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Carmel Residence Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1M (2023)

Expenses
$974k (2023)

Total Assets
$4.06M (2023)

Total Liabilities
$2.88M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$999,908
Expenses
$973,998
Net Income
$25,910
Net Assets
$1,178,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,722
3.8%
Program Services $926,849
92.7%
Investment Income $32,221
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,116
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $298,624
30.7%
Assets/Debt
Total Assets $4,063,048
Total Liabilities $2,884,301
Net Assets $1,178,747
Compensation
Key Employees and Officers Compensation Related Other
Mark Beecher (Chair) $0 $0 $0
Nate Olson (Vice Chair) $0 $0 $0
Jamie Bonell (Secretary) $0 $0 $0
Mark Boettcher (Board Member) $0 $0 $0
Diane Langdon (Board Member) $0 $0 $0
Stew Rieckman (Board Member) $0 $0 $0
Jason Lowe (Board Member) $0 $0 $0
Dr Paula Mcniel (Board Member) $0 $0 $0
Jim Stapel (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $393,735 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$913,349
Expenses
$880,565
Net Income
$32,784
Net Assets
$1,152,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $182,964
20.0%
Program Services $723,198
79.2%
Investment Income $4,317
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,870
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $254,034
28.8%
Assets/Debt
Total Assets $3,886,862
Total Liabilities $2,734,025
Net Assets $1,152,837
Compensation
Key Employees and Officers Compensation Related Other
Mark Boettcher (Board Member) $0 $0 $0
Mark Beecher (Chair) $0 $0 $0
Diane Langdon (Board Member) $0 $0 $0
Kathy Bermingham (Vice Chair) $0 $0 $0
Nate Olson (Secretary) $0 $0 $0
Jamie Bonell (Board Member) $0 $0 $0
Stew Rieckman (Board Member) $0 $0 $0
Jason Lowe (Board Member) $0 $0 $0
Dr Paula Mcniel (Board Member) $0 $0 $0
Dr Laurie Muller (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $395,232 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$737,574
Expenses
$818,896
Net Income
-$81,322
Net Assets
$1,120,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,484
8.6%
Program Services $643,224
87.2%
Investment Income $4,566
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $24,730
3.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,570
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $234,708
28.7%
Assets/Debt
Total Assets $4,063,819
Total Liabilities $2,943,766
Net Assets $1,120,053
Compensation
Key Employees and Officers Compensation Related Other
Paula Mcniel (Board Member) $0 $0 $0
Mary Murken (Chair) $0 $0 $0
Laurie Muller (Board Member) $0 $0 $0
Mark Beecher (Vice Chair) $0 $0 $0
Kathy Bermingham (Secretary) $0 $0 $0
Jamie Bonell (Board Member) $0 $0 $0
Peg Olson (Board Member) $0 $0 $0
Stew Rieckman (Board Member) $0 $0 $0
Nate Olson (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $389,617 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$796,659
Expenses
$864,394
Net Income
-$67,735
Net Assets
$1,201,375
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $746,593
93.7%
Investment Income $12,047
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $36,780
4.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,239
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $268,777
31.1%
Assets/Debt
Total Assets $3,811,588
Total Liabilities $2,610,213
Net Assets $1,201,375
Compensation
Key Employees and Officers Compensation Related Other
Paula Mcniel (Board Member) $0 $0 $0
Mary Murken (Chair) $0 $0 $0
Laurie Muller (Board Member) $0 $0 $0
Mark Beecher (Vice Chair) $0 $0 $0
Kathy Bermingham (Board Member) $0 $0 $0
Jamie Bonell (Board Member) $0 $0 $0
Glenn Nelson (Secretary) $0 $0 $0
Peg Olson (Board Member) $0 $0 $0
Stew Rieckman (Board Member) $0 $0 $0
Nate Olson (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $433,910 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$752,751
Expenses
$868,827
Net Income
-$116,076
Net Assets
$1,269,110
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,714
0.2%
Program Services $703,183
93.4%
Investment Income $16,565
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $26,425
3.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,864
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $247,293
28.5%
Assets/Debt
Total Assets $4,444,625
Total Liabilities $3,175,515
Net Assets $1,269,110
Compensation
Key Employees and Officers Compensation Related Other
Karen Jacobson (Chair) $0 $0 $0
Mary Murken (Vice Chair) $0 $0 $0
Lois Jaenke (Secretary) $0 $0 $0
Mark Beecher (Board Member) $0 $0 $0
Kathy Beermingham (Board Member) $0 $0 $0
Jamie Bonell (Board Member) $0 $0 $0
