Samaritan Bethany INC EIN 41-1373420 Form 990 (PDF) Claim this org

Samaritan Bethany INC

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Offers housing, nursing care, and assisted living services for the elderly. For fiscal year 2024 it reported $19.1M in revenue, $18.4M in expenses, and $1.9M in net assets.Pt I

Founded
1971
Type
Public charity (501(c)(3)) · Human Services
Location
Rochester, MN
Website
www.samaritanbethany.com
Filings
5 on file (2020–2024)
Revenue
$19.1MFY2024
Expenses
$18.4M
Net assets
$1.9M
People
17
Filings
5
Updates
0
More identity details & actions ⌄
EIN  41-1373420 Public charity (501(c)(3)) Rochester, MN Founded 1971
Form 990 (PDF)
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Figures match the IRS filing checked 8/11/26 · see original: IRS
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Size
$10–100M
What they do
Offers housing, nursing care, and assisted living services for the elderly.
Leadership
Kyla Berg · Administrator/Co-Ceo · $121K
Money in and out
$19.1M revenue, $18.4M expenses
Bottom line
86% program efficiency
Where the money goes · FY2024
Total revenue
$19.1M
Pt VIII · Ln 12
Total expenses
$18.4M
Pt IX · Ln 25
Net assets
$1.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $714K
Where spending went · Part IX cols B–D
Program services $0.86 Management & general $0.14
Program efficiency
86%
of spending reaches programs▲ +1% vs prior filing year
Operating runway
4.4mo
months of highly liquid reserves at operating expense rate▲ +5% vs prior filing year
Surplus margin
+4%
revenue over expenses, this year▲ ×13 vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$19.1M
FY2024▲ +4%
Expenses
$18.4M
FY2024▲ +0.6%
Total assets
$33.2M
FY2024▼ -0.9%
Total liabilities
$31.3M
FY2024▼ -3%
Total revenue
$19.1M
Pt VIII · Ln 12
Total expenses
$18.4M
Pt IX · Ln 25
Net assets
$1.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$714K
Total assetsPt X · Ln 16$33.2M
Program-expense ratioPt IX · col B86%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSamaritan Bethany INC
EINHdr · item D41-1373420
Principal addressHdr · item CRochester, MN
WebsiteHdr · item Jwww.samaritanbethany.com
Year of formationHdr · item L1971
State of legal domicileHdr · item MMN
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P750)
Ruling yearIRS BMFApr 1980

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Administrator/Co-Ceo
$120,965Pt VII · Sec A
$116,008Pt VII · Sec A
Housing Mgr/Co-Ceo
$112,478Pt VII · Sec A
CEO - Part Year
$17,759Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Kyla Berg’s $121K as Administrator/Co-Ceo is at the 8th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Susan Knutson$17,759$140,004$143,124$132,066$130,414$122,473
Kyla Berg$120,965$95,002$94,427$89,815$86,636$85,087
Brandon Miller$116,008$107,615$108,245$95,586$93,416$87,946
Rachael Maxfield$112,478$86,230$79,352$71,960
Sheila Nieland-Snyder$69,523
Rachael Paddock$53,985

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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Mission & Programs · Part III

Where the work happens

1 program service account for $15.8M of program spending, described in the organization's own filed words · FY2024.
01

Providing housing, nursing care and related services to residents of a nursing home and an apartment complex complete with assisted living and memory care for the elderly in the rochester, minnesota area. The home is licensed for 182 nursing home beds with 128 active and arbor terrace has 83 apartment units.

$15.8Mprogram expense

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Statement of Revenue

Part VIII
Program service revenue$17.7M · 93%
Contributions & grants$528K · 3%
Investment income$450K · 2%
Other revenue$409K · 2%
Program service revenue93%$17.7M
Contributions & grants3%$528K
Investment income2%$450K
Other revenue2%$409K
— government grantsLn 1e$376K
Total revenueLn 12$19.1M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.86 Management & general $0.14
Program services86%$15.8M
Management & general14%$2.6M
Total functional expensesLn 25$18.4M

Balance Sheet

Part X · end of year
CashLn 1$4.0M
Total assetsLn 16$33.2M
Total liabilitiesLn 26$31.3M
Total net assetsLn 32$1.9M
Months of cash on handcomputed2.6

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $6.8M · Operating expenses/yr $18.4M
4.4 months
Where the money goes
Program services
Program services $15.8M · Total expenses $18.4M
86%
Management & General
Management & general $2.6M · Total expenses $18.4M
14%
Fundraising
Fundraising $0 · Total expenses $18.4M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $317K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $528K · Total revenue $19.1M
3%
Government reliance
Government grants $376K · Total revenue $19.1M
2%
Earned-income share
Program service revenue $17.7M · Total revenue $19.1M
93%
Investment reliance
Investment income $450K · Total revenue $19.1M
+2%
Program self-sufficiency
Program service revenue $17.7M · Total expenses $18.4M
96%
Growth & trend
Revenue growth (YoY)
This year $19.1M · Prior year $18.3M
+4%
Revenue CAGR
FY2019 $19.9M · FY2024 $19.1M
-0.8%
Net-asset trend (YoY)
End of year $1.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $19.1M · Expenses $18.4M
+4%
Liabilities-to-Assets
Total liabilities — · Total assets $33.2M
Net-asset ratio
Net assets $1.9M · Total assets $33.2M
6%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $2.4M · Other securities (Pt X, ln 12) $319K · Total assets (Pt X, ln 16) $33.2M
8%
People & payroll
Highest Reported Total Compensation
Individual Kyla Berg · Reported title ADMINISTRATOR/CO-CEO · Highest reported compensation $121K · Total expenses $18.4M
0.7%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $8.7M · Total expenses $18.4M
47%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 86%
Overhead ratio 14%
Revenue growth 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$151K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$18.3M revenue · ⤓ 990 PDF
FY2023$19.5M revenue · ⤓ 990 PDF
FY2022$15.6M revenue · ⤓ 990 PDF
FY2021$19.7M revenue · ⤓ 990 PDF
FY2020$19.9M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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