Totals
- Total revenue
- $1,562,511
- Total expenses
- $2,536,253
- Contributions and grants received
- $100
- Grants paid
- $0
- Program service revenue
- $1,377,742
- Investment income
- $1,453
- Other revenue
- $183,216
- Total assets, end of year
- $7,329,077
- Total liabilities, end of year
- $4,165,688
- Net assets or fund balances, end of year
- $3,163,389
- Program services expenses (Part IX)
- $1,667,094
- Management and general expenses
- $869,159
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,667,094
Program services were 65.7% 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.
-
1f · All other contributions, gifts and grants
$100
-
2a · Program service revenue: RESIDENT RENTAL REVENU
total $1,333,307 · related or exempt $1,333,307
-
2b · Program service revenue: COMMUNITY FEES
total $22,310 · related or exempt $22,310
-
2c · Program service revenue: OTHER RESIDENT INCOME
total $22,125 · related or exempt $22,125
-
7a · Gross sales of assets other than inventory
securities $1,453
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $1,453
-
7d · Net gain or loss
total $1,453 · excluded $1,453
-
11a · Other revenue: EMPLOYEE/GUEST MEALS
total $149,255 · excluded $149,255
-
11b · Other revenue: BEAUTY/BARBER SERVICES
total $32,558 · excluded $32,558
-
11c · Other revenue: OTHER INCOME
total $1,403 · excluded $1,403
-
11e · Other revenue, total
$183,216
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $102,911 · program services $102,911
-
7 · Other salaries and wages
total $671,225 · program services $671,225
-
9 · Other employee benefits
total $79,518 · program services $79,518
-
10 · Payroll taxes
total $56,592 · program services $56,592
-
11b · Fees: legal
total $6,808 · management and general $6,808
-
11c · Fees: accounting
total $11,223 · management and general $11,223
-
11g · Fees: other
total $53,536 · program services $53,536
-
12 · Advertising and promotion
total $16,007 · management and general $16,007
-
13 · Office expenses
total $5,307 · management and general $5,307
-
14 · Information technology
total $41,146 · management and general $41,146
-
16 · Occupancy
total $236,712 · program services $236,712
-
17 · Travel
total $3,012 · program services $3,012
-
19 · Conferences, conventions and meetings
total $2,772 · management and general $2,772
-
22 · Depreciation, depletion and amortization
total $603,638 · management and general $603,638
-
23 · Insurance
total $147,918 · management and general $147,918
-
24a · Other expenses: RESIDENT SERVICES
total $324,629 · program services $324,629
-
24b · Other expenses: MAINTENANCE & REPAIRS
total $135,634 · program services $135,634
-
24c · Other expenses: DUES & LICENSES
total $34,340 · management and general $34,340
-
24d · Other expenses: BAD DEBT
total $3,325 · program services $3,325
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $96,127 · end of year $31,354
-
4 · Accounts receivable
beginning of year $18,663 · end of year $11,682
-
8 · Inventories for sale or use
beginning of year $3,248 · end of year $3,043
-
9 · Prepaid expenses and deferred charges
beginning of year $33,508 · end of year $45,024
-
10a · Land, buildings and equipment: cost or other basis
$16,584,435
-
10b · Land, buildings and equipment: accumulated depreciation
$9,705,368
-
10c · Land, buildings and equipment, net
beginning of year $5,275,306 · end of year $6,879,067
-
11 · Investments: publicly traded securities
beginning of year $185,586 · end of year $169,320
-
12 · Investments: other securities
beginning of year $21,319 · end of year $188,663
-
15 · Other assets
beginning of year $924 · end of year $924
-
17 · Accounts payable and accrued expenses
beginning of year $191,421 · end of year $356,480
-
19 · Deferred revenue
beginning of year $4,283 · end of year $3,981
-
25 · Other liabilities
beginning of year $1,468,502 · end of year $3,805,227
-
27 · Net assets without donor restrictions
beginning of year $3,970,475 · end of year $3,163,389
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
TO PROVIDE AFFORDABLE, QUALITY LIVING CHOICES FOR SENIORS IN A TRUSTING ENVIRONMENT.
-
WITH A TOTAL OF 82 AVAILABLE UNITS, SUN VALLEY LODGE IS A FAITH-BASED ORGANIZATION THAT PROVIDES INDEPENDENT LIVING APARTMENTS WITH SERVICES TO SENIORS, PROVIDING AN ENVIRONMENT THAT FOSTERS THEIR SOCIAL, SPIRITUAL, AND PHYSICAL WELL-BEING. SERVICES INCLUDE MEALS, ACTIVITIES, HOUSEKEEPING, AND MAINTENANCE.
