2025-08-15T14:12:27+00:00 2024-09-30 332621854 CRI Capin Crouse Advisors LLC 345 Massachusetts Ave Suite 300 Indianapolis IN 46204 990 2023-10-01 841087692 Bethesda Associates BETH 7194810100 15475 Gleneagle Drive Colorado Springs CO 80921 Dana Rasic President 7194810100 2025-08-15 true Daren Daiga P01074795 5055022746 2025-08-15 2023 2025-03-06 01:10:19Z Dana Rasic 15475 Gleneagle Drive Colorado Springs CO 80921 11339186 false X www.bethesdaseniorliving.com X 1988 NE To be a supporting organization for Bethesda Foundation. 6 4 45 0 73916 0 19390 0 3819379 4259440 574550 -168150 138678 -11745 4551997 4079545 110300 14077 0 0 3674981 4204582 0 0 1918053 1911061 5703334 6129720 -1151337 -2050175 37008081 37451555 8172863 7279999 28835218 30171556 To be a supporting organization for Bethesda Foundation d/b/a Bethesda Senior Living Communities, a 501(c)(3) organization. false false 3938340 0 4211055 Provide administrative services related to operations of Bethesda Foundation and Bethesda Christian Broadcasting, both 501(c)(3) affiliates, and investments made to provide funding for their charitable purposes (also includes administrative services related to Bethesda Real Estate Company, a for-profit affiliate-see Form 990-T). 14077 14077 0 Contributions to further the exempt purpose of OneChild Global and other miscellaneous exempt organizations with a similar exempt purpose. 3952417 true false false false false false false false false true true false true false false false true false false true false false false false false false true false true false false false false false false true false false false false false false true true true false false true 15 0 true 45 true true true false false false false false false false false false false false X 6 4 true false true false false true false true true false false true true true true true true true true false CO X Nathan Merrill 7194810100 15475 Gleneagle Drive Colorado Springs CO 80921 Dana Rasic President & Director 10.0 52.0 X X 364389 0 43634 Nathan Merrill CFO, VP, Treasurer & Director 10.0 47.0 X X 249361 0 44313 Dale Turner Director 2.0 7.0 X 61000 0 3483 Daniel Vagle Director 1.0 6.0 X 61000 0 3609 Don Morgan Director 2.0 6.0 X 0 61000 3385 Larry Smith Director 2.0 8.0 X 0 30500 4716 Austin Harbach Assistant Secretary 5.0 37.0 X 115312 0 14863 Jenny Kennedy Secretary 1.5 5.0 X 10453 0 0 Tom Workman Assistant Secretary 0.5 4.0 X 0 0 0 Christi Miller Vice President of HR 5.0 45.0 X 161006 0 17377 John Daneluk Controller 2.0 38.0 X 120672 0 23596 Steve Endicott Vice President of IT 40.0 0.0 X 138592 0 17934 1281785 91500 176910 6 false true false 0 0 G&A Services 541990 4259440 4185524 73916 0 0 0 0 4259440 418445 418445 795640 832916 -37276 0 -37276 -37276 5806630 33500 6417698 9027 -611068 24473 -586595 -586595 25531 25531 0 0 25531 4079545 4211055 73916 -205426 14077 14077 0 0 1097882 796134 301748 2575409 2138471 436938 60543 49711 10832 242127 201119 41008 228621 192954 35667 20542 2825 17717 23144 23144 88562 88562 84900 23902 60998 0 208328 162799 45529 55774 50465 5309 477516 618 476898 98505 77651 20854 18796 16258 2538 437045 437045 162885 76424 86461 56036 12196 43840 General Dues & Fees 179028 136813 42215 0 0 0 0 6129720 3952417 2177303 0 685614 1273490 215771 126802 38127 0 0 0 0 159173 210441 11026418 7235007 3553274 3791411 9101644 10063521 17730294 19267153 0 5524184 2718737 37008081 37451555 799188 1103382 0 0 7369572 6176617 4103 0 8172863 7279999 X 28835218 30171556 28835218 30171556 37008081 37451555 X -2050175 3282086 104427 X false true X true false X X 1 Bethesda Foundation 470497753 9 true 0 0 1 0 0 true false false false false true false false false false false false false false false true false Schedule A, Part IV, Section A, Line 6 Support to other supported orgs The organization provided support to organizations other than its supported organizations during the year. These monies were given to organizations consistent with the organization's mission and vision and under the direction of the supported organizations. 24339 20459 44798 5514464 3937451 6024883 3427032 1529705 1210124 319581 3791411 Limited partnerships 11655193 F Investment in captive insurance 3707144 F Government bonds 2944665 F Fixed income 633603 F Other securities 326548 F 19267153 Lease costs - net of amortization 89918 Intercompany receivable 2477193 Escrow deposit 10335 Related organization receivable 141291 2718737 Central America and the Caribbean 0 0 Investments 3913815 0 0 0 0 0 0 3913815 0 3913815 false false true false true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual true OneChild Global 15475 Gleneagle Drive Colorado Springs CO 80921 841087689 501(c)(3) 13975 Child Development Ministry 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The organization's management works closely with grant recipient's and does on-site visits where the purposes of the charitable initiatives are publicized to ensure that the funds are used consistent with the organization's mission and vision. X true true X X X X false false false false false false false true false Dana Rasic President & Director 341027 0 17100 0 6262 0 9979 0 33655 0 408023 0 0 0 Nathan Merrill CFO, VP, Treasurer & Director 237109 0 0 0 12252 0 7577 0 36736 0 293674 0 0 0 Christi Miller Vice President of HR 160768 0 0 0 238 0 4964 0 12413 0 178383 0 0 0 Steve Endicott Vice President of IT 138354 0 0 0 238 0 4359 0 13575 0 156526 0 0 0 Schedule J, Part I, Line 1a Travel for companions All