Civic Intelligence

Bartels Lutheran Home

990 • Fiscal year 2020 • EIN 42-0752685

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization ProfileWWW.BARTELSCOMMUNITY.ORG

View Organization Page

1922 5th Ave NWWaverly, IA 50677

(319) 352-4540

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.74x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

2.08x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$182,106

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

43rd percentile

4.7%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$42,469,243

Up $1,888,482 (+4.7%) from 2019

Net Assets

Up

$11,197,330

Up $1,623,497 (+17%) from 2019

Liabilities

Up

$31,271,913

Up $264,985 (+0.9%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin66th percentile

Revenue

Up

$15,043,575

Up $1,876,073 (+14%) from 2019

Expenses

Up

$13,490,631

Up $244,654 (+1.8%) from 2019

Net Income

Up

$1,552,944

Up $1,631,419 (+2079%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $28,790,849Liabilities 2010: $22,876,462Net Assets 2010: $5,914,3872010Assets 2011: $29,430,499Liabilities 2011: $22,867,388Net Assets 2011: $6,563,1112011Assets 2012: $31,040,774Liabilities 2012: $23,508,435Net Assets 2012: $7,532,3392012Assets 2013: $32,710,641Liabilities 2013: $24,549,630Net Assets 2013: $8,161,0112013Assets 2014: $35,658,514Liabilities 2014: $26,176,920Net Assets 2014: $9,481,5942014Assets 2015: $36,447,983Liabilities 2015: $26,727,524Net Assets 2015: $9,720,4592015Assets 2016: $37,318,599Liabilities 2016: $26,435,280Net Assets 2016: $10,883,3192016Assets 2017: $39,260,874Liabilities 2017: $27,679,990Net Assets 2017: $11,580,8842017Assets 2018: $39,596,121Liabilities 2018: $29,977,223Net Assets 2018: $9,618,8982018Assets 2019: $40,580,761Liabilities 2019: $31,006,928Net Assets 2019: $9,573,8332019Assets 2020: $42,469,243Liabilities 2020: $31,271,913Net Assets 2020: $11,197,3302020Assets 2021: $42,494,950Liabilities 2021: $32,030,652Net Assets 2021: $10,464,2982021Assets 2022: $41,023,318Liabilities 2022: $33,519,518Net Assets 2022: $7,503,8002022Assets 2023: $41,682,842Liabilities 2023: $34,307,716Net Assets 2023: $7,375,1262023Assets 2024: $42,207,700Liabilities 2024: $35,842,831Net Assets 2024: $6,364,8692024

Highlighted filing

2020

Assets$42,469,243
Liabilities$31,271,913
Net Assets$11,197,330
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,480,4152010Revenue 2011: $10,712,497Expenses 2011: $10,018,083Net Income 2011: $694,4142011Revenue 2012: $11,881,901Expenses 2012: $10,940,467Net Income 2012: $941,4342012Revenue 2013: $12,280,029Expenses 2013: $11,632,494Net Income 2013: $647,5352013Revenue 2014: $13,369,639Expenses 2014: $11,933,897Net Income 2014: $1,435,7422014Revenue 2015: $12,726,446Expenses 2015: $12,423,755Net Income 2015: $302,6912015Revenue 2016: $13,635,063Expenses 2016: $12,507,221Net Income 2016: $1,127,8422016Revenue 2017: $13,197,804Expenses 2017: $12,537,674Net Income 2017: $660,1302017Revenue 2018: $11,738,347Expenses 2018: $12,197,591Net Income 2018: -$459,2442018Revenue 2019: $13,167,502Expenses 2019: $13,245,977Net Income 2019: -$78,4752019Revenue 2020: $15,043,575Expenses 2020: $13,490,631Net Income 2020: $1,552,9442020Revenue 2021: $12,251,707Expenses 2021: $12,937,352Net Income 2021: -$685,6452021Revenue 2022: $12,204,460Expenses 2022: $14,677,738Net Income 2022: -$2,473,2782022Revenue 2023: $14,170,458Expenses 2023: $14,756,938Net Income 2023: -$586,4802023Revenue 2024: $14,522,024Expenses 2024: $15,669,405Net Income 2024: -$1,147,3812024

Highlighted filing

2020

Revenue$15,043,575
Expenses$13,490,631
Net Income$1,552,944
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Gross Receipts
$15,043,575
Mission and Program Overview

Mission

Bartels lutheran retirement community offers multilevel retirement living options and enriches lives through quality services and christian care.

