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BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENRICHES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$14.5M
Program Spending
87%
of total expenses go to program services
Total Contributions
$494.7K
Total Expenses
▼$15.7M
Total Assets
$42.2M
Total Liabilities
▼$35.8M
Net Assets
$6.4M
Officer Compensation
→$313.3K
Other Salaries
$7M
Investment Income
$279.3K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
1
Clean Audits
1
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2021 | Clean | Unmodified (Clean) | $1.1M | No | 2024-04-05 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.1M
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $14.5M | $494.7K | $15.7M | $42.2M | $6.4M |
| 2023 | $14.2M | $599.5K | $14.8M | $41.7M | $7.4M |
| 2022 | $12.2M | $653.6K | $14.7M | $41M | $7.5M |
| 2021 | $12.3M | $714.9K |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Paula Geise | President/ce | 40 | $199.3K | $0 | $25.2K | $224.5K |
| Peggy Zumbach | CFO | 40 | $114K | $0 | $15.5K | $129.4K |
| Susan Whitson | President | 1 | $0 | $0 | $0 | $0 |
| Reginald Green | Vice Preside | 1 | $0 | $0 | $0 | $0 |
| Shelly Krumweide | Treasurer/se | 1 | $0 | $0 | $0 | $0 |
Paula Geise
President/ce
$224.5K
Hrs/Wk
40
Compensation
$199.3K
Related Orgs
$0
Other
$25.2K
Peggy Zumbach
CFO
$129.4K
Hrs/Wk
40
Compensation
$114K
Related Orgs
$0
Other
$15.5K
Susan Whitson
President
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Reginald Green
Vice Preside
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Shelly Krumweide
Treasurer/se
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Veronica Shea | Administrato | 40 | $122.5K | $0 | $3,935 | $126.5K |
| Sheena Blanchard | Co Don | 40 | $109.5K | $0 | $3,498 | $113K |
Veronica Shea
Administrato
$126.5K
Hrs/Wk
40
Compensation
$122.5K
Related Orgs
$0
Other
$3,935
Sheena Blanchard
Co Don
$113K
Hrs/Wk
40
Compensation
$109.5K
Related Orgs
$0
Other
$3,498
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Beau Bucholz | Director | 1 | $0 | $0 | $0 | $0 |
| Katie Schwartz | Director | 1 | $0 | $0 | $0 | $0 |
| Rev Mark Anderson | Director | 1 | $0 | $0 | $0 | $0 |
| Rich Mcburney | Director | 1 | $0 | $0 | $0 | $0 |
| Scott Leisinger | Director | 1 | $0 | $0 | $0 | $0 |
| Steve Corson | Director |
Beau Bucholz
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Katie Schwartz
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rev Mark Anderson
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $12.9M |
| $42.5M |
| $10.5M |
| 2020 | $15M | $2.9M | $13.5M | $42.5M | $11.2M |
| 2019 | $13.2M | $373.3K | $13.2M | $40.6M | $9.6M |
| 2018 | $11.7M | $556.3K | $12.2M | $39.6M | $9.6M |
| 2017 | $13.2M | $1.2M | $12.5M | $39.3M | $11.6M |
| 2016 | $13.6M | $1.2M | $12.5M | $37.3M | $10.9M |
| 2015 | $12.7M | $633K | $12.4M | $36.4M | $9.7M |
| 2014 | $13.4M | $1.2M | $11.9M | $35.7M | $9.5M |
| 2013 | $12.3M | $313.1K | $11.6M | $32.7M | $8.2M |
| 2012 | $11.9M | $438.2K | $10.9M | $31M | $7.5M |
| 2011 | $10.7M | $644K | $10M | $29.4M | $6.6M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
Rich Mcburney
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Scott Leisinger
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Steve Corson
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0