Civic Intelligence

Bethesda

990T • Fiscal year 2021 • EIN 41-0693843

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 11, 2022

Organization ProfileWWW.BETHESDAWILLMAR.COM

View Organization Page

901 SE Willmar AvenueWillmar, MN 56201

(320) 235-9532

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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

Latest loaded filing

2024

Assets$91,777,616
Liabilities$43,970,994
Net Assets$47,806,622
Open 2024 Filing

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

Latest loaded filing

2024

Revenue$42,703,512
Expenses$37,693,801
Net Income$5,009,711
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 11, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

We seek daily to earn your trust through excellent service by creating quality health, housing, and home based choices primarily for older adults.

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
2022-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Cory Rutledge
Phone
6123764500
Raw XML Appendix148 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.

Path#Value
IRS4562/BusinessOrActivityTxt0ENRICHMENT CENTER - CAFE
IRS4562/BusinessOrActivityTxt1ENRICHMENT CENTER GIFT SHOP
IRS4562/MaximumDollarLimitationAmt01040000
IRS4562/MaximumDollarLimitationAmt11040000
IRS4562/ThresholdCostOfSect179PropAmt02590000
IRS4562/ThresholdCostOfSect179PropAmt12590000
IRS4562/TotalDepreciationAmt024862
IRS4562/TotalDepreciationAmt12762
IRS990T/BooksInCareOfDetail/PersonNm0ASHLEY BORMANN
IRS990T/BooksInCareOfDetail/PhoneNum03202145662
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0901 SE WILLMAR AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WILLMAR
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd056201
IRS990T/BookValueAssetsEOYAmt073193100
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/DepreciationNetAmt05524
IRS990TScheduleA/DepreciationNetAmt149724
IRS990TScheduleA/EmployeeBenefitProgramAmt0553
IRS990TScheduleA/EmployeeBenefitProgramAmt11408
IRS990TScheduleA/GrossProfitAmt0434
IRS990TScheduleA/GrossProfitAmt17408
IRS990TScheduleA/GrossReceiptsOrSalesAmt0434
IRS990TScheduleA/GrossReceiptsOrSalesAmt17408
IRS990TScheduleA/InterestDeductionAmt01219
IRS990TScheduleA/InterestDeductionAmt110970
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0434
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt17408
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0TAMALA GJERDE
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm1ASHLEY BORMANN
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm2TAMALA GJERDE
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm3ASHLEY BORMANN
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.01000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct10.05000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct20.50000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct30.25000
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0FINANCE DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt1ADMINISTRATOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt2FINANCE DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt3ADMINISTRATOR
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt0514
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt16439
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt2496
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt35049
IRS990TScheduleA/OtherDeductionsAmt0364
IRS990TScheduleA/OtherDeductionsAmt17067
IRS990TScheduleA/PrincipalBusinessActivityCd0453220
IRS990TScheduleA/PrincipalBusinessActivityCd1722513
IRS990TScheduleA/SalariesAndWagesAmt05075
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt09768
IRS990TScheduleA/TotalDeductionsAmt179789
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDepreciationAmt05524
IRS990TScheduleA/TotalDepreciationAmt149724
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt06953
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt15545
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0434
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt17408
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0434
IRS990TScheduleA/TotUnrltTrdBusIncmAmt17408
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0ENRICHMENT CENTER GIFT SHOP
IRS990TScheduleA/TradeOrBusinessDesc1ENRICHMENT CENTER - CAFE
IRS990TScheduleA/UBIBeforeNOLDedAmt0-9334
IRS990TScheduleA/UBIBeforeNOLDedAmt1-72381
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-9334
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-72381
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE HAEFNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03202359532
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETHESDA
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0410693843
ReturnHeader/Filer/PhoneNum03202359532
ReturnHeader/Filer/USAddress/AddressLine1Txt0901 SE WILLMAR AVENUE
ReturnHeader/Filer/USAddress/CityNm0WILLMAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 S 6TH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORY RUTLEDGE
ReturnHeader/ReturnTs02022-08-11T19:43:13-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAEFNER
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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