BETHANY HOMES INC (EIN 046132439) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

JERED STEWART

Phone

9783742160

Tax Period

2023-01-01 to 2023-12-31

BETHANY HOMES INC, founded in 1965, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 1347% from the prior year, signaling strong growth momentum.

Mission

SUPPORT ELDERLY HOUSING

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,147,753

Other Revenue $0

TOTAL REVENUE $1,147,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,147,753	$79,305	+13.5%
Expenses	N/A	N/A	N/A
Net Income	N/A	$79,305	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE VOZEOLAS	CHAIR	0.25	Officer Director	$0	$0	$0
JOHN DeBAUN	TREASURER	0.25	Officer Director	$0	$0	$0
PAUL MAGLIOCCHETTI	CLERK	0.25	Officer Director	$0	$0	$0
CANDY BROWER	DIRECTOR	0.10	Director	$0	$0	$0
THOMAS FAULKNER	DIRECTOR	0.10	Director	$0	$0	$0
PAUL JOHNSON	DIRECTOR	0.10	Director	$0	$0	$0
BRIAN FARMER	DIRECTOR	0.10	Director	$0	$0	$0
STEPHEN CORCORAN	DIRECTOR	0.10	Director	$0	$0	$0
JIM TRAVER	DIRECTOR	0.10	Director	$0	$0	$0
DIANE SHIKRALLAH	DIRECTOR	0.10	Director	$0	$0	$0
WILLIAM LALIBERTY	DIRECTOR	0.10	Director	$0	$0	$0
JERED STEWART	PRESIDENT AND CEO	1.00	Highest	$0	$41,099	$311,327
JAMES LYNCH	CFO	1.00	Highest	$0	$46,002	$202,722
LUKE MALBON	SUPERINTENDENT	0.00	Highest	$0	$23,317	$141,234

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,147,753	No data	$5,080,046	No data
2022	$79,305	No data	$3,932,293	No data
2021	$2,204,197	$1,927,795	$3,852,988	$276,402
2020	$3,203,393	$2,998,535	$8,841,979	$204,858
2019	$3,039,753	$2,895,283	$8,490,621	$144,470
2018	$3,228,880	$2,955,496	$8,539,269	$273,384
2018	$3,233,444	$3,006,385	$8,619,363	$227,059

BETHANY HOMES INC