Civic Intelligence

Bethany Home Foundation

990 • Fiscal year 2020 • EIN 42-1391031

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 22, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$107,313

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 61.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

51st percentile

6.1%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-6.5%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$3,618,423

Up $209,155 (+6.1%) from 2019

Net Assets

Up

$3,618,423

Up $209,155 (+6.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

Down

$174,142

Down $12,036 (-6.5%) from 2019

Expenses

Down

$4,620

Down $718 (-13%) from 2019

Net Income

Down

$169,522

Down $11,318 (-6.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$3,618,423
Liabilities$0
Net Assets$3,618,423
Open 2020 Filing

Operations Trend

Revenue Growth37th 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

2020

Revenue$174,142
Expenses$4,620
Net Income$169,522
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 22, 2021
Return Version
2020v4.1
Gross Receipts
$3,868,252
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,409,268$3,618,423▲ $209,155
Total Assets$3,409,268$3,618,423▲ $209,155
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,019,477$3,210,512▲ $191,035
Net Assets With Donor Restrictions$389,791$407,911▲ $18,120
Total Net Assets Fund Balance$3,409,268$3,618,423▲ $209,155
Total Liabilities and Net Assets / Fund Balance$3,409,268$3,618,423▲ $209,155

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$365,995-▲ $46,536$4,620$407,911
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
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleOtherTotal
Susan WestmarkAdministrator$107,313$107,313

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$18,894
Program Service Revenue
$0
Investment Income
$155,248
Other Revenue
$0
All Other Contributions
$18,894
Change in Net Assets
$169,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,620
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$4,620--$4,620
Total Functional Expenses$4,620$0$0$4,620
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
2021-09-22
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 Appendix362 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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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04620
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/TotalAssetsBOYAmt03409268
IRS990/TotalAssetsEOYAmt03618423
IRS990/TotalAssetsGrp/BOYAmt03409268
IRS990/TotalAssetsGrp/EOYAmt03618423
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018894
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04620
IRS990/TotalFunctionalExpensesGrp/TotalAmt04620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03409268
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03618423
IRS990/TotalOtherCompensationAmt08575
IRS990/TotalProgramServiceExpensesAmt04620
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0155248
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174142
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03409268
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03618423
IRS990/TotReportableCompRltdOrgAmt098738
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN WESTMARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05635565233
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-22
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/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/ReturnTs02021-10-26T15:09:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WESTMARK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,618,423
Liabilities
$0
Net assets
$3,618,423
Revenue
$174,142
Expenses
$4,620
Net income
$169,522
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