BARTELS LUTHERAN HOME

Address
1922 5TH AVE NW
WAVERLY, IA 50677
Contact
Website: http://www.bartelscommunity.org
Phone: +1 (319) 352-4540
Nonprofit
NTEE: P75 - Senior Continuing Care Communities
EIN: 42-0752685

Mission

BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENHANCES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.
 20162015201420132012
Basic features of the organization
Doing business as nameBARTELS LUTHERAN RETIREMENT COMMUNITY
Year of formation1950
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$295,657.00$288,105.00$274,546.00$251,729.00$237,991.00
Sum of reportable (W2/1099) compensation$282,327.00$277,526.00$274,546.00$251,729.00$224,978.00
Number of employees355354398378360
Number of people compensated >$100k22111
Number of volunteers1524647125100
Number of highly compensated contractors5513 
Personnel
Anderson, Mark
TitleDIRECTOR    
Name of key/compensated personMARK ANDERSON    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Brickman, Pam
TitleVICE CHAIRDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personPAM BRICKMANPAM BRICKMANPAM BRICKMANPAM BRICKMAN 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Brunkhorst, Bob
TitleDIRECTORDIRECTOR   
Name of key/compensated personBOB BRUNKHORSTBOB BRUNKHORST   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Carlson, Rich
TitleDIRECTORSECRETARY/TREASURERSECRETARY/TREASURERSECRETARY/TREASURERSECRETARY/TREASURER
Name of key/compensated personRICH CARLSONRICH CARLSONRICH CARLSONRICH CARLSONRICH CARLSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Collins, Keith
Title DIRECTORDIRECTORDIRECTOR 
Name of key/compensated person KEITH COLLINSKEITH COLLINSKEITH COLLINS 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 2.002.002.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Dickman, Dennis
Title DIRECTORDIRECTORDIRECTORVICE CHAIR
Name of key/compensated person REV DENNIS DICKMANREV DENNIS DICKMANREV DENNIS DICKMANREV DENNIS DICKMAN
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 2.002.002.002.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Egli, Steve
TitleDIRECTOR   DIRECTOR
Name of key/compensated personSTEVE EGLI   STEVE EGLI
Position of compensated person
Current individual trustee or directorTrue   True
Average hours per week working for org2.00   2.00
Reportable compensation from org$0.00   $0.00
Other comp, non-reportable, from org and related orgs$0.00   $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00   $0.00
Geise, Paula
TitleCHAIRVICE CHAIRVICE CHAIRDIRECTORDIRECTOR
Name of key/compensated personPAULA GEISEPAULA GEISEPAULA GEISEPAULA GEISEPAULA GEISE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Hanawalt, Mark
Title    DIRECTOR
Name of key/compensated person    MARK HANAWALT
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Headington, Joan
TitleDIRECTORPAST CHAIRPAST CHAIRCHAIRCHAIR
Name of key/compensated personJOAN HEADINGTONJOAN HEADINGTONJOAN HEADINGTONJOAN HEADINGTONJOAN HEADINGTON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Litterer, Michael
Title DIRECTORDIRECTORDIRECTOR 
Name of key/compensated person MICHAEL LITTERERMICHAEL LITTERERMICHAEL LITTERER 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 2.002.002.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Litterer, Mike
TitleSECRETARY/TREASURER    
Name of key/compensated personMIKE LITTERER    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Miller, Doug
Title  DIRECTOR  
Name of key/compensated person  DOUG MILLER  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  2.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Miller, Douglas
Title   PAST CHAIRPAST CHAIR
Name of key/compensated person   DOUGLAS MILLERDOUGLAS MILLER
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Olson, Kathy
Title    DIRECTOR
Name of key/compensated person    KATHY OLSON
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Rathe, Ann
Title CHAIRCHAIRVICE CHAIRDIRECTOR
Name of key/compensated person DR ANN RATHEDR ANN RATHEDR ANN RATHEDR ANN RATHE
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 2.002.002.002.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Rathe, Anne
TitlePAST CHAIR    
Name of key/compensated personDR ANNE RATHE    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Richards, Kyle
Title   DIRECTOR 
Name of key/compensated person   KYLE RICHARDS 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   2.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Schake, Cindy
Title   VP OF BUSINESS SERVICESVP OF BUSINESS SERVICES
Name of key/compensated person   CINDY SCHAKECINDY SCHAKE
Position of compensated person
Average hours per week working for org   40.0040.00
Reportable compensation from org   $90,848.00$86,872.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Schake, Cynthia
TitleVP OF BUSINESS SERVICESVP OF BUSINESS SERVICESVP OF BUSINESS SERVICES  
Name of key/compensated personCYNTHIA SCHAKECYNTHIA SCHAKECYNTHIA SCHAKE  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$103,991.00$101,279.00$97,726.00  
Other comp, non-reportable, from org and related orgs$5,328.00$4,132.00$4,063.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Schroeder, Debra
TitlePRESIDENT/CEOPRESIDENT/CEOPRESIDENT/CEOPRESIDENT/CEOPRESIDENT/CEO
Name of key/compensated personDEBRA SCHROEDERDEBRA SCHROEDERDEBRA SCHROEDERDEBRA SCHROEDERDEBRA SCHROEDER
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$178,336.00$176,247.00$176,820.00$160,881.00$138,106.00
Other comp, non-reportable, from org and related orgs$8,002.00$6,447.00$6,299.00$0.00$13,013.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesBARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENHANCES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENHANCES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENHANCES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENHANCES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENHANCES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.
