AMERICAN LUTHERAN HOMES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN LUTHERAN HOMES INC (EIN 45-0274012)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-27
- IRS object ID
- 201242409349300304
- Schema version
- 2011v1.2
- 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 | 2012-08-27T08:39:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4310 17TH AVE S PO BOX 2545 | AddressLine1 |
| City | FARGO | City |
| State | ND | State |
| ZIP Code | 581082545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450274012 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Lutheran Homes Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 7012393000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S University Drive | AddressLine1 |
| City | Fargo | City |
| State | ND | State |
| ZIP Code | 58103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shawn Stuhaug | Name |
| Title | President/CEO | Title |
| Phone | 7012393000 | Phone |
| Date Signed | 2012-08-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM C HUNWARDSEN | Name |
| PTIN | P00484560 | PTIN |
| Phone | 7012398500 | Phone |
| Date Prepared | 2012-08-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bethany On University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Shawn Stuhaug | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S University Drive | AddressLine1 |
| City | Fargo | City |
| State | ND | State |
| ZIP Code | 58103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18561203 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.bethanynd.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | ND | StateLegalDomicile |
| Activity Or Mission Description | Long term care services | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 930 | TotalNbrEmployees |
| Total Nbr Volunteers | 214 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 192964 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14396 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17409120 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18526794 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15143 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1354 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 110069 | OtherRevenuePriorYear |
| Other Revenue Current Year | -542 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17727296 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18539294 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11800826 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11482107 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5370665 | OtherExpensePriorYear |
| Other Expenses Current Year | 5403767 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17176491 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16885874 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 550805 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1653420 | RevenuesLessExpensesCY |
| Total Assets BOY | 24778842 | TotalAssetsBOY |
| Total Assets EOY | 25861572 | TotalAssetsEOY |
| Total Liabilities BOY | 13705688 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13134998 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11073154 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12726574 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To provide living opportunities in a senior community shaped by Christian values. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14930545 | Expense |
| Revenue | 18526794 | Revenue |
| Description | Service to the communityAmerican Lutheran Homes, Inc. (ALH) operates as a charitable organization consistent with the requirements of Internal Revenue Code Section 501(c)(3). ALH provides long term care services including skilled nursing care, assisted living, basic care and independent senior housing. ALH does not discriminate against individuals in the admissions process or in the delivery of care with regard to ability to pay for services. The assisted living facilities operated by ALH primarily serve low-income elderly residents. The Organization's cash reserves are generally applied to expansion and replacement of existing facilities and equipment, amortization of mortgages, improvement in resident care, training and education, and community benefit activities. The governing board of ALH is made up of leaders in the Fargo-Moorhead business community. Consistent with its charitable mission, ALH provides community benefit to the area served. In 2011, community benefit activities included:- Speaker's bureau services - provides free educational sessions to agencies and individuals in the community on topics such as: From Independent Living to Skilled Care - A LTC Overview 10 Things You Want To Know About Nursing Homes Early Dementia Care HIPAA - Protecting Information About You The A, B, C, D's Of Medicare Seniors and Spirituality Managing Your Resources - Estate Planning Activity With A Purpose Volunteerism - The Rewards Of Giving Yourself- Groups to which our speaker's bureau presented information included service clubs, churches, parish nurse groups, and senior centers.- Endings and Beginnings - a support group for family members dealing with a loved one diagnosed with Alzheimer's disease - Provides virtual dementia / sensitivity training to employees and community members. This training program teaches participants about the challenges and frustrations of an elderly nursing home resident in managing day-to-day tasks and activities. Participants learn through active involvement in a simulation exercise what is it like to be challenged by issues like hearing impairment, deteriorating vision, dementia, loss of control of their environment, communication difficulties, etc.