spousal travel expenses paid by the organization must be approved by the President who determines whether the expense was for a necessary business purpose. The CFO must approve the spousal travel expenses for the President. Expenses incurred that are not determined to be necessary business expenses are taxable to the individual and included in their taxable compensation. Dana Rasic, President & Director, and Nathan Merrill, CFO, VP, Treasurer & Director received spousal travel benefits during the year. Schedule J, Part I, Line 7 Non-fixed payments The organization and related entities pay discretionary bonuses to their officers, directors, and key employees from time to time. The frequency and amount of the bonuses are determined by the Administrative Committee, CEO, or other management, and based on factors such as overall job performance, substantial extra projects, etc. The organizations do not have any employment contracts which obligate the payment of bonuses in the future. Daniel Vagle Family member of Dale Turner, Director 64187 Compensation false Dale Turner Family member of Daniel Vagle, Director 64187 Compensation false Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Dan Vagle and Dale Turner - Family relationship, Dana Rasic, Nathan Merrill, Dale Turner, Austin Harbach, and Tom Workman - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents The organization's articles of incorporation were amended to add additional wording regarding the organization's purpose. The organization's bylaws were amended to add additional requirements for the qualifications for directors and officers. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Bethesda Foundation appoints the entire Board of Directors. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by an independent CPA firm and is reviewed in detail by the CFO and Accounting Manager. The final version of the Form 990 is distributed via email to the organization's Board of Directors for review and comments over a two day period prior to filing. Management answers all questions and incorporates the changes, if necessary, into the Form 990 prior to filing. After two days, the review period is closed. Form 990, Part VI, Line 12c Conflict of interest policy Conflict of interest forms are completed annually by officers, directors and key employees and are presented to the Board for approval. When a potential conflict arises during the year, the officer, director or key employee is responsible for updating the conflict of interest form and the revised form is provided to the Board for approval. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Line 15a Process to establish compensation of top management official The organization utilizes the services of Payscale,Inc. to perform regular independent compensation studies for all officers and key employees and the results are provided to the Administrative committee of the board for review and approval. The approval process is documented in the minutes. Form 990, Part VI, Line 15b Process to establish compensation of other employees See narrative for Form 990, Part VI, Line 15a Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy, and audited financial statements are available upon request. Form 990, Part VII, Section A, Line 1a Many of the officers and directors provide services to affiliated organizations. The hours shown are specific to this organization but the compensation is total compensation for services provided to all of the affiliated organizations. Form 990, Part VII, Section A, Line 1a Independent Board Members: Board members Daniel Vagle, Dale Turner, Don Morgan, Larry Smith and Jenny Kennedy were reasonably compensated solely for their services provided in their capacity as members of the governing body. Therefore, they meet the definition of an independent board member per the Form 990 instructions. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Misc. Income - Total Revenue: 25531, Related or Exempt Function Revenue: 25531, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in investment in captive insurance - 104427; Bethesda Foundation 15475 Gleneagle Drive Colorado Springs CO 80921 470497753 Senior Living NE 501(c)(3) 10 NA false BSLC II 15476 Gleneagle Drive Colorado Springs CO 80921 452666295 Assisted Living NE 501(c)(3) Type I Bethesda Foundation false LifeStream Complete Senior Living Inc 11555 West Peoria Avenue Youngtown AZ 85363 237458267 Assisted Living AZ 501(c)(3) 10 NA false LifeStream Complete Senior Living at Thunderbird Inc 11555 West Peoria Avenue Youngtown AZ 85363 860739097 Assisted Living AZ 501(c)(3) 10 NA false LifeStream Complete Senior Living at NorthEast Phoenix Inc 11555 West Peoria Avenue Youngtown AZ 85363 860682800 Assisted Living AZ 501(c)(3) 10 NA false LifeStream Complete Senior Living at Sunridge Inc 11555 West Peoria Avenue Youngtown AZ 85363 860712529 Assisted Living AZ 501(c)(3) 10 NA false Sun Valley Lodge 12415 N 103rd Ave Sun City AZ 85351 861099887 Assisted Living AZ 501(c)(3) 10 NA false Bethesda Real Estate Company 15475 Gleneagle Dr Colorado Springs CO 80921 841133889 Real Estate Management CO Bethesda Associates C Corporation 55346 588551 1 true true false false true false false false false false true false true false true true true true true true Bethesda Real Estate Company A 7063 Book value Bethesda Real Estate Company D 908863 Book value Bethesda Real Estate Company R 676811 Book value Bethesda Real Estate Company S 554738 Book value