2025-07-14T09:46:02-05:00 2024-09-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-10-01 390868849 BETHANY HOME INC BETH 7152585521 1226 BERLIN STREET WAUPACA WI 54981 GREG REICHENBACH CEO 7152585521 2025-07-10 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-07-01 2023 2025-03-06 01:10:19Z GREG REICHENBACH 1226 BERLIN STREET WAUPACA WI 54981 14214728 0 X WWW.BETHANYOFWAUPACA.COM X 1961 WI BETHANY IS A FAITH-BASED, NON-PROFIT SENIOR LIVING COMMUNITY PROVING A NURTURING CHRISTIAN ENVIRONMENT AND CONTINUUM OF CARE THAT RESPONDS TO INDIVIDUAL NEEDS AND CHOICES AT ALL LIFE STAGES. 9 9 318 9 0 0 619122 81916 12320349 14084029 7702 25863 11987 22920 12959160 14214728 0 0 0 0 7064589 7584161 0 0 0 6389249 7315963 13453838 14900124 -494678 -685396 24075811 22625914 23930383 23108170 145428 -482256 X BETHANY IS A FAITH-BASED, NON-PROFIT SENIOR LIVING COMMUNITY PROVING A NURTURING CHRISTIAN ENVIRONMENT AND CONTINUUM OF CARE THAT RESPONDS TO INDIVIDUAL NEEDS AND CHOICES AT ALL LIFE STAGES. 0 0 9644882 0 9824390 NURSING HOME:BETHANY HOME, INC. OPERATES A 100-BED NURSING HOME TO PROVIDE LONG-TERM CARE SERVICES TO RESIDENTS OF WAUPACA COUNTY AND THE IMMEDIATE SURROUNDING AREA. BETHANY HOME, INC. MEMBERSHIP CONSISTS OF 36 CHURCH CONGREGATIONS FROM WAUPACA, THE SURROUNDING RURAL AREAS, AND SEVERAL NEIGHBORING COMMUNITIES. DURING OUR FISCAL YEAR ENDED SEPTEMBER 30, 2024, WE PROVIDED 24,920 INPATIENT DAYS OF SERVICE. OF THESE DAYS, 15,237 DAYS, ABOUT 61% OF OUR CARE, WERE PROVIDED TO MEN AND WOMEN WHO NO LONGER HAD ADEQUATE FUNDS TO PAY FOR THEIR CARE. THEIR CARE WAS PAID FOR BY THE WISCONSIN MEDICAL ASSISTANCE PROGRAM AT RATES THAT WERE BELOW OUR COST OF PROVIDING THAT CARE. WE ALSO PROVIDED 3,710 DAYS OF CARE TO RESIDENTS WHO WERE FUNDED BY THE FEDERAL MEDICARE PART A OR MEDICARE ADVANTAGE PROGRAMS. THESE DAYS EQUALED 15% OF THE CARE WE PROVIDED. THE REMAINING 5,973 DAYS OF CARE, REPRESENTING 24% OF OUR BUSINESS, WERE PROVIDED TO RESIDENTS WHO PAID FROM THEIR PERSONAL PRIVATE FUNDS. THE SERVICES THAT BETHANY HOME PROVIDES TO ITS RESIDENTS INCLUDE:*24 HOUR PER DAY NURSING CARE DELIVERED BY OUR STAFF OF REGISTERED NURSES*LICENSED PRACTICAL NURSES*CERTIFIED NURSING ASSISTANTS*7 DAY PER WEEK REHABILITATION SERVICES PROVIDED BY REGISTERED PHYSICAL THERAPISTS*PHYSICAL THERAPY ASSISTANTS AND AIDES*REGISTERED OCCUPATIONAL THERAPISTS*CERTIFIED OCCUPATIONAL THERAPY ASSISTANTS*REGISTERED SPEECH THERAPISTS*DELICIOUS AND NUTRITIOUS MEALS*SOCIAL SERVICES*RECREATIONAL ACTIVITIES*HOUSEKEEPING AND LAUNDRY SERVICES, INCLUDING THE IRONING OF PERSONAL CLOTHING*BUILDING AND GROUNDS MAINTENANCE*TRANSPORTATION TO MEDICAL APPOINTMENTS*BEAUTY AND BARBER SHOP SERVICES*ADMINISTRATIVE SERVICESBETHANY COMMUNITY CARE MINISTRYBETHANY HOME PROVIDES NURSES FOR SERVICES IN THE COMMUNITY SUCH AS CLINICS AND SCREENINGS, EDUCATION TO OLDER AND DISABLED ADULTS AND CAREGIVERS, INFORMATION AND REFERRAL, SEMINARS, AND VOLUNTEER PROGRAM DEVELOPMENT TO SERVE OLDER ADULTS IN THEIR HOMES. THE PURPOSE OF THE PROGRAM IS TO HELP THOSE IN THE COMMUNITY REMAIN IN THEIR HOME FOR AS LONG AS THEY AND THEIR FAMILIES ARE ABLE. 2341777 0 2385362 BETHANY PINES APARTMENTS:BETHANY