Nonprofit · EIN 42-0752685
BARTELS LUTHERAN HOME
Tax-exempt · WAVERLY, IA 50677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $18,659,850 | $17,127,754 | $1,532,096 | $44,562,117 | $36,364,846 | $8,197,271 |
| December 31, 2024 | 990 | $14,522,024 | $15,669,405 | -$1,147,381 | $42,207,700 | $35,842,831 | $6,364,869 |
| December 31, 2023 | 990 | $14,170,458 | $14,756,938 | -$586,480 | $41,682,842 | $34,307,716 | $7,375,126 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,407,206
- of which government grants
- $2,743,320
- Program service revenue
- $14,985,014
- Investment income
- $267,630
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $302,817
- Other salaries and wages
- $8,713,927
- Salaries, compensation and benefits (total)
- $10,504,902
- Professional fundraising fees
- $0
- Occupancy
- $1,130,047
- Depreciation
- $1,875,763
- Program services (functional)
- $14,838,860
- Management and general (functional)
- $2,288,894
Balance sheet and other
- Total assets, start of year
- $42,207,700
- Total assets, end of year
- $44,562,117
- Total liabilities, end of year
- $36,364,846
- Net assets, end of year
- $8,197,271
- Land, buildings and equipment
- $36,495,073
- Net assets without donor restrictions
- $7,873,661
- Net assets with donor restrictions
- $323,610
- Gross receipts
- $18,659,850
- Employees
- 359
- Volunteers
- 118
- Year formed
- 1950
- State of legal domicile
- IA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAULA GEISE | PRESIDENT/CE Officer | 40 | $191,247 | $34,790 |
| VERONICA SHEA | ADMINISTRATO Highest-paid employee | 40 | $133,447 | $6,411 |
| PEGGY ZUMBACH | CFO Officer | 40 | $111,570 | $22,591 |
| CYNTHIA BUSTOS | RN Highest-paid employee | 40 | $111,186 | $5,021 |
| SHEENA BLANCHARD | DON Highest-paid employee | 40 | $106,852 | $5,213 |
| SUSAN WHITSON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| REGINALD GREEN | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| SHELLY KRUMWIEDE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE CORSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEAU BUCHHOLZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICH MCBURNEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT LEISINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REED PEDERSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAULA GEISE | PRESIDENT/CE Officer | 40 | $199,338 | $25,155 |
| PEGGY ZUMBACH | CFO Officer | 40 | $113,966 | $15,473 |
| VERONICA SHEA | ADMINISTRATO Highest-paid employee | 40 | $122,533 | $3,935 |
| SHEENA BLANCHARD | CO DON Highest-paid employee | 40 | $109,493 | $3,498 |
| SUSAN WHITSON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| REGINALD GREEN | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| SHELLY KRUMWEIDE | TREASURER/SE Trustee or director, Officer | 1 | $0 | $0 |
| BEAU BUCHOLZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV MARK ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE CORSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICH MCBURNEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT LEISINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAULA GEISE | PRESIDENT/CE Officer | 40 | $162,892 | $36,941 |
| PEGGY ZUMBACH | CFO Officer | 40 | $97,685 | $18,935 |
| SHEENA BLANCHARD | ADON Highest-paid employee | 40 | $104,283 | $4,182 |
| VERONICA SHEA | ADMINISTRATO Highest-paid employee | 40 | $103,610 | $4,602 |
| REV MARK ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM BRICKMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB BRUNKHORST | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 |
| BEAU BUCHOLZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE CORSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REGINALD GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELLY KRUMWEIDE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRED WALDSTEIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN WHITSON | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1922 5TH AVE NW, WAVERLY, IA 50677-1903
- Principal officer (990 for 2025)
- PAULA GEISE, 1922 5TH AVE NW, WAVERLY, IA 50677
- Signed the 990
- PAULA GEISE, PRESIDENT/CEO
- Phone
- (319) 352-4540
- Website
- WWW.BARTELSCOMMUNITY.ORG
- Return prepared by
- RYUN GIVENS & COMPANY PC
Mission
BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENRICHES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.
Program accomplishments
- BARTELS LUTHERAN HOME PROVIDES A CONTINUUM OF CARE INCLUDING 100 LICENSED NURSING BEDS INCLUDING 30 CCDI BEDS. IN ADDITION THERE ARE 30 ASSISTED LIVING, 20 ASSISTED LIVING - MEMORY CARE AND 128 INDEPENDENT LIVING UNITS.Expenses $14,838,860 · revenue $14,985,014
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0752685
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $44,562,117
- Income (IRS master file)
- $18,659,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $18,659,850 | $17,127,754 | $44,562,117 | XML |
| 990 | December 2024 | $14,522,024 | $15,669,405 | $42,207,700 | XML |
| 990 | December 2023 | $14,170,458 | $14,756,938 | $41,682,842 | XML |
| 990 | December 2022 | $12,204,460 | $14,677,738 | $41,023,318 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 42-0752685).
Questions about BARTELS LUTHERAN HOME
- What is the EIN of BARTELS LUTHERAN HOME?
- The employer identification number (EIN) of BARTELS LUTHERAN HOME is 42-0752685.
- Is BARTELS LUTHERAN HOME tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Which annual return does BARTELS LUTHERAN HOME 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 BARTELS LUTHERAN HOME due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARTELS LUTHERAN HOME last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BARTELS LUTHERAN HOME?
- The 990 for the year ended December 31, 2025 names PAULA GEISE.
- Who are the officers and directors of BARTELS LUTHERAN HOME?
- The 990 for the year ended December 31, 2025 lists 14 people; 5 received compensation from the organization, the highest $191,247 (PAULA GEISE, PRESIDENT/CE).
- How much revenue does BARTELS LUTHERAN HOME have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $18,659,850, expenses of $17,127,754 and total assets of $44,562,117 at year end.
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