Civic Intelligence

Samaritan Bethany Inc.

990 • Fiscal year 2024 • EIN 41-1373420

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 07, 2025

PO Box 5947Rochester, MN 55903-5947

(507) 289-5042

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.97x

Higher debt load relative to assets than 93% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.77x

Higher debt load relative to revenue than 85% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

37th percentile

0.3%

Higher net margin than 37% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$169,210

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

23rd percentile

-1.5%

Faster asset growth than 23% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-6.2%

Faster revenue growth than 21% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$33,517,057

Down $503,835 (-1.5%) from 2023

Net Assets

Up

$1,081,685

Up $238,461 (+28%) from 2023

Liabilities

Down

$32,435,372

Down $742,296 (-2.2%) from 2023

Revenue

Down

$18,329,779

Down $1,204,615 (-6.2%) from 2023

Expenses

Up

$18,276,913

Up $1,330,818 (+7.9%) from 2023

Net Income

Down

$52,866

Down $2,535,433 (-98%) from 2023

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0-$20MAssets 2010: $44,947,379Liabilities 2010: $38,831,333Net Assets 2010: $6,116,0462010Assets 2011: $43,029,806Liabilities 2011: $37,239,081Net Assets 2011: $5,790,7252011Assets 2012: $41,819,845Liabilities 2012: $36,672,826Net Assets 2012: $5,147,0192012Assets 2013: $40,563,783Liabilities 2013: $33,949,203Net Assets 2013: $6,614,5802013Assets 2014: $40,640,969Liabilities 2014: $33,901,894Net Assets 2014: $6,739,0752014Assets 2015: $40,641,403Liabilities 2015: $34,434,309Net Assets 2015: $6,207,0942015Assets 2016: $39,422,733Liabilities 2016: $33,918,081Net Assets 2016: $5,504,6522016Assets 2017: $36,941,896Liabilities 2017: $36,517,852Net Assets 2017: $424,0442017Assets 2018: $36,898,505Liabilities 2018: $36,154,598Net Assets 2018: $743,9072018Assets 2019: $36,456,289Liabilities 2019: $35,728,311Net Assets 2019: $727,9782019Assets 2020: $38,215,066Liabilities 2020: $38,232,556Net Assets 2020: -$17,4902020Assets 2021: $35,223,208Liabilities 2021: $34,514,300Net Assets 2021: $708,9082021Assets 2022: $32,215,412Liabilities 2022: $34,112,813Net Assets 2022: -$1,897,4012022Assets 2023: $34,020,892Liabilities 2023: $33,177,668Net Assets 2023: $843,2242023Assets 2024: $33,517,057Liabilities 2024: $32,435,372Net Assets 2024: $1,081,6852024

Highlighted filing

2024

Assets$33,517,057
Liabilities$32,435,372
Net Assets$1,081,685

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $15,012,4842010Expenses 2011: $16,393,7802011Expenses 2012: $18,475,7902012Expenses 2013: $18,425,8782013Revenue 2014: $19,006,998Expenses 2014: $18,885,005Net Income 2014: $121,9932014Revenue 2015: $17,909,929Expenses 2015: $18,282,728Net Income 2015: -$372,7992015Revenue 2016: $17,940,279Expenses 2016: $18,651,510Net Income 2016: -$711,2312016Revenue 2017: $18,402,272Expenses 2017: $23,583,998Net Income 2017: -$5,181,7262017Revenue 2018: $19,860,798Expenses 2018: $19,528,537Net Income 2018: $332,2612018Revenue 2019: $20,709,827Expenses 2019: $20,367,486Net Income 2019: $342,3412019Revenue 2020: $19,862,737Expenses 2020: $20,618,293Net Income 2020: -$755,5562020Revenue 2021: $19,680,043Expenses 2021: $18,998,682Net Income 2021: $681,3612021Revenue 2022: $15,598,206Expenses 2022: $17,891,864Net Income 2022: -$2,293,6582022Revenue 2023: $19,534,394Expenses 2023: $16,946,095Net Income 2023: $2,588,2992023Revenue 2024: $18,329,779Expenses 2024: $18,276,913Net Income 2024: $52,8662024

Highlighted filing

2024

Revenue$18,329,779
Expenses$18,276,913
Net Income$52,866
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 7, 2025
Return Version
2023v6.0
Gross Receipts
$18,498,522
Mission and Program Overview

Mission

To provide housing, nursing care and related services to residents of a nursing home and an apartment complex complete with assisted living and memory care for the elderly.