HOME, INC. ALSO OPERATES THE PINES, A 40-UNIT APARTMENT BUILDING THAT PROVIDES SUPPORTIVE LIVING SERVICES AND ASSISTED LIVING SERVICES TO RESIDENTS OF WAUPACA COUNTY AND THE IMMEDIATE SURROUNDING AREA. AS OF SEPTEMBER 30, 2024, THE PINES HAD 30 APARTMENTS RENTED AS A REGISTERED RESIDENTIAL CARE APARTMENT COMPLEX (RCAC). THE SERVICES PROVIDED BY THE PINES MAKE IT POSSIBLE FOR ITS RESIDENTS TO REMAIN IN A HOMELIKE ATMOSPHERE FOR A LONGER PERIOD OF TIME AND DELAYS, AND IN MANY CASES ELIMINATES ENTIRELY, THEIR ENTRANCE INTO A NURSING HOME. THE SERVICES THAT THE PINES PROVIDES TO OUR RESIDENTS INCLUDE:*TASTY AND NUTRITIOUS MEALS*HELP WITH LAUNDRY AND HOUSEKEEPING NEEDS*ASSISTANCE AS NEEDED WITH ACTIVITIES OF DAILY LIFE, INCLUDING BATHING, DRESSING, TOILETING, AMBULATING, AND TRANSFERRING*MEDICATION MONITORING AND DELIVERY*RECREATIONAL ACTIVITIES*SPIRITUAL COUNSELING*ACTIVITIES OF DAILY LIVING*MEDICATION PASS*CLINICAL ASSESSMENTS*MONITORING*TRANSFERRING IF/WHEN NECESSARY*SOCIAL WORK AND RN SERVICESTHE RESIDENTS OF THE PINES ALSO RECEIVE PRIORITY ADMISSION TO BETHANY HOME IF THEIR HEALTH CONDITIONS CHANGE AND THEY REQUIRE SKILLED CARE NURSING SERVICES. THIS FEATURE OF OUR CONTINUUM OF CARE GIVES THE PINES RESIDENTS A REAL SENSE OF SECURITY, BECAUSE THEY KNOW THAT WE WILL CONTINUE TO CARE FOR THEM, EVEN WHEN THEIR NEEDS BECOME GREATER. OUR THE PINES APARTMENT BUILDING IS CONNECTED TO BETHANY HOME BY AN ENCLOSED, HEATED, AIR CONDITIONED WALKWAY. THIS FEATURE MAKES IT VERY EASY AND CONVENIENT FOR RESIDENTS OF THE PINES TO FREQUENTLY VISIT THEIR SPOUSES AND/OR FRIENDS WHO LIVE IN BETHANY HOME. THIS EASY ACCESS TO THEIR LOVED ONE IN THE NURSING HOME HAS HELPED MANY OF OUR THE PINES RESIDENTS TO BETTER DEAL WITH THE GUILT THAT IS SO OFTEN ASSOCIATED WITH HAVING TO PLACE A SPOUSE OR OTHER LOVED ONE IN A NURSING HOME. 1840031 0 1874277 HEARTWOOD - COMMUNITY-BASED RESIDENTIAL FACILITY (CBRF):BETHANY HOME, INC. ALSO OPERATES HEARTWOOD, A 49 -BED BUILDING THAT PROVIDES SUPPORTIVE LIVING SERVICES AND ASSISTED LIVING TO RESIDENTS OF WAUPACA COUNTY AND THE IMMEDIATE SURROUNDING AREA. AS OF SEPTEMBER 30, 2024, BETHANY PINES HAD 29 ROOMS RENTED AS A REGISTERED COMMUNITY BASED RESIDENTIAL FACILITY. BETHANY PINES CBRF ACCEPTS RESIDENTS WHO PAY PRIVATELY AND THOSE WHO ARE ON A FAMILY CARE PLAN. AS OF SEPTEMBER 30, 2024, 62% OF THE RESIDENTS WERE IN THE COMMUNITY BASED RESIDENTIAL FACILITY UNDER THE FAMILY CARE PROGRAM.THE SERVICES PROVIDED BY HEARTWOOD CBRF MAKE IT POSSIBLE FOR ITS RESIDENTS TO REMAIN IN A HOMELIKE ATMOSPHERE FOR A LONGER PERIOD OF TIME AND DELAYS, AND IN MANY CASES ELIMINATES ENTIRELY, THEIR ENTRANCE INTO A NURSING HOME. THE SERVICES THAT HEARTWOOD CBRF PROVIDES TO OUR RESIDENTS INCLUDE:*TASTY AND NUTRITIOUS MEALS*HELP WITH LAUNDRY AND HOUSEKEEPING NEEDS*ASSISTANCE AS NEEDED WITH ACTIVITIES OF DAILY LIFE, INCLUDING BATHING, DRESSING, TOILETING, AMBULATING, AND TRANSFERRING*MEDICATION MONITORING AND DELIVERY*RECREATIONAL ACTIVITIES*SPIRITUAL COUNSELING*ACTIVITIES OF DAILY LIVING*MEDICATION PASS*CLINICAL ASSESSMENTS*MONITORING*TRANSFERRING IF/WHEN NECESSARY*SOCIAL WORK AND RN SERVICESTHE RESIDENTS OF HEARTWOOD