Civic Intelligence

Bartels Lutheran Home Memorial Foundation

990 • Fiscal year 2012 • EIN 42-1251643

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 06, 2013

Organization ProfileWWW.BARTELSCOMMUNITY.ORG
1922 5th Avenue NW50677
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

4.3%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,163,515

Up $171,139 (+4.3%) from 2011

Net Assets

Up

$4,150,881

Up $199,836 (+5.1%) from 2011

Liabilities

Down

$12,634

Down $28,697 (-69%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$253,507

Up $26,352 (+12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2012

Assets$4,163,515
Liabilities$12,634
Net Assets$4,150,881
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$253,507
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 6, 2013
Return Version
2012v2.1
Gross Receipts
$2,637,670
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.

Filing and Contact Details

Filer

EIN
42-1251643
Raw XML AppendixShowing 400 of 501 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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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF BARTELS LUTHERAN HOME (A RELATED ORGANIZATION) SETS COMPENSATION FOR THE CEO USING COMPENSATION SURVEYS AND OTHER RELEVANT DATA.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS DURING 2012.
IRS990ScheduleO/GeneralExplanation/Explanation1EACH BOARD MEMBER OF BARTELS LUTHERAN HOME (A RELATED ORGANIZATION) WILL RECIEVE AN ELECTRONIC COPY OF FORM 990 FOR THEIR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/GeneralExplanation/Explanation2ANNUAL DISCLOSURE OF CONFLICT OF INTEREST AND REQUIREMENT TO NOTIFY. BOARD MEMBERS ABSTAIN FROM VOTING ON MOTIONS THAT REPRESENT A CONFLICT OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE GUIDESTAR WEBSITE AND AT WWW.BARTELSCOMMUNITY.ORG.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine101922 5TH AVE NW
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0WAVERLY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0IA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode050677
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0420752685
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0IA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10BARTELS LUTHERAN HOME
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0LONG-TERM CARE AND HOUSING FOR ELDERLY AND INCAPACITATED
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 9
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg01
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg01
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved065089
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved1217788
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved270461
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved3117788
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved4217788
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0ACTUAL AMOUNT PAID
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination1ACTUAL AMOUNT PAID
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination2ACTUAL AMOUNT PAID
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination3ACTUAL AMOUNT PAID

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,163,515
Liabilities
$12,634
Net assets
$4,150,881
Revenue
-
Expenses
$253,507
Net income
-
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