2016-07-18T12:34:34-05:00 2015-12-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2015-01-01 420685073 BETHANY MANOR INC BETH 5157334325 212 LAFAYETTE AVENUE STORY CITY IA 502481454 BETSY WARBURTON CEO 5157334325 2016-07-18 1 CURTIS E BRAND CPA P00299230 5152253141 2015 2016-09-27 15:27:22Z BETHANY LIFE COMMUNITIES BETSY WARBURTON 212 LAFAYETTE AVENUE STORY CITY IA 502481454 15886601 0 X WWW.BETHANYLIFE.ORG X 1914 IA HELP ELDERS THRIVE IN THEIR LIFE JOURNEY, LIVING IN A CHRISTIAN ENVIRONMENT OF HOPE & COMPASSION. 11 11 442 120 908 0 503500 300000 15381548 15532154 -126568 -48569 0 0 15758480 15783585 0 0 0 0 8739586 9051106 0 0 0 6486748 6152246 15226334 15203352 532146 580233 38270268 40222045 29846671 31283861 8423597 8938184 TO HELP ELDERS THRIVE IN THEIR LIFE JOURNEY, LIVING IN A CHRISTIAN ENVIRONMENT OF HOPE AND COMPASSION. 0 0 12926130 15428573 PROVIDED SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE FOR APPROX 54,500 BED DAYS; PROVIDED REHABILITION SERVICES, ASSISTED LIVING AND INDEPENDENT LIVING UNITS, HEAD START AND CONGREGATE MEALS. THE NURSING HOME CAPACITY IS 180 BEDS, THE ASSISTED LIVING FACILITY HAS 24 UNITS, AND THE INDEPENDENT LIVING FACILITY HAS 36 UNITS. THEY OPERATE AT NEAR 100% CAPACITY. 12926130 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 121 0 1 442 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BETHANY MANOR INC 5157334325 212 LAFAYETTE AVENUE STORY CITY IA 50248 DREW LARSEN CHAIRMAN 1.00 X X 0 0 0 GARY HESTED VICE-CHAIR 1.00 X X 0 0 0 CHRISTINE TIMMONS SECRETARY 1.00 X X 0 0 0 MICHAEL WAHLIN TREASURER 1.00 X X 0 0 0 SUSAN AMENSEN DIRECTOR 1.00 X 0 0 0 BETH FRANDSEN DIRECTOR 1.00 X 0 0 0 DR JAMES SHOLD DIRECTOR 1.00 X 0 0 0 BRIAN SANSGAARD DIRECTOR 1.00 X 0 0 0 PASTOR DAVE NERDIG DIRECTOR 1.00 X 0 0 0 JANE JACKSON DIRECTOR 1.00 X 0 0 0 LARRY JAHN DIRECTOR 1.00 X 0 0 0 BETSY WARBURTON PRESIDENT/CEO 40.00 X 181000 0 20607 AARON KELLER V.P. FINANCE & OPERATIONS 40.00 X 106547 0 13324 KARI MATHEASON V.P. CLINICAL SERVICES & O 40.00 X 118714 0 15176 406261 0 49107 3 0 1 0 STORY CONSTRUCTION CO 300 S BELL AVE AMES IA 50010 REMODEL BUILDING 8799241 MORRISON 400 NORTHRIDGE ROAD SUITE 600 ATLANTA GA 30350 MANAGE DINING SERVICES 1108657 REHABCARE 680 SOUTH FOURTH STREET LOUISVILLE KY 40202 THERAPIES 576315 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM PA 19020 CLEANING SERVICES 489905 HAILA 304 MAIN ST AMES IA 50010 ARCHITECTUAL SERVICE 135548 5 300000 300000 ROUTINE CARE SERVICES 623000 13926169 13926169 ASSISTED LIVING / INDEPENDENT LIV 623000 1137392 1137392 ANCILLARY SERVICES 623000 467685 467685 CATERING 722320 908 908 15532154 54447 54447 343 102673 -343 -102673 -103016 -102673 -343 15783585 15428573 908 54104 455368 455368 7258954 6775928 483026 86444 69241 17203 706674 666807 39867 543666 462783 80883 424434 242719 181715 55523 1193 54330 362430 32148 330282 149731 149731 642442 642442 51858 25197 26661 37483 24408 13075 1068793 1068793 170100 170100 PURCHASED SERVICES 1178148 1078625 99523 SUPPLIES AND SMALL EQUI 915806 653298 262508 FOOD / DIETARY 708652 708652 MISCELLANEOUS 386846 303796 83050 15203352 12926130 2277222 0 1300 1300 19665880 12450231 983327 1184937 38880 43325 264452 218002 30121380 11819819 13540624 18301561 3775805 8022689 38270268 40222045 1506548 2532370 2969583 3434967 22387500 22391250 2983040 2925274 29846671 31283861 X 8423597 8818184 120000 8423597 8938184 38270268 40222045 580233 -65646 0 X X 0 1 X 1 0 X 13793 401642 