Mission
TO PROVIDE SUPPORT TO THE MISSION OF BARTELS LUTHERAN HOME, A CONTINUING CARE RETIREMENT COMMUNITY THAT ENRICHES LIVES THROUGH QUALITY SERVICE AND CHRISTIAN CARE.
Public Charity
BARTELS LUTHERAN HOME MEMORIAL FOUNDATION
BARTELS LUTHERAN HOME MEMORIAL FOUNDATION, of WAVERLY, IA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $494K in revenue, $332K in expenses, $7.9M in total assets. IRS filings disclose 8 grants awarded by this foundation, totaling roughly $2.2M.
EIN: 421251643
WAVERLY, IA
Nursing Facilities
NTEE: E91
Latest filing: 2025
Total Revenue$494K
Total Expenses$332K
Total Assets$7.9M
Grants Given8
Grant Total$2.2M
Filing Years2020–2025
Where $100 goes at Bartels Lutheran Home Memorial Foundation
How Bartels Lutheran Home Memorial Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$98
Programs
the work itself
$2
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $98 for programs
$98
To provide ongoing support of bartels lutheran home, a non-profit organization that provides nursing home care for the elderly
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
TO PROVIDE SUPPORT F
$325,000
TO PROVIDE SUPPORT F
$310,000
BARTELS LUTHERAN HOME
TO PROVIDE SUPPORT F
$306,000
BARTELS LUTHERAN HOME
TO PROVIDE SUPPORT F
$280,000
TO PROVIDE SUPPORT FOR BARTELS LUTHERAN HOME
$260,000
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
PRESIDENT/CE
Paula Geise
CFO
Peggy Zumbach
TRUSTEE
Reginald Green
TRUSTEE
Richard Mcburney
CHAIR
Shelly Krumwiede
TRUSTEE
Susan Whitson
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $494K | $332K | $7.9M |
| 2024 | $348K | $311K | $7.2M |
| 2023 | $186K | $307K | $6.6M |
| 2022 | $215K | $281K | $5.9M |
| 2020 | $224K | $263K | $6.6M |
Between 2020 and 2025, reported annual revenue grew from $224K to $494K (+121%), with total assets most recently reported at $7.9M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in IA.
IA
Full geographic grant map with state-by-state breakdown available with membership.