Civic Intelligence

Bethany Home

990 • Fiscal year 2014 • EIN 42-0698260

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileBETHANYHOMEDUBUQUE.COM

View Organization Page

1005 Lincoln AvenueDubuque, IA 52001

(563) 556-5233

Siviq Scores

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

Liabilities / Assets

45th percentile

0.20x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.49x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

53rd percentile

3.7%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

20th percentile

$92,780

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

43rd percentile

1.6%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

3.2%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$14,197,212

Up $226,140 (+1.6%) from 2013

Net Assets

Up

$11,402,081

Up $372,356 (+3.4%) from 2013

Liabilities

Down

$2,795,131

Down $146,216 (-5.0%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin53rd percentile

Revenue

Up

$5,662,496

Up $176,749 (+3.2%) from 2013

Expenses

Up

$5,452,785

Up $220,408 (+4.2%) from 2013

Net Income

Down

$209,711

Down $43,659 (-17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,143,328Liabilities 2011: $4,934,294Net Assets 2011: $9,209,0342011Assets 2012: $14,174,004Liabilities 2012: $3,640,734Net Assets 2012: $10,533,2702012Assets 2013: $13,971,072Liabilities 2013: $2,941,347Net Assets 2013: $11,029,7252013Assets 2014: $14,197,212Liabilities 2014: $2,795,131Net Assets 2014: $11,402,0812014Assets 2015: $13,967,484Liabilities 2015: $2,403,840Net Assets 2015: $11,563,6442015Assets 2016: $13,750,902Liabilities 2016: $1,989,283Net Assets 2016: $11,761,6192016Assets 2017: $13,901,931Liabilities 2017: $1,563,591Net Assets 2017: $12,338,3402017Assets 2018: $13,422,565Liabilities 2018: $1,283,345Net Assets 2018: $12,139,2202018Assets 2019: $13,994,393Liabilities 2019: $1,116,624Net Assets 2019: $12,877,7692019Assets 2020: $14,914,048Liabilities 2020: $886,064Net Assets 2020: $14,027,9842020Assets 2021: $15,066,108Liabilities 2021: $851,025Net Assets 2021: $14,215,0832021Assets 2022: $13,968,081Liabilities 2022: $689,352Net Assets 2022: $13,278,7292022Assets 2023: $13,992,031Liabilities 2023: $558,579Net Assets 2023: $13,433,4522023Assets 2024: $14,557,513Liabilities 2024: $493,010Net Assets 2024: $14,064,5032024

Highlighted filing

2014

Assets$14,197,212
Liabilities$2,795,131
Net Assets$11,402,081
Open 2014 Filing

Operations Trend

Revenue Growth46th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,485,778Expenses 2011: $4,548,630Net Income 2011: $937,1482011Expenses 2012: $5,007,3892012Revenue 2013: $5,485,747Expenses 2013: $5,232,377Net Income 2013: $253,3702013Revenue 2014: $5,662,496Expenses 2014: $5,452,785Net Income 2014: $209,7112014Revenue 2015: $6,035,254Expenses 2015: $5,613,749Net Income 2015: $421,5052015Revenue 2016: $5,986,149Expenses 2016: $5,899,382Net Income 2016: $86,7672016Revenue 2017: $6,319,924Expenses 2017: $5,947,184Net Income 2017: $372,7402017Revenue 2018: $6,428,412Expenses 2018: $6,360,063Net Income 2018: $68,3492018Revenue 2019: $7,211,388Expenses 2019: $6,770,388Net Income 2019: $441,0002019Revenue 2020: $9,058,974Expenses 2020: $7,892,335Net Income 2020: $1,166,6392020Revenue 2021: $8,491,963Expenses 2021: $8,230,159Net Income 2021: $261,8042021Revenue 2022: $8,898,925Expenses 2022: $8,964,497Net Income 2022: -$65,5722022Revenue 2023: $9,888,285Expenses 2023: $9,848,265Net Income 2023: $40,0202023Revenue 2024: $10,379,154Expenses 2024: $10,022,575Net Income 2024: $356,5792024

Highlighted filing

2014

Revenue$5,662,496
Expenses$5,452,785
Net Income$209,711
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$5,800,873
Mission and Program Overview

Mission

To provide a homelike ecumenical atmosphere for those persons who are sixty years of age or older.

