2026-08-05T10:52:21-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-10-01 420725236 GOOD SHEPHERD GERIATRIC CENTER INC GOOD 6414241740 PO BOX 1707 MASON CITY IA 504021707 IAN STOCKBERGER CEO 6414241740 2026-08-03 1 1 KRISTEN DONLEVY P01670215 4144761880 2026-08-03 2024 2025-03-06 01:10:19Z GOOD SHEPHERD HEALTH CENTER INC IAN STOCKBERGER PO BOX 1707 MASON CITY IA 504021707 22534184 0 X HTTPS://GOODSHEPHERDHEALTHCENTER.ORG/ X 1946 IA PROVIDING QUALITY, FAITH-BASED CARE AND HOUSING TO ENHANCE SENIORS' LIVES. 15 15 358 22 0 0 5550 6715 21502073 21979206 502163 471625 3766 69619 22013552 22527165 0 0 0 0 14485667 10597884 0 0 0 7243869 13184446 21729536 23782330 284016 -1255165 52939493 51345386 3100190 2542312 49839303 48803074 X SKILLED NURSING FACILITY, ASSISTED LIVING FACILITY AND INDEPENDENT LIVING FOR ELDERLY. MISSION STATEMENT: PROVIDING QUALITY CARE AND HOUSING SERVICES FOR NORTH IOWA'S 55+ POPULATION IN A NURTURING CHRISTIAN ATMOSPHERE. (CONTINUED ON SCHEDULE O)OUR COMMITMENT: OUR COMMITMENT IS TO SUPPORT THE ELDERLY IN MAINTAINING OR IMPROVING THEIR QUALITY OF LIFE. TO FURTHER THAT GOAL. WE PROVIDE A PLEASANT, HEALTHY ENVIRONMENT AND A WIDE RANGE OF SERVICES AND ACTIVITIES. OUR PROFESSIONAL STAFF IS DEDICATED TO RESPECTING AND SERVING THE ELDERLY ACCORDING TO THEIR CHOICES, ABILITIES AND NEEDS. 0 0 14832318 0 17111348 LONG TERM CARE NURSING FACILITY WITH 180 LICENSED BEDS, PHARMACY AND THERAPY SERVICES. 1634326 0 2622542 KENTUCKY RIDGE ASSISTED LIVING FACILITY FOR ELDERLY PROVIDES 60 UNITS, PHARMACY AND THERAPY SERVICES. 1156792 0 1405564 CORNERSTONE ASSISTED LIVING FACILITY FOR THE ELDERLY PROVIDES 46 UNITS, PHARMACY AND THERAPY SERVICES. 1463424 0 839752 HOUSING PROVISION, GENERAL/OTHER: APARTMENT RENTALS FOR THE ELDERLY, HANDICAPPED AND DISABLED. ADDITIONAL SERVICES AVAILABLE INCLUDE DAILY NOON MEAL, LAUNDRY FACILITIES AND GARAGES/PARKING. 1463424 0 839752 19086860 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 31 0 1 358 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHELLE HORST 6414241740 302 2ND ST NE MASON CITY IA 50401 LES SELTUN - CHAIR THEN DIRECTOR (EFFECTIVE 11/2024) 0.50 0.40 X X 0 0 0 MASON HARMS - VICE CHAIR THEN CHAIR (EFFECTIVE 11/2024) 0.50 0.40 X X 0 0 0 CONNIE BLEILE - SECTREAS THEN VICE CHAIR (UNTIL 5/2025) 0.50 0.40 X X 0 0 0 TYLER SCHAEFER - SECTREAS THEN VICE CHAIR (EFFECTIVE 5/2025) 0.50 0.40 X X 0 0 0 JOHN LANDER - DIRECTOR THEN SEC/TREAS. (EFFECTIVE 5/2025) 0.50 0.40 X X 0 0 0 JOHN BOEDEKER DIRECTOR 0.50 0.40 X 0 0 0 GREG BRAUN DIRECTOR 0.50 0.40 X 0 0 0 AMY DIXON DIRECTOR 0.50 0.40 X 0 0 0 MARK EBELING DIRECTOR 0.50 0.40 X 0 0 0 JANE FISCHER DIRECTOR 0.50 0.40 X 0 0 0 EVELYN GRANDGENETT DIRECTOR 0.50 0.40 X 0 0 0 JANE HARRIS DIRECTOR 0.50 0.40 X 0 0 0 MARTHA KOCH DIRECTOR 0.50 0.40 X 0 0 0 RACHEL MCGUIRE DIRECTOR (UNTIL 6/2025) 0.50 0.40 X 0 0 0 DAVID RUEN DIRECTOR 0.50 0.40 X 0 0 0 DALILA SAJADIAN DIRECTOR 0.50 0.40 X 0 0 0 SCOTT SMED DIRECTOR 0.50 0.40 X 0 0 0 REV DAN GERRIETTS DIRECTOR (UNTIL 11/2024) 0.50 0.40 X 0 0 0 WHITNEY JOHNSTON DIRECTOR (UNTIL 11/2024) 