Civic Intelligence

Bethany Home

990 • Fiscal year 2016 • EIN 42-0698260

Jan 01, 2016 to Dec 31, 2016 • Filed on May 24, 2017

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

40th percentile

0.14x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.33x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

46th percentile

1.4%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$82,464

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

33rd percentile

-1.6%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-0.8%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$13,750,902

Down $216,582 (-1.6%) from 2015

Net Assets

Up

$11,761,619

Up $197,975 (+1.7%) from 2015

Liabilities

Down

$1,989,283

Down $414,557 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin46th percentile

Revenue

Down

$5,986,149

Down $49,105 (-0.8%) from 2015

Expenses

Up

$5,899,382

Up $285,633 (+5.1%) from 2015

Net Income

Down

$86,767

Down $334,738 (-79%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2016

Assets$13,750,902
Liabilities$1,989,283
Net Assets$11,761,619
Open 2016 Filing

Operations Trend

Revenue Growth37th 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

2016

Revenue$5,986,149
Expenses$5,899,382
Net Income$86,767
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 24, 2017
Return Version
2016v3.0
Gross Receipts
$6,534,235
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$11,113,204$10,713,018▼ $400,186
Investments in Publicly Traded Securities$1,770,083$1,813,329▲ $43,246
Cash and Non-Interest-Bearing Accounts$301,725$462,489▲ $160,764
Accounts Receivable$213,032$196,518▼ $16,514
Inventories for Sale or Use$67,973$55,657▼ $12,316
Pledges and Grants Receivable$31,236$0▼ $31,236
Prepaid Expenses and Deferred Charges$20,712$29,525▲ $8,813
Total Assets$13,967,484$13,750,902▼ $216,582
Other Assets Total$449,519$480,366▲ $30,847
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,374,912$1,089,678▼ $285,234
Accounts Payable and Accrued Expenses$482,717$523,135▲ $40,418
Deferred Revenue$543,459$361,558▼ $181,901
Other Liabilities$2,752$14,912▲ $12,160
Total Liabilities$2,403,840$1,989,283▼ $414,557
Net Assets / Fund Balance
Unrestricted Net Assets$11,129,644$11,293,619▲ $163,975
Temporarily Rstr Net Assets$434,000$468,000▲ $34,000
Total Net Assets Fund Balance$11,563,644$11,761,619▲ $197,975
Total Liabilities and Net Assets / Fund Balance$13,967,484$13,750,902▼ $216,582

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,507,384$6,596,451$16,103,835
Equipment$418,861$812,277$1,231,138
Other Land Buildings$121,847$795,353$917,200
Land$664,926-$664,926

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$316,401-▲ $11,908$3,391$324,918
2015$324,381-▼ $4,458$3,522$316,401
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
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WestmarkAdministratorFT$79,857$2,607$82,464

Board Members and Trustees

NameTitle
Gary GuetzkoDirector/ President
Dr Ross MaddenDirector/ Vice President
Anne RoushDirector
Ed BabkaDirector
Jack SmeltzerDirector
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
$17,158
Program Service Revenue
$6,000,457
Investment Income
$-33,952
Other Revenue
$2,486
All Other Contributions
$17,158
Change in Net Assets
$86,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,580,989
Other Expenses$2,318,393
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,084,166$125,287-$3,209,453
Depreciation Depletion$545,090--$545,090
Insurance-$397,776-$397,776
Occupancy$264,127--$264,127
Office Expenses$219,879$29,392-$249,271
Payroll Taxes$223,408$17,567-$240,975
Current Officers, Directors, Trustees, and Key Employees-$82,464-$82,464
Other Expenses$75,444$163,680-$75,444
Other Employee Benefits-$48,097-$48,097
Interest-$45,232-$45,232
Fees for Services Other$42,017$3,017-$45,034
Fees for Services Accounting-$38,540-$38,540
All Other Expenses-$31,726-$31,726
Advertising-$15,598-$15,598
Travel-$9,520-$9,520
Conferences and Meetings-$7,461-$7,461
Fees for Services Legal-$243-$243
Total Functional Expenses$4,883,782$1,015,600$0$5,899,382
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
Other Current Liabilities$12,060
Residents Trust Accounts$2,852
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 11B

“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
Susan Westmark
Title
Administrator
Phone
5635565233
Signed
2017-05-24
Discuss with paid preparer
No

Organization Details

Principal Officer
Susan Westmark
Formed
1924
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
140
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 3,391. Change in value of split-interest agreements 34,000.”

