BETHEL LUTHERAN HOME

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

JACKIE VOELKER

Phone

6052564539

Tax Period

2024-07-01 to 2025-06-30

BETHEL LUTHERAN HOME, founded in 1962, is a community nonprofit in the Human Services sector that reported $6.9M in total revenue in fiscal year 2024.

Mission

BETHEL LUTHERAN HOME IS A MINISTRY TO THE ELDERLY CONSISTING OF VARIOUS LEVELS OF CARE. ITS MISSION IS TO SUPPORT AND GROW THE ONGOING MINISTRY OF THE BETHEL COMMUNITY THROUGH THE SHARING OF TIME, TALENT, AND TREASURE.

Program Service Accomplishments

Program 1

Expenses: $5,580,700 Revenue: $6,783,703

BETHEL LUTHERAN HOME OPERATES A SKILLED/SUB-ACUTE CARE NURSING HOME THAT CONSISTS OF 59 BEDS, ALL OF WHICH ARE MEDICAID AND MEDICARE CERTIFIED. IN ADDITION, THE ORGANIZATION HAS A 16-UNIT CONGREGATE HOUSING ADDITION, A 16-BED ASSISTED LIVING CENTER, 4 COTTAGE HOMES, AND 6 PATIO HOMES. DURING FY 2025, BETHEL LUTHERAN HOME HAD 19,498 LONG-TERM CARE NURSING HOME DAYS AND 4,210 ASSISTED LIVING DAYS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $93,270

Program Service Revenue $6,783,703

Investment Income $-31,761

Other Revenue $4,987

TOTAL REVENUE $6,850,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,974,800

Fundraising Expenses $49,959

Program Expenses $5,580,700

Other Expenses $3,203,999

TOTAL EXPENSES $7,178,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,850,199	$6,654,329	+0.0%
Expenses	$7,178,799	$7,045,010	+0.0%
Net Income	$-328,600	$-390,681	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

155

Volunteers

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

$98,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKIE VOELKER	PRESIDENT	0.50	Officer Director	$0	$0	$0
KARL BREDDIN	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
MARIA FELDHAUS	SECRETARY	0.50	Officer Director	$0	$0	$0
DAWN BARBER	TREASURER	0.50	Officer Director	$0	$0	$0
RAMONA HAYES	DIRECTOR	0.50	Director	$0	$0	$0
MARK ELLINGSON	DIRECTOR	0.50	Director	$0	$0	$0
PHIL HOFFMAN	DIRECTOR	0.50	Director	$0	$0	$0
BEBE ABRAHAM	DIRECTOR	0.50	Director	$0	$0	$0
NATALIE OLSON	DIRECTOR	0.50	Director	$0	$0	$0
KATHI JOHANNSEN	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN LINDLEY	DIRECTOR	0.50	Director	$0	$0	$0
NANCY BLOKER	DIRECTOR	0.50	Director	$0	$0	$0
JEREMIAH SCHNEIDER	ADMINISTRATOR/CEO (TERM MARCH 2025)	39.25	Officer	$97,288	$1,611	$98,899
GENE WOCKENFUSS	ADMINISTRATOR/CEO (BEG. MARCH 2025)	45.00	Officer	$0	$0	$0
STACY ULWELLING	STAFFING COORDINATOR	55.00	Highest	$116,911	$17,576	$134,487

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
2025	$6,850,199	$7,178,799	$8,078,914	$-328,600
2024	$6,654,329	$7,045,010	$7,097,405	$-390,681
2023	$6,370,947	$7,055,757	$7,301,852	$-684,810
2022	$6,802,626	$6,596,470	$8,161,520	$206,156
2021	$6,644,491	$6,172,452	$8,309,660	$472,039
2020	$6,908,337	$5,842,122	$7,510,057	$1,066,215
2019	$5,857,642	$6,205,489	$6,408,407	$-347,847
2018	$7,076,866	$5,834,200	$7,987,421	$1,242,666
2018	$5,918,227	$6,269,144	$6,489,483	$-350,917