Nonprofit · EIN 42-1251643
BARTELS LUTHERAN HOME FOUNDATION
Also known as C-O KAREN GRIGGS ADMINISTRATOR
Tax-exempt · WAVERLY, IA 50677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $494,211 | $332,439 | $161,772 | $7,918,369 | $26,217 | $7,892,152 |
| December 31, 2024 | 990 | $348,079 | $310,761 | $37,318 | $7,208,305 | $17,259 | $7,191,046 |
| December 31, 2023 | 990 | $186,053 | $306,780 | -$120,727 | $6,611,069 | $13,363 | $6,597,706 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,075
- Program service revenue
- $0
- Investment income
- $492,136
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $325,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $624
- Program services (functional)
- $325,000
- Management and general (functional)
- $7,439
Balance sheet and other
- Total assets, start of year
- $7,208,305
- Total assets, end of year
- $7,918,369
- Total liabilities, end of year
- $26,217
- Net assets, end of year
- $7,892,152
- Net assets without donor restrictions
- $5,312,433
- Net assets with donor restrictions
- $2,579,719
- Gross receipts
- $494,211
- Employees
- 0
- Year formed
- 1984
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAULA GEISE | PRESIDENT/CE Officer | 1 | $0 | $191,247 | $34,790 |
| PEGGY ZUMBACH | CFO Officer | 1 | $0 | $111,570 | $22,591 |
| SHELLY KRUMWIEDE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN WHITSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD MCBURNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REGINALD GREEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAULA GEISE | PRESIDENT/CE Officer | 1 | $0 | $199,338 | $25,155 |
| PEGGY ZUMBACH | CFO Officer | 1 | $0 | $113,966 | $15,473 |
| SHELLY KRUMWEIDE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN WHITSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD MCBURNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| REV MARK ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAULA GEISE | PRESIDENT/CE Officer | 1 | $0 | $162,892 | $36,941 |
| PEGGY ZUMBACH | CFO Officer | 1 | $0 | $97,685 | $18,935 |
| REV MARK ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAM BRICKMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BOB BRUNKHORST | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHELLY KRUMWEIDE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED WALDSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN WHITSON | TRUSTEE Trustee or director | 1 | $0 | $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
TO PROVIDE SUPPORT TO THE MISSION OF BARTELS LUTHERAN HOME, A CONTINUING CARE RETIREMENT COMMUNITY THAT ENRICHES LIVES THROUGH QUALITY SERVICE AND CHRISTIAN CARE.
Program accomplishments
- TO PROVIDE ONGOING SUPPORT OF BARTELS LUTHERAN HOME, A NON-PROFIT ORGANIZATION THAT PROVIDES NURSING HOME CARE FOR THE ELDERLYExpenses $325,000 · grants $325,000
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
- 42-1251643
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E91I)
- Group exemption
- 9386: EVANGELICAL LUTHERAN CHURCH IN AMERICA
- Assets (IRS master file)
- $7,918,369
- Income (IRS master file)
- $494,211
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $494,211 | $332,439 | $7,918,369 | XML |
| 990 | December 2024 | $348,079 | $310,761 | $7,208,305 | XML |
| 990 | December 2023 | $186,053 | $306,780 | $6,611,069 | XML |
| 990 | December 2022 | $214,669 | $281,104 | $5,930,297 | 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 42-1251643).
Questions about BARTELS LUTHERAN HOME FOUNDATION
- What is the EIN of BARTELS LUTHERAN HOME FOUNDATION?
- The employer identification number (EIN) of BARTELS LUTHERAN HOME FOUNDATION is 42-1251643.
- Is BARTELS LUTHERAN HOME FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Which annual return does BARTELS LUTHERAN HOME 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 BARTELS LUTHERAN HOME FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended December 31, 2025 names PAULA GEISE.
- Who are the officers and directors of BARTELS LUTHERAN HOME FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does BARTELS LUTHERAN HOME FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $494,211, expenses of $332,439 and total assets of $7,918,369 at year end.
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