BETHANY LUTHERAN HOMES INC

EIN: 390909446 501(c)(3)

LA CROSSE, WI

Total Revenue
$40,621,449
Total Expenses
$35,936,508
Total Assets
$106,230,454
Net Assets
$51,343,795
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Financial Trends

Organization Details

Formation Year
1946
Legal Domicile
WI
Principal Officer
TODD WILSON
Phone
6084063880
Tax Period
2023-01-01 to 2023-12-31

BETHANY LUTHERAN HOMES INC, founded in 1946, is a mid-sized nonprofit that reported $40.6M in total revenue in fiscal year 2023. Expenses of $35.9M left a modest 12% surplus.

Mission

BETHANY LUTHERAN HOMES, INC. (THE ORGANIZATION) IS A BENEVOLENT CONTINUUM OF CARE RETIREMENT COMMUNITY COMPRISED OF NUMEROUS FACILITIES AND COMMUNITY OUTREACH PROGRAMS DESIGNED TO MEET THE CARE NEEDS OF THE ELDERLY AND DISABLED IN THE LA CROSSE, WI AREA. BETHANY IS A NON-PROFIT CORPORATION, EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) THROUGH ITS AFFILIATION WITH THE EVANGELICAL LUTHERAN CHURCH OF AMERICA.

Program Service Accomplishments

Program 1
Expenses: $11,713,447 Revenue: $13,686,256

SKILLED NURSING FACILITY (SNF) - BLH OWNS AND OPERATES A 123 BED SNF LOCATED IN LA CROSSE, WI WHICH OFFERS SPECIALIZED RESTORATIVE REHABILITATION FOR SHORT TERM STAYS, A SPECIALIZED MEMORY CARE UNIT...

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SKILLED NURSING FACILITY (SNF) - BLH OWNS AND OPERATES A 123 BED SNF LOCATED IN LA CROSSE, WI WHICH OFFERS SPECIALIZED RESTORATIVE REHABILITATION FOR SHORT TERM STAYS, A SPECIALIZED MEMORY CARE UNIT FOR ALZHEIMER'S AND DEMENTIA, AND END STAGE HOSPICE CARE. THERE WERE 34,928 DAYS OF CARE PROVIDED TO RESIDENTS IN 2023, WITH 16,149 OF THOSE DAYS (OR 46%) PROVIDED TO RESIDENTS ON MEDICAID WHICH DOES NOT PROVIDE ADEQUATE REIMBURSEMENT TO COVER THE COSTS OF CARE AND HOUSING. THIS SUBSIDIZED CARE AMOUNTED TO APPROXIMATELY 600,000 IN 2023.

Program 2
Expenses: $4,957,534 Revenue: $5,603,365

COMMUNITY BASED RESIDENTIAL FACILITIES (CBRF) AND RESIDENTIAL CARE APARTMENT COMPLEXES (RCAC) - BLH OWNS AND OPERATES THREE CBRF AND THREE RCAC FACILITIES IN THE LA CROSSE, WI AREA. THE CBRF...

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COMMUNITY BASED RESIDENTIAL FACILITIES (CBRF) AND RESIDENTIAL CARE APARTMENT COMPLEXES (RCAC) - BLH OWNS AND OPERATES THREE CBRF AND THREE RCAC FACILITIES IN THE LA CROSSE, WI AREA. THE CBRF FACILITIES ARE DESIGNED TO PROVIDE CARE TO THE ELDERLY WITH ALZHEIMER'S AND DEMENTIA IN A HOME-LIKE SETTING. RESIDENTS RECEIVE MEALS, MEDICAL MANAGEMENT, HOUSEKEEPING AND OTHER DAILY LIVING SERVICES BASED ON THEIR NEEDS. THERE WERE 38,998 DAYS OF CARE AND HOUSING PROVIDED TO RESIDENTS DURING 2023.

