2026-07-21T12:44:46-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2024-10-01 411670808 SUNRISE VILLAGE SUNR 3202359532 901 SE WILLMAR AVENUE WILLMAR MN 56201 TAMALA GJERDE FINANCE DIRECTOR 3202359532 2026-07-20 1 1 JUSTIN HARTERT P02236744 5074467100 2026-07-20 2024 2025-03-06 01:10:19Z MICHELLE HAEFNER 901 SE WILLMAR AVENUE WILLMAR MN 56201 3024167 0 X WWW.BETHESDALIVING.ORG X 1993 MN CONGREGATE HOUSING AND ASSISTED LIVING FACILITIES. 12 12 0 12 0 0 0 0 2719050 2893510 119499 92362 34929 38295 2873478 3024167 0 1675000 0 0 1070202 1083906 0 0 0 1254245 1202598 2324447 3961504 549031 -937337 5813909 4607861 1301690 1023387 4512219 3584474 X SERVING OTHERS TOGETHER IN FAITH, COMMUNITY AND LIFE. 0 0 3508856 1675000 2893510 SUNRISE VILLAGE PROVIDES HOUSING AND ASSISTED LIVING FOR THE ELDERLY BY OPERATING A 55-UNIT INDEPENDENT LIVING FACILITY AND A 37-UNIT ASSISTED LIVING FACILITY IN WILLMAR, MN. SUNRISE VILLAGE INDEPENDENT APARTMENTS PROVIDE HOUSING FOR THOSE WHO ARE 62 AND OLDER AND WANT A HIGH LEVEL OF INDEPENDENCE COMBINED WITH SECURITY AND FREEDOM FROM THE RESPONSIBILITIES OF YARDWORK, SNOW REMOVAL, AND MAINTENANCE. FOR THE YEAR ENDED 9/30/25, SUNRISE VILLAGE INDEPENDENT LIVING SERVED 55 PEOPLE AND AN OCCUPANCY OF 99.40%. SUNRISE VILLAGE ASSISTED LIVING APARTMENTS PROVIDE PRIVACY AND INDEPENDENCE AND ASSURANCE THAT PERSONALIZED ASSISTANCE IS AVAILABLE. THEY ARE IDEAL FOR OLDER PERSONS WHO NEED SUPPORTIVE SERVICES, BUT DO NOT NEED AROUND-THE-CLOCK NURSING CARE. FOR THE YEAR ENDED 9/30/25, SUNRISE VILLAGE ASSISTED LIVING SERVED 84 PEOPLE, AND HAD AN OCCUPANCY OF 98.20%. 3508856 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 2 0 1 0 0 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 0 0 0 MN X TAMMY GJERDE 3202145604 901 SE WILLMAR AVE WILLMAR MN 56201 ROGER AHRENHOLZ CHAIR 0.10 0.40 X X 0 0 0 MYRON BEHM VICE CHAIR 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 DIRECTOR 0.10 0.40 X 0 0 0 JOAN BLONIGAN CHRISTIANSON DIRECTOR 0.10 0.40 X 0 0 0 KAREN TUSHA MOHLIN DIRECTOR 0.10 0.40 X 0 0 0 PASTOR DEAN JOHNSON DIRECTOR 0.10 0.40 X 0 0 0 DAVID GEHANT DIRECTOR 0.10 0.40 X 0 0 0 MICHAEL GILSON DIRECTOR 0.10 0.40 X 0 0 0 DR BETTY STREHLOW DIRECTOR 0.10 0.40 X 0 0 0 CHERYL JOHNSON DIRECTOR 0.10 0.40 X 0 0 0 MICHELLE HAEFNER CEO 8.00 32.00 X 0 339910 40833 TAMALA GJERDE FINANCE DIRECTOR 8.00 32.00 X 0 99860 26300 TROY PEDERSON VP OF SENIOR HOUSING 8.00 32.00 X 0 142977 4827 SAM QUAM ADMINISTRATOR/VP OF OPERATIONS 8.00 32.00 X 0 142225 35137 0 724972 107097 0 0 1 0 0 TENANT REVENUE 623000 2893510 2893510 2893510 92362 92362 10370 0 10370 10370 10370 MANAGEMENT FEES 561000 26561 26561 MISCELLANEOUS INCOME 900099 1000 1000 GUEST MEALS 900099 364 364 27925 3024167 2893510 0 130657 1675000 1675000 881496 708299 173197 12274 9862 2412 125529 100865 24664 64607 51913 12694 4594 4594 179782 30997 148785 78381 41479 36902 249118 239013 10105 5051 5051 33627 32263 1364 255982 245598 10384 32370 31057 1313 FOOD 240744 240744 MEDICAL SUPPLIES 53400 52020 1380 REPAIRS AND MAINTENANCE 51849 49746 2103 DUES AND SUBSCRIPTIONS 3900 3900 13800 13800 3961504 3508856 452648 0 363080 172122 2439158 1653291 8714981 6604315 2307321 2110666 450485 471943 253865 199839 5813909 4607861 133345 227742 -1755 -1755 1071043 695343 99057 102057 1301690 1023387 X 4512219 3584474 4512219 3584474 5813909 4607861 -937337 9592 0 X 0 1 X 1 0 X 197212 87357 41415 