Expenses $1,667,094 · Revenue $1,377,742
As filed on the 2024 return.
Listed in Part VII
-
Dana RasicDANA RASIC
PRESIDENT/CEO
- Total calculated
- $441,874
- From this org
- $0
- From related orgs
- $407,174
- Other
- $34,700
- Hours/week
- 5 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $398,548 related
- Bonus
- $0
- Other
- $0 + $8,626 related
- Deferred
- $0 + $6,900 related
- Nontaxable benefits
- $0 + $27,800 related
- Filer's total
- $0 + $441,874 related
-
Nathan MerrillNATHAN MERRILL
TREASURER/CFO
- Total calculated
- $350,129
- From this org
- $0
- From related orgs
- $311,825
- Other
- $38,304
- Hours/week
- 3 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $268,380 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $13,445 related
- Deferred
- $0 + $6,305 related
- Nontaxable benefits
- $0 + $31,999 related
- Filer's total
- $0 + $350,129 related
-
Richard SummersRICHARD SUMMERS
VICE PRESIDENT/COO
- Total calculated
- $316,247
- From this org
- $0
- From related orgs
- $297,506
- Other
- $18,741
- Hours/week
- 5 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $269,413 related
- Bonus
- $0 + $21,553 related
- Other
- $0 + $6,540 related
- Deferred
- $0 + $5,492 related
- Nontaxable benefits
- $0 + $13,249 related
- Filer's total
- $0 + $316,247 related
-
Christi MillerCHRISTI MILLER
DIRECTOR/ VP HUMAN RESOURCES
- Total calculated
- $245,308
- From this org
- $0
- From related orgs
- $227,426
- Other
- $17,882
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $204,627 related
- Bonus
- $0 + $10,500 related
- Other
- $0 + $12,299 related
- Deferred
- $0 + $4,206 related
- Nontaxable benefits
- $0 + $13,676 related
- Filer's total
- $0 + $245,308 related
-
Kristen JacobyKRISTEN JACOBY
DIRECTOR/REGIONAL DIRECTOR OF OPS.
- Total calculated
- $172,970
- From this org
- $0
- From related orgs
- $169,236
- Other
- $3,734
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $155,577 related
- Bonus
- $0 + $12,113 related
- Other
- $0 + $1,546 related
- Deferred
- $0 + $3,120 related
- Nontaxable benefits
- $0 + $614 related
- Filer's total
- $0 + $172,970 related
-
Austin HarbachAUSTIN HARBACH
ASSISTANT SECRETARY/VP, LEGAL & RISK MGMT.
- Total calculated
- $172,671
- From this org
- $0
- From related orgs
- $157,189
- Other
- $15,482
- Hours/week
- 4 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $148,920 related
- Bonus
- $0 + $7,650 related
- Other
- $0 + $619 related
- Deferred
- $0 + $3,219 related
- Nontaxable benefits
- $0 + $12,263 related
- Filer's total
- $0 + $172,671 related
-
Tiarra WrightTIARRA WRIGHT
SVL EXECUTIVE DIRECTOR
- Total calculated
- $107,593
- From this org
- $104,290
- From related orgs
- $0
- Other
- $3,303
- Hours/week
- 40
-
Don MorganDON MORGAN
DIRECTOR (UNTIL 1/2025)
- Total calculated
- $70,167
- From this org
- $0
- From related orgs
- $70,167
- Other
- $0
- Hours/week
- 1 + 7 related
-
Dale TurnerDALE TURNER
DIRECTOR
- Total calculated
- $65,604
- From this org
- $0
- From related orgs
- $65,604
- Other
- $0
- Hours/week
- 1 + 8 related
-
Dan VagleDAN VAGLE
DIRECTOR
- Total calculated
- $65,604
- From this org
- $0
- From related orgs
- $65,604
- Other
- $0
- Hours/week
- 1 + 6 related
-
Larry SmithLARRY SMITH
DIRECTOR
- Total calculated
- $32,775
- From this org
- $0
- From related orgs
- $32,775
- Other
- $0
- Hours/week
- 1 + 9 related
-
Jenny KennedyJENNY KENNEDY
DIRECTOR
- Total calculated
- $10,700
- From this org
- $0
- From related orgs
- $10,700
- Other
- $0
- Hours/week
- 1 + 5.5 related
-
Tom WorkmanTOM WORKMAN
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 4 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
None.
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.
-
BETHESDA FOUNDATION DBA BETHESDA SENIOR LIVING COMMUNITIES
501(C)(3) · OWN AND OPERATE SENIOR LIVING COMMUNITIES · NE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202642309349301869
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