Program service expenses, total$11,122,749.00$11,113,309.00$10,743,301.00$10,448,918.00$9,810,561.00
Programs, including revenue & expenses
BARTELS LUTHERAN HOME PROVIDES A CONTINUUM OF CARE INCLUDING A TOTAL OF 126 LICENSED NURSING BEDS WHICH INCLUDE 30 CCDI BEDS. IN ADDITION THERE ARE 30 ASSISTED LIVING AND 86 INDEPENDENT LIVING UNITS.
Program expenses$11,122,749.00$11,113,309.00$10,743,301.00$10,448,918.00$9,810,561.00
Program revenue$12,142,710.00$11,885,205.00$11,941,160.00$11,798,807.00$11,291,278.00
Program descriptionBARTELS LUTHERAN HOME PROVIDES A CONTINUUM OF CARE INCLUDING A TOTAL OF 126 LICENSED NURSING BEDS WHICH INCLUDE 30 CCDI BEDS. IN ADDITION THERE ARE 30 ASSISTED LIVING AND 86 INDEPENDENT LIVING UNITS.BARTELS LUTHERAN HOME PROVIDES A CONTINUUM OF CARE INCLUDING A TOTAL OF 126 LICENSED NURSING BEDS WHICH INCLUDE 30 CCDI BEDS. IN ADDITION THERE ARE 30 ASSISTED LIVING AND 74 INDEPENDENT LIVING UNITS.BARTELS LUTHERAN HOME PROVIDES A CONTINUUM OF CARE INCLUDING A TOTAL OF 126 LICENSED NURSING BEDS WHICH INCLUDE 30 CCDI BEDS. IN ADDITION THERE ARE 30 ASSISTED LIVING AND 74 INDEPENDENT LIVING UNITS.BARTELS LUTHERAN HOME PROVIDES A CONTINUUM OF CARE INCLUDING A TOTAL OF 126 LICENSED NURSING BEDS WHICH INCLUDE 30 CCDI BEDS. IN ADDITION THERE ARE 30 ASSISTED LIVING AND 57 INDEPENDENT LIVING UNITS.BARTELS LUTHERAN HOME PROVIDES A CONTINUUM OF CARE INCLUDING A TOTAL OF 126 LICENSED NURSING BEDS WHICH INCLUDE 30 CCDI BEDS. IN ADDITION THERE ARE 30 ASSISTED LIVING AND 57 INDEPENDENT LIVING UNITS.
