BETHEL LUTHERAN HOME FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BETHEL LUTHERAN HOME FOUNDATION INC (EIN 46-0403284)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201143139349302344
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T14:45:06-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOHLENBERG RITZMAN & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1018 | AddressLine1 |
| City | YANKTON | City |
| State | SD | State |
| ZIP Code | 57078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460403284 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL LUTHERAN HOME FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETH | NameControl |
| Phone | 6052564536 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SOUTH EGAN AVENUE | AddressLine1 |
| City | MADISON | City |
| State | SD | State |
| ZIP Code | 57042 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM IVERSON | Name |
| Title | TREASURER | Title |
| Phone | 6052564536 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN DOYLE | Name |
| Phone | 6056654401 | Phone |
| Date Prepared | 2011-11-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JIM IVERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 S EGAN AVE | AddressLine1 |
| City | MADISON | City |
| State | SD | State |
| ZIP Code | 57042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 380763 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| State Legal Domicile | SD | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION IS DEDICATED TO SUPPORTING AND IMPROVING THE BETHEL LUTHERAN HOME IN MADISON, SD. THE FOUNDATION'S MISSION IS TO AID AND ASSIST BETHEL LUTHERAN HOME BY SOLICITING GIFTS, COLLECTING AND RECEIVING GIFTS FOR THE BENEFIT OF THE HOME AND AIDING IN CARING FOR RESIDENTS WHEN FUNDS FROM OTHER SOURCES ARE NOT AVAILABLE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 125054 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 323832 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 50766 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7754 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6165 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 33247 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 166055 | TotalRevenuePriorYear |
| Total Revenue Current Year | 380763 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 47076 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 49786 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8338 | OtherExpensePriorYear |
| Other Expenses Current Year | 25628 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55414 | TotalExpensesPriorYear |
| Total Expenses Current Year | 75414 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 110641 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 305349 | RevenuesLessExpensesCY |
| Total Assets BOY | 652612 | TotalAssetsBOY |
| Total Assets EOY | 943206 | TotalAssetsEOY |
| Total Liabilities BOY | 175000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 547200 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 477612 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 396006 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ORGANIZATION IS DEDICATED TO SUPPORTING AND IMPROVING THE BETHEL LUTHERAN HOME IN MADISON, SD. THE FOUNDATION'S MISSION IS TO AID AND ASSIST BETHEL LUTHERAN HOME BY SOLICITING GIFTS, COLLECTING AND RECEIVING GIFTS FOR THE BENEFIT OF THE HOME AND AIDING IN CARING FOR RESIDENTS WHEN FUNDS FROM OTHER SOURCES ARE NOT AVAILABLE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 68416 | Expense |
| Grants | 49786 | Grants |
| Revenue | 50766 | Revenue |
| Description | TO PROVIDE SUPPORT FOR BETHEL LUTHERAN NURSING HOME. | Description |
| Total Program Service Expense | 68416 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ORGANIZATION | NamePerson |
| Telephone Number | 6052564536 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SOUTH EGAN AVE | AddressLine1 |
| City | MADISON | City |
| State | SD | State |
| ZIP Code | 57042 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JIM IVERSON | ||||||
| TREASURER | 1.00 | X | X | 0 | 71210 | 14000 |
| DON BARTHEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUG VERLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFF BLOOM | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JON KNUTHS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LINDA FISCHER | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| LYLE GROVE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK SCHULTZ | ||||||
| VICE PRESIDE | 1.00 | X | X | 0 | 0 | 0 |
