Civic Intelligence

Bethany Home Society Foundation Inc

EIN 91-1787884 • 501(c)3 • Ripon, CA

Profile

To receive and raise funds for a perpetual endowment fund for the purpose of using the income therefrom to render assistance toward the support of residents of the retirement home operated by bethany home society of san joaquin county, inc., a california nonprofit corporation and to provide for the continuity of existence of bethany society of san joaquin county, inc. By promoting the welfare of said nonprofit corporation through distribution of fund net income for the exempt purposes of bethany home society of san joaquin county, inc.

930 W Main StRipon, CA 95366

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

27th percentile

0.05x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-7.5%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$7,472,657

Up $556,218 (+8.0%) from 2024

Liabilities

Up

$29,706

Up $23,493 (+378%) from 2024

Net Assets

Up

$7,442,951

Up $532,725 (+7.7%) from 2024

Revenue

Down

$654,399

Down $53,394 (-7.5%) from 2024

Expenses

Down

$121,674

Down $73,566 (-38%) from 2024

Net Income

Up

$532,725

Up $20,172 (+3.9%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,134,197Liabilities 2010: $61,558Net Assets 2010: $2,072,6392010Assets 2011: $2,191,688Liabilities 2011: $90,054Net Assets 2011: $2,101,6342011Assets 2012: $2,290,053Liabilities 2012: $96,022Net Assets 2012: $2,194,0312012Assets 2013: $3,119,207Liabilities 2013: $73,224Net Assets 2013: $3,045,9832013Assets 2014: $3,255,709Liabilities 2014: $54,702Net Assets 2014: $3,201,0072014Assets 2015: $3,506,783Liabilities 2015: $14,563Net Assets 2015: $3,492,2202015Assets 2016: $3,693,271Liabilities 2016: $0Net Assets 2016: $3,693,2712016Assets 2017: $3,958,881Liabilities 2017: $849Net Assets 2017: $3,958,0322017Assets 2018: $4,611,131Liabilities 2018: $18,261Net Assets 2018: $4,592,8702018Assets 2019: $4,726,127Liabilities 2019: $35,078Net Assets 2019: $4,691,0492019Assets 2020: $5,004,357Liabilities 2020: $6,433Net Assets 2020: $4,997,9242020Assets 2021: $5,633,039Liabilities 2021: $3,184Net Assets 2021: $5,629,8552021Assets 2022: $5,886,452Liabilities 2022: $6,329Net Assets 2022: $5,880,1232022Assets 2023: $6,398,595Liabilities 2023: $922Net Assets 2023: $6,397,6732023Assets 2024: $6,916,439Liabilities 2024: $6,213Net Assets 2024: $6,910,2262024Assets 2025: $7,472,657Liabilities 2025: $29,706Net Assets 2025: $7,442,9512025

Highlighted filing

2025

Assets$7,472,657
Liabilities$29,706
Net Assets$7,442,951

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Expenses 2010: $198,1372010Expenses 2011: $196,3082011Expenses 2012: $167,5042012Revenue 2013: $1,276,969Expenses 2013: $425,017Net Income 2013: $851,9522013Revenue 2014: $353,030Expenses 2014: $198,006Net Income 2014: $155,0242014Revenue 2015: $524,542Expenses 2015: $233,329Net Income 2015: $291,2132015Revenue 2016: $454,672Expenses 2016: $253,621Net Income 2016: $201,0512016Revenue 2017: $468,875Expenses 2017: $204,114Net Income 2017: $264,7612017Revenue 2018: $907,933Expenses 2018: $273,095Net Income 2018: $634,8382018Revenue 2019: $522,974Expenses 2019: $424,795Net Income 2019: $98,1792019Revenue 2020: $464,879Expenses 2020: $158,004Net Income 2020: $306,8752020Revenue 2021: $848,348Expenses 2021: $216,417Net Income 2021: $631,9312021Revenue 2022: $575,563Expenses 2022: $325,295Net Income 2022: $250,2682022Revenue 2023: $755,738Expenses 2023: $238,188Net Income 2023: $517,5502023Revenue 2024: $707,793Expenses 2024: $195,240Net Income 2024: $512,5532024Revenue 2025: $654,399Expenses 2025: $121,674Net Income 2025: $532,7252025

Highlighted filing

2025

Revenue$654,399
Expenses$121,674
Net Income$532,725

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.47$0.03$7.44$0.65$0.12$0.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.01$6.91$0.71$0.20$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.76$0.24$0.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.89$0.01$5.88$0.58$0.33$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.00$5.63$0.85$0.22$0.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.01$5.00$0.46$0.16$0.31
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.04$4.69$0.52$0.42$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.02$4.59$0.91$0.27$0.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.47$0.20$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.45$0.25$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.49$0.52$0.23$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.26$0.05$3.20$0.35$0.20$0.16
2013Summary only. Only limited summary data is available for this year.$3.12$0.07$3.05$1.28$0.43$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.10$2.19$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.09$2.10$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.06$2.07$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Feb 25, 2026
Return Version
2024v5.2
Gross Receipts
$1,194,631
Mission and Program Overview

