Civic Intelligence

Bethany Home

990 • Fiscal year 2020 • EIN 42-0698260

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 22, 2021

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

28th percentile

0.06x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.10x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$107,313

Higher top officer pay than 25% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

49th percentile

6.6%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

26%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$14,914,048

Up $919,655 (+6.6%) from 2019

Net Assets

Up

$14,027,984

Up $1,150,215 (+8.9%) from 2019

Liabilities

Down

$886,064

Down $230,560 (-21%) from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin68th percentile

Revenue

Up

$9,058,974

Up $1,847,586 (+26%) from 2019

Expenses

Up

$7,892,335

Up $1,121,947 (+17%) from 2019

Net Income

Up

$1,166,639

Up $725,639 (+165%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2020

Assets$14,914,048
Liabilities$886,064
Net Assets$14,027,984
Open 2020 Filing

Operations Trend

Revenue Growth81st 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

2020

Revenue$9,058,974
Expenses$7,892,335
Net Income$1,166,639
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 22, 2021
Return Version
2020v4.1
Gross Receipts
$11,551,158
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$9,964,116$9,659,434▼ $304,682
Investments in Publicly Traded Securities$2,277,108$2,811,680▲ $534,572
Cash and Non-Interest-Bearing Accounts$886,710$1,568,453▲ $681,743
Accounts Receivable$207,812$358,549▲ $150,737
Inventories for Sale or Use$71,735$87,024▲ $15,289
Prepaid Expenses and Deferred Charges$23,954$43,012▲ $19,058
Total Assets$13,994,393$14,914,048▲ $919,655
Other Assets Total$562,958$385,896▼ $177,062
Liabilities
Accounts Payable and Accrued Expenses$742,756$580,419▼ $162,337
Deferred Revenue$73,160$302,185▲ $229,025
Mortgage Notes Payable Secured by Investment Property$298,746--
Other Liabilities$1,962$3,460▲ $1,498
Total Liabilities$1,116,624$886,064▼ $230,560
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,306,457$13,622,798▲ $1,316,341
Net Assets With Donor Restrictions$571,312$405,186▼ $166,126
Total Net Assets Fund Balance$12,877,769$14,027,984▲ $1,150,215
Total Liabilities and Net Assets / Fund Balance$13,994,393$14,914,048▲ $919,655

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,431,832$7,978,538$16,410,370
Equipment$452,186$1,165,782$1,617,968
Other Land Buildings$110,490$905,181$1,015,671
Land$664,926-$664,926

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$389,791-▲ $22,740$4,620$407,911
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
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WestmarkAdministratorFT$98,738$8,575$107,313

Board Members and Trustees

NameTitle
Jan HayertzDirector/president
Dr Ross MaddenDirector/ Vice President
Jacquie RothDirector/ Vice President
Amy BreitfelderDirector
Angela FaberDirector
Anne RoushDirector
Dr Sara LoetcherDirector
Jack SmeltzerDirector
Mike BrannonDirector
Rev Kenneth BickelDirector
Rich StenderDirector
Robert B MillerDirector
Sue ChapmanDirector
Todd StevensonDirector
Ken MillerDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,371,307
Program Service Revenue
$7,351,026
Investment Income
$336,641
Other Revenue
$0
All Other Contributions
$19,325
Change in Net Assets
$1,166,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,777,635
Other Expenses$3,114,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,101,094$183,195-$4,284,289
Depreciation Depletion$577,939--$577,939
Office Expenses$417,420$70,987-$488,407
Insurance$440,099$33,126-$473,225
Payroll Taxes$302,896$23,665-$326,561
Occupancy$308,262--$308,262
Current Officers, Directors, Trustees, and Key Employees-$107,313-$107,313
Other Expenses$26,961$78,939-$105,900
All Other Expenses$103,939--$103,939
Fees for Services Other$64,452$11,530-$75,982
Other Employee Benefits$55,309$4,163-$59,472
Fees for Services Accounting-$52,415-$52,415
Advertising-$37,785-$37,785
Conferences and Meetings$3,011$7,025-$10,036
Interest$6,632--$6,632
Fees for Services Legal-$3,518-$3,518
Travel$578$1,348-$1,926
Total Functional Expenses$7,277,326$615,009$0$7,892,335
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$3,460
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
2021-09-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Susan Westmark
Formed
1924
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
Employees
189
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 4,620. Change in value of split-interest agreements 220,882. Bad debt expense -49,764.”

