Bartels Lutheran Home

Tax-deductible

Waverly, IA501(c)(3)Since 1950Human ServicesEIN 42-0752685Revenue $18.7M in FY2025

On file with the IRSbartelscommunity.org1922 5th Ave Nw, 50677-1903 · Waverly, IATax-exempt since Nov 1961Church — 170(b)(1)(A)(i)

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Bartels Lutheran retirement community offers multilevel retirement living options and enriches lives through quality services and christian care.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Run by 118 volunteers and 359 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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 $301K a year · 2% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$654K
to officers and key staff · 4% of spending
Top officer’s pay lower than 60% of similar orgs
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $325K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$36.4M
82% of total assets
Concern: liabilities are 82% of assets; over 80%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$18.7M
+28% vs prior year
Spent
$17.1M
To programs
87%
Net assets
$8.2M
By yearFY2020–FY2025
Revenue
$18.7M
FY2025▲ +28%
Tap a bar for its year
Revenue by fiscal year
FY2020$15.0M
FY2021$12.3M
FY2022$12.2M
FY2023$14.2M
FY2024$14.5M
FY2025$18.7M
Expenses
$17.1M
FY2025▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$13.5M
FY2021$12.9M
FY2022$14.7M
FY2023$14.8M
FY2024$15.7M
FY2025$17.1M
Net assets
$8.2M
FY2025▲ +29%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.2M
FY2021$10.5M
FY2022$7.5M
FY2023$7.4M
FY2024$6.4M
FY2025$8.2M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Give Claim

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

87 cents of each dollar spent went to programs.

Program services 87% · $14.8M Management & general 13% · $2.3M

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

14 people listed on the 990; $654K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/Ce
$191,247Pt VII · Sec A
Administrato
$133,447Pt VII · Sec A
$111,570Pt VII · Sec A
$111,186Pt VII · Sec A
$106,852Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Paula Geise’s $191K as President/Ce is at the 40th 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Paula Geise$191,247$199,338$162,892$156,246$173,408$162,512
Cynthia Schake—————$152,075
Veronica Shea$133,447$122,533$103,610$109,407$106,322—
Peggy Zumbach$111,570$113,966$97,685$86,772$60,855—
Cynthia Bustos$111,186—————
Sheena Blanchard$106,852$109,493$104,283$104,546——
Brooke Holmes————$104,268—
Deb Schroeder—————$102,328

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

Provides multilevel retirement living and quality services with Christian care.

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Provided by the organization

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1 program · $14.8M · in their own filed words · FY2025
01

Bartels lutheran home provides a continuum of care including 100 licensed nursing beds including 30 ccdi beds. In addition there are 30 assisted living, 20 assisted living - memory care and 128 independent living units.

