Civic Intelligence

Bethany Home

990 • Fiscal year 2021 • EIN 42-0698260

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 29, 2022

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

32nd percentile

0.06x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.10x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

30th percentile

3.1%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$102,518

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

25th percentile

1.0%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-6.3%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$15,066,108

Up $152,060 (+1.0%) from 2020

Net Assets

Up

$14,215,083

Up $187,099 (+1.3%) from 2020

Liabilities

Down

$851,025

Down $35,039 (-4.0%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin30th percentile

Revenue

Down

$8,491,963

Down $567,011 (-6.3%) from 2020

Expenses

Up

$8,230,159

Up $337,824 (+4.3%) from 2020

Net Income

Down

$261,804

Down $904,835 (-78%) from 2020

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

2021

Assets$15,066,108
Liabilities$851,025
Net Assets$14,215,083
Open 2021 Filing

Operations Trend

Revenue Growth21st 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

2021

Revenue$8,491,963
Expenses$8,230,159
Net Income$261,804
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 29, 2022
Return Version
2021v4.2
Gross Receipts
$10,007,829
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$9,659,434$9,508,852▼ $150,582
Investments in Publicly Traded Securities$2,811,680$3,890,275▲ $1,078,595
Cash and Non-Interest-Bearing Accounts$1,568,453$1,233,602▼ $334,851
Accounts Receivable$358,549$220,218▼ $138,331
Inventories for Sale or Use$87,024$103,169▲ $16,145
Prepaid Expenses and Deferred Charges$43,012$63,992▲ $20,980
Total Assets$14,914,048$15,066,108▲ $152,060
Other Assets Total$385,896$46,000▼ $339,896
Liabilities
Accounts Payable and Accrued Expenses$580,419$604,214▲ $23,795
Deferred Revenue$302,185$243,667▼ $58,518
Other Liabilities$3,460$3,144▼ $316
Total Liabilities$886,064$851,025▼ $35,039
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,622,798$14,144,603▲ $521,805
Net Assets With Donor Restrictions$405,186$70,480▼ $334,706
Total Net Assets Fund Balance$14,027,984$14,215,083▲ $187,099
Total Liabilities and Net Assets / Fund Balance$14,914,048$15,066,108▲ $152,060

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,160,697$8,372,629$16,533,326
Equipment$505,607$1,293,783$1,799,390
Other Land Buildings$177,622$951,454$1,129,076
Land$664,926-$664,926

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$407,911-▲ $89,506$5,727$491,690
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
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan WestmarkAdministratorFT$93,147$9,371$102,518

Board Members and Trustees

NameTitle
Jacquie RothDirector/ President
Mike BrannonDirector/ Vice President
Todd StevensonDirector/vice President
Angela FaberDirector
Anne RoushDirector
Dr Ross MaddenDirector
Dr Sara LoetcherDirector
Jack SmeltzerDirector
Jan HayertzDirector
Rich StenderDirector
Sue ChapmanDirector
Ken MillerDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$473,790
Program Service Revenue
$7,275,158
Investment Income
$739,762
Other Revenue
$3,253
All Other Contributions
$24,480
Change in Net Assets
$261,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,124,797
Other Expenses$3,105,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,388,949$222,083-$4,611,032
Depreciation Depletion$568,365--$568,365
Insurance$453,568$34,140-$487,708
Office Expenses$332,660$43,605-$376,265
Payroll Taxes$325,343$26,139-$351,482
Occupancy$310,536--$310,536
Fees for Services Other$98,294$35,434-$133,728
Current Officers, Directors, Trustees, and Key Employees-$102,518-$102,518
Other Expenses$31,652$65,206-$96,858
All Other Expenses$96,560--$96,560
Other Employee Benefits$55,581$4,184-$59,765
Fees for Services Accounting-$48,474-$48,474
Conferences and Meetings$6,567$15,322-$21,889
Advertising-$16,207-$16,207
Travel$1,607$3,749-$5,356
Fees for Services Legal-$1,647-$1,647
Interest$433--$433
Total Functional Expenses$7,611,451$618,708$0$8,230,159
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$3,144
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
2022-10-29
Discuss with paid preparer
No

Organization Details

Principal Officer
Susan Westmark
Formed
1924
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
185
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 5,727. Change in value of split-interest agreements 115,425. Bad debt expense -77,793.”