- Volunteerism - coordinates a volunteer program that included approximately 214 volunteers giving over 16,800 hours of service, providing mental stimulation and emotional support to ALH's 352 elderly residents. Volunteers included members of sponsoring churches, experience works program volunteers, and many student volunteers from the community's schools - elementary, middle, high schools and colleges. ALH provides meeting space for the community's Director of Volunteer Services Association.- Tuition assistance - ALH recognizes that to continuously improve the Organization's value to our community and our residents, to encourage life-long learning among employees and to achieve an "employer of choice" status, it is in our best interest to provide opportunities that will assist eligible employees in pursuing formal, healthcare-related educational opportunities. ALH administers two internal scholarship programs, funded by donations. These programs provide schlarship opportunities to Bethany employees pursuing nursing education.- School Partnerships - ALH works with area nursing and other healthcare-related programs to provide on-site training opportunities for students. In 2011, we had approximately 150 nursing students complete clinical experiences at our facility. We also provided clinical site experience for the CNA training program and dietetic students, and internship opportunities for students in social worker programs, LTC administration and pre-med students for observation of Alzheimer's residents. We hosted visiting students from several higher education classes including: gender and aging class from North Dakota State University (NDSU) Department of Human Development; long term care planning class from NDSU's interior design program; Concordia College class from the long term care administration program.- Assessment and referral services - our staff help to refer individuals needing long term care services to the appropriate agency in the community. ALH licensed social workers provide guidance with medical assistance applications for residents/families.- Through in-kind gifts of equipment and other materials, ALH helps support the work of the following agencies: Project HERO Dakota Boys' and Girls' Ranch New Life Center Rape and Abuse Crisis Center YWCA programs- Community support - ALH provides meeting room space and accommodations for non-profit organizations and community groups. Several of our resident activity programs are open to community members. In 2011, these activities included an outdoor concert, carnival, special Christmas events, and several food festivals. ALH also supports and sponsors the Northern Plains Conference on Aging and Disability, as well as sponsoring the RSVP program. Facility space is open to use by outside groups for meetings, performances, activities, funeral/memorials services, music recitals, etc. Meals are provided for family members of ALH residents at a reduced cost.- Other - in addition to the activities above, ALH also organizes employee participation in fundraising activities for Cass-Clay United Way and the Alzheimer's association. There are also representatives from ALH on non-profit boards and civic organizations that work to improve the quality of life in the Fargo-Moorhead area. ALH's President/CEO serves on HERO's (Health Equipment Recycling Organization) Board of Directors and the Fargo Dome Finance Committee. He also serves as the Region VI director on the board of the North Dakota Long Term Care Association. ALH's Chief Financial Officer serves on the board of Hospice of the Red River Valley. The Senior Executive of Medicare/Contracted Services serves on the board for the National Association of Directors of Nursing Association (NADONA). ALH's Senior Executive of Support Services is on the Dietetics Advisory Committee for North Dakota State University. The Senior Executive of Housing/Assisted Living is a Board member of the Fargo West Rotary service club, serves as the Assisted Living Director at Large on the NDLTCA Board, and represents North Dakota as a State Leader for NCAL (National Center for Assisted Living). ALH's Director of Bethany Personal Care Services is on the Advisory Board for the North Dakota State University Nursing program and the Senior Executive of Resident Care is on the NADONA membership committee.The following is specific information relating to ALHs' care provided:Bethany on University skilled care - services provided, 172 nursing home beds: 62,415 days of care and 531,573 employee hours (total expenses = 13,501,968)Bethany Towers I - assisted living services, 17 beds - 4,783 days of care; basic care services, 36 beds - 11,772 days of care. BT I had 32,277 employee hours (total expenses = 1,346,964)Bethany Towers II - assisted living services, 92 units - 30,715 days of care and 17,759 employee hours (total expenses = 1,685,434)Bethany Kinder House Independent Senior Housing, 35 units - 11,139 days of care and 3,099 employee hours (total expenses = 351,508) | Description |
| Total Program Service Expense | 14930545 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 930 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jane Kelly | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7012393226 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 South University Drive | AddressLine1 |
| City | Fargo | City |
| State | ND | State |
| ZIP Code | 58103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Robert McConn | ||||||
| Board Chair (Jan-March) | 1.00 | X | X | 0 | 0 | 0 |