CBRF ALSO RECEIVE PRIORITY ADMISSION TO BETHANY HOME IF THEIR HEALTH CONDITIONS CHANGE AND THEY REQUIRE SKILLED CARE NURSING SERVICES. THIS FEATURE OF OUR CONTINUUM OF CARE GIVES THE HEARTWOOD CBRF RESIDENTS A REAL SENSE OF SECURITY, BECAUSE THEY KNOW THAT WE WILL CONTINUE TO CARE FOR THEM, EVEN WHEN THEIR NEEDS BECOME GREATER. HEARTWOOD CBRF BUILDING IS CONNECTED TO BETHANY HOME BY AN ENCLOSED, HEATED, AIR-CONDITIONED WALKWAY. THIS FEATURE MAKES IT VERY EASY AND CONVENIENT FOR RESIDENTS OF HEARTWOOD CBRF TO FREQUENTLY VISIT THEIR SPOUSES AND/OR FRIENDS WHOM LIVE IN BETHANY HOME. THIS EASY ACCESS TO THEIR LOVED ONE IN THE NURSING HOME HAS HELPED MANY OF OUR HEARTWOOD CBRF RESIDENTS TO BETTER DEAL WITH THE GUILT THAT IS SO OFTEN ASSOCIATED WITH HAVING TO PLACE A SPOUSE OR OTHER LOVED ONE IN A NURSING HOME. 13826690 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 16 0 318 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 WI X MICHELE MAZEMKE 7159421412 1226 BERLIN STREET WAUPACA WI 54981 BARB CONRADT PRESIDENT 0.40 0.10 X X 0 0 0 JOE JONES PRESIDENT (THRU JAN '24) 0.40 0.10 X X 0 0 0 LORI CARLSON VICE-PRESIDENT 0.40 0.10 X X 0 0 0 HANNAH GUTHO SECRETARY/TREASURER 0.40 0.10 X X 0 0 0 SUE ABRAHAMSON DIRECTOR 0.40 0.10 X 0 0 0 DIANE BAKER DIRECTOR 0.40 0.10 X 0 0 0 KERRY LEE BLANKE DIRECTOR 0.40 0.10 X 0 0 0 ERIC HENDRICKSON DIRECTOR 0.40 0.10 X 0 0 0 MIKE JACQUART DIRECTOR 0.40 0.10 X 0 0 0 VICKI NATZKE DIRECTOR (THRU FEB '24) 0.40 0.10 X 0 0 0 KEITH WILLIAMS DIRECTOR 0.40 0.10 X 0 0 0 GREG REICHENBACH ADMINISTRATOR/CEO 35.00 5.00 X 105365 0 24109 SHELLY SONTAG ADMINISTRATOR/CEO (THRU 12/23) 35.00 5.00 X 152935 0 24421 SHEILA NELSON-SEYBOLD ADMINISTRATOR/CEO 35.00 5.00 X 34598 0 0 MICHELE SLATER FINANCE DIRECTOR 35.00 5.00 X 80182 0 6974 373080 0 55504 2 0 1 0 WIPFLI LLP PO BOX 3160 MILWAUKEE WI 53201 ACCOUNTING AND OTHER PROFESSIONAL SERVIC 127616 1 64048 17868 81916 RESIDENT SERVICE REVENUE 623000 9641992 9641992 BETHANY PINES RENTAL 532000 2385362 2385362 BETHANY HEARTWOOD 532000 1874277 1874277 BETHANY SHADOW WOODS SERVICE AGRE 900099 132514 132514 49884 49884 14084029 25863 25863 CAFETERIA 722514 19449 19449 BEAUTY SHOP 900099 3471 3471 22920 14214728 14084029 0 48783 277815 252052 25763 5861233 5317686 543547 97894 88816 9078 841517 763478 78039 505702 458805 46897 4077 4077 4748 4748 64035 64035 1049947 1049947 35192 35192 292863 292863 158705 158705 388339 368923 19416 24856 15218 9638 10596 4325 6271 552118 552118 1380251 1311238 69013 287690 287690 PROGRAM SUPPLIES 1942288 1942288 THERAPIES 495152 495152 T19 ASSESSMENT 204000 204000 EQUIPMENT, REPAIRS, & M 96233 96233 324873 290666 34207 14900124 13826690 1073434 0 1528420 693440 1059897 1206373 973310 1333619 32910 33274 54132 50552 34677856 15884745 19922100 18793111 247976 301611 257066 213934 24075811 22625914 796005 714845 54339 60295 22623931 21989386 456108 343644 23930383 23108170 X -58373 -686057 203801 203801 145428 -482256 24075811 22625914 -685396 57712 0 X X 0 1 X 1 0 X 586439 2480537 438703 619122 81916 4206717 12487742 12667546 11886775 12320349 14084029 63446441 23765 9446 8363 11987 22920 76481 13097946 15157529 12333841 12951458 