2025-08-12T14:55:11-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-10-01 411463499 SAMARITAN BETHANY FOUNDATION SAMA 5072895042 PO BOX 5947 ROCHESTER MN 559035947 KYLA BERG CO-CEO/MISSION LEADER 5072895042 2025-08-04 1 0 JUSTIN HARTERT P02236744 5074467100 2025-07-28 2023 2025-03-06 01:10:19Z KYLA BERG PO BOX 5947 ROCHESTER MN 559035947 278509 0 X WWW.SAMARITANBETHANY.COM X 1982 MN OPERATED TO BENEFIT AND ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC. 6 6 0 100 0 0 128896 137439 0 0 11439 104730 -785 17756 139550 259925 63184 16603 0 0 96115 80882 0 0 0 18846 11858 178145 109343 -38595 150582 1589455 1869759 335262 335626 1254193 1534133 THE FOUNDATION IS OPERATED FOR THE BENEFIT OF AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC. 0 0 16603 16603 0 THE FOUNDATION IS OPERATED FOR THE BENEFIT OF AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC. 16603 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X BRANDON MILLER 5072895042 PO BOX 5947 ROCHESTER MN 559035947 TIM VALEN PRESIDENT 1.00 0.00 X X 0 0 0 GREG SCHLIESMAN VICE PRESIDENT 1.00 0.00 X X 0 0 0 BEN TURNQUIST SEC/TREASURER 1.00 0.00 X X 0 0 0 PAUL PETERSON FORMER VICE PRESIDENT 1.00 0.00 X X 0 0 0 MAGGIE COOK DIRECTOR 1.00 0.00 X 0 0 0 SCOTT MOON DIRECTOR 1.00 0.00 X 0 0 0 JANE QUAINTANCE DIRECTOR 1.00 0.00 X 0 0 0 KEN RANDALL FORMER DIRECTOR 1.00 0.00 X 0 0 0 KYLA BERG ADMINISTRATOR/CO-CEO 1.00 40.00 X 0 95002 25694 RACHAEL MAXFIELD HOUSING MGR/CO-CEO 1.00 40.00 X 0 86230 16517 BRANDON MILLER CFO 1.00 40.00 X 0 107615 7439 SUSAN KNUTSON CEO - PART YEAR 1.00 40.00 X 0 140003 29206 DEAN STENEHJEM FORMER FOUNDATION DIRECTOR 40.00 1.00 X 0 20218 404 RITA HAWKINS-MOYER FOUNDATION DIRECTOR (5/6/24-8/30/24) 40.00 1.00 X 0 34960 28006 WAYNE STENBERG FOUNDATION DIRECTOR 40.00 1.00 X 0 0 0 0 484028 107266 0 0 1 0 0 137439 137439 20736 20736 83994 0 83994 83994 83994 36340 18584 17756 17756 259925 0 0 122486 X 16603 16603 58015 58015 22867 22867 5876 5876 2061 2061 2057 2057 LICENSES & PERMITS 1483 1483 MISCELLANEOUS EXPENSE 210 210 TRAINING & EDUCATION 171 171 109343 16603 92740 0 161460 138588 1427995 1731171 1589455 1869759 0 2455 335262 333171 335262 335626 X 334417 579167 919776 954966 1254193 1534133 1589455 1869759 150582 129358 0 X 0 1 X 1 0 X X 1 SAMARITAN BETHANY INC 411373420 10 1 16603 0 1 16603 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 70378 35188 291919 1 1 930051 144273 40187 1034137 920110 102437 92496 930051 867100 111390 58380 920110 820221 136987 90108 867100 795954 49245 24978 820221 0.35884 0.64116 0.00000 0 0 0 DUE TO SAMARITAN BETHANY 333171 333171 X PART V, LINE 4: TO PROVIDE SUPPORT TO THE ORGANIZATION AND PROGRAMS OF SAMARITAN BETHANY INC. PART X, LINE 2: BOTH SAMARITAN BETHANY, INC. AND SAMARITAN BETHANY FOUNDATION HAVE BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. BOTH ORGANIZATIONS FOLLOW THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED BY EITHER AS A RESULT OF THIS STANDARD. BOTH ORGANIZATIONS FILE AS TAX-EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. GOLF EVENT 36340 36340 1088 4584 10095 2817 36340 36340 1088 4584 10095 2817 18584 17756 1 SAMARITAN BETHANY INC PO BOX 5947 ROCHESTER MN 55903 411373420 501(C)(3) 16603 0 THE FOUNDATION IS OPERATED FOR THE BENEFIT OF/AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC. 1 0 PART I, LINE 2: FUNDS ARE RAISED BY THE FOUNDATION TO GRANT TO THE PARENT COMPANY, SAMARITAN BETHANY INC. FOR CERTAIN ITEMS AND PROJECTS. INVOICES FOR THE ITEMS ARE PRESENTED TO THE FOUNDATION, WHICH ARE PAID FOR ON BEHALF OF SAMARITAN BETHANY INC. 0 0 0 0 0 0 0 0 0 SUSAN KNUTSON CEO - PART YEAR 0 138874 0 367 0 762 0 8678 0 20528 0 169209 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND THEN PRESENTS IT TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CEO IS AWARE OF THE DIRECTORS, OFFICERS AND KEY EMPLOYEES INTERESTS AND CONTINUOUSLY MONITORS THEM. SHOULD SOMETHING COME UP AND A VOTE IS REQUIRED, THAT PERSON IS ASKED TO STATE THEIR POSITION AND IS ASKED TO ABSTAIN FROM VOTING AND/OR EXCUSED FROM THE ROOM FOR THE VOTE. THE PROCEEDINGS WOULD BE DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET THE ADMINISTRATOR'S, CEO'S AND CFO'S ANNUAL SALARY IS BASED ON A COMBINATION OF COMPARISON TO COMPARABLE ORGANIZATIONS THROUGH USE OF OUR TRADE ORGANIZATIONS ANNUAL COMPENSATION SURVEY AND ATTAINMENT IN THE CURRENT YEAR OF PREDEFINED PERFORMANCE OBJECTIVES SET FOR THE ADMINISTRATOR, CEO, AND CFO PERSONALLY AND THE ORGANIZATION. ALSO, THE STATE OF MINNESOTA HAS IN MOST YEARS DETERMINED AN AMOUNT OF PAY INCREASE, IF ANY, THAT CAN BE GIVEN TO EMPLOYEES AND WE HAVE ALSO CONSIDERED THIS AMOUNT IN DETERMINING TOP MANAGEMENT COMPENSATION. THIS PROCESS IS NORMALLY DONE PRIOR TO THE FISCAL YEAR START OF OCTOBER 1ST EACH YEAR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 7: SAMARITAN BETHANY FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE SALARY EXPENSES ON PAGE 10 OF THE FORM 990 ARE AMOUNTS THAT ARE ALLOCATED TO SAMARITAN BETHANY FOUNDATION FROM SAMARITAN BETHANY, INC. FOR SAMARITAN BETHANY FOUNDATION'S PORTION OF THE EXPENSES. SAMARITAN BETHANY INC 101 7TH STREET NW ROCHESTER MN 55901 411373420 PROVIDE HOUSING & NURSING CARE TO RESIDENTS OF A NURSING HOME & APT COMPLEX MN 501(C)(3) LINE 9 N/A 0 0 1 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0