Civic Intelligence

Bethany Home

990 • Fiscal year 2017 • EIN 42-0698260

Jan 01, 2017 to Dec 31, 2017 • Filed on May 30, 2018

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

38th percentile

0.11x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.25x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

59th percentile

5.9%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

17th percentile

$74,311

Higher top officer pay than 17% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

37th percentile

1.1%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.6%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$13,901,931

Up $151,029 (+1.1%) from 2016

Net Assets

Up

$12,338,340

Up $576,721 (+4.9%) from 2016

Liabilities

Down

$1,563,591

Down $425,692 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin59th percentile

Revenue

Up

$6,319,924

Up $333,775 (+5.6%) from 2016

Expenses

Up

$5,947,184

Up $47,802 (+0.8%) from 2016

Net Income

Up

$372,740

Up $285,973 (+330%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2017

Assets$13,901,931
Liabilities$1,563,591
Net Assets$12,338,340
Open 2017 Filing

Operations Trend

Revenue Growth53rd 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

2017

Revenue$6,319,924
Expenses$5,947,184
Net Income$372,740
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 30, 2018
Return Version
2017v2.2
Gross Receipts
$7,305,477
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$10,713,018$10,336,666▼ $376,352
Investments in Publicly Traded Securities$1,813,329$2,041,747▲ $228,418
Cash and Non-Interest-Bearing Accounts$462,489$673,976▲ $211,487
Accounts Receivable$196,518$203,352▲ $6,834
Inventories for Sale or Use$55,657$65,909▲ $10,252
Prepaid Expenses and Deferred Charges$29,525$21,874▼ $7,651
Total Assets$13,750,902$13,901,931▲ $151,029
Other Assets Total$480,366$558,407▲ $78,041
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,089,678$834,911▼ $254,767
Accounts Payable and Accrued Expenses$523,135$514,986▼ $8,149
Deferred Revenue$361,558$211,686▼ $149,872
Other Liabilities$14,912$2,008▼ $12,904
Total Liabilities$1,989,283$1,563,591▼ $425,692
Net Assets / Fund Balance
Unrestricted Net Assets$11,293,619$11,772,297▲ $478,678
Temporarily Rstr Net Assets$468,000$566,043▲ $98,043
Total Net Assets Fund Balance$11,761,619$12,338,340▲ $576,721
Total Liabilities and Net Assets / Fund Balance$13,750,902$13,901,931▲ $151,029

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,144,143$6,927,714$16,071,857
Equipment$401,574$924,404$1,325,978
Other Land Buildings$126,023$784,046$910,069
Land$664,926-$664,926

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$324,918-▲ $48,383$4,000$369,301
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
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WestmarkAdministratorFT$73,293$1,018$74,311

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
$18,506
Program Service Revenue
$6,193,179
Investment Income
$106,317
Other Revenue
$1,922
All Other Contributions
$18,506
Change in Net Assets
$372,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,678,574
Other Expenses$2,268,610
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,160,394$141,841-$3,302,235
Depreciation Depletion$547,531--$547,531
Insurance-$406,094-$406,094
Occupancy$260,564--$260,564
Payroll Taxes$233,665$17,114-$250,779
Office Expenses$206,903$34,522-$241,425
Current Officers, Directors, Trustees, and Key Employees-$74,311-$74,311
Other Expenses$61,138$170,264-$61,138
Fees for Services Other$47,312$10,358-$57,670
Other Employee Benefits-$51,249-$51,249
Fees for Services Accounting-$40,079-$40,079
Interest-$35,841-$35,841
All Other Expenses-$27,237-$27,237
Travel-$20,701-$20,701
Advertising-$19,133-$19,133
Conferences and Meetings-$8,618-$8,618
Fees for Services Legal-$4,847-$4,847
Total Functional Expenses$4,884,975$1,062,209$0$5,947,184
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$2,008
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
No
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
2018-05-30
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
149
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 4,000. Change in value of split-interest agreements 81,000.”

