2025-04-08T11:49:16-05:00 2024-06-30 450250958 EIDE BAILLY LLP 345 N REID PL STE 400 SIOUX FALLS SD 571037034 990 2023-07-01 460233029 BETHANY LUTHERAN HOME FOR THE AGED INC BETH 6053382351 1901 SOUTH HOLLY AVENUE SIOUX FALLS SD 57105 DEBORAH HERRBOLDT CEO 6053382351 2025-04-07 1 1 LAURIE HANSON CPA P00851848 6053391999 2025-03-26 2023 2025-03-06 01:10:19Z DEBORAH HERRBOLDT 1901 SOUTH HOLLY AVENUE SIOUX FALLS SD 57105 22558074 0 X WWW.MYBETHANYHOME.ORG X 1950 SD PROVIDE SENIOR LIVING FACILITIES AND CARE FOR THE BODY, MIND, AND SPIRIT. 13 13 509 18 0 0 228591 227244 15891241 18038305 417110 131598 3627594 81665 20164536 18478812 240 12256 0 0 10179306 10402830 0 0 93034 8150281 8694681 18329827 19109767 1834709 -630955 30262577 30635492 24699327 25559792 5563250 5075700 CREATE A CARING EXPERIENCE FOR THE BODY, MIND, AND SPIRIT. 0 0 16915303 12256 18102393 BETHANY LUTHERAN HOME FOR THE AGED CONSISTS OF A 52-BED LONG-TERM CARE FACILITY, 27 ASSISTED LIVING UNITS AND 9 INDEPENDENT LIVING HOMES IN SIOUX FALLS, SOUTH DAKOTA, D/B/A BETHANY LUTHERAN HOME-SIOUX FALLS; A 60 BED LONG-TERM CARE FACILITY IN BRANDON, SOUTH DAKOTA, D/B/A BETHANY LUTHERAN HOME-BRANDON; AND A SENIOR LIVING COMMUNITY IN BRANDON, SOUTH DAKOTA, D/B/A BETHANY MEADOWS. BETHANY MEADOWS CONSISTS OF 66 INDEPENDENT OR ASSISTED LIVING UNITS AND 56 TWIN HOMES. 16915303 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 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 1 1 0 0 1 39 0 1 509 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DEBORAH HERRBOLDT 6053382351 1901 SOUTH HOLLY AVENUE SIOUX FALLS SD 57105 ROSE GRANT PRESIDENT/DIRECTOR 1.00 0.00 X X 0 0 0 JIM SANDEN SECRETARY/PRESIDENT 1.00 0.50 X X 0 0 0 LEE PERSON 1ST VICE PRESIDENT 1.00 0.00 X X 0 0 0 ROBERT ANDERSON 2ND VICE PRESIDENT 1.00 0.00 X X 0 0 0 ELLEN JOHNSON DIRECTOR/SECRETARY 1.00 0.00 X X 0 0 0 SUSAN KRUSE TREASURER 1.00 0.00 X X 0 0 0 PASTOR GREG JOHNSON BOARD MEMBER (UNTIL APR 2024) 1.00 0.50 X 0 0 0 PASTOR LORI HOPE BOARD MEMBER 1.00 0.00 X 0 0 0 JOEL FLIER BOARD MEMBER 1.00 0.00 X 0 0 0 MARY HENDRICKS-WILLKENS BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN PAULSON BOARD MEMBER 1.00 0.00 X 0 0 0 LYNDA FONDER BOARD MEMBER 1.00 0.00 X 0 0 0 KAREN ZINGMARK BOARD MEMBER (BEG JAN 2024) 1.00 0.00 X 0 0 0 DEBRA NEIDERHISER BOARD MEMBER (BEG JAN 2024) 1.00 0.00 X 0 0 0 TOM STADEM BOARD MEMBER (UNTIL DEC 2023) 1.00 0.00 X 0 0 0 DEBORAH HERRBOLDT CEO 45.00 1.00 X 187705 0 10017 HEATHER KROGER CFO (BEG JAN 2024) 45.00 1.00 X 0 0 0 DALTON HUBER CFO (UNTIL DEC 2023) 45.00 1.00 X 127715 0 9671 JIAME DIAZ MED AIDE 66.00 0.00 X 106579 0 0 421999 0 19688 3 0 0 0 GOODCARE LLC 1000 NORTHWEST AVE SUITE 210 SIOUX FALLS SD 57104 THERAPY 762891 LRS HEALTHCARE LLC PO BOX 850349 MINNEAPOLIS MN 554850349 CONTRACT LABOR 495771 TRI-STATE NURSING ENTERPRISES INC PO BOX 206912 DALLAS TX 753206912 CONTRACT LABOR 206974 INTERIM HEALTHCARE 3608 S SOUTHEASTERN AVE SIOUX FALLS SD 57103 CONTRACT LABOR 179725 MARCO TECHNOLOGIES 4001 N LEWIS AVE SIOUX FALLS SD 57104 IT 172152 5 43000 183273 971 227244 RESIDENT ROUTINE CARE 623000 16968320 16968320 HOUSING MAINTENANCE FEE INCOME 900099 658693 658693 ENTRANCE FEE AMORTIZATION 900099 350582 350582 60710 60710 18038305 171657 171657 106774 25896 80878 80878 64088 16790 4008971 4049030 -40059 -40059 -40059 5123 