| RALPH WAGONER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RON MINNEART | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE PAULI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM CAMPBELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM FARRELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VALERIE KUHL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY JOHNSON | ||||||
| DEVELOPMENT | 1.00 | X | 6000 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 71210 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14000 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 323832 | AllOtherContributions |
| Noncash Contributions | 9959 | NoncashContributions |
| Total Contributions | 323832 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| DINNER EVENT | 46951 | 46951 |
| GOLF TOURNAMENT | 3815 | 3815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 50766 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6165 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6165 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 380763 | TotalRevenueColumn |
| Related Or Exempt Function Income | 56931 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49786 | Total |
| Program Services | 49786 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3867 | Total |
| Management And General | 3867 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Program Services | 6000 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5253 | Total |
| Program Services | 2595 | ProgramServices |
| Management And General | 2658 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4055 | Total |
| Program Services | 4055 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473 | Total |
| Management And General | 473 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| TOURNAMENT EXPENSES | 3513 | 3513 |
| EVENT EXPENSE | 2467 | 2467 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75414 | Total |
| Program Services | 68416 | ProgramServices |
| Management And General | 6998 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13470 | BOY |
| EOY | 2467 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270963 | BOY |
| EOY | 431897 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158179 | BOY |
| EOY | 290683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 205452 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
| EOY | 205452 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 12707 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652612 | BOY |
| EOY | 943206 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 347200 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 200000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175000 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175000 | BOY |
| EOY | 547200 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452931 | BOY |
| EOY | 214264 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24681 | BOY |
| EOY | 30457 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 151285 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477612 | BOY |
| EOY | 396006 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652612 | BOY |
| EOY | 943206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 305349 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -386955 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL LUTHERAN HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460259554 | EIN |
| Type Of Organization | () | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $29,019 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 29019 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 151049 | BeginningOfYearBalance |
| Contributions | 9361 | Contributions |
| Investment Earnings Or Losses | 4049 | InvestmentEarningsOrLosses |
| Other Expenditures | 8817 | OtherExpenditures |
| End Of Year Balance | 155642 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 205452 | InvestmentCostOrOtherBasis |
| Book Value | 205452 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 205452 | TotalOfBookValueLandBuildings |
| Total Revenue | 380763 | TotalRevenue |
| Total Expenses | 75414 | TotalExpenses |
| Excess Or Deficit For Year | 305349 | ExcessOrDeficitForYear |
| Other | -$290,361 | OtherAmount |
| Total Adjustments | -290361 | TotalAdjustments |
| Excess Or Deficit Per FS | 14988 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 90402 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 90402 | RevenueSubtotal |