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/InventoriesForSaleOrUseGrp/BOYAmt055657
IRS990/InventoriesForSaleOrUseGrp/EOYAmt065909
IRS990/InvestmentExpenseAmt0-14387
IRS990/InvestmentIncomeGrp/ExclusionAmt030415
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030415
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01813329
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02041747
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08636164
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010713018
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010336666
IRS990/LandBldgEquipCostOrOtherBssAmt018972830
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0985553
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/BOYAmt01089678
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0834911
IRS990/NetAssetsOrFundBalancesBOYAmt011761619
IRS990/NetAssetsOrFundBalancesEOYAmt012338340
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt075902
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt075902
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0133368
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0260564
IRS990/OccupancyGrp/TotalAmt0260564
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034522
IRS990/OfficeExpensesGrp/ProgramServicesAmt0206903
IRS990/OfficeExpensesGrp/TotalAmt0241425
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0480366
IRS990/OtherAssetsTotalGrp/EOYAmt0558407
IRS990/OtherChangesInNetAssetsAmt085000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt051249
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051249
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1PROVIDER TAX
IRS990/OtherExpensesGrp/Desc2NURSING
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0170264
IRS990/OtherExpensesGrp/ProgramServicesAmt0278978
IRS990/OtherExpensesGrp/ProgramServicesAmt188490
IRS990/OtherExpensesGrp/ProgramServicesAmt261138
IRS990/OtherExpensesGrp/TotalAmt0278978
IRS990/OtherExpensesGrp/TotalAmt1170264
IRS990/OtherExpensesGrp/TotalAmt288490
IRS990/OtherExpensesGrp/TotalAmt361138
IRS990/OtherLiabilitiesGrp/BOYAmt014912
IRS990/OtherLiabilitiesGrp/EOYAmt02008
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01922
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01922
IRS990/OtherRevenueTotalAmt01922
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0141841
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03160394
IRS990/OtherSalariesAndWagesGrp/TotalAmt03302235
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017114
IRS990/PayrollTaxesGrp/ProgramServicesAmt0233665
IRS990/PayrollTaxesGrp/TotalAmt0250779
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029525
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021874
IRS990/PrincipalOfficerNm0SUSAN WESTMARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623110
IRS990/ProgramServiceRevenueGrp/BusinessCd1623312
IRS990/ProgramServiceRevenueGrp/Desc0NURSING CARE
IRS990/ProgramServiceRevenueGrp/Desc1APARTMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04704927
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11488252
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04704927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11488252
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017158
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-33952
IRS990/PYOtherExpensesAmt02318393
IRS990/PYOtherRevenueAmt02486
IRS990/PYProgramServiceRevenueAmt06000457
IRS990/PYRevenuesLessExpensesAmt086767
IRS990/PYSalariesCompEmpBnftPaidAmt03580989
IRS990/PYTotalExpensesAmt05899382
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05986149
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0372740
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06195101
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09144143
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06927714
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016071857
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0324918
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0369301
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt048383
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0316401
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0324918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011908
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03391
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0324381
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0316401
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4458
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03522
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0301207
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0324381
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027486
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04312
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0249262
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0301207
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt056372
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04427
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0401574
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0924404
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01325978
IRS990ScheduleD/LandGrp/BookValueAmt0664926
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0664926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0126023
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0784046
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0910069
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02008
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENTS TRUST ACCOUNTS
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/TotalBookValueLandBuildingsAmt010336666
IRS990ScheduleD/TotalLiabilityAmt02008
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 4,000. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 81,000.
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
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01005 LINCOLN AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DUBUQUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,901,931
Liabilities
$1,563,591
Net assets
$12,338,340
Revenue
$6,319,924
Expenses
$5,947,184
Net income
$372,740
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
2017Detailed filing. Detailed filing data is available for this year.$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