$14.8Mprogram 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 · FY2025
Total grants receivedfrom 1 funder$325K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$18.7M
Ln 12
Fees for servicesLn 2g$15.0M
Gifts and grantsLn 1h$3.4M
Investment incomeLn 3$268K
Money outPt IX
$17.1M
Ln 25
Programscol B$14.8M
Managementcol C$2.3M
Owns and owesPt X
$8.2M
net assets · Ln 32
Cash and savingsLn 1–2$6.5M
Total assetsLn 16$44.6M
LiabilitiesLn 26$36.4M
PeoplePt VI, VII
14
listed · VII A
PaidVII A5
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.4M
Government grantsLn 1e$2.7M
Noncash giftsLn 1g$36K
Fees for servicesLn 2g$15.0M
Investment incomeLn 3$268K
Total revenueLn 12$18.7M
Assets in detailPt X, end of year
CashLn 1$981K
SavingsLn 2$5.5M
Cash and savings togetherLn 1–2$6.5M
Land, buildings, equipmentLn 10c$36.5M
Other assetsLn 15$835K
Total assetsLn 16$44.6M
LiabilitiesLn 26$36.4M
Net assetsLn 32$8.2M
OperationsPt I, VI
EmployeesI 5359
VolunteersI 6118
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$5.5M$6.5M
Land, buildings, equipmentLn 10c$35.6M$36.5M
Total assetsLn 16$42.2M$44.6M
LiabilitiesLn 26$35.8M$36.4M
Net assetsLn 32$6.4M$8.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$303K$303K
Other salaries and wagesLn 7$8.7M$7.8M$964K
Other employee benefitsLn 9$837K$651K$186K
Payroll taxesLn 10$651K$560K$91K
Other fees for servicesLn 11g$1.5M$1.2M$277K
Advertising and promotionLn 12$22K$22K
OccupancyLn 16$1.1M$1.1M$70K
InterestLn 20$176K$176K
Depreciation, depletion and amortizationLn 22$1.9M$1.9M
InsuranceLn 23$338K$163K$175K
Other expenses (24a–d)Ln 24$1.6M$1.4M$201K
Total functional expensesLn 25$17.1M$14.8M$2.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $18.7M$17.1M$1.5M$8.2M 990 PDF
FY2024 $14.5M$15.7M−$1.1M$6.4M 990 PDF
FY2023 $14.2M$14.8M−$586K$7.4M 990 PDF
FY2022 $12.2M$14.7M−$2.5M$7.5M 990 PDF
FY2021 $12.3M$12.9M−$686K$10.5M 990 PDF
FY2020 $15.0M$13.5M$1.6M$11.2M 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 FY2025 990 (6 parts)
Part I · Summary $18,659,850 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $494,684$3,407,206
I-9 Program service revenuePrior year $13,748,011$14,985,014
I-10 Investment incomePrior year $279,329$267,630
I-11 Other revenue$0
I-12 Total revenuePrior year $14,522,024$18,659,850
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $8,530,819$10,504,902
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $7,138,586$6,622,852
I-18 Total expensesPrior year $15,669,405$17,127,754
I-19 Revenue less expensesPrior year −$1,147,381$1,532,096
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $18,659,850 across 8 lines filed
VIII-1d Related organizations$325,000
VIII-1e Government grants$2,743,320
VIII-1f All other contributions, gifts and grants$338,886
VIII-1g Noncash contributions (included above)$36,441
VIII-1h Total contributions, gifts and grants$3,407,206
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,985,014$14,985,014
VIII-3 Investment incomeExcluded from tax $267,630$267,630
VIII-12 Total revenueRelated to mission $14,985,014 · Excluded from tax $267,630$18,659,850
Part IX · Statement of functional expenses $17,127,754 across 11 lines filed
IX-5 Pay of current officers, directors and key staffManagement $302,817$302,817
IX-7 Other salaries and wagesPrograms $7,750,170 · Management $963,757$8,713,927
IX-9 Other employee benefitsPrograms $651,417 · Management $185,721$837,138
IX-10 Payroll taxesPrograms $559,823 · Management $91,197$651,020
IX-11g Other fees for servicesPrograms $1,216,863 · Management $277,148$1,494,011
IX-12 Advertising and promotionManagement $22,259$22,259
IX-16 OccupancyPrograms $1,060,424 · Management $69,623$1,130,047
IX-20 InterestPrograms $176,474$176,474
IX-22 Depreciation, depletion and amortizationPrograms $1,875,763$1,875,763
IX-23 InsurancePrograms $163,264 · Management $174,979$338,243
IX-24 Other expenses (24a–d)Programs $1,384,662 · Management $201,393$1,586,055
IX-25 Total functional expensesPrograms $14,838,860 · Management $2,288,894 · Fundraising $0$17,127,754
Part X · Balance sheet $44,562,117 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $568,089$980,980
X-2 Savings and temporary cash investmentsStart of year $4,939,189$5,491,567
X-3 Pledges and grants receivableStart of year $2,000$1,000
X-4 Accounts receivableStart of year $337,480$439,766
X-9 Prepaid expenses and deferred chargesStart of year $164,291$319,050
X-10c Land, buildings and equipment, netStart of year $35,597,911$36,495,073
X-15 Other assetsStart of year $598,740$834,681
X-16 Total assetsStart of year $42,207,700$44,562,117
X-17 Accounts payable and accrued expensesStart of year $1,905,023$1,554,511
X-19 Deferred revenueStart of year $28,415,640$30,194,934
X-20 Tax-exempt bond liabilitiesStart of year $5,493,849$4,607,202
X-25 Other liabilitiesStart of year $28,319$8,199
X-26 Total liabilitiesStart of year $35,842,831$36,364,846
X-27 Net assets without donor restrictionsStart of year $5,992,494$7,873,661
X-28 Net assets with donor restrictionsStart of year $372,375$323,610
X-32 Total net assets or fund balancesStart of year $6,364,869$8,197,271
X-33 Total liabilities and net assetsStart of year $42,207,700$44,562,117
Part XI · Reconciliation of net assets $8,197,271 net assets at year end
XI-1 Total revenue$18,659,850
XI-2 Total expenses$17,127,754
XI-3 Revenue less expenses$1,532,096
XI-4 Net assets at start of year$6,364,869
XI-5 Net unrealized gains (losses) on investments$300,306
XI-10 Net assets at end of year$8,197,271

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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