To provide nursing home care to residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,332,413$11,295,936▼ $36,477
Investments in Publicly Traded Securities$1,445,636$1,790,843▲ $345,207
Savings and Temporary Cash Investments$235,668$350,854▲ $115,186
Accounts Receivable$120,725$104,521▼ $16,204
Pledges and Grants Receivable$195,951$83,256▼ $112,695
Inventories for Sale or Use$65,867$63,840▼ $2,027
Prepaid Expenses and Deferred Charges$45,841$34,878▼ $10,963
Cash and Non-Interest-Bearing Accounts$17,075$26,408▲ $9,333
Total Assets$13,971,072$14,197,212▲ $226,140
Other Assets Total$511,896$446,676▼ $65,220
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,157,211$1,654,963▼ $502,248
Accounts Payable and Accrued Expenses$403,244$674,624▲ $271,380
Deferred Revenue$377,970$463,295▲ $85,325
Other Liabilities$2,922$2,249▼ $673
Total Liabilities$2,941,347$2,795,131▼ $146,216
Net Assets / Fund Balance
Unrestricted Net Assets$10,536,227$10,971,583▲ $435,356
Temporarily Rstr Net Assets$493,498$430,498▼ $63,000
Total Net Assets Fund Balance$11,029,725$11,402,081▲ $372,356
Total Liabilities and Net Assets / Fund Balance$13,971,072$14,197,212▲ $226,140

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,086,270$6,330,811$16,417,081
Equipment$350,376$1,497,401$1,847,777
Other Land Buildings$194,364$951,101$1,145,465
Land$664,926-$664,926

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$301,207-▲ $27,486$4,312$324,381
2013$249,262-▲ $56,372$4,427$301,207
2012$228,968-▲ $25,129$4,835$249,262
2011$233,503-▼ $4,535-$228,968
2010$216,361-▲ $17,142-$233,503
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glinda ManternachAdministratorFT$88,141$4,639$92,780

Board Members and Trustees

NameTitle
Jack SmeltzerDirector/president
Dr Ross MaddenDirector/ Vice President
Gary GuetzkoDirector/ Vice President
Anne RoushDirector
Ed BabkaDirector
Jacquie RothDirector
Jan HayertzDirector
Mark J WillgingDirector
Rev Kenneth BickelDirector
Robert B MillerDirector
Sue ChapmanDirector
Ted BlanchardDirector
Zoe Ann CasperDirector
Ken MillerDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,627
Program Service Revenue
$5,579,161
Investment Income
$51,242
Other Revenue
$5,466
All Other Contributions
$26,627
Change in Net Assets
$209,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,283,200
Other Expenses$2,169,585
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,790,388$118,147-$2,908,535
Depreciation Depletion$501,414--$501,414
Insurance-$410,215-$410,215
Occupancy$265,908--$265,908
Payroll Taxes$219,697$17,431-$237,128
Office Expenses$186,453$36,568-$223,021
Current Officers, Directors, Trustees, and Key Employees-$92,780-$92,780
Interest-$63,726-$63,726
Fees for Services Other$48,067$6,096-$54,163
Other Expenses$53,318$109,119-$53,318
Pension Plan Contributions-$44,757-$44,757
All Other Expenses-$24,623-$24,623
Fees for Services Accounting-$21,760-$21,760
Advertising-$21,597-$21,597
Travel-$17,754-$17,754
Conferences and Meetings-$10,977-$10,977
Fees for Services Legal-$2,420-$2,420
Total Functional Expenses$4,454,815$997,970$0$5,452,785
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
Residents Trust Accounts$2,249
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization reviews form 990 as prepared by the accounting firm that provides audit services. The organization's administrator and bookkeeper will approve the 990 prepared by the accounting firm.”

Form 990, Part VI, Section C, Line 19

“A written or telephone request must be made to the organization's administrator. A nominal copy charge will be collected if copies are requested.”

Filing and Contact Details

Filer

Filer Name
Bethany Home
EIN
42-0698260
Phone
5635565233
Address
1005 LINCOLN AVENUE, DUBUQUE, IA 52001

Signing Officer

Name
Glinda Manternach
Title
Administrator
Phone
5635565233
Signed
2015-05-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Glinda Manternach
Formed
1924
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
150
Volunteers
0

Preparer

Firm
O'CONNOR BROOKS & CO PC
Address
PO BOX 743, DUBUQUE, IA 52004-0743
Preparer
James W Hannan CPA
Phone
5635827224
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer from bethany home foundation 4,312. Change in value of split-interest agreements 58,240.”

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight process or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund held and administered by the bethany home foundation (a related organization) is intended to provide a predictable, regular distribution of funds for use as part of bethany home's operating budget, as well as provide long-term growth of the endowment.”

