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Nonprofiteer
← BETHEL MANOR II

Form 990 for tax year 2022

Filed by BETHEL MANOR II.

Totals

Total revenue
$621,734
Total expenses
$607,828
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$607,919
Investment income
$178
Other revenue
$13,637
Total assets, end of year
$743,986
Total liabilities, end of year
$1,652,311
Net assets or fund balances, end of year
-$908,325
Program services expenses (Part IX)
$435,583
Management and general expenses
$172,245
Fundraising expenses
$0
Program service expenses (Part III)
$435,583

Program services were 71.7% 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.

  • 2a · Program service revenue: RENT REVENUES

    total $590,041 · related or exempt $590,041

  • 2b · Program service revenue: TENANT CHARGES

    total $17,878 · related or exempt $17,878

  • 3 · Investment income

    total $178 · excluded $178

  • 11a · Other revenue: LAUNDRY REVENUE

    total $10,641 · excluded $10,641

  • 11b · Other revenue: OTHER REVENUE

    total $2,996 · excluded $2,996

  • 11e · Other revenue, total

    $13,637

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $140,125 · program services $73,697 · management and general $66,428

  • 8 · Pension plan contributions

    total $4,918 · program services $3,036 · management and general $1,882

  • 9 · Other employee benefits

    total $24,107 · program services $13,797 · management and general $10,310

  • 10 · Payroll taxes

    total $10,079 · program services $5,312 · management and general $4,767

  • 11a · Fees: management

    total $53,438 · management and general $53,438

  • 11c · Fees: accounting

    total $12,221 · management and general $12,221

  • 11g · Fees: other

    total $1,801 · program services $1,641 · management and general $160

  • 12 · Advertising and promotion

    total $1,154 · management and general $1,154

  • 13 · Office expenses

    total $5,596 · program services $5,036 · management and general $560

  • 14 · Information technology

    total $8,972 · program services $8,075 · management and general $897

  • 16 · Occupancy

    total $173,466 · program services $156,435 · management and general $17,031

  • 17 · Travel

    total $57 · management and general $57

  • 19 · Conferences, conventions and meetings

    total $446 · program services $101 · management and general $345

  • 20 · Interest

    total $62,915 · program services $62,915

  • 22 · Depreciation, depletion and amortization

    total $73,163 · program services $73,163

  • 23 · Insurance

    total $13,514 · program services $13,514

  • 24a · Other expenses: CABLE TV EXPENSE

    total $17,024 · program services $17,024

  • 24b · Other expenses: MINOR EQUIPMENT

    total $1,789 · management and general $1,789

  • 24c · Other expenses: RESIDENT CARE SUPPLY

    total $1,491 · program services $1,491

  • 24d · Other expenses: MEMBERSHIP DUES

    total $531 · program services $77 · management and general $454

  • 24e · All other expenses

    total $1,021 · program services $269 · management and general $752

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $82,553 · end of year $72,154

  • 2 · Savings and temporary cash investments

    beginning of year $362,474 · end of year $364,874

  • 4 · Accounts receivable

    beginning of year $1,379 · end of year $1,618

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,282 · end of year $813

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

    $3,959,597

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

    $3,691,753

  • 10c · Land, buildings and equipment, net

    beginning of year $292,424 · end of year $267,844

  • 15 · Other assets

    beginning of year $30,392 · end of year $36,683

  • 17 · Accounts payable and accrued expenses

    beginning of year $42,966 · end of year $52,852

  • 19 · Deferred revenue

    beginning of year $1,786 · end of year $1,433

  • 21 · Escrow or custodial account liability

    beginning of year $28,517 · end of year $25,905

  • 23 · Secured mortgages and notes payable

    beginning of year $1,521,074 · end of year $1,475,671

  • 25 · Other liabilities

    beginning of year $98,392 · end of year $96,450

  • 27 · Net assets without donor restrictions

    beginning of year -$922,231 · end of year -$908,325

Mission and programs · 2022

Mission

BETHEL MANOR II, INC. PROVIDES LOW INCOME HOUSING FOR THE ELDERLY AND DISABLED THROUGH A HUD-SPONSORED PROGRAM OF A 69-UNIT APARTMENT COMPLEX IN ALEXANDRIA, MINNESOTA.

Activities or mission (Part I)

TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AND DISABLED THROUGH A HUD-SPONSORED PROGRAM.

  • BETHEL MANOR II, INC. PROVIDES LOW INCOME HOUSING FOR THE ELDERLY AND DISABLED THROUGH A HUD-SPONSORED PROGRAM OF A 69-UNIT APARTMENT COMPLEX IN ALEXANDRIA, MINNESOTA. IN 2022, BETHEL MANOR II, INC. HAD AN OCCUPANCY RATE OF 99%.

    Expenses $435,583 · Revenue $607,919

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SHELLEY KENDRICK

    PRESIDENT & CEO

    Total calculated
    $441,022
    From this org
    $0
    From related orgs
    $404,808
    Other
    $36,214
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,697 related
    Bonus
    $0
    Other
    $0 + $2,111 related
    Deferred
    $0 + $10,250 related
    Nontaxable benefits
    $0 + $25,964 related
    Filer's total
    $0 + $441,022 related

  • MORSHED ALAM

    CFO, SECRETARY/TREASURER TO 8/2022

    Total calculated
    $322,799
    From this org
    $0
    From related orgs
    $287,455
    Other
    $35,344
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,971 related
    Bonus
    $0
    Other
    $0 + $484 related
    Deferred
    $0 + $13,147 related
    Nontaxable benefits
    $0 + $22,197 related
    Filer's total
    $0 + $322,799 related

  • BRET ANDERSON

    VICE PRESIDENT

    Total calculated
    $290,449
    From this org
    $0
    From related orgs
    $247,790
    Other
    $42,659
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,477 related
    Bonus
    $0
    Other
    $0 + $313 related
    Deferred
    $0 + $5,003 related
    Nontaxable benefits
    $0 + $37,656 related
    Filer's total
    $0 + $290,449 related

  • SCOTT BJERKETVEDT

    SVP, CHIEF FINANCIAL OFFICER

    Total calculated
    $260,185
    From this org
    $0
    From related orgs
    $214,919
    Other
    $45,266
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,444 related
    Bonus
    $0
    Other
    $0 + $475 related
    Deferred
    $0 + $12,911 related
    Nontaxable benefits
    $0 + $32,355 related
    Filer's total
    $0 + $260,185 related

  • MELLANIE SULLIVAN

    SR VP AND CHIEF PEOPLE OFFICER

    Total calculated
    $301,766
    From this org
    $0
    From related orgs
    $286,762
    Other
    $15,004
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,827 related
    Bonus
    $0
    Other
    $0 + $1,935 related
    Deferred
    $0 + $13,905 related
    Nontaxable benefits
    $0 + $1,099 related
    Filer's total
    $0 + $301,766 related

  • EMILY SOMMER

    ASSISTANT SECRETARY

    Total calculated
    $73,885
    From this org
    $0
    From related orgs
    $69,507
    Other
    $4,378
    Hours/week
    0.1 + 39.9 related

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

  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION OF THE PRESIDENT & CEO IS DETERMINED BY ECUMEN, THE SOLE MEMBER. THE FOLLOWING WERE USED BY ECUMEN TO DETERMINE THE PRESIDENT & CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4A
SEVERANCE: MORSHED ALAM - $74,873

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202343189349300204

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