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 2024 filing shows $348K in revenue, $311K in expenses, $7.2M in total assets. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $1.9M.
EIN: 421251643
WAVERLY, IA
Latest filing: 2024
Total Revenue$348K
Total Expenses$311K
Total Assets$7.2M
Grants Given7
Grant Total$1.9M
Filing Years2019–2024
Sample Grants Given
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
TO PROVIDE SUPPORT FOR BARTELS LUTHERAN HOME
$260,000
Showing up to 5 of 7 total records — full history available with membership.
Officers & Directors
PRESIDENT/CE
Paula Geise
CFO
Peggy Zumbach
TRUSTEE
Rev Mark Anderson
TRUSTEE
Richard Mcburney
CHAIR
Shelly Krumweide
TRUSTEE
Susan Whitson
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $348K | $311K | $7.2M |
| 2023 | $186K | $307K | $6.6M |
| 2022 | $215K | $281K | $5.9M |
| 2020 | $224K | $263K | $6.6M |
| 2019 | $395K | $297K | $6.2M |
Between 2019 and 2024, reported annual revenue declined from $395K to $348K (-12%), with total assets most recently reported at $7.2M.
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.