Financial data
Revenue
Total revenue$13,635,063.00$12,726,446.00$13,369,639.00$12,280,029.00$11,881,901.00
Revenue from contributions (total)$1,249,331.00$632,967.00$1,247,703.00$313,067.00$438,197.00
Investment income, current yr$194,956.00$169,988.00$148,287.00$115,265.00$109,873.00
Total revenue from grants, etc., current yr$1,249,331.00$632,967.00$1,247,703.00$313,067.00$438,197.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$12,190,776.00$11,923,491.00$11,973,649.00$11,851,697.00$11,333,831.00
Gross receipts$13,662,951.00$12,733,078.00$13,636,724.00$12,551,214.00$11,883,131.00
Sources of contributions
Contributions from related organizations$223,600.00 $158,336.00$69,740.00$217,788.00
Revenue from gov't grants$7,661.00$9,849.00$19,498.00$29,193.00$28,000.00
Revenue from all other contributions$1,018,070.00$623,118.00$1,069,869.00$214,134.00$192,409.00
Other types of revenue
Income from dividends, interest, and similar investments$206,453.00$176,289.00$148,259.00$124,392.00$110,932.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$12,507,221.00$12,423,755.00$11,933,897.00$11,632,494.00$10,940,467.00
Total functional expenses: program service $11,122,749.00$11,113,309.00$10,743,301.00$10,448,918.00$9,810,561.00
Total functional expenses: management and general$1,234,103.00$1,213,153.00$1,080,488.00$1,075,464.00$1,022,357.00
Total functional expenses: fundraising$150,369.00$97,293.00$110,108.00$108,112.00$107,549.00
Fees for services
Legal fees (total)$3,899.00$26,205.00$13,038.00$41,016.00$26,143.00
Fundraising service fees (total)$73,370.00$0.00$0.00$0.00$0.00
Investment management fees (total)$16,932.00    
Assets and liabilities
Total assets$37,318,599.00$36,447,983.00$35,658,514.00$32,710,641.00$31,040,774.00
Total assets, beginning of year$36,447,983.00$35,658,514.00$32,710,641.00$31,040,774.00$29,430,499.00
Total liabilities$26,435,280.00$26,727,524.00$26,176,920.00$24,549,630.00$23,508,435.00
Total liabilities, beginning of year$26,727,524.00$26,176,920.00$24,549,630.00$23,508,435.00$22,867,388.00
Pledges & accounts receivable, net$594,292.00    
Unrestricted net assets, end of yr$9,476,735.00$9,253,202.00$9,122,812.00$7,854,346.00$7,204,764.00
Temporarily restricted net assets$1,284,254.00$347,602.00$241,452.00$190,665.00$212,575.00
Permanently restricted net assets, end of yr$122,330.00$119,655.00$117,330.00$116,000.00$115,000.00
Net assets$10,883,319.00$9,720,459.00$9,481,594.00$8,161,011.00$7,532,339.00
Net assets, beginning of year$9,720,459.00$9,481,594.00$8,161,011.00$7,532,339.00$6,563,111.00
Other liabilities$287,628.00$264,267.00$252,789.00$234,782.00$210,442.00
Bond liabilities$11,514,558.00$13,304,285.00$13,637,955.00$14,151,676.00$14,747,709.00
Other assets$1,869,542.00$3,179,379.00$3,324,746.00$3,796,013.00$3,455,540.00
Investments: other securities$125,270.00$122,251.00$119,865.00$118,963.00$119,382.00
Cash: non-interest bearing$400.00$400.00$400.00$400.00$400.00
Cash: non-interest bearing, beginning of year$400.00$400.00$400.00$400.00$400.00
Inventories for sale or use$70,837.00$55,868.00$51,517.00$53,075.00$96,979.00
Other financial variables
Revenue less expenses$1,127,842.00$302,691.00$1,435,742.00$647,535.00$941,434.00
Advertising (total)$37,051.00$38,914.00$46,424.00$37,645.00$43,419.00
Savings & temp cash investment$10,943,594.00$10,535,768.00$9,685,635.00$7,807,942.00$7,649,508.00
Accounts receivable, net$547,356.00$475,269.00$749,077.00$749,304.00$639,172.00
Prepaid expenses & deferred charges$75,024.00$71,684.00$68,551.00$61,401.00$61,919.00
Accounts payable & accrued expenses$608,418.00$689,810.00$887,945.00$800,617.00$1,017,375.00
Deferred revenue$14,024,676.00$12,469,162.00$11,398,231.00$9,362,555.00$7,532,909.00
Total net assets or fund balances$10,883,319.00$9,720,459.00$9,481,594.00$8,161,011.00$7,532,339.00
Depreciation, depletion, amortization$1,136,269.00$1,106,863.00$1,028,490.00$955,088.00$917,497.00
Governance and accountability
Number of voting members999109
Number of independent voting members999109
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Business transaction with family memberTrue    
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Amended returnTrue    
Date e-filing submitted2018-01-112016-12-192015-10-052014-10-202013-09-23
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201723259349300427201632189349300338201542299349302249201402209349301200201302209349301100
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