| Mary Johnson Board Vice Chair Jan- | ||||||
| March)/Chair (April-Dec) | 1.00 | X | X | 0 | 0 | 0 |
| Martha Leclerc Board Treasurer Jan- | ||||||
| March)/Vice Chair (April-Dec) | 1.00 | X | X | 0 | 0 | 0 |
| Lloyd Smith Board Secretary Jan- | ||||||
| March)/Treas (April-Dec) | 1.00 | X | X | 0 | 0 | 0 |
| Janice Nelson Board TrusteeJan- | ||||||
| April)/Secretary(April-Dec) | 1.00 | X | X | 0 | 0 | 0 |
| Shannon Charpentier | ||||||
| Board Trustee | 1.00 | X | 0 | 0 | 0 | |
| Neal Eriksmoen | ||||||
| Board Trustee | 1.00 | X | 0 | 0 | 0 | |
| David Glatt | ||||||
| Board Trustee | 3.00 | X | 8256 | 0 | 0 | |
| Robin Pratt | ||||||
| Board Trustee | 1.00 | X | 0 | 0 | 0 | |
| Harriet McCaul | ||||||
| Board Trustee | 1.00 | X | 0 | 0 | 0 | |
| Paul Wilson | ||||||
| Board Trustee | 1.00 | X | 0 | 0 | 0 | |
| Jerilynn Brantner-Adams | ||||||
| Board Trustee (April-Dec) | 1.00 | X | 0 | 0 | 0 | |
| Shawn Stuhaug | ||||||
| President/CEO | 23.00 | X | 199313 | 0 | 7806 | |
| Jane Kelly | ||||||
| CFO | 25.00 | X | 151045 | 0 | 19796 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 358614 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 27602 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RehabCare Group Inc | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 503534 | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 631503534 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Contract Therapy | DescriptionOfServices |
| Compensation | 486139 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 3000 | RelatedOrganizations |
| All Other Contributions | 11396 | AllOtherContributions |
| Total Contributions | 14396 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Resident Service Reven | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 18526794 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18526794 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18526794 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20555 | TotalRevenueColumn |
| Exclusion | $20,555 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 21909 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -21909 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -21909 | TotalRevenueColumn |
| Exclusion | -$21,909 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -542 | TotalRevenueColumn |
| Exclusion | -$542 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -542 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18539294 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18526794 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$1,896 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386454 | Total |
| Program Services | 8256 | ProgramServices |
| Management And General | 378198 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9322438 | Total |
| Program Services | 8704408 | ProgramServices |
| Management And General | 618030 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140265 | Total |
| Program Services | 126198 | ProgramServices |
| Management And General | 14067 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 931750 | Total |
| Program Services | 853555 | ProgramServices |
| Management And General | 78195 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701200 | Total |
| Program Services | 629787 | ProgramServices |
| Management And General | 71413 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94665 | Total |
| Management And General | 94665 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602879 | Total |
| Program Services | 602879 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1660929 | Total |
| Program Services | 1298114 | ProgramServices |
| Management And General | 362815 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580769 | Total |
| Program Services | 580769 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73666 | Total |
| Program Services | 55867 | ProgramServices |
| Management And General | 17799 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171704 | Total |
| Program Services | 171704 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1168243 | Total |
| Program Services | 1168243 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293068 | Total |
| Management And General | 293068 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Medical Supplies | 559725 | 559725 | |
| Bad Debt Expense | 168153 | 168153 | |
| Memberships | 27079 | 27079 | |
| Flood Expenses | 2887 | 2887 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16885874 | Total |
| Program Services | 14930545 | ProgramServices |
| Management And General | 1955329 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1871111 | BOY |
| EOY | 4496683 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2002038 | BOY |
| EOY | 1420537 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6376612 | BOY |
| EOY | 6231813 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149553 | BOY |
| EOY | 155092 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174873 | BOY |
| EOY | 189022 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 28492541 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18550710 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10551024 | BOY |
| EOY | 9941831 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615735 | BOY |
| EOY | 661636 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1008465 | BOY |
| EOY | 846624 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2029431 | BOY |
| EOY | 1918334 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24778842 | BOY |
| EOY | 25861572 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2568580 | BOY |
