TO PROVIDE SUPPORT TO THE MISSION OF BARTELS LUTHERAN HOME, A CONTINUING CARE RETIREMENT COMMUNITY THAT ENRICHES LIVES THROUGH QUALITY SERVICE AND CHRISTIAN CARE.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.2M
+9.0% YoY
Revenue
$348K
+87.1% YoY
Net Investment Income
$348K
+87.1% YoY
Expenses
$311K
+1.3% YoY
About Bartels Lutheran Home Memorial
Based on IRS filings
Bartels Lutheran Home Memorial is a nonprofit organization focused on Health, based in WAVERLY, IA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $7.2M in total assets. Net investment income was $348K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,208,305 | $6,611,069 | $5,930,297 |
| Revenue | $348,079 | $186,053 | $214,669 |
| Expenses | $310,761 | $306,780 | $281,104 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $348,079 | $186,053 | $214,669 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHELLY KRUMWEIDE | CHAIR | 1 | — |
| SUSAN WHITSON | TRUSTEE | 1 | — |
| RICHARD MCBURNEY | TRUSTEE | 1 | — |
| REV MARK ANDERSON | TRUSTEE | 1 | — |
| PAULA GEISE | PRESIDENT/CE | 1 | — |
| PEGGY ZUMBACH | CFO | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bartels Lutheran Home Memorial?
Bartels Lutheran Home Memorial is a nonprofit organization focused on Health, based in WAVERLY, IA. It holds $7.2M in total assets as of 2024.
How large is Bartels Lutheran Home Memorial?
As of 2024, Bartels Lutheran Home Memorial holds $7.2M in total assets with $348K in annual revenue.
Where does Bartels Lutheran Home Memorial operate?
Bartels Lutheran Home Memorial has awarded grants in Iowa.
What is Bartels Lutheran Home Memorial's EIN?
Bartels Lutheran Home Memorial's EIN (Employer Identification Number) is 42-1251643. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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