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Nonprofit · EIN 42-1014553

BETHANY LUTHERAN HEALTH SERVICES

Tax-exempt · COUNCIL BLFS, IA 51503

Financials

$16.9M$14.8M2022$13.3M$13.2M2023$12.7M$12.7M2024
Revenue Expenses · by fiscal year end
Financials of BETHANY LUTHERAN HEALTH SERVICES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$12,663,050$12,724,913-$61,863$5,554,211$1,961,608$3,592,603
September 30, 2024990$13,318,879$13,195,402$123,477$5,629,179$2,164,385$3,464,794
September 30, 2023990$16,867,551$14,785,965$2,081,586$5,796,358$2,210,507$3,585,851
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$12,663,042
Investment income
$8
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$7,373,512
Salaries, compensation and benefits (total)
$8,668,413
Professional fundraising fees
$0
Legal fees
$34,164
Accounting fees
$133,251
Occupancy
$425,984
Travel
$11,628
Depreciation
$389,909
Program services (functional)
$10,285,546
Management and general (functional)
$2,439,367

Balance sheet and other

Total assets, start of year
$5,629,179
Total assets, end of year
$5,554,211
Total liabilities, end of year
$1,961,608
Net assets, end of year
$3,592,603
Land, buildings and equipment
$3,456,020
Net assets without donor restrictions
$3,592,603
Gross receipts
$12,663,050
Employees
264
Volunteers
8
Year formed
1976
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JULIE MORENOPRESIDENT
Trustee or director, Officer
0.5$0
JOHN SWALWELLVICE PRESIDENT
Trustee or director, Officer
0.5$0
SHERRIE GUILLTREASURER
Trustee or director, Officer
0.5$0
DIANE CARLONSECRETARY
Trustee or director, Officer
0.5$0
JULIA BURRISDIRECTOR
Trustee or director
0.5$0
ALICE GOODELLDIRECTOR
Trustee or director
0.5$0
GREG STEENSLANDDIRECTOR
Trustee or director
0.5$0
SHARON WORTHINGTONDIRECTOR
Trustee or director
0.5$0
990 for the year ended September 30, 2024: 9 people
NameTitleHours / weekCompensation
JULIE MORENOPRESIDENT
Trustee or director, Officer
0.5$0
SHERRIE GUILLVICE PRESIDENT
Trustee or director, Officer
0.5$0
BILL RINGSVOLDTREASURER
Trustee or director, Officer
0.5$0
SHARON WORTHINGTONSECRETARY
Trustee or director, Officer
0.5$0
DIANE CARLONDIRECTOR
Trustee or director
0.5$0
ALICE GOODELLDIRECTOR
Trustee or director
0.5$0
JULIE BURRISDIRECTOR
Trustee or director
0.5$0
ART HILLDIRECTOR
Trustee or director
0.5$0
JOHN SWALWELLDIRECTOR
Trustee or director
0.5$0
990 for the year ended September 30, 2023: 7 people
NameTitleHours / weekCompensation
ROD CARNAHANPRESIDENT
Trustee or director, Officer
0.5$0
JULIE MORENOVICE PRESIDENT
Trustee or director, Officer
0.5$0
NANCY RUFFCORNTREASURER
Trustee or director, Officer
0.5$0
SHERRIE GUILLSECRETARY
Trustee or director, Officer
0.5$0
WILLIAM RINGSDORFDIRECTOR THROUGH DECEMBER
Trustee or director
0.5$0
SHARON WORTHINGTONDIRECTOR THROUGH DECEMBER
Trustee or director
0.5$0
JULIE BURRISDIRECTOR
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
7 ELLIOTT ST, COUNCIL BLFS, IA 51503-0239
Principal officer (990 for 2024)
DAN SPELLERBERG, 7 ELLIOTT ST, COUNCIL BLUFFS, IA 51530
Signed the 990
DAN SPELLERBERG, CFO
Phone
(712) 328-9500
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO PROVIDE NURSING CARE, HOUSING, HEALTH CARE AND FINANCIAL SERVICES TO ELDERLY RESIDENTS AT THE LOWEST FEASIBLE COST.

990 for the year ended September 30, 2025

Program accomplishments

  • BETHANY LUTHERAN HOME, A 121 BED NURSING CARE FACILITY, AND BETHANY LUTHERAN HEIGHTS, A 60 UNIT CONGREGATE LIVING FACILITY, PROVIDING NURSING CARE, HOUSING, HEALTH CARE AND FINANCIAL SERVICES TO ELDERLY RESIDENTS AT THE LOWEST FEASIBLE COST.
    Expenses $10,285,546 · revenue $12,663,042

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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
42-1014553
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Suspense
Donations deductible (Pub 78)
Charity of unknown status, 50% limit
Exempt since
1975
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,554,211
Income (IRS master file)
$12,663,050

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$12,663,050$12,724,913$5,554,211XML
990September 2024$13,318,879$13,195,402$5,629,179XML
990September 2023$16,867,551$14,785,965$5,796,358XML
990September 2022$11,098,610$14,472,728$7,795,518IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 42-1014553).

Questions about BETHANY LUTHERAN HEALTH SERVICES

What is the EIN of BETHANY LUTHERAN HEALTH SERVICES?
The employer identification number (EIN) of BETHANY LUTHERAN HEALTH SERVICES is 42-1014553.
Is BETHANY LUTHERAN HEALTH SERVICES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to BETHANY LUTHERAN HEALTH SERVICES tax-deductible?
Yes. It is listed in IRS Publication 78 (Charity of unknown status, 50% limit).
Which annual return does BETHANY LUTHERAN HEALTH SERVICES 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 LUTHERAN HEALTH SERVICES 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 BETHANY LUTHERAN HEALTH SERVICES 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 LUTHERAN HEALTH SERVICES?
The 990 for the year ended September 30, 2025 names DAN SPELLERBERG.
Who are the officers and directors of BETHANY LUTHERAN HEALTH SERVICES?
The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does BETHANY LUTHERAN HEALTH SERVICES have?
On its 990 for the year ended September 30, 2025 it reported revenue of $12,663,050, expenses of $12,724,913 and total assets of $5,554,211 at year end.

Other nonprofits in COUNCIL BLFS

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