Civic Intelligence

Bartels Lutheran Home Memorial Foundation

EIN 42-1251643 • 501(c)3 • Waverly, IA

Profile

To provide support to the mission of bartels lutheran home, a continuing care retirement community that enriches lives through quality service and christian care.

1922 5th Avenue NWWaverly, IA 50677

www.bartelscommunity.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.05x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

9.0%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

87%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$7,208,305

Up $597,236 (+9.0%) from 2023

Liabilities

Up

$17,259

Up $3,896 (+29%) from 2023

Net Assets

Up

$7,191,046

Up $593,340 (+9.0%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin62nd percentile

Revenue

Up

$348,079

Up $162,026 (+87%) from 2023

Expenses

Up

$310,761

Up $3,981 (+1.3%) from 2023

Net Income

Up

$37,318

Up $158,045 (+131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,169,940Liabilities 2010: $60,857Net Assets 2010: $4,109,0832010Assets 2011: $3,992,376Liabilities 2011: $41,331Net Assets 2011: $3,951,0452011Assets 2012: $4,163,515Liabilities 2012: $12,634Net Assets 2012: $4,150,8812012Assets 2013: $5,083,806Liabilities 2013: $32,209Net Assets 2013: $5,051,5972013Assets 2014: $5,291,387Liabilities 2014: $116,636Net Assets 2014: $5,174,7512014Assets 2015: $5,113,172Liabilities 2015: $11,967Net Assets 2015: $5,101,2052015Assets 2016: $5,145,464Liabilities 2016: $12,634Net Assets 2016: $5,132,8302016Assets 2017: $5,670,861Liabilities 2017: $11,935Net Assets 2017: $5,658,9262017Assets 2018: $5,405,482Liabilities 2018: $40,634Net Assets 2018: $5,364,8482018Assets 2019: $6,175,681Liabilities 2019: $8,972Net Assets 2019: $6,166,7092019Assets 2020: $6,614,997Liabilities 2020: $9,040Net Assets 2020: $6,605,9572020Assets 2021: $7,297,043Liabilities 2021: $10,367Net Assets 2021: $7,286,6762021Assets 2022: $5,930,297Liabilities 2022: $8,831Net Assets 2022: $5,921,4662022Assets 2023: $6,611,069Liabilities 2023: $13,363Net Assets 2023: $6,597,7062023Assets 2024: $7,208,305Liabilities 2024: $17,259Net Assets 2024: $7,191,0462024

Highlighted filing

2024

Assets$7,208,305
Liabilities$17,259
Net Assets$7,191,046
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $135,8082010Expenses 2011: $227,1552011Expenses 2012: $253,5072012Revenue 2013: $653,800Expenses 2013: $163,357Net Income 2013: $490,4432013Revenue 2014: $473,160Expenses 2014: $200,942Net Income 2014: $272,2182014Revenue 2015: $432,224Expenses 2015: $44,367Net Income 2015: $387,8572015Revenue 2016: $235,844Expenses 2016: $266,571Net Income 2016: -$30,7272016Revenue 2017: $317,525Expenses 2017: $248,987Net Income 2017: $68,5382017Revenue 2018: $629,034Expenses 2018: $203,801Net Income 2018: $425,2332018Revenue 2019: $394,733Expenses 2019: $296,744Net Income 2019: $97,9892019Revenue 2020: $223,736Expenses 2020: $263,131Net Income 2020: -$39,3952020Revenue 2021: $594,793Expenses 2021: $283,164Net Income 2021: $311,6292021Revenue 2022: $214,669Expenses 2022: $281,104Net Income 2022: -$66,4352022Revenue 2023: $186,053Expenses 2023: $306,780Net Income 2023: -$120,7272023Revenue 2024: $348,079Expenses 2024: $310,761Net Income 2024: $37,3182024

