Civic Intelligence

Bethany Home Foundation

990 • Fiscal year 2019 • EIN 42-1391031

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 21, 2020

Organization ProfileBETHANYHOMEDUBUQUE.COM
1005 Lincoln AveDubuque, IA 52001

(563) 556-5233

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$84,356

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 45.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

245%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$3,409,268

Up $680,996 (+25%) from 2018

Net Assets

Up

$3,409,268

Up $680,996 (+25%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

Up

$186,178

Up $132,277 (+245%) from 2018

Expenses

Up

$5,338

Up $2,106 (+65%) from 2018

Net Income

Up

$180,840

Up $130,171 (+257%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,601,625Liabilities 2011: $0Net Assets 2011: $1,601,6252011Assets 2012: $1,770,781Liabilities 2012: $0Net Assets 2012: $1,770,7812012Assets 2013: $2,287,033Liabilities 2013: $0Net Assets 2013: $2,287,0332013Assets 2014: $2,552,893Liabilities 2014: $0Net Assets 2014: $2,552,8932014Assets 2015: $2,546,582Liabilities 2015: $0Net Assets 2015: $2,546,5822015Assets 2016: $2,663,488Liabilities 2016: $0Net Assets 2016: $2,663,4882016Assets 2017: $3,029,186Liabilities 2017: $0Net Assets 2017: $3,029,1862017Assets 2018: $2,728,272Liabilities 2018: $0Net Assets 2018: $2,728,2722018Assets 2019: $3,409,268Liabilities 2019: $0Net Assets 2019: $3,409,2682019Assets 2020: $3,618,423Liabilities 2020: $0Net Assets 2020: $3,618,4232020Assets 2021: $4,363,065Liabilities 2021: $0Net Assets 2021: $4,363,0652021Assets 2022: $3,966,861Liabilities 2022: $0Net Assets 2022: $3,966,8612022Assets 2023: $4,512,225Liabilities 2023: $0Net Assets 2023: $4,512,2252023Assets 2024: $5,149,862Liabilities 2024: $0Net Assets 2024: $5,149,8622024

Highlighted filing

2019

Assets$3,409,268
Liabilities$0
Net Assets$3,409,268
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$800K$600K$400K$200K$0Revenue 2011: $31,038Expenses 2011: $12,878Net Income 2011: $18,1602011Expenses 2012: $4,8352012Revenue 2013: $271,413Expenses 2013: $4,427Net Income 2013: $266,9862013Revenue 2014: $197,624Expenses 2014: $4,312Net Income 2014: $193,3122014Revenue 2015: $387,351Expenses 2015: $3,522Net Income 2015: $383,8292015Revenue 2016: $16,239Expenses 2016: $3,391Net Income 2016: $12,8482016Revenue 2017: $215,563Expenses 2017: $4,000Net Income 2017: $211,5632017Revenue 2018: $53,901Expenses 2018: $3,232Net Income 2018: $50,6692018Revenue 2019: $186,178Expenses 2019: $5,338Net Income 2019: $180,8402019Revenue 2020: $174,142Expenses 2020: $4,620Net Income 2020: $169,5222020Revenue 2021: $558,149Expenses 2021: $5,727Net Income 2021: $552,4222021Revenue 2022: $266,653Expenses 2022: $5,836Net Income 2022: $260,8172022Revenue 2023: $621,091Expenses 2023: $0Net Income 2023: $621,0912023Revenue 2024: $392,070Expenses 2024: $0Net Income 2024: $392,0702024

Highlighted filing

2019

Revenue$186,178
Expenses$5,338
Net Income$180,840
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 21, 2020
Return Version
2019v5.1
Gross Receipts
$1,196,680
Mission and Program Overview

Mission

To support the activities of bethany home (related organization).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,728,272$3,409,268▲ $680,996
Total Assets$2,728,272$3,409,268▲ $680,996
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,407,099$3,019,477▲ $612,378
Net Assets With Donor Restrictions$321,173$389,791▲ $68,618
Total Net Assets Fund Balance$2,728,272$3,409,268▲ $680,996
Total Liabilities and Net Assets / Fund Balance$2,728,272$3,409,268▲ $680,996

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$302,715-▲ $68,618$5,338$365,995
2018$354,076-▼ $48,129$3,232$302,715
2017$313,693-▲ $44,383$4,000$354,076
2016$308,567-▲ $8,517$3,391$313,693
2015$320,069-▼ $7,980$3,522$308,567
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleOtherTotal
Susan WestmarkAdministrator$84,356$84,356

