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Nonprofiteer
← BETHANY LUTHERAN HOME

Form 990 for tax year 2023

Filed by BETHANY LUTHERAN HOME.

Totals

Total revenue
$18,478,812
Total expenses
$19,109,767
Contributions and grants received
$227,244
Grants paid
$12,256
Program service revenue
$18,038,305
Investment income
$131,598
Other revenue
$81,665
Total assets, end of year
$30,635,492
Total liabilities, end of year
$25,559,792
Net assets or fund balances, end of year
$5,075,700
Program services expenses (Part IX)
$16,915,303
Management and general expenses
$2,101,430
Fundraising expenses
$93,034
Program service expenses (Part III)
$16,915,303

Program services were 88.5% 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

    $43,000

  • 1e · Government grants (contributions)

    $183,273

  • 1f · All other contributions, gifts and grants

    $971

  • 2a · Program service revenue: RESIDENT ROUTINE CARE

    total $16,968,320 · related or exempt $16,968,320

  • 2b · Program service revenue: HOUSING MAINTENANCE FEE INCOME

    total $658,693 · related or exempt $658,693

  • 2c · Program service revenue: ENTRANCE FEE AMORTIZATION

    total $350,582 · related or exempt $350,582

  • 2f · All other program service revenue

    total $60,710 · related or exempt $60,710

  • 3 · Investment income

    total $171,657 · excluded $171,657

  • 6a · Gross rents

    real property $106,774

  • 6b · Less rental expenses

    real property $25,896

  • 6c · Rental income or loss

    real property $80,878

  • 6d · Net rental income or loss

    total $80,878 · related or exempt $64,088 · excluded $16,790

  • 7a · Gross sales of assets other than inventory

    securities $4,008,971

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

    securities $4,049,030

  • 7c · Gain or loss

    securities -$40,059

  • 7d · Net gain or loss

    total -$40,059 · excluded -$40,059

  • 10a · Gross sales of inventory

    $5,123

  • 10b · Cost of goods sold

    $4,336

  • 10c · Net income from sales of inventory

    total $787 · excluded $787

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $12,256 · program services $12,256

  • 5 · Compensation of officers, directors and key employees

    total $365,731 · management and general $365,731

  • 7 · Other salaries and wages

    total $8,823,491 · program services $8,198,835 · management and general $538,301 · fundraising $86,355

  • 8 · Pension plan contributions

    total $50,323 · program services $36,242 · management and general $14,081

  • 9 · Other employee benefits

    total $492,451 · program services $454,092 · management and general $38,344 · fundraising $15

  • 10 · Payroll taxes

    total $670,834 · program services $600,838 · management and general $63,348 · fundraising $6,648

  • 11b · Fees: legal

    total $2,325 · management and general $2,325

  • 11c · Fees: accounting

    total $66,269 · management and general $66,269

  • 11f · Fees: investment management

    total $18,638 · management and general $18,638

  • 11g · Fees: other

    total $2,201,875 · program services $2,020,467 · management and general $181,408

  • 12 · Advertising and promotion

    total $44,222 · management and general $44,222

  • 13 · Office expenses

    total $566,894 · program services $444,435 · management and general $122,443 · fundraising $16

  • 14 · Information technology

    total $236,587 · management and general $236,587

  • 16 · Occupancy

    total $836,551 · program services $748,800 · management and general $87,751

  • 17 · Travel

    total $34,053 · program services $31,964 · management and general $2,089

  • 19 · Conferences, conventions and meetings

    total $84,879 · program services $57,664 · management and general $27,215

  • 20 · Interest

    total $697,493 · program services $697,493

  • 22 · Depreciation, depletion and amortization

    total $1,545,475 · program services $1,420,178 · management and general $125,297

  • 23 · Insurance

    total $287,756 · program services $264,717 · management and general $23,039

  • 24a · Other expenses: FOOD

    total $787,621 · program services $787,621

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $652,542 · program services $652,376 · management and general $166

  • 24c · Other expenses: REPAIRS

    total $253,048 · program services $253,048

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $214,814 · program services $214,814

  • 24e · All other expenses

    total $163,639 · program services $19,463 · management and general $144,176

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $175,400 · end of year $1,370,700

