MORAVIAN VILLAGE OF BETHLEHEM

EIN: 233022262 501(c)(3) Housing & Shelter

Bethlehem, PA

Total Revenue
$18,972,814
Total Expenses
$21,569,526
Total Assets
$66,390,533
Net Assets
$-10,916,481
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
PA
Principal Officer
Daniel Soos
Phone
6106254885
Tax Period
2023-01-01 to 2023-12-31

MORAVIAN VILLAGE OF BETHLEHEM, founded in 2002, is a mid-sized nonprofit in the Housing & Shelter sector that reported $19.0M in total revenue in fiscal year 2023. Expenses of $21.6M exceeded revenue, resulting in a 14% operating deficit.

Mission

The Moravian Village of Bethlehem is a continuing care community located in Bethlehem, Pa. The community consists of a 109 bed health care and rehab center, 145 independent living apartments and 113 independent living cottages.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $147,615
Program Service Revenue $18,198,598
Investment Income $98,401
Other Revenue $528,200
TOTAL REVENUE $18,972,814

Expense Breakdown

Grants Paid $446,906
Salaries & Benefits $7,965,559
Fundraising Expenses $0
Program Expenses $18,088,192
Other Expenses $13,157,061
TOTAL EXPENSES $21,569,526

Year-over-Year Comparison

2023 2022 Change
Revenue $18,972,814 $18,685,734 +0.0%
Expenses $21,569,526 $21,538,010 +0.0%
Net Income $-2,596,712 $-2,852,276 -0.1%
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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Governance

Voting Members
10
Independent Members
9
Employees
249
Volunteers
20

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
0
$0
Total Directors
11
$0
Key Employees
2
$289,796
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Tracy Patton Executive Director 55
Key Emp
$185,296 $0 $185,296
Nathan Sarara Nurse 50
Highest
$131,993 $0 $131,993
Richard Bach VP of Health Care Services 50
Key Emp
$104,500 $0 $104,500
Susan Newhard Director Of Nursing 50
Highest
$103,770 $0 $103,770
Fred Sprissler Board Member 1
Director
$0 $0 $0
Mike Guro Board Member 1
Director
$0 $0 $0
Bruce Palmer Board Member 1
Director
$0 $0 $0
Kay Werhun Board Member 1
Director
$0 $0 $0
Brad Senick Board Member 1
Director
$0 $0 $0
Peter Kareha Board Member 1
Director
$0 $0 $0
Dennis Domchek Board Member 1
Director
$0 $0 $0
Dan Soos Board Member 1
Director
$0 $0 $0
Carol Henn Board VP 1
Director
$0 $0 $0
William Matz Esq Board President 1
Director
$0 $0 $0
Colleen Brisendine Board Member 1
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 $18,972,814 $21,569,526 $66,390,533 $-2,596,712
2022 $18,685,734 $21,538,010 $71,358,868 $-2,852,276
2021 $19,911,429 $19,880,558 $74,343,954 $30,871
2020 $20,188,618 $20,342,935 $72,785,114 $-154,317
2019 $22,510,579 $22,280,624 $71,801,147 $229,955
2018 $21,179,670 $22,262,532 $70,481,105 $-1,082,862
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