To provide housing, nursing care and related services for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$23,046,090$22,184,994▼ $861,096
Savings and Temporary Cash Investments$3,680,300$3,374,194▼ $306,106
Investments in Publicly Traded Securities$1,914,982$2,258,237▲ $343,255
Accounts Receivable$1,186,881$1,511,001▲ $324,120
Cash and Non-Interest-Bearing Accounts$632,063$506,103▼ $125,960
Investments Other Securities$226,902$276,202▲ $49,300
Prepaid Expenses and Deferred Charges$170,079$187,333▲ $17,254
Inventories for Sale or Use$91,167$116,273▲ $25,106
Total Assets$34,020,892$33,517,057▼ $503,835
Other Assets Total$3,072,428$3,102,720▲ $30,292
Liabilities
Tax Exempt Bond Liabilities$30,810,489$30,379,701▼ $430,788
Accounts Payable and Accrued Expenses$1,435,194$1,486,064▲ $50,870
Deferred Revenue$369,557$376,819▲ $7,262
Mortgage Notes Payable Secured by Investment Property$372,048$0▼ $372,048
Other Liabilities$190,380$192,788▲ $2,408
Total Liabilities$33,177,668$32,435,372▼ $742,296
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$843,224$1,081,685▲ $238,461
Total Net Assets Fund Balance$843,224$1,081,685▲ $238,461
Total Liabilities and Net Assets / Fund Balance$34,020,892$33,517,057▼ $503,835

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,821,817$16,324,340$36,146,157
Equipment$677,647$3,834,714$4,512,361
Other Land Buildings$1,176,358$1,002,201$2,178,559
Land$509,172-$509,172
Other Assets Org$336,119--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan KnutsonCEO - Part YearFT$138,875$30,335$169,210
Kyla BergAdministrator/co-CEOFT$95,002$25,694$120,696
Brandon MillerCFOFT$107,615$7,439$115,054
Rachael MaxfieldHousing Mgr/co-CEOFT$86,230$16,517$102,747

Board Members and Trustees

NameTitle
Dr Jerry SwansonPresident
John HaugVice President
Bob BeaulieuDirector
Gary ZanderDirector
Joe PhillipsDirector
Karen HartmanDirector
Kirby BakkenDirector
Lisa NordmanDirector
Lori PaulDirector
Pam SchulzeDirector
Rae DunnDirector
Bev MoravecSecretary
Laurie DeyoungSecretary - Part Year
Terry BirdTreasurer
Jerad FaudiTreasurer - Part Year

Highest Paid Contractors

ContractorServicesLocationCompensation
Select Rehabilitation LLCContracted TherapyPO BOX 71985, Chicago, IL 60694$897,750
Grapetree Medical Staffing LLCContracted Temporary LaborPO BOX 5340, Sioux Falls, SD 57117$829,862
EshyftContracted Temporary LaborPO BOX 5935, Troy, MI 48007$723,428
Revenue and Support

Revenue Composition

Contributions and Grants
$737,952
Program Service Revenue
$16,611,582
Investment Income
$547,385
Other Revenue
$432,860
All Other Contributions
$721,349
Change in Net Assets
$52,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,478,135
Salaries, Compensation, and Employee Benefits$8,798,778
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,643,732$296,352-$6,940,084
Fees for Services Other$2,002,068$157,134-$2,159,202
Interest$1,426,462--$1,426,462
Depreciation Depletion$1,209,245--$1,209,245
Fees for Services Management-$932,055-$932,055
Other Employee Benefits$551,046$210,996-$762,042
Occupancy$605,522$32,752-$638,274
Payroll Taxes$377,749$151,193-$528,942
All Other Expenses$557,024$-50,139-$506,885
Current Officers, Directors, Trustees, and Key Employees$106,012$297,544-$403,556
Insurance-$270,811-$270,811
Other Expenses$360,320$253,673-$253,673
Pension Plan Contributions$127,753$36,401-$164,154
Conferences and Meetings$55,346$30,088-$85,434
Fees for Services Legal-$62,136-$62,136
Office Expenses$14,760$35,589-$50,349
Fees for Services Accounting-$45,820-$45,820
Travel$165$12,770-$12,935
Information Technology-$10,533-$10,533
Advertising-$9,609-$9,609
Fees for Service Investment Mgmnt Fees-$-8,675-$-8,675
Total Functional Expenses$15,490,271$2,786,642$0$18,276,913
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
Security Deposits$148,104
Fin 47 Retirement Obligation$38,462
RESIDENT'S CASH$6,222

