PHuman ServicesEIN: 420752685· Ruling Year: 1961

Bartels Lutheran Home

Waverly, Iowa

B-Health Score
49B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 15 peers in Human Services with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.50×
Peer Median7.39×
💰
$14.2M
Total Revenue
📊
$14.8M
Total Expenses
🏦
$7.4M
Net Assets
📋
$34.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+16.1%
Year-over-year change (2022 → 2023)
Net Margin
-4.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.50
Net assets divided by total expenses
Liabilities-to-Assets
82.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$14,170,45816%$14,756,9381%$41,682,8422%
2022$12,204,460$14,677,73813%$41,023,3183%
2021$12,251,70719%$12,937,3524%$42,494,950
2020$15,043,57514%$13,490,6312%$42,469,2435%
2019$13,167,50212%$13,245,9779%$40,580,7612%
2018$11,738,34711%$12,197,5913%$39,596,1211%
2017$13,197,8043%$12,537,674$39,260,8745%
2016$13,635,0637%$12,507,2211%$37,318,5992%
2015$12,726,4465%$12,423,7554%$36,447,9832%
2014$13,369,6399%$11,933,8973%$35,658,5149%
2013$12,280,0293%$11,632,4946%$32,710,6415%
2012$11,881,90111%$10,940,4679%$31,040,7745%
2011$10,712,497$10,018,083$29,430,499

Frequently Asked Questions

What does Bartels Lutheran Home do?

Bartels Lutheran Home is a human services nonprofit organization based in Iowa. It is classified under NTEE code P750 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bartels Lutheran Home financially healthy?

Based on our 9-metric Financial Health Score model, Bartels Lutheran Home has a score of 49/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Bartels Lutheran Home generate?

Bartels Lutheran Home reports $14.5M in annual revenue and holds $42.2M in total assets, based on IRS filings.

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