2024-07-17T16:28:22-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2022-10-01 410693843 BETHESDA BETH 3202359532 901 SE WILLMAR AVENUE WILLMAR MN 56201 TAMALA GJERDE FINANCE DIRECTOR 3202359532 2024-07-16 1 TAMALA GJERDE 999009999 0 JUSTIN HARTERT P02236744 5074467100 2024-07-16 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHELLE HAEFNER 901 SE WILLMAR AVENUE WILLMAR MN 56201 41279063 0 X WWW.BETHESDAWILLMAR.COM X 1897 MN TO PROVIDE HOUSING AND NURSING SERVICES TO THE ELDERLY AND DISABLED. 12 12 761 65 19457 0 1279228 6516986 29276148 33736875 200193 371906 140609 295764 30896178 40921531 0 0 0 0 19698380 20520928 0 0 0 8946347 10281613 28644727 30802541 2251451 10118990 74888155 85805822 41841673 43152178 33046482 42653644 X SERVING OTHERS TOGETHER IN FAITH, COMMUNITY, AND LIFE. 0 0 22452377 0 27747815 BETHESDA IS LOCATED IN WILLMAR, MINNESOTA. IT OPERATES EXCLUSIVELY TO PROMOTE HEALTH, RELIGIOUS, AND GENERAL SOCIAL WELFARE OF PHYSICALLY AND MENTALLY DISADVANTAGED PERSONS, PRIMARILY THE ELDERLY. SERVICES ARE PROVIDED THROUGH GRAND, PARK VIEW VILLAGE, HOME HEALTH, AND DAY BREAK SERVICES. BETHESDA PROVIDES LONG-TERM SKILLED CARE IN A 246-BED LONG-TERM SKILLED NURSING HOME THAT PROVIDES A SPECIALIZED MEMORY LOSS CARE UNIT AND A SHORT-TERM REHABILITATION UNIT. FOR THE YEAR ENDED SEPTEMBER 30, 2023, BETHESDA HAD 68,037 RESIDENT DAYS AND 75.8% OCCUPANCY. 1635114 0 2061493 HOME HEALTH SERVICES PROVIDES IN-HOME HEALTH CARE, WHILE DAY BREAK SERVICES PROVIDES DAILY HEALTH CARE SUPPORT TO INDIVIDUALS WHO NEED HELP BUT REMAIN IN THE COMMUNITY. HOME HEALTH PROVIDES IN-HOME SKILLED NURSING, HOME HEALTH AIDE, HOMEMAKER SERVICES, PHYSICAL THERAPY, SPEECH THERAPY, AND OCCUPATIONAL THERAPY. THE ADULT DAY SERVICES INCLUDES HEALTH MONITORING AND EDUCATION, COMMUNITY RESOURCE EDUCATION AND LINKAGE, SOCIAL AND RECREATIONAL ACTIVITIES, CAREGIVERS RESPITE SUPPORT, TRANSPORTATION, AND MEALS. 2637320 0 3400072 NORTH POINTE IS A 70 UNIT INDEPENDENT, ENHANCED ASSISTED LIVING AND ENHANCED MEMORY CARE LIVING FACILITY IN NEW LONDON, MN. A NEEDS OF THE AREA'S AGING COMMUNITY THROUGH INDIVIDUALIZED LIVING OPTIONS, HEALTH AND WELLNESS SERVICES AND MODERN AMENITIES. FOR THE YEAR ENDED SEPT 30,2023 NORTH POINTE HAD AN AVERAGE OF 68 TENANTS AND 97.8%. 658251 0 527495 PARK VIEW VILLAGE IS A 20-UNIT ASSISTED LIVING FACILITY IN OLIVIA, MN. A 24-HOUR ON-SITE STAFF OFFERS PERSONAL ASSISTANCE, MEDICATION, MONITORING, AND MEALS. FOR THE YEAR ENDED SEPTEMBER 30, 2023. PARK VIEW VILLAGE HAD AN AVERAGE OF 19 TENANTS A MONTH AND 97% OCCUPANCY. 658251 0 527495 27383062 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 1 761 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X TAMALA GJERDE 3202359532 901 SE WILLMAR AVE WILLMAR MN 56201 ROGER AHRENHOLZ CHAIR 0.10 0.40 X X 0 0 0 MYRON BEHM CHAIR VICE 0.10 0.40 X X 0 0 0 SHERRI POOL SECRETARY 0.10 0.40 X X 0 0 0 LUTHER DYKEMA TREASURER 0.10 0.40 X X 0 0 0 JULIE KVEENE BOARD MEMBER 0.10 0.40 X 0 0 0 KAREN TUSHA MOHLIN BOARD MEMBER 0.10 0.40 X 0 0 0 PASTOR DEAN E JOHNSON BOARD MEMBER 0.10 0.40 X 0 0 0 DAVID GEHANT BOARD MEMBER 0.10 0.40 X 0 0 0 MICHAEL GILSON BOARD MEMBER 0.10 0.40 X 0 0 0 JOAN BLONIGAN CHRISTIANSON BOARD MEMBER 0.10 0.40 X 0 0 0 DR BETTY STREHLOW BOARD MEMBER 0.10 0.40 X 