NEW BETHANY INC (EIN 232365694) - 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

1986

Legal Domicile

Principal Officer

J MARC RITTLE

Phone

6106915602

Tax Period

2024-01-01 to 2024-12-31

NEW BETHANY INC, founded in 1986, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $4.0M exceeded revenue, resulting in a 26% operating deficit.

Mission

TO OFFER HOPE AND SUPPORT TO PEOPLE WHO EXPERIENCE POVERTY, FOOD INSECURITY, AND HOMELESSNESS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,302,175

Program Service Revenue $628,532

Investment Income $2,023

Other Revenue $217,423

TOTAL REVENUE $3,150,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,187,087

Fundraising Expenses $481,743

Program Expenses $3,294,491

Other Expenses $1,772,664

TOTAL EXPENSES $3,959,751

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,150,153	$3,331,732	-0.1%
Expenses	$3,959,751	$3,976,423	0.0%
Net Income	$-809,598	$-644,691	+0.3%

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

Volunteers

687

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

$148,675

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL FISCHER	PRESIDENT	5.00	Officer Director	$0	$0	$0
JANE BROOKS	TREASURER	5.00	Officer Director	$0	$0	$0
CATHY COYNE	SECRETARY	5.00	Officer Director	$0	$0	$0
SCARLETT SPENCE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
LANE WILDER	DIRECTOR	5.00	Director	$0	$0	$0
LAWRENCE B FOX	DIRECTOR	5.00	Director	$0	$0	$0
JOSE MENDEZ	DIRECTOR	5.00	Director	$0	$0	$0
DR RAJIKA REED	DIRECTOR	5.00	Director	$0	$0	$0
KERRY WROBEL	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN GATES	DIRECTOR	5.00	Director	$0	$0	$0
ROBIN RILEY-CASEY	DIRECTOR	5.00	Director	$0	$0	$0
CESAR CORDOVA COLLAO	DIRECTOR	5.00	Director	$0	$0	$0
MARCIE LIGHTWOOD	DIRECTOR	5.00	Director	$0	$0	$0
JANE PATRIARCA	DIRECTOR	5.00	Director	$0	$0	$0
HECTOR GONZALEZ	DIRECTOR	5.00	Director	$0	$0	$0
KATARAH JORDAN	DIRECTOR	5.00	Director	$0	$0	$0
MICHELLE KOTT	DIRECTOR	5.00	Director	$0	$0	$0
RACHEL LEON	DIRECTOR	5.00	Director	$0	$0	$0
CARRIE NEDICK	DIRECTOR	5.00	Director	$0	$0	$0
DR JACK P SILVA	DIRECTOR	5.00	Director	$0	$0	$0
J MARC RITTLE	EXEC. DIRECTOR	40.00	Officer	$125,318	$23,357	$148,675

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	$3,150,153	$3,959,751	$4,500,245	$-809,598
2023	$3,331,732	$3,976,423	$5,024,140	$-644,691
2022	$3,026,626	$2,993,367	$5,321,677	$33,259
2021	$3,023,369	$2,737,070	$5,336,936	$286,299
2020	$3,123,670	$2,310,083	$4,892,661	$813,587
2019	$1,982,148	$1,757,451	$3,861,537	$224,697

NEW BETHANY INC