BETHANY COMMUNITY SERVICES INC

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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 COMMUNITY SERVICES INC, founded in 1965, is a community nonprofit in the Housing & Shelter sector that reported $6.5M in total revenue in fiscal year 2023. Revenue surged 97% from the prior year, signaling strong growth momentum.

Mission

PROVIDE SERVICES TO THE ELDERLY

Program Service Accomplishments

Program 1

Expenses: $1,428,738 Revenue: $1,894,116

PROVIDE MEALS, HOUSEKEEPING, LAUNDRY, MAINTENANCE, SOCIAL ACTIVITIES AND OTHER SUPPORTIVE AND ADMINISTRATIVE DUTIES FOR AN ELDERLY COMMUNITY OF 362 HOUSEHOLDS

Program 2

Expenses: $4,319,127 Revenue: $3,982,573

PROVIDES 245 APARTMENTS TO ELDERLY AND LOW-INCOME INDIVIDUALS. RENTAL REVENUE

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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 $244,340

Program Service Revenue $5,876,689

Investment Income $413,516

Other Revenue $5,584

TOTAL REVENUE $6,540,129

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,978,073

Fundraising Expenses $90,454

Program Expenses $5,747,865

Other Expenses $5,112,913

TOTAL EXPENSES $7,090,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,540,129	$3,315,011	+1.0%
Expenses	$7,090,986	$2,428,225	+1.9%
Net Income	$-550,857	$886,786	-1.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE VOZEOLAS	CHAIR	0.50	Officer Director	$0	$0	$0
JOHN DEBAUN	TREASURER	0.50	Officer Director	$0	$0	$0
BRIAN FARMER	CLERK	0.50	Officer Director	$0	$0	$0
PAUL JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN CORCORAN	DIRECTOR	0.50	Director	$0	$0	$0
CANDY BROWER	DIRECTOR	0.50	Director	$0	$0	$0
DIANE SHIKRALLAH	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS FAULKNER	DIRECTOR	0.50	Director	$0	$0	$0
JIM TRAVER	DIRECTOR	0.50	Director	$0	$0	$0
PAUL MAGLIOCCHETTI	DIRECTOR	0.50	Director	$0	$0	$0
BILL LALIBERTY	DIRECTOR	0.50	Director	$0	$0	$0
ALLISON HEARTQUIST	DIRECTOR	0.50	Director	$0	$0	$0
MEGAN SHEA	DIRECTOR	0.50	Director	$0	$0	$0
JERED STEWART	PRESIDENT AND CEO	35.00	Highest	$270,228	$41,099	$311,327
JAMES LYNCH	CFO	35.00	Highest	$125,376	$46,002	$202,722
LUKE MALBON	SUPERINTENDENT	35.00	Highest	$117,917	$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	$6,540,129	$7,090,986	$58,322,379	$-550,857
2022	$3,315,011	$2,428,225	$45,392,921	$886,786
2021	$11,977,619	$2,375,975	$33,080,393	$9,601,644
2020	$2,220,881	$2,068,807	$3,674,362	$152,074
2019	$2,073,205	$2,022,267	$2,855,952	$50,938
2018	$2,219,119	$2,091,284	$2,760,877	$127,835
2018	$1,951,075	$2,049,908	$2,479,954	$-98,833
2017	$1,954,145	$1,856,581	$2,586,426	$97,564