2025-09-08T17:37:28-04:00 2024-12-31 871438555 RYUN GIVENS & COMPANY PC 2900 100TH ST STE 303 URBANDALE IA 503223855 990 2024-01-01 420752685 BARTELS LUTHERAN HOME BART 3193524540 1922 5TH AVE NW WAVERLY IA 50677 PAULA GEISE PRESIDENT/CEO 3193524540 2025-08-06 false KATHY A FRENCH P02443093 5152253141 2025-08-06 2024 2025-03-06 01:10:19Z PAULA GEISE 1922 5TH AVE NW WAVERLY IA 50677 14522024 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. 9 9 343 135 0 599459 494684 13453861 13748011 117138 279329 0 14170458 14522024 0 0 8244110 8530819 0 0 6512828 7138586 14756938 15669405 -586480 -1147381 41682842 42207700 34307716 35842831 7375126 6364869 BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENRICHES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE. false false 13568142 13748011 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. 13568142 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 77 0 343 true false false false false false false false false X 9 9 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 SUSAN WHITSON PRESIDENT 1.00 X X 0 0 0 REGINALD GREEN VICE PRESIDE 1.00 X X 0 0 0 SHELLY KRUMWEIDE TREASURER/SE 1.00 X X 0 0 0 BEAU BUCHOLZ DIRECTOR 1.00 X 0 0 0 KATIE SCHWARTZ DIRECTOR 1.00 X 0 0 0 REV MARK ANDERSON DIRECTOR 1.00 X 0 0 0 STEVE CORSON DIRECTOR 1.00 X 0 0 0 RICH MCBURNEY DIRECTOR 1.00 X 0 0 0 SCOTT LEISINGER DIRECTOR 1.00 X 0 0 0 PAULA GEISE PRESIDENT/CE 40.00 X 199338 0 25155 VERONICA SHEA ADMINISTRATO 40.00 X 122533 0 3935 PEGGY ZUMBACH CFO 40.00 X 113966 0 15473 SHEENA BLANCHARD CO DON 40.00 X 109493 0 3498 545330 48061 4 false true false GRAPE TREE MEDICAL STAFFING LLC 2501 BOJI BEND DR SUITE 100 MILFORD IA 51351 STAFFING 1378017 CEDAR VALLEY BUILDING SUPPLY 431 DUNKERTON ROAD DUNKERTON IA 50626 MATERIALS 672401 STEEGE CONSTRUCTION 2601 EASTON AVE WAVERLY IA 50677 CONSTRUCTION 475733 CRYSTAL HEATING AND PLUMBING INC 1210 W BREMER AVE WAVERLY IA 50677 HVAC COMPANY 431004 YOUNG HEATING & PLUMBING CO 750 S HACKET ROAD WATERLOO IA 50701 HVAC COMPANY 395836 5 310000 184684 494684 ROUTINE SERVICES 13748011 13748011 13748011 279329 279329 14522024 13748011 279329 X 313303 313303 6982612 6061663 920949 706639 542585 164054 528265 431463 96802 2381430 2185296 196134 38152 38152 1115879 1030552 85327 222282 222282 1774823 1774823 286083 132135 153948 SUPPLIES 1033257 1012299 20958 OTHER EMPLOYEE RELATED 159819 151970 7849 OTHER 126861 23074 103787 15669405 13568142 2101263 0 1100408 568089 5386080 4939189 2446 2000 493154 337480 172631 164291 58569863 22971952 33811161 35597911 716962 598740 41682842 42207700 1718886 1905023 26092080 28415640 6353407 5493849 143343 28319 34307716 35842831 X 6895121 5992494 480005 372375 7375126 6364869 41682842 42207700 -1147381 137124 X false true X true false X 503538 714891 653615 599459 494684 2966187 11905206 11222484 11953388 13453861 13748011 62282950 12408744 11937375 12607003 14053320 14242695 65249137 65249137 224820 314332 1823 117138 279329 937442 224820 314332 1823 117138 279329 937442 12633564 12251707 12608826 14170458 14522024 66186579 0.98580 0.98710 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138830 6656 2000 143486 135362 4468 1000 138830 135539 1823 2000 135362 134095 1443 135139 133725 2370 2000 134095 false false 2142747 2142747 56427116 22971952 33455164 35597911 LEASES PAYABLE 28319 28319 X SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING "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 177887 15143 6308 3815 21340 224493 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 4774427 8595000 163245 8431755 true false true true B 1881724 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 2,185,296 5,471 0 PROFESSIONAL SERVICES 0 190,663 0 TOTAL 2,185,296 196,134 0 BARTELS LUTHERAN HOME MEMORIAL FOUN 1922 5TH AVENUE NW WAVERLY IA 50677 421251643 SUPPORT BA IA 501C3 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 310000 ACCORDING TO POLICY