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

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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0410215
IRS990/InsuranceGrp/TotalAmt0410215
IRS990/InterestGrp/ManagementAndGeneralAmt063726
IRS990/InterestGrp/TotalAmt063726
IRS990/InventoriesForSaleOrUseGrp/BOYAmt065867
IRS990/InventoriesForSaleOrUseGrp/EOYAmt063840
IRS990/InvestmentExpenseAmt0-11834
IRS990/InvestmentIncomeGrp/ExclusionAmt030464
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030464
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01445636
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01790843
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08779313
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011332413
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011295936
IRS990/LandBldgEquipCostOrOtherBssAmt020075249
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0138377
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE A HOMELIKE ECUMENICAL ATMOSPHERE FOR THOSE PERSONS WHO ARE SIXTY YEARS OF AGE OR OLDER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02157211
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01654963
IRS990/NetAssetsOrFundBalancesBOYAmt011029725
IRS990/NetAssetsOrFundBalancesEOYAmt011402081
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020778
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020778
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0126927
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0265908
IRS990/OccupancyGrp/TotalAmt0265908
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036568
IRS990/OfficeExpensesGrp/ProgramServicesAmt0186453
IRS990/OfficeExpensesGrp/TotalAmt0223021
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0511896
IRS990/OtherAssetsTotalGrp/EOYAmt0446676
IRS990/OtherChangesInNetAssetsAmt062552
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1PROVIDER TAX
IRS990/OtherExpensesGrp/Desc2NURSING
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0109119
IRS990/OtherExpensesGrp/ProgramServicesAmt0311532
IRS990/OtherExpensesGrp/ProgramServicesAmt178038
IRS990/OtherExpensesGrp/ProgramServicesAmt253318
IRS990/OtherExpensesGrp/TotalAmt0311532
IRS990/OtherExpensesGrp/TotalAmt1109119
IRS990/OtherExpensesGrp/TotalAmt278038
IRS990/OtherExpensesGrp/TotalAmt353318
IRS990/OtherLiabilitiesGrp/BOYAmt02922
IRS990/OtherLiabilitiesGrp/EOYAmt02249
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05466
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05466
IRS990/OtherRevenueTotalAmt05466
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0118147
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02790388
IRS990/OtherSalariesAndWagesGrp/TotalAmt02908535
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017431
IRS990/PayrollTaxesGrp/ProgramServicesAmt0219697
IRS990/PayrollTaxesGrp/TotalAmt0237128
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt044757
IRS990/PensionPlanContributionsGrp/TotalAmt044757
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0195951
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt083256
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045841
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034878
IRS990/PrincipalOfficerNm0GLINDA MANTERNACH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623110
IRS990/ProgramServiceRevenueGrp/BusinessCd1623312
IRS990/ProgramServiceRevenueGrp/Desc0NURSING CARE
IRS990/ProgramServiceRevenueGrp/Desc1APARTMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04197546
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11381615
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04197546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11381615
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt053541
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt061031
IRS990/PYOtherExpensesAmt02136012
IRS990/PYOtherRevenueAmt01956
IRS990/PYProgramServiceRevenueAmt05369219
IRS990/PYRevenuesLessExpensesAmt0253370
IRS990/PYSalariesCompEmpBnftPaidAmt03096365
IRS990/PYTotalExpensesAmt05232377
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05485747
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0209711
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05584627
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0235668
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0350854
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010086270
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06330811
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016417081
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0301207
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0324381
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt027486
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04312
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0249262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0301207
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt056372
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04427
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0228968
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0249262
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt025129
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04835
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0233503
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0228968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4535
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0216361
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0233503
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017142
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0350376
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01497401
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01847777
IRS990ScheduleD/LandGrp/BookValueAmt0664926
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0664926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0194364
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0951101
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01145465
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02249
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENTS TRUST ACCOUNTS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND HELD AND ADMINISTERED BY THE BETHANY HOME FOUNDATION (A RELATED ORGANIZATION) IS INTENDED TO PROVIDE A PREDICTABLE, REGULAR DISTRIBUTION OF FUNDS FOR USE AS PART OF BETHANY HOME'S OPERATING BUDGET, AS WELL AS PROVIDE LONG-TERM GROWTH OF THE ENDOWMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011295936
IRS990ScheduleD/TotalLiabilityAmt02249
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS FORM 990 AS PREPARED BY THE ACCOUNTING FIRM THAT PROVIDES AUDIT SERVICES. THE ORGANIZATION'S ADMINISTRATOR AND BOOKKEEPER WILL APPROVE THE 990 PREPARED BY THE ACCOUNTING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A WRITTEN OR TELEPHONE REQUEST MUST BE MADE TO THE ORGANIZATION'S ADMINISTRATOR. A NOMINAL COPY CHARGE WILL BE COLLECTED IF COPIES ARE REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER FROM BETHANY HOME FOUNDATION 4,312. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 58,240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BETHANY HOME FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0421391031
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,197,212
Liabilities
$2,795,131
Net assets
$11,402,081
Revenue
$5,662,496
Expenses
$5,452,785
Net income
$209,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.49$14.1$10.4$10.0$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.56$13.4$9.89$9.85$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.69$13.3$8.90$8.96$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.85$14.2$8.49$8.23$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.89$14.0$9.06$7.89$1.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$1.12$12.9$7.21$6.77$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$1.28$12.1$6.43$6.36$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$1.56$12.3$6.32$5.95$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$1.99$11.8$5.99$5.90$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$2.40$11.6$6.04$5.61$0.42
2014Detailed filing. Detailed filing data is available for this year.$14.2$2.80$11.4$5.66$5.45$0.21
2013Detailed filing. Detailed filing data is available for this year.$14.0$2.94$11.0$5.49$5.23$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$3.64$10.5$5.01
2011Summary only. Only limited summary data is available for this year.$14.1$4.93$9.21$5.49$4.55$0.94