BETHANY HOME INC (EIN 232467038) - 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

1987

Legal Domicile

Principal Officer

JOSEPH BIRLI

Phone

6105894501

Tax Period

2024-07-01 to 2025-06-30

BETHANY HOME INC, founded in 1987, is a mid-sized nonprofit in the Mental Health sector that reported $23.3M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

BETHANY HOME, INC. OPERATES A TWENTY-FOUR HOUR RESIDENTIAL CARE FACILITY FOR YOUTH IN WOMELSDORF

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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 $3,263,249

Program Service Revenue $20,017,877

Investment Income $28,004

Other Revenue $3,591

TOTAL REVENUE $23,312,721

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $17,557,735

Fundraising Expenses $0

Program Expenses $22,931,606

Other Expenses $6,163,034

TOTAL EXPENSES $23,820,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,312,721	$19,258,142	+0.2%
Expenses	$23,820,769	$20,864,978	+0.1%
Net Income	$-508,048	$-1,606,836	-0.7%

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

316

Volunteers

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

$278,687

Total Directors

Key Employees

$237,111

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR BETSY ADAMS	CHAIR	1.00	Officer Director	$0	$0	$0
STEVE BOBICK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KEDRI METZGER	SECRETARY	1.00	Officer Director	$0	$0	$0
DOUG YEAKLE	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN KARAHUTA	MEMBER	1.00	Director	$0	$0	$0
REV JOHN FOLK	MEMBER	1.00	Director	$0	$0	$0
REV KIMBERLY BERENOTTO	MEMBER	1.00	Director	$0	$0	$0
JOSEPH BIRLI	CEO	35.00	Officer	$249,129	$29,558	$278,687
NICHOLAS HILL	DEPUTY CEO	35.00	Key Emp	$217,871	$19,240	$237,111
MATTHEW GUZIAK	SR DIRECTOR OF FINANCE	35.00	Highest	$100,153	$32,088	$132,241
WILLIAM RAKOW	SR DIRECTOR OF OPERATIONS	35.00	Highest	$106,636	$22,658	$129,294
AMY STERNER	VP IMPACT & COMPLIANCE	35.00	Highest	$149,285	$6,375	$155,660
JOSEPH CHARETTE	VP PROGRAMS & OPERATIONS	35.00	Highest	$155,198	$13,161	$168,359

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	$23,312,721	$23,820,769	$3,224,909	$-508,048
2024	$19,258,142	$20,864,978	$3,470,548	$-1,606,836
2023	$17,079,174	$18,312,355	$3,963,250	$-1,233,181
2022	$16,233,286	$15,664,132	$3,691,126	$569,154
2021	$11,755,584	$13,198,457	$1,875,091	$-1,442,873
2020	$12,737,144	$13,871,864	$3,191,458	$-1,134,720
2019	$13,653,999	$13,652,498	$2,406,901	$1,501
2018	$13,820,877	$13,538,160	$2,374,723	$282,717

BETHANY HOME INC