2026-08-27T14:20:41-04:00 2025-12-31 871438555 RYUN GIVENS & COMPANY PC 2900 100TH ST STE 303 URBANDALE IA 503223855 990 2025-01-01 421251643 BARTELS LUTHERAN HOME MEMORIAL FOUNDATION BART 3193524540 1922 5TH AVENUE NW WAVERLY IA 50677 PAULA GEISE PRESIDENT/CEO 3193524540 2026-08-25 KATHY A FRENCH P02443093 5152253141 2026-08-25 2025 2025-03-06 01:10:19Z PAULA GEISE 1922 5TH AVE NW WAVERLY IA 50677 494211 false X WWW.BARTELSCOMMUNITY.ORG X 1984 IA TO PROVIDE SUPPORT TO THE MISSION OF BARTELS LUTHERAN HOME, A CONTINUING CARE RETIREMENT COMMUNITY THAT ENRICHES LIVES THROUGH QUALITY SERVICE AND CHRISTIAN CARE. 4 4 0 0 2075 0 348079 492136 0 348079 494211 310000 325000 0 0 0 0 761 7439 310761 332439 37318 161772 7208305 7918369 17259 26217 7191046 7892152 TO PROVIDE SUPPORT TO THE MISSION OF BARTELS LUTHERAN HOME, A CONTINUING CARE RETIREMENT COMMUNITY THAT ENRICHES LIVES THROUGH QUALITY SERVICE AND CHRISTIAN CARE. false false 325000 325000 TO PROVIDE ONGOING SUPPORT OF BARTELS LUTHERAN HOME, A NON-PROFIT ORGANIZATION THAT PROVIDES NURSING HOME CARE FOR THE ELDERLY 325000 true false false false false false false false false true false true false false false true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false X 4 4 false false false false false false false true true false false true true true true true true false false false X X PEGGY ZUMBACH 3193524540 1922 5TH AVE NW WAVERLY IA 50677 SHELLY KRUMWIEDE CHAIR 1.00 X X 0 0 0 SUSAN WHITSON TRUSTEE 1.00 X 0 0 0 RICHARD MCBURNEY TRUSTEE 1.00 X 0 0 0 REGINALD GREEN TRUSTEE 1.00 X 0 0 0 PAULA GEISE PRESIDENT/CE 1.00 40.00 X 0 191247 34790 PEGGY ZUMBACH CFO 1.00 40.00 X 0 111570 22591 302817 57381 false true false 2075 2075 492136 492136 494211 492136 325000 325000 6350 6350 624 624 BANK CHARGES 465 465 332439 325000 7439 0 72281 74980 7089204 7799188 46820 44201 7208305 7918369 17259 26217 17259 26217 X 4937586 5312433 2253460 2579719 7191046 7892152 7208305 7918369 161772 539334 X false true X true false X X 1 BARTELS LUTHERAN HOME BARTELS LUTHERAN HOME 420752685 10 false 325000 0 1 325000 0 true false false false false false false false false false false false false false false true false 2253461 1855 459403 135000 2579719 1975437 408024 130000 2253461 1679699 424738 129000 1975437 2259983 -460284 120000 1679699 1982799 150 397033 120000 2259983 false false GENERAL FUNDS 7799188 F 7799188 X SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS." THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. false BARTELS LUTHERAN HOME 1922 5TH AVE NW WAVERLY IA 50677 420752685 501C3 325000 ACTUAL TO PROVIDE SUPPORT F false false false false false false false false false PAULA GEISE PRESIDENT/CEO 172720 18527 6271 28519 226037 FORM 990, PAGE 1, ITEM C BARTELS MEMORIAL FOUNDATION FORM 990, PAGE 6, PART VI, LINE 11B EACH BOARD MEMBER OF BARTELS LUTHERAN HOME (A RELATED ORGANIZATION) WILL RECIEVE AN ELECTRONIC COPY OF FORM 990 FOR THEIR REVIEW PRIOR TO SUBMISSION. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL DISCLOSURE OF CONFLICT OF INTEREST AND REQUIREMENT TO NOTIFY. BOARD MEMBERS ABSTAIN FROM VOTING ON MOTIONS THAT REPRESENT A CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE GUIDESTAR WEBSITE AND AT WWW.BARTELSCOMMUNITY.ORG. BARTELS LUTHERAN HOME 1922 5TH AVE NW WAVERLY IA 50677 420752685 LONG-TERM IA 501C3 10 NA false false true false false false false false false false false false false false false false false false false false BARTELS LUTHERAN HOME B 325000 ACTUAL AMOUNT PAID