Civic Intelligence

Bethany Home Foundation

990 • Fiscal year 2024 • EIN 42-1391031

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 09, 2025

Organization ProfileBETHANYHOMEDUBUQUE.COM
1005 Lincoln AvenueDubuque, IA 52001

(563) 556-5233

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

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

Liabilities / Revenue

8th percentile

0.00x

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

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

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

51st percentile

$131,184

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

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

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,149,862

Up $637,637 (+14%) from 2023

Net Assets

Up

$5,149,862

Up $637,637 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin100th percentile

Revenue

Down

$392,070

Down $229,021 (-37%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Down

$392,070

Down $229,021 (-37%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2024

Assets$5,149,862
Liabilities$0
Net Assets$5,149,862
Open 2024 Filing

Operations Trend

Revenue Growth7th 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

2024

Revenue$392,070
Expenses$0
Net Income$392,070
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 9, 2025
Return Version
2024v5.0
Gross Receipts
$392,070
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,319,299$5,149,862▲ $830,563
Cash and Non-Interest-Bearing Accounts$192,926--
Total Assets$4,512,225$5,149,862▲ $637,637
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,014,397$4,596,503▲ $582,106
Net Assets With Donor Restrictions$497,828$553,359▲ $55,531
Total Net Assets Fund Balance$4,512,225$5,149,862▲ $637,637
Total Liabilities and Net Assets / Fund Balance$4,512,225$5,149,862▲ $637,637

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$497,828-▲ $65,291$9,760$553,359
2023$436,341-▲ $69,336$7,849$497,828
2022$491,690-▼ $49,513$5,836$436,341
2021$407,911-▲ $89,506$5,727$491,690
2020$365,995-▲ $46,536$4,620$407,911
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleOtherTotal
Susan WestmarkAdministrato$131,184$131,184

Board Members and Trustees

NameTitle
Jackie CarlPresident
Jan HayertzDirector
Todd StevensonDirector
Ken MillerSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$14,030
Program Service Revenue
$0
Investment Income
$378,040
Other Revenue
$0
All Other Contributions
$14,030
Change in Net Assets
$392,070
Expenses and Functional Allocation

Major Expense Lines

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

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

Form 990, Page 6, Part VI, Line 12C

“The policy is talked about regularly at board meetings”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Susan Westmark
Title
Administrator
Phone
5635565233
Signed
2025-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Westmark
Formed
1990
Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
1

Preparer

Firm
Williams & Company CPA Pc
Address
4280 SERGEANT RD STE 250, SIOUX CITY, IA 51106-4612
Preparer
Alexandrea N Keller CPA
Phone
7122525337
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, 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 Appendix347 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS FORM 990 AS PREPARED BY THE ACCOUNTING FIRM THAT PROVIDES AUDIT SERVICES. THE ORGANIZATION'S ADMINISTRATOR AND BOOKKEEPER WILL APPROVE THE 990 PREPARED BY THE ACCOUNTING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS TALKED ABOUT REGULARLY AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A WRITTEN OR TELEPHONE REQUEST MUST BE MADE TO THE ORGANIZATION'S ADMINISTRATOR. A NOMINAL COPY CHARGE WILL BE COLLECTED IF COPIES ARE REQUESTED.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt01005 LINCOLN AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DUBUQUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09760
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BETHANY HOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04512225
IRS990/TotalAssetsEOYAmt05149862
IRS990/TotalAssetsGrp/BOYAmt04512225
IRS990/TotalAssetsGrp/EOYAmt05149862
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014030
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04512225
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05149862
IRS990/TotalRevenueGrp/ExclusionAmt0378040
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0392070
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04512225
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05149862
IRS990/TotReportableCompRltdOrgAmt0131184
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01005 LINCOLN AVENUE
IRS990/USAddress/CityNm0DUBUQUE
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052001
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0BETHANYHOMEDUBUQUE.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN WESTMARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05635565233
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETHANY HOME FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETH
ReturnHeader/Filer/EIN0421391031
ReturnHeader/Filer/PhoneNum05635565233
ReturnHeader/Filer/USAddress/AddressLine1Txt01005 LINCOLN AVENUE
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421377056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04280 SERGEANT RD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIOUX CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0511064612
ReturnHeader/PreparerPersonGrp/PhoneNum07122525337
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDREA N KELLER CPA
ReturnHeader/ReturnTs02025-07-30T17:15:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,149,862
Liabilities
$0
Net assets
$5,149,862
Revenue
$392,070
Expenses
$0
Net income
$392,070
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