2022-05-09T14:25:12-05:00 2021-06-30 450250958 EIDE BAILLY LLP 200 EAST 10TH STREET SUITE 500 SIOUX FALLS SD 571175125 990 2020-07-01 460233029 BETHANY LUTHERAN HOME FOR THE AGED INC BETH 6053382351 1901 SOUTH HOLLY AVENUE SIOUX FALLS SD 57105 DALTON HUBER CFO 6053382351 2022-04-02 1 DALTON HUBER 999009999 LAURIE HANSON CPA P00851848 6053391999 2022-03-28 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DEBORAH HERRBOLDT 1901 SOUTH HOLLY AVENUE SIOUX FALLS SD 57105 22568912 0 X WWW.MYBETHANYHOME.ORG X 1950 SD PROVIDE SENIOR LIVING FACILITIES AND CARE FOR THE BODY AND THE SPIRIT. 15 15 478 18 0 0 164562 3349764 14148004 13432789 200644 272399 61638 96567 14574848 17151519 341 0 0 0 8218422 8792197 0 0 85728 6406427 6920234 14625190 15712431 -50342 1439088 30917173 30904016 27639126 25972614 3278047 4931402 MEETING THE PHYSICAL, SOCIAL, AND SPIRITUAL NEEDS OF INDIVIDUALS THROUGH COMPREHENSIVE LONG-TERM AND SHORT-TERM HEALTH CARE. 0 0 13568978 13519787 BETHANY LUTHERAN HOME FOR THE AGED CONSISTS OF A 52-BED LONG-TERM CARE FACILITY, 27 ASSISTED LIVING UNITS AND 11 INDEPENDENT LIVING HOMES IN SIOUX FALLS, SOUTH DAKOTA, D/B/A BETHANY LUTHERAN HOME-SIOUX FALLS; A 60 BED LONG-TERM CARE FACILITY IN BRANDON, SOUTH DAKOTA, D/B/A BETHANY LUTHERAN HOME-BRANDON; AND A SENIOR LIVING COMMUNITY IN BRANDON, SOUTH DAKOTA, D/B/A BETHANY MEADOWS. BETHANY MEADOWS CONSISTS OF 66 INDEPENDENT OR ASSISTED LIVING UNITS AND 56 TWIN HOMES. 13568978 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 10 0 1 478 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DEBORAH HERRBOLDT 6053382351 1901 SOUTH HOLLY AVENUE SIOUX FALLS SD 57105 DEBORAH HERRBOLDT CEO 45.00 1.00 X 153597 0 15014 DALTON HUBER CFO 45.00 1.00 X 119093 0 14011 ROSE GRANT FIRST VP; PRESIDENT BEG JAN 2021 1.00 0.00 X X 0 0 0 LEE PERSON BOARD MEMBER; FIRST VP BEG JAN 2021 1.00 0.00 X X 0 0 0 JIM SANDEN BOARD MEMBER; SECRETARY BEG JAN 2021 1.00 0.00 X X 0 0 0 ANN MARIE BEESLEY SECRETARY UNTIL DEC 2020 1.00 0.00 X X 0 0 0 SUE MARTENS TREASURER 1.00 0.00 X X 0 0 0 DENIS ANDERSEN PRESIDENT UNTIL DEC 2020; BOARD MEMBER 2.00 1.00 X 0 0 0 ROBERT ANDERSON SECOND VP; BOARD MEMBER BEG JAN 2021 1.00 0.00 X 0 0 0 PASTOR AMY MARTINELL PASTORAL ADVISOR 1.00 0.00 X 0 0 0 PASTOR GREG JOHNSON PASTORAL ADVISOR 1.00 1.00 X 0 0 0 ELLEN JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 PASTOR KEVIN JENSEN BOARD MEMBER 1.00 0.00 X 0 0 0 MARY LEE GAYER-FITCH BOARD MEMBER 1.00 0.00 X 0 0 0 PAT SEINER BOARD MEMBER 1.00 0.00 X 0 0 0 PASTOR TOM STADEM BOARD MEMBER 1.00 0.00 X 0 0 0 PASTOR LORI HOPE BOARD MEMBER 1.00 0.00 X 0 0 0 JOEL FLIER BOARD MEMBER BEG JAN 2021 1.00 0.00 X 0 0 0 272690 0 29025 2 0 0 0 GOODCARE LLC 1000 NORTHWEST AVE SUITE 210 SIOUX FALLS SD 57104 REHAB SERVICES 676709 GA JOHNSON CONSTRUCTION INC 27153 SD-115 101 HARRISBURG SD 57032 CONSTRUCTION 605695 AVERA MCKENNAN 1325 S CLIFF AVE SIOUX FALLS SD 57105 PHARMACY SERVICES 360092 MARCO TECHNOLOGIES LLC 4510 HEATHERWOOD ROAD ST CLOUD MN 56301 IT SERVICES 168260 4 510 3343305 5949 3349764 RESIDENT ROUTINE CARE 623000 12597091 12597091 HOUSING MAINTENANCE FEE INCOME 900099 559168 559168 ENTRANCE FEE AMORTIZATION 900099 233157 233157 43373 43373 13432789 164435 164435 111101 33320 77781 77781 68995 8786 5491061 5383097 107964 107964 107964 1759 976 783 783 BAD DEBT RECOVERY 900099 18000 18000 NSF CHECK FEES 900099 3 3 18003 17151519 13519787 0 281968 293060 293060 7330298 6748899 511195 70204 53007 43657 9350 554804 412536 137515 4753 561028 498114 57349 5565 60279 60279 27324 27324 1280897 1129113 151784 43858 10127 33731 482065 366208 110894 4963 168855 168855 699486 642287 57199 11487 11487 75364 38399 36965 746993 746993 1319865 1235307 84558 146964 136301 10663 MEDICAL SUPPLIES 939312 663656 275656 FOOD 627341 627341 BAD DEBT EXPENSE 165681 165681 REPAIRS 81821 81821 42642 11051 31348 243 15712431 13568978 2057725 85728 2244657 1827780 880429 