  • 4 · Accounts receivable

    beginning of year $1,014,767 · end of year $1,289,755

  • 7 · Other notes and loans receivable

    beginning of year $8,084 · end of year $8,930

  • 8 · Inventories for sale or use

    beginning of year $76,800 · end of year $48,044

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,179 · end of year $70,856

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

    $43,083,324

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

    $22,242,172

  • 10c · Land, buildings and equipment, net

    beginning of year $22,004,021 · end of year $20,841,152

  • 11 · Investments: publicly traded securities

    beginning of year $3,351,693 · end of year $4,406,569

  • 15 · Other assets

    beginning of year $3,574,633 · end of year $2,599,486

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,099,164 · end of year $1,085,612

  • 19 · Deferred revenue

    beginning of year $24,026 · end of year $9,214

  • 21 · Escrow or custodial account liability

    beginning of year $22,322 · end of year $22,866

  • 23 · Secured mortgages and notes payable

    beginning of year $14,845,964 · end of year $14,283,675

  • 25 · Other liabilities

    beginning of year $8,707,851 · end of year $10,158,425

  • 27 · Net assets without donor restrictions

    beginning of year $5,563,250 · end of year $5,075,700

Mission and programs · 2023

Mission

CREATE A CARING EXPERIENCE FOR THE BODY, MIND, AND SPIRIT.

Activities or mission (Part I)

PROVIDE SENIOR LIVING FACILITIES AND CARE FOR THE BODY, MIND, AND SPIRIT.

  • BETHANY LUTHERAN HOME FOR THE AGED CONSISTS OF A 52-BED LONG-TERM CARE FACILITY, 27 ASSISTED LIVING UNITS AND 9 INDEPENDENT LIVING HOMES IN SIOUX FALLS, SOUTH DAKOTA, D/B/A BETHANY LUTHERAN HOME-SIOUX FALLS; A 60 BED LONG-TERM CARE FACILITY IN BRANDON, SOUTH DAKOTA, D/B/A BETHANY LUTHERAN HOME-BRANDON; AND A SENIOR LIVING COMMUNITY IN BRANDON, SOUTH DAKOTA, D/B/A BETHANY MEADOWS. BETHANY MEADOWS CONSISTS OF 66 INDEPENDENT OR ASSISTED LIVING UNITS AND 56 TWIN HOMES.

    Expenses $16,915,303 · Grants $12,256 · Revenue $18,102,393

As filed on the 2023 return.

Listed in Part VII

  • Rose Grant

    PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Sanden

    SECRETARY/PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Lee Person

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Robert Anderson

    2ND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Ellen Johnson

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Susan Kruse

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Pastor Greg Johnson

    BOARD MEMBER (UNTIL APR 2024)

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Pastor Lori Hope

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joel Flier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Hendricks-Willkens

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Paulson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lynda Fonder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Karen Zingmark

    BOARD MEMBER (BEG JAN 2024)

    Total calculated
    $0
    Hours/week
    1

  • Debra Neiderhiser

    BOARD MEMBER (BEG JAN 2024)

    Total calculated
    $0
    Hours/week
    1

  • Tom Stadem

    BOARD MEMBER (UNTIL DEC 2023)

    Total calculated
    $0
    Hours/week
    1

  • Deborah Herrboldt

    CEO

    Total calculated
    $197,722
    From this org
    $187,705
    From related orgs
    $0
    Other
    $10,017
    Hours/week
    45 + 1 related

    Schedule J breakdown matched by us

    Base
    $175,064
    Bonus
    $0
    Other
    $12,641
    Deferred
    $2,917
    Nontaxable benefits
    $7,115
    Filer's total
    $197,737

  • Heather Kroger

    CFO (BEG JAN 2024)

    Total calculated
    $0
    Hours/week
    45 + 1 related

  • Dalton Huber

    CFO (UNTIL DEC 2023)

    Total calculated
    $137,386
    From this org
    $127,715
    From related orgs
    $0
    Other
    $9,671
    Hours/week
    45 + 1 related

  • Jiame Diaz

    MED AIDE

    Total calculated
    $106,579
    From this org
    $106,579
    From related orgs
    $0
    Other
    $0
    Hours/week
    66

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 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

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.

  • BETHANY LUTHERAN FOUNDATION

    501(C)(3) · RAISE FUNDS AS A SUPPORTING ORGANIZATION OF BETHANY LUTHERAN HOME. · SD · controlled entity

    Directly controlled by BETHANY LUTHERAN HOME FOR THE AGED INC

Provenance

Return type
form_990
Tax year
2023
Filed
7 April 2025
IRS schema version
2023v6.0
Source object
202540989349300214

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