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 2024 filing shows $14.5M in revenue, $15.7M in expenses, $42.2M in total assets. 11 publicly reported grants to this organization, totaling roughly $1.4M, appear in IRS filings.
EIN: 420752685
WAVERLY, IA
Latest filing: 2024
Total Revenue$14.5M
Total Expenses$15.7M
Total Assets$42.2M
Grant Records11
Funding Total$1.4M
Filing Years2019–2024
Sample Grants Received
TO PROVIDE SUPPORT F
$310,000
COVID 19 ASSISTANCE
$10,517
CHARITABLE
$42,000
COVID 19 ASSSISTANCE
$39,639
HUMAN SERVICES
$25,000
Showing up to 5 of 11 total records — full history available with membership.
Officers & Directors
DIRECTOR
Beau Bucholz
DIRECTOR
Katie Schwartz
PRESIDENT/CE
Paula Geise
CFO
Peggy Zumbach
VICE PRESIDE
Reginald Green
DIRECTOR
Rev Mark Anderson
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 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 |
| 2019 | $13.2M | $13.2M | $40.6M |
Between 2019 and 2024, reported annual revenue grew from $13.2M to $14.5M (+10%), with total assets most recently reported at $42.2M.
Interactive year-over-year charts and full filing details available with membership.