2017-04-18T00:00:00-05:00 2016-06-30 450250958 EIDE BAILLY LLP 200 EAST 10TH ST PO BOX 5125 SIOUX FALLS SD 571175125 990 2015-07-01 460259554 BETHEL LUTHERAN HOME BETH 6052564539 1001 SOUTH EGAN AVE MADISON SD 57042 LISA SCHAEFER ADMINISTRATOR/CEO 6052564539 2017-04-18 1 LAURIE HANSON P00851848 6053391999 2017-04-18 2015 2021-01-29 14:40:06Z LISA SCHAEFER 1001 SOUTH EGAN AVE MADISON SD 57042 5334782 0 X WWW.BETHELCOMMUNITY.COM X 1962 SD BETHEL LUTHERAN HOME IS A MINISTRY TO THE ELDERLY CONSISTING OF VARIOUS LEVELS OF CARE. 16 16 175 30 0 0 85851 84101 5071988 5250587 537 -16267 1715 0 5160091 5318421 0 3020 0 0 3326416 3537356 0 0 16741 1854637 2176534 5181053 5716910 -20962 -398489 6628846 6644733 3705085 3994817 2923761 2649916 X BETHEL LUTHERAN HOME IS A MINISTRY TO THE ELDERLY CONSISTING OF VARIOUS LEVELS OF CARE. ITS MISSION IS TO SUPPORT AND GROW THE ONGOING MINISTRY OF THE BETHEL COMMUNITY, THROUGH SHARING OF TIME, TALENT, AND TREASURE. 0 1 4975648 3020 5250587 BETHANY LUTHERAN HOME OPERATES A SKILLED/SUB-ACUTE CARE NURSING HOME THAT CONSISTS OF 59 BEDS, ALL OF WHICH ARE MEDICAID/MEDICARE CERTIFIED. IN ADDITION, THE ORGANIZATION HAS A 16 UNIT CONGEGRATE HOUSING ADDITION, A 16 BED ASSISTED LIVING CENTER, FOUR TWIN HOMES, FOUR COTTAGE HOMES, AND AN ADULT DAY CARE CENTER. 4975648 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 175 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X LISA SCHAEFER 6052564539 1001 SOUTH EGAN AVE MADISON SD 57042 LLOYD GUNDVALDSON PRESIDENT (UNTIL OCT 2015) 1.00 0.00 X X 0 0 0 NORMAN ANDENAS VICE PRESIDENT/PRES (SINCE OCT 2015) 1.00 0.00 X X 0 0 0 DALE SHUMAKER DIRECTOR/VICE PRES (SINCE OCT 2015) 1.00 0.00 X X 0 0 0 TODD COPELAND TREASURER (UNTIL OCT 2015) 1.00 0.00 X X 0 0 0 RICH HUNTIMER DIRECTOR/TREAS (SINCE OCT 2015) 1.00 0.00 X X 0 0 0 LINDA SCHROEDER SECRETARY 1.00 0.00 X X 0 0 0 TOM FARRELL DIRECTOR (UNTIL SEP 2015) 1.00 0.00 X 0 0 0 DAN WENTWORTH DIRECTOR (UNTIL SEP 2015) 1.00 1.00 X 0 0 0 REV WAYNE MEIDINGER DIRECTOR 1.00 0.00 X 0 0 0 PAUL JOHNSON DIRECTOR (UNTIL AUG 2015) 1.00 0.00 X 0 0 0 GARY CALLIES DIRECTOR (SINCE OCT 2015) 1.00 1.00 X 0 0 0 SHERRY VANLIERE DIRECTOR 1.00 0.00 X 0 0 0 JACKIE MILES DIRECTOR 1.00 1.00 X 0 0 0 TIM CAMPBELL DIRECTOR (UNTIL SEP 2015) 1.00 1.00 X 0 0 0 VINCE NELSON DIRECTOR 1.00 0.00 X 0 0 0 DOUG SUNDE DIRECTOR 1.00 0.00 X 0 0 0 NANCY SERSHEN DIRECTOR (UNTIL SEP 2015) 1.00 0.00 X 0 0 0 STANLEY FODS DIRECTOR (SINCE OCT 2015) 1.00 0.00 X 0 0 0 STEVE HANLEY DIRECTOR (SINCE OCT 2015) 1.00 0.00 X 0 0 0 REV PHILLIP HOFINGA DIRECTOR (SINCE OCT 2015) 1.00 0.00 X 0 0 0 LINDA MEIER DIRECTOR (SINCE OCT 2015) 1.00 0.00 X 0 0 0 MILDRED MOSER DIRECTOR (SINCE OCT 2015) 1.00 0.00 X 0 0 0 REV ELIZABETH PAGNOTTA DIRECTOR (SINCE OCT 2015) 1.00 0.00 X 0 0 0 JAMES IVERSON ADMINISTRATOR/CEO (THRU DEC 2015) 40.00 1.00 X 82151 0 5445 LISA SCHAEFER ADMINISTRATOR/CEO (SINCE JAN 2016) 40.00 1.00 X 0 0 0 82151 0 5445 0 0 0 0 0 84101 84101 PATIENT SERVICE REVENU 623000 4389233 4389233 ASSISTED LIVING 623000 396239 396239 APARTMENTS & TWIN HOME 623000 307114 307114 DAYCARE 623000 83953 83953 74048 74048 5250587 94 94 16361 -16361 -16361 -16361 5318421 5250587 0 -16267 3020 3020 151358 151358 2619748 2454819 164929 34647 30793 3854 518773 465208 53565 212830 195716 17114 80221 80221 407297 357362 49935 31969 31969 242160 231221 10939 212724 202770 9954 6867 4074 2793 45455 25645 3069 16741 124319 124319 298317 298317 126048 23500 102548 FOOD 217305 217305 MEDICARE 142092 142092 OTHER SUPPORT 97233 97233 BAD DEBT 74396 74396 70131 27858 42273 5716910 4975648 724521 16741 183050 94078 329951 404765 16043 14441 29802 28930 10529912 5357206 5265840 5172706 804160 929813 6628846 6644733 280578 516370 51000 1253459 1201703 1563663 1613649 607385 612095 3705085 3994817 X 2147998 1749509 723701 737469 52062 162938 2923761 2649916 6628846 6644733 X -398489 124644 X 0 1 X 1 0 X 200497 89993 34390 72270 84101 481251 4702281 4767224 2388043 5085569 5250162 22193279 4902778 4857217 2422433 5157839 5334263 22674530 0 757651 622516 1380167 