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Rochester Mn2017-08-28$34,775,000Refinance 2009 bond issue - 2017 bonds payable

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$34,775,000$57,212$4,965,000$719,844

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization does not have any committees that have authority to act on behalf of the governing body.

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

Finance committee reviews form 990 and presents to the board of directors prior to submission to the internal revenue service.

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

The co-ceos are aware of the directors, officers and key employees interests and continuously monitors them. Should something come up and a vote is required, that person is asked to state their position and is asked to abstain from voting and/or excused from the room for the vote.

Form 990, Part VI, Section B, Line 15

The process used to set the administrator's, ceo's and cfo's annual salary is based on a combination of comparison to comparable organizations through use of our trade organization's annual compensation survey and attainment in the current year of predefined performance objectives set for the administrator, co-ceos and cfo personally and the organization. Also, the state of minnesota has in most years determined an amount of pay increase, if any, that can be given to employees and we have also considered this amount in determining top management compensation. This process is normally done prior to the fiscal year start of october 1st each year. The process described here was last completed in 2024.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Samaritan Bethany Inc
EIN
41-1373420
Phone
5072895042
Address
PO BOX 5947, ROCHESTER, MN 55903-5947

Signing Officer

Name
Kyla Berg
Title
Co-CEO/mission Leader
Phone
5072895042
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kyla Berg
Formed
1971
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
276
Volunteers
100

Preparer

Firm
Cliftonlarsonallen Llp
Address
2689 COMMERCE DRIVE NW SUITE 201, ROCHESTER, MN 55901
Preparer
Katherine Lutzke CPA
Phone
5072802300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracted services: program service expenses 1,941,308. Management and general expenses 157,134. Fundraising expenses 0. Total expenses 2,098,442. Lab & x-ray expense: program service expenses 29,937. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,937. Consultant expense: program service expenses 30,823. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,823.

Financial Statement Notes

PART III, LINE 4:

Samaritan bethany's mission is to create a caring environment that enhances the quality of life of those we serve. Research clearly shows that art produces a positive emotional benefit and increases sense of well-being when displayed in a healthcare environment. Sbi wants to stimulate the mind and inspire people to use their imagination by displaying a diversity of art forms from local artisans. Most residents are not able to experience art on a regular basis due to multiple physical and socio-economic issues. Sbi is exposing all who enter our public areas to professional quality art. Individuals experience the art as they go through the various buildings in our facility. No one needs to make a special trip to an art gallery or museum. There are no barriers regarding age, ethnicity, gender or physical limitations for viewers or artists. The artwork displayed stimulates interest in this region's artists and promotes a healthy living environment for everyone. Through a survey of our residents, we have learned that the artwork has created an environment that is pleasing and stimuilating to the residents. The art brings back meaningful and positive memories for them and in many cases lead to stories about the subject matter and their experiences with the subject matter.

PART X, LINE 2:

Both samaritan bethany, inc. And samaritan bethany foundation have been granted exempt status relative to federal and minnesota corporate income taxes under section 501(c)(3) of the internal revenue code and applicable state codes. Both organizations follow the income tax standard for uncertain tax positions. No liability has been recognized by either as a result of this standard. Both organizations file as tax-exempt organizations. Should that status be challenged in the future, all years since inception could be subject to review by the irs.

