01568369
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014639570
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014044036
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017953369
IRS990/LandBldgEquipCostOrOtherBssAmt032592939
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0205639
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE SEEK DAILY TO EARN YOUR TRUST THROUGH EXCELLENT SERVICE BY CREATING QUALITY HEALTH, HOUSING, AND HOME BASED CHOICES PRIMARILY FOR OLDER ADULTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02146085
IRS990/NetAssetsOrFundBalancesBOYAmt08216832
IRS990/NetAssetsOrFundBalancesEOYAmt07758770
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09242
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09242
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt011741
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt011741
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-24862
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt041235
IRS990/OccupancyGrp/ProgramServicesAmt0489010
IRS990/OccupancyGrp/TotalAmt0530245
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0168808
IRS990/OfficeExpensesGrp/ProgramServicesAmt0244564
IRS990/OfficeExpensesGrp/TotalAmt0413372
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt065513
IRS990/OtherAssetsTotalGrp/EOYAmt057724
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt062827
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0740142
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0802969
IRS990/OtherExpensesGrp/Desc0LICENSES & SURCHARGES
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07004
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17811
IRS990/OtherExpensesGrp/ProgramServicesAmt0757642
IRS990/OtherExpensesGrp/ProgramServicesAmt1751467
IRS990/OtherExpensesGrp/ProgramServicesAmt2701785
IRS990/OtherExpensesGrp/ProgramServicesAmt3220452
IRS990/OtherExpensesGrp/TotalAmt0764646
IRS990/OtherExpensesGrp/TotalAmt1751467
IRS990/OtherExpensesGrp/TotalAmt2701785
IRS990/OtherExpensesGrp/TotalAmt3228263
IRS990/OtherLiabilitiesGrp/BOYAmt0590641
IRS990/OtherLiabilitiesGrp/EOYAmt0554544
IRS990/OtherRevenueMiscGrp/BusinessCd0722210
IRS990/OtherRevenueMiscGrp/BusinessCd1517000
IRS990/OtherRevenueMiscGrp/Desc0MEALS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0178127
IRS990/OtherRevenueMiscGrp/ExclusionAmt1101445
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0178127
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1101445
IRS990/OtherRevenueTotalAmt0279572
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0280548
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08179267
IRS990/OtherSalariesAndWagesGrp/TotalAmt08459815
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt052022
IRS990/PayrollTaxesGrp/ProgramServicesAmt0612856
IRS990/PayrollTaxesGrp/TotalAmt0664878
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011108
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0130859
IRS990/PensionPlanContributionsGrp/TotalAmt0141967
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0183347
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056604
IRS990/PrincipalOfficerNm0MICHELLE HAEFNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1WELLNESS CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016227402
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016227402
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12478
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME HEALTH SERVICES PROVIDES IN-HOME HEALTH CARE, WHILE ADULT DAY CARE SERVICES PROVIDES DAILY HEALTH CARE SUPPORT TO INDIVIDUALS WHO NEED HELP BUT REMAIN IN THE COMMUNITY. HOME HEALTH PROVIDES IN-HOME SKILLED NURSING, HOME HEALTH AIDE, HOMEMAKER SERVICES, PHYSICAL THERAPY, SPEECH THERAPY, AND OCCUPATIONAL THERAPY. THE ADULT DAY SERVICES INCLUDES HEALTH MONITORING AND EDUCATION, COMMUNITY RESOURCE EDUCATION AND LINKAGE, SOCIAL AND RECREATIONAL ACTIVITIES, CAREGIVERS RESPITE SUPPORT, TRANSPORTATION, AND MEALS. HOME HEALTH SERVED AN AVERAGE OF 85 PATIENTS EACH MONTH AND ADULT DAY SERVICES SERVED 36 CLIENTS A MONTH FOR THE YEAR ENDED SEPTEMBER 30, 2015.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0874122
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01095399
IRS990/ProgSrvcAccomActy3Grp/Desc0PARK VIEW VILLAGE IS A 20-UNIT ASSISTED LIVING FACILITY IN OLIVIA, MN. A 24-HOUR ON-SITE STAFF OFFERS PERSONAL ASSISTANCE, MEDICATION, MONITORING, AND MEALS. FOR THE YEAR ENDED SEPTEMBER 30, 2015, PARK VIEW VILLAGE HAD 17 TENANTS A MONTH AND 85% OCCUPANCY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0522168
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0516800
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CLUB BETHESDA IS A FITNESS CENTER FOR PEOPLE AGES 50 AND OLDER. THE CLUB IS OPEN TO BETHESDA'S RESIDENTS/TENANTS, AS WELL AS COMMUNITY MEMBERS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0262776
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0182525
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02842404
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0155482
IRS990/PYOtherExpensesAmt06609616
IRS990/PYOtherRevenueAmt0260431

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$91.8$44.0$47.8$42.7$37.7$5.01
2023Detailed filing. Detailed filing data is available for this year.$85.8$43.2$42.7$40.9$30.8$10.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.9$41.8$33.0$30.9$28.6$2.25
2021Detailed filing. Detailed filing data is available for this year.$73.2$44.7$28.5$31.6$24.8$6.78
2020Detailed filing. Detailed filing data is available for this year.$55.4$34.5$20.8$29.4$26.5$2.84
2019Detailed filing. Detailed filing data is available for this year.$48.7$30.6$18.1$27.8$24.5$3.29
2018Detailed filing. Detailed filing data is available for this year.$45.3$30.6$14.7$27.4$22.1$5.27
2017Detailed filing. Detailed filing data is available for this year.$39.9$29.4$10.5$22.5$21.0$1.55
2016Detailed filing. Detailed filing data is available for this year.$38.4$30.7$7.65$17.1$17.4$0.26
2015Detailed filing. Detailed filing data is available for this year.$22.8$15.1$7.76$16.6$17.0$0.43
2014Detailed filing. Detailed filing data is available for this year.$20.9$12.7$8.22$19.7$17.4$2.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$13.2$5.95$17.1$16.8$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$13.8$5.56$16.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$16.3$5.64$16.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$17.1$5.90$15.9