0.50 0.40 X 0 0 0 SCOTT SHIPMAN DIRECTOR (UNTIL 11/2024) 0.50 0.40 X 0 0 0 DR JERROLD WHITE DIRECTOR (UNTIL 11/2024) 0.50 0.40 X 0 0 0 IAN STOCKBERGER CEO 50.00 5.00 X 313663 0 650 KIMBER KLEVEN ADMINISTRATOR 47.00 3.00 X 178043 0 0 MICHELLE HORST CONTROLLER 45.00 5.00 X 122503 0 10714 ROBIN RALLS DIRECTOR OF NURSING 50.00 0.00 X 114839 0 11237 SUSAN MADSEN LPN 48.00 0.00 X 116470 0 11778 LOIS ZIRON NURSING SUPERVISOR 42.00 0.00 X 112786 0 11001 TARA DICKINSON NURSING SUPERVISOR 53.00 0.00 X 111074 0 103 1069378 0 45483 7 0 1 0 GQR-UNITIMED LLC PO BOX 31001-2434 PASADENA CA 911102434 STAFFING AGENCY 1965164 GRAPETREE MEDICAL STAFFING LLC 2501 BOJI BEND DRIVE SUITE 100 MILFORD IA 51351 STAFFING AGENCY 1837677 BLUE STONE THERAPY SOLUTIONS 2830 100TH ST SUITE 100 URBANDALE IA 50322 THERAPY SERVICES 837450 NURSA INC DEPT 2310 PO BOX 122310 DALLAS TX 753122310 STAFFING AGENCY 811127 4 6715 6715 NURSING HOME 623000 17111348 17111348 KENTUCKY RDG ASTD LIV. 623000 2622542 2622542 CORNERSTONE ASTD LIV. 623000 1405564 1405564 THE MANOR APTS RENTALS 624200 839752 839752 21979206 471625 471625 31694 7019 24675 24675 24675 MISCELLANEOUS 900099 27759 27759 LAUNDRY 623000 17185 17185 44944 22527165 21979206 0 541244 X 514484 514484 9322482 8142506 1179976 59968 49639 10329 700950 580208 120742 18212 18212 122880 122880 33147 33147 4917173 4873192 43981 114218 114218 227052 46865 180187 194261 79909 114352 1054411 1015274 39137 64551 46117 18434 21517 13210 8307 12 12 1327158 1327158 1378156 1378156 SUPPLIES 1998993 1998993 THERAPY 861745 861745 DUES AND SUBSCRIPTIONS 471601 471601 BAD DEBT 267716 267716 111643 52032 59611 23782330 19086860 4695470 0 2402022 1370559 16144307 14816474 1616344 1648897 878335 906908 94088 94378 106007 141379 57278233 27776198 27491552 29502035 4077902 2615761 128936 76429 0 172566 52939493 51345386 2944311 2389124 155879 153188 3100190 2542312 X 49839303 48803074 49839303 48803074 52939493 51345386 X -1255165 271820 -52884 X X 0 1 X 1 0 X 2351950 538030 5550 6715 2902245 19873990 19418227 19612926 21504847 21979206 102389196 17185 17185 22225940 19956257 19612926 21510397 22003106 105308626 0 0 0 105308626 278697 193964 324189 526352 503319 1826521 278697 193964 324189 526352 503319 1826521 27759 27759 22504637 20150221 19937115 22036749 22534184 107162906 0.98270 0.98470 0.01700 0.01530 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2024 AMOUNT: $ 27,759. 3595108 3595108 44907027 21693053 23213974 1638269 837923 800346 7137829 5245222 1892607 29502035 RESIDENT FUNDS 7360 TENANT SECURITY DEPOSITS 145828 153188 X PART X, LINE 2: THE HEALTH CENTER IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND SIMILAR SECTIONS OF THE IOWA CODE. THE HEALTH CENTER FOLLOWS ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. THE HEALTH CENTER IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE HEALTH CENTER'S TAX POSITIONS AND CONCLUDED THAT THE HEALTH CENTER HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 IAN STOCKBERGER CEO 313188 0 475 0 0 0 0 0 650 0 314313 0 0 0 KIMBER KLEVEN ADMINISTRATOR 177918 0 125 0 0 0 0 0 0 0 178043 0 0 0 FORM 990, PART I, ITEM C DBA: GOOD SHEPHERD INC. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE CORPORATION ARE ST JAMES LUTHERAN, ST PAUL LUTHERAN, TRINITY LUTHERAN, OUR SAVIOR LUTHERAN AND BETHLEHEM LUTHERAN ALL IN MASON CITY, IA; ST PETER LUTHERAN IN ROCKWELL, IA; ZION LUTHERAN IN CLEAR LAKE, IA; OTHER LUTHERAN CONGREGATIONS WITHIN 50 MILES OF MASON CITY, IA MAY BECOME MEMBERS BY FOLLOWING PROCEDURES DESCRIBED IN THE ORGANIZATIONS ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION HAVE TWO VOTING DELEGATES, ONE OF WHO IS THE PASTOR OR HIS/HER DESIGNATE AND ALSO HAS ONE ADDITIONAL VOTING DELEGATE FOR EACH 400 CONFIRMED MEMBERS OR MAJOR FRACTION THEREOF OVER THE FIRST 200 CONFIRMED MEMBERS. EACH VOTING DELEGATE HAS ONE VOTE ON ANY MATTER TO BE VOTED UPON AT ANY MEETING OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE ACTIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY THE MEMBERS OF THE CORPORATION BECAUSE MEMBERS ARE ALLOWED TO VOTE ON ALL MATTERS AT ALL MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE BOARD MEMBERS REVIEWED AND APPROVED A DRAFT OF FORM 990 BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED BY REQUIRING A WRITTEN STATEMENT ANNUALLY FROM EACH BOARD OF DIRECTOR AND KEY EMPLOYEE CONCERNING POTENTIAL CONFLICTS. BOARD MEMBERS ARE EXCLUDED FROM VOTING ON MOTIONS WHEN CONFLICTS ARRISE. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE SETS SALARIES BY RESEARCHING PUBLISHED DATA FOR THE STATE OF IOWA FOR COMPENSATION PAID TO EMPLOYEES OF ORGANIZATIONS (BOTH TAXABLE AND NONTAXABLE) OF A COMPARABLE SIZE, PURPOSE AND RESOURCES FOR SIMILAR SERVICES. INDEPENDENT SALARY SURVEYS ARE CONSIDERED AS WELL AS OFFERS FROM SIMILAR ORGANIZATIONS. THE COMMITTEE DOCUMENTS THEIR METHODS AND THE CONCLUSIONS REACHED. PROPOSED SALARIES SET BY THE COMMITTEE ARE SUBJECT TO APPROVAL BY GOVERNING BODY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PURCHASES SERVICES: PROGRAM SERVICE EXPENSES 4,873,192. MANAGEMENT AND GENERAL EXPENSES 43,981. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,917,173. FORM 990, PART XI, LINE 9: EQUITY LOSS IN SUBSIDIARY -52,584. UNCOLLECTABLE CONTRIBUTION -300. FORM 990, PART XII, LINE 2C: THE ORGANIZATION CHANGED THE ACCOUNTING FIRM THAT PROVIDED THE AUDIT FOR THE ORGANIZATION. ANNUALLY, THE FINANCE COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS WITH THE CEO, ADMINISTRATOR AND CONTROLLER. GOOD SHEPHERD TELEPHONE REASSURANCE INC PO BOX 1707 MASON CITY IA 504021707 421440083 DAILY SAFETY PHONE CALL TO ELDERLY IA 501(C)(3) LINE 7 GOOD SHEPHERD GERIATRIC CENTER INC 1 SHALOM TOWER TWO INC 302 2ND STREET NE MASON CITY IA 504013412 421135447 APARTMENT RENTALS FOR ELDERLY/DISABLED INDIVIDUALS IA 501(C)(3) LINE 11 GOOD SHEPHERD GERIATRIC CENTER INC 1 PRAIRIE PLACE ON 1ST INC PO BOX 1707 MASON CITY IA 504021707 474394134 AFFORDABLE HOUSING FOR SENIOR INDIVIDUALS IA 501(C)(4) GOOD SHEPHERD GERIATRIC CENTER INC 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 PRAIRIE PLACE ON 1ST INC D 594863 BOOK