Raw XML AppendixShowing 400 of 767 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01435194
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01486064
IRS990/AccountsReceivableGrp/BOYAmt01186881
IRS990/AccountsReceivableGrp/EOYAmt01511001
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HOUSING, NURSING CARE AND RELATED SERVICES FOR THE ELDERLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt09609
IRS990/AdvertisingGrp/TotalAmt09609
IRS990/AllOtherContributionsAmt0721349
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-50139
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0557024
IRS990/AllOtherExpensesGrp/TotalAmt0506885
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRANDON MILLER
IRS990/BooksInCareOfDetail/PhoneNum05072895042
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5947
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0559035947
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0632063
IRS990/CashNonInterestBearingGrp/EOYAmt0506103
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0297544
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0106012
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0403556
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt030088
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt055346
IRS990/ConferencesMeetingsGrp/TotalAmt085434
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0897750
IRS990/ContractorCompensationGrp/CompensationAmt1829862
IRS990/ContractorCompensationGrp/CompensationAmt2723428
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 71985
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 5340
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 5935
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SIOUX FALLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2TROY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1SD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060694
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd157117
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd248007
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SELECT REHABILITATION LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1GRAPETREE MEDICAL STAFFING LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ESHYFT
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACTED THERAPY
IRS990/ContractorCompensationGrp/ServicesDesc1CONTRACTED TEMPORARY LABOR
IRS990/ContractorCompensationGrp/ServicesDesc2CONTRACTED TEMPORARY LABOR
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0737952
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0547385
IRS990/CYOtherExpensesAmt09478135
IRS990/CYOtherRevenueAmt0432860
IRS990/CYProgramServiceRevenueAmt016611582
IRS990/CYRevenuesLessExpensesAmt052866
IRS990/CYSalariesCompEmpBnftPaidAmt08798778
IRS990/CYTotalExpensesAmt018276913
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018329779
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0369557
IRS990/DeferredRevenueGrp/EOYAmt0376819
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01209245
IRS990/DepreciationDepletionGrp/TotalAmt01209245
IRS990/Desc0PROVIDING HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY IN THE ROCHESTER, MINNESOTA AREA. THE HOME IS LICENSED FOR 182 NURSING HOME BEDS WITH 155 ACTIVE AND ARBOR TERRACE HAS 83 APARTMENT UNITS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0276
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd01
IRS990/ExpenseAmt015490271
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045820
IRS990/FeesForServicesAccountingGrp/TotalAmt045820
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt062136
IRS990/FeesForServicesLegalGrp/TotalAmt062136
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0932055
IRS990/FeesForServicesManagementGrp/TotalAmt0932055
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0157134
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02002068
IRS990/FeesForServicesOtherGrp/TotalAmt02159202
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0-8675
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0-8675
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1529206
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt167439
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1725694
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1816517
IRS990/Form990PartVIISectionAGrp/PersonNm0DR JERRY SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN HAUG
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRY BIRD
IRS990/Form990PartVIISectionAGrp/PersonNm3BEV MORAVEC
IRS990/Form990PartVIISectionAGrp/PersonNm4JERAD FAUDI
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURIE DEYOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm6RAE DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm7KAREN HARTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8LISA NORDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9LORI PAUL
IRS990/Form990PartVIISectionAGrp/PersonNm10GARY ZANDER
IRS990/Form990PartVIISectionAGrp/PersonNm11PAM SCHULZE
IRS990/Form990PartVIISectionAGrp/PersonNm12KIRBY BAKKEN
IRS990/Form990PartVIISectionAGrp/PersonNm13BOB BEAULIEU
IRS990/Form990PartVIISectionAGrp/PersonNm14JOE PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm15SUSAN KNUTSON
IRS990/Form990PartVIISectionAGrp/PersonNm16BRANDON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm17KYLA BERG
IRS990/Form990PartVIISectionAGrp/PersonNm18RACHAEL MAXFIELD
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15140004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16107615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1795002
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1886230
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17ADMINISTRATOR/CO-CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18HOUSING MGR/CO-CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt06800
IRS990/GainOrLossGrp/SecuritiesAmt0160353
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt06800
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0189042
IRS990/GrossReceiptsAmt018498522
IRS990/GrossRentsGrp/RealAmt0276146
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010533
IRS990/InformationTechnologyGrp/TotalAmt010533
IRS990/InsuranceGrp/ManagementAndGeneralAmt0270811
IRS990/InsuranceGrp/TotalAmt0270811
IRS990/InterestGrp/ProgramServicesAmt01426462
IRS990/InterestGrp/TotalAmt01426462
IRS990/InventoriesForSaleOrUseGrp/BOYAmt091167
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0116273
IRS990/InvestmentIncomeGrp/ExclusionAmt0380232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0380232
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0226902
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0276202
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01914982
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02258237
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021161255
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023046090
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022184994
IRS990/LandBldgEquipCostOrOtherBssAmt043346249
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028689
IRS990/LessRentalExpensesGrp/RealAmt0140054
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0372048
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0843224
IRS990/NetAssetsOrFundBalancesEOYAmt01081685
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0167153
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0167153
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0145113
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0136092
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-9021
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0185595
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0843224
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01081685
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt032752
IRS990/OccupancyGrp/ProgramServicesAmt0605522
IRS990/OccupancyGrp/TotalAmt0638274
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035589
IRS990/OfficeExpensesGrp/ProgramServicesAmt014760
IRS990/OfficeExpensesGrp/TotalAmt050349
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03072428
IRS990/OtherAssetsTotalGrp/EOYAmt03102720
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0210996
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0551046
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0762042
IRS990/OtherExpensesGrp/Desc0THERAPY EXPENSE
IRS990/OtherExpensesGrp/Desc1FOOD COSTS
IRS990/OtherExpensesGrp/Desc2MEDICAL CARE SURCHARGE
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0253673
IRS990/OtherExpensesGrp/ProgramServicesAmt0893584
IRS990/OtherExpensesGrp/ProgramServicesAmt1559483
IRS990/OtherExpensesGrp/ProgramServicesAmt2360320
IRS990/OtherExpensesGrp/TotalAmt0893584
IRS990/OtherExpensesGrp/TotalAmt1559483
IRS990/OtherExpensesGrp/TotalAmt2360320
IRS990/OtherExpensesGrp/TotalAmt3253673
IRS990/OtherLiabilitiesGrp/BOYAmt0190380
IRS990/OtherLiabilitiesGrp/EOYAmt0192788
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MEAL INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0279957
IRS990/OtherRevenueMiscGrp/ExclusionAmt116811
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0279957
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116811
IRS990/OtherRevenueTotalAmt0296768
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0296352
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06643732
IRS990/OtherSalariesAndWagesGrp/TotalAmt06940084
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0151193
IRS990/PayrollTaxesGrp/ProgramServicesAmt0377749
IRS990/PayrollTaxesGrp/TotalAmt0528942
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt036401
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0127753

