Skip to content
Nonprofiteer
← BEATRICE RETIREMENT INC

Form 990 for tax year 2023

Filed by BEATRICE RETIREMENT INC.

Totals

Total revenue
$675,860
Total expenses
$516,563
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$398,598
Management and general expenses
$117,965
Fundraising expenses
$0
Program service expenses (Part III)
$398,598

Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES ENSZ

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JANA ROBERTSON

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • PATTY KAUFMAN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BECKY NIDAY

    RESIDENT BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES BAUER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LARRY THIMM

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK BATHEL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHAD JURGENS

    BCH CFO

    Total calculated
    $283,125
    From this org
    $0
    From related orgs
    $266,897
    Other
    $16,228
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,619 related
    Bonus
    $0
    Other
    $0 + $8,278 related
    Deferred
    $0 + $14,422 related
    Nontaxable benefits
    $0 + $1,806 related
    Filer's total
    $0 + $283,125 related

  • RICK HARALDSON

    BCH CEO

    Total calculated
    $474,426
    From this org
    $0
    From related orgs
    $455,671
    Other
    $18,755
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $426,678 related
    Bonus
    $0
    Other
    $0 + $28,993 related
    Deferred
    $0 + $17,738 related
    Nontaxable benefits
    $0 + $1,017 related
    Filer's total
    $0 + $474,426 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 — 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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION OF CHAD JURGENS AND RICK HARALDSON IS PAID BY A RELATED ORGANIZATION, BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. UTILIZES FORM 990 OF OTHER ORGANIZATIONS, A WRITTEN EMPLOYMENT AGREEMENT, A COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE IN ESTABLISHING THE COMPENSATION OF THE CEO AND CFO.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349303105

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.