2025-02-06T12:18:00-06:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 5550 WILD ROSE LANE SUITE 300 WEST DES MOINES IA 50266 990 2022-10-01 421241419 BETHANY LUTHERAN FOUNDATION BETH 7123253514 7 ELLIOTT ST COUNCIL BLUFFS IA 51503 DAN SPELLERBERG CFO 7123253514 2025-02-03 1 0 ASHLEY R MAHONEY P01603680 5152224400 2025-02-03 2022 2025-03-06 01:10:19Z BETHANY LUTHERAN FOUNDATION DAN SPELLERBERG 7 ELLIOTT ST COUNCIL BLUFFS IA 51503 2015610 0 X WWW.BLHS.CARE X 1984 IA TO SUPPORT BETHANY LUTHERAN HOME OF COUNCIL BLUFFS, IA IN CARRYING OUT ITS MISSION. 5 5 0 5 0 0 23961 563025 0 0 -105615 245007 0 164 -81654 808196 0 3904005 0 0 0 0 0 0 0 15000 303997 15000 4208002 -96654 -3399806 4409819 914405 0 0 4409819 914405 TO SUPPORT BETHANY LUTHERAN HOME OF COUNCIL BLUFFS, IA IN CARRYING OUT ITS MISSION. 0 0 3904005 3904005 0 BETHANY FOUNDATION BUYS AND ASSISTS IN THE PURCHASE OF EQUIPMENT, SUPPLIES AND IMPROVEMENTS, AND THEY ALSO PURCHASE MISCELLANEOUS SERVICES FOR THE BENEFIT OF BETHANY LUTHERAN HOME. 3904005 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 X DAN SPELLERBERG 7123253514 7 ELLIOTT ST COUNCIL BLUFFS IA 51503 X STAN ULLERICH PRESIDENT 0.50 0.00 X X 0 0 0 SONJA MORTON SECRETARY 1.50 0.00 X X 0 0 0 DAN HEITHOFF TREASURER 1.00 0.50 X X 0 0 0 BOB GREGORY DIRECTOR 0.50 0.50 X 0 0 0 KEN KEMMISH DIRECTOR 0.50 0.00 X 0 0 0 0 0 0 0 0 0 0 0 550872 12153 563025 37300 37300 1415121 1207414 207707 207707 207707 OTHER REVENUE 900099 164 164 164 808196 0 0 245171 3904005 3904005 6786 6786 OTHER ADMINISTRATIVE EX 297211 297211 4208002 3904005 303997 0 258658 36580 1139066 877825 3012095 0 4409819 914405 0 0 X 4394896 914405 14923 0 4409819 914405 4409819 914405 -3399806 -95608 0 X 0 1 X 0 0 X X 1 BETHANY LUTHERAN HOME 421014553 10 1 3904005 0 1 3904005 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART X, LINE 2: BETHANY FOUNDATION ARE GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE STATE STATUTES. CONSEQUENTLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. HOWEVER, THERE ARE IMMATERIAL AMOUNTS OF UNRELATED BUSINESS INCOME THAT ARE TAXABLE. BETHANY FOUNDATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATIONS FILE INFORMATIONAL RETURNS AS TAX-EXEMPT ORGANIZATIONS. SHOULD THAT STATUE BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). 0 BETHANY LUTHERAN HOME 7 ELLIOT STREET COUNCIL BLUFFS IA 51503 421241419 501(C)(3) 3904005 0 SUPPORT FOR RELATED ENTITY 1 0 FORM 990, PART VI, SECTION A, LINE 3 HEALTHCARE OF IOWA TOOK OVER MANAGEMENT DUTIES IN FISCAL YEAR 2023. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF BETHANY LUTHERAN FOUNDATION IS BETHANY LUTHERAN HOME, COUNCIL BLUFFS, IOWA, A 501 (C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A BETHANY LUTHERAN HOME HAS THE POWER TO ELECT OR APPOINT THE BOARD OF DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B BETHANY LUTHERAN HOME HAS THE ABILITY TO CREATE ONE OR MORE CLASSES OF NON-VOTING MEMBERS, THE RIGHT TO APPOINT OR REMOVE DIRECTORS, TO APPROVE ANY AMENDMENT OF THE ARTICLES OR BY-LAWS OF THE FOUNDATION, AND TO APPROVE ANY DISSOLUTION, CONSOLIDATION, OR MERGER OF THE FOUNDATION, AND TO APPROVE THE INCORPORATION OF AFFILIATED CORPORATIONS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FOUNDATION BOARD MEMBERS WILL EACH RECEIVE A COPY OF THE 990 AND VOTE TO APPROVE PRIOR TO ITS SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C THE CODE OF CONDUCT POLICY COVERS THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS DETERMINE IF A CONFLICT EXISTS AMONG BOARD MEMBERS. THE BOARD WOULD REVIEW ACTUAL CONFLICTS AMONG THE BOARD MEMBERS. AN INTERESTED PERSON MAY MAKE A FACTUAL PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. AN INTERESTED PERSON SHALL NOT ACTIVELY PARTICIPATE IN THE DISCUSSION OF, OR VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST, EITHER FORMALLY AT A BOARD OR COMMITTEE MEETING OR INFORMALLY THROUGH CONTACT WITH INDIVIDUAL BOARD OR COMMITTEE MEMBERS. THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: A. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED, AND B. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE NAMES OF THE PERSONS WHO RECUSED THEMSELVES FROM SUCH DISCUSSION AND VOTES, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. THE ORGANIZATION ALSO HAS A CONFLICT OF INTEREST POLICY THAT IT REVIEWS WITH NEW EMPLOYEES PRIOR TO THEIR EMPLOYMENT START DATE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. BETHANY LUTHERAN HOME 7 ELLIOT ST COUNCIL BLUFFS IA 51503 421014553 NURSING CARE FOR ELDERLY PATIENTS IA 501(C)(3) LINE 10 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0