Bethany Home INC FY2022 filing

Tax-deductible

Waupaca, WI501(c)(3)Since 1961EIN 39-0868849Revenue $12.3M in FY2022

On file with the IRSbethanyofwaupaca.com1226 Berlin St, 54981-1991 · Waupaca, WITax-exempt since Nov 1961Church — 170(b)(1)(A)(i)

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Bethany is a faith-based, non-profit senior living community proving a nurturing christian environment and continuum of care that responds to individual needs and choices at all life stages.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$322K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $24K a year · under 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$322K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$24.7M
98% of total assets
Concern: liabilities are 98% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.3M
-19% vs prior year
Spent
$13.1M
To programs
93%
Net assets
$614K
By yearFY2020–FY2025
Revenue
$12.3M
FY2022▼ -19%
Tap a bar for its year
Revenue by fiscal year
FY2020$13.1M
FY2021$15.1M
FY2022$12.3M
FY2023$13.0M
FY2024$14.2M
FY2025$17.2M
Expenses
$13.1M
FY2022▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$12.9M
FY2021$13.4M
FY2022$13.1M
FY2023$13.5M
FY2024$14.9M
FY2025$17.4M
Net assets
$614K
FY2022▼ -58%
Tap a bar for its year
Net assets by fiscal year
FY2020−$381K
FY2021$1.5M
FY2022$614K
FY2023$145K
FY2024−$482K
FY2025−$668K

From the FY2022 Form 990 (year ending September 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1961.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $12.1M Management & general 7% · $971K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $322K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Administrator/CEO
$173,090Pt VII · Sec A
Finance Director (thru July)
$77,196Pt VII · Sec A
Human Resource Director
$71,861Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Shelly Sontag—$152,935$173,947$173,090$177,104$89,619
Greg Reichenbach$132,409$105,365————
Shannon Schuelke$100,767—————
Michele Slater$84,007$80,182————
Kerry Lee Blanke———$77,196$64,260$47,445
Michele Mazemke——$75,736$71,861——
Sheila Nelson-Seybold—$34,598————
Cindy Zarda——$34,194———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers a Christian home for elderly and infirm individuals needing care.

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Provided by the organization

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3 programs · $12.1M · in their own filed words · FY2021
01

Nursing Home

Bethany home, inc. Operates a 100 bed nursing home to provide long-term care services to residents of waupaca county and the immediate surrounding area. Bethany home, inc. Membership consists of 32 church congregations from waupaca, the surrounding rural areas, and several neighboring communities.

$8.3Mprogram expense
02

Bethany Pines Apartments

Bethany home, inc. Also operates the pines, a 40-UNIT apartment building that provides supportive living services and assisted living services to residents of waupaca county and the immediate surrounding area. As of september 30, 2022, the pines had 30 apartments rented as a registered residential care apartment complex (rcac).

$2.0Mprogram expense
03

Heartwood

Community-based residential facility (CBRF): bethany home, inc. Also operates heartwood, a 49 -bed building that provides supportive living services and assisted living to residents of waupaca county and the immediate surrounding area.