0 0 0 CHERYL JOHNSON BOARD MEMBER 0.10 0.40 X 0 0 0 MICHELLE HAEFNER CEO 32.00 8.00 X 310782 0 39249 ASHLEY BORMANN COO/ADMINISTRATOR 32.00 8.00 X 161531 0 35934 TAMALA GJERDE FINANCE DIRECTOR 32.00 8.00 X 86001 0 31962 SAM QUAM ADMINISTRATOR 40.00 8.00 X 117228 0 22836 JANA ANDERSON DON 40.00 0.00 X 109300 0 3657 CRYSTAL MORAN ADON 40.00 0.00 X 102493 0 33493 887335 0 167131 5 0 1 0 PRO REHAB 200 LEWIS AVE S STE 210 WATERTOWN MN 55388 THERAPY SERVICES 1137415 1 928514 5429986 158486 6516986 RESIDENT SERVICES 623000 33036218 33036218 MANAGEMENT FEE 541610 533734 533734 OTHER RESIDENT SERVICES 517000 166923 166923 33736875 395078 395078 329652 352824 -23172 -23172 -23172 3173 4708 -1535 -476 -1059 MEALS 722210 345430 345430 ENRICHMENT CENTER 722513 132886 19933 112953 WELLNESS CENTER 624110 -181017 -181017 297299 40921531 33736875 19457 648213 721561 721561 16172236 15191723 980513 213724 192191 21533 2164887 1946771 218116 1248520 1122730 125790 21470 21470 508335 508335 22337 22337 931064 910241 20823 242606 233879 8727 661004 294409 366595 51556 51556 1087182 985711 101471 16173 16173 113357 113357 941243 907386 33857 1829843 1764023 65820 282533 272370 10163 FOOD 1313825 1313825 LICENSES & SURCHARGES 995218 980849 14369 MEDICAL SUPPLIES 789742 789742 REPAIRS & MAINTENANCE 366350 353264 13086 107775 107775 30802541 27383062 3419479 0 13129983 16585490 1691819 2518114 505117 87407 70762569 20627655 48313381 50134914 3515459 3832043 342800 342800 2412944 1606055 4976652 10698999 74888155 85805822 1950038 2843481 410824 724891 730752 614236 74050 83576 38495744 38631348 180265 254646 41841673 43152178 X 33046482 42653644 33046482 42653644 74888155 85805822 X 10118990 370657 -882485 X X 0 1 X 1 1 1 X 164000 2019150 5175321 1279228 6516986 15154685 27428385 26900686 26059387 29276148 33736875 143401481 11977 7485 2459 349 2697 24967 27604362 28927321 31237167 30555725 40256558 158581133 0 0 0 158581133 140142 118781 112599 148358 395078 914958 140142 118781 112599 148358 395078 914958 287771 122236 127702 297293 835002 27744504 29333873 31472002 30831785 40948929 160331093 0.98910 0.99170 0.00570 0.00460 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL INCOME OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1503619 1503619 59896177 16060267 43835910 783038 522256 260782 6415227 4045132 2370095 2164508 2164508 50134914 DUE FROM RELATED PARTY 16842 USDA PAYMENT RESERVE 662809 USDA REPLACEMENT RESERVE 1031110 BOND FUND 143 FAIR VALUE INTEREST RATE SWAP 2589133 FEDERAL FUNDS RECEIVABLE 6398962 10698999 NOTE PAYABLE - RELATED PARTY 206671 DUE TO RELATED PARTY 47975 254646 X PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS ADVANCED BY RESIDENTS TO BE USED AT EACH RESIDENT'S DISCRETION. RESIDENT TRUST FUNDS ARE HELD BY THE ORGANIZATION ON BEHALF OF THEIR RESIDENTS. SECURITY DEPOSITS ARE HELD AS COLLATERAL AGAINST DAMAGED ROOMS. PART X, LINE 2: THE CORPORATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION'S ANNUAL TAX FILINGS ARE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR OTHER EXCISE TAXES. X X X X 0 0 0 0 0 0 0 0 0 MICHELLE HAEFNER CEO 310782 0 0 0 0 0 9054 0 30195 0 350031 0 0 0 ASHLEY BORMANN COO/ADMINISTRATOR 161531 0 0 0 0 0 5489 0 30445 0 197465 0 0 0 PART I, LINE 3 COMPENSATION