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/LandBldgEquipBasisNetGrp/EOYAmt09508852
IRS990/LandBldgEquipCostOrOtherBssAmt020126718
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01515866
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/NetAssetsOrFundBalancesBOYAmt014027984
IRS990/NetAssetsOrFundBalancesEOYAmt014215083
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0671873
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0671873
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-95695
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013622798
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014144603
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0310536
IRS990/OccupancyGrp/TotalAmt0310536
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043605
IRS990/OfficeExpensesGrp/ProgramServicesAmt0332660
IRS990/OfficeExpensesGrp/TotalAmt0376265
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0385896
IRS990/OtherAssetsTotalGrp/EOYAmt046000
IRS990/OtherChangesInNetAssetsAmt043359
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04184
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055581
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059765
IRS990/OtherExpensesGrp/Desc0FOOD PURCHASES
IRS990/OtherExpensesGrp/Desc1NURSING
IRS990/OtherExpensesGrp/Desc2PROVIDER TAX
IRS990/OtherExpensesGrp/Desc3MISCELLAENOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt065206
IRS990/OtherExpensesGrp/ProgramServicesAmt0348969
IRS990/OtherExpensesGrp/ProgramServicesAmt1343870
IRS990/OtherExpensesGrp/ProgramServicesAmt2248497
IRS990/OtherExpensesGrp/ProgramServicesAmt331652
IRS990/OtherExpensesGrp/TotalAmt0348969
IRS990/OtherExpensesGrp/TotalAmt1343870
IRS990/OtherExpensesGrp/TotalAmt2248497
IRS990/OtherExpensesGrp/TotalAmt396858
IRS990/OtherLiabilitiesGrp/BOYAmt03460
IRS990/OtherLiabilitiesGrp/EOYAmt03144
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03253
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03253
IRS990/OtherRevenueTotalAmt03253
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0222083
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04388949
IRS990/OtherSalariesAndWagesGrp/TotalAmt04611032
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026139
IRS990/PayrollTaxesGrp/ProgramServicesAmt0325343
IRS990/PayrollTaxesGrp/TotalAmt0351482
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043012
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063992
IRS990/PrincipalOfficerNm0SUSAN WESTMARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623110
IRS990/ProgramServiceRevenueGrp/BusinessCd1623312
IRS990/ProgramServiceRevenueGrp/Desc0NURSING CARE
IRS990/ProgramServiceRevenueGrp/Desc1APARTMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05820178
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11454980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05820178
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11454980
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01371307
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0336641
IRS990/PYOtherExpensesAmt03114700
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07351026
IRS990/PYRevenuesLessExpensesAmt01166639
IRS990/PYSalariesCompEmpBnftPaidAmt04777635
IRS990/PYTotalExpensesAmt07892335
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09058974
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0261804
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07278411
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/BookValueAmt08160697
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08372629
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016533326
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0407911
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0491690
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt089506
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05727
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0389791
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0407911
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022740
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04620
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0321173
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0389791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073956
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt05338
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0369301
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0321173
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44896
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03232
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0324918
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0369301
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048383
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0505607
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01293783
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01799390
IRS990ScheduleD/LandGrp/BookValueAmt0664926
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0664926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0177622
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0951454
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01129076
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03144
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/TotalBookValueLandBuildingsAmt09508852
IRS990ScheduleD/TotalLiabilityAmt03144
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 5,727. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 115,425. BAD DEBT EXPENSE -77,793.
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

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,066,108
Liabilities
$851,025
Net assets
$14,215,083
Revenue
$8,491,963
Expenses
$8,230,159
Net income
$261,804
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
2021Detailed filing. Detailed filing data is available for this year.$15.1$0.85$14.2$8.49$8.23$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.89$14.0$9.06$7.89$1.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$1.12$12.9$7.21$6.77$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$1.28$12.1$6.43$6.36$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$1.56$12.3$6.32$5.95$0.37
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