220594 503500 300000 1439529 13747658 13658460 14653092 15378060 15531246 72968516 97455 151412 248867 13858906 14211514 14873686 15881560 15831246 74656912 0 0 0 74656912 65555 55517 46924 48394 54447 270837 65555 55517 46924 48394 54447 270837 13924461 14267031 14920610 15929954 15885693 74927749 0.99640 0.99640 0.00360 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 226226 226226 25869060 9478143 16390917 3717169 2077900 1639269 308925 263776 45149 18301561 CONSTRUCTION IN PROGRESS 8022139 RENTAL DEPOSITS 550 8022689 X 15820612 -65646 -65646 15886258 -102673 -102673 15783585 15306025 102673 102673 15203352 0 15203352 PART X, LINE 2: THE ORGANIZATION 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN/LOSS ON SALE OF FIXED ASSETS -102,673. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS ON SALE OF FIXED ASSETS 102,673. X X X 0 0 0 0 0 0 0 0 0 BETSY WARBURTON PRESIDENT/CEO 181000 0 0 0 0 0 20607 0 0 0 201607 0 0 0 PART I, LINE 3 THE REVIEW OF THE CEO IS PERFORMED BY THE FULL BOARD OF DIRECTORS. THE GOVERNANCE COMMITTEE USES A COMPARATIVE ANALYSIS OF CEO'S SALARIES TO SET THE ANNUAL SALARY. A CITY OF RANDALL 421141779 75229RAA5 2014-08-05 22387500 REFINANCE IFA BONDS & NEW CONSTRUCTION 0 0 0 A 22387500 81976 85000 15144926 7075598 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 GARY HESTED BOARD MEMBER 255068 THE ORGANIZATION HAD AMOUNTS DEPOSITED WITH AN ORGANIZATION WHICH WAS AFFILIATED WITH GARY HESTED. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBER CHURCHES THAT SUPPORT THE ORGANIZATION'S MISSION. THEY PROVIDE SOME FINANCIAL SUPPORT, BUT ARE NOT REQUIRED TO GIVE FINANCIAL SUPPORT. THE MEMBER CHURCHES ARE EACH ALLOWED TO SEND DELEGATES, NUMBER BASED ON THE FORMULA SET OUT IN THE ARTICLES OF INCORPORATION AND BYLAWS, TO THE ANNUAL MEETING. THE MEMBER CHURCHES ARE NOT INVOLVED IN THE DAY TO DAY OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER CHURCHES SEND DELEGATES TO THE ANNUAL MEETING AND AT THE ANNUAL MEETING THE DELEGATES VOTE ON THE BOARD OF DIRECTOR NOMINEES. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PRESENTED TO THE CEO AND THE ENTIRE BOARD OF DIRECTORS FOR REVIEW BEFORE ITS SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION EMPLOYS AN INTEGRITY OFFICER, WHO THROUGH PERIODIC REVIEWS OF PERSONNEL AND RECORDS MONITORS COMPLIANCE. THE RESULTS OF REVIEWS ARE BROUGHT BEFORE THE INTEGRITY COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE REVIEW OF THE CEO IS PERFORMED BY THE FULL BOARD OF DIRECTORS. THE BOARD EVALUATES THE CEO USING AN EVALUATION TOOL AND CONSIDERS PERFORMANCE. THE GOVERNANCE COMMITTEE USES A COMPARATIVE ANALYSIS OF CEO'S SALARIES TO SET THE SALARY. EVALUATION OF OTHER OFFICERS ARE PERFORMED BY THE CEO ON A YEARLY BASIS AND DIRECT REPORTS ARE USED IN THE EVALUATION PROCESS. SALARIES ARE ESTABLISHED THROUGH PERFORMANCE AND A WAGE ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT, AND IS ALSO RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDITOR. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR. BETHANY MANOR FOUNDATION INC 212 LAFAYETTE AVENUE STORY CITY IA 50248 396707107 SUPPORT THE OPERATIONS AND ACTIVITIES OF BETHANY MANOR,INC. IA 501(C)(3) LINE 11A, I 0 CEDAR PLACE INC 212 LAFAYETTE AVENUE STORY CITY IA 50248 421164744 TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY AND DISABLED PERSONS IA 501(C)(3) LINE 9 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETHANY MANOR FOUNDATION INC C 300000 ACTUAL