Civic Intelligence

Bethany Home

990 • Fiscal year 2019 • EIN 42-0698260

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 21, 2020

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

34th percentile

0.08x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

60th percentile

6.1%

Higher net margin than 60% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

18th percentile

$84,356

Higher top officer pay than 18% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

52nd percentile

4.3%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$13,994,393

Up $571,828 (+4.3%) from 2018

Net Assets

Up

$12,877,769

Up $738,549 (+6.1%) from 2018

Liabilities

Down

$1,116,624

Down $166,721 (-13%) from 2018

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin60th percentile

Revenue

Up

$7,211,388

Up $782,976 (+12%) from 2018

Expenses

Up

$6,770,388

Up $410,325 (+6.5%) from 2018

Net Income

Up

$441,000

Up $372,651 (+545%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$13,994,393
Liabilities$1,116,624
Net Assets$12,877,769
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$7,211,388
Expenses$6,770,388
Net Income$441,000
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 21, 2020
Return Version
2019v5.1
Gross Receipts
$7,675,490
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$10,214,653$9,964,116▼ $250,537
Investments in Publicly Traded Securities$1,832,104$2,277,108▲ $445,004
Cash and Non-Interest-Bearing Accounts$643,361$886,710▲ $243,349
Accounts Receivable$125,765$207,812▲ $82,047
Inventories for Sale or Use$69,535$71,735▲ $2,200
Prepaid Expenses and Deferred Charges$21,757$23,954▲ $2,197
Total Assets$13,422,565$13,994,393▲ $571,828
Other Assets Total$515,390$562,958▲ $47,568
Liabilities
Accounts Payable and Accrued Expenses$551,801$742,756▲ $190,955
Mortgage Notes Payable Secured by Investment Property$571,326$298,746▼ $272,580
Deferred Revenue$157,788$73,160▼ $84,628
Other Liabilities$2,430$1,962▼ $468
Total Liabilities$1,283,345$1,116,624▼ $166,721
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,611,182$12,306,457▲ $695,275
Net Assets With Donor Restrictions$528,038$571,312▲ $43,274
Total Net Assets Fund Balance$12,139,220$12,877,769▲ $738,549
Total Liabilities and Net Assets / Fund Balance$13,422,565$13,994,393▲ $571,828

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,792,219$7,558,439$16,350,658
Equipment$377,103$1,108,334$1,485,437
Other Land Buildings$129,868$855,822$985,690
Land$664,926-$664,926

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$321,173-▲ $73,956$5,338$389,791
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
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WestmarkAdministratorFT$76,866$7,490$84,356

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$11,696
Program Service Revenue
$7,048,732
Investment Income
$149,771
Other Revenue
$1,189
All Other Contributions
$11,696
Change in Net Assets
$441,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,070,160
Other Expenses$2,700,228
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,493,896$155,933-$3,649,829
Depreciation Depletion$549,048--$549,048
Insurance$347,544$26,159-$373,703
Occupancy$304,553--$304,553
Office Expenses$247,425$38,688-$286,113
Payroll Taxes$260,470$19,747-$280,217
Other Expenses$91,227--$91,227
Current Officers, Directors, Trustees, and Key Employees-$84,356-$84,356
All Other Expenses$23,520$56,099-$79,619
Fees for Services Other$58,623$10,070-$68,693
Other Employee Benefits$51,855$3,903-$55,758
Fees for Services Accounting-$41,941-$41,941
Travel$6,168$14,392-$20,560
Conferences and Meetings$5,846$13,640-$19,486
Advertising-$18,296-$18,296
Interest$15,845--$15,845
Fees for Services Legal-$3,278-$3,278
Total Functional Expenses$6,283,886$486,502$0$6,770,388
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$1,962
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
2020-08-21
Discuss with paid preparer
No

Organization Details

Principal Officer
Susan Westmark
Formed
1924
Legal Domicile
Ia
Voting Board Members
13
Independent Board Members
13
Employees
169
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 5,338. Change in value of split-interest agreements 50,400. Bad debt expense -50,000.”

