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Governance Register
US nonprofit · EIN 391209707 · Oshkosh, WIiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 391209707)Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Licence US Federal Government public domain.How we handle data

Bethel Home Inc's network

9 peoplei9 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Mark Beecher ChairChair2018
8 yrs
Diane LangdonBoard Member2022
4 yrs
Dr Paula McNielBoard Member2022
4 yrs
Jamie BonellCompany secretary2018
8 yrs
Jason LoweBoard Member2022
4 yrs
Jim StapelBoard Member2018
8 yrs
Mark BoettcherBoard Member2022
4 yrs
Nate OlsonVice Chair2020
6 yrs
Stew RieckmanBoard Member2018
8 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
David MerkleyAdministratorsince 2019
Kelly FitzpatrickAdministratorsince 2022
Theresa BertramPresident/CEO/CFOsince 2018

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Kelly FitzpatrickAdministrator40$133k
Mark BeecherChair0.2$0
Nate OlsonVice Chair0.2$0
Jim StapelBoard Member0.2$0
Stew RieckmanBoard Member0.2$0
Mark BoettcherBoard Member0.2$0
Diane LangdonBoard Member0.2$0
Jason LoweBoard Member0.2$0
Dr Paula McNielBoard Member0.2$0
Jamie BonellSecretary0.2$0
Theresa BertramPresident/CEO/CFO4$0$363k

About

Legal name
Bethel Home Inc
EIN
391209707
Address
225 N Eagle St, Oshkosh, WI, 54902-4125
State
Wisconsin
Mission
Bethel home is part of a family of healthcare and residential service organizations committed to providing quality care and life-enriching opportunities to the aging and those in need in a caring, christian environment. (as filed on the Form 990)
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Size band
7 (IRS master file code)
Formed
1966
Principal officer
Theresa Bertram (as named on the Form 990)
IRS ruling date
1 November 1961
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥8years on the filingsMark Beecher
≥8years on the filingsJamie Bonell
≥8years on the filingsJim Stapel
≥8years on the filingsStew Rieckman

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$7.5m
Total liabilities
$3.8m
Net assets or fund balances
$3.7m
Contributions and grants received
$39k
Program service revenue
$10.4m
Employees
183
Volunteers
9

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$10.6m$10m$515k

As filed on the IRS Form 990. US dollars.