Bartels Lutheran Home Foundation

Analysis

Bartels Lutheran Home Foundation is a registered charity in United States, based in Waverly, IA. It received its IRS tax-exemption ruling in May 1991, 35 years ago. Its declared purposes cover health care, which this site groups under health and saving lives. The IRS classifies it as a church under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Bartels Lutheran Home Foundation reported income of $186k and spending of $307k, spending 165% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income fell from $395k to $186k (-53%), an average of -17% a year. The sharpest change came in the year to December 2021, when income rose by 166%. Over the whole period it spent 89% of the income it received.

Among 40,470 United States charities whose main cause is health and saving lives and that reported income, Bartels Lutheran Home Foundation sits at the 39th percentile: it is larger than about 39% of them. Against every charity in United States with reported income it ranks in the 52nd percentile, and in the 53rd percentile within IA. Charities of a similar size with the same main cause include Academy of Aid-In-Dying Medicine ($186k), Journey House Pregnancy Resource Center Inc ($186k) and Research & Education Trust ($186k).

At year end it held assets of $6.6m against liabilities of $13k, net assets of $6.6m.