Rev Jan Lavake (Board Member) $0 $0 $0
Glenn Nelson (Board Member) $0 $0 $0
Peg Olson (Board Member) $0 $0 $0
Stew Rieckman (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $361,348 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$770,557
Expenses
$785,991
Net Income
-$15,434
Net Assets
$1,385,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,205
0.4%
Program Services $715,561
92.9%
Investment Income $19,777
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $28,840
3.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,174
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $214,344
27.3%
Assets/Debt
Total Assets $4,278,937
Total Liabilities $2,893,751
Net Assets $1,385,186
Compensation
Key Employees and Officers Compensation Related Other
Karen Jacobson (Chair As Of June 30, 2018) $0 $0 $0
Mary Murken (Vice Chair As Of June 30, 2018) $0 $0 $0
Lois Jaenke (Secretary As Of June 30, 2018) $0 $0 $0
Mark Beecher (Board Member) $0 $0 $0
Kathy Beermingham (Board Member) $0 $0 $0
Jamie Bonell (Board Member) $0 $0 $0
Rev Jan Lavake (Board Member) $0 $0 $0
Glenn Nelson (Board Member) $0 $0 $0
Peg Olson (Board Member) $0 $0 $0
Stew Rieckman (Board Member) $0 $0 $0
Kathleen Bellaire (Chair Until June 30, 2018) $0 $0 $0
Jim Stapel (Secretary Until June 30, 2018) $0 $0 $0
Dr Suzanne Marnocha (Board Member) $0 $0 $0
Wayne Mueller (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $376,828 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$774,486
Expenses
$728,557
Net Income
$45,929
Net Assets
$1,400,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $77
0.0%
Program Services $720,573
93.0%
Investment Income $9,349
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $39,491
5.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,996
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $199,565
27.4%
Assets/Debt
Total Assets $4,503,456
Total Liabilities $3,102,836
Net Assets $1,400,620
Compensation
Key Employees and Officers Compensation Related Other
Mark Beecher (Chair Until June 30, 2017) $0 $0 $0
Kathleen Bellaire (Chair As Of June 30, 2017) $0 $0 $0
Thomas Dunham (Secretary Until June 30, 2017) $0 $0 $0
Karen Jacobson (Vice Chair As Of June 30, 2017) $0 $0 $0
Peg Olson (Board Member) $0 $0 $0
Mary Murken (Board Member) $0 $0 $0
Rev Jan Veseth (Board Member) $0 $0 $0
Jim Stapel (Secretary As Of June 30, 2017) $0 $0 $0
Dr Suzanne Marnocha (Board Member) $0 $0 $0
Wayne Mueller (Board Member) $0 $0 $0
Kathy Beermingham (Board Member) $0 $0 $0
Lois Jaenke (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $324,659 $0
Julie Vandenberg (Corporate Secretary) $0 $32,740 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$735,481
Expenses
$701,558
Net Income
$33,923
Net Assets
$1,358,655
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,671
0.6%
Program Services $674,149
91.7%
Investment Income $9,221
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $41,460
5.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,980
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $197,143
28.1%
Assets/Debt
Total Assets $4,429,556
Total Liabilities $3,070,901
Net Assets $1,358,655
Compensation
Key Employees and Officers Compensation Related Other
Mark Beecher (Chair) $0 $0 $0
Kathleen Bellaire (Vice Chair) $0 $0 $0
Thomas Dunham (Secretary) $0 $0 $0
Karen Jacobson (Board Member) $0 $0 $0
Peg Olson (Board Member) $0 $0 $0
Mary Murken (Board Member) $0 $0 $0
Rev Jan Veseth (Board Member) $0 $0 $0
Jim Stapel (Board Member) $0 $0 $0
Dr Suzanne Marnocha (Board Member) $0 $0 $0
Wayne Mueller (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $251,820 $0
Julie Vandenberg (Corporate Secretary) $0 $69,234 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$804,684
Expenses
$676,646
Net Income
$128,038
Net Assets
$1,324,732
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,476
3.8%
Program Services $718,047
89.2%
Investment Income $8,595
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $41,409
5.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,157
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $202,249
29.9%
Assets/Debt
Total Assets $4,377,623
Total Liabilities $3,052,891
Net Assets $1,324,732
Compensation
Key Employees and Officers Compensation Related Other
Mark Beecher (Chair) $0 $0 $0
Kathleen Bellaire (Vice Chair) $0 $0 $0
Thomas Dunham (Secretary) $0 $0 $0
Karen Jacobson (Board Member) $0 $0 $0
Dr Roger Herold (Board Member) $0 $0 $0
Mary Murken (Board Member) $0 $0 $0
Rev Karen Jewell (Board Member) $0 $0 $0
Jim Stapel (Board Member) $0 $0 $0
Dr Suzanne Marnocha (Board Member) $0 $0 $0
Wayne Mueller (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $237,487 $2,835
Julie Vandenberg (Corporate Secretary) $0 $73,156 $254