Bartels lutheran retirement community offers multilevel retirement living options and enhances lives through quality services and christian care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$30,085,640$31,144,738▲ $1,059,098
Savings and Temporary Cash Investments$5,578,843$7,218,878▲ $1,640,035
Cash and Non-Interest-Bearing Accounts$3,154,948$2,705,918▼ $449,030
Accounts Receivable$745,964$566,390▼ $179,574
Prepaid Expenses and Deferred Charges$247,204$207,746▼ $39,458
Pledges and Grants Receivable$104,967$25,914▼ $79,053
Total Assets$40,580,761$42,469,243▲ $1,888,482
Other Assets Total$663,195$599,659▼ $63,536
Liabilities
Deferred Revenue$20,184,522$21,117,146▲ $932,624
Tax Exempt Bond Liabilities$8,727,427$7,981,586▼ $745,841
Accounts Payable and Accrued Expenses$2,094,979$2,173,181▲ $78,202
Total Liabilities$31,006,928$31,271,913▲ $264,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,084,234$10,685,062▲ $1,600,828
Net Assets With Donor Restrictions$489,599$512,268▲ $22,669
Total Net Assets Fund Balance$9,573,833$11,197,330▲ $1,623,497
Total Liabilities and Net Assets / Fund Balance$40,580,761$42,469,243▲ $1,888,482

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,292,891$17,231,876$46,524,767
Land$1,851,847-$1,851,847

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$133,725---$134,095
2019$129,301---$133,725
2018$124,580---$129,301
2017$122,330$2,250--$124,580
2016$119,655$2,675--$122,330
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula GeisePresident/CEOFT$162,512$19,594$162,512
Cynthia SchakeVP of Business ServicesFT$152,075$6,518$152,075
Deb SchroederRetired CEO-$102,328$1,277$102,328

Board Members and Trustees

NameTitle
Rev Mark AndersonChair
Fred WaldsteinVice Chair
Beau BucholzDirector
Dr Anne RatheDirector
Katie SchwartzDirector
Pam BrickmanDirector
Steve CorsonDirector
Susan WhitsonDirector
Bob BrunkhorstSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Martin Brothers DistFood Service406 VIKING ROAD, Cedar Falls, IA 50613$609,414
Northern Iowa TherapyTherapy Services217 EAST BREMER AVE, Waverly, IA 50677$532,378
Steege ConstructionSub Contractor2601 EASTON AVE, Waverly, IA 50677$523,778
Cedar Valley Building SupplyConstruction Material431 EAST DUNKERTON RD, Dunkerton, IA 50626$381,774
Mckesson Medical SurgicalSupplies12999 WILFRED LANDE STE 100, Rogers, MN 55374$233,634
Revenue and Support

Revenue Composition

Contributions and Grants
$2,913,549
Program Service Revenue
$11,905,206
Investment Income
$224,820
Other Revenue
$0
All Other Contributions
$243,538
Change in Net Assets
$1,552,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,298,975
Other Expenses$5,191,656
Total Fundraising Expense$15,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,105,774$661,695-$6,767,469
Depreciation Depletion$1,404,538--$1,404,538
Fees for Services Other$1,147,647$176,994-$1,324,641
Occupancy$718,589$40,277-$758,866
Other Employee Benefits$590,496$117,366-$707,862
Payroll Taxes$439,112$69,945-$509,057
Interest$339,498--$339,498
Current Officers, Directors, Trustees, and Key Employees-$314,587-$314,587
Insurance$49,000$103,124-$152,124
Advertising-$18,013-$18,013
Other Expenses$26,434$69,593$15,000$15,000
Total Functional Expenses$11,892,694$1,582,937$15,000$13,490,631
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Shane ThompsonSon in Law to Former President/ceoMaintenanceNo$37,899
Hailey SchmitzDaughter of Current President/ceoCnaNo$17,422
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Finance Authority2015-11-18$8,595,000REFINANCE OF 2005 BONDS
BIowa Finance Authority2016-10-14$3,555,000REFINANCE OF 2005 BONDS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,595,000$8,430,503$2,436,251$164,497
B$3,555,000$3,555,000$872,342-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is made up of member corporate churches.”

