Civic Intelligence

Bartels Lutheran Home Memorial Foundation

990 • Fiscal year 2017 • EIN 42-1251643

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

Organization ProfileWWW.BARTELSCOMMUNITY.ORG
1922 5th Avenue NWWaverly, IA 50677

(319) 352-4540

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$189,791

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 59.8% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

35%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$5,670,861

Up $525,397 (+10%) from 2016

Net Assets

Up

$5,658,926

Up $526,096 (+10%) from 2016

Liabilities

Down

$11,935

Down $699 (-5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin79th percentile

Revenue

Up

$317,525

Up $81,681 (+35%) from 2016

Expenses

Down

$248,987

Down $17,584 (-6.6%) from 2016

Net Income

Up

$68,538

Up $99,265 (+323%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2017

Assets$5,670,861
Liabilities$11,935
Net Assets$5,658,926
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

2017

Revenue$317,525
Expenses$248,987
Net Income$68,538
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.2
Gross Receipts
$4,197,732
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 for the mission of bartels lutheran home, a continuing care retirement community that enhances lives through quality service and christian care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,091,446$5,619,136▲ $527,690
Savings and Temporary Cash Investments$16,576--
Accounts Receivable-$14,821-
Cash and Non-Interest-Bearing Accounts-$2,014-
Total Assets$5,145,464$5,670,861▲ $525,397
Other Assets Total$37,442$34,890▼ $2,552
Liabilities
Accounts Payable and Accrued Expenses$11,625$11,935▲ $310
Other Liabilities$1,009$0▼ $1,009
Total Liabilities$12,634$11,935▼ $699
Net Assets / Fund Balance
Unrestricted Net Assets$3,730,839$4,020,454▲ $289,615
Temporarily Rstr Net Assets$777,501$993,922▲ $216,421
Permanently Rstr Net Assets$624,490$644,550▲ $20,060
Total Net Assets Fund Balance$5,132,830$5,658,926▲ $526,096
Total Liabilities and Net Assets / Fund Balance$5,145,464$5,670,861▲ $525,397

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,619,136--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,298,387$22,310▲ $319,786$103,700$2,536,783
2016$2,273,988$2,850▲ $114,299$92,750$2,298,387
2015$2,178,879$4,575▼ $27,831$1,290$2,154,333
2014$2,122,946$1,880▲ $120,999$66,946$2,178,879
2013$1,775,833$6,930▲ $439,502$99,319$2,122,946
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Cynthia SchakeVP of Business ServicesFT$116,638$116,638
Barbara BridgesVice President/bus DevFT$91,975$91,975

Board Members and Trustees

NameTitle
Bob BrunkhorstChair
Debra SchroederPresident/CEO
Ann BenschoterTrustee
Bill HammTrustee
Jan StriepeTrustee
Julie LindamanTrustee
Keith CollinsTrustee
Ryan RasmussenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$28,915
Program Service Revenue
$0
Investment Income
$288,610
Other Revenue
$0
All Other Contributions
$28,915
Change in Net Assets
$68,538

Audited Revenue Reconciliation

Revenue per Audited Statements
$317,525
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$457,558
Total Revenue per Audited Statements
$775,083
Total Revenue per Form 990
$317,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$242,800
Other Expenses$6,187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$242,800--$242,800
Interest$3,414--$3,414
Fees for Services Accounting$2,300--$2,300
Fees for Services Other$473--$473
Total Functional Expenses$248,987$0$0$248,987

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$248,987
Total Expenses per Audited Statements$248,987
Total Expenses per Form 990$248,987
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bartels Lutheran HomeWaverly, IA501c3To Provide Support for Bartels Lutheran Home$242,800
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
No
Backup withholding compliance
Yes
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, Part VI, Section B, 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, 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 C, 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
Doing Business As
Bartels Memorial Foundation

Signing Officer

Name
Debra Schroeder
Title
President & CEO
Phone
3193522001
Signed
2018-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Schroeder
Formed
1984
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment funds have been established for the chaplaincy program.”

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 than 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 488 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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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420752685
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0242800
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BARTELS LUTHERAN HOME
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0242800
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.30400
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02298387
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt022310
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02536783
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0319786
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0103700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02273988
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02298387
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114299
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt092750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02178879
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04575
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02154333
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-27831
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01290
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02122946
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01880
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02178879
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0120999
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt066946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01775833
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06930
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02122946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0439502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt099319
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0248987
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0457558
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05619136
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GENERAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.30320
IRS990ScheduleD/RevenueNotReportedAmt0457558
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0317525
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR THE CHAPLAINCY PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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 THAN 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/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.39280
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05619136
IRS990ScheduleD/TotalExpensesPerForm990Amt0248987
IRS990ScheduleD/TotalRevenuePerForm990Amt0317525
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0775083
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0248987
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0242800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT FOR BARTELS LUTHERAN HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BARTELS LUTHERAN HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0420752685
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01922 5TH AVE NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WAVERLY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050677
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0ACTUAL
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt09404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0156606
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt01469
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt015672
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBRA SCHROEDER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0189791
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH 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/ExplanationTxt1ANNUAL DISCLOSURE OF CONFLICT OF INTEREST AND REQUIREMENT TO NOTIFY. BOARD MEMBERS ABSTAIN FROM VOTING ON MOTIONS THAT REPRESENT A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS 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, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BARTELS LUTHERAN HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0420752685
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LONG-TERM CARE AND HOUSING FOR ELDERLY AND INCAPACITATED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01922 5TH AVE NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WAVERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd050677
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0242800
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BARTELS LUTHERAN HOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,670,861
Liabilities
$11,935
Net assets
$5,658,926
Revenue
$317,525
Expenses
$248,987
Net income
$68,538
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