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/InsuranceGrp/ManagementAndGeneralAmt0397776
IRS990/InsuranceGrp/TotalAmt0397776
IRS990/InterestGrp/ManagementAndGeneralAmt045232
IRS990/InterestGrp/TotalAmt045232
IRS990/InventoriesForSaleOrUseGrp/BOYAmt067973
IRS990/InventoriesForSaleOrUseGrp/EOYAmt055657
IRS990/InvestmentExpenseAmt0-12154
IRS990/InvestmentIncomeGrp/ExclusionAmt028266
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028266
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01770083
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01813329
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08204081
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011113204
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010713018
IRS990/LandBldgEquipCostOrOtherBssAmt018917099
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0452
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0547634
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/BOYAmt01374912
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01089678
IRS990/NetAssetsOrFundBalancesBOYAmt011563644
IRS990/NetAssetsOrFundBalancesEOYAmt011761619
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-62218
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-62218
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt085971
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0264127
IRS990/OccupancyGrp/TotalAmt0264127
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029392
IRS990/OfficeExpensesGrp/ProgramServicesAmt0219879
IRS990/OfficeExpensesGrp/TotalAmt0249271
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0449519
IRS990/OtherAssetsTotalGrp/EOYAmt0480366
IRS990/OtherChangesInNetAssetsAmt037391
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048097
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048097
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1PROVIDER TAX
IRS990/OtherExpensesGrp/Desc2NURSING
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0163680
IRS990/OtherExpensesGrp/ProgramServicesAmt0332844
IRS990/OtherExpensesGrp/ProgramServicesAmt196807
IRS990/OtherExpensesGrp/ProgramServicesAmt275444
IRS990/OtherExpensesGrp/TotalAmt0332844
IRS990/OtherExpensesGrp/TotalAmt1163680
IRS990/OtherExpensesGrp/TotalAmt296807
IRS990/OtherExpensesGrp/TotalAmt375444
IRS990/OtherLiabilitiesGrp/BOYAmt02752
IRS990/OtherLiabilitiesGrp/EOYAmt014912
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02486
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02486
IRS990/OtherRevenueTotalAmt02486
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0125287
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03084166
IRS990/OtherSalariesAndWagesGrp/TotalAmt03209453
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017567
IRS990/PayrollTaxesGrp/ProgramServicesAmt0223408
IRS990/PayrollTaxesGrp/TotalAmt0240975
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt031236
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020712
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029525
IRS990/PrincipalOfficerNm0SUSAN WESTMARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623110
IRS990/ProgramServiceRevenueGrp/BusinessCd1623312
IRS990/ProgramServiceRevenueGrp/Desc0NURSING CARE
IRS990/ProgramServiceRevenueGrp/Desc1APARTMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04505655
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11494802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04505655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11494802
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04648
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0248494
IRS990/PYOtherExpensesAmt02186545
IRS990/PYOtherRevenueAmt01413
IRS990/PYProgramServiceRevenueAmt05780699
IRS990/PYRevenuesLessExpensesAmt0421505
IRS990/PYSalariesCompEmpBnftPaidAmt03427204
IRS990/PYTotalExpensesAmt05613749
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06035254
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt086767
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06002943
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt09507384
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06596451
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016103835
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0316401
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0324918
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011908
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03391
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0324381
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0316401
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4458
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03522
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0301207
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0324381
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04312
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0249262
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0301207
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt056372
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04427
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0228968
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0249262
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt025129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04835
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0418861
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0812277
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01231138
IRS990ScheduleD/LandGrp/BookValueAmt0664926
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0664926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0121847
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0795353
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0917200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02852
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112060
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENTS TRUST ACCOUNTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER CURRENT LIABILITIES
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/TotalBookValueLandBuildingsAmt010713018
IRS990ScheduleD/TotalLiabilityAmt014912
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 3,391. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 34,000.
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 11B
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

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,750,902
Liabilities
$1,989,283
Net assets
$11,761,619
Revenue
$5,986,149
Expenses
$5,899,382
Net income
$86,767
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
2016Detailed filing. Detailed filing data is available for this year.$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