Civic Intelligence

Bethany Home

990 • Fiscal year 2018 • EIN 42-0698260

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

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

35th percentile

0.10x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

0.20x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

41st percentile

1.1%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

18th percentile

$85,837

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

25th percentile

-3.4%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

1.7%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$13,422,565

Down $479,366 (-3.4%) from 2017

Net Assets

Down

$12,139,220

Down $199,120 (-1.6%) from 2017

Liabilities

Down

$1,283,345

Down $280,246 (-18%) from 2017

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin41st percentile

Revenue

Up

$6,428,412

Up $108,488 (+1.7%) from 2017

Expenses

Up

$6,360,063

Up $412,879 (+6.9%) from 2017

Net Income

Down

$68,349

Down $304,391 (-82%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2018

Assets$13,422,565
Liabilities$1,283,345
Net Assets$12,139,220
Open 2018 Filing

Operations Trend

Revenue Growth42nd 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

2018

Revenue$6,428,412
Expenses$6,360,063
Net Income$68,349
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Gross Receipts
$6,800,832
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$10,336,666$10,214,653▼ $122,013
Investments in Publicly Traded Securities$2,041,747$1,832,104▼ $209,643
Cash and Non-Interest-Bearing Accounts$673,976$643,361▼ $30,615
Accounts Receivable$203,352$125,765▼ $77,587
Inventories for Sale or Use$65,909$69,535▲ $3,626
Prepaid Expenses and Deferred Charges$21,874$21,757▼ $117
Total Assets$13,901,931$13,422,565▼ $479,366
Other Assets Total$558,407$515,390▼ $43,017
Liabilities
Mortgage Notes Payable Secured by Investment Property$834,911$571,326▼ $263,585
Accounts Payable and Accrued Expenses$514,986$551,801▲ $36,815
Deferred Revenue$211,686$157,788▼ $53,898
Other Liabilities$2,008$2,430▲ $422
Total Liabilities$1,563,591$1,283,345▼ $280,246
Net Assets / Fund Balance
Unrestricted Net Assets$11,772,297$11,611,182▼ $161,115
Temporarily Rstr Net Assets$566,043$528,038▼ $38,005
Total Net Assets Fund Balance$12,338,340$12,139,220▼ $199,120
Total Liabilities and Net Assets / Fund Balance$13,901,931$13,422,565▼ $479,366

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,119,795$7,141,099$16,260,894
Equipment$335,027$1,026,255$1,361,282
Other Land Buildings$94,905$830,283$925,188
Land$664,926-$664,926

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$369,301-▼ $44,896$3,232$321,173
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
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WestmarkAdministratorFT$80,903$4,934$85,837

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
$19,123
Program Service Revenue
$6,388,872
Investment Income
$10,947
Other Revenue
$9,470
All Other Contributions
$19,123
Change in Net Assets
$68,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,983,093
Other Expenses$2,376,970
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,432,015$85,837-$3,517,852
Depreciation Depletion$557,078--$557,078
Insurance$350,540$26,385-$376,925
Occupancy$303,076--$303,076
Payroll Taxes$250,553$17,023-$267,576
Office Expenses$230,180$15,223-$245,403
Current Officers, Directors, Trustees, and Key Employees-$145,499-$145,499
Other Expenses$78,688--$78,688
Fees for Services Other$58,109$16,696-$74,805
All Other Expenses$12,351$46,817-$59,168
Other Employee Benefits$48,514$3,652-$52,166
Fees for Services Accounting-$34,995-$34,995
Interest$27,217--$27,217
Advertising-$14,915-$14,915
Travel$4,129$9,634-$13,763
Conferences and Meetings$4,068$9,493-$13,561
Fees for Services Legal-$4,918-$4,918
Total Functional Expenses$5,928,976$431,087$0$6,360,063
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$2,430
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
2019-05-09
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
156
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 3,232. Change in value of split-interest agreements -39,500. Bad debt expense -8,240.”