4336 787 787 18478812 18102393 0 149175 X 12256 12256 365731 365731 8823491 8198835 538301 86355 50323 36242 14081 492451 454092 38344 15 670834 600838 63348 6648 2325 2325 66269 66269 18638 18638 2201875 2020467 181408 44222 44222 566894 444435 122443 16 236587 236587 836551 748800 87751 34053 31964 2089 84879 57664 27215 697493 697493 1545475 1420178 125297 287756 264717 23039 FOOD 787621 787621 MEDICAL SUPPLIES 652542 652376 166 REPAIRS 253048 253048 BAD DEBT EXPENSE 214814 214814 163639 19463 144176 19109767 16915303 2101430 93034 175400 1370700 1014767 1289755 8084 8930 76800 48044 57179 70856 43083324 22242172 22004021 20841152 3351693 4406569 3574633 2599486 30262577 30635492 1099164 1085612 24026 9214 22322 22866 14845964 14283675 8707851 10158425 24699327 25559792 X 5563250 5075700 5563250 5075700 30262577 30635492 -630955 143405 0 X 0 1 X 1 1 1 X 164562 3349764 537988 228591 227244 4508149 14148004 13519787 15673575 15946565 18128289 77416220 6534 1759 2964 1271 5123 17651 14319100 16871310 16214527 16176427 18360656 81942020 0 0 0 81942020 184544 181225 194850 179218 188447 928284 184544 181225 194850 179218 188447 928284 14503644 17052535 16409377 16355645 18549103 82870304 0.98880 0.98800 0.01120 0.01200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 195819 195819 39366717 19900727 19465990 2406881 1709902 696979 1113907 631543 482364 20841152 RESIDENT TRUST CHECKING 20302 EMPLOYEE RETENTION CREDIT 2579184 2599486 ENTRANCE FEES PAYABLE 10108675 DEPOSITS PAYABLE 49750 10158425 X 18633116 143405 143405 18489711 18638 -29537 -10899 18478812 19120666 29537 29537 19091129 18638 18638 19109767 PART IV, LINE 2B: THIS IS A RESIDENT TRUST ACCOUNT. THE FACILITY TRACKS THE FUNDS IN THIS ACCOUNT BY RESIDENT. RESIDENTS MAY WITHDRAW FUNDS AS REQUESTED BASED ON THEIR INDIVIDUAL ACCOUNT BALANCE. THE FUNDS ARE HELD ON BEHALF OF THE RESIDENTS FOR THEIR CONVENIENCE. PART X, LINE 2: BETHANY LUTHERAN HOME FOR THE AGED 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 CONSOLIDATED FINANCIAL STATEMENTS. BETHANY LUTHERAN HOME FOR THE AGED 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS INCLUDED IN EXPENSES ON AUDIT FINANCIALS -4,336. RENTAL EXPENSE INCLUDED IN EXPENSES ON AUDIT FINANCIALS -25,201. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS INCLUDED IN REVENUE ON FORM 990 4,336. RENTAL EXPENSES INCLUDED IN REVENUE ON FORM 990 25,201. 1 BETHANY LUTHERAN FOUNDATION INC 1901 S HOLLY AVE SIOUX FALLS SD 57105 201569453 501(C)(3) 12256 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANT FUNDS WENT TO A RELATED ORGANIZATION, BETHANY LUTHERAN FOUNDATION. COMMON BOARD MEMBERS AND THE CEO AND CFO WORK TOGETHER TO ENSURE GRANT FUNDS ARE USED APPROPRIATELY. X X 0 0 0 0 0 0 0 0 0 DEBORAH HERRBOLDT CEO 175064 0 0 0 12641 0 2917 0 7115 0 197737 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE FOUR OFFICERS, TOGETHER WITH THE PASTORAL ADVISORS, SHALL COMPRISE AN EXECUTIVE COMMITTEE WITH POWER TO ACT FOR THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN BOARD MEETINGS, BUT SHALL NOT HAVE POWER TO RECONSIDER OR REVERSE ANY ACTION OF POLICY OF THE BOARD. THE PRESIDENT, SECRETARY AND/OR TWO BOARD MEMBERS MAY CALL MEETINGS AT ANY TIME AND THREE MEMBERS SHALL CONSTITUTE A QUORUM. IT SHALL REPORT ALL OF ITS ACTIONS TO THE BOARD OF DIRECTORS. A WRITTEN RECORD