Highlighted filing

2024

Revenue$348,079
Expenses$310,761
Net Income$37,318
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,208,305
Liabilities
$17,259
Net assets
$7,191,046
Revenue
$348,079
Expenses
$310,761
Net income
$37,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.02$7.19$0.35$0.31$0.04
2023Detailed filing. Detailed filing data is available for this year.$6.61$0.01$6.60$0.19$0.31$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.93$0.01$5.92$0.21$0.28$0.07
2021Detailed filing. Detailed filing data is available for this year.$7.30$0.01$7.29$0.59$0.28$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.61$0.01$6.61$0.22$0.26$0.04
2019Detailed filing. Detailed filing data is available for this year.$6.18$0.01$6.17$0.39$0.30$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.41$0.04$5.36$0.63$0.20$0.43
2017Detailed filing. Detailed filing data is available for this year.$5.67$0.01$5.66$0.32$0.25$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.15$0.01$5.13$0.24$0.27$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.11$0.01$5.10$0.43$0.04$0.39
2014Detailed filing. Detailed filing data is available for this year.$5.29$0.12$5.17$0.47$0.20$0.27
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.03$5.05$0.65$0.16$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.01$4.15$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.04$3.95$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.06$4.11$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.0
Gross Receipts
$348,079
Mission and Program Overview

Mission

To provide support for the mission of bartels lutheran home, a continuing care retirement community that enriches lives through quality service and christian care.

To provide support to the mission of bartels lutheran home, a continuing care retirement community that enriches lives through quality service and christian care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,489,810$7,089,204▲ $599,394
Cash and Non-Interest-Bearing Accounts$69,947$72,281▲ $2,334
Total Assets$6,611,069$7,208,305▲ $597,236
Other Assets Total$51,312$46,820▼ $4,492
Liabilities
Accounts Payable and Accrued Expenses$13,363$17,259▲ $3,896
Total Liabilities$13,363$17,259▲ $3,896
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,622,270$4,937,586▲ $315,316
Net Assets With Donor Restrictions$1,975,436$2,253,460▲ $278,024
Total Net Assets Fund Balance$6,597,706$7,191,046▲ $593,340
Total Liabilities and Net Assets / Fund Balance$6,611,069$7,208,305▲ $597,236

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,089,204--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,975,437-▲ $408,024$130,000$2,253,461
2023$1,679,699-▲ $424,738$129,000$1,975,437
2022$2,259,983-▼ $460,284$120,000$1,679,699
2021$1,982,799$150▲ $397,033$120,000$2,259,983
2020$1,797,949$100▲ $294,751$110,000$1,982,799
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Paula GeisePresident/ce$224,493$224,493
Peggy ZumbachCFO$129,439$129,439

Board Members and Trustees

NameTitle
Shelly KrumweideChair
Paula GeisePresident/CEO
Rev Mark AndersonTrustee
Richard McburneyTrustee
Susan WhitsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$348,079
Other Revenue
$0
Change in Net Assets
$37,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$310,000
Other Expenses$761
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$310,000--$310,000
Other Expenses-$449-$449
Occupancy-$312-$312
Total Functional Expenses$310,000$761$0$310,761
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bartels Lutheran HomeWaverly, IA501c3To Provide Support F$310,000
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
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
No
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

“Each board member of bartels lutheran home (a related organization) will recieve an electronic copy of form 990 for their review prior to submission.”

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 19

“Documents are available to the public upon request and 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 Memorial
EIN
42-1251643
Phone
3193524540
Address
1922 5TH AVENUE 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
1984
Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
4
Employees
0

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 memorial foundation”

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 finnacial 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 Appendix393 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0GENERAL FUNDS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 FINNACIAL 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BARTELS MEMORIAL FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER OF BARTELS LUTHERAN HOME (A RELATED ORGANIZATION) WILL RECIEVE AN ELECTRONIC COPY OF FORM 990 FOR THEIR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL DISCLOSURE OF CONFLICT OF INTEREST AND REQUIREMENT TO NOTIFY. BOARD MEMBERS ABSTAIN FROM VOTING ON MOTIONS THAT REPRESENT A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE GUIDESTAR WEBSITE AND AT WWW.BARTELSCOMMUNITY.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA GEISE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03193524540
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARTELS LUTHERAN HOME MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BART
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871438555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYUN GIVENS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 100TH ST STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0URBANDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503223855
ReturnHeader/PreparerPersonGrp/PhoneNum05152253141
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY A FRENCH
ReturnHeader/ReturnTs02025-09-08T17:37:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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