14188865 67729639 0 0 0 67729639 611 540 488 7702 25863 35204 611 540 488 7702 25863 35204 13098557 15158069 12334329 12959160 14214728 67764843 0.99950 0.99980 0.00050 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 247976 53635 301611 222958 25018 247976 276705 -53747 222958 235108 41597 276705 222335 12773 235108 0.59757 0.40243 0.00000 0 0 40648 40648 31247137 13194862 18052275 3122918 2430539 692379 267153 259344 7809 18793111 RELATED PARTY PAYABLE 170873 RIGHT-OF-USE-ASSET, LEASE 172771 343644 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS UNDER LEASE AGREEMENTS WHICH ARE REFUNDABLE BACK TO THE TENANTS AT LEASE TERMINATION. PART V, LINE 4: BETHANY HOME, INC. HOLDS A PERMANENTLY RESTRICTED ENDOWMENT. THE INVESTMENT INCOME ON THE PERMANENT ENDOWMENT FUNDS ARE AVAILALBE FOR CHARITABLE PURPOSES OF BETHANY HOME, INC. X X X 0 0 0 0 0 0 0 0 0 SHELLY SONTAG ADMINISTRATOR/CEO (THRU 12/23) 152935 0 0 0 0 0 5561 0 18860 0 177356 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 BETHANY HOME, INC. MEMBERSHIP CONSISTS OF 36 CHURCH CONGREGATIONS FROM WAUPACA, THE SURROUNDING RURAL AREAS, AND SEVERAL NEIGHBORING COMMUNITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE BRINGING IT TO THE BOARD OF DIRECTORS FOR APPROVAL TO FILE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS DIRECTED NOT ONLY TO DIRECTORS AND OFFICERS, BUT TO ALL EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF BETHANY HOME, INC. THIS WOULD INCLUDE ALL WHO MAKE PURCHASING DECISIONS, ALL PERSONS WHO MIGHT BE DESCRIBED AS "MANAGEMENT PERSONNEL, AND ANYONE WHO HAS PROPRIETARY INFORMATION CONCERNING BETHANY HOME, INC. IT IS ASSUMED THAT THE DIRECTORS, OFFICERS, AND MANAGEMENT EMPLOYEES WILL RECOGNIZE CONFLICTS OF INTEREST WITH ANY PERSONS OR FIRMS MENTIONED IN THE POLICY. IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY INTERESTS DESCRIBED IN THE POLICY SHALL BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND IMMEDIATELY MAKE SUCH DISCLOSURES. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE ADMINISTRATOR/CEO (IF SHE/HE IS THE ONE WITH THE CONFLICT, THEN THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR (IF SHE/HE IS THE ONE WITH THE CONFLICT, THEN THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO BETHANY HOME, INC. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE WITH THE WELFARE OF BETHANY HOME, INC. AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A BETHANY HOME UTILIZES AN INDEPENDENT THIRD PARTY AND LEADINGAGE WI TO PERFORM A SALARY SURVEY ANNUALLY. THE BOARD OF DIRECTORS APPROVES A SALARY BUDGET. THE BOARD IS INDEPENDENT AND USES THE COMPARABILITY STUDIES PROVIDED BY LEADINGAGE WI. THE APPROVAL DECISION IS DOCUMENTED IN THE RELATED BOARD OF DIRECTORS MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 BETHANY HOME, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEARS. BETHANY SHADOW WOODS INC 1226 BERLIN STREET WAUPACA WI 54981 391948898 TO PROVIDE INDEPENDENT RETIREMENT LIVING FACILITIES/SERVICES. WI 501(C)(3) LINE 10 BETHANY HOME INC 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 BETHANY SHADOW WOODS INC L 123106 COST BETHANY SHADOW WOODS INC E 170873 COST