Mission

To receive and raise funds for a perpetual endowment fund for the purpose of using the income therefrom to render assistance toward the support of residents of the retirement home operated by bethany home society of san joaquin county, inc., a california nonprofit corporation and to provide for the continuity of existence of bethany society of san joaquin county, inc. By promoting the welfare of said nonprofit corporation through distribution of fund net income for the exempt purposes of bethany home society of san joaquin county, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,239,707$4,668,831▲ $429,124
Land, Buildings, and Equipment, Net$1,764,723$2,436,554▲ $671,831
Cash and Non-Interest-Bearing Accounts$904,509$367,272▼ $537,237
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,916,439$7,472,657▲ $556,218
Other Assets Total$7,500$0▼ $7,500
Liabilities
Accounts Payable and Accrued Expenses$6,213$29,706▲ $23,493
Total Liabilities$6,213$29,706▲ $23,493
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,656,949$7,264,926▲ $607,977
Net Assets With Donor Restrictions$253,277$178,025▼ $75,252
Total Net Assets Fund Balance$6,910,226$7,442,951▲ $532,725
Total Liabilities and Net Assets / Fund Balance$6,916,439$7,472,657▲ $556,218

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,436,554$518,983$2,955,537

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$6,907,582$357,566▲ $296,832-$7,440,307
2023$6,395,029$397,638▲ $310,155-$6,907,582
2022$5,877,479$531,491▲ $224,247-$6,395,029
2021$5,627,211$299,398▲ $276,165-$5,877,479
2020$4,995,280$496,904▲ $351,444-$5,627,211
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robin BairPresident
Tom KoolhaasVice President
Art TanisTrustee
Chris PoleyTrustee
Paul HiemstraSecretary
Rick Van UnenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$357,566
Program Service Revenue
$0
Investment Income
$327,889
Other Revenue
$-31,056
All Other Contributions
$357,566
Change in Net Assets
$532,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,616
Other Expenses$49,058
Total Fundraising Expense$14,510
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,616--$72,616
Fees for Service Investment Mgmnt Fees-$28,828-$28,828
Fees for Services Accounting-$5,720-$5,720
All Other Expenses--$2,390$2,390
Other Expenses--$2,285$2,285
Insurance--$18$18
Total Functional Expenses$72,616$34,548$14,510$121,674
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bethany Home Society of San JoaqRipon, CA-Support of organizations exempt purpose$72,616
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The treasurer will review the return and confer with management or the accountants regarding any questions or comments. The treasurer will also be responsbible for signing the return.

Form 990, Part VI, Section B, Line 12C

The board is required to sign a confirmation of understanding of policy and disclose any conflicts annually.

Form 990, Part VI, Section C, Line 19

All governing documents, policies, and financial statements are available upon request

Filing and Contact Details

Filer

Filer Name
Bethany Home Society Foundation Inc
EIN
91-1787884
Phone
2095994221
Address
930 W MAIN ST, RIPON, CA 95366

Signing Officer

Name
Rick Van Unen
Title
Treasurer
Signed
2026-02-25
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Genske Mulder & Co Llp
Address
4803 SISK RD STE 201, SALIDA, CA 95368
Preparer
Paul Anema CPA
Phone
2095233573
Raw XML AppendixShowing 400 of 475 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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IRS990/MissionDesc0TO RECEIVE AND RAISE FUNDS FOR A PERPETUAL ENDOWMENT FUND FOR THE PURPOSE OF USING THE INCOME THEREFROM TO RENDER ASSISTANCE TOWARD THE SUPPORT OF RESIDENTS OF THE RETIREMENT HOME OPERATED BY BETHANY HOME SOCIETY OF SAN JOAQUIN COUNTY, INC., A CALIFORNIA NONPROFIT CORPORATION AND TO PROVIDE FOR THE CONTINUITY OF EXISTENCE OF BETHANY SOCIETY OF SAN JOAQUIN COUNTY, INC. BY PROMOTING THE WELFARE OF SAID NONPROFIT CORPORATION THROUGH DISTRIBUTION OF FUND NET INCOME FOR THE EXEMPT PURPOSES OF BETHANY HOME SOCIETY OF SAN JOAQUIN COUNTY, INC.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BETHANY HOME SOCIETY OF SAN JOAQUIN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleI/RecipientTable/CashGrantAmt072616
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support of organizations exempt purpose
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BETHANY HOME SOCIETY OF SAN JOAQ
IRS990ScheduleI/RecipientTable/RecipientEIN0941546850
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0930 W MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RIPON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The treasurer will review the return and confer with management or the accountants regarding any questions or comments. The treasurer will also be responsbible for signing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board is required to sign a confirmation of understanding of policy and disclose any conflicts annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All governing documents, policies, and financial statements are available upon request
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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Nursing Home
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