| EOY | 2420854 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9608909 | BOY |
| EOY | 9228733 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29002 | BOY |
| EOY | 31581 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 803547 | BOY |
| EOY | 773133 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344671 | BOY |
| EOY | 335718 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350979 | BOY |
| EOY | 344979 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13705688 | BOY |
| EOY | 13134998 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11073154 | BOY |
| EOY | 12726574 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11073154 | BOY |
| EOY | 12726574 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24778842 | BOY |
| EOY | 25861572 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1653420 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 300871 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19846 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 428364 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 192964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4396 | CurrentTaxYear |
| Total | 946441 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15318329 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16195912 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17242225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17409120 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18526794 | CurrentTaxYear |
| Total | 84692380 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15619200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16215758 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17670589 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17602084 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18531190 | CurrentTaxYear |
| Total | 85638821 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 85638821 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 293936 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 96611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21661 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20555 | CurrentTaxYear |
| Total | 447483 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 293936 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 96611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21661 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20555 | CurrentTaxYear |
| Total | 447483 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 110069 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9458 | CurrentTaxYear |
| Total | 119527 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15913136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16312369 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17692250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17726873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18561203 | CurrentTaxYear |
| Total | 86205831 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99340 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00520 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00870 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1230011 | OtherCostOrOtherBasis |
| Book Value | 1230011 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20273885 | OtherCostOrOtherBasis |
| Depreciation | 13993890 | Depreciation |
| Book Value | 6279995 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6225051 | OtherCostOrOtherBasis |
| Depreciation | 4206188 | Depreciation |
| Book Value | 2018863 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 763594 | OtherCostOrOtherBasis |
| Depreciation | 350632 | Depreciation |
| Book Value | 412962 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9941831 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Related Party Receivables | 1451579 |
| Deferred Financing Costs | 25526 |
| Land Held for Expansion | 441229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1918334 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Related Entity Note Payable | $308,000 |
| Related Party Payable | $36,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 344979 | TotalOfAmounts |
| Total Revenue | 18539294 | TotalRevenue |
| Total Expenses | 16885874 | TotalExpenses |
| Excess Or Deficit For Year | 1653420 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 1653420 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18539294 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 18539294 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18539294 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16885874 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16885874 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16885874 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Line 2b: | The Organization acts as custodian for the funds of the residents. These funds are included in cash and cash equivalents and a corresponding liability is included in accounts payable-trade in the financial statements. Resident trust funds totaled $31,581 and $29,002 at December 31, 2011 and 2010. | |
| Part X: | Bethany 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. Bethany 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. | Description of Uncertain Tax Positions Under FIN 48: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Glatt | |||||||||||||
| 8256 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8256 | 0 | 0 | 0 |
| Shawn Stuhaug | |||||||||||||
| 160323 | 0 | 38990 | 0 | 0 | 0 | 7491 | 0 | 447 | 0 | 207251 | 0 | 0 | 0 |
