Nonprofit · EIN 41-1373420
SAMARITAN BETHANY INC
Tax-exempt · ROCHESTER, MN 55903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $19,091,535 | $18,377,891 | $713,644 | $33,210,322 | $31,334,993 | $1,875,329 |
| September 30, 2024 | 990 | $18,329,779 | $18,276,913 | $52,866 | $33,517,057 | $32,435,372 | $1,081,685 |
| September 30, 2023 | 990 | $19,534,394 | $16,946,095 | $2,588,299 | $34,020,892 | $33,177,668 | $843,224 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $527,864
- of which government grants
- $376,451
- Program service revenue
- $17,704,946
- Investment income
- $450,121
- Net rental income
- $94,949
- Net gain from sales of assets
- $100,078
- Other revenue
- $408,604
Expenses
- Grants and similar amounts paid
- $570
- Compensation of officers, directors and key employees
- $380,559
- Other salaries and wages
- $7,043,838
- Salaries, compensation and benefits (total)
- $8,714,121
- Professional fundraising fees
- $0
- Legal fees
- $11,756
- Accounting fees
- $45,444
- Occupancy
- $700,445
- Travel
- $16,415
- Depreciation
- $1,198,600
- Program services (functional)
- $15,777,344
- Management and general (functional)
- $2,600,547
Balance sheet and other
- Total assets, start of year
- $33,517,057
- Total assets, end of year
- $33,210,322
- Total liabilities, end of year
- $31,334,993
- Net assets, end of year
- $1,875,329
- Land, buildings and equipment
- $21,252,299
- Publicly traded securities
- $2,420,438
- Net assets without donor restrictions
- $1,875,329
- Gross unrelated business income
- -$16,566
- Gross receipts
- $19,420,398
- Employees
- 315
- Volunteers
- 100
- Year formed
- 1971
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KYLA BERG | ADMINISTRATOR/CO-CEO Officer | 40 | $120,965 | $29,268 |
| RACHAEL MAXFIELD | HOUSING MGR/CO-CEO Officer | 40 | $112,478 | $20,413 |
| BRANDON MILLER | CFO Officer | 40 | $116,008 | $8,171 |
| SUSAN KNUTSON | CEO - PART YEAR Officer | 40 | $17,759 | $1,100 |
| DR JERRY SWANSON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOHN HAUG | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TERRY BIRD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BEV MORAVEC | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KAREN HARTMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA NORDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LORI PAUL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY ZANDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM SCHULZE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIRBY BAKKEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB BEAULIEU | DIRECTOR Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| RAE DUNN | DIRECTOR - PART YEAR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN KNUTSON | CEO - PART YEAR Officer | 40 | $140,004 | $29,206 |
| KYLA BERG | ADMINISTRATOR/CO-CEO Officer | 40 | $95,002 | $25,694 |
| BRANDON MILLER | CFO Officer | 40 | $107,615 | $7,439 |
| RACHAEL MAXFIELD | HOUSING MGR/CO-CEO Officer | 40 | $86,230 | $16,517 |
| DR JERRY SWANSON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOHN HAUG | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TERRY BIRD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BEV MORAVEC | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JERAD FAUDI | TREASURER - PART YEAR Trustee or director, Officer | 1 | $0 | $0 |
| LAURIE DEYOUNG | SECRETARY - PART YEAR Trustee or director, Officer | 1 | $0 | $0 |
| RAE DUNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN HARTMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA NORDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LORI PAUL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY ZANDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM SCHULZE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIRBY BAKKEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB BEAULIEU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN KNUTSON | CEO Officer | 40 | $143,124 | $30,157 |
| KYLA BERG | ADMINISTRATOR/CO-CEO Officer | 40 | $94,427 | $25,982 |
| BRANDON MILLER | CFO Officer | 40 | $108,245 | $7,062 |
| RACHAEL MAXFIELD | HOUSING MGR/CO-CEO Officer | 40 | $79,352 | $5,581 |
| KAREN HARTMAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DR JERRY SWANSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JERAD FAUDI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LAURIE DEYOUNG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RAE DUNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY ZANDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM SCHULZE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRY BIRD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HAUG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIRBY BAKKEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB BEAULIEU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEV MORAVEC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT DAVIS | DIRECTOR-PART YEAR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5947, ROCHESTER, MN 55903-5947
- Principal officer (990 for 2024)
- KYLA BERG, PO BOX 5947, ROCHESTER, MN 559035947
- Signed the 990
- KYLA BERG, CO-CEO/MISSION LEADER
- Phone
- (507) 289-5042
- Website
- WWW.SAMARITANBETHANY.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY.
Program accomplishments
- PROVIDING HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY IN THE ROCHESTER, MINNESOTA AREA. THE HOME IS LICENSED FOR 182 NURSING HOME BEDS WITH 128 ACTIVE AND ARBOR TERRACE HAS 83 APARTMENT UNITS.Expenses $15,777,344 · grants $570 · revenue $17,704,946
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 41-1373420
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $33,210,322
- Income (IRS master file)
- $19,420,398
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $19,091,535 | $18,377,891 | $33,210,322 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $18,329,779 | $18,276,913 | $33,517,057 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $19,534,394 | $16,946,095 | $34,020,892 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $15,598,206 | $17,891,864 | $32,215,412 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1373420).
Questions about SAMARITAN BETHANY INC
- What is the EIN of SAMARITAN BETHANY INC?
- The employer identification number (EIN) of SAMARITAN BETHANY INC is 41-1373420.
- Is SAMARITAN BETHANY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to SAMARITAN BETHANY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAMARITAN BETHANY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAMARITAN BETHANY INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMARITAN BETHANY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SAMARITAN BETHANY INC?
- The 990 for the year ended September 30, 2025 names KYLA BERG.
- Who are the officers and directors of SAMARITAN BETHANY INC?
- The 990 for the year ended September 30, 2025 lists 17 people; 4 received compensation from the organization, the highest $120,965 (KYLA BERG, ADMINISTRATOR/CO-CEO).
- How much revenue does SAMARITAN BETHANY INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $19,091,535, expenses of $18,377,891 and total assets of $33,210,322 at year end.
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