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$776,645
Expenses
$674,239
Net Income
$102,406
Net Assets
$1,196,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,751
0.6%
Program Services $717,352
92.4%
Investment Income $7,236
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $38,818
5.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,488
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $192,659
28.6%
Assets/Debt
Total Assets $4,232,427
Total Liabilities $3,035,733
Net Assets $1,196,694
Compensation
Key Employees and Officers Compensation Related Other
Lois Jaenke (Chair) $0 $0 $0
Jim Stapel (Vice Chair) $0 $0 $0
Dr Jan Edelstein (Secretary) $0 $0 $0
Mark Beecher (Board Member) $0 $0 $0
Kathleen Bellaire (Board Member) $0 $0 $0
Thomas Dunham (Board Member) $0 $0 $0
Karen Fredrick (Board Member) $0 $0 $0
Dr Roger Herold (Board Member) $0 $0 $0
Rev Rick Hopkins (Board Member) $0 $0 $0
Rev Karen Jewell (Board Member) $0 $0 $0
George Kontos (Board Member) $0 $0 $0
Jane Kuhn (Board Member) $0 $0 $0
Dr Suzanne Marnocha (Board Member) $0 $0 $0
Wayne Mueller (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $236,623 $11,424
Julie Vandenberg (Corporate Secretary) $0 $67,920 $5,891

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$661,678
Expenses
$645,953
Net Income
$15,725
Net Assets
$1,094,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,309
1.4%
Program Services $596,279
90.1%
Investment Income $11,536
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $35,655
5.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,899
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $201,628
31.2%
Assets/Debt
Total Assets $4,218,108
Total Liabilities $3,123,820
Net Assets $1,094,288
Compensation
Key Employees and Officers Compensation Related Other
Lois Jaenke (Chair) $0 $0 $0
Jim Stapel (Vice Chair) $0 $0 $0
Dr Jan Edelstein (Secretary) $0 $0 $0
Mark Beecher (Board Member) $0 $0 $0
Kathleen Bellaire (Board Member) $0 $0 $0
Thomas Dunham (Board Member) $0 $0 $0
Karen Fredrick (Board Member) $0 $0 $0
Dr Roger Herold (Board Member) $0 $0 $0
Rev Rick Hopkins (Board Member) $0 $0 $0
Rev Karen Jewell (Board Member) $0 $0 $0
George Kontos (Board Member) $0 $0 $0
Jane Kuhn (Board Member) $0 $0 $0
Dr Suzanne Marnocha (Board Member) $0 $0 $0
Wayne Mueller (Board Member) $0 $0 $0
Theresa Bertram (President & Ceo) $0 $190,313 $7,014
Julie Vandenberg (Corporate Secretary) $0 $70,061 $6,051

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$686,896
Expenses
$642,961
Net Income
$43,935
Net Assets
$1,078,563
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,994
0.9%
Program Services $570,274
83.0%
Investment Income $14,548
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $37,965
5.5%
Net Fundraising $0
Sales of Assets $49,344
7.2%
Net Inventory Sales $0
Other Revenue $8,771
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $197,002
30.6%
Assets/Debt
Total Assets $4,003,083
Total Liabilities $2,924,520
Net Assets $1,078,563

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$656,967
Expenses
$633,683
Net Income
$23,284
Net Assets
$1,034,628
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,817
0.3%
Program Services $586,153
89.2%
Investment Income $21,574
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $37,247
5.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,176
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $201,032
31.7%
Assets/Debt
Total Assets $4,306,648
Total Liabilities $3,272,020
Net Assets $1,034,628

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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