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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IRS990/InsuranceGrp/ProgramServicesAmt0350540
IRS990/InsuranceGrp/TotalAmt0376925
IRS990/InterestGrp/ProgramServicesAmt027217
IRS990/InterestGrp/TotalAmt027217
IRS990/InventoriesForSaleOrUseGrp/BOYAmt065909
IRS990/InventoriesForSaleOrUseGrp/EOYAmt069535
IRS990/InvestmentExpenseAmt0-15086
IRS990/InvestmentIncomeGrp/ExclusionAmt034837
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034837
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02041747
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01832104
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08997637
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010336666
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010214653
IRS990/LandBldgEquipCostOrOtherBssAmt019212290
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0372420
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/BOYAmt0834911
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0571326
IRS990/NetAssetsOrFundBalancesBOYAmt012338340
IRS990/NetAssetsOrFundBalancesEOYAmt012139220
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-23890
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-23890
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-207875
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0303076
IRS990/OccupancyGrp/TotalAmt0303076
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015223
IRS990/OfficeExpensesGrp/ProgramServicesAmt0230180
IRS990/OfficeExpensesGrp/TotalAmt0245403
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0558407
IRS990/OtherAssetsTotalGrp/EOYAmt0515390
IRS990/OtherChangesInNetAssetsAmt0-44508
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03652
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt048514
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052166
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1PROVIDER TAX
IRS990/OtherExpensesGrp/Desc2NURSING
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/ProgramServicesAmt0329291
IRS990/OtherExpensesGrp/ProgramServicesAmt1156047
IRS990/OtherExpensesGrp/ProgramServicesAmt287120
IRS990/OtherExpensesGrp/ProgramServicesAmt378688
IRS990/OtherExpensesGrp/TotalAmt0329291
IRS990/OtherExpensesGrp/TotalAmt1156047
IRS990/OtherExpensesGrp/TotalAmt287120
IRS990/OtherExpensesGrp/TotalAmt378688
IRS990/OtherLiabilitiesGrp/BOYAmt02008
IRS990/OtherLiabilitiesGrp/EOYAmt02430
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09470
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09470
IRS990/OtherRevenueTotalAmt09470
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085837
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03432015
IRS990/OtherSalariesAndWagesGrp/TotalAmt03517852
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017023
IRS990/PayrollTaxesGrp/ProgramServicesAmt0250553
IRS990/PayrollTaxesGrp/TotalAmt0267576
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021874
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021757
IRS990/PrincipalOfficerNm0SUSAN WESTMARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623110
IRS990/ProgramServiceRevenueGrp/BusinessCd1623312
IRS990/ProgramServiceRevenueGrp/Desc0NURSING CARE
IRS990/ProgramServiceRevenueGrp/Desc1APARTMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04794350
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11594522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04794350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11594522
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018506
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0106317
IRS990/PYOtherExpensesAmt02268610
IRS990/PYOtherRevenueAmt01922
IRS990/PYProgramServiceRevenueAmt06193179
IRS990/PYRevenuesLessExpensesAmt0372740
IRS990/PYSalariesCompEmpBnftPaidAmt03678574
IRS990/PYTotalExpensesAmt05947184
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06319924
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt068349
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06398342
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09119795
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07141099
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016260894
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0369301
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0321173
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44896
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0324918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0369301
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048383
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0316401
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0324918
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03391
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0324381
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0316401
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4458
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03522
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0301207
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0324381
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027486
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04312
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0335027
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01026255
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01361282
IRS990ScheduleD/LandGrp/BookValueAmt0664926
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0664926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt094905
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0830283
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0925188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02430
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/TotalBookValueLandBuildingsAmt010214653
IRS990ScheduleD/TotalLiabilityAmt02430
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 3,232. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -39,500. BAD DEBT EXPENSE -8,240.
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 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

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,422,565
Liabilities
$1,283,345
Net assets
$12,139,220
Revenue
$6,428,412
Expenses
$6,360,063
Net income
$68,349
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
2018Detailed filing. Detailed filing data is available for this year.$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
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