Form 990, Part VI, Section A, Line 7A

“The organization is made up of member corporate churches who send delegates from their respective congregations to the annual meeting. The delegates approve and install the board of directors and memorial foundation trustees.”

Form 990, Part VI, Section B, Line 11B

“Each board member will receive an electronic copy of form 990 for their review prior to submission.”

Form 990, Part VI, Section B, Line 12C

“Annual disclosure of conflict of interest and requirement to notify. Board members abstain from voting on motions that represent a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board sets compensation for the ceo based upon performance, merit, and leading age state and national salary survey comparisons. The ceo determines compensation for other key employees.”

Form 990, Part VI, Section C, Line 19

“All documents are made available to the public as required upon request. The financial statements are also available on the guidestar website and at www.bartelscommunity.org”

Filing and Contact Details

Filer

Filer Name
Bartels Lutheran Home
EIN
42-0752685
Phone
3193524540
Address
1922 5TH AVE NW, WAVERLY, IA 50677
Doing Business As
Bartels Lutheran Retirement Community

Signing Officer

Name
Paula Geise
Title
President & CEO
Phone
3193524540
Signed
2021-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Geise
Formed
1950
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
350
Volunteers
44

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Kathy French
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990. Part XI, Line 2C

“The board of directors are responsible for the financial statements and the audit of the organization. The board is also responsible for selecting the independant auditors to perform the audit. There has been no change in the process from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds have been established for employee scholarships.”

PART X, LINE 2:

“The organization has adopted the accounting standard regarding "accounting for uncertain tax positions". This standard provides detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in the entity's financial statements. It requires an entity to recognize the financial statement benefit of a tax position when it is more likely than not that the position will be sustained upon examination. The adoption of this standard had no material effect on the organization's financial position, results of operations, or cash flow.”

Raw XML AppendixShowing 400 of 712 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/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP OF BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11RETIRED CEO
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IRS990/OccupancyGrp/TotalAmt0758866
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0599659
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0117366
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0590496
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0707862
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/FundraisingAmt015000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011343
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt169593
IRS990/OtherExpensesGrp/ProgramServicesAmt01071606
IRS990/OtherExpensesGrp/ProgramServicesAmt126434
IRS990/OtherExpensesGrp/TotalAmt01082949
IRS990/OtherExpensesGrp/TotalAmt196027
IRS990/OtherExpensesGrp/TotalAmt215000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0661695
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06105774
IRS990/OtherSalariesAndWagesGrp/TotalAmt06767469
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt069945
IRS990/PayrollTaxesGrp/ProgramServicesAmt0439112
IRS990/PayrollTaxesGrp/TotalAmt0509057
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYTotalExpensesAmt013245977
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059565698
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$42,469,243
Liabilities
$31,271,913
Net assets
$11,197,330
Revenue
$15,043,575
Expenses
$13,490,631
Net income
$1,552,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$35.8$6.36$14.5$15.7$1.15
2023Summary only. Only limited summary data is available for this year.$41.7$34.3$7.38$14.2$14.8$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$33.5$7.50$12.2$14.7$2.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$32.0$10.5$12.3$12.9$0.69
2020Detailed filing. Detailed filing data is available for this year.$42.5$31.3$11.2$15.0$13.5$1.55
2019Summary only. Only limited summary data is available for this year.$40.6$31.0$9.57$13.2$13.2$0.08
2018Summary only. Only limited summary data is available for this year.$39.6$30.0$9.62$11.7$12.2$0.46
2017Summary only. Only limited summary data is available for this year.$39.3$27.7$11.6$13.2$12.5$0.66
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$26.4$10.9$13.6$12.5$1.13
2015Detailed filing. Detailed filing data is available for this year.$36.4$26.7$9.72$12.7$12.4$0.30
2014Detailed filing. Detailed filing data is available for this year.$35.7$26.2$9.48$13.4$11.9$1.44
2013Detailed filing. Detailed filing data is available for this year.$32.7$24.5$8.16$12.3$11.6$0.65
2012Summary only. Only limited summary data is available for this year.$31.0$23.5$7.53$11.9$10.9$0.94
2011Summary only. Only limited summary data is available for this year.$29.4$22.9$6.56$10.7$10.0$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$22.9$5.91$9.48