BETHLEHEM HOMES INC (EIN 060960677) - 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

1974

Legal Domicile

Principal Officer

JOHN SHUPENIS

Phone

2032665353

Tax Period

2023-01-01 to 2023-12-31

BETHLEHEM HOMES INC, founded in 1974, is a small nonprofit in the Housing & Shelter sector that reported $429K in total revenue in fiscal year 2023.

Mission

LOW INCOME 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 $41,803

Program Service Revenue $386,680

Investment Income $888

Other Revenue $0

TOTAL REVENUE $429,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,939

Fundraising Expenses $0

Program Expenses $401,257

Other Expenses $389,661

TOTAL EXPENSES $457,600

Year-over-Year Comparison

	2023	2022	Change
Revenue	$429,371	$400,815	+0.1%
Expenses	$457,600	$476,997	0.0%
Net Income	$-28,229	$-76,182	-0.6%

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
LUCY PALANGIO	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH SHUPENIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANE POLANSKY	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA HENLEY	DIRECTOR	1.00	Director	$0	$0	$0
CAROL ANN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
TESS ASSARD	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBARA O'NEIL	V PRES	1.00	Officer Director	$0	$0	$0
DOROTHY DETLEFSEN	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE JOHNSON-CURTIS	TREASURER	1.00	Officer Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$429,371	$457,600	$522,699	$-28,229
2022	$400,815	$476,997	$548,406	$-76,182
2021	$394,703	$426,167	$628,620	$-31,464
2020	$384,177	$395,552	$705,032	$-11,375
2020	$382,071	$396,226	$704,185	$-14,155
2019	$387,877	$404,634	$761,497	$-16,757
2018	$372,121	$381,419	$822,786	$-9,298

BETHLEHEM HOMES INC