Bethany Lutheran Health Services
Nonprofit profile at a glance
- EIN
- 421014553
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Council Bluffs, IA, United States
- Phone
- 712-328-9500
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Affiliation
- Christianity
Reported finances
- Revenue
- $12,663,050
- Expenses
- $12,724,913
- Assets
- $5,554,211
- Liabilities
- $1,961,608
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- JULIE MORENO (PRESIDENT)
- JOHN SWALWELL (VICE PRESIDENT)
People named in this filing
- JULIE MORENO (PRESIDENT)
- JOHN SWALWELL (VICE PRESIDENT)
- SHERRIE GUILL (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Statement To provide compassionate, faith-based care that honors the dignity of every resident and tenant, fosters meaningful relationships, and serves our community through excellence in health services. Sponsoring Church Directory. 5. **Community Engagement** : Discover how BLHS interacts with the broader community. We’ll share stories of partnerships, volunteer initiatives, and ways you can get involved to support our mission. Our Commitment to Excellence At BLHS, we pride ourselves on offering a range of services designed to meet the diverse needs of our residents:.
What it reported doing in 2024
Bethany lutheran home, a 121 bed nursing care facility, and bethany lutheran heights, a 60 unit congregate living facility, providing nursing care, housing, health care and financial services to elderly residents at the lowest feasible cost.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 72
- Transparency & Controls: 92
- Accountability: 88
- Sustainability: 34
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 81.2%; rating input score 81
- Program expense ratio: 80.8%; rating input score 81
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 8th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -0.5%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 0.44; rating input score 13; 13th percentile among comparable filings
- Liabilities to assets ratio: 0.35; rating input score 41; 41st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 96; 96th percentile among comparable filings
Growth
- Program expense growth: 0.7% per year; rating input score 100; 13th percentile among comparable filings
- Revenue growth: 2.3% per year; rating input score 100; 20th percentile among comparable filings
- Asset growth: -2.8% per year; rating input score 0; 5th percentile among comparable filings
Details
- What they do: 1 operating location identified
- Where the money goes: 81.2% of revenue deployed · 80.8% of spending went to programs
- Governance: 8 of 8 board members independent · 5 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $10.3M in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Highest-paid contractors: 5 contractors listed · $1.7M reported
- Consistency: 29 of 30 current checks pass · 1 finding to review
- Schedules: 4 filed schedules
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 2 of 7 not reported.
- High — Sustainability: Operating margin scored 29/100.
- High — Sustainability: Total-asset coverage ratio scored 13/100.
- High — Growth: Asset growth scored 0/100.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 41/100.