Nonprofit · EIN 39-1948898
BETHANY SHADOW WOODS INC
Tax-exempt · WAUPACA, WI 54981
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $889,824 | $576,136 | $313,688 | $2,677,020 | $1,623,480 | $1,053,540 |
| September 30, 2024 | 990 | $764,248 | $486,122 | $278,126 | $2,569,126 | $1,829,274 | $739,852 |
| September 30, 2023 | 990 | $693,342 | $465,772 | $227,570 | $2,539,902 | $2,078,176 | $461,726 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $863,207
- Investment income
- $22,330
- Net rental income
- -$3,954
- Other revenue
- $4,287
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $103,153
- Travel
- $126
- Depreciation
- $146,171
- Program services (functional)
- $368,234
- Management and general (functional)
- $207,902
Balance sheet and other
- Total assets, start of year
- $2,569,126
- Total assets, end of year
- $2,677,020
- Total liabilities, end of year
- $1,623,480
- Net assets, end of year
- $1,053,540
- Land, buildings and equipment
- $1,687,002
- Net assets without donor restrictions
- $1,053,540
- Gross unrelated business income
- -$9,171
- Gross receipts
- $974,550
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1961
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GREG REICHENBACH | ADMINISTRATOR/CEO Officer | 5 | $0 | $132,409 | $5,518 |
| MICHELE SLATER | DIRECTOR OF FINANCE Officer | 5 | $0 | $84,007 | $473 |
| BARB CONRADT | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| LORI CARLSON | VICE-PRESIDENT Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| SUE ABRAHAMSON | SECRETARY/TREASURER Trustee or director, Officer | 5 | $0 | $0 | $0 |
| HANNAH GUTHO | SECRETARY/TREASURER (TERM 12/24) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SHARON ANDERSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| DIANE BAKER | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KERRY LEE BLANKE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ERIC HENDRICKSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MIKE JACQUART | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KEITH WILLIAMS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHELLY SONTAG | ADMINISTRATOR/CEO (THRU 12/23) Officer | 5 | $0 | $152,935 | $24,421 |
| GREG REICHENBACH | ADMINISTRATOR/CEO Officer | 5 | $0 | $105,365 | $24,109 |
| MICHELE SLATER | FINANCE DIRECTOR Officer | 5 | $0 | $80,182 | $6,974 |
| SHEILA NELSON-SEYBOLD | ADMINISTRATOR/CEO (THRU 12/23) Officer | 5 | $0 | $34,598 | $0 |
| BARB CONRADT | PRESIDENT Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| JOE JONES | PRESIDENT (THRU JAN '24) Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| LORI CARLSON | VICE-PRESIDENT Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| HANNAH GUTHO | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SUE ABRAHAMSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| DIANE BAKER | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KERRY LEE BLANKE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ERIC HENDRICKSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MIKE JACQUART | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| VICKI NATZKE | DIRECTOR (THRU FEB '24) Trustee or director | 0.1 | $0 | $0 | $0 |
| KEITH WILLIAMS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHELLY SONTAG | ADMINISTRATOR/CEO Officer | 5 | $0 | $173,947 | $26,582 |
| MICHELE MAZEMKE | HUMAN RESOURCE DIRECTOR Officer | 5 | $0 | $75,736 | $5,619 |
| CINDY ZARDA | FINANCE DIRECTOR Officer | 5 | $0 | $34,194 | $2,750 |
| JOE JONES | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| BARB CONRADT | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| VICKI GROTH | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SUE ABRAHAMSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LORI CARLSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MIKE JACQUARDT | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| VICKI NATZKE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ERINN TUBBS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| DALE WILSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1226 BERLIN ST, WAUPACA, WI 54981-1991
- In care of
- % WILLIAM PARKER
- Principal officer (990 for 2024)
- MICHELE SLATER, 1226 BERLIN STREET, WAUPACA, WI 54981
- Signed the 990
- MICHELE SLATER, DIRECTOR OF FINANCE
- Phone
- (715) 258-5521
- Website
- WWW.BETHANYOFWAUPACA.COM
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
BETHANY SHADOW WOOD, INC.'S (THE "CORPORATION") PRIMARY ACTIVITY IS PROVIDING INDEPENDENT RETIREMENT LIVING FACILITIES AND SERVICES TO INDIVIDUAL'S AND/OR COUPLES WHO MEET CERTAIN AGE CRITERIA SET BY THE CORPORATION'S BOARD OF DIRECTORS.