OF ATTENDANCE AND BUSINESS TRANSACTED SHALL BE MAINTAINED BY THE SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B CEO AND CFO WILL REVIEW THE 990 IN DETAIL. AFTER THEIR REVIEW, THE 990 WILL BE PROVIDED TO EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST QUESTIONNAIRES WHICH ARE MONITORED AND TRACKED. THE QUESTIONNAIRES ARE REVIEWED BY THE BOARD FOR ANY POSSIBLE CONFLICTS WITH ANY NOTED CONFLICTS BEING BROUGHT TO MANAGEMENT'S ATTENTION. CONFLICTS ARE ALSO REVIEWED AT THE BOARD LEVEL. AFTER A CONFLICT IS DEEMED TO EXIST, THE INDIVIDUAL(S) INVOLVED MUST ABSTAIN FROM THE DISCUSSION AND VOTE RELATED TO THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 BETHANY LUTHERAN HOME CREATES AN ANNUAL BUDGET THAT INCLUDES SALARY INCREASES FOR ALL STAFF. THIS BUDGET IS PRESENTED TO THE BOARD WITH AN EXPLANATION OF WHAT INCREASES WERE BUILT INTO THE BUDGET. THE BOARD APPROVES THE BUDGET AND SALARY INCREASES FOR ALL STAFF FOR THE NEXT FISCAL YEAR. THE INCREASE TO COMPENSATION FOR ALL STAFF MUST BE AT OR BELOW THE APPROVED INCREASE IN THE BUDGET. THE COMPENSATION CHANGES ARE IMPLEMENTED ON THE EMPLOYEE'S ANNIVERSARY DATE AFTER AN EMPLOYEE EVALUATION HAS BEEN COMPLETED AND DOCUMENTED. ADDITIONALLY, COMPENSATION SURVEYS ARE USED IN DETERMINING THE COMPENSATION OF THE CEO AND CFO. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING - DIETICIAN: PROGRAM SERVICE EXPENSES 48,174. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,174. PURCHASED SERVICES - MAINTENANCE: PROGRAM SERVICE EXPENSES 256,388. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 256,388. PURCHASED SERVICES - HOUSEKEEPING: PROGRAM SERVICE EXPENSES 3,925. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,925. PURCHASED SEVICES - NURSING: PROGRAM SERVICE EXPENSES 69,956. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,956. CONSULTING - MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 29,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,700. CONSULTING - PHARMACY: PROGRAM SERVICE EXPENSES 39,118. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,118. CONSULTING - MEDICAL REVIEW: PROGRAM SERVICE EXPENSES 780. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 780. PURCHASED SERVICES - THERAPY: PROGRAM SERVICE EXPENSES 768,839. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 768,839. PURCHASED SERVICES - DIETARY: PROGRAM SERVICE EXPENSES 4,273. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,273. PURCHASED SERVICES - WELLNESS: PROGRAM SERVICE EXPENSES 22,302. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,302. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,328. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,328. CONTRACT LABOR - NURSING: PROGRAM SERVICE EXPENSES 776,895. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 776,895. PURCHASED SERVICES - ADMIN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 180,080. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,080. PURCHASED SERVICES-CHAPLAIN: PROGRAM SERVICE EXPENSES 117. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117. BETHANY LUTHERAN FOUNDATION 3008 E ASPEN BOULEVARD BRANDON SD 57005 201569453 RAISE FUNDS AS A SUPPORTING ORGANIZATION OF BETHANY LUTHERAN HOME. SD 501(C)(3) LINE 12A, I BETHANY LUTHERAN HOME FOR THE AGED INC 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0