OF THE CEO IS REVIEWED BY THE EXECUTIVE BOARD COMMITTEE. THEY USE AN INTERNAL SCALE WHICH IS BASED OFF OF COMPARABILITY DATA AND IS SUBSTANTIATED IN THEIR MEETING NOTES. THE COMPENSATION REVIEW WAS PERFORMED IN 2022. A CITY OF OLIVIA MINNESOTA 416005436 2008-04-22 2008000 ISSUED TO REFUND PRIOR ISSUANCE OF SERIES 2001 REVENUE BOND 0 0 0 A 1277248 2008000 40011 1967989 2008 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THE OFFICERS OF THE BOARD OF DIRECTORS. THIS COMMITTEE ONLY ACTS IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND AT ALL TIES IS SUBJECT TO THE CONTROL AND DIRECTION OF THE FULL BOARD OF DIRECTORS TO THE EXTENT DETERMINED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP. MEMBERSHIP CONSISTS OF CONGREGATIONS OF CHRISTIAN CHURCHES WHICH HAVE APPLIED FOR MEMBERSHIP AND ARE APPROVED BY THE BOARD OF DIRECTORS. IT ALSO CONSISTS OF INDIVIDUAL MEMBERS WHO ARE IN GOOD STANDING AT THE TIME OF THE ADOPTION OF THE BYLAWS, AND ADDITIONAL INDIVIDUAL MEMBERS WHO ARE MEMBERS AND ARE IN GOOD STANDING OF ANY CHRISTIAN CHURCH CONGREGATION. THEIR MEMBERSHIP MUST BE APPROVED BY THE BOARD OF DIRECTORS. EACH CONGREGATION SHALL BE ENTITLED TO THREE VOTING DELEGATES. CONGREGATIONS WITH MORE THAN 500 CONFIRMED MEMBERS WILL BE ENTITLED TO FOUR VOTING DELEGATES. EACH DELEGATE IS ENTITLED TO ONE VOTE AT ALL ANNUAL MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A EACH DELEGATE IS ENTITLED TO ONE VOTE AT ALL ANNUAL MEETINGS ON THE ELECTION OF THE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF BETHESDA MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, FINANCE DIRECTOR AND BOARD TREASURER HAVE REVIEWED THE FORM 990. THE FINAL FORM IS EMAILED TO THE BOARD MEMBERS PRIOR TO A BOARD MEETING WHERE AT THAT TIME THE BOARD WILL GIVE THE FINAL APPROVAL OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE KEY EMPLOYEES AND BOARD OF DIRECTORS. THE CEO REVIEWS THE ANNUAL DISCLOSURES FOR CONFLICTS AND DETERMINES IF ONE EXISTS. IF A CONFLICT OF INTEREST EXISTS, THAT INDIVIDUAL MUST ABSTAIN FROM VOTING ON THE ITEM IN CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY THE EXECUTIVE BOARD COMMITTEE. THEY USE AN INTERNAL SCALE WHICH IS BASED OFF OF COMPARABILITY DATA AND IS SUBSTANTIATED IN THEIR MEETING NOTES. THE COMPENSATION REVIEW WAS PERFORMED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN THE NET ASSETS OF THE FOUNDATION -806,889. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 279,408. FUNCTIONAL EXPENSE ELIMINATION PER AUDIT -355,004. FORM 990, PART XII, LINE 2C: THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. SUNRISE VILLAGE 901 SE WILLMAR AVENUE WILLMAR MN 56201 411670808 INDEPENDENT & ASSISTED LIVING MN 501(C)(3) 10 SEE PART VII 1 CENTENNIAL SQUARE 1015 SE WILLMAR AVE WILLMAR MN 56201 411804213 LOW INCOME HOUSING MN 501(C)(3) 10 SEE PART VII 1 BETHESDA FOUNDATION OF WILLMAR 901 SE WILLMAR AVE WILLMAR MN 56201 411457903 SUPPORT ORGANIZATION MN 501(C)(3) 12B SEE PART VII 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 1 1 1 0 0 SUNRISE VILLAGE E 206671 OUTSTANDING BALANCE SCHEDULE R PART II COLUMN F BETHESDA AND ITS RELATED ENTITIES LISTED IN SCHEDULE R, PART II ALL SHARE A COMMON BOARD OF DIRECTORS WHICH RELATES IN COMMON CONTROL OF EACH OF THE ENTITIES.