| Other Revenues Not Included | 290361 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 290361 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 380763 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 75414 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 75414 | ExpensesSubtotal |
| Total Expenses Per Form990 | 75414 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ESCROW LIABILITY ARRANGEMENT EXPLANATION | SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE BETHEL LUTHERAN HOME FOUNDATION IS ACTING AS AN AGENT FOR BETHEL LUTHERAN HOME REGARDING THE CARING-PREPARING CAPITAL CAMPAIGN. AN AGENT ACTS FOR OR ON BEHALF OF ANOTHER BY (A) RECEIVING ASSETS FROM A DONOR AND AGREEING TO USE THE ASSETS, THE RETURN FROM INVESTMENT OF THOSE ASSETS, OR BOTH TO A SPECIFIED BENEFICIARY, (B) SOLICITING ASSETS FROM POTENTIAL DONORS FOR A SPECIFIED BENEFICIARY AND DISTRIBUTING THE ASSETS TO THAT BENEFICIARY, OR (C) BEING REQUIRED BY A BENEFICIARY TO DISTRIBUTE ASSETS TO IT OR ON ITS BEHALF. THE FOUNDATION RECOGNIZES FINANICAL ASSETS RECEIVED FROM THE DONOR (CASH AND/OR PLEDGES TO GIVE) AND A CORRESPONDING LIABILITY TO BETHEL LUTHERAN HOME. |
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | CHAPLAINCY COMPENSATION |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | THE FOUNDATION IS AN AGENT FOR BETHEL LUTHERAN HOME -290,361 FOR THE CARING PREPARING CAMPAIGN. FOR FINANCIAL 0 STATEMENT PURPOSES, PLEDGES ARE COLLECTED BY THE 0 FOUNDATION AND OFFSET BY A LIABILITY TO THE HOME. THE 0 HOME REPORTS THE PAYMENTS FROM THE FOUNDATION 0 AS CONTRIBUTIONS WHEN THE MONIES ARE SENT TO THE HOME 0 TO PAY FOR RENOVATION EXPENSES AND TO PAY DOWN LOANS. 0 THE FOUNDATION HAS REPORTED ALL CONTRIBUTIONS WHEN 0 PLEDGED OR RECEIVED ON THIS RETURN. 0 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | THE FOUNDATION IS AN AGENT FOR BETHEL LUTHERAN HOME 290,361 FOR THE CARING PREPARING CAMPAIGN. FOR FINANCIAL 0 STATEMENT PURPOSES, PLEDGES ARE COLLECTED BY THE 0 FOUNDATION AND OFFSET BY A LIABILITY TO THE HOME. THE 0 HOME REPORTS THE PAYMENTS FROM THE FOUNDATION 0 AS CONTRIBUTIONS WHEN THE MONIES ARE SENT TO THE HOME 0 TO PAY FOR RENOVATION EXPENSES AND TO PAY DOWN LOANS. 0 THE FOUNDATION HAS REPORTED ALL CONTRIBUTIONS WHEN 0 PLEDGED OR RECEIVED ON THIS RETURN. 0 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BETHEL LUTHERAN HOME | |||||||
| 1001 SOUTH EGAN | MADISON | SD | 57042 | 460259554 | 3 | 29019 | SUPPORT OPERATIONS |
| THRIVENT FINANCIAL | |||||||
| 3413 S SOUTHERN CIRCLE | SIOUX FALLS | SD | 57103 | 390123480 | 12 | 20767 | SUPPORT OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE ORGANIZATION IS DEDICATED TO SUPPORTING AND IMPROVING THE BETHEL LUTHERAN HOME IN MADISON, SD. THE FOUNDATION'S MISSION IS TO AID AND ASSIST BETHEL LUTHERAN HOME BY SOLICITING GIFTS, COLLECTING AND RECEIVING GIFTS FOR THE BENEFIT OF THE HOME AND AIDING IN CARING FOR RESIDENTS WHEN FUNDS FROM OTHER SOURCES ARE NOT AVAILABLE. |
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | BOARD SERVES WITHOUT COMPENSATION VOLUNTEERS STAGE EVENTS INCLUDING THE ANNUAL DINNER/GOLF TOURNAMENT ASSIST IN THE CAPITAL CAMPAIGN |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | 990 PREPARED BY INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY ORGANIZATION'S TREASURER |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | PERIODIC REVIEW |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | N/A |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | N/A |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | ON REQUEST |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | PRIOR PERIOD ADJUSTMENT IS A CORRECTION OF AN ERROR ON PRIOR YEAR COMPILED STATEMENTS. IT IS A DECREASE IN NET ASSETS DUE TO ERRONEOUS REPORTING OF CARING-PREPARING CAPITAL CAMPAIGN TRANSACTIONS. |
| CHANGE IN FINANCIAL REVIEW PROCESS | FORM 990, PAGE 12, PART XII, LINE 2C | BETHEL LUTHERAN HOME FOUNDATION'S FINANCIAL STATEMENTS WERE COMPILED BY AN INDEPENDENT ACCOUNTANT IN THE PRIOR YEAR. IN THE CURRENT YEAR, BETHEL LUTHERAN HOME FOUNDATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDANT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL LUTHERAN HOME | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 S EGAN AVE | AddressLine1 |
| City | MADISON | City |
| State | SD | State |
| ZIP Code | 57042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460259554 | EIN |
| Primary Activities | SUPPORT | PrimaryActivities |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BETHEL LUTHERAN HOME | ||
| B | 29019 | CASH PAYMENT |
| BETHEL LUTHERAN HOME | ||
| O | 16117 | BOOKS RECORDS |
| BETHEL LUTHERAN HOME | ||
| R | 6045 | BOOKS RECORDS |