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 527 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/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt06500
IRS990/GainOrLossGrp/SecuritiesAmt0285823
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt01351982
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt06500
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02778007
IRS990/GrossReceiptsAmt011551158
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt033126
IRS990/InsuranceGrp/ProgramServicesAmt0440099
IRS990/InsuranceGrp/TotalAmt0473225
IRS990/InterestGrp/ProgramServicesAmt06632
IRS990/InterestGrp/TotalAmt06632
IRS990/InventoriesForSaleOrUseGrp/BOYAmt071735
IRS990/InventoriesForSaleOrUseGrp/EOYAmt087024
IRS990/InvestmentExpenseAmt0-14513
IRS990/InvestmentIncomeGrp/ExclusionAmt044318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044318
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02277108
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02811680
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010049501
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09964116
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09659434
IRS990/LandBldgEquipCostOrOtherBssAmt019708935
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02492184
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/BOYAmt0298746
IRS990/NetAssetsOrFundBalancesBOYAmt012877769
IRS990/NetAssetsOrFundBalancesEOYAmt014027984
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0292323
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0292323
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-177649
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012306457
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013622798
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0308262
IRS990/OccupancyGrp/TotalAmt0308262
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt070987
IRS990/OfficeExpensesGrp/ProgramServicesAmt0417420
IRS990/OfficeExpensesGrp/TotalAmt0488407
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0562958
IRS990/OtherAssetsTotalGrp/EOYAmt0385896
IRS990/OtherChangesInNetAssetsAmt0175738
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04163
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055309
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059472
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1NURSING
IRS990/OtherExpensesGrp/Desc2PROVIDER TAX
IRS990/OtherExpensesGrp/Desc3MISCELLAENOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt078939
IRS990/OtherExpensesGrp/ProgramServicesAmt0336817
IRS990/OtherExpensesGrp/ProgramServicesAmt1300930
IRS990/OtherExpensesGrp/ProgramServicesAmt2230987
IRS990/OtherExpensesGrp/ProgramServicesAmt326961
IRS990/OtherExpensesGrp/TotalAmt0336817
IRS990/OtherExpensesGrp/TotalAmt1300930
IRS990/OtherExpensesGrp/TotalAmt2230987
IRS990/OtherExpensesGrp/TotalAmt3105900
IRS990/OtherLiabilitiesGrp/BOYAmt01962
IRS990/OtherLiabilitiesGrp/EOYAmt03460
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0183195
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04101094
IRS990/OtherSalariesAndWagesGrp/TotalAmt04284289
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023665
IRS990/PayrollTaxesGrp/ProgramServicesAmt0302896
IRS990/PayrollTaxesGrp/TotalAmt0326561
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023954
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043012
IRS990/PrincipalOfficerNm0SUSAN WESTMARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623110
IRS990/ProgramServiceRevenueGrp/BusinessCd1623312
IRS990/ProgramServiceRevenueGrp/Desc0NURSING CARE
IRS990/ProgramServiceRevenueGrp/Desc1APARTMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05865224
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11485802
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05865224
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11485802
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011696
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0149771
IRS990/PYOtherExpensesAmt02700228
IRS990/PYOtherRevenueAmt01189
IRS990/PYProgramServiceRevenueAmt07048732
IRS990/PYRevenuesLessExpensesAmt0441000
IRS990/PYSalariesCompEmpBnftPaidAmt04070160
IRS990/PYTotalExpensesAmt06770388
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07211388
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01166639
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07351026
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/BookValueAmt08431832
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07978538
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016410370
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0389791
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0407911
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt022740
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04620
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0321173
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0389791
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073956
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05338
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0369301
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0321173
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44896
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03232
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0324918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0369301
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt04000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0316401
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0324918
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011908
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt03391
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0452186
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01165782
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01617968
IRS990ScheduleD/LandGrp/BookValueAmt0664926
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0664926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0110490
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0905181
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01015671
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03460
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/TotalBookValueLandBuildingsAmt09659434
IRS990ScheduleD/TotalLiabilityAmt03460
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.

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,914,048
Liabilities
$886,064
Net assets
$14,027,984
Revenue
$9,058,974
Expenses
$7,892,335
Net income
$1,166,639
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
2020Detailed filing. Detailed filing data is available for this year.$14.9$0.89$14.0$9.06$7.89$1.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$1.12$12.9$7.21$6.77$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$1.28$12.1$6.43$6.36$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$1.56$12.3$6.32$5.95$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$1.99$11.8$5.99$5.90$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$2.40$11.6$6.04$5.61$0.42
2014Detailed filing. Detailed filing data is available for this year.$14.2$2.80$11.4$5.66$5.45$0.21
2013Detailed filing. Detailed filing data is available for this year.$14.0$2.94$11.0$5.49$5.23$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$3.64$10.5$5.01
2011Summary only. Only limited summary data is available for this year.$14.1$4.93$9.21$5.49$4.55$0.94