Mission
BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENRICHES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.
Public Charity
BARTELS LUTHERAN HOME
BARTELS LUTHERAN HOME, of WAVERLY, IA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $18.7M in revenue, $17.1M in expenses, $44.6M in total assets. 12 publicly reported grants to this organization, totaling roughly $1.7M, appear in IRS filings.
EIN: 420752685
WAVERLY, IA
Supportive Housing for Older Adults
NTEE: P75
Latest filing: 2025
Total Revenue$18.7M
Total Expenses$17.1M
Total Assets$44.6M
Grant Records12
Funding Total$1.7M
Filing Years2020–2025
Where $100 goes at Bartels Lutheran Home
How Bartels Lutheran Home divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$87
Programs
the work itself
$13
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 $87 for programs
$87
Bartels Lutheran Home provides a continuum of care including 100 licensed nursing beds including 30 ccdi beds
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 Received
TO PROVIDE SUPPORT F
$325,000
TO PROVIDE SUPPORT F
$310,000
COVID 19 ASSISTANCE
$10,517
CHARITABLE
$42,000
COVID 19 ASSSISTANCE
$39,639
Showing up to 5 of 12 total records — full history available with membership.
Officers & Directors
DIRECTOR
Beau Buchholz
RN
Cynthia Bustos
DIRECTOR
Katie Schwartz
PRESIDENT/CE
Paula Geise
CFO
Peggy Zumbach
DIRECTOR
Reed Pedersen
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $18.7M | $17.1M | $44.6M |
| 2024 | $14.5M | $15.7M | $42.2M |
| 2023 | $14.2M | $14.8M | $41.7M |
| 2022 | $12.2M | $14.7M | $41.0M |
| 2020 | $15.0M | $13.5M | $42.5M |
Between 2020 and 2025, reported annual revenue grew from $15.0M to $18.7M (+24%), with total assets most recently reported at $44.6M.
Interactive year-over-year charts and full filing details available with membership.