Nonprofit · EIN 41-1463499
SAMARITAN BETHANY FOUNDATION
Tax-exempt · ROCHESTER, MN 55903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $409,100 | $255,150 | $153,950 | $2,147,636 | $397,509 | $1,750,127 |
| September 30, 2024 | 990 | $259,925 | $109,343 | $150,582 | $1,869,759 | $335,626 | $1,534,133 |
| September 30, 2023 | 990 | $139,550 | $178,145 | -$38,595 | $1,589,455 | $335,262 | $1,254,193 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $354,846
- Program service revenue
- $0
- Investment income
- $61,054
- Net gain from sales of assets
- $29,106
- Net income from fundraising events
- -$6,800
- Other revenue
- -$6,800
Expenses
- Grants and similar amounts paid
- $154,409
- Other salaries and wages
- $66,136
- Salaries, compensation and benefits (total)
- $89,171
- Professional fundraising fees
- $0
- Program services (functional)
- $154,409
- Management and general (functional)
- $100,741
Balance sheet and other
- Total assets, start of year
- $1,869,759
- Total assets, end of year
- $2,147,636
- Total liabilities, end of year
- $397,509
- Net assets, end of year
- $1,750,127
- Publicly traded securities
- $1,766,172
- Net assets without donor restrictions
- $819,512
- Net assets with donor restrictions
- $930,615
- Gross receipts
- $427,708
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1982
- State of legal domicile
- MN
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 |
|---|---|---|---|---|---|
| KYLA BERG | ADMINISTRATOR/CO-CEO Officer | 1 | $0 | $120,965 | $29,268 |
| RACHAEL MAXFIELD | HOUSING MGR/CO-CEO Officer | 1 | $0 | $112,478 | $20,413 |
| BRANDON MILLER | CFO Officer | 1 | $0 | $116,008 | $8,171 |
| RITA HAWKINS-MOYER | FOUNDATION DIRECTOR - PART YEAR Officer | 40 | $0 | $30,736 | $19,908 |
| WAYNE STENBERG | FOUNDATION DIRECTOR Officer | 40 | $0 | $21,792 | $6,409 |
| SUSAN KNUTSON | CEO - PART YEAR Officer | 1 | $0 | $17,759 | $1,100 |
| GREG SCHLIESMAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SCOTT MOON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOSH HAYNES | SEC/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BEN TURNQUIST | SEC/TREASURER - PART YEAR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MAGGIE COOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KELLY MCRAE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANE QUAINTANCE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIM VALEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATIE ZAHASKY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN KNUTSON | CEO - PART YEAR Officer | 1 | $0 | $140,003 | $29,206 |
| KYLA BERG | ADMINISTRATOR/CO-CEO Officer | 1 | $0 | $95,002 | $25,694 |
| BRANDON MILLER | CFO Officer | 1 | $0 | $107,615 | $7,439 |
| RACHAEL MAXFIELD | HOUSING MGR/CO-CEO Officer | 1 | $0 | $86,230 | $16,517 |
| RITA HAWKINS-MOYER | FOUNDATION DIRECTOR (5/6/24-8/30/24) Officer | 40 | $0 | $34,960 | $28,006 |
| DEAN STENEHJEM | FORMER FOUNDATION DIRECTOR Officer | 40 | $0 | $20,218 | $404 |
| TIM VALEN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREG SCHLIESMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BEN TURNQUIST | SEC/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL PETERSON | FORMER VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MAGGIE COOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT MOON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANE QUAINTANCE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEN RANDALL | FORMER DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WAYNE STENBERG | FOUNDATION DIRECTOR Officer | 40 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN KNUTSON | CEO Officer | 1 | $0 | $143,124 | $30,157 |
| KYLA BERG | ADMINISTRATOR/CO-CEO Officer | 1 | $0 | $94,427 | $25,982 |
| BRANDON MILLER | CFO Officer | 1 | $0 | $108,245 | $7,062 |
| RACHAEL MAXFIELD | HOUSING MGR/CO-CEO Officer | 1 | $0 | $79,352 | $5,581 |
| DEAN STENEHJEM | FOUNDATION DIRECTOR Officer | 40 | $0 | $35,820 | $654 |
| TIM VALEN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL PETERSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BEN TURNQUIST | SEC/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEN RANDALL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREG SCHLIESMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MAGGIE COOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT MOON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANE QUAINTANCE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5947, ROCHESTER, MN 55903-5947
- Principal officer (990 for 2024)
- KYLA BERG, PO BOX 5947, ROCHESTER, MN 559035947
- Signed the 990
- KYLA BERG, CO-CEO/MISSION LEADER
- Phone
- (507) 289-5042
- Website
- WWW.SAMARITANBETHANY.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE FOUNDATION IS OPERATED FOR THE BENEFIT OF AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC.
Program accomplishments
- THE FOUNDATION IS OPERATED FOR THE BENEFIT OF AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC.Expenses $154,409 · grants $154,409
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 41-1463499
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1984
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,147,636
- Income (IRS master file)
- $427,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $409,100 | $255,150 | $2,147,636 | XML |
| 990 | September 2024 | $259,925 | $109,343 | $1,869,759 | XML |
| 990 | September 2023 | $139,550 | $178,145 | $1,589,455 | XML |
| 990 | September 2022 | $163,324 | $174,524 | $1,702,537 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 41-1463499).
Questions about SAMARITAN BETHANY FOUNDATION
- What is the EIN of SAMARITAN BETHANY FOUNDATION?
- The employer identification number (EIN) of SAMARITAN BETHANY FOUNDATION is 41-1463499.
- Is SAMARITAN BETHANY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to SAMARITAN BETHANY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SAMARITAN BETHANY FOUNDATION 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 SAMARITAN BETHANY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMARITAN BETHANY FOUNDATION 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 SAMARITAN BETHANY FOUNDATION?
- The 990 for the year ended September 30, 2025 names KYLA BERG.
- Who are the officers and directors of SAMARITAN BETHANY FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does SAMARITAN BETHANY FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $409,100, expenses of $255,150 and total assets of $2,147,636 at year end.
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