1021523 4190 5151 35409 48086 56941 70712 40224503 17952792 21111024 22271711 6565034 5641157 19489 17896 30917173 30904016 683235 1404352 469039 65346 22501 22572 16401286 15891145 1529247 0 8533818 8589199 27639126 25972614 X 3117758 4931402 160289 0 3278047 4931402 30917173 30904016 X 1439088 251767 -37500 X 0 1 X 1 0 X 45236 117390 23216 164562 3349764 3700168 13293821 13360658 13446210 14148004 13519787 67768480 9298 8382 7718 6534 1759 33691 13348355 13486430 13477144 14319100 16871310 71502339 0 0 0 71502339 75507 93224 197539 184544 181225 732039 75507 93224 197539 184544 181225 732039 13423862 13579654 13674683 14503644 17052535 72234378 0.98990 0.98930 0.01010 0.01070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 195819 195819 34700008 16122866 18577142 1903091 1369741 533350 3425585 460185 2965400 22271711 ENTRANCE FEES PAYABLE 8529649 DEPOSITS PAYABLE 59550 8589199 X 17525043 251767 149081 400848 17124195 27324 27324 17151519 15711399 26292 26292 15685107 27324 27324 15712431 PART IV, LINE 2B: THIS IS A RESIDENT TRUST ACCOUNT. THE FACILITY TRACKS THE FUNDS IN THIS ACCOUNT BY RESIDENT. RESIDENTS MAY WITHDRAW FUNDS AS REQUESTED BASED ON THEIR INDIVIDUAL ACCOUNT BALANCE. THE FUNDS ARE HELD ON BEHALF OF THE RESIDENTS FOR THEIR CONVENIENCE. PART X, LINE 2: BETHANY LUTHERAN HOME FOR THE AGED BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. BETHANY LUTHERAN HOME FOR THE AGED WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 976. RENTAL EXPENSE 25,316. NET ASSETS RELEASED FROM RESTRICTION 122,789. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS OF GOODS SOLD 976. RENTAL EXPENSE 25,316. X 0 0 0 0 0 0 0 0 0 DEBORAH HERRBOLDT CEO 153597 0 0 0 0 0 4798 0 10235 0 168630 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE FOUR OFFICERS, TOGETHER WITH THE PASTORAL ADVISORS, SHALL COMPRISE AN EXECUTIVE COMMITTEE WITH POWER TO ACT FOR THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN BOARD MEETINGS, BUT SHALL NOT HAVE POWER TO RECONSIDER OR REVERSE ANY ACTION OF POLICY OF THE BOARD. THE PRESIDENT, SECRETARY AND/OR TWO BOARD MEMBERS MAY CALL MEETINGS AT ANY TIME AND THREE MEMBERS SHALL CONSTITUTE A QUORUM. IT SHALL REPORT ALL OF ITS ACTIONS TO THE BOARD OF DIRECTORS. A WRITTEN RECORD OF ATTENDANCE AND BUSINESS TRANSACTED SHALL BE MAINTAINED BY THE SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B CEO AND CFO WILL REVIEW THE 990 IN DETAIL. AFTER THEIR REVIEW, THE 990 WILL BE PROVIDED TO EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST QUESTIONNAIRES WHICH ARE MONITORED AND TRACKED. THE QUESTIONNAIRES ARE REVIEWED BY THE BOARD FOR ANY POSSIBLE CONFLICTS WITH ANY NOTED CONFLICTS BEING BROUGHT TO MANAGEMENT'S ATTENTION. CONFLICTS ARE ALSO REVIEWED AT THE BOARD LEVEL. AFTER A CONFLICT IS DEEMED TO EXIST, THE INDIVIDUAL(S) INVOLVED MUST ABSTAIN FROM THE DISCUSSION AND VOTE RELATED TO THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 BETHANY LUTHERAN HOME CREATES AN ANNUAL BUDGET THAT INCLUDES SALARY INCREASES FOR ALL STAFF. THIS BUDGET IS PRESENTED TO THE BOARD WITH AN EXPLANATION OF WHAT INCREASES WERE BUILT INTO THE BUDGET. THE BOARD APPROVES THE BUDGET AND SALARY INCREASES FOR ALL STAFF FOR THE NEXT FISCAL YEAR. THE INCREASE TO COMPENSATION FOR ALL STAFF MUST BE AT OR BELOW THE APPROVED INCREASE IN THE BUDGET. THE COMPENSATION CHANGES ARE IMPLEMENTED ON THE EMPLOYEE'S ANNIVERSARY DATE AFTER AN EMPLOYEE EVALUATION HAS BEEN COMPLETED AND DOCUMENTED. ADDITIONALLY, COMPENSATION SURVEYS ARE USED IN DETERMINING THE COMPENSATION OF THE CEO AND CFO. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER TO RELATED ORGANIZATION -37,500. BETHANY LUTHERAN FOUNDATION 3008 E ASPEN BOULEVARD BRANDON SD 57005 201569453 RAISE FUNDS AS A SUPPORTING ORGANIZATION OF BETHANY LUTHERAN HOME. SD 501(C)(3) LINE 12A, I BETHANY LUTHERAN HOME FOR THE AGED INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0