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.”

Raw XML AppendixShowing 400 of 509 raw XML fields

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

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IRS990/InterestGrp/TotalAmt015845
IRS990/InventoriesForSaleOrUseGrp/BOYAmt069535
IRS990/InventoriesForSaleOrUseGrp/EOYAmt071735
IRS990/InvestmentExpenseAmt0-14831
IRS990/InvestmentIncomeGrp/ExclusionAmt043503
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043503
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01832104
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02277108
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09522595
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010214653
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09964116
IRS990/LandBldgEquipCostOrOtherBssAmt019486711
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0464102
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/BOYAmt0571326
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0298746
IRS990/NetAssetsOrFundBalancesBOYAmt012139220
IRS990/NetAssetsOrFundBalancesEOYAmt012877769
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0106268
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0106268
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0306642
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011611182
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012306457
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0304553
IRS990/OccupancyGrp/TotalAmt0304553
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038688
IRS990/OfficeExpensesGrp/ProgramServicesAmt0247425
IRS990/OfficeExpensesGrp/TotalAmt0286113
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0515390
IRS990/OtherAssetsTotalGrp/EOYAmt0562958
IRS990/OtherChangesInNetAssetsAmt05738
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03903
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt051855
IRS990/OtherEmployeeBenefitsGrp/TotalAmt055758
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1NURSING
IRS990/OtherExpensesGrp/Desc2PROVIDER TAX
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/ProgramServicesAmt0338320
IRS990/OtherExpensesGrp/ProgramServicesAmt1275815
IRS990/OtherExpensesGrp/ProgramServicesAmt2213731
IRS990/OtherExpensesGrp/ProgramServicesAmt391227
IRS990/OtherExpensesGrp/TotalAmt0338320
IRS990/OtherExpensesGrp/TotalAmt1275815
IRS990/OtherExpensesGrp/TotalAmt2213731
IRS990/OtherExpensesGrp/TotalAmt391227
IRS990/OtherLiabilitiesGrp/BOYAmt02430
IRS990/OtherLiabilitiesGrp/EOYAmt01962
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01189
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01189
IRS990/OtherRevenueTotalAmt01189
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0155933
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03493896
IRS990/OtherSalariesAndWagesGrp/TotalAmt03649829
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019747
IRS990/PayrollTaxesGrp/ProgramServicesAmt0260470
IRS990/PayrollTaxesGrp/TotalAmt0280217
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021757
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023954
IRS990/PrincipalOfficerNm0SUSAN WESTMARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623110
IRS990/ProgramServiceRevenueGrp/BusinessCd1623312
IRS990/ProgramServiceRevenueGrp/Desc0NURSING CARE
IRS990/ProgramServiceRevenueGrp/Desc1APARTMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05450842
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11597890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05450842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11597890
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt019123
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010947
IRS990/PYOtherExpensesAmt02376970
IRS990/PYOtherRevenueAmt09470
IRS990/PYProgramServiceRevenueAmt06388872
IRS990/PYRevenuesLessExpensesAmt068349
IRS990/PYSalariesCompEmpBnftPaidAmt03983093
IRS990/PYTotalExpensesAmt06360063
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06428412
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0441000
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07049921
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt08792219
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07558439
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016350658
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0321173
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0389791
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt073956
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05338
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0369301
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0321173
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44896
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0324918
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0369301
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048383
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0316401
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0324918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03391
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0324381
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0316401
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4458
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03522
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0377103
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01108334
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01485437
IRS990ScheduleD/LandGrp/BookValueAmt0664926
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0664926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0129868
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0855822
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0985690
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01962
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/TotalBookValueLandBuildingsAmt09964116
IRS990ScheduleD/TotalLiabilityAmt01962
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 5,338. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 50,400. BAD DEBT EXPENSE -50,000.
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,994,393
Liabilities
$1,116,624
Net assets
$12,877,769
Revenue
$7,211,388
Expenses
$6,770,388
Net income
$441,000
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
2019Detailed filing. Detailed filing data is available for this year.$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