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Nonprofiteer
← BETHESDA

Form 990 for tax year 2023

Filed by BETHESDA.

Totals

Total revenue
$42,703,512
Total expenses
$37,693,801
Contributions and grants received
$2,229,390
Grants paid
$0
Program service revenue
$39,599,791
Investment income
$631,954
Other revenue
$242,377
Total assets, end of year
$91,777,616
Total liabilities, end of year
$43,970,994
Net assets or fund balances, end of year
$47,806,622
Program services expenses (Part IX)
$34,128,615
Management and general expenses
$3,565,186
Fundraising expenses
$0
Program service expenses (Part III)
$34,128,615

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $33,154

  • 1e · Government grants (contributions)

    $2,085,175

  • 1f · All other contributions, gifts and grants

    $111,061

  • 2a · Program service revenue: RESIDENT SERVICES

    total $38,932,694 · related or exempt $38,932,694

  • 2b · Program service revenue: MANAGEMENT FEE

    total $455,030 · related or exempt $455,030

  • 2c · Program service revenue: OTHER RESIDENT SERVICES

    total $212,067 · related or exempt $212,067

  • 3 · Investment income

    total $631,704 · excluded $631,704

  • 7a · Gross sales of assets other than inventory

    other assets $250

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $250

  • 7d · Net gain or loss

    total $250 · excluded $250

  • 10a · Gross sales of inventory

    $1,479

  • 10b · Cost of goods sold

    $799

  • 10c · Net income from sales of inventory

    total $680 · unrelated business $222 · excluded $458

  • 11a · Other revenue: MEALS

    total $365,638 · excluded $365,638

  • 11b · Other revenue: ENRICHMENT CENTER

    total $220,493 · unrelated business $33,074 · excluded $187,419

  • 11c · Other revenue: WELLNESS CENTER

    total -$344,434 · excluded -$344,434

  • 11e · Other revenue, total

    $241,697

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $857,599 · program services $297,258 · management and general $560,341

  • 7 · Other salaries and wages

    total $21,755,163 · program services $20,277,568 · management and general $1,477,595

  • 8 · Pension plan contributions

    total $235,294 · program services $227,363 · management and general $7,931

  • 9 · Other employee benefits

    total $2,085,538 · program services $1,957,024 · management and general $128,514

  • 10 · Payroll taxes

    total $1,673,516 · program services $1,527,574 · management and general $145,942

  • 11b · Fees: legal

    total $12,641 · management and general $12,641

  • 11c · Fees: accounting

    total $460,130 · management and general $460,130

  • 11f · Fees: investment management

    total $19,055 · management and general $19,055

  • 11g · Fees: other

    total $1,135,775 · program services $1,122,410 · management and general $13,365

  • 12 · Advertising and promotion

    total $247,704 · program services $238,794 · management and general $8,910

  • 13 · Office expenses

    total $752,666 · program services $368,491 · management and general $384,175

  • 14 · Information technology

    total $51,510 · management and general $51,510

  • 16 · Occupancy

    total $944,178 · program services $909,895 · management and general $34,283

  • 17 · Travel

    total $11,204 · program services $11,204

  • 19 · Conferences, conventions and meetings

    total $115,021 · management and general $115,021

  • 20 · Interest

    total $910,016 · program services $877,283 · management and general $32,733

  • 22 · Depreciation, depletion and amortization

    total $1,949,518 · program services $1,879,393 · management and general $70,125

  • 23 · Insurance

    total $321,314 · program services $309,756 · management and general $11,558

  • 24a · Other expenses: FOOD

    total $1,507,670 · program services $1,507,670

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $1,010,467 · program services $1,010,467

  • 24c · Other expenses: LICENSES & SURCHARGES

    total $965,155 · program services $946,378 · management and general $18,777

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $355,424 · program services $342,844 · management and general $12,580

  • 24e · All other expenses

    total $317,243 · program services $317,243

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $2,155

  • 2 · Savings and temporary cash investments

    beginning of year $16,585,490 · end of year $10,220,411

  • 4 · Accounts receivable

    beginning of year $2,518,114 · end of year $4,232,308

  • 9 · Prepaid expenses and deferred charges

    beginning of year $87,407 · end of year $110,579

  • 10a · Land, buildings and equipment: cost or other basis

    $81,829,732

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,541,132

  • 10c · Land, buildings and equipment, net

    beginning of year $50,134,914 · end of year $59,288,600

  • 11 · Investments: publicly traded securities

    beginning of year $3,832,043 · end of year $4,397,026

  • 12 · Investments: other securities

    beginning of year $342,800 · end of year $342,800

  • 13 · Investments: program-related

    beginning of year $1,606,055 · end of year $1,993,848

  • 15 · Other assets

    beginning of year $10,698,999 · end of year $11,189,889

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,843,481 · end of year $5,189,998

  • 19 · Deferred revenue

    beginning of year $724,891 · end of year $283,889

  • 20 · Tax-exempt bond liabilities

    beginning of year $614,236 · end of year $493,536

  • 21 · Escrow or custodial account liability

    beginning of year $83,576 · end of year $131,575

  • 23 · Secured mortgages and notes payable

    beginning of year $38,631,348 · end of year $37,684,180

  • 25 · Other liabilities

    beginning of year $254,646 · end of year $187,816

  • 27 · Net assets without donor restrictions

    beginning of year $42,653,644 · end of year $47,806,622

Mission and programs · 2023

Mission

SERVING OTHERS TOGETHER IN FAITH, COMMUNITY, AND LIFE.

Activities or mission (Part I)

TO PROVIDE HOUSING AND NURSING SERVICES TO THE ELDERLY AND DISABLED.

