Nonprofit · EIN 47-0649975
BEATRICE RETIREMENT INC
Tax-exempt · BEATRICE, NE 68310
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $751,994 | $498,718 | $253,276 | $3,372,245 | $101,735 | $3,270,510 |
| September 30, 2024 | 990 | $675,860 | $516,563 | $159,297 | $3,112,621 | $157,290 | $2,955,331 |
| September 30, 2023 | 990 | $1,029,341 | $454,219 | $575,122 | $2,695,492 | $112,065 | $2,583,427 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $631,985
- Investment income
- $120,009
- Net gain from sales of assets
- $66,557
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $75
- Accounting fees
- $7,735
- Occupancy
- $164,999
- Travel
- $753
- Depreciation
- $125,996
- Program services (functional)
- $379,069
- Management and general (functional)
- $119,649
Balance sheet and other
- Total assets, start of year
- $3,112,622
- Total assets, end of year
- $3,372,245
- Total liabilities, end of year
- $101,735
- Net assets, end of year
- $3,270,510
- Land, buildings and equipment
- $1,231,457
- Publicly traded securities
- $1,830,623
- Net assets without donor restrictions
- $3,270,510
- Gross receipts
- $877,431
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1982
- State of legal domicile
- NE
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 |
|---|---|---|---|---|---|
| RICK HARALDSON | BCH CEO Officer | 1 | $0 | $474,078 | $18,847 |
| CHAD JURGENS | BCH CFO Officer | 1 | $0 | $283,279 | $19,518 |
| JAMES ENSZ | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANA ROBERTSON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATTY KAUFMAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BECKY NIDAY | RESIDENT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES BAUER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LARRY THIMM | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK BATHEL | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICK HARALDSON | BCH CEO Officer | 1 | $0 | $455,671 | $18,755 |
| CHAD JURGENS | BCH CFO Officer | 1 | $0 | $266,897 | $16,228 |
| JAMES ENSZ | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANA ROBERTSON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATTY KAUFMAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BECKY NIDAY | RESIDENT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES BAUER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LARRY THIMM | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK BATHEL | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICK HARALDSON | BCH CEO Officer | 1 | $0 | $436,986 | $19,457 |
| CHAD JURGENS | BCH CFO Officer | 1 | $0 | $252,324 | $17,475 |
| PATTY KAUFMAN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES BAUER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LARRY THIMM | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES ENSZ | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANA ROBERTSON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARK BATHEL | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FLOICE MEYER | RESIDENT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2211 SUNSET DRIVE, BEATRICE, NE 68310-4336
- In care of
- % CHAD JURGENS CFO
- Principal officer (990 for 2024)
- CHAD JURGENS, 4800 HOSPITAL PKWY PO BOX 278, BEATRICE, NE 68310
- Signed the 990
- CHAD JURGENS, CFO
- Phone
- (402) 223-3946
- Return prepared by
- Forvis Mazars LLP
Mission
TO PROVIDE HOUSING FACILITIES TO MEET INDIVIDUAL NEEDS BY PROVIDING VARIOUS RETIREMENT LIVING OPTIONS. THE ORGANIZATION CURRENTLY OPERATES THE VILLA AT FLOWING SPRINGS WHICH IS A 45 UNIT CONGREGATE LIVING FACILITY FOR THE ELDERLY.
Program accomplishments
- BEATRICE RETIREMENT, INC. IS A HOUSING FACILITY FOR ELDERLY PERSONS. THE FACILITY, THE VILLA AT FLOWING SPRINGS, HAS 45 ONE- AND TWO-BEDROOM UNITS FOR RESIDENTS, AND LEASES TWO ADDITIONAL UNITS TO BUSINESSES OFFERING SERVICES TO THE RESIDENTS. THE VILLA PROVIDES ADDITIONAL SERVICES SPECIFICALLY DESIGNED TO MEET INDIVIDUAL PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF ITS RESIDENTS.Expenses $379,069 · revenue $631,985
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
- 47-0649975
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 1983
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,372,245
- Income (IRS master file)
- $877,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $751,994 | $498,718 | $3,372,245 | XML |
| 990 | September 2024 | $675,860 | $516,563 | $3,112,621 | IRS |
| 990 | September 2023 | $1,029,341 | $454,219 | $2,695,492 | XML |
| 990 | September 2022 | $593,488 | $365,680 | $2,089,362 | 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 47-0649975).
Questions about BEATRICE RETIREMENT INC
- What is the EIN of BEATRICE RETIREMENT INC?
- The employer identification number (EIN) of BEATRICE RETIREMENT INC is 47-0649975.
- Is BEATRICE RETIREMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Which annual return does BEATRICE RETIREMENT 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 BEATRICE RETIREMENT 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 BEATRICE RETIREMENT 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 BEATRICE RETIREMENT INC?
- The 990 for the year ended September 30, 2025 names CHAD JURGENS.
- Who are the officers and directors of BEATRICE RETIREMENT INC?
- The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does BEATRICE RETIREMENT INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $751,994, expenses of $498,718 and total assets of $3,372,245 at year end.
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