$1.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$15K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$12.3M
Ln 12
Fees for servicesLn 2g$11.8M
Gifts and grantsLn 1h$439K
Other incomeLn 4–11$48K
Money outPt IX
$13.1M
Ln 25
Programscol B$12.1M
Managementcol C$971K
Owns and owesPt X
$614K
net assets · Ln 32
Cash and savingsLn 1–2$2.9M
Total assetsLn 16$25.3M
LiabilitiesLn 26$24.7M
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$439K
Government grantsLn 1e$388K
Fees for servicesLn 2g$11.8M
Investment incomeLn 3$488
Other incomeLn 4–11$48K
Total revenueLn 12$12.3M
Assets in detailPt X, end of year
CashLn 1$269K
SavingsLn 2$2.7M
Cash and savings togetherLn 1–2$2.9M
InvestmentsLn 11–13$223K
Land, buildings, equipmentLn 10c$21.0M
Other assetsLn 15$45K
Total assetsLn 16$25.3M
LiabilitiesLn 26$24.7M
Net assetsLn 32$614K
OperationsPt I, VI
EmployeesI 5324
VolunteersI 69
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.7M$2.9M
InvestmentsLn 11–13$277K$223K
Land, buildings, equipmentLn 10c$22.0M$21.0M
Total assetsLn 16$26.5M$25.3M
LiabilitiesLn 26$25.1M$24.7M
Net assetsLn 32$1.5M$614K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$382K$347K$35K
Other salaries and wagesLn 7$5.2M$4.7M$471K
Pension plan contributionsLn 8$118K$105K$13K
Other employee benefitsLn 9$648K$576K$72K
Payroll taxesLn 10$447K$398K$49K
Legal feesLn 11b$250$250
Accounting feesLn 11c$153K$153K
Other fees for servicesLn 11g$222K$222K
Advertising and promotionLn 12$61K$61K
Office expensesLn 13$454K$454K
Information technologyLn 14$78K$78K
OccupancyLn 16$436K$436K
TravelLn 17$28K$28K$92
Conferences, conventions and meetingsLn 19$6K$5K$813
InterestLn 20$588K$588K
Depreciation, depletion and amortizationLn 22$1.4M$1.3M$69K
InsuranceLn 23$160K$160K
Other expenses (24a–d)Ln 24$2.4M$2.4M
All other expensesLn 24e$347K$318K$30K
Total functional expensesLn 25$13.1M$12.1M$971K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $17.2M$17.4M−$218K−$668K 990 PDF
FY2024 $14.2M$14.9M−$685K−$482K 990 PDF
FY2023 $13.0M$13.5M−$495K$145K 990 PDF
FY2022 Viewing $12.3M$13.1M−$784K$614K 990 PDF
FY2021 $15.1M$13.4M$1.8M$1.5M 990 PDF
FY2020 $13.1M$12.9M$246K−$381K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $12,334,329 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,480,537$438,703
I-9 Program service revenuePrior year $12,667,546$11,847,231
I-10 Investment incomePrior year −$13,451$488
I-11 Other revenuePrior year $9,446$47,907
I-12 Total revenuePrior year $15,144,078$12,334,329
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,813,372$6,789,750
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,539,257$6,328,661
I-18 Total expensesPrior year $13,352,629$13,118,411
I-19 Revenue less expensesPrior year $1,791,449−$784,082
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,334,329 across 7 lines filed
Lines not itemized here account for $38,692 of total revenue; see the IRS return.
VIII-1e Government grants$387,775
VIII-1f All other contributions, gifts and grants$50,928
VIII-1h Total contributions, gifts and grants$438,703
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,808,539$11,808,539
VIII-3 Investment incomeExcluded from tax $488$488
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $39,544 · Excluded from tax $8,363$47,907
VIII-12 Total revenueRelated to mission $11,886,775 · Unrelated business $0 · Excluded from tax $8,851$12,334,329
Part IX · Statement of functional expenses $13,118,411 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $347,463 · Management $34,668$382,131
IX-7 Other salaries and wagesPrograms $4,723,506 · Management $471,280$5,194,786
IX-8 Pension plan contributionsPrograms $104,707 · Management $13,053$117,760
IX-9 Other employee benefitsPrograms $576,136 · Management $71,795$647,931
IX-10 Payroll taxesPrograms $397,886 · Management $49,256$447,142
IX-11b Legal feesManagement $250$250
IX-11c Accounting feesManagement $152,777$152,777
IX-11g Other fees for servicesPrograms $221,887$221,887
IX-12 Advertising and promotionPrograms $60,858$60,858
IX-13 Office expensesPrograms $453,835$453,835
IX-14 Information technologyManagement $77,777$77,777
IX-16 OccupancyPrograms $435,661$435,661
IX-17 TravelPrograms $28,267 · Management $92$28,359
IX-19 Conferences, conventions and meetingsPrograms $5,423 · Management $813$6,236
IX-20 InterestPrograms $588,265$588,265
IX-22 Depreciation, depletion and amortizationPrograms $1,314,006 · Management $69,158$1,383,164
IX-23 InsurancePrograms $160,067$160,067
IX-24 Other expenses (24a–d)Programs $2,412,164$2,412,164
IX-24e All other expensesPrograms $317,555 · Management $29,806$347,361
IX-25 Total functional expensesPrograms $12,147,686 · Management $970,725 · Fundraising $0$13,118,411
Part X · Balance sheet $25,281,032 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,847,991$268,589
X-2 Savings and temporary cash investmentsStart of year $815,013$2,661,625
X-4 Accounts receivableStart of year $1,457,075$934,669
X-8 Inventories for sale or useStart of year $92,912$38,581
X-9 Prepaid expenses and deferred chargesStart of year $23,146$71,753
X-10c Land, buildings and equipment, netStart of year $21,965,136$21,037,857
X-11 Publicly traded securitiesStart of year $276,705$222,958
X-15 Other assetsStart of year $45,000$45,000
X-16 Total assetsStart of year $26,522,978$25,281,032
X-17 Accounts payable and accrued expensesStart of year $651,931$981,500
X-25 Other liabilitiesStart of year $522,721$394,082
X-26 Total liabilitiesStart of year $25,070,994$24,666,877
X-27 Net assets without donor restrictionsStart of year $1,249,177$407,138
X-28 Net assets with donor restrictionsStart of year $202,807$207,017
X-32 Total net assets or fund balancesStart of year $1,451,984$614,155
X-33 Total liabilities and net assetsStart of year $26,522,978$25,281,032
Part XI · Reconciliation of net assets $614,155 net assets at year end
XI-1 Total revenue$12,334,329
XI-2 Total expenses$13,118,411
XI-3 Revenue less expenses−$784,082
XI-4 Net assets at start of year$1,451,984
XI-5 Net unrealized gains (losses) on investments−$53,747
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$614,155

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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