Program 3
Expenses: $16,695,935 Revenue: $18,346,279

EAGLE CREST NORTH AND EAGLE CREST SOUTH - TWO SIMILAR FACILITIES LOCATED IN ONALASKA, WI AND LA CROSSE, WI CONSISTING OF 262 INDEPENDENT LIVING APARTMENTS, 34 HIGH ACUITY ASSISTED LIVING (CBRF), 78...

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EAGLE CREST NORTH AND EAGLE CREST SOUTH - TWO SIMILAR FACILITIES LOCATED IN ONALASKA, WI AND LA CROSSE, WI CONSISTING OF 262 INDEPENDENT LIVING APARTMENTS, 34 HIGH ACUITY ASSISTED LIVING (CBRF), 78 ASSISTED LIVING (RCAC), AND 81 MEMORY CARE (CBRF) APARTMENTS IN TOTAL. A CENTRALLY LOCATED TOWN CENTER CONNECTS THE INDEPENDENT, ASSISTED LIVING, AND MEMORY CARE UNITS AND PROVIDES AMENITIES TO ENHANCE THE RESIDENTS' SOCIAL, PHYSICAL,AND SPIRITUAL WELL-BEING. THE TWO FACILITIES PROVIDED 148,936 DAYS OF HOUSING AND CARE TO THE RESIDENTS DURING 2023.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $27,307
Program Service Revenue $37,884,932
Investment Income $1,217,605
Other Revenue $1,491,605
TOTAL REVENUE $40,621,449

Expense Breakdown

Grants Paid $0
Salaries & Benefits $20,838,533
Fundraising Expenses $22,067
Program Expenses $33,428,976
Other Expenses $15,097,975
TOTAL EXPENSES $35,936,508

Year-over-Year Comparison

2023 2022 Change
Revenue $40,621,449 $38,132,880 +0.1%
Expenses $35,936,508 $32,628,967 +0.1%
Net Income $4,684,941 $5,503,913 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
845
Volunteers
98

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$959,310
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SEAN O'FLAHERTY PRESIDENT 1.00
Officer Director
$0 $0 $0
JOHN ROBINSON VICE PRESIDE 1.00
Officer Director
$0 $0 $0
PETE HANSEN TREASURER 1.00
Officer Director
$0 $0 $0
ANGELA STRANGEMAN SECRETARY 1.00
Officer Director
$0 $0 $0
LEAH MUDLER DIRECTOR 1.00
Director
$0 $0 $0
SARAH HAVENS DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL FLANAGAN DIRECTOR 1.00
Director
$0 $0 $0
ANNA PRINSEN DIRECTOR 1.00
Director
$0 $0 $0
JOE ZOELLNER DIRECTOR 1.00
Director
$0 $0 $0
TODD WILSON CEO 40.00
Officer
$390,061 $198,120 $588,181
TODD GARVES CFO 40.00
Officer
$263,367 $107,762 $371,129
CARIN MYHRE HUMAN RESOUR 40.00
Highest
$136,610 $25,792 $162,402
PATRICK SENZIG ADMINISTRATO 40.00
Highest
$138,720 $5,548 $144,268
MELISSA POHLMANN DIRECTOR OF 40.00
Highest
$110,007 $26,121 $136,128
CINDY CRAIG REGISTERED N 40.00
Highest
$108,273 $24,669 $132,942
CHRISTINA MCKITTRICK REGISTERED N 40.00
Highest
$102,576 $18,970 $121,546
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $40,621,449 $35,936,508 $106,230,454 $4,684,941
2022 $38,132,880 $32,628,967 $103,221,841 $5,503,913
2021 $37,603,425 $30,635,113 $102,810,906 $6,968,312
2020 $31,956,723 $29,203,820 $100,408,157 $2,752,903
2019 $26,886,154 $25,141,328 $91,108,903 $1,744,826
2018 $24,670,891 $24,572,012 $68,085,574 $98,879
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