Civic Intelligence

Bartels Lutheran Home

990 • Fiscal year 2024 • EIN 42-0752685

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 06, 2025

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

89th percentile

0.85x

Higher debt load relative to assets than 89% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

2.47x

Higher debt load relative to revenue than 89% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

19th percentile

-7.9%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$224,493

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

33rd percentile

1.3%

Faster asset growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

2.5%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$42,207,700

Up $524,858 (+1.3%) from 2023

Net Assets

Down

$6,364,869

Down $1,010,257 (-14%) from 2023

Liabilities

Up

$35,842,831

Up $1,535,115 (+4.5%) from 2023

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin19th percentile

Revenue

Up

$14,522,024

Up $351,566 (+2.5%) from 2023

Expenses

Up

$15,669,405

Up $912,467 (+6.2%) from 2023

Net Income

Down

-$1,147,381

Down $560,901 (-96%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2024

Assets$42,207,700
Liabilities$35,842,831
Net Assets$6,364,869
Open 2024 Filing

Operations Trend

Revenue Growth35th 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

2024

Revenue$14,522,024
Expenses$15,669,405
Net Income-$1,147,381
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.0
Gross Receipts
$14,522,024
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$33,811,161$35,597,911▲ $1,786,750
Savings and Temporary Cash Investments$5,386,080$4,939,189▼ $446,891
Cash and Non-Interest-Bearing Accounts$1,100,408$568,089▼ $532,319
Accounts Receivable$493,154$337,480▼ $155,674
Prepaid Expenses and Deferred Charges$172,631$164,291▼ $8,340
Pledges and Grants Receivable$2,446$2,000▼ $446
Total Assets$41,682,842$42,207,700▲ $524,858
Other Assets Total$716,962$598,740▼ $118,222
Liabilities
Deferred Revenue$26,092,080$28,415,640▲ $2,323,560
Tax Exempt Bond Liabilities$6,353,407$5,493,849▼ $859,558
Accounts Payable and Accrued Expenses$1,718,886$1,905,023▲ $186,137
Other Liabilities$143,343$28,319▼ $115,024
Total Liabilities$34,307,716$35,842,831▲ $1,535,115
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,895,121$5,992,494▼ $902,627
Net Assets With Donor Restrictions$480,005$372,375▼ $107,630
Total Net Assets Fund Balance$7,375,126$6,364,869▼ $1,010,257
Total Liabilities and Net Assets / Fund Balance$41,682,842$42,207,700▲ $524,858

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$33,455,164$22,971,952$56,427,116
Land$2,142,747-$2,142,747

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$138,830-▲ $6,656$2,000$143,486
2023$135,362$4,468-$1,000$138,830
2022$135,539-▲ $1,823$2,000$135,362
2021$134,095-▲ $1,443-$135,139
2020$133,725-▲ $2,370$2,000$134,095
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula GeisePresident/ceFT$199,338$25,155$224,493
Paula GeisePresident/CEO-$177,887$46,606$224,493
Peggy ZumbachCFOFT$113,966$15,473$129,439
Veronica SheaAdministratoFT$122,533$3,935$126,468
Sheena BlanchardCo DonFT$109,493$3,498$112,991

Board Members and Trustees

NameTitle
Susan WhitsonPresident
Beau BucholzDirector
Katie SchwartzDirector
Rev Mark AndersonDirector
Rich McburneyDirector
Scott LeisingerDirector
Steve CorsonDirector
Shelly KrumweideTreasurer/se
Reginald GreenVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Grape Tree Medical Staffing LLCStaffing2501 BOJI BEND DR SUITE 100, Milford, IA 51351$1,378,017
Cedar Valley Building SupplyMaterials431 DUNKERTON ROAD, Dunkerton, IA 50626$672,401
Steege ConstructionConstruction2601 EASTON AVE, Waverly, IA 50677$475,733
Crystal Heating And Plumbing INCHvac Company1210 W BREMER AVE, Waverly, IA 50677$431,004
Young Heating & Plumbing CoHvac Company750 S HACKET ROAD, Waterloo, IA 50701$395,836
Revenue and Support

Revenue Composition

Contributions and Grants
$494,684
Program Service Revenue
$13,748,011
Investment Income
$279,329
Other Revenue
$0
All Other Contributions
$184,684
Change in Net Assets
$-1,147,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,530,819
Other Expenses$7,138,586
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,061,663$920,949-$6,982,612
Fees for Services Other$2,185,296$196,134-$2,381,430
Depreciation Depletion$1,774,823--$1,774,823
Occupancy$1,030,552$85,327-$1,115,879
Other Employee Benefits$542,585$164,054-$706,639
Payroll Taxes$431,463$96,802-$528,265
Current Officers, Directors, Trustees, and Key Employees-$313,303-$313,303
Insurance$132,135$153,948-$286,083
Interest$222,282--$222,282
Other Expenses$23,074$103,787-$126,861
Advertising-$38,152-$38,152
Total Functional Expenses$13,568,142$2,101,263$0$15,669,405
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
Leases Payable$28,319

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$8,431,755$4,774,427$163,245
B$3,555,000$3,545,128$1,881,724$9,872

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
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
Yes
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“Draft 990 is presented at the board meeting.”

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

“The board has developed a review process for the ceo which includes gather information from multiple sources. Compensation is also compared to wage surveys.”

Form 990, Page 6, Part VI, 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

Signing Officer

Name
Paula Geise
Title
President/CEO
Phone
3193524540
Signed
2025-08-06

Organization Details

Principal Officer
Paula Geise
Formed
1950
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
343
Volunteers
135

Preparer

Firm
Ryun Givens & Company Pc
Address
2900 100TH ST STE 303, URBANDALE, IA 50322-3855
Preparer
Kathy a French
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“Bartels lutheran retirement communi”

Form 990, Part IX, Line 11G

“Purchased services 2,185,296 5,471 0 professional services 0 190,663 0 total 2,185,296 196,134 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“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 644 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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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,207,700
Liabilities
$35,842,831
Net assets
$6,364,869
Revenue
$14,522,024
Expenses
$15,669,405
Net income
-$1,147,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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