Program accomplishments
- BETHANY SHADOW WOODS, INC. (THE "CORPORATION") OPERATES A COMPLEX CURRENTLY MADE UP OF 20 DUPLEXES, BUILT TO MEET THE NEEDS OF RESIDENTS. THE DUPLEXES ARE LOCATED WITHIN THE CITY LIMITS OF WAUPACA, WISCONSIN, ABOUT ONE BLOCK FROM BETHANY HOME, INC., A SKILLED NURSING FACILITY. THE CORPORATION'S RETIREMENT DUPLEXES OFFER APPROXIMATELY 1,050 SQUARE FEET OF LIVING SPACE ON THE MAIN FLOOR AND HAVE TWO BEDROOMS; A PATIO AREA; AND A SINGLE CAR GARAGE WITH SIDE STORAGE AREA IN ONE UNIT MODEL (34 TOTAL UNITS), AND 1,450 SQUARE FEET OF LIVING SPACE ON THE MAIN FLOOR WITH TWO BEDROOMS, TWO BATHROOMS, A PATIO AREA AND A DOUBLE CAR GARAGE IN THE SECOND UNIT MODEL (6 TOTAL UNITS). IN ADDITION, BETHANY SHADOW WOODS, INC. OPERATES A SINGLE-FAMILY HOME ON 139 SHADOW LAKE DRIVE WHICH FUNCTIONS THE SAME AS THE DUPLEXES WITH THE SAME CRITERIA. FINALLY, 150 SHADOW LAKE DRIVE OPERATES AS A SHORT-TERM RENTAL UNIT FOR RESIDENT/ FAMILY GATHERINGS AND OTHER SUPPORTIVE GROUPS. THE CORPORATION'S UNITS ARE DESIGNED WITH ALL ESSENTIAL SERVICES ON THE MAIN FLOOR SO THAT PEOPLE WITH IMPAIRED MOBILITY DO NOT HAVE TO USE THE STAIRS. THE STAIRWAYS TO THE LOWER LEVELS OF THE UNITS ARE EQUIPPED WITH HANDRAILS ON BOTH SIDES TO MAKE IT EASIER AND SAFER FOR RESIDENTS TO TRAVEL THEM. THE ENTRANCES OF THE UNITS ARE ALSO DESIGNED WITH NO STEPS MAKING IT EASY FOR INDIVIDUALS WITH LIMITED MOBILITY TO ACCESS THEIR HOMES. FOR AN ADDITIONAL FEE, THE CORPORATION PROVIDES MEALS AND HOUSEKEEPING. A COMPLIMENTARY SHOPPING AND ERRANDS PROGRAM IS AVAILABLE ON AN "AS-NEEDED" BASIS. IN ADDITION, SOCIAL WORK, CLINICAL ASSESSMENTS, AND LIMITED PREVENTATIVE SCREENINGS ARE AVAILABLE FOR NO CHARGE.THE CORPORATION PROVIDES "CARE-FREE LIVING". THE CORPORATION'S LIFE LEASE RESIDENTS PAY A MINIMUM MONTHLY SERVICE FEE, AND THIS FEE COVERS THE COSTS OF LAWN CARE, SNOW REMOVAL, GARBAGE SERVICE, WATER AND SEWER FEES, CABLE TELEVISION SERVICE, ALL EXTERIOR MAINTENANCE, MAINTENANCE ON ALL SUPPLIED APPLIANCES, CARETAKER SERVICES DURING TIMES THAT RESIDENTS ARE AWAY ON VACATION AND ALSO INCLUDES INSURANCE ON THE BUILDINGS. INDIVIDUALS WHO RENT OR LEASE ONE OF THE CORPORATION'S UNITS ALSO RECEIVE THE BENEFIT OF PRIORITY ADMISSION TO BETHANY PINES, AN ASSISTED LIVING FACILITY AND BETHANY HOME, INC., A SKILLED NURSING FACILITY LOCATED CLOSE TO THE CORPORATION'S COMPLEX. THIS BENEFIT HELPS THE CORPORATION'S RESIDENTS FEEL MORE SECURE, KNOWING THAT HEALTH CARE SERVICES ARE AVAILABLE A SHORT DISTANCE AWAY FROM THEIR CURRENT RESIDENCE.Expenses $368,234 · revenue $863,207
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 39-1948898
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Assets (IRS master file)
- $2,677,020
- Income (IRS master file)
- $974,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $889,824 | $576,136 | $2,677,020 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $764,248 | $486,122 | $2,569,126 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $693,342 | $465,772 | $2,539,902 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $600,599 | $478,583 | $2,606,223 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1948898).
Questions about BETHANY SHADOW WOODS INC
- What is the EIN of BETHANY SHADOW WOODS INC?
- The employer identification number (EIN) of BETHANY SHADOW WOODS INC is 39-1948898.
- Is BETHANY SHADOW WOODS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BETHANY SHADOW WOODS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BETHANY SHADOW WOODS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BETHANY SHADOW WOODS INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETHANY SHADOW WOODS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BETHANY SHADOW WOODS INC?
- The 990 for the year ended September 30, 2025 names MICHELE SLATER.
- Who are the officers and directors of BETHANY SHADOW WOODS INC?
- The 990 for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does BETHANY SHADOW WOODS INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $889,824, expenses of $576,136 and total assets of $2,677,020 at year end.
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