Nonprofit · EIN 84-1087692
BETHESDA ASSOCIATES
Tax-exempt · COLORADO SPGS, CO 80920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $5,490,202 | $6,130,781 | -$640,579 | $35,805,047 | $6,107,475 | $29,697,572 |
| September 30, 2024 | 990 | $4,079,545 | $6,129,720 | -$2,050,175 | $37,451,555 | $7,279,999 | $30,171,556 |
| September 30, 2023 | 990 | $4,551,997 | $5,703,334 | -$1,151,337 | $37,008,081 | $8,172,863 | $28,835,218 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,462,827
- Investment income
- $1,284,713
- Net rental income
- -$257,349
- Net gain from sales of assets
- $783,912
- Other revenue
- -$257,338
Expenses
- Grants and similar amounts paid
- $16,765
- Compensation of officers, directors and key employees
- $1,496,908
- Other salaries and wages
- $2,218,988
- Salaries, compensation and benefits (total)
- $4,310,375
- Professional fundraising fees
- $0
- Legal fees
- $29,131
- Accounting fees
- $25,027
- Occupancy
- $361,270
- Travel
- $112,624
- Depreciation
- $95,953
- Program services (functional)
- $4,573,483
- Management and general (functional)
- $1,557,298
Balance sheet and other
- Total assets, start of year
- $37,451,555
- Total assets, end of year
- $35,805,047
- Total liabilities, end of year
- $6,107,475
- Net assets, end of year
- $29,697,572
- Land, buildings and equipment
- $3,800,429
- Publicly traded securities
- $9,584,551
- Net assets without donor restrictions
- $29,697,572
- Gross unrelated business income
- $71,081
- Gross receipts
- $14,947,722
- Employees
- 40
- Volunteers
- 0
- Year formed
- 1988
- 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 |
|---|---|---|---|---|---|
| DANA RASIC | PRESIDENT & DIRECTOR, CEO Trustee or director, Officer | 10 | $407,174 | $0 | $48,623 |
| NATHAN MERRILL | CFO, TREASURER & DIRECTOR Trustee or director, Officer | 10 | $311,825 | $0 | $48,024 |
| CHRISTI MILLER | DIRECTOR, VICE PRESIDENT OF HR Trustee or director | 20 | $227,426 | $0 | $20,487 |
| AUSTIN HARBACH | VP OF LEGAL & RISK, ASST. SECRETARY Officer | 5 | $157,189 | $0 | $17,488 |
| JOHN DANELUK | CONTROLLER Highest-paid employee | 2 | $127,402 | $0 | $29,492 |
| DON MORGAN | DIRECTOR (PART YEAR) Trustee or director | 2 | $0 | $70,167 | $3,385 |
| DANIEL VAGLE | DIRECTOR Trustee or director | 1 | $65,604 | $0 | $3,609 |
| DALE TURNER | DIRECTOR Trustee or director | 2 | $65,604 | $0 | $3,483 |
| LARRY SMITH | DIRECTOR Trustee or director | 2 | $0 | $32,775 | $4,981 |
| JENNY KENNEDY | SECRETARY Officer | 1.5 | $0 | $0 | $0 |
| TOM WORKMAN | ASSISTANT SECRETARY Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dana Rasic | President & Director Trustee or director, Officer | 10 | $364,389 | $0 | $43,634 |
| Nathan Merrill | CFO, VP, Treasurer & Director Trustee or director, Officer | 10 | $249,361 | $0 | $44,313 |
| Christi Miller | Vice President of HR Highest-paid employee | 5 | $161,006 | $0 | $17,377 |
| Steve Endicott | Vice President of IT Highest-paid employee | 40 | $138,592 | $0 | $17,934 |
| John Daneluk | Controller Highest-paid employee | 2 | $120,672 | $0 | $23,596 |
| Austin Harbach | Assistant Secretary Officer | 5 | $115,312 | $0 | $14,863 |
| Daniel Vagle | Director Trustee or director | 1 | $61,000 | $0 | $3,609 |
| Dale Turner | Director Trustee or director | 2 | $61,000 | $0 | $3,483 |
| Don Morgan | Director Trustee or director | 2 | $0 | $61,000 | $3,385 |
| Larry Smith | Director Trustee or director | 2 | $0 | $30,500 | $4,716 |
| Jenny Kennedy | Secretary Officer | 1.5 | $10,453 | $0 | $0 |
| Tom Workman | Assistant Secretary Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dana Rasic | President & Director Trustee or director, Officer | 10 | $365,551 | $0 | $40,800 |
| Nathan Merrill | CFO, VP, Treasurer & Director Trustee or director, Officer | 10 | $264,356 | $0 | $42,384 |