Board Members and Trustees

NameTitle
Ken MillerPresident/director
Donna MillerDirector
Robert MillerDirector
Shirley ChristensenSecretary/director
Revenue and Support

Revenue Composition

Contributions and Grants
$34,051
Program Service Revenue
$0
Investment Income
$152,127
Other Revenue
$0
All Other Contributions
$34,051
Change in Net Assets
$180,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,338
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$5,338--$5,338
Total Functional Expenses$5,338$0$0$5,338
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
Audit committee
No
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
No
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

“The organization reviews the form 990 as prepared by the accounting firm that performs the audit services. The organization's administrator and bookkeeper will approve the form 990.”

Form 990, Part VI, Section C, Line 19

“A written or telephone request must be made to the ogranization's administrator. A nominal copy charge will be billed if copies are requested.”

Filing and Contact Details

Filer

Filer Name
Bethany Home Foundation
EIN
42-1391031
Phone
5635565233
Address
1005 LINCOLN AVE, DUBUQUE, IA 52001

Signing Officer

Name
Susan Westmark
Title
Administrator
Phone
5635565233
Signed
2020-08-21
Discuss with paid preparer
No

Organization Details

Principal Officer
Susan Westmark
Formed
1990
Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
O'CONNOR BROOKS & CO PC
Address
PO BOX 743, DUBUQUE, IA 52004-0743
Preparer
James W Hannan CPA
Phone
5635827224
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment fund is intended to provide a predictable, regular distribution of funds for use as part of bethany home's (related organization) operating budget, as well as provide long-term growth of the endowment.”

Raw XML Appendix364 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/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUND IS INTENDED TO PROVIDE A PREDICTABLE, REGULAR DISTRIBUTION OF FUNDS FOR USE AS PART OF BETHANY HOME'S (RELATED ORGANIZATION) OPERATING BUDGET, AS WELL AS PROVIDE LONG-TERM GROWTH OF THE ENDOWMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS THE FORM 990 AS PREPARED BY THE ACCOUNTING FIRM THAT PERFORMS THE AUDIT SERVICES. THE ORGANIZATION'S ADMINISTRATOR AND BOOKKEEPER WILL APPROVE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A WRITTEN OR TELEPHONE REQUEST MUST BE MADE TO THE OGRANIZATION'S ADMINISTRATOR. A NOMINAL COPY CHARGE WILL BE BILLED IF COPIES ARE REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt05338
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BETHANY HOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02728272
IRS990/TotalAssetsEOYAmt03409268
IRS990/TotalAssetsGrp/BOYAmt02728272
IRS990/TotalAssetsGrp/EOYAmt03409268
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034051
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05338
IRS990/TotalFunctionalExpensesGrp/TotalAmt05338
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02728272
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03409268
IRS990/TotalOtherCompensationAmt07490
IRS990/TotalProgramServiceExpensesAmt05338
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0152127
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186178
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02728272
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03409268
IRS990/TotReportableCompRltdOrgAmt076866
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01005 LINCOLN AVE
IRS990/USAddress/CityNm0DUBUQUE
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052001
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0BETHANYHOMEDUBUQUE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN WESTMARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05635565233
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETHANY HOME FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0421391031
ReturnHeader/Filer/PhoneNum05635565233
ReturnHeader/Filer/USAddress/AddressLine1Txt01005 LINCOLN AVE
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB81B7F8F08EEC2591B14BFF57FB0B4D0F8ACBF8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00858558A2C26E1464053E3AF8A09E9897BA0A1DE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.237.24.10
ReturnHeader/FilingSecurityInformation/IPDt02020-08-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:04:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421302327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR BROOKS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 743
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBUQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0520040743
ReturnHeader/PreparerPersonGrp/PhoneNum05635827224
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W HANNAN CPA
ReturnHeader/ReturnTs02020-08-24T14:36:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,409,268
Liabilities
$0
Net assets
$3,409,268
Revenue
$186,178
Expenses
$5,338
Net income
$180,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.39$0.00$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.62$0.00$0.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$0.27$0.01$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.56$0.01$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.17$0.00$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.19$0.01$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.05$0.00$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.22$0.00$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.02$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.39$0.00$0.38
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.20$0.00$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.27$0.00$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.00
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.03$0.01$0.02