| Jane Kelly | |||||||||||||
| 124644 | 0 | 26401 | 0 | 0 | 0 | 6172 | 0 | 13730 | 0 | 170947 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 7 | CEO and CFO received a bonus as determined by the Board of Directors. The bonus is based on review of performance and progress related to a specific work plan. | |
| Part III | In conjuction with Bethany on 42nd, a related organization, American Lutheran Homes, Inc. has an agreement with Sanford Health for Medical Director services provided by David Glatt. Compensation noted in Schedule J Part II is the fee paid to Sanford Health for his services provided to American Lutheran Homes, Inc. | Supplemental Information |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| Cass County North Dakota | ||||||
| 456002205 | 2004-12-31 | 4607000 | Health Care Facilities Refunding Revenue Bonds-Series 2004A | 0 | 0 | 0 |
| Cass County North Dakota | ||||||
| 456002205 | 2010-10-01 | 6400000 | Housing and health care facility revenue bonds | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 4607000 | 38881 | 4568119 | 2004 | 1 | 0 | 1 | 1 |
| 6400000 | 54857 | 6345143 | 2010 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | Bethany Homes, Inc. is the sole member of the Corporation. |
| Form 990, Part VI, Section A, line 7a | The Board of Directors is elected at the annual meeting of the Board of Trustees of the Member. The member has the right to fill any vacancies during the year. The member may also remove any directors with or without cause. |
| Form 990, Part VI, Section A, line 7b | The following actions by the Board of Directors require the approval of the Board of Trustees of the Member: - Establishment of annual operating budget - Sale, lease or encumbrance of any corporation real property - Unbudgeted capital expenditures exceeding amounts for which the President/CEO is specifically authorized to approve |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the CFO and CEO and then provided to the Finance Committee for their review and approval. A draft copy of the Form 990 is provided to the board prior to filing. |
| Form 990, Part VI, Section B, line 12c | Board officers and directors, as well as officers of the Organization, complete a conflict of interest questionnaire on an annual basis. The Board reviews the conflicts to determine if a conflict exists. The individual with the conflict is required to abstain from voting if the conflict comes up in the board meeting where a decision needs to be made. This is a standing agenda item at each board meeting. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee of the board meets to determine the compensation of the President/CEO. Compensation is determined by gathering comparable data, including salary surveys, personal contacts, 990 data, and evaluating criteria such as knowledge/experience, longevity, job performance, etc. Every three to five years, a consultant is brought in to assist in the evaluation process to test for fairness and reasonableness of compensation levels. The Executive Committee reviews the data and recommends the compensation package, which is reviewed and approved at the full board level. The process for determining compensation for the President/CEO is implemented on an annual basis. The President/CEO determines the CFO compensation and reviews the information with the Executive Committee. The process for determining compensation for the CFO is implemented on an annual basis. For the current year, a consultant reviewed the CFO compensation and and provided comparable data. |
| Form 990, Part VI, Section C, line 19 | The Organization's governing documents, conflict of interest policy, and financial statements are available upon request. |
| Form 990, Part VII, Section A: | The CEO and CFO are compensated by American Lutheran Homes, Inc. for their services provided to American Lutheran Homes, Inc. and other related entities. The CEO serves approximately 27 hours per week to the other related entities. The CFO serves approximately 25 hours per week to the other related entities. All board members serve Bethany Homes, Inc. and Bethany on 42nd an additional 1 hour per week for each entity. The following individuals serve Bethany Home Health Care, Inc. an additional 1 hour per week: Neal Ericksmoen, Janice Nelson, Shannon Charpentier, Robin Pratt, and Harriette McCaul. David Glatt serves as a board member 1 hour per week. He serves an additional two hours per week as a Medical Director. Compensation shown on Part VII is compensation paid to Sanford Health for his services as Medical Director to American Lutheran Homes. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Bethany Home Health Care Inc | ||||||||||
| 201 S University Drive | Fargo | ND | 58103 | 450433045 | Promotion of health | ND | 501(c)(3) | 9 | Bethany Homes Inc | 1 |
| Bethany on 42nd | ||||||||||
| 201 S University Drive | Fargo | ND | 58103 | 261087740 | Long-term care services/Assisted living/Independent living | ND | 501(c)(3) | 9 | Bethany Homes Inc | 1 |
| Bethany Homes Inc | ||||||||||
| 201 S University Drive | Fargo | ND | 58103 | 450394181 | Fundraising | ND | 501(c)(3) | 9 | Bethany Homes Inc | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Bethany Homes Inc | ||
| C | 0 | General Ledger |
| Bethany on 42nd | ||
| D | 423120 | General Ledger |
| Bethany on 42nd | ||
| P | 7476779 | General Ledger |
| Bethany Homes Inc | ||
| P | 118097 | General Ledger |
| Bethany Home Health Care Inc | ||
| P | 576213 | General Ledger |
| Bethany Home Health Care Inc | ||
| M | 0 | General Ledger |
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