| Christi Miller | Vice President of HR Highest-paid employee | 40 | $165,308 | $0 | $16,567 |
| Steve Endicott | Vice President of IT Highest-paid employee | 40 | $150,123 | $0 | $4,889 |
| Connie Smith | Vice President of RM Highest-paid employee | 40 | $131,844 | $0 | $9,319 |
| Diane Wilson | Accounting Manager Highest-paid employee | 40 | $109,560 | $0 | $10,202 |
| Austin Harbach | Assistant Secretary Officer | 5 | $103,942 | $0 | $14,609 |
| Daniel Vagle | Director Trustee or director | 1 | $59,458 | $2,375 | $3,609 |
| Dale Turner | Director Trustee or director | 2 | $59,458 | $2,375 | $3,483 |
| Don Morgan | Director Trustee or director | 1 | $2,875 | $58,958 | $3,385 |
| Larry Smith | Director Trustee or director | 2 | $0 | $30,667 | $94 |
| Jenny Kennedy | Secretary Officer | 1.5 | $11,988 | $0 | $0 |
| Tom Workman | Assistant Secretary Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8595 EXPLORER DR, COLORADO SPGS, CO 80920-1012
- In care of
- % NATHAN MERRILL
- Principal officer (990 for 2024)
- DANA RASIC, 8595 EXPLORER DRIVE, COLORADO SPRINGS, CO 80920
- Signed the 990
- NATHAN MERRILL, CFO, TREASURER, DIRECTOR
- Phone
- (719) 481-0100
- Website
- WWW.BETHESDASENIORLIVING.COM
- Return prepared by
- CRI CAPIN CROUSE ADVISORS LLC
Mission
TO BE A SUPPORTING ORGANIZATION FOR BETHESDA FOUNDATION D/B/A BETHESDA SENIOR LIVING COMMUNITIES, A 501(C)(3) ORGANIZATION.
Program accomplishments
- PROVIDE ADMINISTRATIVE SERVICES RELATED TO OPERATIONS OF BETHESDA FOUNDATION, 501(C)(3) AFFILIATE, AND INVESTMENTS MADE TO PROVIDE FUNDING FOR THEIR CHARITABLE PURPOSES (ALSO INCLUDES ADMINISTRATIVE SERVICES RELATED TO BETHESDA REAL ESTATE COMPANY, A FOR-PROFIT AFFILIATE-SEE FORM 990-T).Expenses $4,556,718 · revenue $4,391,757
- CONTRIBUTIONS TO FURTHER THE EXEMPT PURPOSE OF BETHESDA FOUNDATION AND OTHER MISCELLANEOUS EXEMPT ORGANIZATIONS WITH A SIMILAR EXEMPT PURPOSE.Expenses $16,765 · grants $16,765
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
- 84-1087692
- 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
- 1989
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X120)
- Assets (IRS master file)
- $35,805,047
- Income (IRS master file)
- $14,947,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $5,490,202 | $6,130,781 | $35,805,047 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $4,079,545 | $6,129,720 | $37,451,555 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $4,551,997 | $5,703,334 | $37,008,081 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $4,415,709 | $5,399,363 | $33,491,370 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | 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 84-1087692).
Questions about BETHESDA ASSOCIATES
- What is the EIN of BETHESDA ASSOCIATES?
- The employer identification number (EIN) of BETHESDA ASSOCIATES is 84-1087692.
- Is BETHESDA ASSOCIATES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to BETHESDA ASSOCIATES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BETHESDA ASSOCIATES 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 BETHESDA ASSOCIATES 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 BETHESDA ASSOCIATES 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 BETHESDA ASSOCIATES?
- The 990 for the year ended September 30, 2025 names DANA RASIC.
- Who are the officers and directors of BETHESDA ASSOCIATES?
- The 990 for the year ended September 30, 2025 lists 11 people; 7 received compensation from the organization, the highest $407,174 (DANA RASIC, PRESIDENT & DIRECTOR, CEO).
- How much revenue does BETHESDA ASSOCIATES have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $5,490,202, expenses of $6,130,781 and total assets of $35,805,047 at year end.
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