757651 622516 1380167 21294363 3735 2131 75 1072 94 7107 3735 2131 75 1072 94 7107 4906513 4859348 2422508 5158911 5334357 22681637 0.93880 0.96520 0.00030 0.00050 X PART II, SHORT YEAR THE ORGANIZATION CHANGED ITS YEAR END FROM DECEMBER 31 TO JUNE 30 EFFECTIVE JUNE 30, 2014. AS SUCH, THE 2010 COLUMN OF THE PUBLIC SUPPORT TEST, PART II, INCLUDES FINANCIAL INFORMATION FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2011. THE 2011 COLUMN OF THE PUBLIC SUPPORT TEST, PART II, INCLUDES FINANCIAL INFORMATION FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2012. THE 2012 COLUMN OF THE PUBLIC SUPPORT TEST, PART II, INCLUDES FINANCIAL INFORMATION FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2013. THE 2013 COLUMN OF THE PUBLIC SUPPORT TEST, PART II, INCLUDES FINANCIAL INFORMATION FOR THE SHORT YEAR ENDED JUNE 30, 2014. THE 2014 COLUMN OF THE PUBLIC SUPPORT TEST, PART II, INCLUDES FINANCIAL INFORMATION FOR THE FISCAL YEAR ENDED JUNE 30, 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 229014 229014 7166382 3313977 3852405 1472358 1060470 411888 1662158 982759 679399 5172706 DAMAGE DEPOSITS 600 SECURITY DEPOSITS 16985 BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 876702 DEBT ISSUANCE COSTS 35526 929813 SECURITY DEPOSITS 20345 TWIN HOME DEPOSIT 591750 612095 X 5318421 0 5318421 0 5318421 5716910 0 5716910 0 5716910 PART X, LINE 2: THE HOME IS ORGANIZED AS A SOUTH DAKOTA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE HOME IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE HOME IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. THE HOME HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE HOME 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 FINANCIAL STATEMENTS. THE HOME 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. A CITY OF MADISON SOUTH DAKOTA 466000277 2012-06-12 1400000 SEE NARRATIVE. 0 0 0 A 198297 1400000 537282 862718 2012 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 PART I, COLUMN F TO REFUND BONDS ISSUED 12/4/1997 AND 5/29/2003, AND TO REPAY CHILDCARE CENTER LOAN AND PAY A PORTION OF THE COST OF ADDITIONAL IMPROVEMENTS AND ADDITIONS TO BETHEL LUTHERAN HOME FACILITIES. FORM 990, PART III, LINE 3 BETHEL'S CHILD DAYCARE CENTER CLOSED ON 6/30/15. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS COMPRISED OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER. FORM 990, PART VI, SECTION A, LINE 6 THE VOTING MEMBERS OF THE CORPORATION SHALL CONSIST OF THE MEMBERS OF THE BOARD OF DIRECTORS, THE PASTORS OF THE CONGREGATIONS ELECTING TO PARTICIPATE, AND ONE LAY DELEGATE FOR EACH ONE HUNDRED CONFIRMED MEMBERS OR MAJOR FRACTION THEREOF FOR EACH SUCH CONGREGATION. FORM 990, PART VI, SECTION A, LINE 7A EACH CONGREGATION SHALL SUBMIT AT LEAST ONE NOMINEE FOR THE POSITION OF DIRECTOR FROM SUCH CONGREGATION TO THE PRESIDENT OR SECRETARY OF THE CORPORATION AT THE ANNUAL MEETING OR AT ANY OTHER MEETING AT WHICH DIRECTORS ARE TO BE ELECTED, AND THE DIRECTOR SHALL BE ELECTED BY THE MEMBERS FROM THE LIST OF NOMINEES. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, THE ADMINISTRATOR, AND LEADERSHIP (MANAGEMENT) STAFF ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST QUESTIONNAIRES ANNUALLY WHICH ARE MONITORED AND TRACKED. THE QUESTIONNAIRES ARE REVIEWED BY THE BOARD AND/OR THE ADMINISTRATOR 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 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED THROUGH ANNUAL EVALUATIONS BY THE BOARD OF DIRECTORS AND AN ANNUAL SALARY REVIEW BY THE FINANCE COMMITTEE WHICH RECOMMENDS TO THE BOARD OF DIRECTORS. COMPENSATION FOR OTHER MEMBERS OF MANAGEMENT IS DETERMINED THROUGH ANNUAL SALARY REVIEWS BY THE FINANCE COMMITTEE WHICH MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN BETHAL LUTHERAN HOME FOUNDATION 181,318. NET ASSETS RELEASED FROM RESTRICTIONS -56,674. BETHEL LUTHERAN HOME FOUNDATION 1001 SOUTH EGAN AVE MADISON SD 57042 460403284 SUPPORT PROVIDED BY BETHEL LUTHERAN HOME FOUNDATION SD 501(C)(3) LINE 9 NONE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0