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.5$32.4$1.08$18.3$18.3$0.05
2023Summary only. Only limited summary data is available for this year.$34.0$33.2$0.84$19.5$16.9$2.59
2022Summary only. Only limited summary data is available for this year.$32.2$34.1$1.90$15.6$17.9$2.29
2021Summary only. Only limited summary data is available for this year.$35.2$34.5$0.71$19.7$19.0$0.68
2020Summary only. Only limited summary data is available for this year.$38.2$38.2$0.02$19.9$20.6$0.76
2019Summary only. Only limited summary data is available for this year.$36.5$35.7$0.73$20.7$20.4$0.34
2018Summary only. Only limited summary data is available for this year.$36.9$36.2$0.74$19.9$19.5$0.33
2017Summary only. Only limited summary data is available for this year.$36.9$36.5$0.42$18.4$23.6$5.18
2016Summary only. Only limited summary data is available for this year.$39.4$33.9$5.50$17.9$18.7$0.71
2015Summary only. Only limited summary data is available for this year.$40.6$34.4$6.21$17.9$18.3$0.37
2014Summary only. Only limited summary data is available for this year.$40.6$33.9$6.74$19.0$18.9$0.12
2013Summary only. Only limited summary data is available for this year.$40.6$33.9$6.61$18.4
2012Summary only. Only limited summary data is available for this year.$41.8$36.7$5.15$18.5
2011Summary only. Only limited summary data is available for this year.$43.0$37.2$5.79$16.4
2010Summary only. Only limited summary data is available for this year.$44.9$38.8$6.12$15.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $25M-$50M nonprofits