325984 1879380 2244677 2591680 2719050 2893510 12328297 2076592 2332034 2633095 2719050 2893510 12654281 0 199314 191144 172657 563115 199314 191144 172657 563115 12091166 10597 10322 30211 127834 102732 281696 10597 10322 30211 127834 102732 281696 38658 357777 362559 26594 27925 813513 2125847 2700133 3025865 2873478 3024167 13749490 0.87940 0.87620 0.02050 0.01580 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME MANAGEMENT FEES GUEST MEALS 0 1 X 10996 10996 7899724 5959059 1940665 512545 396997 115548 259601 225511 34090 32115 22748 9367 2110666 X PART IV, LINE 2B: TENANT SECURITY DEPOSITS REPRESENT AMOUNTS WHICH WILL BE REFUNDED TO TENANTS, SUBJECT TO TERMS OF THEIR LEASE AGREEMENTS. TENANT SECURITY DEPOSITS ARE PLACED IN A SEGREGATED SAVINGS ACCOUNT. 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 EXCISE OTHER TAXES. 0 BETHESDA 901 SE WILLMAR AVENUE WILLMAR MN 56201 410693843 501(C)(3) 1675000 0 N/A N/A TO SUPPORT RELATED ORGANIZATION'S OPERATIONS 1 0 0 0 0 0 0 0 0 0 0 MICHELLE HAEFNER CEO 0 339910 0 0 0 0 0 10197 0 30636 0 380743 0 0 SAM QUAM ADMINISTRATOR/VP OF OPERATIONS 0 142225 0 0 0 0 0 4501 0 30636 0 177362 0 0 PART I, LINE 3 THE CEO IS COMPENSATED BY BETHESDA, A MINNESOTA NON-PROFIT RELATED ORGANIZATION. BETHESDA USES THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. COMPENSATION SURVEY 3. APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE A CITY OF WILLMAR MINNESOTA 416005645 2004-09-29 6315000 USED TO REFUND AND ADVANCE REFUND A PRIOR ISSUANCE. 0 0 0 A 5593456 6315000 126300 6186750 2001 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 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 TIMES 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 IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. 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 BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS MUST BE APPROVED BY THE MEMBERS. ANY PROPOSED CHANGES TO GOVERNING DOCUMENTS THAT RELATE TO AFFILIATION WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) AND/OR RECOGNITION BY THE LUTHERAN CHURCH, MISSOURI SYNOD, WILL BE SUBMITTED TO THE ELCA AND/OR LUTHERAN CHURCH, MISSOURI SYNOD, BOARD FOR HUMAN CARE MINISTRIES FOR REVIEW PRIOR TO APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, FINANCE DIRECTOR AND THE BOARD TREASURER REVIEWED THE FORM 990. THE FINAL FORM 990 WAS EMAILED TO THE BOARD PRIOR TO A BOARD MEETING WHERE THE BOARD HAD 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 DETERMINE 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 CEO IS COMPENSATED BY BETHESDA, A MINNESOTA NON-PROFIT RELATED ORGANIZATION. BETHESDA USES THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. COMPENSATION SURVEY 3. APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BETHESDA 901 SE WILLMAR AVENUE WILLMAR MN 56201 410693843 NURSING HOME MN 501(C)(3) LINE 10 SEE PART VII 1 CENTENNIAL SQUARE 1015 SE WILLMAR AVENUE WILLMAR MN 56201 411804213 LOW INCOME HOUSING MN 501(C)(3) LINE 10 SEE PART VII 1 BETHESDA FOUNDATION OF WILLMAR 901 SE WILLMAR AVENUE WILLMAR MN 56201 411457903 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 12B, II SEE PART VII 1 0 0 1 1 1 0 0 0 0 1 1 1 1 1 1 1 0 0 0 SCHEDULE R, PART II, COLUMN F SUNRISE VILLAGE AND ITS RELATED ENTITIES LISTED IN SCHEDULE R, PART II ALL SHARE A COMMON BOARD OF DIRECTORS WHICH RESULTS IN COMMON CONTROL OF EACH OF THE ENTITIES.