2024-11-14T15:37:39-05:00 2023-12-31 871438555 RYUN GIVENS & COMPANY PC 2900 100TH ST STE 303 URBANDALE IA 503223855 990 2023-01-01 420752685 BARTELS LUTHERAN HOME BART 3193524540 1922 5TH AVE NW WAVERLY IA 50677 PAULA GEISE PRESIDENT/CEO 3193524540 2024-11-12 false KATHY A FRENCH P02443093 5152253141 2024-11-12 2023 2024-10-15 13:58:12Z PAULA GEISE 1922 5TH AVE NW WAVERLY IA 50677 14170458 false X WWW.BARTELSCOMMUNITY.ORG X 1950 IA BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENRICHES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE. 10 10 315 35 0 653615 599459 11953388 13453861 -402543 117138 0 12204460 14170458 0 0 7412553 8244110 0 0 7265185 6512828 14677738 14756938 -2473278 -586480 41023318 41682842 33519518 34307716 7503800 7375126 BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENRICHES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE. false false 12791281 13453861 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. 12791281 true true false false false false false false false true true false false false true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 57 0 315 true false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true false false X X PEGGY ZUMBACH 3193524540 1922 5TH AVE NW WAVERLY IA 50677 PAULA GEISE PRESIDENT/CE 40.00 X 162892 0 36941 PEGGY ZUMBACH CFO 40.00 X 97685 0 18935 SHEENA BLANCHARD ADON 40.00 X 104283 0 4182 VERONICA SHEA ADMINISTRATO 40.00 X 103610 0 4602 REV MARK ANDERSON DIRECTOR 1.00 X 0 0 0 PAM BRICKMAN DIRECTOR 1.00 X 0 0 0 BOB BRUNKHORST SECRETARY/TR 1.00 X X 0 0 0 BEAU BUCHOLZ DIRECTOR 1.00 X 0 0 0 STEVE CORSON DIRECTOR 1.00 X 0 0 0 REGINALD GREEN DIRECTOR 1.00 X 0 0 0 SHELLY KRUMWEIDE DIRECTOR 1.00 X 0 0 0 KATIE SCHWARTZ DIRECTOR 1.00 X 0 0 0 FRED WALDSTEIN PRESIDENT 1.00 X X 0 0 0 SUSAN WHITSON VICE PRESIDE 1.00 X X 0 0 0 468470 64660 3 false true false GRAPE TREE MEDICAL STAFFING LLC 1003 23RD ST MILFORD IA 51351 STAFFING 1019306 CEDAR VALLEY BUILDING SUPPLY 431 DUNKERTON ROAD DUNKERTON IA 50626 MATERIALS 520475 NORTHERN IOWA THERAPY 217 EAST BREMER AVE SUITE B WAVERLY IA 50677 THERAPY SERVICE 396968 STEEGE CONSTRUCTION 2601 EASTON AVE WAVERLY IA 50677 CONSTRUCTION 326205 CRYSTAL HEATING AND PLUMBING INC 1210 W BREMER AVE WAVERLY IA 50677 MAINTENANCE 248513 5 306000 34732 258727 599459 ROUTINE SERVICES 13453861 13453861 13453861 117138 117138 14170458 13453861 117138 X 260577 260577 6783917 5802950 980967 702429 595531 106898 497187 429324 67863 2095555 1911744 183811 26865 26865 889701 847509 42192 233566 233566 1633287 1633287 229814 97139 132675 SUPPLIES 1063215 1035400 27815 OTHER EMPLOYEE RELATED 180249 159745 20504 OTHER 160576 45086 115490 14756938 12791281 1965657 0 1258434 1100408 5294196 5386080 2446 2446 410087 493154 173945 172631 55054027 21242866 32974272 33811161 909938 716962 41023318 41682842 1426098 1718886 24667381 26092080 7188268 6353407 237771 143343 33519518 34307716 X 6945148 6895121 558652 480005 7503800 7375126 41023318 41682842 -586480 457806 X false true X true false X 373295 503538 714891 653615 599459 2844798 12616263 11905206 11222484 11953388 13453861 61151202 12989558 12408744 11937375 12607003 14053320 63996000 63996000 177944 224820 314332 1823 117138 836057 177944 224820 314332 1823 117138 836057 13167502 12633564 12251707 12608826 14170458 64832057 0.98710 0.98560 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135362 4468 1000 138830 135539 1823 2000 135362 134095 1443 135139 133725 2370 2000 134095 129301 1000 3424 133725 false false 2142747 2142747 52911280 21242866 31668414 33811161 DEFERRED COMPENSATION 95507 LEASES PAYABLE 47836 143343 X SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGADING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS." THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. X X X X X false false false false false false false false false PAULA GEISE PRESIDENT/CEO 162892 8416 28525 199833 A IOWA FINANCE AUTHORITY IOWA FINANCE AUTHORITY 521699886 2015-11-18 8595000 REFINANCE OF 2005 BONDS true true false B IOWA FINANCE AUTHORITY 521699886 2016-10-14 3555000 REFINANCE OF 2005 BONDS true true false A 4180856 8595000 163245 8431755 true false true true B 1615737 3555000 9872 3545128 true false true true A false true false false false false false B false true false false false false false A false false false false false false false false false B false false false false false false false false false A false B false PURPOSE OF ISSUE DESCRIPTION IOWA FINANCE AUTHORITY REFINANCE OF 2005 BONDS PURPOSE OF ISSUE DESCRIPTION IOWA FINANCE AUTHORITY REFINANCE OF 2005 BONDS FORM 990, PAGE 1, ITEM C BARTELS LUTHERAN RETIREMENT COMMUNI FORM 990, PAGE 6, PART VI, LINE 11B DRAFT 990 IS PRESENTED AT THE BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL DISCLOSURE OF CONFLICT OF INTEREST AND REQUIREMENT TO NOTIFY. BOARD MEMBERS ABSTAIN FROM VOTING ON MOTIONS THAT REPRESENT A CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD HAS DEVELOPED A REVIEW PROCESS FOR THE CEO WHICH INCLUDES GATHER INFORMATION FROM MULTIPLE SOURCES. COMPENSATION IS ALSO COMPARED TO WAGE SURVEYS. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AS REQUIRED UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE GUIDESTAR WEBSITE AND AT WWW.BARTELSCOMMUNITY.ORG FORM 990, PART IX, LINE 11G PURCHASED SERVICES 1,911,744 8,601 0 PROFESSIONAL SERVICES 0 175,210 0 TOTAL 1,911,744 183,811 0 BARTELS LUTHERAN HOME MEMORIAL FOUN 1922 5TH AVENUE NW WAVERLY IA 50677 421251643 SUPPORT BA IA 12A N/A false false false true false false false false false false false false false false false false false false false false BARTELS LUTHERAN HOME MEMORIAL FOUN C 306000 ACCORDING TO POLICY