  • BETHESDA IS LOCATED IN WILLMAR, MINNESOTA. IT OPERATES EXCLUSIVELY TO PROMOTE HEALTH, RELIGIOUS, AND GENERAL SOCIAL WELFARE OF PHYSICALLY AND MENTALLY DISADVANTAGED PERSONS, PRIMARILY THE ELDERLY. BETHESDA IS A MEDICARE CERTIFIED HOSPICE AGENCY. SERVICES ARE PROVIDED THROUGH GRAND, PARK VIEW VILLAGE, HOME HEALTH, DAY BREAK SERVICES, HOSPICE AND NORTH POINT. BETHESDA PROVIDES LONG-TERM SKILLED CARE IN A 244-BED LONG-TERM SKILLED NURSING HOME THAT PROVIDES A SPECIALIZED MEMORY LOSS CARE UNIT AND A SHORT-TERM REHABILITATION UNIT. FOR THE YEAR ENDED SEPTEMBER 30, 2024, BETHESDA HAD 73,013 RESIDENT DAYS AND 81.9% OCCUPANCY.

    Expenses $28,230,477 · Revenue $33,159,381

  • HOME HEALTH SERVICES PROVIDES IN-HOME HEALTH CARE, WHILE DAY BREAK SERVICES PROVIDES DAILY HEALTH CARE SUPPORT TO INDIVIDUALS WHO NEED HELP BUT REMAIN IN THE COMMUNITY. HOME HEALTH PROVIDES IN-HOME SKILLED NURSING, HOME HEALTH AIDE, HOMEMAKER SERVICES, PHYSICAL THERAPY, SPEECH THERAPY, AND OCCUPATIONAL THERAPY. THE ADULT DAY SERVICES INCLUDES HEALTH MONITORING AND EDUCATION, COMMUNITY RESOURCE EDUCATION AND LINKAGE, SOCIAL AND RECREATIONAL ACTIVITIES, CAREGIVERS RESPITE SUPPORT, TRANSPORTATION, AND MEALS.

    Expenses $2,159,369 · Revenue $2,362,262

  • NORTH POINTE IS A 70 UNIT INDEPENDENT, ENHANCED ASSISTED LIVING AND ENHANCED MEMORY CARE LIVING FACILITY IN NEW LONDON, MN. A NEEDS OF THE AREA'S AGING COMMUNITY THROUGH INDIVIDUALIZED LIVING OPTIONS, HEALTH AND WELLNESS SERVICES AND MODERN AMENITIES. FOR THE YEAR ENDED SEPT 30, 2024 NORTH POINTE HAD AN AVERAGE OF 72 TENANTS AND 90%.

    Expenses $3,115,232 · Revenue $3,509,954

  • PARK VIEW VILLAGE IS A 20-UNIT ASSISTED LIVING FACILITY IN OLIVIA, MN. A 24-HOUR ON-SITE STAFF OFFERS PERSONAL ASSISTANCE, MEDICATION, MONITORING, AND MEALS. FOR THE YEAR ENDED SEPTEMBER 30, 2024. PARK VIEW VILLAGE HAD AN AVERAGE OF 19 TENANTS A MONTH AND 94% OCCUPANCY.

    Expenses $623,537 · Revenue $568,194

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ROGER AHRENHOLZ

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • MYRON BEHM

    CHAIR VICE

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • SHERRI POOL

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • LUTHER DYKEMA

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • JULIE KVEENE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • KAREN TUSHA MOHLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • PASTOR DEAN E JOHNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • DAVID GEHANT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • MICHAEL GILSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • JOAN BLONIGAN CHRISTIANSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • DR BETTY STREHLOW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • CHERYL JOHNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • MICHELLE HAEFNER

    CEO

    Total calculated
    $362,822
    From this org
    $319,864
    From related orgs
    $0
    Other
    $42,958
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $319,864
    Bonus
    $0
    Other
    $0
    Deferred
    $9,593
    Nontaxable benefits
    $33,365
    Filer's total
    $362,822

  • ASHLEY BORMANN

    COO

    Total calculated
    $13,695
    From this org
    $11,795
    From related orgs
    $0
    Other
    $1,900
    Hours/week
    32 + 8 related

  • TAMALA GJERDE

    FINANCE DIRECTOR

    Total calculated
    $119,929
    From this org
    $91,628
    From related orgs
    $0
    Other
    $28,301
    Hours/week
    32 + 8 related

  • SAM QUAM

    VP OF OPERATIONS

    Total calculated
    $167,588
    From this org
    $131,598
    From related orgs
    $0
    Other
    $35,990
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $131,598
    Bonus
    $0
    Other
    $0
    Deferred
    $2,625
    Nontaxable benefits
    $33,365
    Filer's total
    $167,588

  • BAILLEE KRIEGER

    HR/ADMINISTRATOR

    Total calculated
    $143,417
    From this org
    $114,318
    From related orgs
    $0
    Other
    $29,099
    Hours/week
    40

  • CRYSTAL MORAN

    ADON/DON

    Total calculated
    $145,032
    From this org
    $108,257
    From related orgs
    $0
    Other
    $36,775
    Hours/week
    40

  • MARISSA CROATT

    RN

    Total calculated
    $105,415
    From this org
    $102,289
    From related orgs
    $0
    Other
    $3,126
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SUNRISE VILLAGE

    501(C)(3) · INDEPENDENT & ASSISTED LIVING · MN · controlled entity

    Directly controlled by SEE PART VII

  • CENTENNIAL SQUARE

    501(C)(3) · LOW INCOME HOUSING · MN · controlled entity

    Directly controlled by SEE PART VII

  • BETHESDA FOUNDATION OF WILLMAR

    501(C)(3) · SUPPORT ORGANIZATION · MN · controlled entity

    Directly controlled by SEE PART VII

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202531989349301223

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